Surcharge Return Tracking in Purchase Control

This topic assumes that you are familiar with purchase control.

The surcharge return tracking software is used to control surcharge parts from the main parts supplier -- normally the vehicle manufacturer whom the dealer represents. Alternatively it can be used for all parts containing a surcharge value regardless of franchise or supplier.

New parts (to which surcharge return applies) received from a supplier and old or worn parts returned by a customer entail creating an entry (a 'line') in the surcharge return tracking software.

A database of surcharge tracking records, containing the return details, is held on the Kerridge Autoline system. Whenever an old unit surcharge part is returned via purchase control it is checked against this database to see if there is an outstanding and available label that can be used for its return. If there is, it prompts you to select a returns label. The label is printed for use by the warehouse person responsible for returning the part.

What do you want to do?

Receive, sell, or return parts

Generate a surcharge return tracking report

Receiving, Selling, or Returning Parts

Receive new parts
Receiving (purchasing) new parts from a manufacturer (or other supplier) entails creating an entry (a 'line') in surcharge return tracking.
Sell a new part to a customer or keep track of customers' surcharge returns
Selling a new part to a customer initiates a process of obtaining, from that customer, the old or worn part it replaces.
Receive an old or worn part from a customer
When the customer returns the old unit to the dealer it can be sent back to the original supplier using a returns label or some other form of reference number.
Return an old or worn part to the supplier
Sending back the old unit to the original supplier using a returns label or some other form of reference number.

Generating a Surcharge Return Tracking Report

There are a number of reports that can be run either as part of timed operations or on an ad-hoc basis. These assist in the process of tracking surcharge returns and help prevent labels from expiring.