PartsManager Pro User's Guide

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Deleting Parts from a Picklist ....................................................................................77Printing a Picklist.......................................................................................................77Displaying More Information from a Picklist ..............................................................78Making a “Where Used” Search from a Picklist ........................................................78Rearranging Information in a Picklist ........................................................................798. Preparing a Quote for a Customer ........................................................................80Using the Print Quote Dialog Box .............................................................................80Preparing a Quote.....................................................................................................82Entering Dealer Information ......................................................................................83Importing a Picklist ....................................................................................................83Entering Parts and Price Information ........................................................................84Calculating the Total Cost .........................................................................................84Adjusting Prices on a Quote......................................................................................85Applying a Discount or Markup to All Prices .......................................................85Examples of Discounts and Markups ..................................................................86Additional Information about Adjusting All Prices................................................86Saving a Quote .........................................................................................................87Printing a Quote ........................................................................................................889. Creating and Viewing User Notes..........................................................................89Creating User Notes..................................................................................................89Viewing User Notes...................................................................................................91Modifying User Notes................................................................................................91Deleting User Notes ..................................................................................................91Printing User Notes ...................................................................................................9110. Bookmarking Your Favorite Parts Pages .............................................................92Creating Favorites.....................................................................................................93Organizing Favorites .................................................................................................956 PartsManager Pro User’s Guide 15022006-3.4
11. Printing: Quick Reference ......................................................................................97Print Parts Pages ......................................................................................................97Print More Information and Supersession History.....................................................98Print Page and Part Notes from the Notes Window ..................................................99Print a Picklist............................................................................................................99Print a Quote ...........................................................................................................100Print “Compare” Information....................................................................................10012. Shortcut Keys: Quick Reference .........................................................................10113. Setting Up a Business System Interface (BSI) ...................................................103Setting BSI Options.................................................................................................103Creating a BSI Configuration ..................................................................................105Modifying a BSI Configuration.................................................................................105Deleting a BSI Configuration...................................................................................105Sample BSI Configurations .....................................................................................10614. Setting Up and Using eConnect...........................................................................112Signing In ................................................................................................................112Adding a Subscription .............................................................................................116Setting Up eConnect in PartsManager Pro .............................................................121Entering Ordering Account Information .............................................................123Viewing Vendors’ On-Hand Quantities and Prices..................................................124Sending Picklists to Your Trade Partners ...............................................................12515. Creating a DCS File...............................................................................................12816. ISO 4217 Currency Codes ....................................................................................13017. Glossary.................................................................................................................133PartsManager Pro User’s Guide 15022006-3.4 7
Page 1 and 2: PartsManager ProUser’s Guide
Page 3 and 4: Contents1. Getting Started ........
Page 5: 6. Working with Parts Pages .......
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 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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