PartsManager Pro User's Guide

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Managing JobsThe Job Manager lists all jobs stored in the system and allows you to rename, open, anddelete jobs.Opening and Using the Job ManagerTo open the Job Manager, select Job Manager from the Tools Menu.FeatureHow to UseIndicates that a job is open and cannot be accessed by users from othercomputers.Job NameLast ModifiedOpenRenameDeleteCloseThe job name can be (1) the default name assigned by the application,which consists of the date and time the job was created, or (2) a nametyped by the user who created the job.Shows the date indicates on which changes were most recently made to ajob.Opens the highlighted job.Allows you to rename the highlighted job.Deletes the highlighted job.Closes the Job Manager.20 PartsManager Pro User’s Guide 15022006-3.4
Opening a Job from the Job Manager1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.2. Click the job name to highlight it.3. Click Open.Note: You can also open a job from the Job Manager by double-clicking a job name.Renaming a Job from the Job Manager1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.2. Click the job name to highlight it.3. Click Rename to open the Rename dialog box.4. Type a new name in the text box.5. Click OK. The job name changes in the Job Manager and the tab displays the newname you typed.Deleting a Job from the Job Manager1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.2. Click the job name to highlight it.3. Click Delete. The job is deleted from the system, the job no longer appears in theJob Manager, and no tab for the job is displayed.4. To delete multiple jobs at the same time, hold down the Ctrl key and click each jobyou want to delete. The selected jobs are highlighted. Then click Delete.Note: For information on setting up PartsManager Pro to automatically delete jobsolder than a specified number of days, see “Changing Settings” in chapter 1.PartsManager Pro User’s Guide 15022006-3.4 21
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 and 18: OptionAutomatically deleteold jobsM
Page 19: 2. Working with JobsAs you use Part
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
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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
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Setting BSI OptionsIP AddressOption
Page 106 and 107:
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
Page 116 and 117:
Adding a SubscriptionWhen you enter
Page 118 and 119:
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
Page 128 and 129:
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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