Professional InstallerePart User’s Guide

How To Access ePartconnection.com To access the ePartConnection website, enter the following URL within the internet browser: http://

www.epartconnection.com/. The following login screen will now be displayed as shown:

How To Access ePartconnection.com• With the cursor positioned under the Store Id:

prompt, enter the Store ID provided by your supplier and then press the <Tab> key.

• With the cursor positioned under the Customer Number: prompt, enter the Customer Number provided by your supplier and then press the <Tab> key.

• With the cursor positioned under the Password: prompt, enter the password provided by your supplier and then press the <Tab> key.

• Position the mouse pointer on the Login button and click to login to the suppliers’ ePartConnection website.

The Select Year/Recent Vehicles screen will now be displayed as shown

Hot Links

• “Hot Links” allow you to go directly to websites or non-catalog categories directly from the opening screen after login

Lookup VIN or Lookup License Plate

• Users have the ability to use a VIN number or the Vehicle License Plate to identify the year, make and model

Selecting A Recent Vehicle Users have the ability to select a recently selected vehicle as follows:

• From the Select Year/Recent Vehicles screen, select any of the listed vehicles under the Recent Vehicles heading.

The Select Year/Recent Vehicles screen will now be displayed as shown

Select a Vehicle by Year, Make and Model

•From the “Select Year/Recent Vehicles” screen, select the year.

The Select Year/Recent Vehicles screen will now be displayed as shown Selecting The Vehicle’s Year

• From the “Select Make” screen, select the make.

Selecting The Vehicle’s Make

• From the “Select Model” screen, select the model.

Selecting The Vehicle’s Model

• From the “Select Engine” screen, select the engine size.

Selecting The Vehicle’s Engine

• From the “Select Parts Category” screen, select the parts category to lookup.

Selecting The Part Category

• From the “Select Parts Category” screen, click in the Search Part Description field.

• Enter in a part description to search for (i.e. Oxygen Sensor) and click the search button.

• The screen will display a list of available parts categories for the part description entered as shown

Selecting The Part Category (Search by Part Description)

• From the “Select Parts Group” screen, click to select the parts group to lookup parts.

Selecting The Part Group

• Some lookups will prompt for special conditions that apply to the vehicle being looked up, such as Eng. Code, Air Conditioned?, w/Power Steering?, 4 Wheel Drive? or w/Auto Trans? Displayed above are some special conditions for the Belts part group. Choose option and click “Submit”

Selecting The Part Group (Special Conditions)

• The screen will display a list of parts that can be ordered. A thumbnail photo of the part also displays.

Parts Information Screen

• Clicking on the thumbnail photo will bring up a detailed image with specs and OE cross references

Parts Information Screen

• With the screen displaying a list of parts that can be ordered, click on the check box under “Select” to order. Perform this for all the parts that need to be ordered and then click on the “Add to Order” button.

Parts Information Screen

Recording Lost Sales

• You can record a lost sale by selecting a part, then clicking a reason for the lost sale, then clicking “Record Lost Sales”.

• By clicking the “Hide Cost button, you may remove your price from the part display screen if a customer is viewing the screen, and you don’t want them to see your price

Hide Cost

• By clicking the “Show Secondary Lines” button, you may view parts your supplier can special order for you.

Viewing Secondary (Non-Stocked) Lines

• You will now see special order parts.

Viewing Secondary (Non-Stocked) Lines

• By clicking on the “Non Catalog Parts & Accessories” tab on the tool bar, you can view parts your supplier sells that aren’t year, make and model specific.

Non Catalog Parts & Accessories

• With the screen displaying the list of parts selected for ordering, if you would like to add information such as License #, Work Order #, Mechanic and Customer, position the mouse pointer on the “Pending Orders” button and click.

Review and Place Order Screen

• With the screen displaying the list of pending orders, select “Review” next to the order and click. (or, click “Select Current Order” above the list)

Review Order Screen

• This is where you add information such as License #, Work Order #, Mechanic and Customer, then click “Place Order”

Review Order Screen

• Fill in Purchase Order number, select Delivery Options and Fill Policy Request, Comments if needed, then click “Place Order”.

Place Order Screen

• For quicker order processing, simply click “Place Order” from this screen. It will take you to the final screen before the order actually goes through. (see previous slide)

Direct to Place Order Screen

• If the order was successfully transmitted to your supplier, the following “green” screen will be displayed as shown

Order Successfully Placed

• After selecting a vehicle you may view vehicle specifications

Vehicle Specifications

• After selecting a vehicle, then clicking “Service Intervals”, by selecting a vehicle’s mileage, you can view recommended service

Service Intervals

• At any time a stock check can be performed for a specific part number.

• To perform a stock check, click the “Stock Check” heading on the tool bar. You will be directed to the screen above.

Performing a Stock Check

• In the “Enter the Part Number only” box, enter the part number to check stock on and then click the Check Stock button.

• The user has the option to enter the part number only or the manufacturer and part number separated by a slash character (i.e. PH8A or FRA/PH8A).

Performing a Stock Check

• The screen will now display any matching part numbers found, as shown above

Performing a Stock Check

Performing a Stock Check

• If the entered part number was found, the screen will display all parts with that number.

• To add the part number to the current order, click on the “Add to Order” button.

• To perform an interchange, click the “Stock Check” heading on the tool bar.

• Enter the part number to perform an interchange for and then click on the “ePart Interchange” button.

• The user has the option to enter the part number only or the manufacturer and part number separated by a slash character (i.e. PH8A or FRA/PH8A).

Looking Up An Interchange

Looking Up An Interchange

• The screen will now display a list of manufacturers from which to select for the entered part number.

• Select any of the listed manufacturers to interchange from.

Looking Up An Interchange

• If there were interchanges found for the entered part number, the screen will display them.

Looking Up An Interchange

• To add the part number to the current order, click on the Add to Order button next to it.

Stock Order

• Clicking on the “Stock Order” tab in the tool bar allows you to create an order when you know the part numbers you want, and have a list to order.

E-Tools and Equipment

• Clicking on the E-Tools & Equipment tab on the header bar takes you to the tool lookup section for ordering hand and power tools from ISN Tools

Favorites

• Clicking on the “Favorites” tab on the toolbar will display a list of “Parts Lists” unique to the customer logged in

Favorites

• Clicking on “My Inventory” for example, displays a custom list of parts or categories of parts that may be stocked by the Installer from his supplier.

Favorites

• Clicking on a category, Wix for example, will display a list of stocked parts to create a quick stock order for shelf replenishment

Favorites

• Clicking on the “Edit” button allows the user to create his own lists of parts

Favorites

• Above is the setup screen for creating unique parts lists

Favorites

• The first step is to create a category name. Enter the name, then click “Add Group”

Favorites

• Once the category is created, click “Edit Category”

Favorites

• An example of creating “sub-groups” in a category is shown above. This is used when you create a category that may contain various trucks, as in the example above. Once the “sub-group” is added, you may edit that and add parts.

Favorites

• Add Parts to the new category, one at a time, or by importing from a .csv file. The “Default Quantity to Order” column is used for a stocking inventory to show how many are stocked

Favorites

• It’s suggested you set “Display Mode” to ‘Camera Icon Mode’ when you won’t need to display images, such as for inventory lists. Remember to “Save Changes……” each time you make a change.

Favorites

• As you add parts, you will see the listings.

Favorites

• Now, clicking on “Favorites” in ePart will display the groups you have created. Clicking on “Rogers Electric” for example, will take you into that group

Favorites

• Now, clicking on “Truck #123” as in the example above, will display the parts list created for that vehicle.

Favorites

• You may now create an order of parts for that particular vehicle, using the list you had saved.

Returns

• Clicking on the “Returns” tab on the toolbar will allow you to submit a request to your supplier to return parts.

Pending Orders

• Clicking on the “Pending Orders” tab on the toolbar will allow you to view parts that were selected, but never finalized as an order.

Purchase History

• Clicking on the “Purchase History” tab on the toolbar will allow you to view orders that have been finalized.

Send Email to Supplier

• Clicking on the “Send Email & Help” tab on the toolbar will allow you to contact your supplier and see changes to ePart and help videos.

eDelivery Tracking

• Clicking on the “eDelivery Tracking” tab on the toolbar will allow you to view in process and past deliveries, if your supplier has eDelivery enabled.

Search Mfg By Line

• Clicking on the “Search Mfg By Line” tab on the toolbar will allow you to search manufacturers by part type.

Manufacturer’s Content Catalog

• Clicking on the “Manufacturer’s Content Catalog” tab on the toolbar will direct you to Opticat, a catalog of different categories created by manufacturers. You will be able to see part numbers, however, it will not show quantities or pricing from the supplier’s system.

Promotions

• Your supplier can set promotions with goals that you can monitor. When you reach the goal, you will receive an email.

Promotions

• Hovering the mouse over the thermometer displays the terms of the promotion, including your progress.

ePartConnection On-line Ordering

Benefits ➢24/7, NO phone calls required, NEVER be put on hold

➢Less Mistakes/Less Returns (by OVER 50%) when you order your own parts

➢Do quotes for customers much more quickly and accurately

Thank you