PartsManager Pro User's Guide

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Rearranging Search ResultsPartsManager Pro allows you to group and sort information, resize columns, and changethe column order. When you retrieve a large number of search results, you can scroll tothe parts page title you want. But you may want to rearrange the results first.Grouping Search ResultsGrouping allows you to sort search results by one or more column headers. Forexample, you can group by part number or a combination of part number and page title.Example #1: Group Search Results by Part NumberTo group search results by part number, do the following:1. Place the mouse pointer on the Part Number column header, hold down the leftmouse button, and drag the header to “Drag a column header here to group by thatcolumn”. An arrow indicates where the column header will be located.2. Release the mouse button. The search results are sorted by part number.3. Scroll to the part number you are looking for and click the plus sign (+) in front of“Part Number”. Parts pages that include that part number are listed.4. Double-click an entry to display the parts page.40 PartsManager Pro User’s Guide 15022006-3.4
Example #2: Group by Part Number and Page TitleAfter grouping search results by part number, you may need to group the results again.To further group the results by page title, do the following:1. With the search results grouped by part number, place the mouse pointer on thePage Title column header, hold down the left mouse button, and drag the header to“Drag a column header here to group by that column”. An arrow indicates where thecolumn header will be located.2. Release the mouse button to place the header next to the Part Number header.3. Scroll to the part number you want and click the plus sign (+) in front of “PartNumber”. Then scroll to the page title you want and click the plus sign (+) in front of“Page Title”. Results that include that page title will be listed.4. Double-click an entry to display the parts page.PartsManager Pro User’s Guide 15022006-3.4 41
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 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: Working with BulletinsIf the bullet
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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PartsManager Pro User's Guide

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