[Orion] Tyrewise Tyre Stewardship Fee : SAM by Auxo

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 the Tyre Stewardship Fee with a Notes entry to add the required transparent declaration of the fee.

TABLE OF CONTENTS

Create the Tyre Stewardship Fee
Create the Tyre Stewardship Fee Text
Adding the Fee to a Parts Invoice
Create the Tyre Stewardship Fee Library Text in the Workshop
Optional: Use Job Kits to add the Fee and Part in one action
Adding the Fee to a Workshop Job
Sales module

Create the Tyre Stewardship Fee

Insert a new part with the description "Tyre Stewardship Fee"
We suggest setting up a new Stock Analysis Group for the Tyre Stewardship Fee parts
note that the price will vary depending on the applicable tariff

Create the Tyre Stewardship Fee Text

Go to the Notes tab of the Tyre Stewardship Fee part and add the required transparent declaration
Tick the setting "always transfer these notes to parts invoice"

Library Text Tip:  In our example the library text we have added comes from an example provided by Tyrewise:
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/

Adding the Fee to a Parts Invoice

When processing a parts invoice that includes new tyres:

Add the Tyre Stewardship Fee part onto 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.
The Tyre Stewardship Fee text will display in Additional Notes

Printed Standard Parts Invoice:

Create the Tyre Stewardship Fee Library Text in the Workshop

Go to Maintenance > Library Text and click Insert
add the required transparent declaration

Optional: Use Job Kits to add the Fee and Part in one action

You could create a Job Kit to add the Tyre Stewardship Fee and Library Text to a job.

Alternatively, you could add the Tyre Stewardship Fee to any existing relevant tyre replacement or new tyre job kits

To add a new job kit - go to Maintenance > Kits and click Insert

Add the Tyrewise Stewardship Fee Library Text to the kit
Add the Tyrewise Stewardship Fee part to the kit
DO NOT tick "summarise on invoice"

Adding the Fee to a Workshop Job

When processing a workshop job that includes new tyres:

Add the Tyre Stewardship Fee part onto 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 Fee Library text

Standard printed Workshop Invoice:

Sales module

While certain detail of the requirements in terms of New Vehicle Sales are still unclear to us, it is our understanding that if the vehicle is NOT being road registered, eg a ride-on lawnmower, you need to apply the fee as you will be charged the stewardship fee and will need to on-charge the fee.

If it is being road registered, you do not on-charge it as the fee will be charged at the registration stage by NZTA as part of the on-road costs.

For more information on the NZTA vehicle registration fees, including the Tyre Stewardship Fee, see: https://www.nzta.govt.nz/vehicles/licensing-rego/vehicle-fees/registration-fees/#tyre

Example of adding the Fee to a Sales Deal: