User`s Manual
Contents
1. Please Enter the Text that you wish to appear above the signature on workorders YOEK to be done This is the main setup screen and your first step Note the BLUE BOX on the left Garage Name and Address should be highlighted Verify the data is correct as entered by Autologue and make changes and additions as needed such as Mechanics Names your Warehouses connected to ePart your BAR number and your Email address Select your hours of operation for use in the Scheduler and if you would like change the text you would like to appear above the customer s signature on the work order After you ve made all the changes click the Submit button at the bottom of the screen Now let s look at the other options in the BLUE BOX at the left The options for Manage Logo and Setup Your Suppliers should be done with the help of Autologue Customer Service The option ePartManager will take you directly to the main program Let s click on it now Now you re looking at the ePartManager Login screen It would be a good idea to bookmark this page or save it as a Favorite for easy access in the future You might even set it as your Home Page Customer Number es Features Fast Year Make Model E Mitchell Labor Guide Service Maintenance Sche Interchange Part Number Vehicle Specifications Integration Service av ail z Password All Sites Your favorite Auto Parts store w credenti2. Your Run Manage Inventory Reports Kits Balances and Payments New Work Order Update the Infomation for this customer then click Save Supplier Sales Customer 276 First Name Bill Last Name Smith 98064 555 2222 Send Email to steve autoloque com 509 86 Customer History Date Finalized Work Order Balance Select Work Order 2 17 2006 9 34 01 AM Closed Order 1994 FORD PROBE V6 2497 2 5L DOHC 4431 509 86 Select Work Order Notice the Work Order history at the bottom Unpaid items show a balance Now click the Balances and Payments button at the top left You will see the following screen Current View Customer ePart Check Stock Part Order Edit Your Work Order Orders Information Catalog Stock Order History Scheduler Print Statement for this Customer Email Statement to Customer Customer 276 Bill Smith Outstanding Invoices Run Manage Inventory Reports Kits Help Wo rk Order Invoice Po Number Date 4431 2 17 2006 9 34 01 4M Notes Invoice Total Balance 509 86 509 86 No Payments Received Enter a Payment Current Total Balance for Customer is 509 86 Work Order to Apply to WorkOrder 4431 Check Num Payment Amount Pick Date For Payment D 17 From this screen you can print a statement or take a payment The unpaid items are listed for you to see Just enter the Customer s check nu
3. connection com User s Manual GETTING STARTED Welcome to ePartManager the easiest to use Internet based Garage Management Software available today There s no software to load all you need is Internet access Let s get started First go to http epartplus epartconnection com setuplogin aspx This will direct you to the login screen for your setup page Enter your Buyer ID supplied by Autologue then the password you specified when you signed up This will take you to your Account Variables setup area Current View Customer ePart Part Order Edit Our Run hanage eh Berrie chon Work Order Orders Information Catalog History Scheduler Inventory Reports kits SUPPER une stap E regs ET R A a era Teas CIP Lena Garage Name Best Automotive Address 160 N Gilbert Garage Name G Fullerton and Address state ca zip B Manage Phone 714 555 2345 bons Labor Rate es o Tax Rate F75 ePartPlus Help and Mechanics Skeeter Enter your mechanics names seperated by spaces suggestions l Warehouses lasbp Enter your warehouse ids seperated by spaces Password 2222 Password for deleting data Bar Setup Your Suppliers Email l TO recieve estimate additions via email fram your customers Please Enter the Opening and closing times for the Scheduler Open Hour 5 AM 6 AM OF AM g AM Close Hour 5 PM O 6 PM 7 PM O g PM g PM 10 PM I hereby a authorize the repair
4. Clutch Engine Drive Train Vision Manuals amp Misc New Order Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your QOH Order Labor Operation Years Skill Est Time Qty Ext Time Flat Rate Price Current Work Order View Work Orders The Electronic Catalog is intuitive and easy to use Make the selections required to find the part you re looking for and put a check in the Select box to the right of the part number When you re done click the Add to Order button Current Customer View 1 ePart Part Order Work Order Orders Information Catalog Hist Edit Your Run Ace istory Scheduler Inventory Reports its Supplier DEMOPLUS i ificati i Se Les Description New Vehicle Category Specifications Service Intervals Description Search Description Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC Add to Order Catalog Store Supplier Qty Description Years Mfg Part Number Description List Price Core OOH Your QOH rdar Select REMAN WATER PUMP 98 05 CAR 57 1520 REMAN WATER PUMP 121 10 58 25 10 00 0 1 H vi Add to Order New Order Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your QOH Order Labor Operation Years Skill Est Time Qty Ext Time Flat Rate Price Current Work Order View Work Orders The following screen is displayed Current View Customer ePart Check Stack Part Order Edi Work Order Orders i 1 dit Your Run Manage
5. Model PASSAT Fleet Pick Customer Pick Vehicle Current Mileage 22001 i See Our ePart Manager Tutorial Description of Work fluid leaking on garage floor looks like antifreeze Description Supplier Supplier QOH Your QOH Extension bal DEMOPLUS 0 H 0 00 M Delete Add Misc Part Update Supplier Qty Sg eee Years lakii Time S Ext Time Fixed Prica 5 D o E o 0 E Delete mss Add Misc Labor Original Estimate Parts Ext Labor Ext Tax Est Total Order Total Add to Estimate Send Status Emai 200 00 0 00 0 00 0 00 0 00 0 00 Recommended Repairs Needed e Add From Kit Print Estimate Save Changes Delete Work Order Save Work Order as Kit Next we ll look up the parts needed for the job Click on the ePart Catalog tab at the very top of the page It knows the car you re working on so you just need to look up the parts for the job Current View Customer ePart Check Stock Y Part Order Edit Your Run Manage are Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Kits Help Supplier DEMOPLUS New Vehicle Category Specifications Service Intervals Sns Search Description Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC Ignition amp Engine Filters Belts amp Cooling Fuel amp Emission Electrical Heating amp Air Conditioning Brakes amp Wheel Bearings Chassis amp Steering Exhaust amp
6. Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC License Work Order 4522 Customer Roger Mechanic Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your QOH Order Locations Locations Labor Operation Years Skill Est Time Qty Ext Time Flat Rate Price Current Work Order View Work Orders Now click the Current Work Order button at the bottom You will be directed to the original work order with Parts Labor and Prices filled in Current View Customer ePart Part Order Edit Your Run ee cs Work Order Orders Information Catalog History Scheduler Inventory Reports K Supplier DEMOPLUS Save Changes Delete Work Order Save Work Order as Kit Print Estimate Start New Work Order Customer 216 Work Order 4522 Mileage 0 Name Roger Miller Year 2005 License Home Phone 6022471328 Make VOLKSWAGEN VIN Work Phone Model PASSAT Fleet Pick Customer Pick Vehicle Current Mileage 22001 See Our ePart Manager Tutorial Description of Work fluid leaking on garage floor looks like antifreeze Description Supplier Supplier QOH Your QOH Extension Delete GAR o 5zas20 O REMAN WATER PUMP DEMOPLUS 0 aO O sain aR Update Supplier Qty Operation Years Ski Notes Qty Ext Time Fixed Price REMOVE amp REPLACE REPLACE RADIATOR H REVERSE CLEAN amp FL DIAGNOSIS COOLING Original Estimate Part si lt Tag Total Total Add to Esti
7. Year 2005 License Home Phone 6022471328 Make VOLKSWAGEN VIN Work Phone Model PASSAT Fleet Pick Customer Pick Vehicle Current Mileage fo See Our ePart Manager Tutorial Description of Work Description Supplier Supplier QOH Your QOH Extension OO DEMOPLUS 0 Rl goo O Jo Update Supplier Qty Order Parts Operation HEIEN GIS Notes Qty Ext Time Fixed Price Price Mechanic Delete co J jf jo koo o0 E Original Estimate Parts Ext Labor Ext Tax Est Total Order Total Add to Estimat Send Status Email Add to Estimate JL Send Status Emai 0 00 0 00 0 00 0 00 0 00 0 00 Recommended Repairs Needed a E ES Add From kit Print Estimate Save Changes Delete Work Order Save Work Order as Kit Now let s fill in the Work Order Enter the vehicle s mileage and a brief description of the work required based on the customer s request and the estimated amount to repair the problem Click the Add to Estimate button to the left of the Estimated Amount This will save your changes Current View Customer ePart Check Stock Part Order Edit Your Run Manage sare Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports KiS Help Supplier DEMOPLUS Save Changes Delete Work Order Save Work Order as Kit Print Estimate Start New Work Order Customer 216 Work Order 4522 Mileage O Name Roger Miller Year 2005 License Home Phone 6022471328 Make VOLKSWAGEN VIN Work Phone
8. features of ePartManager First we ll look at the Scheduler Click on the Edit Scheduler Tab at the top of the page It will take you to your schedule Current View f Customer Patt Pat Order f Edit Your Ruri Supplier DEMOPLUS Work Order Orders Information Catalog History Scheduler Inventory Reports March 2006 Sun Mon Tue Wed Thu Selected Date 3 20 2006 Select Time Range B AM to 5 PM 11 Edit Schedule Entries for selected date ret wj accountant RI G 2001 Caprice noise en brakes Avis unit 4430 pm and 30 000 mi check 17 aa rep demo new tire machine vils Ford shop nic Click the Edit Schedule button to add appointments Your setup page determines the hours your schedule covers Current Customer ePart Part Order Edit Your Ruri Manage Supplier DEMOPLUS Work Order Information Catalog History Scheduler Inventory Reports kits March 2006 Sun Mon Tue Wed THU Fri FEFEFE View Sedu Z Selected Date 3 20 2006 Select Time Range AM to 5 PM Save Changes Cancel Changes John Hamilton Contour brakes front Y meet w accountant 99 Mustang both rad i hoses ck cooling sys Bill Davis 2001 Caprice noise in brakes Roger Ramjet 2002 Silverado replace cat converter Avis unit 4452 p m and 30 000 mi check Avis unit 5111 p m and 20 000 mi check 12 Now let s look at your inventor
9. 5 D 10 fh F Remove amp Replace Cooling Fan Control Module 05 B 0 7 i CY BE Remove amp Replace Cooling Fan Relay One Or Both 98 05 B 0 5 i E O Remove amp Replace Electric Fan Motor 98 05B 18 o JD Remove amp Replace Fan Clutch 98 05 C 07 iti i O Remove amp Replace Low Coolant Sensor 98 05 B 0 6 R E Remove amp Replace Radiator 98 05 D 37 iti i O Replace Radiator Hose Both os D O4 R E M Remove amp Replace Radiator Hose Both 95 05 D 09 R LU Remove amp Replace Radiator Hose One 05 D 0 6 R R Remove amp Replace Radiator Reserve Tank 98 05 D 0 7 a O fendas A oA 909 R 15s f z Remove amp Replace Thermostat amp Or Gasket 98 05 D 3 2 iti i E O PES AA eey amp separate housing 98 05 B 4 8 F KRI nets ave a eL 98 05 D 2 5 1 D Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC License Work Order 4522 Customer Roger Mechanic Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your Qq Select the Labor Operations you are going to perform then click Add to Order The following screen a p pea rs Current View Customer ePart Check Stock Part Order Edit Your Run Manage Boas Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Klis Help Supplier DEMOPLUS Teat i hescriptionL Search Description New Vehicle Category Specifications Service Intervals Description Search Description Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC
10. Hel Information Catalog Stock Order History Scheduler Inventory Reports elp Kits Supplier DEMOPLUS i Teat i hescriptionL___________L Search Description New Vehicle Category Specifications Service Intervals Description Search Description Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC License Work Order 4522 Customer Roger Mechanic Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your QOH Order Locations Locations Labor Operation Years Skill Est Time Qty Ext Time Flat Rate Price Current Work Order View Work Orders The water pump is now entered onto the work order Let s add the labor Click on the Group button above the selected vehicle On the next screen click on the appropriate Labor Group You will see the Labor Operation selection screen below Current View Customer ePart Check Stock Part Order Edit Your Run Manage Hel Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Kits elp Part n New Vehicle Category Specifications Service Intervals Description Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC Special Conditions w AUTO TRANS Diagnosis Cooling System S l 05 D 0 4 iJ IS Includes Pressure test for leaks inspect belts hoses amp test Radiator cap Flush Cooling System 05 p DI i e O DOES NOT include R amp R hoses amp thermostat
11. Wanager what cars this customer has Click the Add A New Car button This will take you to the Electronic Catalog Select the appropriate Year Manufacturer Model and Engine Size then simply click the Current Work Order button at the bottom of the screen Current View Customer ePart Check Stock Part Order Edit Your Run Manage Hel Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Kits SIH UI R Selected Vehicle 2005 VOLKSWAGEN PASSAT 6 2771 2 8L DOHC Ignition amp Engine Filters Belts amp Cooling Fuel amp Emission Electrical Heating amp Air Conditioning Brakes amp Wheel Bearings Chassis amp Steering Exhaust amp Clutch Engine Drive Train Vision Manuals amp Misc New Order Mfg Pn Description List Cost Core Supplier Supplier s Whse QOH Supplier QOH Your QOH Order Labor Operation Years Skill Est Time Qty Ext Time Flat Rate Price Current Work Order View Work Orders This will take you back to the work order but now the vehicle information is filled in You can add more vehicles later from the Customer Information screen Current View Customer ePart Check Stock Part Order Edit Your Run Manage T Work Order Orders Information T Stock T Order History Boho moe eae Kits Help Supplier DEMOPLUS Save Changes Delete Work Order Save Work Order as Kit Print Estimate Start New Work Order Customer 216 Work Order 4522 Mileage 0 Name Roger Miller
12. als Your browser will re Contact the 4uto Parts store for the above information Enter your Customer Number supplied by Autologue and your Password the one you provided at signup Here s a tip after you log in the first time you ll only have to click on the Login button at the bottom to access your site Once you log in you will be directed to the ePartManager Main Screen Current View Customer ePart Check Stock Part Order Edit Your Run Manage ee Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Klis Help Supplier DEMOPLUS Save Changes Delete Work Order Save Work Order as Kit Print Estimate Start New Work Order Customer Work Order 4290 Mileage Name Year License Home Phone Make VIN Work Phone Model Fleet Pick Customer Current Mileage See Our ePart Manager Tutorial Description of Work Extension Delete Parts Description Supplier Supplier QOH Your QOH Order 1 0 00 1 bd DEMOPLUS 0 Add Misc Part Misc Part Update Supplier Qty Order Parts Mechanic R o ii R _ 8 0 00 Te H 2 Add Misc Labor Original Estimate Parts Ext Labor Ext Tax Est Total Order Total Add to Estimate Send status Email pooo 0 00 0 00 0 00 0 00 0 00 Recommended Repairs Needed i Add From kit Print Estimate Save Changes Delete Work Order Save Work Order as Kit This is where you ll always go to start any transacti
13. anage Ss inplion Sales Work Order Information Catalog History Scheduler Inventory Reports kits SUP PIED 29192 Save Changes Delete Work Order Save Work Order as Kit Print Estimate Start New Work Order Customer Work Order 5230 Mileage Name fear License Home Phone Make VIN Work Phone Model Fleet Pick Customer Current Mileage S l See Gur ePart Manager Tutorial Description of Work a Purchase Order created on 3 30 2006 12 26 34 PM yescrinti EXH 42970 List Extension Delete 2 62 00 124 0000 9 0000 Sales R Sales U 106 22 3 10 68 2000 B I Sales O 1 koo 8 D Operation Y S Mechanic Delete LC lo E Ji jo 0 00 J Add to Estimate Original Estimate Parts Ext Labor Ext Tax Est Total Order Total Add toa Estimate Send Status Email ni 0 00 201 20 0 00 15 59 0 00 216 79 14 This procedure will only work if you re connected to a supplier and as you notice on the previous screen his Quantity on Hand is displayed in the Supplier QOH column If you are connected just click Order Parts after clicking Delete next to the parts you wish NOT to order You will be directed to a screen asking you how you would like the parts delivered ePart Catalog Part Order History Edit Scheduler Run Reports Your Inventory Supplier Sales JH WarehouselPO Num
14. ber Sales 5230 Order Parts Delivery Type Order Notes Select the Delivery Type and click Order Parts Now you will be given an order result from your warehouse current View Customer eP att Check stock Part Work Order Orders Information Catalog Stock Order HIS Results from your Warehouse on part order Warehouse Order Status Response Ticket Number Thu Mar 30 12 30 25 Open Orders Return to Order When your order arrives from your supplier click the Your Inventory Tab at the top of the screen then click the Replinishment Order button and in the box under Receive an Order replace the words Work Order with your PO number as shown below and click Receive Po 15 Current View Customer ePart Check Stock Part Order Edit Your Run Manage Hel Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Kits SID Add New Parts Search For A Part View Product Lines Replenishment Order Import Parts From File Recieve an Order bes0 Receve bo Create a Replenishment Order MFR Code Description Cost Each Quantity On Hand Stocking Level Units Short Cost to Reorder Order Parts ACD R43 Ac Spark Plug 1 8800 16 24 8 15 0400 M ACD R43 Spark Plug Tooo 2 24 22 24 2000 CSP L82YC Champion Spark Plug 1 1700 4 8 4 4 6800 M EXH 42970 Tailpipe 31 0000 1 3 2 62 0000 M PRO 107 Oil Filter 2 0000 2 12 10 20 0000 v Create Work Order Purchase Order Click Yes to confirm
15. mate Send Status Email 200 00 aan eeo k o o DEAT tate 9 39 0 00 460 49 Recommended Repairs Needed RER water pump replace with rebuilt unit Press E Add From Kit Print Estimate Save Changes Delete Work Order Save Work Order as Kit This is your new estimate If an additional authorization is needed call the customer then click Add to Estimate Fill in the information and click Save Changes at the bottom This is your final Work Order and is automatically saved Click the Print Estimate button to display an Estimate ready to print 10 Estimate 4522 Name Roger Miller Address 19235 W Lewis Rd Buckeye AZ 5326 Home Phone 6022471328 Work Phone Model VOLKSWAGEN PASSAT Description of Work fluid leaking on garage floor looks like antifreeze Parts Mfz Part Operation List Qty CAR 57 1520 REMAN WATER PUMP 121 10 1 Total Parts 121 10 Description of Work DIAGNOSIS COOLING SYSTEM INCLUDES PRESSURE TEST FOR LEAKS INSPECT BELTS HOSES amp TEST RADIATOR CAP REVERSE CLEAN amp FLUSH COOLING SYSTEM DOES NOT INCLUDE R amp R HOSES amp THERMOSTAT REPLACE RADIATOR HOSE BOTH REMOVE amp REPLACE WATER PUMP INCLUDES R amp I COMPLETE PUMP ASSY amp SEPARATE HOUSING Total Labor 330 00 Original Estimate 200 00 Initials Additions to Work Order Date Amount Description 2 23 2006 2 02 09 PM 260 00 finish by 4 Tax 9 39 Sub Total 451 10 Total 460 49 Items that need attention
16. mber or type cash and click Submit If you would like to schedule the payment to be applied on another date check the box next to Pick Date For Payment Partial payments will reflect a remaining balance toward the Work Order Notice you can also email statements to a customer It will send the statement to the email address in their Customer Profile One of the two remaining Tabs at the top of the screen is Run Reports Very simply just choose the report you want then click Run Report The last Tab at the top of the screen is Manage Kits This screen is self explanatory and allows you to capture a Work Order and save it as a template You can then name it and edit it later for different Customers Customer ePart Part Order Run information Catalog History Scheduler Inventory Reports supplier sales Kits are a way of quickly inserting a group of often entered parts and labor items into a new work order Finalize any work order as a Ert and the saved kit information can then be added to any open work order It even copies the work order notes and estimate additions Kit Name Kit Description Template Work Order Delete Kit View Modity Template 10 Cooling System Chemicals 3662 Now you ve seen all the features of ePartManager and hopefully will do your own exploring to try them out Use this guide as a Quick Reference and if necessary call Autologue for further explanations 18
17. next time Thereby authorize the repair work to be done along with the necessary materials and agree that you are not reporsible forvechicle damage or the contents of the vechicle hereby grant penmission to operate the vechile herein described onctreets roads or elsewhere for testing mspection An express mechanic gt lein is hereby acknovrledged om above vehicle to secure the amount of repeirs thereto x Thorsday February 23 2006 14 16 44 Just use your PC s printer to print a copy to save This order is now available to access later by clicking on the View Orders tab at the top of the screen When your customer comes to pick up his car simply recall the Work Order and select Print Invoice at the bottom The next screen allows you to select payment type and will then generate a final invoice ick Stock Part Order Edit Your Run Manage Hel ck Order History Scheduler Inventory Reports Kits elp Are you sure you want to finalize this Work Order Customer 216 Cash Payment Type Customer asp Wark Order 4522 Mileage 22001 Name Roger Miller rder G f icense Home 6022471328 Tar hur VIN Phone Make VOLKSWAGEN Work Model PASSAT Fleet Phone Simply print it to your PC s printer and you re done Congratulations you ve just generated your first Work Order and are ready to learn more about the advanced features of ePartManager 11 Now let s get more familiar with some of the more advanced
18. on If this is your first time there s a few things we need to do so you can set up your software for use on a daily basis First you need a customer You ll load their name and address information as well as their vehicles Click on the tab at the very top of the page that says Customer Information At the next screen click on the Add a New Customer button Now you re at the Customer Information screen art Order Edit Our Run Manage L History Scheduler Inventory Reports kits Input new Customer Information and then click Save Save Customer Information Fill in the information requested or as many items as you can and click Save Customer Information at the bottom This will take you directly to the Work Order screen with the Customer being the one you just created Current View Customer ePart Check Stock Part Order Edit Your Run Manage L ST Ra EE Orders Information Catalog 7 Stock T Order History ey ans ji Reports F Kits Help Supplier DEMOPLUS Customer 216 Work Order 4522 Mileage Name Roger Miller Year License Home Phone 6022471328 Make VIN Work Phone Model Fleet Pick Customer Add A New Car Add a New Car Not From Catalog Back to Current Work Order Select Car for New Order Year Make Model Body Mileage Color Lic Vin Fleet Number 2005 WOLKSWAGEN passat o o e Switch to Car Edit Car Details Work Order History The next thing you need to do is tell ePart
19. receipt of the order The quantities have now been added to your inventory The next section to review is Customer billing procedures This is for Charge customers on open account with you First to establish who owes you money click the Run Reports Tab at the top of the screen Select Customers with Balances then Run Report Current View Customer ePart Part Order Edit Your Run Manage Work Order Orders Information Catalog History Scheduler Inventory Reports Kits Supplier Sales Customers with Balances Run Report E Pick Date Range This will create a Balance Report Current View Customer ePart Check Stock Part Order Edit Your Run Manage Hel Work Order Orders Information Catalog Stock Order History Scheduler Inventory Reports Kits BID Customer Balance Report Cust First Name Last Name Phone Address City Email Balance a ae os 666 5432 23356 Se Main Street Portland SE mp comeast net 62 9 S Account 16 Select the Customer you want to receive a payment from or print a statement for by first clicking the Customer Information Tab at the top of the screen then type the Customer number in the Customer Search box then click Go At the next screen click Edit Details at the end of the line You will then be directed to the Customer Screen as shown below Current View Customer Part Order ePart Edit Work Order Orders Information Catalog History Scheduler
20. s is where you establish your pricing and maximum stocking level for re ordering From this screen you may search for a part number view all your product lines create purchase orders to replenish stock and import complete lines from a file into your inventory eliminating the need to add numbers one by one Let s start off by taking a look at importing parts from a file This is probably the most labor saving function available in ePartManager It eliminates the need to enter each and every part number one at a time and only requires you to get the numbers in a file such as Excel Once you click on the button Import Parts From File you will see a screen outlining the format the file needs to be in before you can import it Arrange the file so you have all the information you need Select the fields you want to import by removing the checkmarks next to the fields you DON T want to import then give the location of the file on your PC or use the browse button to locate it Next click Import From File This will take the numbers in your spreadsheet and convert them for use in ePartManager Once it s done click Save Changes to Inventory and you re done Just select the new manufacturer and it will display all the information you just imported Specific numbers can be deleted by putting a checkmark next to them then clicking on Delete Selected Parts At this point you must manually fill in the Stocking Level field 13 for the numbers you
21. stock This is only to replenish stock and ALL the numbers will have pricing when put on a work order The next function we ll look at is stock replenishment From the Your Inventiory screen all you have to do is click on the Replenishment Order button This will automatically create an order for everything below it s stocking level Once you click this button a new screen will be displayed Current View Customer ePart Check Stock Part Order Edit Your Run Manage ea Work Order Orders Information Catalog Stack Order History Scheduler Inventory Reports Kits Help Supplier Sales Add New Parts Search For A Part View Product Lines Replenishment Order Import Parts From File Recieve an Order Work Order Create a Replenishment Order MFR Code Part Number Description Cost Each Quantity On Hand Stocking Level Units Short Cost to Reorder Order Parts ACD R43 Ac Spark Plug 1 8800 16 24 8 15 0400 E ACD R43 Spark Plug 1 1000 2 24 22 24 2000 M CSP L amp 2YC Champion Spark Plug 1 1700 4 8 4 4 6800 M EXH 42970 Tailpipe 31 0000 1 3 2 62 0000 M PRO 107 Oil Filter 2 0000 2 12 10 20 0000 CO Create Work Order Purchase Order At this point you have the ability to put all these parts on a work order so you may order from your supplier with just one click Put a check next to the parts you want to order and click Create Work Order Purchase Order The following screen will appear current Customer ePatt Part Order Edit Your Rur W
22. y This section of ePartManager allows you to manage an inventory of parts you normally keep on hand including pricing stock levels for re ordering and kit management Click on the Your Inventory tab at the top of the page Current View Customer ePart Check Stock Part Order Edit You Run Manage BSS Work Order Orders Information Catalog Stock Order History Scheduler rianta Reports kits Help Supplier DEMOPLUS Add New Parts New Parts Search For A Part For amp Part View Product Lines Replenishment Order Import Parts From File Save Changes to Inventory Delete Selected Parts Filter List by Mfr Code NEW MFG Part Number Description Stocking Level Selectec NEW MFG NEW PART New Part Description 0 00 0 00 0 00 H O This is the main inventory screen There are several options to choose from starting with Add New Parts Let s click on this button now Current f view Part Order Edit Run Manage Work Order Orders Information Catalog History Scheduler Inventory Reports Kits Supplier DEMOPLUS Add New Parts Search For 4 Part View Product Lines Replenishment Order Import Parts From File us a New Part Number Mo Part Number Description Sell Price Cost Price Core Price Qo St N Ing level os E334 faji in tape 19 00 in ii 4 iz Fill in the fields then click Add New Part to Stock Continue until you have entered all your numbers making sure to fill in all fields that apply to this part Thi
Download Pdf Manuals
Related Search