Difference between revisions of "Using the Harley-Davidson EPC with Platinum"

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(Created page with "{{Review}} == Summary == This article explains how to transfer parts from the Harley-Davidson EPC into Platinum. == More Information == Once you are in the Harley-Davidson EPC, ...")
 
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== More Information ==
 
== More Information ==
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Once you are in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into:
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Once you have selected an item or items in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into:
 
*{{ST}}
 
*{{ST}}
 
*{{OP}}
 
*{{OP}}
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*{{WS}}
 
*{{WS}}
  
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If this facility is not already set up for you, {{SalesContact}}
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If this facility is not already set up for you, {{SalesContact}}.
  
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* When a part is selected in the "Parts" tab, the following details about the part are shown using information from Platinum :
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* When a part is selected in the {{Tab|Parts}} tab, the following details about the part are shown using information from Platinum :
 
* Cost Price.  
 
* Cost Price.  
 
** The EPC has its own list of cost and retail prices, so if the part is not known to Platinum then the EPC will show its price instead.
 
** The EPC has its own list of cost and retail prices, so if the part is not known to Platinum then the EPC will show its price instead.
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** Platinum sends the retail price including VAT for this price. If the part is not known to Platinum then the EPC shows the same price as MSRP (i.e. excluding VAT).
 
** Platinum sends the retail price including VAT for this price. If the part is not known to Platinum then the EPC shows the same price as MSRP (i.e. excluding VAT).
 
* Bin
 
* Bin
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** Platinum sends the Stock Location at the default or specified Depot
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** Platinum sends the Stock Location at the default or specified Depot.
 
* On Hand
 
* On Hand
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** Platinum sends the Stock Quantity at the default or specified Depot
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** Platinum sends the Stock Quantity at the default or specified Depot.
  
 
* When viewing parts diagrams you can right-click a part in the right-hand list and choose {{Button|Show Part Info}} to pop up a window with the same details as described above.
 
* When viewing parts diagrams you can right-click a part in the right-hand list and choose {{Button|Show Part Info}} to pop up a window with the same details as described above.
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*Log into Platinum
 
*Log into Platinum
  
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Go to {{Menu|Stock Control|[[Selling Stock at Point of Sale|Point of Sale]]}}.  
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Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.  
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
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or;
 
or;
  
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Go to {{Menu|Workshop Management|Workshop Diary}} and get into the relevant Workshop Job.  Once you are in the [[How do I Invoice a Workshop Job|Invoice]]:
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Go to {{Menu|{{WS}}|Workshop Diary}} and get into the relevant Workshop Job.  Once you are in the [[How do I Invoice a Workshop Job|Invoice]]:
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
 
or;
 
or;
  
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Go to {{Menu|Vehicle Sales|Vehicle Sales Documents}} and edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
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Go to {{Menu|{{VS}}|Vehicle Sales Documents}}, edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
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* [[Using the Honda EPC with Platinum]]
 
* [[Using the Honda EPC with Platinum]]
  
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{{KB_Tags|Harley-Davidson, Harley, Davidson, EPC, Electronic, Transfer, order}}
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{{KB_Tags|Harley-Davidson, Harley, Davidson, EPC, Electronic, Transfer, order, parts}}
 
{{KB_ST}}{{KB_OP}}{{KB_WS}}{{Guide}} {{ZN_PartsCounter}}
 
{{KB_ST}}{{KB_OP}}{{KB_WS}}{{Guide}} {{ZN_PartsCounter}}

Revision as of 08:19, 2 October 2012

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

This article explains how to transfer parts from the Harley-Davidson EPC into Platinum.

More Information

Once you have selected an item or items in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into:

If this facility is not already set up for you, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.

  • When a part is selected in the [Parts] tab, the following details about the part are shown using information from Platinum :
  • Cost Price.
    • The EPC has its own list of cost and retail prices, so if the part is not known to Platinum then the EPC will show its price instead.
  • Manufacturer Suggested Retail Price.
    • Platinum sends the retail price excluding VAT for this price. Again, if the part is not known to Platinum then the EPC will show its price instead.
  • Customer Price.
    • Platinum sends the retail price including VAT for this price. If the part is not known to Platinum then the EPC shows the same price as MSRP (i.e. excluding VAT).
  • Bin
    • Platinum sends the Stock Location at the default or specified Depot.
  • On Hand
    • Platinum sends the Stock Quantity at the default or specified Depot.
  • When viewing parts diagrams you can right-click a part in the right-hand list and choose [Show Part Info] to pop up a window with the same details as described above.
  • Right-click in the diagram itself and choose [Colourise]. Now, in diagrams opened after this one, the numeric labels pointing to parts in the diagram will have green or red boxes around them indicating whether that part is in stock, or not, respectively.
  • Right-click a part in a Pick List and choose [View Part] to pop up a window as above.
  • Click the [Submit] button below a Pick List to export the list of parts to a file ready to be picked up by Platinum.

To get the list into Platinum

  • Log into Platinum

Go to " Stock Control Point of Sale".

  • Press <Alt+F6> to populate the pre-built list.

or;

Go to " Order Processing Purchase Ordering Add or Edit Purchase Orders" and create a new order.

  • Press <Alt+F6> to populate the pre-built list.

or;

Go to " Workshop Workshop Diary" and get into the relevant Workshop Job. Once you are in the Invoice:

  • Press <Alt+F6> to populate the pre-built list.

or;

Go to " Unit Sales Vehicle Sales Documents", edit the relevant document and go to [Extras].

  • Press <Alt+F6> to populate the pre-built list.

See Also


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Keywords AND Misspellings
Harley-Davidson, Harley, Davidson, EPC, Electronic, Transfer, order, parts
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