Facilitating Retread Services

You can use the Casing Manager to facilitate retreading services for your customers. In other words, you’re the middleman who ensures that a customer’s casings are sent to a retreader and then returned to the customer once the recapping and repairs are finished.

To complete this type of transaction, you need to do the following:

Generate a vendor charge for the various costs that the retreader passes on to you.
Charge the customer service fees for the finished retreads and disposal fees for any casings that were defective.

To facilitate retreading services

1. Add the customer’s casings to the Casing Manager. For more information, see Adding Casings to the Casing Manager.

2. Send the casings to the retreader. For more information, see Sending Casings to a Retreader.

3. When the retreader returns the order, do the following:

If the order included casings that the vendor refused to retread, mark them as defective and set them aside. For more information, see Marking Casings as Defective.
For each finished retread, record the recap and repair costs and the amount of the service fee you’re going to charge the customer. For more information, see Recording Retreading Service Fees.

4. Once all of the finished retreads and defective casings on the order have been received, generate a work order for the customer (so you can collect your service and disposal fees).

a. Display only the orders that have been returned. If you’re using the Casing Manager’s default status settings, make sure Received is selected.

Tip: If you know the order number, tag ID, or number for a casing in the order, you can locate the order with the Search by drop-down list. Select the parameter you want to use (such as number), then type the number or ID and click Find. To include all orders, regardless of status, select the Search All check box.

b. Select the order and click Create Work Order. A confirmation message appears.

c. Click OK to close the confirmation message.

d. Close the Casing Manager.

5. Return the finished retreads to the customer and collect your service and disposal fees.

a. If the Open Work Order List isn’t already open, click Invoicing.

b. Select the customer’s work order, and click Select. The Invoice Entry screen appears. It lists the finished retreads and fees that the customer is being charged.

c. Add items or make other changes to the work order, if needed. For more information, see Creating a Regular Work Order.

d. Complete the invoice and collect the payment from the customer. For more information, see Completing an Invoice.