PartsManager Pro User's Guide

More documents

Recommendations

Info

Changing SettingsPartsManager Pro allows you to set options that determine how the application displaysparts and service information. Select Settings from the Tools menu. The Settings dialogbox is displayed. Click the General tab, Page tab, or Job tab, or Search tab, select theappropriate options, and click OK.OptionDisplay NavigationDisplay SearchDisplay NoneCurrencyApplication LanguageData LanguageImage on the leftImage on the topWord WrapHow to UseSelect this option to display the Navigation window with the Main Pagewhen you open the application. Close and reopen the application to see thechange. Move the window to a convenient position. It will remain in thatposition each time you open the application.Select this option to display the Search dialog box with the Main Page whenyou open the application. Close and reopen the application to see thechange. Move the window to a convenient position. It will remain in thatposition each time you open the application.Select this option to display only the Main Page when you open theapplication.Select the currency in which prices are displayed. See chapter 17, “ISO4217 Currency Codes”, to find the applicable code.Select the language in which application interface text is displayed.Select the language in which OEM data is displayed. When no data isavailable from the OEM in the selected language, English data is displayed.Select this option to display the parts diagram to the left of the parts liston a parts page.Select this option to display the parts diagram above the parts list on aparts page.Select this option to make text in a parts list adjust so that the text isviewable horizontally. This eliminates the need to use the horizontalscroll bar.Note: If you do not want text to wrap in all parts lists, do not select thisoption. You can temporarily wrap text in any parts list by right-clicking theparts list and selecting Word Wrap from the context menu.16 PartsManager Pro User’s Guide 15022006-3.4
OptionAutomatically deleteold jobsMust type in wildcardsWildcards assumedShow First PageShow Alpha IndexShow First PageShow Alpha IndexCollapse NavigationHow to UseSelect this option to automatically delete all jobs that are older than aspecified number days. To change the number of days from 45 toanother number, select the option, click in the “Days old or older” box,and type a different number.PartsManager Pro will continually monitor your jobs, delete each jobwhen it reaches the limit you specify, and refresh the list of jobs in theJob Manager.Select this option if you want to type wildcards for partial part numbersearches and partial description searches. For example, typing *lock*will search for all part descriptions containing the word “lock”. Typinglock will only search for the exact description “lock”. *Select this option if you do not want to type wildcards for partial partnumber searches and partial description searches. For example, typinglock will search for all part descriptions containing the word “lock” inaddition to the exact description “lock”. *Select this option to make a keyword search automatically display thefirst parts page in the selected catalog.Select this option to make a keyword search automatically display thealpha index for the selected catalog.Select both options to make a keyword search automatically display thefirst parts page in the selected catalog, then display the alpha index ontop of the parts list.Select this option to make a keyword search close the navigation treewhen it displays your search results* For information on using wildcards in searches, see “Using Wildcards” in chapter 3.PartsManager Pro User’s Guide 15022006-3.4 17
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 and 14: Using the Pull-Down MenusThe pull-d
Page 15: Favorites MenuClick Favorites on th
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
show all

PartsManager Pro User's Guide

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?