Retread & casing settings

Retread & casing settings are optional. They stay off until your workshop deliberately turns them on. Use this page when you track casing credits and charges as part of a retread programme — not for ordinary new-tyre sales. Open Settings → Retread & casing.

Turn tracking on only when ready

Tick Turn on retread tracking after you have agreed defaults with accounts and the retread desk. Until then, leave it off so staff are not prompted for casing behaviour that your workshop does not use.

Workshop defaults

• Default casing charge / credit amounts — starting money figures staff see when a casing movement needs a charge or refund.
• Inventory items — which catalogue lines represent casing charges and casing credits on jobs and invoices.
• Tax treatment — follow the inventory item / workshop tax, or force taxable / not taxable for casing charges.
• When no matching credit is available — for example add a charge, allow a negative casing balance, block issue until approved, or require an authorised override.
• When a casing is accepted after a charge — leave a future credit, refund the previous charge, create an account credit or credit-note line, or ask staff to choose.

Additional checkboxes control zero-dollar tracking, negative balances, pending-credit redemption, automatic charge lines on invoices, staff overrides, and whether zero-dollar informational lines appear on existing invoices. Read each option before enabling it — several change how invoices look to customers.

Casing classes

Casing credits are only interchangeable within the same casing class (for example 11R22.5 drive versus steer). Create classes with a short code and a clear name, then edit a class when that size or application needs its own charge or credit overrides.

Keep class lists tidy. Too many near-duplicate classes make credits hard to redeem and reports hard to trust.

Operational reality

Retread tracking sits beside normal inventory and invoicing. Workshop jobs and invoices still work if retread settings are off. When settings are on, agree the policy with accounts first so fitters are not inventing casing decisions on the floor.