DealersEdge Professional Forums

Hello all,

I first want to say that im from an ADP/CDK background.

I am now working with Reynolds and Reynolds ERA Ignite. I am looking to separate my tire sales from Customer Pay RO Sales on the Doc sheet and also on the Chrysler and Kia Financials sheet.

Currently my tire sales are combined on the DOC and Financials with Total Sales Customer Pay.

The account numbers i need to target are 590A AND 590C.

How do i create the new catagory on the doc and how to i get them to report on the financial statement under "tires and tubes" ?

Thank you for you guidance.

I'm on ERA Ignite and our tire dept is separate from parts if that makes sense. What are you trying to accomplish? Separating tire sales from the customer pay RO's off the service advisor report?

We put our tires in a different source and then route those sales to the correct doc line.
You will have to make sure your tires are in this new source before you bill them out in order for it to work.

EH427 wrote:We put our tires in a different source and then route those sales to the correct doc line.
You will have to make sure your tires are in this new source before you bill them out in order for it to work.

Yes, separate source with just your tires in them should take care of that. On CDK here but I do have to give the office a value every month for the statement. Easy to do with all tires in their own source(s)

I use 2 - 1 for factory part #s and 1 for all the locally purchased tires.

I CREATED 2 SOURCES, ONE IS OEM AND ONE IS FOR COOPER TIRES. JUST MAKE SURE SALES OF TIRES ARE BEING HANDLED THROUGH DMS CORRECTLY. FOLLOW THE SALE IN TO ACCOUNTING AND VERIFY THE SALES ARE HITTING THE CORRECT ACCOUNTS. ONE TO RELIEVE TIRE INVENTORY AND ONE TO SHOW SALES OF TIRE INVENTORY. ALWAYS SEEMS TO BE AN ISSUE AT DEALERSHIPS. ANY TIME YOU BUY A TIRE OUTSIDE OF NORMAL YOU HAVE TO ADD THE TIRE PART # AND THE CHANGE THE SOURCE SO IT SHOWS UP IN YOUR INVENTORY AS A TIRE AND THEN ACCOUNTING. IF YOU DON'T ACCOUNTING WILL HAVE ISSUES AND BLAME YOU. IF ACCOUNTING IS NOT RELIEVING TIRE INVENTORY AND RELIEVING PARTS INVENTORY THEN THEY WILL SHOW TIRE INVENTORY AT A MUCH HIGHER LEVEL THAN YOU YOU HAVE.

LINUS6129 wrote:ANY TIME YOU BUY A TIRE OUTSIDE OF NORMAL YOU HAVE TO ADD THE TIRE PART # AND THE CHANGE THE SOURCE SO IT SHOWS UP IN YOUR INVENTORY AS A TIRE AND THEN ACCOUNTING.

All DMS's I've worked with are source dependent and when the accounting setups are verified against the parts sources; you will not need to add outside purchases to your system. A standard I/O billed in the correct tire source will flow properly while showing on the DOC and P&L statement as such.

As to the original question, while I could fumble through it and create the changes necessary to add your ask to the DOC, I would recommend a call to ReyRey support. They would be able to accomplish your request if you give them the affected sources and verify your accounting setup.

If you haven't already done so a discussion with your Comptroller about your ask will go a long way to keeping a calm work place.

If you are separating them out for the first time, make sure you set up your accounting pointers correctly or you will have a mess on your hands trying to figure out why accounting won't match physical by account.... Go into screen 2571 to review your setup. Good idea afterwards to print everything out using 2569 to review your work after you finish.