P a r ts M a n a g e r P r o

U s e r ’s G u i d e
 Copyright/Trademark Information
© 2002 - 2006 ProQuest Business Solutions Inc. All rights reserved. Microsoft
and Windows are either registered trademarks or trademarks of Microsoft
Corporation in the United States and/or other countries. Adobe and Reader are
either registered trademarks or trademarks of Adobe Systems Incorporated in the
United States and/or other countries.
Version 15022006-3.4

2 PartsManager Pro User’s Guide 15022006-3.4

Contents
1. Getting Started ..........................................................................................................9

Opening PartsManager Pro ......................................................................................10

Arranging the Application Windows ..........................................................................11

Switching Between Application Windows..................................................................11

Using the Main Page.................................................................................................12

Using the Pull-Down Menus......................................................................................13

File Menu.............................................................................................................13

Tools Menu..........................................................................................................14

Favorites Menu....................................................................................................15

Help Menu ...........................................................................................................15

Changing Settings.....................................................................................................16

Entering Dealer Information ......................................................................................18

2. Working with Jobs ..................................................................................................19

Managing Jobs..........................................................................................................20

Opening and Using the Job Manager..................................................................20

Opening a Job from the Job Manager.................................................................21

Renaming a Job from the Job Manager ..............................................................21

Deleting a Job from the Job Manager .................................................................21

Rearranging Information in the Job Manager......................................................22

Additional Ways to Work with Jobs ...........................................................................23

Starting a New Job ..............................................................................................23

Opening a Job from the Job List Box ..................................................................23

Opening a Job from the File Menu ......................................................................23

Closing a Job Using a Context Menu ..................................................................23

Closing Jobs Using the File Menu.......................................................................23

Renaming a Job Using a Context Menu..............................................................24

PartsManager Pro User’s Guide 15022006-3.4 3

 Deleting a Job Using a Context Menu.................................................................24

Displaying Previously Viewed Parts Pages for a Job..........................................24

3. Searching for Information ......................................................................................25

Typing Keywords and Models ...................................................................................26

Searching by Keyword ..............................................................................................27

Searching for Parts Information ................................................................................29

Using Wildcards ..................................................................................................29

Searching by Part Number ..................................................................................31

Searching for Prices ............................................................................................32

Making a “Where Used” Search ..........................................................................33

Searching by Part Description.............................................................................34

Searching by Remarks Text ................................................................................35

Searching for Parts Pages ........................................................................................36

Searching for Service Information .............................................................................37

Searching for Bulletins ..............................................................................................38

Displaying Bulletins .............................................................................................38

Working with Bulletins .........................................................................................39

Rearranging Search Results .....................................................................................40

Grouping Search Results ....................................................................................40

Resizing Columns ...............................................................................................42

Moving Columns..................................................................................................42

4. Navigating to Parts Information.............................................................................43

Using Basic Navigation .............................................................................................43

Viewing Catalog Notes..............................................................................................44

Comparing Model Specifications...............................................................................45

5. Using Pictorial and Alpha Indexes ........................................................................47

Using Pictorial Indexes..............................................................................................47

Using Alpha Indexes .................................................................................................50

4 PartsManager Pro User’s Guide 15022006-3.4

6. Working with Parts Pages ......................................................................................53

Displaying Previously Viewed Parts Pages...............................................................54

Switching Parts Pages ..............................................................................................54

Displaying Additional Information for a Page and Catalog ........................................55

Zooming, Resizing, and Printing Parts Diagrams .....................................................57

Using the Context Menu......................................................................................57

Using the Mouse Pointer to Zoom In on a Parts Diagram...................................58

Working with Parts Lists............................................................................................59

Viewing Additional Information for a Part ............................................................59

Viewing Prices.....................................................................................................60

Toggling Price Displays On and Off ....................................................................61

Viewing Supersession Information ......................................................................62

Viewing User Notes.............................................................................................63

Viewing OEM Notes ............................................................................................64

Viewing Bulletins .................................................................................................65

Making a “Where Used” Search from a Parts List...............................................67

Making a “Where Used” Search from a Parts List...............................................67

Rearranging Information in a Parts List...............................................................68

Temporarily Wrapping Text in a Parts List ..........................................................69

Printing Parts Pages .................................................................................................70

Using the Print Command from the File Menu ....................................................70

Using the Parts Page Print Button.......................................................................71

7. Working with Picklists ............................................................................................72

Adding Parts to a Picklist from a Parts Diagram .......................................................73

Adding Parts to a Picklist from a Parts List ...............................................................74

Adding Parts with Non-Numeric Quantities ...............................................................75

Adding Parts from the Picklist Dialog Box .................................................................76

Changing Quantities on a Picklist .............................................................................77

PartsManager Pro User’s Guide 15022006-3.4 5

 Deleting Parts from a Picklist ....................................................................................77

Printing a Picklist.......................................................................................................77

Displaying More Information from a Picklist ..............................................................78

Making a “Where Used” Search from a Picklist ........................................................78

Rearranging Information in a Picklist ........................................................................79

8. Preparing a Quote for a Customer ........................................................................80

Using the Print Quote Dialog Box .............................................................................80

Preparing a Quote.....................................................................................................82

Entering Dealer Information ......................................................................................83

Importing a Picklist ....................................................................................................83

Entering Parts and Price Information ........................................................................84

Calculating the Total Cost .........................................................................................84

Adjusting Prices on a Quote......................................................................................85

Applying a Discount or Markup to All Prices .......................................................85

Examples of Discounts and Markups ..................................................................86

Additional Information about Adjusting All Prices................................................86

Saving a Quote .........................................................................................................87

Printing a Quote ........................................................................................................88

9. Creating and Viewing User Notes..........................................................................89

Creating User Notes..................................................................................................89

Viewing User Notes...................................................................................................91

Modifying User Notes................................................................................................91

Deleting User Notes ..................................................................................................91

Printing User Notes ...................................................................................................91

10. Bookmarking Your Favorite Parts Pages .............................................................92

Creating Favorites.....................................................................................................93

Organizing Favorites .................................................................................................95

6 PartsManager Pro User’s Guide 15022006-3.4

11. Printing: Quick Reference ......................................................................................97

Print Parts Pages ......................................................................................................97

Print More Information and Supersession History.....................................................98

Print Page and Part Notes from the Notes Window ..................................................99

Print a Picklist............................................................................................................99

Print a Quote ...........................................................................................................100

Print “Compare” Information....................................................................................100

12. Shortcut Keys: Quick Reference .........................................................................101

13. Setting Up a Business System Interface (BSI) ...................................................103

Setting BSI Options.................................................................................................103

Creating a BSI Configuration ..................................................................................105

Modifying a BSI Configuration.................................................................................105

Deleting a BSI Configuration...................................................................................105

Sample BSI Configurations .....................................................................................106

14. Setting Up and Using eConnect...........................................................................112

Signing In ................................................................................................................112

Adding a Subscription .............................................................................................116

Setting Up eConnect in PartsManager Pro .............................................................121

Entering Ordering Account Information .............................................................123

Viewing Vendors’ On-Hand Quantities and Prices..................................................124

Sending Picklists to Your Trade Partners ...............................................................125

15. Creating a DCS File ...............................................................................................128

16. ISO 4217 Currency Codes ....................................................................................130

17. Glossary.................................................................................................................133

PartsManager Pro User’s Guide 15022006-3.4 7

8 PartsManager Pro User’s Guide 15022006-3.4
1. Getting Started
PartsManager Pro is a CD/DVD-based application that allows you to find parts and
service information and bulletins for multiple OEMs quickly and easily. Organize your
work by jobs, create a picklist for each job, and prepare quotes for your customers. Add
your own notes to part numbers and parts pages. Print parts diagrams, parts lists, user
notes, OEM notes, picklists, and quotes. Configure the interface to your business
system. Set up ProQuest eConnect ordering so you can view real-time inventory
information from your suppliers and place orders.

PartsManager Pro at a Glance

Create jobs to organize your transactions.

Search for parts and service information and

bulletins.

Navigate to parts pages.

Create a picklist for each job.

Prepare quotes for your customers.

Create user notes and view OEM notes.

Print parts pages, notes, picklists, quotes, and

other information.

Bookmark parts pages you use frequently.

Set up connections to your business system

and eConnect.

View real-time inventory information and place

orders.

PartsManager Pro User’s Guide 15022006-3.4 9

Opening PartsManager Pro
Use either of these procedures to open the application.

Use the Desktop icon:

1. Double-click the application icon from the Windows® desktop.

2. The Main Page of the application is displayed.

Use the Windows menus:

1. Click Start.

2. Select Programs.

3. Select PartsManager Pro.

4. Select PartsManagerPro

5. The application opens to the Main Page.

10 PartsManager Pro User’s Guide 15022006-3.4

Arranging the Application Windows
You can move each application window to any position on the screen. You can also
keep the windows open at the same time, arranged as you want. Most windows are
resizable. Once you arrange and size the windows the way you want, they will remain in
those positions each time you open the application.

Navigation
window

Main Page displaying

a parts page (parts
diagram and parts list)

Picklist
dialog box

Search
dialog box

Switching Between Application Windows

With a single click, the PartsManager Pro button bar allows you to display the Main
Page, Navigation window, Search dialog box, or Picklist dialog box. These four buttons
are displayed in the Navigation window, Search dialog box, and Picklist dialog box.

Note: You can also use the Windows task bar to switch between application windows.

Click to display the

Navigation window.

Click to display Click to display the

the Main Page. Picklist dialog box.

Click to display the

Search dialog box.

PartsManager Pro User’s Guide 15022006-3.4 11

Using the Main Page
The Main Page is your starting point in the application.

Pull-down History Job New Job

menus Job tabs list box list box icon

Print button Page list Alpha Index

box button
Picklist button

Search button

Navigation button

Feature How to Use

Pull-down menus Use the pull-down menus to work with jobs, change settings, bookmark
frequently used parts pages, and display application Help.

History list box Use the History list box to return to a previously viewed parts page in a job.

Page list box The Page list box displays the title of the current parts page and allows
you to select a different page.

Job Tabs Use the job tabs to switch between open jobs.

Job list box Use the Job list box to type a name for a new job or select an existing job.

Click the New Job icon to create a new job.

Click the Navigation button to navigate to parts pages.

Click the Search button to search for parts and service information.

Click the Picklist button to open a picklist.

Click the Print button when a parts page is displayed to print the parts
diagram, parts list, page notes, and part notes.

Click the Alpha Index button to switch between an alpha index and a
parts list.

To identify a button, icon, text box, column header, etc., position the
mouse pointer over the feature to display its label or a brief explanation
of how to use it (referred to as a ToolTip).

12 PartsManager Pro User’s Guide 15022006-3.4

Using the Pull-Down Menus
The pull-down menus allow you to work with jobs, print, set up the application interface,
bookmark your favorite parts pages, and view the user guide, Help, and tutorial. To use
a pull-down menu, click a menu name on the menu bar. The menu drops down to show
the available commands. Then select a command.

File Menu
Click File on the menu bar and select a command to create, open, close, and print jobs
and to close PartsManager Pro.

New Creates a new job, assigning the date and time

as the default name. You can rename the job in
the Job Manager.

Open Opens the Job Manager.

Close Closes the current job.

Close All Closes all open jobs.

Print Opens the Printing dialog box, from which you

can print the parts diagram, parts list, page
notes, part notes, picklist, or an entire section.
The Print command is available only when a
parts page is displayed.

Exit Closes PartsManager Pro.

PartsManager Pro User’s Guide 15022006-3.4 13

Tools Menu
Click Tools on the menu bar and select a command to change application settings, open
the Job Manager, and configure your business system interface (BSI) or subscribe to
eConnect.

Settings Opens the Settings dialog box, from which you

can select options that determine how the
application displays parts and service information.

Job Manager Opens the Job Manager dialog box, from which
you can open, rename, and delete jobs.

Part Opens the Part Integration dialog box, from

Integration which you can configure a business system
interface or subscribe to eConnect and set up
your trade partners (vendors).

Dealer Opens the Dealer Information window, in which

Information you can type dealer information for quotes and
eConnect orders.

Price Books Opens the Price Books dialog box, from which
you can import price files into PartsManager Pro.

Note: This feature is only available for OEMs

whose price files are in a particular format.

14 PartsManager Pro User’s Guide 15022006-3.4

Favorites Menu
Click Favorites on the menu bar and select a command to bookmark your favorite parts
pages, that is, pages you frequently use.

Add to Favorites Opens the Favorites window, from

which you can bookmark a parts
page as a favorite.

Organize Favorites Opens the Organize Favorites

window, from which you can
organize your favorites in folders.

The individual favorites and the favorite folders you create are listed in the bottom
portion of the menu. When you select a favorite, the application immediately takes you to
the corresponding parts page. Clicking a folder opens a list of favorites saved in the
folder. Clicking a favorite in the folder displays the corresponding parts page.

Help Menu
Click Help on the menu bar and select a command to display the online Help, user’s
guide, and interactive tutorial.

Help Displays the PartsManager Pro

online Help.

User Guide Displays this user’s guide as a PDF

in Adobe® Reader®.

Tutorial Displays the PartsManager Pro

interactive tutorial.

About Displays the application and dataset

versions.

PartsManager Pro User’s Guide 15022006-3.4 15

Changing Settings
PartsManager Pro allows you to set options that determine how the application displays
parts and service information. Select Settings from the Tools menu. The Settings dialog
box is displayed. Click the General tab, Page tab, or Job tab, or Search tab, select the
appropriate options, and click OK.

Option How to Use

Display Navigation Select this option to display the Navigation window with the Main Page
when you open the application. Close and reopen the application to see the
change. Move the window to a convenient position. It will remain in that
position each time you open the application.

Display Search Select this option to display the Search dialog box with the Main Page when
you open the application. Close and reopen the application to see the
change. Move the window to a convenient position. It will remain in that
position each time you open the application.

Display None Select this option to display only the Main Page when you open the
application.

Currency Select the currency in which prices are displayed. See chapter 17, “ISO
4217 Currency Codes”, to find the applicable code.

Application Language Select the language in which application interface text is displayed.

Data Language Select the language in which OEM data is displayed. When no data is
available from the OEM in the selected language, English data is displayed.

Image on the left Select this option to display the parts diagram to the left of the parts list
on a parts page.

Image on the top Select this option to display the parts diagram above the parts list on a
parts page.

Word Wrap Select this option to make text in a parts list adjust so that the text is
viewable horizontally. This eliminates the need to use the horizontal
scroll bar.
Note: If you do not want text to wrap in all parts lists, do not select this
option. You can temporarily wrap text in any parts list by right-clicking the
parts list and selecting Word Wrap from the context menu.

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 Option How to Use

Automatically delete Select this option to automatically delete all jobs that are older than a
old jobs specified number days. To change the number of days from 45 to
another number, select the option, click in the “Days old or older” box,
and type a different number.
PartsManager Pro will continually monitor your jobs, delete each job
when it reaches the limit you specify, and refresh the list of jobs in the
Job Manager.

Must type in wildcards Select this option if you want to type wildcards for partial part number
searches and partial description searches. For example, typing *lock*
will search for all part descriptions containing the word “lock”. Typing
lock will only search for the exact description “lock”. *

Wildcards assumed Select this option if you do not want to type wildcards for partial part
number searches and partial description searches. For example, typing
lock will search for all part descriptions containing the word “lock” in
addition to the exact description “lock”. *

Show First Page Select this option to make a keyword search automatically display the
first parts page in the selected catalog.

Show Alpha Index Select this option to make a keyword search automatically display the
alpha index for the selected catalog.

Show First Page Select both options to make a keyword search automatically display the
Show Alpha Index first parts page in the selected catalog, then display the alpha index on
top of the parts list.

Collapse Navigation Select this option to make a keyword search close the navigation tree
when it displays your search results

* For information on using wildcards in searches, see “Using Wildcards” in chapter 3.

PartsManager Pro User’s Guide 15022006-3.4 17

Entering Dealer Information
You only need to enter your dealership information one time. After you type this
information, it will be applied automatically to each quote or eConnect order you create.
If any information changes, you can modify it at any time.

1. Select Dealer Information from the Tools menu to open the Dealer Information
window.

2. Type information in the text boxes and click OK.

The information you type will appear automatically on your quotes and eConnect orders.

18 PartsManager Pro User’s Guide 15022006-3.4

2. Working with Jobs
As you use PartsManager Pro, you will work with “jobs”. A job is another name for a
transaction, a collection of related tasks you perform to process a parts order.

As you accumulate parts on a picklist, they are associated with a new or existing job.
The Job Manager allows you to name and organize jobs for easy access.

When you create a job, a “tab” is created for that job. You can have multiple jobs open at
a time, each identified by name on a tab. Switching between open jobs is as easy as
clicking a tab name. This feature can be very useful when you need to work on more
than one transaction at a time.

For example, while working on a job for customer A, customer B calls to place a new
order. You open a new job, name it for customer B’s account, and set up a picklist of
parts for that order. As you are finishing that job, you receive a call from customer C
inquiring about parts from an existing order. You locate that job in the Job Manager,
open it, and quickly answer customer C’s question.

To handle these three situations, you had three jobs open simultaneously and were able
to switch between them quickly as needed. The PartsManager Pro application allows
you to keep as many as seven jobs open at a time.

Note: On Windows 98 PCs, you can keep two jobs open at a time.

In addition, the History list box allows you to quickly redisplay parts pages that you
viewed previously for each job.

Jobs at a Glance
A separate tab is created for each job that you start.

You can open stored jobs from the Job Manager or the
Job list box.

When you open a job, the parts page most recently

viewed in that job is displayed.

You can have a maximum of seven jobs open at the

same time. (Windows 98: Two jobs)

You can switch between jobs as necessary.

PartsManager Pro User’s Guide 15022006-3.4 19

Managing Jobs
The Job Manager lists all jobs stored in the system and allows you to rename, open, and
delete jobs.

Opening and Using the Job Manager

To open the Job Manager, select Job Manager from the Tools Menu.

Feature How to Use

Indicates that a job is open and cannot be accessed by users from other
computers.

Job Name The job name can be (1) the default name assigned by the application,
which consists of the date and time the job was created, or (2) a name
typed by the user who created the job.

Last Modified Shows the date indicates on which changes were most recently made to a
job.

Open Opens the highlighted job.

Rename Allows you to rename the highlighted job.

Delete Deletes the highlighted job.

Close Closes the Job Manager.

20 PartsManager Pro User’s Guide 15022006-3.4

Opening a Job from the Job Manager
1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.

2. Click the job name to highlight it.

3. Click Open.

Note: You can also open a job from the Job Manager by double-clicking a job name.

Renaming a Job from the Job Manager

1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.

2. Click the job name to highlight it.

3. Click Rename to open the Rename dialog box.

4. Type a new name in the text box.

5. Click OK. The job name changes in the Job Manager and the tab displays the new
name you typed.

Deleting a Job from the Job Manager

1. Select Job Manager from the Tools Menu to open the Job Manager dialog box.

2. Click the job name to highlight it.

3. Click Delete. The job is deleted from the system, the job no longer appears in the
Job Manager, and no tab for the job is displayed.

4. To delete multiple jobs at the same time, hold down the Ctrl key and click each job
you want to delete. The selected jobs are highlighted. Then click Delete.

Note: For information on setting up PartsManager Pro to automatically delete jobs

older than a specified number of days, see “Changing Settings” in chapter 1.

PartsManager Pro User’s Guide 15022006-3.4 21

Rearranging Information in the Job Manager
PartsManager Pro allows you to change the order in which jobs are listed and to resize
and move columns.

Sorting Information
If you develop a naming convention for jobs, you can use sorting to arrange jobs by
name, making it faster and easier to locate a job. Change the order in which part entries
are listed by doing the following:

Click a column header. Entries are listed in order according to the information in that
column. An upward-pointing triangle appears on the right side of the header and
information is arranged in order from first to last. That is, entries that begin with letters
are arranged in A-Z order and entries that begin with numbers are arranged in 1-9 order.

If you click the column header again, a downward-pointing triangle appears on the right
side of the header and information is arranged in order from last to first. That is, entries
that begin with letters are arranged in Z-A order and entries that begin with numbers are
arranged in 9-1 order.

Resizing Columns
Resize column widths by doing the following:

1. Place the mouse pointer on the boundary between two column headers. The mouse
pointer changes to .

2. Hold down the left mouse button.

3. Drag to the left or right.

Moving Columns
Rearrange the order in which columns appear by doing the following:

1. Place the mouse pointer on a column header.

2. Hold down the left mouse button and drag the header to the left.

3. Stop dragging where you want to insert the column. A small green arrow indicates
where the column will be inserted.

4. Release the mouse button. The column is inserted at the arrow.

22 PartsManager Pro User’s Guide 15022006-3.4

Additional Ways to Work with Jobs

Starting a New Job

1. Click in the Job list box to insert the cursor.

2. Type a job name.

Note: When you click without typing a name, the application

assigns a date/time name to the new tab.

3. Click . A new tab is created, labeled with the name you typed.

Opening a Job from the Job List Box

1. Click the Job list box arrow to open a list of jobs.

2. Select a job.

3. The job opens on a tab.

Opening a Job from the File Menu

1. Select Open from the File Menu.

2. The Job Manager is displayed.

3. Do one of the following:

• Click the job name to highlight it and click Open.

• Double-click the job name.

Closing a Job Using a Context Menu

1. Right-click the appropriate job tab to open a context menu.

2. Select Close.

Closing Jobs Using the File Menu

To close the current job, select Close from the File menu.

To close all open jobs, select Close All from the File menu.

PartsManager Pro User’s Guide 15022006-3.4 23

Renaming a Job Using a Context Menu
1. Right-click the job tab to open a context menu.

2. Select Rename to open the Rename dialog box.

3. Type a new name in the text box.

4. Click OK. The tab displays the new name you typed.

Deleting a Job Using a Context Menu

1. Right-click the job tab to open a context menu.

2. Select Delete. The job and its tab are deleted.

Displaying Previously Viewed Parts Pages for a Job

The History list box displays the current parts page in the active job and keeps a record
of pages you view. When you have multiple jobs open at a time, the History list box lists
the previously viewed parts pages for each job. When you click a job tab, the History list
changes to the pages viewed for that job.

When you open an existing job, the History list box lists the last 10 pages viewed for that
job. If you close and reopen PartsManager Pro, the History list box lists the last 10
pages you viewed for each job.

To display a previously viewed parts page, click the appropriate entry in the list box.

24 PartsManager Pro User’s Guide 15022006-3.4

3. Searching for Information
This chapter provides guidelines to help you perform a search within a catalog. You can
search for parts information, parts pages, service information, and bulletins.

Searches at a Glance
Click a tab to select the type of search.

Type keywords defined by your OEM.

Search by part number, description, and

remarks text.

Use wildcards to make searches easier.

Search the price file.

Search for parts pages, service information,

and bulletins.

Group and sort your search results.

PartsManager Pro User’s Guide 15022006-3.4 25

Typing Keywords and Models
As you type a keyword from the Keyword tab or a model from the Parts tab, the list of
available keywords or models automatically scrolls to the first available selection.

This feature allows you to enter a keyword or model more quickly. It also allows you to
see available keywords.

1. When you open the Search dialog box, the first selection is displayed. For example:

2. Type h. A list box opens and scrolls to the first selection that begins with the letter “h”.

3. Type hm. The list box scrolls to the first selection that begins with the letters “hm”.

4. Type hms. The list box scrolls to the first selection that begins with the letters “hms”.

5. Continue typing until you display the keyword or model you need.

26 PartsManager Pro User’s Guide 15022006-3.4

Searching by Keyword
A keyword search allows you to search for a catalog by typing a model or other keyword.
A keyword is defined by your OEM.

1. Click to open the Search dialog box.

2. Click the Keyword tab.

3. Select an OEM from the list box.

4. Type a keyword in the Search For text box.

5. Click the Search button to display a list of catalogs that match your keyword.

The Keyword column displays

the keyword associated with
each catalog.

PartsManager Pro User’s Guide 15022006-3.4 27

6. Double-click a catalog from the Catalog pane to display the catalog title and parts
pages in the Navigation pane.
Navigation pane

If “Collapse Navigation” is selected in the Search tab of the Settings dialog box, the
navigation tree will be closed. To open the navigation tree, click .

Note: You can right-click a catalog in the Navigation pane to compare model
specifications. When a Catalog Note icon appears on a folder, you can also view
catalog notes. See “Viewing Catalog Notes” and “Comparing Model Specifications” in
chapter 4 for the procedures.

7. PartsManager Pro automatically displays the first parts page in the catalog or the
alpha index, depending on the Keyword Search option(s) you selected in the
Settings dialog box.

8. To display a different page, click a parts page title in the Navigation pane.

Note: For information on the keyword search “Show First Page”, “Show Alpha Index”,
and “Collapse Navigation” settings, see “Changing Settings” in chapter 1.

28 PartsManager Pro User’s Guide 15022006-3.4

Searching for Parts Information
You can search for parts information by part number, part description, and remarks text
to display a parts page. You can also find prices for parts included in the price file and
search for all occurrences of a part number.

Using Wildcards
Note: To use wildcards, the option “Must type in wildcards” must be selected in the
Search tab of the Settings dialog box.

PartsManager Pro allows you to type wildcards in your search criteria for part number
searches and part description searches.

A wildcard is a special character that represents any other character or group of

characters in a search. PartsManager Pro uses the asterisk (*) for the wildcard
character. The asterisk (*) can represent zero, one, or multiple characters in a part
number or description.

Note: You cannot use wildcards with Price, Where Used, or Remarks searches.

Using Wildcards in Part Number Searches

Type a partial part number with the wildcard character (*). You can type wildcards at the
beginning, middle, or end of a number. You can also use more than one wildcard with a
number. The following are examples of part number searches using wildcards:

0201* *4200 02014*00 02*4*00

For example, typing 0201* tells PartsManager Pro to find all part numbers that begin
with “0201”, followed by any number of additional characters. Results could include the
following: 020185, 0201000007, 0201-104500, 0201AB72

Using Wildcards in Part Description Searches

Type a partial description with the wildcard character (*). You can type wildcards at the
beginning, middle, or end of a word. You can also use more than one wildcard. The
following are examples of description searches using wildcards:

loc* lock* *lock *lock* s*loc*

For example, typing *lock* tells PartsManager Pro to find all part descriptions that
contain the word “lock”. Results could include the following: lock nut, lock washer,
locking collar, spring locking pin

PartsManager Pro User’s Guide 15022006-3.4 29

Setting Wildcard Options
The Search tab of the Settings dialog box allows you to set how wildcards affect partial
part number searches and partial description searches. Select Settings from the Tools
menu and click the Search tab.

Select the option Must type in wildcards if you want to type wildcards for partial part
number searches and partial description searches. For example, typing *lock* will
search for all part descriptions containing the word “lock”. Typing lock will only search
for the exact description “lock”.

Select the option Wildcards assumed if you do not want to type wildcards for partial
part number searches and partial description searches. For example, typing lock will
search for all part descriptions containing the word “lock” in addition to the exact
description “bolt”.

30 PartsManager Pro User’s Guide 15022006-3.4

Searching by Part Number
Use a part number search to list parts pages that contain a part number you specify.

1. Click to open the Search dialog box.

2. Click the Parts tab.

3. Select an OEM from the list box.

4. To narrow your search, select a model.

5. Type a part number in the Search For text box.

Note: You can also type a partial part number with one or more wildcard characters (*).
See “Using Wildcards” earlier in this chapter for details.

6. Select the Part Number radio button.

Note: Be sure that your selection applies to the text you typed in the Search For text box.
With the Part Number radio button selected, a part number must appear in the text box.

7. Click the Search button to display a list of parts pages that contain the number
you typed.

Search button

8. Double-click an entry to display the parts page.

PartsManager Pro User’s Guide 15022006-3.4 31

Searching for Prices
A price search allows you to find the price of any part number included in the price file. A
price search does not lead to a parts page. The Price File button is only available for part
number searches. You cannot type partial part numbers or use wildcards in a price search.

1. Click to open the Search dialog box.

2. Click the Parts tab.

3. Select an OEM.

4. Type a part number in the Search For text box.

5. Select the Part Number radio button.

6. Click the Price File button to display pricing information.

Price File button

7. To view additional information for a part number in your search results, right-click the
part entry to display a context menu and select More Information.

32 PartsManager Pro User’s Guide 15022006-3.4

Making a “Where Used” Search
Use this procedure to find all parts pages for all models in all catalogs that include the
part number you type. You cannot type partial part numbers or use wildcards in a Where
Used search.

1. Click to open the Search dialog box.

2. Click the Parts tab.

3. Select an OEM from the list box.

4. To narrow your search, select a model.

5. Type a part number in the Search For text box.

6. Select the Part Number radio button.

7. Click the Where Used button to list all applicable parts pages.

Where Used button

8. Double-click an entry to display the parts page.

PartsManager Pro User’s Guide 15022006-3.4 33

Searching by Part Description
Use a part description search to display a list of parts pages that contain one or more
words that you specify from part descriptions.

1. Click to open the Search dialog box.

2. Click the Parts tab.

3. Select an OEM from the list box.

4. To narrow your search, select a model.

5. In the Search For text box, type a part description.

Note: You can also type a partial description with one or more wildcard characters (*).
See “Using Wildcards” earlier in this chapter for details.

6. Select the Part Description radio button.

Note: Be sure that your selection applies to the text you typed in the Search For text
box. With the Part Description radio button selected, text from a part description must
appear in the text box.

7. Click the Search button to display a list of parts pages that contain the word(s)
you typed.

8. Double-click an entry to display the parts page.

34 PartsManager Pro User’s Guide 15022006-3.4

Searching by Remarks Text
Use a remarks text search to display a list of parts pages that contain Remarks column
text that you specify.

1. Click to open the Search dialog box.

2. Click the Parts tab.

3. Select an OEM from the list box.

4. To narrow your search, select a model.

5. In the Search For text box, type one or more words from the Remarks column.

6. Select the Remarks radio button.

Note: Be sure that your selection applies to the text you typed in the Search For text
box. With the Remarks radio button selected, text from the Remarks column must
appear in the text box.

7. Click the Search button to display all available matches for the word(s) you typed.

8. Double-click an entry to display the parts page.

PartsManager Pro User’s Guide 15022006-3.4 35

Searching for Parts Pages
1. Click to open the Search dialog box.

2. Click the Pages tab.

3. Select an OEM from the list box.

4. To narrow your search, select a model.

5. Enter your search criteria by typing either or both of the following:

• Type one or more words from a page title in the Page Title text box.

• Type a figure number or partial figure number in the Figure Number text box.

6. Click the Search button to display a list of parts pages that match your search criteria.

36 PartsManager Pro User’s Guide 15022006-3.4

Searching for Service Information
1. Click to open the Search dialog box.

2. Click the Service tab.

3. Select an OEM from the list box.

4. Type your search criteria in the Search For text box.

5. Click the Search button to display a list of documents that match your search criteria.

PartsManager Pro User’s Guide 15022006-3.4 37

Searching for Bulletins

Displaying Bulletins
1. Click to open the Search dialog box.

2. Click the Bulletins tab.

3. Select an OEM from the list box.

4. Type your search criteria. (Bulletin search options are listed below.)

5. Click the Search button to display a list of bulletins that match your search criteria.

Bulletin Search Options:

Option #1: In the Search For text box, type one or more words from a bulletin title.

Option #2: In the Part Number text box, type the part number to which the bulletin is
attached.

Option #3: In the Search For text box, type one or more words from a bulletin title and
narrow your search by typing a range of bulletin release dates in the Start Date and End
Date text boxes. When you type dates, you must type something in the Search For text
box, even if it is only the * character. Type dates in the format yyyy-mm-dd (2005-04-25).

Option #4: In the Search For text box, type the wildcard character (*) and type a range
of bulletin release dates in the Start Date and End Date text boxes. When you type start
and end dates, you must type something in the Search For text box, even if it is only the
* character. Type dates in the format yyyy-mm-dd (2005-04-25).

38 PartsManager Pro User’s Guide 15022006-3.4

Working with Bulletins

If the bulletin opens in the PartsManager Pro main frame:

Right-click the bulletin to open a context menu and select
a command to zoom, resize, or print the bulletin.

You can also double-click a bulletin to zoom in.

Multi-page bulletins display paging buttons in the upper left corner

of the bulletin display. Click the buttons to page forward and back.

If the bulletin opens in a separate Adobe Reader window:

Use the Adobe Reader features to zoom, resize, page, and print.

PartsManager Pro User’s Guide 15022006-3.4 39

Rearranging Search Results
PartsManager Pro allows you to group and sort information, resize columns, and change
the column order. When you retrieve a large number of search results, you can scroll to
the parts page title you want. But you may want to rearrange the results first.

Grouping Search Results

Grouping allows you to sort search results by one or more column headers. For
example, you can group by part number or a combination of part number and page title.

Example #1: Group Search Results by Part Number

To group search results by part number, do the following:

1. Place the mouse pointer on the Part Number column header, hold down the left
mouse button, and drag the header to “Drag a column header here to group by that
column”. An arrow indicates where the column header will be located.

2. Release the mouse button. The search results are sorted by part number.

3. Scroll to the part number you are looking for and click the plus sign (+) in front of
“Part Number”. Parts pages that include that part number are listed.

4. Double-click an entry to display the parts page.

40 PartsManager Pro User’s Guide 15022006-3.4

Example #2: Group by Part Number and Page Title
After grouping search results by part number, you may need to group the results again.
To further group the results by page title, do the following:

1. With the search results grouped by part number, place the mouse pointer on the
Page Title column header, hold down the left mouse button, and drag the header to
“Drag a column header here to group by that column”. An arrow indicates where the
column header will be located.

2. Release the mouse button to place the header next to the Part Number header.

3. Scroll to the part number you want and click the plus sign (+) in front of “Part
Number”. Then scroll to the page title you want and click the plus sign (+) in front of
“Page Title”. Results that include that page title will be listed.

4. Double-click an entry to display the parts page.

PartsManager Pro User’s Guide 15022006-3.4 41

Resizing Columns
Resize column widths by doing the following:

1. Place the mouse pointer on the boundary between two column headers. The mouse
pointer changes to .

2. Hold down the left mouse button.

3. Drag to the left or right.

Moving Columns
Rearrange the order in which columns appear by doing the following:

1. Place the mouse pointer on a column header.

2. Hold down the left mouse button and drag the header to the left.

3. Stop dragging where you want to insert the column. The following example shows
the Page Title column being inserted immediately after the Part Number column. An
arrow indicates where the column will be inserted.

4. Release the mouse button. The column is inserted at the arrow. In this example, the
Page Title column is now located between the Part Number and Part Description
columns.

42 PartsManager Pro User’s Guide 15022006-3.4

4. Navigating to Parts Information
Use the Navigation window to navigate to parts pages, view catalog notes, and compare
model specifications (if your OEM data includes catalog notes and model specifications).

Using Basic Navigation

1. Click to open the Navigation window.

2. Click preceding each level of catalog information you want to open.

3. As additional levels of information are displayed, click preceding each level you
want to open.

4. When you reach the final navigation level, that is, entries that are not preceded by ,
click an entry to open the corresponding parts page.

Note: You can also use the keyboard arrow keys to navigate. Use and to move
between levels. Use and to open and close a level.

Note: Click to go up one navigation level. Or click to close all navigation levels.

PartsManager Pro User’s Guide 15022006-3.4 43

 Viewing Catalog Notes
When a catalog-level folder displays a Catalog Note icon , catalog notes are available.
If your OEM data supports catalog notes, use this procedure to view available notes.

Note: This feature is also available from the Navigation pane of the Search dialog box.

1. Right-click the model specification or catalog to open a context menu. Select View Notes.

Catalog note icon

2. The top portion of the View a Note window displays the initial text of each note.

3. Click an entry to view the complete note in the bottom portion of the window.

44 PartsManager Pro User’s Guide 15022006-3.4

Comparing Model Specifications
If your OEM data supports model specification comparisons, use the Compare feature to
compare one model specification with another or to list the parts that must be added
and/or removed to change a particular specification to another. This features compares
the parts that make up both specifications and lists the parts that are different in Add and
Remove columns.

If you need to supply a particular product that is out of stock, you can use this feature to
“change” an in-stock product to the product you need to supply. You do this by typing the
in-stock product number in the “Change” text box and typing the number you need in the
“To” box. When you click the Search button, parts you need to add to or remove from
the in-stock product to assemble the out-of-stock product are listed.

You may need to compare several products until you find the one you want.

Note: This feature is also available from the Navigation pane of the Search dialog box.

To compare or change model specifications:

1. Right-click a model specification to open a context menu. Select Compare.

PartsManager Pro User’s Guide 15022006-3.4 45

2. The Compare dialog box displays the model specification you selected under “Change”.

The model specification

you selected appears in
the Change list box.

3. From the “Into” text box, select the model specification you want to compare.

Select the model

specification you
want to compare.

4. Click Search. The dialog box lists the parts that are different in the Add and Remove columns.

5. To print the list of parts to add and remove, click the Print button.

6. When you finish viewing parts information, click Close.

46 PartsManager Pro User’s Guide 15022006-3.4

5. Using Pictorial and Alpha Indexes
Using Pictorial Indexes
If your OEM data supports pictorial indexes, use the following procedure to display
information from the indexes.

1. Navigate to a catalog that includes a pictorial index.

2. Use the scroll bar to scroll to the catalog title.

3. Click the catalog title (A) to display the primary pictorial index.

To adjust the width of the pictorial index window:

(1) Place the mouse pointer on the bar that
separates the navigation tree from the pictorial
index. The pointer changes to a double arrow.
(2) Hold down the left mouse button and drag
the bar to the left or right to resize the window.
The index will retain the width you set until you
close the window.

PartsManager Pro User’s Guide 15022006-3.4 47

4. Click the section title (B) to display the section pictorial index.

5. Click a parts page title (C) or click a callout (D) from the index.

6. The parts page (E) is displayed.

C E

48 PartsManager Pro User’s Guide 15022006-3.4

To identify pictorial index callouts:
To identify a callout, hold the mouse pointer on the callout. The pointer changes to a
pointing hand . A label (F) corresponding to the entry in the left pane (G) will be
displayed. For example:

The label identifies the entry to

which the callout corresponds.

PartsManager Pro User’s Guide 15022006-3.4 49

Using Alpha Indexes
If your OEM data supports alpha indexes, use the following procedure to display
information from the indexes.

1. Open a catalog using the Search dialog box or Navigation window.

2. Click the first introduction page or parts page title to open the page.

3. Click the Alpha Index button (A) to display the alpha index (B).

50 PartsManager Pro User’s Guide 15022006-3.4

4. Type the first few letters (C) of the item you are searching for. As you type, entries
are highlighted (D) and the parts diagram (E) is displayed for the highlighted item.

Note: You cannot select parts from the diagram while the alpha index is displayed.
Display the parts list (step 5) before attempting to select parts.

PartsManager Pro User’s Guide 15022006-3.4 51

5. When the appropriate parts diagram is displayed, click the Alpha Index button to
display the parts list (F) for the diagram.

Note: You can also double-click the highlighted entry or press the Enter key when
the entry is highlighted to display the parts list.

6. Select the parts you need for your picklist.

52 PartsManager Pro User’s Guide 15022006-3.4

6. Working with Parts Pages
A parts page consists of a parts diagram and its associated parts list.

History list box Page list box

Parts Parts list

diagram

Parts Pages at a Glance

Change the relative positions of the parts diagram and
parts list by selecting Settings from the Tools menu.

Quickly display a different parts page by selecting it

from the Page list box.

Quickly display a previously viewed parts page by

selecting it from the History list box.

Display additional information for a page and catalog by

right-clicking with the mouse.

When you click a callout in a parts diagram, a red

square highlights the callout and the corresponding
entry is highlighted in the parts list.

When you click an entry in the parts list, the entry is

highlighted and a red square highlights the
corresponding callout in the parts diagram.

Multi-page parts diagrams display paging buttons. Click

the buttons to page forward and back.

PartsManager Pro User’s Guide 15022006-3.4 53

Displaying Previously Viewed Parts Pages
The History list box displays the current parts page in the active job and keeps a record
of pages you view. When you have multiple jobs open at a time, the History list box lists
the previously viewed parts pages for each job. When you click a job tab, the History list
changes to the pages viewed for that job.

When you open an existing job, the History list box lists the last 10 pages viewed for that
job. If you close and reopen PartsManager Pro, the History list box lists the last 10
pages you viewed for each job.

To display a previously viewed parts page, click the appropriate entry in the list box.

Switching Parts Pages

The Page list box displays the title of the current parts page and allows you to switch to
a different page.

To switch to a different parts page, click the list box arrow to open the list. Then click a
title or press the and keyboard keys to display a different parts page.

When the last parts page in a section is selected, press the key or the Page Down key to
move to the next section of parts pages. When the first parts page in a section is selected,
press the key or the Page Up key to move to the previous section of parts pages.

54 PartsManager Pro User’s Guide 15022006-3.4

Displaying Additional Information for a Page and
Catalog
Use this procedure to view additional information for the current parts page and catalog.

1. Right-click the parts diagram to display a context menu.

2. Select Page Info from the menu to display the Page Info window.

PartsManager Pro User’s Guide 15022006-3.4 55

3. To view additional information for a catalog, click the Catalog Info button to display
the Catalog Info window.

4. When you finish viewing catalog information, click the Catalog Info Close button.

5. When you finish viewing page information, click the Page info Close button.

56 PartsManager Pro User’s Guide 15022006-3.4

Zooming, Resizing, and Printing Parts Diagrams
Using the Context Menu
Right-click in a parts diagram to display a context menu. Then select a menu command.

Command How to Use

Zoom In Zooms in on an area of the parts diagram.

Zoom Out Zooms out.

Fit to Height Resizes the parts diagram to fit the height of the display area.

Fit to Width Resizes the parts diagram to fit the width of the display area.

Full Screen Resizes the parts diagram to fill the entire diagram/parts list display
area. When the diagram is maximized, this command changes to “Split
Screen”. Selecting Split Screen restores the diagram to its default size.

Refresh Restores the parts diagram to its default size.

Page Info Displays additional information for a parts page.

Print Prints the parts diagram, including the parts page title and catalog title.

Add a Note Allows you to add a user note to the parts page.

Add to Picklist Adds a part to a picklist.

Back Not available at parts pages.

PartsManager Pro User’s Guide 15022006-3.4 57

Using the Mouse Pointer to Zoom In on a Parts Diagram
1. Place the mouse pointer above and to the left of the area you want to zoom in on.

2. Hold down the Shift key.

3. Hold down the left mouse button.

4. Start dragging the mouse down and to the right. A red box appears.

5. Keep dragging until the red box covers the area you want to magnify.

6. Release the mouse button and Shift key to zoom in on that portion of the diagram.

58 PartsManager Pro User’s Guide 15022006-3.4

Working with Parts Lists
The parts list displays the parts corresponding to the callouts on the parts diagram and
allows you to select parts for a picklist.

Viewing Additional Information for a Part

Use this procedure to view the part number, description, price, and supersession
information (when available) for a part. If you have a BSI connection, you can also view
such information as bin location and part availability. If you subscribe to eConnect, you
can also view real-time inventory information from your trade partners (vendors).

1. Right-click a part entry to display a

context menu.

2. Select More Information to display

the More Information window.

Note: You can also highlight an entry and press the space bar to open a context menu.
Use the arrow keys to select More Information and press Enter to open the window.

3. To print the information in the window,

click the Print button.

4. To add the part to your picklist, click the

Add to Picklist button.

5. When you finish viewing information, click

the Close button to close the window.

PartsManager Pro User’s Guide 15022006-3.4 59

Viewing Prices
Use this procedure to view the price of an item in the parts list.

1. Right-click a part entry. A Context menu opens.

2. Select More Information from the menu.

3. View the price.

60 PartsManager Pro User’s Guide 15022006-3.4

Toggling Price Displays On and Off
If your data includes two types of pricing, PartsManager Pro allows you to temporarily
hide one price in the More Information window. If, for example, you have dealer and
retail prices, you may want to hide the dealer price while showing part information to a
customer. To temporarily hide a price, do the following:

1. With the More Information window displayed, right-click the price you want to hide. A
context menu opens.

2. Select Hide Price from the menu.

3. The selected price, in this example the dealer price, disappears from the display.

Note: The selected price is only hidden temporarily. All prices are displayed each
time you open the More Information window.

4. To redisplay the hidden price while the window is still open, click anywhere in the
part information and select Refresh.

Note: If you click outside the lined area that contains part information, the context
menu will not open.

PartsManager Pro User’s Guide 15022006-3.4 61

Viewing Supersession Information
When appears in front of an entry, supersession information is available for the part
number.

1. Click to open the More Information window.

2. To view information for other part numbers in the supersession history, select the
check box to the right of the part number. Information for that part number will appear
in the top portion of the window.

3. To add a part to your picklist, select the check box to the right of the part number and
click Add to Picklist.

4. To print the information in the window, click the Print button.

5. To close the window without adding a part to your picklist, click Close.

6. To delete the superseded part from your picklist, highlight the part entry on the
picklist and click Delete.

Note: If you do not delete the superseded part, both parts will appear on your picklist.

62 PartsManager Pro User’s Guide 15022006-3.4

Viewing User Notes
When appears in front of an entry, a user note is attached to the part number.

Click to open the View a Note window. The text of the note and the date it was
created or last modified are displayed. The applicable figure number or page title is
displayed in the title bar of the window.

To print the notes listed in the window, click the Print button.

Note: When multiple notes are listed, you can sort them by text or date by clicking on a
column header. You can also resize the columns.

Click the Close button when you finish viewing notes.

PartsManager Pro User’s Guide 15022006-3.4 63

Viewing OEM Notes
OEM notes are notes created by the manufacturer. Types of notes available vary
according to manufacturer. Multiple OEM notes can be linked to a page or part number.
You cannot modify or delete OEM notes.

When appears on a job tab, OEM When appears in front of a part entry,
notes are linked to a parts page. OEM notes are linked to the part number.

A part note can apply to all occurrences

of a part number in all catalogs or to a
single occurrence of a part number.

To view OEM notes, click to open the View a Note window. The window lists all notes
linked to the parts page or part number. The applicable figure number or page title is
displayed in the title bar of the window.

The initial text of each note and the date it was created or modified are displayed. Click a
note to display the complete text in the bottom portion of the window.

To print the notes listed in the window, click the Print button.

Note: When multiple notes are listed, you can sort them by text or date by clicking on a
column header. You can also resize the columns.

Click the Close button when you finish viewing notes.

64 PartsManager Pro User’s Guide 15022006-3.4

Viewing Bulletins
When appears in front of an entry, a bulletin is available.

To display the bulletin:

1. Click to open the Bulletins window.
Bulletin description

Note: When multiple bulletins are listed, you can sort them by date
or description by clicking on a column header. You can also resize
the columns.

2. Click the bulletin description to display the bulletin.

PartsManager Pro User’s Guide 15022006-3.4 65

If the bulletin opens in the PartsManager Pro main frame:
Right-click the bulletin to open a context menu and select
a command to zoom, resize, or print the bulletin.

You can also double-click a bulletin to zoom in.

When you finish viewing the bulletin, click the Back command
to return to the parts page from which you opened the bulletin.

Multi-page bulletins display paging buttons in the upper left corner

of the bulletin display. Click the buttons to page forward and back.

If the bulletin opens in a separate Adobe Reader window:

Use the Adobe Reader features to zoom, resize, page, and print.

When you finish viewing the bulletin, close the window to return
to the parts page from which you opened the bulletin.

66 PartsManager Pro User’s Guide 15022006-3.4

Making a “Where Used” Search from a Parts List
You can search for all occurrences of a part number by right-clicking the number. For
example, if the OEM-supplied information on a parts page showed an assembly as a line
item and you wanted to identify the component parts, a “Where Used” search would
locate all parts pages that include that part number. This additional information would
help you identify the component parts.

1. Right-click the part entry to highlight it and display a context menu.

2. Select Where Used to display the Search dialog box.

3. The search results window lists all occurrences of the part number.

4. Double-click an entry to display the parts page.

PartsManager Pro User’s Guide 15022006-3.4 67

Rearranging Information in a Parts List
PartsManager Pro allows you to change the order in which part entries are listed and to
resize and move columns.

Note: If you modify the parts list and want to restore the original layout, right-click in the
parts list to open a context menu. Then click Refresh.

Sorting Information
Change the order in which part entries are listed by doing the following:

Click a column header. Entries are listed in order according to the information in that
column. An upward-pointing triangle appears on the right side of the header and
information is arranged in order from first to last. That is, entries that begin with letters
are arranged in A-Z order and entries that begin with numbers are arranged in 1-9 order.

If you click the column header again, a downward-pointing triangle appears on the right
side of the header and information is arranged in order from last to first. That is, entries
that begin with letters are arranged in Z-A order and entries that begin with numbers are
arranged in 9-1 order.

Resizing Columns
Resize column widths by doing the following:

1. Place the mouse pointer on the boundary between two column headers. The mouse
pointer changes to .

2. Hold down the left mouse button.

3. Drag to the left or right.

Moving Columns
Rearrange the order in which columns appear by doing the following:

1. Place the mouse pointer on a column header.

2. Hold down the left mouse button and drag the header to the left.

3. Stop dragging where you want to insert the column. The following example shows
the Quantity column being inserted immediately in front of the Description column. A
small green arrow indicates where the column will be inserted.

4. Release the mouse button. The column is inserted at the arrow. In this example, the
Quantity column is now located between the Part Number and Description columns.

68 PartsManager Pro User’s Guide 15022006-3.4

Temporarily Wrapping Text in a Parts List
Use this procedure to make the text in a parts list temporarily “wrap”, that is, adjust so
that the text is viewable horizontally, eliminating the need to use the horizontal scroll bar.

1. Right-click the parts list to open a context menu.

2. Select Word Wrap from the menu.

3. The parts text will adjust to fit the viewable area.

Note: The Word Wrap menu option wraps text for the current parts list only. When you
display a different parts page, you must select the option again to wrap text in that parts
list. If you want text to wrap in all parts lists, select Settings from the Tools menu, click
the Settings dialog box Page Settings tab, select the Word Wrap option, and click OK.

PartsManager Pro User’s Guide 15022006-3.4 69

Printing Parts Pages
When a parts page is displayed, you can print information by using the Print command
from the File menu or the Print button.

Using the Print Command from the File Menu

Note: To use the Print command, a parts page must be displayed.

With a parts page displayed, select Print from the File menu. The
PartsManager Pro Printing dialog box is displayed. Select one or
more options from the dialog box and click OK.

You can print the parts diagram, parts list, page notes, part notes,
and picklist by selecting any or all of the options at the same time.

Exception: When you select Print This Section, you cannot select
any other option at the same time.

Print This Section prints all parts pages for

the level immediately above the pages. For
some OEMs, this might be a catalog.

When you print a section, each parts page

is displayed and printed in turn. The parts
diagram is printed first, followed by the
parts list.

If you click Cancel to halt the printing of a

section, the parts page currently displayed
will finish printing before the process stops.

Note: Print This Section is available only if

supported by your OEM data.

70 PartsManager Pro User’s Guide 15022006-3.4

Using the Parts Page Print Button
You can also print parts diagrams, parts lists, page notes, and part notes by clicking the
parts page Print button.

Print button

1. Click the Print button .

2. The Windows Print dialog box opens.

3. Click the Print button in the dialog box.

4. The parts diagram and parts list are printed

with applicable page notes and/or part notes.

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7. Working with Picklists
PartsManager Pro allows you to create a picklist to accumulate part numbers for a job.
You can create one picklist for each job and use that picklist to prepare a quote for a
customer or send the list of parts to your business system.

1 2 3 4

7 8 9 10

1 Display the Main Page, Navigation window, or Search dialog box.

2 Print the picklist.
3 Display prices in the picklist.
4 Create a DCS file. (See chapter 15)
5 Type a part number and quantity. Click this button to add a part.
6 Type a note to appear on the picklist.
7 Create a quote for a customer.
8 Delete highlighted parts from the picklist.
9 Send the picklist to a business system. (See also chapter 13)
10 Close the picklist.

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Adding Parts to a Picklist from a Parts Diagram
1. Place the mouse pointer directly on a callout. The pointer changes to a hand pointer.

2. Right-click to display a context menu.

3. Select Add to Picklist from the menu.

Note: Add to Picklist is not available from the menu until you move the pointer to a
callout and it changes to a hand pointer.

4. The part is added to your picklist.

5. Click to view your picklist.

Note: You can also add a part by placing the mouse pointer on a callout and double-clicking.

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Adding Parts to a Picklist from a Parts List
1. In the parts list, right-click a part entry to display a context menu.

Note: To select multiple parts at a time, hold down the Ctrl key
and click the entries in the parts list. The entries you select are
highlighted. Then right-click the highlighted entries.

2. Select Add to Picklist from the menu to add the part to your picklist.

3. Click to view your picklist.

Note: You can also double-click a part entry to add the part to a picklist.

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Adding Parts with Non-Numeric Quantities
When a part shows a non-numeric quantity—“as required” (AR), for example—
PartsManager Pro prompts for a numeric quantity when you add the part to
a picklist.

1. Right-click the part and select Add to Picklist.

2. The following dialog box is displayed.

Note: A quantity of “1” appears by default.

3. If you need a single part, click OK. If you need more than one part,
type a different number before clicking OK. The part will be added
to your picklist with the quantity you entered.

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Adding Parts from the Picklist Dialog Box
After creating a picklist, click to open the Picklist dialog box and view
your list. From this dialog box you can add parts and modify your picklist.

1. Click .

2. The Picklist dialog box is displayed.

3. Select an OEM.

4. Type a part number in the Part Number text box

5. Type a quantity in the Quantity text box.

6. Click or press Enter.

7. Repeat steps 4 through 6 for each part you need to add to the list.
The parts appear in the picklist in the order in which they were added.

8. If you type information in the Remarks text box, it will appear each
time you display this picklist.

9. To print the picklist, click .

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Changing Quantities on a Picklist
1. Click the quantity to highlight it.

2. Type the new quantity.

Deleting Parts from a Picklist

To delete a part from a picklist:
1. Click the part number you want to delete. The entry is highlighted.

2. Click Delete. The part is removed from your picklist.

To delete multiple parts from a picklist:

1. Hold down the Ctrl key.

2. Click each part number you want to delete. The entries are highlighted.

3. Click Delete. The parts are removed from your picklist.

Printing a Picklist
To print directly from a picklst:

1. Click the picklist Print button .

2. The Windows Print dialog box opens.

3. Click the Print button in the dialog box.

4. The picklist is printed.

To print a picklist when a parts page is displayed:

1. Select Print from the File menu.

2. The PartsManager Pro Printing dialog box is displayed.

3. Select Print Picklist from the dialog box.

4. Click OK.

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Displaying More Information from a Picklist
You can display additional information for a part number from a picklist by
right-clicking the number.

1. With the picklist displayed, right-click the part entry to highlight it and
display a context menu.

2. Select More Information to display the More Information window.

Making a “Where Used” Search from a Picklist

You can search for all occurrences of a part number from a picklist by right-clicking
the number.

1. With the picklist displayed, right-click the part entry to highlight it and display
a context menu.

2. Select Where Used to display the Search dialog box.

3. The search results window lists all occurrences of the part number.

4. Double-click an entry to display the parts page.

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Rearranging Information in a Picklist
PartsManager Pro allows you to change the order in which information is listed and
resize columns.

Sorting Information
Change the order in which part entries are listed by doing the following:

Click a column header. Entries are listed in order according to the information in that
column. An upward-pointing triangle appears on the right side of the header and
information is arranged in order from first to last. That is, entries that begin with letters
are arranged in A-Z order and entries that begin with numbers are arranged in 1-9 order.

If you click the column header again, a downward-pointing triangle appears on the right
side of the header and information is arranged in order from last to first. That is, entries
that begin with letters are arranged in Z-A order and entries that begin with numbers are
arranged in 9-1 order.

Resizing Columns
Resize column widths by doing the following:

1. Place the mouse pointer on the boundary between two

column headers. The mouse pointer changes to .

2. Hold down the left mouse button.

3. Drag to the left or right.

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8. Preparing a Quote for a Customer
PartsManager Pro allows you to prepare a quote for a customer. You can import and
modify a picklist or type information manually. Then print your quote and/or save it as an
HTML file.

Using the Print Quote Dialog Box

With a picklist displayed, click Print Quote to display the Print Quote dialog box.

Note: When the Print Quote dialog box is displayed, you cannot switch to other functions
in the application.

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 Feature How to Use

PO Type the customer’s purchase order number in the PO text box.

Account Type the customer’s account number in the Account text box.

Customer Information Type the name, contact, and address of the customer who will receive
the quote.

Remarks Type any special information you want to appear on the quote in the
Remarks text box.

Click the Price Escalator button and type a value to apply a discount
or markup to all prices on the quote. See “Adjusting Prices on a Quote”
for details.

Dealer Information You only need to enter your dealership information one time. After you type
this information, it will be applied automatically to each quote or eConnect
order you create. If any information changes, you can modify it at any time.
See “Entering Dealer Information” in chapter 1 for the procedure.

Add Row Click the Add Row button to add a row to the Parts List window.

Delete Row To delete one item from the Parts List window, click the entry to
highlight it. Then click the Delete Row button. To delete multiple items,
hold down the Ctrl key and click each item you want to delete. Then
click the Delete Row button. To delete all items, click the first item,
hold down the Shift key, and scroll down to the last item and click it.
Then click the Delete Row button.

Parts List window Displays the contents of a picklist or information you type. You can type
more than parts information in this window. For example, you could
add a line and type the tax.

Currency Code Select the appropriate code for the currency you use.

Shipping Method Type the name of the shipping vendor or method (Best Way, for
example) that will deliver the parts to your customer.

Import from Picklist Click the Import from Picklist button to import parts information from
the current picklist into the Parts List window. You can modify this
information if necessary.

Print Click the Print button to open a dialog box. Print a paper copy of the
quote and/or save the quote as a printable HTML file.

Shipping/Handling Type the shipping and handling cost.

Labor Rate Type the labor rate.

Labor Hours Type the number of hours.

Click the Calculator button to display the total for the prices, shipping,
Total Cost and labor. Click the button to recalculate the total any time you add
more parts or manually change one or more prices. You do not need to
recalculate after applying a value with the Price Escalator button. You
can also type the total cost manually.

Close Click the Close button to close the Print Quote dialog box.

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Preparing a Quote
The following procedure shows the basic steps in preparing a quote for a customer. All
steps are not necessary for all situations. Use the dialog box features that are
appropriate for each particular quote.

1. Type the customer’s purchase order number in the PO text box.

2. Type the customer’s account number in the Account text box.

3. Type the customer’s business name and address and the name of the contact.

4. Type any special information you want to appear on the quote in the Remarks text box.

5. If you have not already entered your dealership information, click the Dealer
Information button to open the Dealer Name dialog box. Then type information to
identify you on the quote. Once you type your dealership information, it will be
applied to each quote you create.

6. Click the Import from Picklist button to import the current picklist into the Parts List
window. Or Press the Add Row button to create a blank row and type parts
information instead.

7. If necessary, click the Add Row button to add rows for typing additional information
such as additional parts, the amount of tax, etc.

8. If necessary modify the information. You can modify any information displayed,
whether you typed it or imported it from a picklist.

9. Click the Price Escalator button and apply a discount or markup to all prices on
the quote.

10. Type the shipping and handling charge.

11. Type the labor rate and number of hours.

12. Click the Calculator button to total your charges. You can also manually type the
total if you prefer.

13. Click the Print button to open a dialog box.

• To print your quote to fax to a customer, select Print Quote from the dialog box.

• To save your quote as a printable HTML file for future reference or to make later
modifications or additions, select Save Quote from the dialog box.

• Click OK.

14. When you finish, click the Print Quote dialog box Close button.

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Entering Dealer Information
You only need to enter your dealership information one time. After you type this
information, it will be applied automatically to each quote or eConnect order you create.
If any information changes, you can modify it at any time. See “Entering Dealer
Information” in chapter 1 for the procedure.

Importing a Picklist
You can type parts and price information in the Parts List window or you can import
information from the picklist for the current job.

To import picklist information, click the Import from Picklist button. The part number,
description, quantity, and price for the parts on the picklist are displayed in the Parts List
window. The OEM is not displayed for each part.

You can modify any information that appears in the Parts List window. Simply type over
any information you need to change. If you change the quantity or price, the new
subtotal is displayed in the Subtotal column.

To add more entries below the last item, click the Add Row button to create a blank row.

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Entering Parts and Price Information
As an alternative to importing and modifying information from a picklist, you can type all
the parts and price information that will appear in the quote.

For each part that you want to include in the quote, type the part number, description,
quantity, and price on a separate line in the Parts List window.

You can also type other types of information in this area. For example, you might want to
type the amount of tax. You do not need to type information in every column.

When necessary, use the Add Row button to add rows for typing information.

1. Click the Add Row button. A new row appears with zeros displayed in the Price and
Subtotal columns.

2. Click in the Part Number column, type a part number, and press the Tab key.

3. Type a description and press the Tab key.

4. Type a quantity and press the Tab key.

5. Type a price and press the Tab key. The price in the Subtotal column will be the sum
of the unit cost you typed times the quantity you typed.

6. Use the Add Row button to add as many rows as necessary for additional
information.

7. If necessary, modify any information, including prices, whether you typed it or

imported it from a picklist.

Calculating the Total Cost

Once you import and/or type information in the Parts List window, type your shipping and
handling charge in the Shipping/Handling text box and type the labor rate and labor
hours in their respective text boxes.

To calculate the total cost, click the calculator button that appears next to the Total
Cost text box.

Note: You must also click when you change parts prices or other costs to update the
total cost displayed.

The total of the parts prices, shipping and handling, labor cost, and any other amounts
you typed is displayed in the Total Cost text box. You can type changes to the total.

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Adjusting Prices on a Quote
PartsManager Pro provides two ways to adjust prices on a quote.

Manually change individual prices by typing over an existing amount.

Apply a discount or markup to all prices by using the Price Escalator button.

Applying a Discount or Markup to All Prices

1. Click the Price Escalator button .

2. The Escalator dialog box is displayed.

3. Type a multiplier, that is, the percentage of the current price that you want to appear
on the quote. The application multiplies all prices on the quote by the value you type.

Example: Apply a 10% discount (charge 90% Example: Apply a 10% markup (charge 110%
of the current price). Type .90. of the current price). Type 1.10.

For additional examples, see “Examples of Discounts and Markups” on the next page.

4. Click OK. The quote shows the discount or markup applied to all prices.
Shipping/Handling and labor charges remain the same. The total adjusts automatically.

5. Click the Print button on the quote. The Print Quote dialog box is displayed.

To save the quote as a printable HTML file, select Save

Quote and click OK. The adjusted prices and total are
saved. See “Saving a Quote” on page 85 for details.

To print the quote, select Print Quote and click OK.

The adjusted prices and total appear on the printed
quote. See “Printing a Quote” on page 86 for details.

To save the quote as a printable HTML file and print it immediately, select Save
Quote, click OK, and save the file. Then with the quote still open, click the Print
button to redisplay the Print Quote dialog box, select Print Quote, and click OK.

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Examples of Discounts and Markups

Discount prices by 25%:

In this example, you are effectively charging 75% of the original price. Type .75 or 0.75
in the Escalator dialog box. For a $2.00 item, the application multiplies the original price
($2.00) by 0.75. The adjusted price is $1.50.

Mark up prices by 25%:

In this example, you are effectively charging 125% of the original price. Type 1.25 in the
Escalator dialog box. For a $2.00 item, the application multiplies the original price
($2.00) by 1.25. The adjusted price is $2.50.

Double prices
In this example, you are effectively charging 200% of the original price. Type 2.00 or 2 in
the Escalator dialog box. For a $2.00 item, the application multiplies the original price
($2.00) by 2. The adjusted price is $4.00.

Additional Information about Adjusting All Prices

Discounts and markups are applied to prices only. They do not affect shipping/handling
and labor charges.

If you click the Add Row button to add an item to the quote after applying a discount or
markup, the discount or markup will be cancelled and the original prices re-displayed.

If you make a mistake before selecting a print option, close and reopen the quote to
redisplay the original prices and total.

If you make a mistake after selecting a print option, delete all items from the quote and
re-import the picklist.

Note: To delete all items, click the first item, hold down the Shift key, and scroll down to
the last item and click it. Then click the Delete Row button.

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Saving a Quote
After entering the information in your quote, use this procedure to save your quote as a
printable HTML file. You can save the file in a location of your choice and modify and/or
print it. Or you can save it for future reference.

1. Click the Print button on the quote. The Print Quote dialog box is displayed.

2. Select Save Quote.

3. Click OK. The Save As dialog box is displayed.

4. Navigate to a folder or create a folder in which to save the file, type a file name, and
click the Save button.

5. Double-click the file name to open the quote. It will look similar to the following:

Note: To save the quote as a printable HTML file and print it immediately, select Save
Quote, click OK, and save the file. Then with the quote still open, click the Print button
to redisplay the Print Quote dialog box, select Print Quote, and click OK.

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Printing a Quote
After entering the information in your quote, use this procedure to print a paper copy of
your quote to fax to a customer.

1. Click the Print button on the quote. The Print Quote dialog box is displayed.

2. Select Print Quote.

3. Click OK. The Windows Print dialog box is displayed.

4. Click Print in the Windows Print dialog box to print the quote. The printed quote will
look similar to the following:

Note: To save the quote as a printable HTML file and print it immediately, select
Save Quote, click OK, and save the file. Then with the quote still open, click the Print
button to redisplay the Print Quote dialog box, select Print Quote, and click OK.

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9. Creating and Viewing User Notes
To supplement information from the OEM, you can create your own notes and link them
to part numbers in a single catalog or all catalogs.

Creating User Notes

1. With the appropriate parts page displayed, right-click the part number to which you
want to link a note. The part entry is highlighted and a context menu is displayed.

2. Select Add a Note to display the Add a Note dialog box. The applicable figure
number or page title is displayed in the title bar of the dialog box.

3. Type your note in the text box.

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4. Select an option.

• To link your note to this part number only, select This Part Number.

• To link your note to all occurrences of this part number in the current catalog,
select This Part Number in this Catalog.

• To link your note to the current parts page, select This Page in this Catalog.

5. Click Add.

• If you selected the first or second radio button, precedes the part number(s) in
the parts list.

• If you selected the third radio button, appears on the Job tab when you display
that parts page.

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Viewing User Notes
When appears in front of a part entry or on a job tab, a user note is available. Click
to open the View a Note window. The text of the note and the date it was created or last
modified are displayed. The applicable figure number or page title is displayed in the title
bar of the window.

Modifying User Notes

1. Click the note. The text of the note is displayed in the large text box.

2. Type your changes.

3. Click Close. The modified note is attached to the part number.

Note: Click the note again in the upper portion of the window to see your changes.

Deleting User Notes

1. Click the note. The note is highlighted.

2. Click Delete.

Printing User Notes

To print the notes listed in the window, click the Print button.

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10. Bookmarking Your Favorite Parts
Pages
When you use certain parts pages frequently, you can store them as “favorites”. The
favorite folders and files you create are listed in the bottom portion of the Favorites menu
so you can select them quickly and easily.

When you select a favorite, PartsManager Pro immediately takes you to the parts page.
The parts page is displayed in the current job.

Clicking a folder opens a list of favorites saved in the folder. Clicking a favorite in the
folder displays the corresponding parts page.

Note: On a network, favorites are only available from the PC on which they were
created. They cannot be accessed from other PCs on the network.

Note: If you uninstall an OEM, any favorites saved for that OEM are grayed out and are
no longer available.

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Creating Favorites
To bookmark a parts page as a favorite, display the page and
select Add to Favorites from the Favorites menu. The Favorites
dialog box will be displayed.

Element How to Use

Title The Title text box displays the title of the open
parts page. You can click in the text box and type
a new title.

Create In The Create In window lists favorite files and

folders.

OK The OK button saves a favorite and closes the

dialog box.

Cancel The Cancel button closes the dialog box without

saving a favorite.

New Folder The New Folder button creates a new folder with
a default name in the Create In window. You can
change the default name by selecting Organize
Favorites from the Favorites menu.

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Example: Create a Favorite
1. With the parts page displayed, select Add to Favorites from the Favorites
menu to open the Favorites dialog box.

Note: You can change the title of your favorite by clicking in the Title text
box and typing a new title.

2. Add your favorite to a folder.

• To create a new folder for your favorite, click New Folder to display a
new folder in the Create In window. The application assigns a default
name to a new folder. You can change the name.

• To add your favorite to an existing folder, click the folder to highlight it.

3. Click OK to store your favorite in the folder.

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Organizing Favorites
Select Organize Favorites from the Favorites menu to open the
Organize Favorites dialog box.

Element How to Use

Create Folder The Create Folder button allows you to create

a new folder with a default name in the
Favorites window. You can change the default
name with the Rename button.

Move to Folder The Move to Folder button allows you to move

the selected favorite to a different folder.

Rename The Rename button allows you to rename the

selected folder.

Delete The Delete button deletes the selected folder.

Favorites Window The Favorites window lists favorites and

favorite folders stored on the PC.

Close The Close button saves your changes and

closes the Organize Favorites dialog box.

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Moving a Favorite
1. Click the favorite to highlight it.

2. Click Move to Folder to open a dialog box.

3. Click the destination folder to highlight it.

4. Click OK.

Renaming a Favorite or Folder

1. Click the favorite or folder to highlight the name.

2. Click Rename.

3. Type the new name.

4. Click Close.

Deleting a Favorite or Folder

1. Click the favorite or folder to highlight the name.

2. Click Delete.

3. Click Close.

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11. Printing: Quick Reference
PartsManager Pro allows you to print parts pages, picklists, page notes, part notes,
sections, More Information displays, supersession information, quotes, and part
compare information. This chapter provides a quick overview of how to print these types
of information. For details, see the applicable chapter in this guide for each feature.

Print Parts Pages

When a parts page is displayed, you can print information by using the Print command
from the File menu or the Print button.

Using the File Menu Using the Parts Page

“Print” Command “Print” Button

Print button

1. Select Print from the File menu. 1. Click the Print button.

2. The Printing dialog box opens. 2. The Windows Print dialog box opens.

3. Select one or more options. 3. Click the Print button in the dialog box.

4. Click OK. 4. The parts diagram, parts list, page notes,

and part notes print.

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Print More Information and Supersession History
Printing More Information Printing Supersession Information

Print button
Print button

1. Right-click an entry in a parts list. 1. Click in a parts list.

2. Select More Information.
2. The More Information window opens.
3. The More Information window opens.
4. Click the Print button. 3. Click the Print button.

5. Information in the window prints. 4. Information in the window prints.

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Print Page and Part Notes from the Notes Window

1. Click the OEM note icon or user

note icon in a parts list or on a
parts page tab.

2. The Notes window is displayed.

3. Click the Print button.

4. The notes listed in the window are

printed.

Print button

Print a Picklist
Print button

1. Click the picklist Print button .

2. The Windows Print dialog box opens.

3. Click the Print button in the dialog box.

4. The picklist is printed.

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Print a Quote

From the quote, click the Print

button. The Print Quote dialog
box opens.

To save the quote as a

printable HTML file, select
Save Quote and click OK.

To print the quote, select Print

Quote and click OK.

Print button

Print “Compare” Information

After selecting the model specifications you want to compare, click Search to list the
parts that are different. To print the part numbers and descriptions, click the Print button.

Print button

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12. Shortcut Keys: Quick Reference
Keyboard shortcuts are available for many PartsManager Pro features. This chapter
provides shortcuts for some commonly used application functions. Use the keystrokes
shown in the “Do this” column as follows:

Keystrokes What they mean

“Alt+key1 key2” Hold down the Alt key and press key1. Then press key2.
“Alt+key1 key2” [item] Alt+key3 key4 Hold down the Alt key and press key1. Press key2. Next, highlight the
item. Then hold down the Alt key and press key3. Finally, press key4.
“Tab [button] Enter” Press the Tab key as often as necessary to highlight the button. Then
press the Enter key.
“ Tab [button] Enter [criteria] Alt+key1” Press the Tab key as often as necessary to highlight the button. Next,
press the Enter key. Then enter your search criteria. Finally, hold down
the Alt key and press key1.

Changing Settings
To Do this
Open the Settings dialog box. Alt+T S

Working with Jobs

To Do this
Create a new job. Alt+N
Open the Job Manager. Alt+F O or Alt+T J
Close the Job Manager. Alt+C
Open an existing job. Alt+F O [job] Alt+O or Alt+T J [job] Alt+O
Close the current job. Alt+F C
Close all open jobs. Alt+F L
Close the application. Alt+F E
Rename a job. Alt+F O [job] Alt+M or Alt+T J [job] Alt+M
Delete a job. Alt+F O [job] Alt+D or Alt+T J [job] Alt+D

Searching for Information

To Do this
Open the Search window. Tab Enter

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Navigating to a Parts Page
To Do this
Open the Navigation window. Tab Enter.

Working with Parts Pages

To Do this
Open the Print dialog box. Alt+F P
Mark a parts page as a favorite. Alt+A A
Organize your favorites. Alt+A O

Working with Picklists

To Do this
Open the Picklist dialog box. Tab Enter
Delete a part from a picklist. Tab Enter [part] Alt+D
Send a part to a business system Tab Enter [part] Alt+S
(if configured).
Close the Picklist dialog box. Alt+C

Working with Quotes (with Quote dialog box open)

To Do this
Add a row. Alt+A
Delete a row. Alt+D
Close the Quote dialog box. Alt+C

Getting Help
To Do this
Open the online Help. Alt+H H
Open the user’s guide as a PDF. Alt+H U
Start the interactive tutorial. Alt+H T

Closing PartsManager Pro

To Do this
Close the application. Alt+F E

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13. Setting Up a Business System
Interface (BSI)
PartsManager Pro allows you to create, modify, and delete business system interface
configurations. When you configure your business system interface, you can send parts
information to your business system and receive return information in the More
Information window. If you create more than one configuration, you can select the one
you want to view and modify the values or delete the configuration entirely. See “Sample
BSI Configurations” for examples of configurations that allow you to send single-OEM
and multiple-OEM picklists via your BSI.

Setting BSI Options

Start setting up your business system interface from the PartsManager Pro Part
Integration dialog box. Select Part Integration from the Tools menu.
Depending on your business
needs, you will either set up
a connection to a business
system or subscribe to
eConnect. You will not use
both.

For information on setting up

eConnect, see the next chapter.

Note: The WW Price Books

tab is only available for
OEMs whose price files are
in a particular format.

PartsManager Pro User’s Guide 15022006-3.4 103

Setting BSI Options

Option How to Set

IP Address Type the IP address of the branch server to which you are connecting.

Timeout (ms) Type the amount of time in milliseconds (ms) that

PartsManager Pro should wait for a response when a request
is submitted. For example, if you type 5000, PartsManager Pro
will wait five seconds (5000 ms = 5 seconds).

Port Type the port number to which you are connecting.

Send orders to this branch Select this check box if you want to submit orders from
PartsManager Pro to this branch.

Note: If you do not select this check box, you will not be able
to access this branch even if you create a configuration.

Branch Type the name of the branch. The name you type appears in
the window in the upper left corner of the dialog box after you
save the configuration.

Customer Number Type the number to use as a default customer number.

Manufacturer Code Type the code that identifies the manufacturer.

Dataset Select the manufacturer whose parts will be supplied by the branch.

Currency Code Type the currency code to be applied to prices.

Delete Select a branch from the window in the upper left corner of the
dialog and click the Delete button to delete a BSI configuration.

Save Click the Save button when you finish entering information.

Close Click the Close button to close the Part Integration dialog box.

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Creating a BSI Configuration
1. Select Part Integration from the Tools menu.
The Part Integration dialog box is displayed.

2. Select New from the window in the upper left corner.

3. Enter appropriate information in the text boxes and

list boxes.

4. Click Save.

5. Click Close.

Modifying a BSI Configuration

1. Select Part Integration from the Tools menu.
The Part Integration dialog box is displayed.

2. Select the appropriate configuration from the window

in the upper left corner. The values you entered for
that configuration are displayed in the text boxes and
list boxes.

3. Enter new information in the applicable text boxes

and list boxes.

4. Click Save.

5. Click Close.

Deleting a BSI Configuration

1. Select Part Integration from the Tools menu.
The Part Integration dialog box is displayed.

2. Select the appropriate configuration from the window

in the upper left corner.

3. Click Delete.

4. Click Close.

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Sample BSI Configurations
These examples show how to set up BSI configurations for sending single-OEM or
marketing unit or multiple-OEM or marking unit picklists to one or more business
systems. How you create your BSI configurations will depend on your particular
business system environment.

Configuring the BSI for a Single-OEM/Marketing Unit

1. Select Part Integration from the PartsManager Pro Tools menu. The Part
Integration dialog box is displayed.

2. Select New from the window in the upper left corner.

3. Type an IP address, timeout value (in milliseconds), and port in the appropriate text
boxes. Select an OEM or marketing unit from the OEM list box.

Note: You must always enter at least these four values when creating a BSI configuration.

4. If appropriate, type a branch name, customer number, and manufacturer code. If you
want to send orders to this branch, select the “Send orders to this branch” check box.

5. Click Save.

6. The name you typed in the Branch text box will appear in the window in the upper left corner
of the dialog box. When you click the branch name, the values you entered are displayed.

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7. Create a picklist. See “Working with Picklists” for the procedure.

8. Click the Picklist dialog box Send button.

Note: A message indicates that the picklist with data from a

single OEM/marketing unit was sent to a single business system.

9. Click OK to close the message box.

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Configuring the BSI for Multiple OEMs/Marketing Units with the Same Manufacturer Code
1. Select Part Integration from the PartsManager Pro Tools menu. The Part
Integration dialog box is displayed.

2. Select New from the window in the upper left corner.

3. Type an IP address, timeout value (in milliseconds), port, and manufacturer code in
the appropriate text boxes. Select an OEM or marketing unit from the OEM list box.

Note: You must always enter at least these five values when creating a multi-
OEM/marketing unit BSI configuration.

4. When appropriate, type a branch name and customer number. If you want to send
orders to this branch, select the “Send orders to this branch” check box.

5. Click Save.

6. The name you typed in the Branch text box will appear in the window in the upper left
corner of the dialog box. When you click the branch name, the values you entered
are displayed.

Note: In this example, branch 08 uses the same manufacturer code (C1) as the 03
branch created in the previous example. This indicates that picklists containing data
from these two companies will be sent to the same business system.

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7. Create a picklist using data from both OEMs/marketing units. See “Working with Picklists”
for the procedure.

8. Click the Picklist dialog box Send button.

Note: A message indicates that the picklist with data from two OEMs/marketing units
was sent to a single business system. In this case, these two OEMs/marketing units
were configured for the same manufacturer code.

9. Click OK to close the message box.

PartsManager Pro User’s Guide 15022006-3.4 109

Configuring the BSI for Multiple OEMs/Marketing Units with Different Manufacturer Codes
1. Select Part Integration from the PartsManager Pro Tools menu. The Part
Integration dialog box is displayed.

2. Select New from the window in the upper left corner.

3. Type an IP address, timeout value (in milliseconds), port, and manufacturer code in
the appropriate text boxes. Select an OEM or marketing unit from the OEM list box.

Note: You must always enter at least these five values when creating a multi-
OEM/marketing unit BSI configuration.

4. When appropriate, type a branch name and customer number. If you want to send
orders to this branch, select the “Send orders to this branch” check box.

5. Click Save.

6. The name you typed in the Branch text box will appear in the window in the upper left
corner of the dialog box. When you click the branch name, the values you entered
are displayed.

Note: In this example, branch 10 uses a manufacturer code (D2) different from the
codes created for the 03 and 08 branches in the previous examples. This indicates
that picklists containing data from the 03 and 08 branches will be sent to one business
system, while data from 10 will be sent to a different business system.

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7. Create a picklist using data from all three OEMs/marketing units. See “Working with
Picklists” for the procedure.

8. Click the Picklist dialog box Send button.

Note: A message indicates that the picklist with data from three OEMs/marketing
units was sent to two business systems. In this case, ABC Equipment Company
data was sent to one business system, while data for MNH Equipment Company
and Tech Company (configured for the same manufacturer code) was sent to a
different business system.

9. Click OK to close the message box.

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14. Setting Up and Using eConnect
If you have a connection to a dealer management system (DMS) that does not support
ordering parts electronically from your vendor(s), you probably phone or fax your orders.
By subscribing to eConnect, you can use PartsManager Pro to view real-time inventory
information and order parts electronically from one or more trade partners (vendors).

Depending on your business needs, you will either set up a connection to a business
system or subscribe to electronic ordering using eConnect. You will not use both.

Important: You must have an Internet connection to use eConnect with PartsManager Pro.

Signing In
Start setting up eConnect from the PartsManager Pro Part Integration dialog box.

1. Select Part Integration from the Tools menu. Then click the eConnect tab.

2. Click the Subscribe button.

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3. The Login page is displayed.

4. Sign in to eConnect.

• If you have already created a user name and password, type your user name
and password, click the Sign In button, and skip to “Adding a Subscription” later
in this chapter.

• If you are a new user, click the Sign Up Now button.

PartsManager Pro User’s Guide 15022006-3.4 113

 The Company Information page is displayed.

5. Type a user name in the Username text box.

6. Type a password in the Password text box.

7. Type the password again in the Verify Password text box.

Note: Write down the user name and password that you create.

8. Enter your dealership information.

Note: This information is for your eConnect subscription only. It may differ from the
dealership information that you entered in PartsManager Pro.

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 You must enter information in each field that displays a red asterisk (*). If you previously
entered your dealership information, it will already be displayed in these fields. For example:

9. Click the Submit button.

Note: Everyone at your dealership can use the user name and password you create.
It is not necessary to create a different user name and password for each PC
running PartsManager Pro with eConnect.

Next you need to add a subscription. Proceed to the next section, “Adding a
Subscription”, to learn how.

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Adding a Subscription
When you enter a user ID and password to log on to eConnect, the Current Subscriptions
page is displayed. From this page you can start the process of adding a subscription.

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To add a subscription:
1. From the Current Subscriptions page, click the Add New Subscription button. The
Choose Trade Partner page is displayed.

“Trade partners” are the manufacturers and distributors with whom you transact
business. It is another term for “vendors” or “suppliers”. The Choose Trade partner
page lists all available trade partners alphabetically by name. Each name appears as
a clickable link below a logo.

2. If necessary, scroll down the page until you find the trade partner you want.

PartsManager Pro User’s Guide 15022006-3.4 117

3. Click the link to display the Choose Service page.

As used with eConnect, “services” refers to two primary ways of doing business with
eConnect:

Dealer Xpress: Enables electronic ordering using the Dealer Xpress Web
application.

Integrated DMS: Enables eConnect for PartsManager Pro.

4. Click the Integrated DMS link.

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 The Add Service page is displayed.

5. Type the vendor code provided by your DMS in the Vendor Code text box.

Important: This code must match the vendor code in your DMS.

6. Type a dealer number in the Dealer Number text box.

Note: As used with eConnect, “Dealer Number” is the same as “Account Number”.

7. Click the Save button.

PartsManager Pro User’s Guide 15022006-3.4 119

 The Current Subscriptions page is again displayed. The page now shows your trade
partner and the service type to which you subscribed, your vendor code (a code you
create to designate the trade partner), your account number (same as your dealer
number), and additional information that applies to your subscription(s).

Note: The column headers on the Current Subscriptions page are Help links. Click a
link to display a brief description of how to enter information in that column. The
column headers shown on the sample page above are examples only.

Note: Clicking the Edit button displays the Edit Service page is displayed. From this
page you can edit an existing subscription.

8. Click the Logout link on the left side of the screen.

You are now ready to set up eConnect in PartsManager Pro. See the next section,
“Setting Up eConnect in PartsManager Pro”.

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Setting Up eConnect in PartsManager Pro
The previous section showed how to subscribe to eConnect and set up your trade
partners (vendors). This section shows how your subscriptions allow you to set up
eConnect in PartsManager Pro.

Start by selecting Part Integration from the Tools menu. The Part Integration dialog
box is displayed. Click the eConnect tab.
Depending on your business
needs, you will either set up
a connection to a business
system or subscribe to
eConnect. You will not use
both.

For information on setting up

a connection to a business
system, see the previous
chapter.

Note: The WW Price Books

tab is only available for
OEMs whose price files are
in a particular format.

PartsManager Pro User’s Guide 15022006-3.4 121

Setting eConnect Options

Option How to Set

Subscribe Click the Subscribe button to subscribe to services and add trade
partners (vendors).

Dealer Information You only need to enter your dealership information one time.
After you type this information, it will be applied automatically
to each quote or eConnect order you create. If any information
changes, you can modify it at any time. See “Entering Dealer
Information” in chapter 1 for the procedure.

Dataset Currently, a purchase order can include parts from one

manufacturer only. Select the manufacturer from this list box.

Account Number The first time you select an OEM on the eConnect tab, this
field will be empty. Once you type and save the number, it will
display automatically.

Note: As used with eConnect, “Account Number” is the same

as “Dealer Number”.

Vendor Code The first time you select an OEM on the eConnect tab, this field will
be empty. Once you type and save the code, it will display
automatically.

Note: This code must match the vendor code in your DMS.

Vendor Name The first time you select an OEM on the eConnect tab, this field will
be empty. Once you type and save the name, it will display
automatically.

Orders Sent to Vendor This check box activates and deactivates eConnect. Select this
check box to enable eConnect. De-select the check box to
disable eConnect.

Save Click the Save button when you finish entering information.

Close Click the Close button after typing the account number,
vendor code, and vendor name for the selected OEM.

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Entering Ordering Account Information
1. From the eConnect tab in the Part Integration dialog box, select an OEM from the
OEM list box.

2. Type the account number, vendor code, and vendor name.

3. Select the Orders Sent to Vendor check box.

4. Click the Close button.

Note: The first time you select an OEM on the eConnect tab, these fields will be
empty. After you type the information in each field and click the Save button, the
information will be displayed each time you select the OEM.

You are now ready to view real-time inventory information from your trade partner(s)
and place orders electronically with PartsManager Pro.

PartsManager Pro User’s Guide 15022006-3.4 123

Viewing Vendors’ On-Hand Quantities and Prices
Once you set up services and trade partners, the More Information window in
PartsManager Pro displays additional information.

1. With a parts page displayed in PartsManager Pro, right-click a part number in the
parts list. A context menu opens.

2. Select More Information from the menu.

3. The More Information window is displayed. If necessary, scroll down through the
window until you find the information you need.

When the window shows “Returned From: Electronic Dealer Network“, real-time
information from the trade partner is being displayed.

To print the information in the window, click the Print button.

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Sending Picklists to Your Trade Partners
Once you set up services and trade partners (vendors), clicking the Picklist
dialog box Send button in PartsManager Pro sends the list to your trade partner,
allowing you to order the listed parts.

Important: If you need to prepare a quote for the customer, create the quote
before you send the picklist as an order to your trade partner. When an order
is submitted, the parts are cleared from the picklist and you cannot create a
quote from that list.

1. Click the Picklist button to display your picklist. For example:

2. Click the Send button. The Order window is displayed.

PartsManager Pro User’s Guide 15022006-3.4 125

 The Order window displays your customer information, the default shipping method,
and the parts from your picklist, including current prices from your trade partner
(vendor).

Note: “Customer” information, as used here, indicates your dealer information

because you are the “customer” to whom the vendor will ship the parts.

3. Type the purchase order number in the text box at the top of the window.

Note: You must type the purchase order number. If the purchase order box is empty
when you try to submit an order, a message will remind you to type the number.

4. When necessary, select a different shipping method from the list box.

5. To print the order before submitting it, click the Print button.

6. Click the Send Order button. The message “PO: 8000-0030-083 sent successfully”
is displayed.

7. Click OK to close the message box.

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 The parts are cleared from your picklist and the Order window is updated with
additional information such as quantity ordered.

8. To print the updated information, click the Print button.

9. To close the Order window, click the Close button.

Note: Once you close the Order window, you cannot reopen it for viewing or printing.

PartsManager Pro User’s Guide 15022006-3.4 127

15. Creating a DCS File
Use this procedure to create a file for a dealer communication system (DCS) from a
picklist.

1. Create a picklist in PartsManager Pro. For example:

Click this button Click this button to

to display prices. create a DCS file.

128 PartsManager Pro User’s Guide 15022006-3.4

2. Click the DCS button. The DCS File Generation dialog box opens.

3. Select the DCS format.

4. Click the Browse button and navigate to the folder to which you want to write the file.

5. Type a name for the file in the File Name box.

Note: After you generate your first DCS file, the format and most recently generated
folder and file name are displayed each you open this dialog box.

6. Select the field delimiter for the file. For example, to create a tab-delimited file, select
[TAB].

7. Type your dealer code, select the order type, and type the order number.

Note: Dealer Code, Order Type, and Order Number boxes are not available for all OEMs.

8. Click OK to generate the DCS file. The message “File Created” will be displayed.
Click OK to close the message.

Note: A tab-delimited text file will look similar to the following:

9. In your DCS, browse to the file you created.

PartsManager Pro User’s Guide 15022006-3.4 129

16. ISO 4217 Currency Codes
When you display pricing in PartsManager Pro, each value is followed by a three-letter
code. For example, “$150.00” is displayed as “150.00 USD”. This code comes from ISO
standard ISO 4217:1995, which contains codes for currencies worldwide. The following
table lists all current codes.

Code Currency Code Currency

ADP Andorran Peseta CNY Yuan Renminbi
AED UAE Dirham COP Colombian Peso
AFA Afghani CRC Costa Rican Colon
ALL Lek CUP Cuban Peso
AMD Armenian Dram CVE Cape Verde Escudo
ANG Netherlands Antillean Guilder CYP Cyprus Pound
AON New Kwanza CZK Czech Koruna
AOR Kwanza Reajustado DEM Deutsche Mark
ARS Argentine Peso DJF Djibouti Franc
ATS Shilling DKK Danish Krone
AUD Australian Dollar DOP Dominican Peso
AWG Aruban Guilder DZD Algerian Dinar
AZM Azerbaijanian Manat ECS Sucre
BAD Dinar ECV Unidad de Valor Constante (UVC)
BBD Barbados Dollar EEK Kroon
BDT Taka EGP Egyptian Pound
BEF Belgian Franc ESP Spanish Peseta
BGL Lev ETB Ethiopian Birr
BHD Bahraini Dinar EUR Euro
BIF Burundi Franc FIM Markka
BMD Bermudian Dollar FJD Fiji Dollar
BND Brunei Dollar FKP Falkland Islands Pound
BOB Boliviano FRF French Franc
BOV MVDol GBP Pound Sterling
BRL Brazilian Real GEL Lari
BSD Bahamian Dollar GHC Cedi
BTN Ngultrum GIP Gibraltar Pound
BWP Pula GMD Dalasi
BYB Belarussian Ruble GNF Guinea Franc
BZD Belize Dollar GRD Drachma
CAD Candian Dollar GTQ Quetzal
CHF Swiss Franc GWP Guinea-Bissau Peso
CLF Unidades de Formento GYD Guyana Dollar
CLP Chilean Peso HKD Hong Kong Dollar

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 Code Currency Code Currency
HNL Lempira MWK Kwacha
HRK Kuna MXN Mexican Nuevo Peso
HTG Gourde MYR Malaysian Ringgit
HUF Forint MZM Metical
IDR Rupiah NAD Namibia Dollar
IEP Irish Pound NGN Naira
ILS Shekel NIO Cordoba Oro
INR Indian Rupee NLG Netherlands Guilder
IQD Iraqi Dinar NOK Norwegian Krone
IRR Iranian Rial NPR Nepalese Rupee
ISK Iceland Krona NZD New Zealand Dollar
ITL Italian Lira OMR Rial Omani
JMD Jamaican Dollar PAB Balboa
JOD Jordanian Dinar PEN Nuevo Sol
JPY Yen PGK Kina
KES Kenyan Shilling PHP Philippine Peso
KGS Som PKR Pakistan Rupee
KHR Riel PLN Zloty
KMF Comoro Franc PLZ Zloty
KPW North Korean Won PTE Portuguese Escudo
KRW Won PYG Guarani
KWD Kuwaiti Dinar QAR Qatari Rial
KYD Cayman Islands Dollar ROL Leu
KZT Tenge RUR Russian Ruble
LAK Kip RWF Rwanda Franc
LBP Lebanese Pound SAR Saudi Riyal
LKR Sri Lanka Rupee SBD Solomon Islands Dollar
LRD Liberian Dollar SCR Seychelles Rupee
LSL Loti SDD Sudanese Dinar
LTL Lithuanian Litas SEK Swedish Krona
LUF Luxembourg Franc SGD Singapore Dollar
LVL Latvian Lats SHP St. Helena Pound
LYD Libyan Dinar SIT Tolar
MAD Moroccan Dirham SKK Slovak Koruna
MDL Moldovan Leu SLL Leone
MGF Malagasy Franc SOS Somali Shilling
MKD Denar SRG Surinam Guilder
MMK Kyat STD Dobra
MNT Tugrik SVC El Salvador Colon
MOP Pataca SYP Syrian Pound
MRO Ouguiya SZL Lilangeni
MTL Maltese Lira THB Baht
MUR Mauritius Rupee TJR Tajik Ruble
MVR Rufiyaa TMM Manat

PartsManager Pro User’s Guide 15022006-3.4 131

 Code Currency Code Currency
TND Tunisian Dollar VND Dong
TOP Pa’anga VUV Vatu
TPE Timor Escudo WST Tala
TRL Turkish Lira XAF CFA Franc BEAC
TTD Trinidad and Tobago Dollar XCD East Caribbean Dollar
TWD New Taiwan Dollar XOF CFA Franc BCEAO
TZS Tanzanian Shilling XPF CFP Franc
UAG Hryvna YER Yemeni Rial
UAK Karbovanets YUM New Dinar
UGX Uganda Shilling ZAL Financial Rand
USD US Dollar ZAR Rand
UYU Peso Uruguayo ZMK Kwacha
UZS Uzbekistan Sum ZRN New Zaire
VEB Bolivar ZWD Zimbabwe Dollar

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17. Glossary
This glossary defines terms used in this user’s guide.

application
A computer program used for a particular kind of work, such as parts
information retrieval or word processing. This term is often used
interchangeably with “program.”

BSI
An acronym for business system interface. PartsManager Pro allows
you set up a BSI connection to your business system.

button
A graphic image that can be clicked to initiate an action. A button may
include an icon or a text label to indicate what it does. For example,
the Search button includes a magnifying glass icon, indicating that
the button allows you to make a search.

catalog notes
Notes provided by the OEM at the catalog-level of information. When
catalog notes are available, the icon appears on a folder in the
Navigation window or navigation pane of the Search dialog box to
indicate that catalog notes are available. View catalog notes by right-
clicking an entry.

check box

A small box that allows you to turn an option on or off by clicking it.
When a check box is selected, a check mark appears in the box.

click
To press and release the left mouse button quickly.

combination box (combo box)

A combination of a list box and text box that includes both a scrollable
list and a field in which you can type text. As you type text, items from
the list that match the text scroll into view.

PartsManager Pro User’s Guide 15022006-3.4 133

command
A word or phrase on a pull-down menu that you click to carry out an action.

compare
A feature that allows you to compare two model specifications by
listing the parts that need to be added and/or deleted to change one
model specification into the other.

configure
To create or change a setup. For example, PartsManager Pro allows
you to configure a connection to your business system.

context menu
A pop-up menu that provides access to frequently-used commands
when you right-click an item. For example, when you right-click a
parts diagram, a context menu lists commands that allow you to
zoom, resize, refresh, print, add notes, and add parts to a picklist.
Also called a floating menu.

cursor
The position indicator on the screen showing where you can enter text.

dataset
A dataset is a collection of related information consisting of the
database, parts diagrams (TIFF files), hotspot (.hsp) files, and service
documents (PDF files) that make up OEM data content. A dataset can
include product lines, catalogs, sections, parts pages (parts diagrams
and associated parts text), service documents, and bulletins. You can
publish multiple datasets, one per CD.

default
A predefined setting used by an application when no other option is specified.

desktop
The workspace on a computer screen, usually referring to the “main
screen” in Windows, which provides access to programs and folders
via clickable icons.

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dialog box
A window on the computer screen that allows you to type or select
information, set options, or carry out commands.

double-click
To quickly click the left mouse button two times.

drag
To move an item on the screen by selecting the item and then
pressing and holding down the left mouse button while moving the
mouse. For example, you can move a window to another location on
the screen by dragging its title bar. You can also define an area of a
parts diagram to zoom in on by holding down the Shift key while
holding down the left mouse button and moving the mouse.

eConnect
The name of ProQuest’s Web-based program for subscribing to
services and setting up trade partners (vendors) to enable electronic
ordering from PartsManager Pro.

favorite
A frequently-accessed parts page that you bookmark for future reference.

highlight
When you select a menu command or an entry in a list, it is
highlighted to indicate that it has been selected. A highlight usually
appears as a dark blue band across the entry, and the selected text
changes from black to white within the band.

icon
A graphical representation of an element in an application or
operating system. For example, clicking the New Job icon allows
you to create a new job.

job
Another name for a transaction, a collection of related tasks you
perform to process a parts order.

Job Manager
A dialog box that allows you to open, rename, and delete jobs.

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keyword
A word you type in a text box in the Search window’s Keyword tab to
search for parts information. A keyword may be a model or other term
defined by your OEM.

list box
A box that displays the current selection and allows you to click a
small arrow on the right side of the box to open the complete list of
selections. The list box shown above allows you to select a language
for the application.

More Information
A window that displays additional information for a part when you
right-click a part entry. If you subscribe to services and set up trade
partners (vendors) using ProQuest’s eConnect Web site, this window
can also display such real-time inventory information as on-hand
quantities and current prices from a vendor.

mouse pointer
The small symbol on the screen that moves with the mouse. Within
text, the mouse pointer appears as a cursor, but it changes shape
depending on its location on the screen. For example: An arrow , a
hand , or a cross .

navigate, navigation
To navigate is to follow a path to a particular destination.
PartsManager Pro provides a structure for your OEM data that allows
you to navigate through the data to a specific parts page. This
structure consists of an organized hierarchy which may include
datasets, product lines, models, catalogs, sections, parts pages, and
service documents. The available navigation levels depend on your
OEM data. PartsManager Pro provides a Navigation window and a
Search dialog box navigation pane.

OEM
An acronym for original equipment manufacturer.

OEM notes
Notes provided by the original equipment manufacturer. You cannot
delete OEM notes. OEM notes are identified by the icon in front of
a parts list entry or on a job tab.

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pane
A defined segment of a window or dialog box. For example, the
Keyword tab of the Search dialog box includes a navigation pane.

parts diagram
The illustration portion of a parts page.

parts list
The parts text associated with a parts diagram on a parts page. Parts
are generally listed by reference number, part number, description,
quantity, and remarks. You can also view bulletins, user notes, OEM
notes, and supersession information by clicking an icon.

PartsManager Pro
A parts and service data retrieval application developed by ProQuest.

parts page
An electronic catalog “page” consisting of a parts diagram and parts list.

Picklist
A dialog box you use to accumulate parts for a job. You can select
parts for a picklist from parts diagrams and parts lists, and you can
type part numbers and quantities directly in the dialog box. You can
send the contents of a picklist to a business system or order the parts
from a vendor, depending on how you set up PartsManager Pro.

pictorial index
An image-based index to parts information in the Navigation window.
You click images to display levels of information. Clicking a catalog
opens an additional pane which displays the primary pictorial index to
that catalog. Clicking an image opens sectional index. Clicking a
section image callout displays a parts page.

pull-down menu
A list of available commands in an application window. Menu names
appear in the menu bar near the top of the window. You open a menu
by clicking the menu name.

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quote
A list of parts, with quantities, prices, and additional charges for a
customer. You can import a picklist and add additional parts, customer
information, dealer information, a purchase order number, and shipping
and labor charges. You can then print the quote for the customer.

radio buttons
A group of buttons in a dialog box of which only one can be selected
at a time. You select a radio button by clicking it.

remarks
Additional comments or notes that appear in a parts list.

right-click
To click an item by using the right mouse button. You can display a
context menu by right-clicking an item. For example, right-clicking a
parts list entry opens a menu that allows you to add the part to a
picklist, display additional information for the part, make a “where
used” search, add a user note, or refresh the list.

scroll
To move through text or graphics (up, down, left, or right) to see
information that does not fit on the screen. Scroll bars with arrows at
the sides and bottom of windows help you scroll through information.

services
“Services” refers to two primary ways of doing business with eConnect
and PartsManager Pro: Dealer Xpress, which allows electronic ordering
of parts, and Integrated DMS, which enables electronic ordering for
PartsManager Pro. When you subscribe to Integrated DMS and set up
your trade partner(s), you are ready to conduct business using
eConnect and PartsManager Pro.

sort, sorting
To rearrange information according to some criteria. For example, you
can sort the results of a parts search by description, parts page, etc.
to make it easier to find the specific information you need.

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supersession
Information for a part that has been replaced by one or more other
parts. When supersession information is available, the icon appears
in front of a part entry. Clicking the icon displays the information.

text box
A field in a dialog box in which you type information. The text box may
be blank or may contain text when the dialog box opens.

trade partners
As used with eConnect, “Trade partners” are the manufacturers and
distributors with whom you transact business. It is another term for
“vendors” or “suppliers”.

user notes
Notes created by users to supplement information provided by the
OEM. You can modify and delete user notes. User notes are identified
by the icon in front of a parts list entry or on a job tab.

where used
A type of search that lists all occurrences of a part number in all
catalogs.

wildcard
A wildcard is a special character that represents any other character
or group of characters in a search. PartsManager Pro uses the
asterisk (*) for the wildcard character. The asterisk (*) can represent
zero, one, or multiple characters in a part number or description. You
can type wildcards in your search criteria for part number searches
and part description searches.

window
A rectangular area on the screen in which you view information. You
can open, close, resize, and move windows and open several
windows at a time.

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