PartsManager Pro User's Guide

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Setting eConnect OptionsOptionSubscribeDealer InformationDatasetAccount NumberHow to SetClick the Subscribe button to subscribe to services and add tradepartners (vendors).You only need to enter your dealership information one time.After you type this information, it will be applied automaticallyto each quote or eConnect order you create. If any informationchanges, you can modify it at any time. See “Entering DealerInformation” in chapter 1 for the procedure.Currently, a purchase order can include parts from onemanufacturer only. Select the manufacturer from this list box.The first time you select an OEM on the eConnect tab, thisfield will be empty. Once you type and save the number, it willdisplay automatically.Note: As used with eConnect, “Account Number” is the sameas “Dealer Number”.Vendor CodeThe first time you select an OEM on the eConnect tab, this field willbe empty. Once you type and save the code, it will displayautomatically.Note: This code must match the vendor code in your DMS.Vendor NameOrders Sent to VendorSaveCloseThe first time you select an OEM on the eConnect tab, this field willbe empty. Once you type and save the name, it will displayautomatically.This check box activates and deactivates eConnect. Select thischeck box to enable eConnect. De-select the check box todisable eConnect.Click the Save button when you finish entering information.Click the Close button after typing the account number,vendor code, and vendor name for the selected OEM.122 PartsManager Pro User’s Guide 15022006-3.4
Entering Ordering Account Information1. From the eConnect tab in the Part Integration dialog box, select an OEM from theOEM list box.2. Type the account number, vendor code, and vendor name.3. Select the Orders Sent to Vendor check box.4. Click the Close button.Note: The first time you select an OEM on the eConnect tab, these fields will beempty. After you type the information in each field and click the Save button, theinformation will be displayed each time you select the OEM.You are now ready to view real-time inventory information from your trade partner(s)and place orders electronically with PartsManager Pro.PartsManager Pro User’s Guide 15022006-3.4 123
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PartsManager ProUser’s Guide
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Contents1. Getting Started ........
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6. Working with Parts Pages .......
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11. Printing: Quick Reference .....
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1. Getting StartedPartsManager Pro
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Arranging the Application WindowsYo
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Using the Pull-Down MenusThe pull-d
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Favorites MenuClick Favorites on th
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OptionAutomatically deleteold jobsM
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2. Working with JobsAs you use Part
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Opening a Job from the Job Manager1
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Additional Ways to Work with JobsSt
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3. Searching for InformationThis ch
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Searching by KeywordA keyword searc
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Searching for Parts InformationYou
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Searching by Part NumberUse a part
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Making a “Where Used” SearchUse
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Searching by Remarks TextUse a rema
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Searching for Service Information1.
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Working with BulletinsIf the bullet
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Example #2: Group by Part Number an
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4. Navigating to Parts InformationU
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Comparing Model SpecificationsIf yo
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5. Using Pictorial and Alpha Indexe
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To identify pictorial index callout
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4. Type the first few letters (C) o
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6. Working with Parts PagesA parts
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Displaying Additional Information f
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Zooming, Resizing, and Printing Par
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Working with Parts ListsThe parts l
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Toggling Price Displays On and OffI
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Viewing User NotesWhenappears in fr
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Viewing BulletinsWhenappears in fro
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Rearranging Information in a Parts
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Printing Parts PagesWhen a parts pa
Page 72 and 73: 7. Working with PicklistsPartsManag
Page 74 and 75: Adding Parts to a Picklist from a P
Page 76 and 77: Adding Parts from the Picklist Dial
Page 78 and 79: Displaying More Information from a
Page 80 and 81: 8. Preparing a Quote for a Customer
Page 82 and 83: Preparing a QuoteThe following proc
Page 84 and 85: Entering Parts and Price Informatio
Page 86 and 87: Examples of Discounts and MarkupsDi
Page 88 and 89: Printing a QuoteAfter entering the
Page 90 and 91: 4. Select an option.• To link you
Page 92 and 93: 10. Bookmarking Your Favorite Parts
Page 94 and 95: Example: Create a Favorite1. With t
Page 96 and 97: Moving a Favorite1. Click the favor
Page 98 and 99: Print More Information and Superses
Page 100 and 101: Print a QuoteFrom the quote, click
Page 102 and 103: Navigating to a Parts PageToDo this
Page 104 and 105: Setting BSI OptionsIP AddressOption
Page 106 and 107: Sample BSI ConfigurationsThese exam
Page 108 and 109: Configuring the BSI for Multiple OE
Page 110 and 111: Configuring the BSI for Multiple OE
Page 112 and 113: 14. Setting Up and Using eConnectIf
Page 114 and 115: The Company Information page is dis
Page 116 and 117: Adding a SubscriptionWhen you enter
Page 118 and 119: 3. Click the link to display the Ch
Page 120 and 121: The Current Subscriptions page is a
Page 124 and 125: Viewing Vendors’ On-Hand Quantiti
Page 126 and 127: The Order window displays your cust
Page 128 and 129: 15. Creating a DCS FileUse this pro
Page 130 and 131: 16. ISO 4217 Currency CodesWhen you
Page 132 and 133: Code Currency Code CurrencyTND Tuni
Page 134 and 135: commandA word or phrase on a pull-d
Page 136 and 137: keywordA word you type in a text bo
Page 138 and 139: quoteA list of parts, with quantiti
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