Some parts in your dealership may have a core amount, or an amount charged to a customer if their old item is not returned. For example, batteries often have a core. This article reviews all aspects of setting up and tracking cores, including the Core Maintenance screen.
Verify Core Parts Category Setup
Sell a Part with a Core Charge
Core Returned After Initial Sale
Core Maintenance Screen Buttons
Verify Core Parts Category Setup
- Open the Parts/Service Categories screen.
- Verify that there is an option with the internal category of CR. This is the category that cores will use and sets the accounting GL accounts for cores.
Add Core Charge to Part
- Open the Parts and Service module.
- From the menu on the left side of the screen, expand the Parts Maintenance section.
- Choose the Master Inventory option. This will open a part search screen.
- Enter the part number you wish to add into the Part Number/Identifier field. This will return a list of results.
- Double-click over the part row in the results list to open the master inventory part profile.
- Enter the core amount into the Core Charge field in the Part Pricing section..
- Save the part.
Sell a Part with a Core Charge
- Start a new parts invoice.
- Verify that you have entered the correct entity.
- Add the part to the invoice. This will open a popup window.
- On the popup window, a question will show. Choose the appropriate answer.
Customer Has the Core to Return - Selecting Yes will zero the Part Core Fee.
Customer Does Not Have the Core to Return - Selecting No will show the Part Core Fee. This is the amount that was entered in step 8 above.
- Click the OK button to return to the parts invoice screen.
- Cash out the invoice.
Core Returned After Initial Sale
- Select the Core Credit button in the lower right of the invoice. This will open a popup window.
- Enter the original invoice number where the part was sold.
- Click the OK button. This will add the part with the core to the invoice. The core amount shown in the parts table will be negative.
- Cash out the invoice, returning the core amount to the customer.
Return Cores to Supplier
- Open the Parts and Service module.
- From the menu on the left side of the screen, expand the Parts Maintenance section.
- Choose the Core Maintenance option. This will change the screen shown on the right side of the window to show the return and core shipping maintenance list.
- Locate the core that you wish to return to the supplier in the list.
- Click the Return Selected button in the lower right. This will open a popup window.
- If you wish to return all core items for the supplier, click Yes. If you wish to return only the item you chose, click the No button.
- A General Purchase Order will open. The supplier information is automatically populated. Each item that you are returning will show as an individual line on the GPO.
- Enter an entity reference for the return at the top of the GPO screen.
- Verify the information for each item included in the return.
- Click the Return button in the lower right. This will close the GPO and automatically open a print preview so that you may print a copy, if desired.
- Ship the parts to the supplier.
Core Maintenance Screen Buttons
Change between viewing all cores and only unprocessed cores by using the Show All and Not Returned to Supplier buttons in the upper left of the list.
Clicking the Return Selected button will start the general purchase order to return the core parts to the supplier.
Choosing the Customer Return button will open the parts invoice where the return was processed.
Selecting the Packing Slip button will reopen the general purchase order to allow you to print a copy.