INTEGRATED PARTS ORDERING FROM NEXPART SUPPLIERS

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1 RELEASE NOTES Version April 3, 2016 SUMMARY The new capabilities added in this release are: Integrated parts ordering from Nexpart suppliers Additional synonyms that can be used when searching for labor operations or repair information Button that moves the user directly from the operations in Review back to the specific operation in Estimate INTEGRATED PARTS ORDERING FROM NEXPART SUPPLIERS Ordering parts from Nexpart suppliers is now part of the integrated experience within Selectline, eliminating the extra steps required to use multiple systems. Once the parts are added to the estimate, stock checks and ordering are done with the simple push of a button. In future releases Selectline will integrate with additional suppliers and catalogs. A training video will be accessible on YouTube on April 4. Stock Check The Parts List displays the parts included in the estimate and allows you to order the parts. The part information can be expanded to display the location, quantity, and pricing details. A stock check must be done before ordering, to ensure the parts are still available at the same price quoted on the estimate. If nothing has changed, the parts will be listed as ready and the Stock Check button will change to Order Parts. Part name, number and description Location, quantity and pricing details from estimate Stock check for pricing or availability changes 1

2 Order Parts Once the Order Parts button is pressed, the user has the option to confirm or change the PO number and set an arrival time, as seen in the screenshot below. The PO number defaults to the Selectline job number. PO number Part Cost Set part arrival time Confirm or cancel order Once the order is confirmed, the system sets the part status to Ordered. The order confirmation information is automatically added to the Part Details, as shown below. Part status = Ordered Order date, PO number, confirmation number & quantity 2

3 Setup The Parts Ordering Workflow in Shop Settings must be turned on to enable stock checks and parts ordering. This is done by selecting Settings from the user dropdown, then selecting Shop Settings and then Estimate Workflow. From there, the Enable Parts Ordering Workflow setting can be turned on. Estimate Workflow settings Enable parts ordering workflow Access to Settings 3

4 ADDITIONAL SYNONYMS FOR LABOR OPERATIONS AND REPAIR INFORMATION SEARCH Additional synonyms can used as search terms to find operations and repair information. This helps the advisor when searching for operations to add to an estimate and helps the technician when using the vehicle data filter to search for repair information. For example, lof or oil change will find the Engine Oil & Filter R&R operation. As another example, searching for lamp or light will find anything using the term bulb. FASTER NAVIGATION BETWEEN OPERATIONS ON REVIEW AND ESTIMATE SCREENS As part of the continuing effort to reduce the number of steps required to perform tasks, advisors can now navigate from an operation on the Review screen to that same operation on the Estimate screen with one click. This allows changes such as adding or modifying parts to be made more quickly and easily. Select button to display operation on Estimate screen 4

5 KNOWN ISSUES This list includes the known issues from previous versions, as well as the new issues introduced in this version. Newly introduced known issues are indicated with an asterisk (*). Advisor Known Issues Parts When viewing Details for a part that s been estimated or ordered through a Nexpart supplier, the List Price shown is incorrect. It displays the actual marked up price charged to the customer, instead of the List Price suggested by the vendor.* Reports The Sales Summary in the Management Overview doesn t always calculate sales tax properly. 5