Using Catalog

1. On the Work Order editor screen, double click the Labor Line Item to open the update labor line item dialog.

2. Click the Labor Guide button on the toolbar to open the labor guide dialog.

3. If you have a preset labor search configured, you will be presented with the labor operations and times. If not, either type in a text search in the Guide Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

4. Click on the labor operation you require. If there are multiple option for the job such as air conditioning interference, hold down your CTRL key while selecting them. See example below.

5. Click on Apply to update the work order with the labor descriptions and time.

Tip: There are two options available to you when applying labor to the work order from the labor guide. They are to copy labor descriptions and copy labor sub operation descriptions. These options are located directly beneath the Guide Search field. By default, copy labor descriptions is checked and copy labor sub operation descriptions is not.

 

1. Right click on an existing line item within the service package.

2. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

3. Choose Labor.

4. A new Update Labor Line Item dialog will appear. Click on the Labor Guide button.

5. Either type in a text search in the Guide Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

6. Click on the labor operation you require. If there are multiple option for the job such as air conditioning interference, hold down your CTRL key while selecting them. See example below.

7. Click on Apply to update the work order with the labor descriptions and time.

Tip: There are two options available to you when applying labor to the work order from the labor guide. They are to copy labor descriptions and copy labor sub operation descriptions. These options are located directly beneath the Guide Search field. By default, copy labor descriptions is checked and copy labor sub operation descriptions is not.

1. Click the Labor Guide button on the toolbar to open the labor guide dialog.

2. Either type in a text search in the Guide Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

3. The labor operations and times are displayed.

Labor Search Tour   (Stand Alone Catalog)

 

1. On the Work Order editor screen, double click the Material Line Item to open the update material line item dialog.

2. Click the Catalog button on the toolbar to open the Catalog dialog. If you have multiple catalog user ID's configured, select the catalog you wish to use.

3. If you have a preset part search configured, you will be presented with the parts available that match the application. If not, either type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

4. If the part description is underlined, additional information is available via Epicor (formerly Activant)'s Cover to Cover feature. Information includes: pictures, OEM part numbers, specifications, warranty, etc. Simply click on the description to launch it.

5. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

6. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

Time Saver: You can also right click on the item and choose the catalog to use. This saves you from having to open the material item dialog and then save it when exiting the catalog.

1. Right click on an existing line item within the service package.

2. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

3. Choose Supplied Item then Unsourced Part.

4. A new Update Material Line Item dialog will appear.

5. Click the Catalog button on the toolbar to open the Catalog dialog. If you have multiple catalog user ID's configured, select the catalog you wish to use.

6. Either type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

7. If the part description is underlined, additional information is available via Epicor (formerly Activant)'s Cover to Cover feature. Information includes: pictures, OEM part numbers, specifications, warranty, etc. Simply click on the description to launch it.

8. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

9. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

1. Click the Parts Catalog shortcut.

2. Choose the ePartExpert Catalog.

3. Either type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

4. The parts information will be displayed.

Part Search Tour (Stand Alone Catalog)

1. Select the part number you wish to check other product lines against.

2. Click the smart label on the Query button.

3. Click All Line.

4. Select all the lines you wish to query on by clicking in the corresponding boxes.

5. Click Apply. The cross referenced line items will be displayed.

All Lines Tour

Interchange is used to cross-reference part numbers. This can be a useful tool if you have a competitive part that has been taken off the vehicle. An example might be an OEM belt or a Gates belt and your supplier stocks Dayco.

From the Parts Catalog Tab

1. Right click the part number.

2. Choose Interchange.

3. The part numbers that cross-reference to the selected part are displayed.

From the Interchange Tab

1. In the Search field, type the part number and then press enter.

2. The part numbers that cross-reference to the selected part are displayed.

3. Click on the part number for the application and then click Apply to return the information back to the work order.

Interchange Tour

Tire Fitment provides the standard tire sizes for the vehicle models, Lug Nut Torque Ft/Lbs, inflation and rim width.

1. Open the catalog and click the Tire tab. The standard tire fitment information for the selected vehicle will be displayed.

2. To search your inventory for tires in that size, select the tire size, right click and choose Search Inventory.

Tire Fitment Tour

Tip: The Software can provide you with tire price lists from your tire supplier. Ask your local representative for details.

1. Search for the parts in the catalog as per normal.

2. Click the box under the C column for each part your want to check. Or, click the heading box for the entire manufacturer to select all parts.

3. Choose the online supplier from the Supplier drop down list.
   When using the master list as a supplier, only pricing is provided.

4. Click on the Check Availability button.

5. If the part is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

6. If the part is found at the supplier specified through online ordering, the O column box will be selected and your pricing from the supplier will be returned. The sell price defaults will calculate your selling prices if implemented. When the parts are found in the supplier's distribution center or warehouse, the O will display a magenta W. When the part is found at another store within their network, the O will display a  blue N.

7. If the supplier has an alternate part for the application, it will be listed directly below the part you inquired on and will be blue in color.

8. Click Apply to return the part and pricing information back to the work order. The quantity will default to the PC (Per Car Quantity).

Check Availability Tour

Important: The first time you look up parts using the Napa Catalog, you will require to link the software's vehicle card to the Napa vehicle card. You will be prompted a dialog is provided with the existing vehicle information to help.

1. On the Work Order editor screen, double click the Material Line Item to open the update material line item dialog.

2. Click the Napa Catalog button on the toolbar to open the Catalog dialog.

3. If you have a preset part search configured, you will be presented with the parts available that match the application. If not, either type in a text search in the Catalog Search field or navigate the Category/Group drop down menus on the right side of the window.

4. If the part description is underlined, additional information such as images. Simply click on the description to launch it.

5. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

6. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

Time Saver: You can also right click on the item and choose the catalog to use. This saves you from having to open the material item dialog and then save it when exiting the catalog.

Important: The first time you look up parts using the Napa Catalog, you will require to link the software's vehicle card to the Napa vehicle card. You will be prompted a dialog is provided with the existing vehicle information to help. Right click on an existing line item within the service package.

1. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

2. Choose Supplied Item then Unsourced Part.

3. A new Update Material Line Item dialog will appear. Click on the NAPA Catalog button.

4. Either type in a text search in the Catalog Search field or navigate the Category/Group drop down menus on the right side of the window.

5. If the part is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

6. If the part is found at the supplier specified through online ordering, the O column box will be selected and your pricing from the supplier will be returned. The sell price defaults will calculate your selling prices if implemented. When the parts are found in the supplier's distribution center or warehouse, the O will display a magenta W. When the part is found at another store within their network, the O will display a  blue N.

7. If the supplier has an alternate part for the application, it will be listed directly below the part you inquired on and will be blue in color.

8. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

9. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

1. Click the Parts Catalog shortcut.

2. Choose the NAPA catalog.

3. Either type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

4. The parts information will be displayed.

5. If the part description is underlined, additional information such as images. Simply click on the description to launch it.

Part Search Tour (Stand Alone Catalog)

 

1. Search for the parts in the catalog as per normal.

2. Click the box under the C column for each part your want to check. Or, click the heading box for the entire parts list.

3. Choose the online supplier from the Supplier drop down list.
   When using the master list as a supplier, only pricing is provided.

4. Click on the Check Availability button.

5. If the part is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta .

6. If the part is found at the supplier specified through online ordering, the O column box will be selected and your pricing from the supplier will be returned. The sell price defaults will calculate your selling prices if implemented. When the parts are found in the supplier's distribution center or warehouse, a W will be displayed in purple.

7. If the supplier has an alternate part for the application, it will be shown in the comments next to the listed part.

8. Click Apply to return the part and pricing information back to the work order. The quantity will default to the PC (Per Car Quantity).

Check Availability Tour

1. On the Work Order editor screen, double click the Material Line Item to open the update material line item dialog.

2. Click the Catalog button on the toolbar to open the Catalog dialog. If CARQUEST is not your default catalog, click the drop down arrow beside the catalog button on the toolbar.

3. If you have a preset part search configured, the search term will automatically be inserted into the catalog search field. If not, type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

4. Click the binoculars icon to initiate the search.

5. If the part description is underlined, additional information is available. Information includes: pictures, OEM part numbers, specifications, warranty, etc. Simply click on the description to launch it.

6. If the part is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

7. If the part is found at the supplier specified through online ordering, the O column box will be selected and your pricing from the supplier will be returned. The sell price defaults will calculate your selling prices if implemented. When the parts are found in the supplier's distribution center or warehouse, the O will display a magenta W. When the part is found at another store within their network, the O will display a  blue N.

8. If the supplier has an alternate part for the application, it will be listed directly below the part you inquired on and will be blue in color.

9. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

10. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

Time Saver: You can also right click on the item and choose the catalog to use. This saves you from having to open the material item dialog and then save it when exiting the catalog.

1. Right click on an existing line item within the service package.

2. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

3. Choose Supplied Item then Unsourced Part.

4. A new Update Material Line Item dialog will appear.

5. Click the Catalog button on the toolbar to open the Catalog dialog. If CARQUEST is not your default catalog, click the drop down arrow beside the catalog button on the toolbar.

6. If you have a preset part search configured, the search term will automatically be inserted into the catalog search field. If not, type in a text search in the Catalog Search field or navigate the Category/Group/Description drop down menus on the right side of the window.

7. Click the binoculars icon to initiate the search.

8. If the part description is underlined, additional information is available. Information includes: pictures, OEM part numbers, specifications, warranty, etc. Simply click on the description to launch it.

9. Click on the part you require. The quantity will default to the PC (Per Car Quantity).

10. Click on Apply to update the work order with the part number, description and suggested selling price. If the part number is found in inventory the part will be drawn from inventory automatically.

11. Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions,  copy parts pricing and copy parts quantity. These options are located directly beneath the Catalog Search field. By default, they are both checked.

Interchange is used to cross-reference part numbers. This can be a useful tool if you have a competitive part that has been taken off the vehicle. An example might be an OEM belt or a Gates belt and your supplier stocks Dayco.

From the Parts Catalog Tab

1. Right click the part number.

2. Choose Interchange.

3. The part numbers that cross-reference to the selected part are displayed.

From the Interchange Tab

1. In the Search field, type the part number and then press enter.

2. The part numbers that cross-reference to the selected part are displayed.

3. Click on the part number for the application and then click Apply to return the information back to the work order.

Interchange Tour

Tire Fitment provides the standard tire sizes for the vehicle models, Lug Nut Torque Ft/Lbs, inflation and rim width.

1. Open the catalog and click the Tire tab. The standard tire fitment information for the selected vehicle will be displayed.

2. To search your inventory for tires in that size, select the tire size, right click and choose Search Inventory.

Tire Fitment Tour

Tip: The Software can provide you with tire price lists from your tire supplier. Ask your local representative for details.

1. On the Work Order editor screen, double click the Material Line Item to open the update material line item dialog.

2. Click the Wrenchead Catalog button on the toolbar to open the Catalog dialog.

3. Find all the parts you require according to the instructions provided to you by your parts supplier and add them to your order.

4. Click the Order Review tab to see your list of parts.

5. Click Copy & Return at the top left of the dialog to return your parts information to the work order.Copy Descriptions: You can choose whether to copy descriptions to your work order or not by selecting or deselecting this box.

Time Saver: You can also right click on the item and choose the catalog to use. This saves you from having to open the material item dialog and then save it when exiting the catalog.

1. Right click on an existing line item within the service package.

2. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

3. Choose Supplied Item then Unsourced Part.

4. A new Update Material Line Item dialog will appear. Click on the Wrenchead Catalog button.

5. Find all the parts you require according to the instructions provided to you by your parts supplier and add them to your order.

6. Click the Order Review tab to see your list of parts.

7. Click Copy & Return at the top left of the dialog to return your parts information to the work order.

1. Click the Parts Catalog short cut.

2. Choose the Wrenchead catalog.

3. Find all the parts you require according to the instructions provided to you by your parts supplier.

 

Important: The first time you look up tires using the Tire Center Catalog, you will require to link the software's vehicle card to the Tire Center vehicle card. You will be prompted a dialog is provided with the existing vehicle information to help.

1. On the Work Order editor screen, double click the Material Line Item to open the update material line item dialog.

2. Click the Catalog drop down button on the toolbar and then click on the Tire Center Catalog.

3. If you wish to use the tire specification tab, specify the vehicle. Once you set it, it will be remembered on subsequent lookups.

4. If you know the size of the tire, click the parts catalog tab and type the size in the size field and then press the ENTER key or click the Query menu button.

5. If you want to use the vehicle's Tire Specification to search for tires, click the Tire tab.

   1. 1. Right click on any of the sizes highlighted in yellow and choose Search Tire Center.

6. If the description is underlined, additional information is available by click on the description.

7. If the tire is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

8. If the tire is found at the supplier for the asking quantity specified through online ordering, the O column box will be selected and your cost will be returned. If you want an automatic selling price to be calculated as well, use the sell price defaults feature.

9. You can filter by Vendor by clicking the Vendor drop down menu and choosing a brand.

10. Click on the tire you require.

11. Click on Apply to update the work order with the part number, description and pricing. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions and copy parts pricing. These options are located directly beneath the Catalog Size Search field. By default, they are both checked.

 

Time Saver: You can also right click on the item and choose the catalog to use. This saves you from having to open the material item dialog and then save it when exiting the catalog.

Important: The first time you look up tires using the Tire Center Catalog, you will require to link the software's vehicle card to the Tire Center vehicle card. You will be prompted a dialog is provided with the existing vehicle information to help.

 

1. Right click on an existing line item within the service package.

2. Choose either insert above or insert below depending on where you want the new item to appear relative to the item you selected in step 1.

3. Choose Supplied Item then Unsourced Part.

4. A new Update Material Line Item dialog will appear. Click on the  catalog drop down and choose Tire Center Catalog.

5. Click the Catalog drop down button on the toolbar and then click on the Tire Center Catalog.

6. If you wish to use the tire specification tab, specify the vehicle. Once you set it, it will be remembered on subsequent lookups.

7. If you know the size of the tire, click the parts catalog tab and type the size in the size field and then press the ENTER key or click the Query menu button.

8. If you want to use the vehicle's Tire Specification to search for tires, click the Tire tab.

   1. Right click on any of the sizes highlighted in yellow and choose Search Tire Center.

9. If the description is underlined, additional information is available by click on the description.

10. If the tire is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

11. If the tire is found at the supplier for the asking quantity specified through online ordering, the O column box will be selected and your cost will be returned. If you want an automatic selling price to be calculated as well, use the sell price defaults feature.

12. You can filter by Vendor by clicking the Vendor drop down menu and choosing a brand.

13. Click on the tire you require.

14. Click on Apply to update the work order with the part number, description and pricing. If the part number is found in inventory the part will be drawn from inventory automatically.

Tip: There are three options available to you when applying parts to the work order from the catalog. They are to copy part descriptions and copy parts pricing. These options are located directly beneath the Catalog Size Search field. By default, they are both checked.

 

1. Click the Parts Catalog shortcut.

2. Choose the Tire Center Catalog.

3. If you wish to use the tire specification tab, specify the vehicle.

4. If you know the size of the tire, click the parts catalog tab and type the size in the size field and then press the ENTER key or click the Query menu button.

5. If you want to use the vehicle's Tire Specification to search for tires, click the Tire tab.

   1. 1. Right click on any of the sizes highlighted in yellow and choose Search Tire Center.

6. If the description is underlined, additional information is available by click on the description.

7. If the tire is found in the local inventory, the I column box will be selected. If you do not have enough quantity to satisfy the application the checkbox will be magenta.

8. If the tire is found at the supplier for the asking quantity specified through online ordering, the O column box will be selected and your cost will be returned.

9. You can filter by Vendor by clicking the Vendor drop down menu and choosing a brand.

10. Right click on the tire you require.

11. Click Add To Order.

12. Specify the Quantity, flag it if it is urgent, and add a comment if required.

13. You are now on the Online Order tab. You can return to the Parts Catalog or Tire tabs to search for more tires and add them to the order as required.

14. Right click on existing items to update or remove them.

15. To place the order, click Tools | Order All.

16. The order is placed and a Purchase Order has been created in the Purchase Manager.