Step 1 : Creating and detailing a Tire Category

  • Go to "Inventory Management" / "Product/Job code management"
  • Click on the spy glass next to "Category"
  • Note: you can also access this window by click the Search icon to the right of the Category number on the Inventory pages.
  • You can select existing category, or using the green Add icon to create a new Category
  • Check the Inventory follow-up box
  • Check the Allow product purchases box
  • Check the Post on work order box
  • Check the Tire Category box
  • Check the Detailed box
  • You can also link automatically fees or charges, such as environmental fees, to the Category.
  • Click the Save icon.
Step 2 ;  Creating and entering a tire product in inventory:
  • Go to "Inventory Management" / "Product/Job code management"
  • Click on the green Add icon
  • Enter the Category number
  • Enter a tire product code
  • Click on the Tire tab
  • Enter the Brand, Model, type and dimensions (to be used by the tire search function),
  • Click on the Tire icon to the right of the tire description field,
  • The tire description will be automatically added to the Description field
  • Enter your cost
  • Enter the retail selling price
  • Optionally, enter the location and quantities in stock
  • Click the Save icon.
  • Repeat Step 2 for all tires you carry in stock or sell.
  • Searching for available tires on the Point of Sales (POS) window; (there are two methods)

Method 1:
  • Open an estimated for a customer,
  • In the product description field, enter the desired size 216/65R17 as 216*65*17,
  • Press enter and your tire inventory with that size will appear
  • Locate the appropriate tire for your customer’s needs and double click your selection,
  • The selected tire will added to your estimate,
  • Enter the quantity and adjust the price (if necessary).
  • The tires will be put on the Reserved column so nobody else can sell the same tires.
Method 2:
  • Still on the POS, click the tire search icon,
  • Enter as much or little information search criteria as needed and press enter,
  • The list of tire fitting those criteria will be displayed,
  • As in Method 1, locate the appropriate tire for your customer’s needs and double click your selection,
  • The selected tire will added to your estimate,
  • Enter the quantity and adjust the price (if necessary).
  • The tires will be put on the Reserved column so nobody else can sell the same tires.


Notes:

To improve the search speed as well updating inventory and pricing, use the Excel Product Transfer function

(Main Menu -> Inventory -> Product Transfer (Excel).

The Brand and Model fields are critical to enter if you have the intention of making pricing updates via the Excel Transfer functions.