What it is. The Core & Return Manager tracks parts that carry a core charge, from the old part coming off the vehicle to the core being returned or credited.
What shows up. Any part on a work order with a core charge above 0. Each card shows the part, vendor, quantity and date.
Core statuses
- Pending Removal: the old part hasn't come off the vehicle yet.
- Ready for Return: the old part is ready to go back.
- Picked Up / Returned: the supplier has taken it back.
- Credited: the supplier has issued the core credit.
- Customer Kept: the customer kept the old part, so no return is expected.
Using the tab
- Open Parts, then Core & Return Manager.
- The five cards at the top show how many cores are in each status. Select one to filter and select it again to clear.
- Use the search box, the Vendor dropdown or the Status dropdown to narrow the list. Select Clear to reset. Changing a filter takes you back to the first page.
- Work through the list, 20 cards per page. Review what's still waiting on a return or credit and follow up with the vendor.
Credit tracking. Each core part can record the credit amount, credit memo number and return date, so you can match supplier credits to the parts you returned.
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