Difference between revisions of "Using the Harley-Davidson EPC with 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 :
 
* 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.
* Manufacturer Suggested Retail Price.
+
; 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.
+
: 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.
+
; 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).
+
: 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
** Platinum sends the Stock Location at the default or specified Depot.
+
: Platinum sends the Stock Location at the default or specified Depot.
* On Hand
+
; On Hand
** Platinum sends the Stock Quantity at the default or specified Depot.
+
: 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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* Click the {{Button|Submit}} button below a Pick List to export the list of parts to a file ready to be picked up by Platinum.
 
* Click the {{Button|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 ===
+
See the [[How do I Load an Externally Created List to Invoice?|loading your parts list]] article to load your parts list into your invoice.
Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
 
 
or;
 
 
 
Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a Purchase Order|create a new order]].
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
 
 
or;
 
 
 
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.
 
 
 
or;
 
 
 
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.
 
  
 
== See also ==
 
== See also ==
 
* [[Stock Control Parameters Explained]]
 
* [[Stock Control Parameters Explained]]
 
* [[Third Party Software Parameters]]
 
* [[Third Party Software Parameters]]
 +
* [[How do I Load an Externally Created List to Invoice?]]
 
* [https://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links]
 
* [https://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links]
  
 
{{KB_Tags|Harley-Davidson, Harley, Davidson, EPC, Electronic, Transfer, order, parts, fiche}}
 
{{KB_Tags|Harley-Davidson, Harley, Davidson, EPC, Electronic, Transfer, order, parts, fiche}}
 
{{KB_ST}}{{KB_OP}}{{KB_WS}}{{Guide}} {{ZN_PartsCounter}}
 
{{KB_ST}}{{KB_OP}}{{KB_WS}}{{Guide}} {{ZN_PartsCounter}}

Revision as of 11:48, 4 August 2015

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.

See the loading your parts list article to load your parts list into your invoice.

See also


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