Preparing to Track Cores

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 TireMaster Support to assist you with your core tracking setups.

To prepare to track cores

1. Enable the Core Manager.

a. From the Setup menu, select System Controls.

b. Click the Inventory tab.

c. Select Track Cores and press Enter.

d. Select Yes, and click OK.

e. Close the System Controls screen.

2. 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 4200–900 COGS - Cores). For more information, see Creating a Liability Account or Creating an Expense Account.

3. 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.

4. Open the Core Manager setup screen.

a. Click Invoicing. The Open Work Order List appears.

b. Click Core Case. The Casing Manager screen appears.

Note: You access the Core Manager via the Casing Manager.

c. Click Setup.

5. In the Core Settings section of the screen, define the clearing account and inventory item for tracking cores.

a. For Clearing Account, click Lookup and look up the general ledger account for tracking cores.

b. For Core Item, click Lookup and look up the inventory item for core charges.

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 Preparing to Track Casings.

6. Save the entries that you made in the Core/Casing Setup screen. Then close it.