Mobile App Users Guide Table of Contents

Transcription

1 Table of Contents Overview... 2 Installing The epart Mobile App... 2 Starting Up The epart Mobile App... 2 Logging Into epart Mobile App... 3 Vehicle Lookup... 5 Check Stock Stock Order Non Catalog My Invoices and Statements My Orders Body Parts Favorite Lists Creating Your Own Favorites Parts List Support/Feedback

2 Overview The epartconnection mobile application is designed to allow the user to log into their suppliers website and perform stock checks, create stock orders, lookup parts for a vehicle, access non-catalog parts & accessories and of course order parts. Installing The epart Mobile App The epart mobile app can be installed for free onto your Android/Apple mobile devices (tablets/phones) through their respective app stores by searching for epart. In the event that you are unable to find the epart app, contact the Autologue sales department and they can the app to you directly. Starting Up The epart Mobile App Click on the epart icon. From the home screen of your tablet/mobile device, click on the epart icon. 2

3 Logging Into epart Mobile App The following login screen will now be displayed: With the cursor positioned within the Store ID field, enter your supplier store ID. With the cursor positioned within the Username field, enter your customer number. With the cursor positioned within the Password field, enter your password and then click on the Login bar to actually login. 3

4 The Welcome screen will now be displayed as shown: From this menu the user can perform the following functions: Vehicle Lookups Stock Checks Stock Orders View Non-Catalog Parts & Accessories View Invoices & Statements View Their Pending Orders Lookup Body Parts Access Their Favorites List View Support/Enter Feedback 4

5 Vehicle Lookup To perform a vehicle lookup, click anywhere on the Vehicle Lookup menu bar. The following screen will now be displayed as shown: Enter the VIN number and click on the Search button to lookup by VIN # Press the Select New Vehicle menu bar to enter the year, make and model. Press the Last 10 Vehicles bar to view the last 10 vehicles looked up Select New Vehicle To select a new vehicle, click anywhere on the Select New Vehicle menu bar. 5

6 The following screen will now be displayed as shown: 6

7 To select the year of the vehicle, click on the Select Year menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle years, click on the desired year menu bar. The selected year will now replace the Select Year menu bar description within the Catalog Parts & Labor screen. 7

8 To select the vehicle, click on the Select Vehicle menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle makes, click on the desired vehicle make menu bar. The selected vehicle make will now replace the Select Vehicle menu bar description within the Catalog Parts & Labor screen. 8

9 To select the model of the vehicle, click on the Select Model menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle models, click on the desired model menu bar. The selected vehicle model will now replace the Select Model menu bar description within the Catalog Parts & Labor screen. 9

10 To select the engine size of the vehicle, click on the Select Engine menu bar and the following screen will be displayed: With the screen displaying a selection list of engine sizes for the vehicle, click on the desired engine size menu bar. The selected engine size will now replace the Select Engine menu bar description within the Catalog Parts & Labor screen. 10

11 Select Category Mobile App Users Guide Once all of the specific vehicle information has been selected, click on the Select Category menu bar and the following screen will be displayed: With the screen displaying a selection list of parts categories, click on the desired part category menu bar. 11

12 Check mark one or more of the parts groups. Click on the Continue bar to lookup parts for the check marked parts groups. With the screen displaying a selection list of parts groups, click on one or more of the desired part group check boxes and then click on the Continue menu bar to lookup the parts for the selected parts group. 12

13 Check mark one or more of the parts listed. Click on the Add To Current Order button to add the selected parts to the order. With the screen displaying a selection list of parts, click on one or more of the desired parts Check To Order check boxes and then click on the Add To Order menu button. 13

14 The following Current Order screen will now be displayed as shown: Within this screen, the user has the ability to enter in a License #, Work Order #, Mechanic, Purchase Order #, and Work Notes. Place Order Within the Current Order screen, scroll down and click on the Action bar. 14

15 The bottom of the screen will now display a listing of the various menu actions that can be performed as shown: With the list of Action menu option listed, click on the Place Order bar. 15

16 The Place Order screen will now be displayed as shown: Within this screen, the user has the option to enter in a Purchase Order #, select a delivery option, and enter in order comments and job code. 16

17 To select a delivery option, click on the Select Option button and a Select Option menu list of options will be displayed as shown: With the screen displaying a selection list of delivery options, click on the delivery option and then click on the Place Order menu button to complete the order process. 17

18 An Order Placed screen will be displayed as shown: To continue placing more orders, click on the Continue Shopping menu button. To see your saved orders, click on the Go to Saved Orders menu button. 18

19 Search Vehicle By VIN Number Mobile App Users Guide To search for a vehicle by VIN number, click within the Enter VIN# field, enter in the VIN number, and then press on the Search button. Enter the VIN number and click on the Search button to lookup by VIN # 19

20 View Last 10 Vehicles To view the last 10 vehicles called up, click on the Last 10 Vehicles bar. Press the Last 10 Vehicles bar to view the last 10 vehicles looked up 20

21 The Last Vehicle screen will now be displayed: With the screen displaying the last 10 vehicles accessed, click on the desired vehicle and the Select Part Category screen will now be displayed and you can then lookup parts information. 21

22 Check Stock To perform a stock check, click on the Stock Check menu bar within the Welcome screen. Press the Stock Check bar to check stock on a part number. 22

23 The Stock Check screen will now be displayed as shown: Enter the part number (without the mfr code) here. Press the Check Stock menu bar to actually perform the stock check. Click within the Enter Part# field and enter in the part number (without the mfr code) to check stock on and then click on the Check Stock menu bar button. 23

24 The screen will now display a screen listing all matching part numbers as shown: Click within the Check To Order check box field to flag the part to be ordered. Each matching part number will be listed along with their manufacturer code (Mfg), description (Desc), quantity on hand (QOH), cost price (Cost Price), list price (List Price), and default order quantity (Qty). To change the default quantity to order, click within the Qty field and a selection list of quantities will be listed. Click on the desired quantity to order. Click within the Check to Order field to flag the part numbers to be ordered and then click on the Add To Current Order menu bar button. 24

25 The screen will now display the Current Order screen and the parts that were added to the current order will be shown at the bottom of the screen as shown: Parts that were added to the current order will be listed on the bottom of the screen. The selected parts will then be added to the bottom of the Current Order screen. You can then click on the Action Place Order menu option to place the order. 25

26 Stock Order To perform a stock order, click on the Stock Order menu bar within the Welcome screen. Press the Stock Order bar to create a stock order. 26

27 The Stock Order screen will now be displayed as shown: Enter the part number (without the mfr code) here. Enter the manufacturer code here. Click within the Part# field and enter in the part number (without the mfr code). Click within the Mfg field and enter in the manufacturer code and then click on the Add More Items menu bar button to add the part to the order list and allow entry of another part. Continue this process for all the parts to be added and then click on the Check Stock menu bar button. The screen will then perform stock checks for all the parts on the order and display the supplier s quantity on hand. To change the default quantity to order, click within the Qty field and a selection list of quantities will be listed. Click on the desired quantity to order. Click within the Check to Order field to flag the part numbers to be ordered and then click on the Add To Current Order menu bar button. <<SHOW SCREEN SHOT WHEN WORKING!!>> The selected parts will then be added to the bottom of the Current Order screen. You can then click on the Action Place Order menu option to place the order. 27

28 Non Catalog To view your suppliers non catalog parts, click on the Non Catalog menu bar within the Welcome screen. Press the Non Catalog bar to view the non cataloging parts available for ordering. 28

29 The Non Catalog Parts Select Category screen will now be displayed as shown: With the screen now displaying a selection list of all of the non catalog part categories, click on the desired parts category menu bar and the screen will either display a listing of sub-categories or the parts within the selected category. 29

30 With the screen now displaying a list of parts with quantity and pricing information, you can perform the following: To change the default quantity to order, click within the Qty field and a selection list of quantities will be listed. Click on the desired quantity to order. Click within the Check to Order field to flag the part numbers to be ordered and then click on the Add To Current Order menu bar button. The selected parts will then be added to the bottom of the Current Order screen. You can then click on the Action Place Order menu option to place the order. 30

31 My Invoices and Statements Mobile App Users Guide To view your invoice and statements, click on the My Invoices and Statements menu bar within the Welcome screen. Press the My Invoice and Statements bar to view your actual invoices and statements. 31

32 An internet browser window will pop up and you will be automatically logged into your epaperless Office account as shown: Within this screen you have access to all invoices and statements information as you would when logged into your epaperless Office account. Click on any invoice number link or statement tab entry. 32

33 My Orders To view current, saved or past orders, click on the My Orders menu bar within the Welcome screen. Press the My Orders bar to view your current, saved or past orders. 33

34 The Orders screen will now be displayed as shown: Current Order To view the current order, click anywhere on the Current Order menu bar. 34

35 The Current Order screen will now be displayed as shown: Saved Orders To view any saved orders, click anywhere on the Saved Orders menu bar. 35

36 The Saved Orders screen will now be displayed as shown: The screen will default to displaying only the last 7 days of saved orders based upon the Select Date field that defaults to the current day. This date can be manually overridden if necessary to access older saved orders. To select a specific saved order, click on the Select menu link displayed to the right of the desired saved order. The selected order will now become the current order and the screen will display the Current Order screen. Purchase History To view past orders, click anywhere on the Purchase History menu bar. 36

37 The Purchase History screen will now be displayed as shown: The screen will default to displaying only the last 7 days of purchase orders based upon the Select Date field that defaults to the current day. This date can be manually overridden if necessary to access older saved orders. To review a specific purchase order, click on the blue colored order number link displayed to the right of the Order # field. 37

38 The Purchase Order screen will now be displayed as shown: The selected purchase order will now be displayed. It will list each part number, the price and the quantity ordered along with the total dollar amount of the order and the total number of units ordered. 38

39 Body Parts To lookup body parts for a specific vehicle, click on the Body Parts menu bar within the Welcome screen. Press the Body Parts bar to lookup body parts for a specific vehicle. 39

40 The Body Parts screen will now be displayed as shown: Press the Previous Vehicles bar to view the last 10 vehicles looked up. Press the All bar to select whether to look up New Parts, Recycled Parts, Cooling Data or All 3. 40

41 Previous Vehicles Mobile App Users Guide To view a list of the previous vehicles looked up within the body parts menu, click anywhere on the Previous Vehicles menu bar and the following screen will be displayed: With the screen displaying a selection list of last vehicles looked up along with the part category types, click on the desired vehicle and screen will automatically lookup and display the body parts information for the selected vehicle. 41

42 Filtering The Body Parts Looked Up Mobile App Users Guide The body parts to be looked up can be filtered by clicking anywhere on the All menu bar and the following screen will be displayed: With the screen displaying a selection list of part types, click on the desired type to filter by. The selected part type will now replace the All menu bar description within the Body Parts screen. 42

43 Select Part Category Mobile App Users Guide To select a specific part category, click anywhere on the Select Part Category menu bar and the following screen will be displayed: With the screen displaying a selection list of part categories, click on the desired category to lookup parts for. The selected part category will now replace the Select Part Category menu bar description within the Body Parts screen. 43

44 Select Year To select the year of the vehicle, click on the Select Year menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle years, click on the desired year menu bar. The selected year will now replace the Select Year menu bar description within the Body Parts screen. 44

45 Select Make To select the make of the vehicle, click on the Select Make menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle makes, click on the desired vehicle make menu bar. The selected vehicle make will now replace the Select Make menu bar description within the Body Parts screen. 45

46 Select Model Mobile App Users Guide To select the model of the vehicle, click on the Select Model menu bar and the following screen will be displayed: With the screen displaying a selection list of vehicle models, click on the desired vehicle model menu bar. The selected vehicle model will now replace the Select Model menu bar description within the Body Parts screen. 46

47 With the Body Parts screen now displaying all the options selected, click on the Search menu button to lookup the body parts. 47

48 Check mark one or more of the parts listed. Click on the Add To Current Order button to add the selected parts to the order. With the screen displaying a selection list of body parts, click on one or more of the desired parts Check To Order check boxes and then click on the Add To Order menu button. 48

49 Favorite Lists Mobile App Users Guide To view your favorite parts lists for specific vehicles or your vendor managed inventory (VMI), click on the Favorite Lists menu bar within the Welcome screen. Press the Favorite Lists bar to view part lists for specific vehicles. 49

50 `The Favorite Lists screen will now be displayed as shown: The My Inventory menu option will contain a parts list of your vendor managed inventory (VMI) setup by your supplier. The Favorite Lists screen will display a menu list of the customer s specific vehicles setup. With the Favorites List screen now displaying a menu list of the customer s specific vehicles and possibly a list of their vendor managed inventory (VMI), click on the desired list. 50

51 Vehicle List If a vehicle was selected, the screen will now display a menu list of categories as shown: The Favorite Lists screen will display a menu list of categories for the customer s specific vehicle selected. With the Favorites List screen now displaying a menu list of categories for customer s specific vehicle selected, click on the desired category menu bar and the screen will now display a quick menu list of parts. My Inventory If My Inventory was selected, the screen will display a quick menu parts list of your vendor managed inventory (VMI) setup by your supplier. 51

52 Quick View When a parts list is selected, the screen will, by default, display a quick menu list of parts as shown: Mobile App Users Guide The Favorite Lists screen will display a quick menu list of parts. With the screen displaying a quick menu list of parts, click within the quantity (Qty) field of the parts to be ordered and enter in the quantity to order. Checkmark one or more of the desired parts check boxes and then click on the Add To Current Order menu button. 52

53 Detailed View Mobile App Users Guide Optionally, the user can click on the Detailed button and the screen will now display a detailed menu list of parts that includes the current quantity on hand (QOH) and cost price (Price) for the selected category as shown: Click on the Detailed button to show the quantity on hand (QOH) and sell price (Price) for each part listed. Creating Your Own Favorites Parts List To create your own favorite parts list for a particular vehicle, this can only be done when logged into the epartconnection website within a web browser and cannot be created through the epart mobile app. Follow the steps below: Login Into The epartconnection Website Access the epartconnection website by entering the following URL within a web browser: 53

54 The following login screen will now be displayed as shown: With the cursor positioned under the Store Id: prompt, enter the Store ID provided by your supplier and then press the <Tab> key. With the cursor positioned under the Customer Number: prompt, enter the Customer Number provided by your supplier and then press the <Tab> key. With the cursor positioned under the Password: prompt, enter the password provided by your supplier and then press the <Tab> key. Position the mouse pointer on the Login button and click to login to the suppliers epartconnection website. 54

55 The following screen will now be displayed as shown: Click on the Favorites tab. Selecting The Vehicle From the Select Year/Recent Vehicles screen, position the mouse pointer on any of the listed years under the Select Year: heading and click to select that particular year. From the Select Make screen, position the mouse pointer on any of the listed car makes under the year heading and click to select the particular make. From the Select Model screen, position the mouse pointer on any of the listed car models under the year and make heading and click to select the particular model. From the Select Engine screen, position the mouse pointer on any of the listed engine sizes under the year, make and model heading and click to select the particular engine size. From the Select Parts Category screen, position the mouse pointer on any of the listed parts categories under the year, make, model, engine size and click to select the particular parts category to lookup parts within. From the Select Parts Groups screen, position the mouse pointer on any of the listed parts groups and click to select the particular parts group to lookup parts within. Position the mouse pointer to the left of any of the listed special conditions and click to select. After selecting each of the known conditions, click on the Submit button to lookup parts. Some lookups will prompt for addition special conditions that apply to the vehicle being looked up, such as Air Conditioned?, w/power Steering?, 4 Wheel Drive? or w/auto Trans? Position the mouse pointer to the left of any of the listed special conditions and click to select. After selecting each of the known conditions, click on the Submit button to lookup parts. 55

56 The screen will display a list of parts that can be ordered. The screen displays headings for catalog description, years covered, manufacturer code, part number, description, pricing (list, price, core), total warehouse quantity on hand, quantity on hand, quantity to order and parts to select. Selecting Parts To Create A Favorites List For With the screen displaying a list of parts that can be ordered, position the mouse pointer to the right of any of the listed part numbers and click on the check box listed under the Select column heading to order. Perform this for all the parts that you want added to the favorites list need to be ordered and then click on the Add to Order button. Reviewing & Saving As A Favorite When all the parts have been selected and added to the current order, the screen will then display a list of all the selected parts on the order as shown: With the screen displaying the list of parts selected for ordering, position the mouse pointer on the Save Favorite button and click. 56

57 The screen will now display a new Favorite name: field prompt as shown: Enter the favorite name and click on the Save button. Position the mouse pointer within the Favorite name: field and enter the name of the favorite (i.e Ford Mustang) and then click on the Save button and the favorite part list will be saved as the entered name. 57

58 Support/Feedback To ask a question or send feedback, click on the Support/Feedback menu bar within the Welcome screen. Press the Support/Feedback bar to ask a question or send feedback. 58

59 The Support/Feedback screen will now be displayed as shown: With the Support/Feedback screen now being displayed, click within each of the fields and enter the respective information and then click on the Send menu button to send the information into the epart mobile support. 59