- EBMS Knowledge Base
- EBMS Automotive
- Automotive Inventory
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Core Charges and Returns
The EBMS system contains a feature to add a separate core change to select inventory items. The same core item is used when the customer returns or trades in cores. The core inventory item is used to add core charges, credit a customer for returns, and track the number of cores in stock. A core inventory item code needs to be created and then attached to the item that contains a core. Complete the following section if the excise tax inventory item does not exist.
Creating a core inventory item
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Open the inventory list by selecting Inventory > Product Catalog from the main EBMS menu.
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Select the item that needs a core charge and click on the Automotive tab.
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Enter the Core Charge as show below:
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A Core item will automatically be created in the Inventory > Cores inventory added to the front of the parent items ID (Example: CORE-H13452) as shown below:
Setting the Core Folder Defaults
It is important that the correct defaults are set for the folder where the Core for an item is created. This way all cores are created with correct formulas. The system should come pre-configured with the following settings.
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Open Inventory > Options > Product Categories
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Select Edit Defaults for the Inventory > Cores folder
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Select the Pricing tab as shown below:
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Set the following properties for the Pricing tab:
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Markup (between Cost and Base) = Equal to
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Formula (for all Price Levels) = Equal to Cost
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Select the Advanced tab as shown below:
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Set the following folder properties for the Advanced tab:
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Set a Sales and Purchase General Ledger account so that you track the Core sales and purchases separate from normal sales.
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Set the Sales returns item selection to the desired attribute.
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The Core item will be added on the following line when the item is added to an invoice or to a job transfer. The Core item cannot be deleted without first deleting the main item. If the core is being exchanged at the time of purchase, a negative detail line will need to be added for the Core item.