PartsManager Pro User's Guide

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Entering Dealer InformationYou only need to enter your dealership information one time. After you type thisinformation, it will be applied automatically to each quote or eConnect order you create.If any information changes, you can modify it at any time.1. Select Dealer Information from the Tools menu to open the Dealer Informationwindow.2. Type information in the text boxes and click OK.The information you type will appear automatically on your quotes and eConnect orders.18 PartsManager Pro User’s Guide 15022006-3.4
2. Working with JobsAs you use PartsManager Pro, you will work with “jobs”. A job is another name for atransaction, a collection of related tasks you perform to process a parts order.As you accumulate parts on a picklist, they are associated with a new or existing job.The Job Manager allows you to name and organize jobs for easy access.When you create a job, a “tab” is created for that job. You can have multiple jobs open ata time, each identified by name on a tab. Switching between open jobs is as easy asclicking a tab name. This feature can be very useful when you need to work on morethan one transaction at a time.For example, while working on a job for customer A, customer B calls to place a neworder. You open a new job, name it for customer B’s account, and set up a picklist ofparts for that order. As you are finishing that job, you receive a call from customer Cinquiring about parts from an existing order. You locate that job in the Job Manager,open it, and quickly answer customer C’s question.To handle these three situations, you had three jobs open simultaneously and were ableto switch between them quickly as needed. The PartsManager Pro application allowsyou to keep as many as seven jobs open at a time.Note: On Windows 98 PCs, you can keep two jobs open at a time.In addition, the History list box allows you to quickly redisplay parts pages that youviewed previously for each job.Jobs at a GlanceA separate tab is created for each job that you start.You can open stored jobs from the Job Manager or theJob list box.When you open a job, the parts page most recentlyviewed in that job is displayed.You can have a maximum of seven jobs open at thesame time. (Windows 98: Two jobs)You can switch between jobs as necessary.PartsManager Pro User’s Guide 15022006-3.4 19
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 and 16: Favorites MenuClick Favorites on th
Page 17: OptionAutomatically deleteold jobsM
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
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Adding Parts to a Picklist from a P
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Adding Parts from the Picklist Dial
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Displaying More Information from a
Page 80 and 81:
8. Preparing a Quote for a Customer
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Preparing a QuoteThe following proc
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Entering Parts and Price Informatio
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Examples of Discounts and MarkupsDi
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Printing a QuoteAfter entering the
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4. Select an option.• To link you
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10. Bookmarking Your Favorite Parts
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Example: Create a Favorite1. With t
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Moving a Favorite1. Click the favor
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Print More Information and Superses
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Print a QuoteFrom the quote, click
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Navigating to a Parts PageToDo this
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Setting BSI OptionsIP AddressOption
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Sample BSI ConfigurationsThese exam
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Configuring the BSI for Multiple OE
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Configuring the BSI for Multiple OE
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14. Setting Up and Using eConnectIf
Page 114 and 115:
The Company Information page is dis
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Adding a SubscriptionWhen you enter
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3. Click the link to display the Ch
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The Current Subscriptions page is a
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Setting eConnect OptionsOptionSubsc
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Viewing Vendors’ On-Hand Quantiti
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The Order window displays your cust
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15. Creating a DCS FileUse this pro
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16. ISO 4217 Currency CodesWhen you
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Code Currency Code CurrencyTND Tuni
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commandA word or phrase on a pull-d
Page 136 and 137:
keywordA word you type in a text bo
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quoteA list of parts, with quantiti
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PartsManager Pro User's Guide

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