Prepare to Track Cores
This help topic is applicable to the following TireMaster applications:
Before you can track cores, you need to complete a variety of settings.
Note: The Core Manager and the Casing Manager both use the same setup screen. If you’re running a TireMaster Point of Sale system, ask ASA Support to assist you with your core tracking setups.
To set up core tracking
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1.
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Enable the Core Manager. |
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a.
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Select Setup > System Controls. The System Controls screen opens. |
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b.
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Click the Inventory tab. |
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c.
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Select Track Cores and press Enter. |
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d.
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Select Yes, and click OK. |
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e.
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Close the System Controls screen. |
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2.
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Add a clearing account for tracking cores to your general ledger. This account should be a liability account or an expense account (such as 2200–100 Track Cores - Clearing or 5200–900 COGS - Cores). For more information, see Add a Liability Account
or Add an Expense Account
. |
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3.
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Add a noninventoriable item for core charges to your inventory. Adding a core charge item establishes a connection between the Core Manager and the general ledger. You’ll also add this item to work orders when you need to pass core charges on to customers. For more information, see Core Tracking Scenarios. |
Note: When you add the core charge item, disregard setting prices for it.
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4.
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Open the Core Manager setup screen. |
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a.
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Click Invoicing. The Open Work Order List opens. |
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b.
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Click Core Case. The Casing Manager screen opens. |
Note: You access the Core Manager via the Casing Manager.
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5.
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In the Core Settings section of the screen, define the clearing account and inventory item for tracking cores. |
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a.
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For Clearing Account, click Lookup and select the GL account for tracking cores. |
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b.
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For Core Item, click Lookup and look up the inventory item for core charges. For more information, see Inventory Searches. |
Note: If you also track casings, you can define the clearing account and casing items at this time. Otherwise, skip this step. For more information, see
Prepare to Track Casings.
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6.
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Save the entries that you made in the Core/Casing Setup screen. Then close it. |