Note - The following article is based on our current understanding and initial concept of the best-practise for this new initiative. We will update this article as our understanding evolves and if we identify better ways of managing the process.


To administer the Tyrewise Tyre Stewardship fee, we recommend setting up a new Part for Tyre Stewardship fee and a new Library Text entry to add the required transparent declaration of the fee.  


TABLE OF CONTENTS


Create the Tyre Stewardship Fee Part


  • Create a new part with the description "Tyre Stewardship Fee"
  • Leave the price field empty (as the fee will vary depending on the applicable tariff)
  • Despite this being a 'fee' it will be best to set this up as a stocked part (do not tick "sundry") as you may need to add this part on to a purchase orders. 


Create the Tyre Stewardship Fee Library Text

  • Create a new Library Text entry to add the required transparent declaration of the fee on the sale document as a separate line on your jobs, estimates and invoices:


Library Text Tip: In our example, the library text we have added comes from an example provided by Tyrewise, it reads:
Tyre Stewardship Fee - more information on the fee is available on the Ministry for the Environment website: https://environment.govt.nz/acts-and-regulations/regulations/regulations-supporting-tyre-product-stewardship/

Optional: Use Job Templates to add the Fee & Part in one action


You could create a new Job Template to add the Tyre Stewardship fee and text to the transaction in one action, however this will cause the Tyre Stewardship fee to appear in a separate Job Section on the transaction, which we believe will not be preferable for most.


Alternatively, you could add the Tyre Stewardship Fee part and Library Text to any existing Tyre Replacement or New Tyre Job templates you had set up previously.


However, if you do wish to create a Tyre Stewardship Fee job template, we recommend you refer to [webSAM] Job Templates for the full instructions on how to create a Job Template, and build your template for the Tyre Stewardship fee per below.


  • Create a new Job Template with the description "Tyre Stewardship Fee" 
  • Add the Tyre Stewardship Fee part and library text as the components and do not tick the Summarise on Invoice or Lock Price boxes (as you will need to show the detailed postings and you will need to set the price for the fee on each transaction

Adding the Fee to the Job / Invoice


When processing a job / invoice that includes new tyres:

  • Add the Tyre Stewardship Fee part on to the job, changing the price to the relevant applicable fee (in most instances you will be referring to your supplier's invoice or latest price schedule to determine the appropriate stewardship fee).
  • Add the Tyre Stewardship library text
  • OR - add the Tyre Stewardship Fee Job Template


Example:

Printed Invoice Example:




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