PartsManager Pro User's Guide

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Tools MenuClick Tools on the menu bar and select a command to change application settings, openthe Job Manager, and configure your business system interface (BSI) or subscribe toeConnect.SettingsJob ManagerPartIntegrationDealerInformationPrice BooksOpens the Settings dialog box, from which youcan select options that determine how theapplication displays parts and service information.Opens the Job Manager dialog box, from whichyou can open, rename, and delete jobs.Opens the Part Integration dialog box, fromwhich you can configure a business systeminterface or subscribe to eConnect and set upyour trade partners (vendors).Opens the Dealer Information window, in whichyou can type dealer information for quotes andeConnect orders.Opens the Price Books dialog box, from whichyou can import price files into PartsManager Pro.Note: This feature is only available for OEMswhose price files are in a particular format.14 PartsManager Pro User’s Guide 15022006-3.4
Favorites MenuClick Favorites on the menu bar and select a command to bookmark your favorite partspages, that is, pages you frequently use.Add to FavoritesOpens the Favorites window, fromwhich you can bookmark a partspage as a favorite.Organize Favorites Opens the Organize Favoriteswindow, from which you canorganize your favorites in folders.The individual favorites and the favorite folders you create are listed in the bottomportion of the menu. When you select a favorite, the application immediately takes you tothe corresponding parts page. Clicking a folder opens a list of favorites saved in thefolder. Clicking a favorite in the folder displays the corresponding parts page.Help MenuClick Help on the menu bar and select a command to display the online Help, user’sguide, and interactive tutorial.Help Displays the PartsManager Proonline Help.User GuideDisplays this user’s guide as a PDFin Adobe ® Reader ® .Tutorial Displays the PartsManager Prointeractive tutorial.AboutDisplays the application and datasetversions.PartsManager Pro User’s Guide 15022006-3.4 15
Page 1 and 2: PartsManager ProUser’s Guide
Page 3 and 4: Contents1. Getting Started ........
Page 5 and 6: 6. Working with Parts Pages .......
Page 7 and 8: 11. Printing: Quick Reference .....
Page 9 and 10: 1. Getting StartedPartsManager Pro
Page 11 and 12: Arranging the Application WindowsYo
Page 13: Using the Pull-Down MenusThe pull-d
Page 17 and 18: OptionAutomatically deleteold jobsM
Page 19 and 20: 2. Working with JobsAs you use Part
Page 21 and 22: Opening a Job from the Job Manager1
Page 23 and 24: Additional Ways to Work with JobsSt
Page 25 and 26: 3. Searching for InformationThis ch
Page 27 and 28: Searching by KeywordA keyword searc
Page 29 and 30: Searching for Parts InformationYou
Page 31 and 32: Searching by Part NumberUse a part
Page 33 and 34: Making a “Where Used” SearchUse
Page 35 and 36: Searching by Remarks TextUse a rema
Page 37 and 38: Searching for Service Information1.
Page 39 and 40: Working with BulletinsIf the bullet
Page 41 and 42: Example #2: Group by Part Number an
Page 43 and 44: 4. Navigating to Parts InformationU
Page 45 and 46: Comparing Model SpecificationsIf yo
Page 47 and 48: 5. Using Pictorial and Alpha Indexe
Page 49 and 50: To identify pictorial index callout
Page 51 and 52: 4. Type the first few letters (C) o
Page 53 and 54: 6. Working with Parts PagesA parts
Page 55 and 56: Displaying Additional Information f
Page 57 and 58: Zooming, Resizing, and Printing Par
Page 59 and 60: Working with Parts ListsThe parts l
Page 61 and 62: Toggling Price Displays On and OffI
Page 63 and 64: Viewing User NotesWhenappears in fr
Page 65 and 66:
Viewing BulletinsWhenappears in fro
Page 68 and 69:
Rearranging Information in a Parts
Page 70 and 71:
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 122 and 123:
Setting eConnect OptionsOptionSubsc
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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