Online Ordering

The unique advantage of the software's online ordering system is that regardless of the supplier you connecting to, the software operates the same. The Software was purposely designed to communicate in the background with different suppliers while providing you with the same user interface. This drastically reduces the learning curve as you are not required to learn each supplier's parts procurement system.

Some online catalog systems do not provide the ability for direct queries and therefore limit the ability of the software's unique interface design. In these cases, a separate browser is loaded to allow you to interact with their interface and copy the information back to the software.

Pre-requisite Reading: Before you learn and use the software's supplier connection, it is imperative that you learn and are comfortable with the catalog system you will be using. Please read The Electronic Catalog before proceeding.

The Online Order Tab

The Online Order tab of the work order is where the online ordering system all comes together and is managed most efficiently. To access the Online Order Tab, simply click the tab on an open work order.

At the top of the dialog, you have two options. You can choose to display alternate part numbers provided by the supplier or not, and you can choose the supplier you would like to inquire on.

The parts are grouped by status and parts will be listed beneath the their current status group.

Status Groups

Parts Not Sourced - will list all parts that have not been queried on.

Response Received - will list all parts that have been queried on but have not been flagged to be ordered.

Parts Waiting To Be Ordered - will list parts that have been queried on and flagged to be ordered. The parts will also be categorized by supplier.

Order Confirmed - will list parts that have been ordered but not received.

To Manipulate Individual Parts

To Manipulate Groups of PartsTo manipulate groups of parts, right click on the group heading (i.e. Parts Waiting to be Ordered) and your options are displayed.
Parts Not Sourced - Allows you to Query All parts in the group at once.
Parts Waiting To Be Ordered - Right clicking on the supplier's name will allow you to Order All parts at once.
Confirmation Number - Right clicking on the confirmation number will allow you to receive all parts at once.

The best practice to follow when using the Online Order Tab is to:
You have previously found the part in the catalog under most circumstances.
Select your Supplier.
Right click on the Parts Not Sourced group and Inquire All. All parts found and available will be automatically moved to the Waiting To Be Ordered group and status under the appropriate supplier.
Right click any parts that were not found/available and choose Catalog to search for an alternate part from the same supplier or a competitive part using another supplier's catalog.
Repeat steps 3 and 4 until all possibilities have been exhausted.
Right click on the Supplier's Name and choose Order All. Repeat this step for each supplier. All parts ordered will automatically be moved to the Order Confirmed group and status.
When the parts arrive, right click the confirmation number and choose Receive All to acknowledge receipt. The parts will automatically update the work order and be removed from the Online Order Tab dialog.
Note: It can be very useful to design your service packages so that they contain all the most likely materials to be used on a job. This will drastically reduce the number of parts you will required to insert into each package and as a result you will be able to go directly to the online order tab to inquire on all parts at once. The more automated you can make it the less time it will take to source parts. It is much less time consuming to remove material line items then insert them.

Online Order Tab Tour

Catalog Integration (Recommended Method)

By far, the most efficient way to check for pricing and availability on parts is to use the online capabilities that are integrated directly into the parts catalogs.

See Catalog and Work Order Integration.

The Order/Inquire Online Dialog (Alternate Method)

This method is most useful when ordering a single part, identifying alternate locations for parts within the supplier's network, or if you know the line code and part number on non-catalog items.

To Access the Order/Inquire Online Dialog from an Existing Material Line Item.

To Access the Order/Inquire Online Dialog by Inserting a New Material Line Item.

The Toolbar

The Dialog Fields

Order/Inquire Online Tour

Wrenchead

The Software launches a web browser to provide access to the Wrenchead catalog. Once you have checked for pricing and availability with your supplier, you can return the information to your work order. For training on the Wrenchead catalog please contact your supplier as it is out of the scope of the Software and Support.

From the Online Order tab,

1. Right Click on an item that is to be ordered using Wrenchead.

2. Select the Wrenchead catalog and the browser will open,

3. All items that were previously checked will be placed in the Stock Check tab,

4. Check the box next to each item you wish to order and click the Add to Order button,

5. Click the Order Review tab,

6. Enter your purchase order number and click the Place Order button, the order confirmation will be returned to the software.

7. To copy and return to the software, click the Copy & Return to the software button,

8. On the Match Work Order Material Lines dialog, click the Line Item box and the ellipsis that appears to select the service to apply the material item to. If you do not match up the parts, the sell price defaults will not be applied.,

9. Click Apply.

Wrenchead Tour

WORLDPAC

The Software launches a web browser to provide access to WORLDPAC speedDial. Once you have checked for pricing and availability with your supplier, you can return the information to your work order. For training on WORLDPAC speedDial please contact your supplier as it is out of the scope of The Software and Support.

From the Online Order tab,

1. Click the Online Order button,

2. Select WORLDPAC speedDial and the browser will open,

3. Using the Catalog, check for pricing and availability,

4. Export each item you wish to copy back to the software,

5. On the Match Work Order Material Lines dialog, click the Line Item box and the ellipsis that appears to select the service to apply the material item to. If you do not match up the parts, the sell price defaults will not be applied.,

6. Click Apply,

7. When finished, you can close down speedDial or switch back to the software via the windows task bar or by clicking the link to the software in the bottom right hand corner of the speedDial dialog.

8. When you return to WORLDPAC to place your order from the software, your original order should be selected automatically. If it isn't, select the appropriate order and place it. The confirmation will be returned to the software and mark the items as order confirmed.

WORLDPAC Tour