Difference between revisions of "Using the Honda EPC with Platinum"

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== More Information ==
 
== More Information ==
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=== Configuration ===
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{{EPC-configuration|Honda|C:\Honda|DMSPARTS.txt}}
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=== Honda EPC Operation ===
 
Once you have chosen your part or parts from the Honda EPC, there are various areas within Platinum that you can import directly into:
 
Once you have chosen your part or parts from the Honda EPC, there are various areas within Platinum that you can import directly into:
 
*{{ST}}
 
*{{ST}}
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* On either the Shopping List or Quotation page, click the {{Button|Export DMS}} button.
 
* On either the Shopping List or Quotation page, click the {{Button|Export DMS}} button.
 
* This should then prompt you to save the parts list in the Platinum link folder.
 
* This should then prompt you to save the parts list in the Platinum link folder.
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** The path for saving this file is usually {{DataValue|C:\EPC\Honda}}.
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** Save the file to {{FilePath|C:\Honda}} and give it a filename of {{FilePath|DMSPARTS.TXT}}.
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** For details on configuring this path, click [[Third Party Software Parameters|HERE]].
 
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=== To Get the List into Platinum ===
 
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*Log into Platinum
 
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Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.
 
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*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
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or;
 
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Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a Purchase Order|create a new order]].
 
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*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
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or;
 
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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]]:
 
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*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
  
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or;
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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.
  
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Go to {{Menu|{{VS}}|Vehicle Sales Documents}} and edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
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=== Platinum Operation ===
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*Press {{KeyPress|A-F6}} to populate the pre-built list.
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{{EPC-build-list}}
  
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== See Also ==
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== See also ==
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* [[Stock Control Parameters Explained]]
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* [[How do I Load an Externally Created List to Invoice?]]
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* [[Third Party Software Parameters]]
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* [https://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links]
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* [http://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinmum EPC Links]
 
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* [[Using the Yamaha EPC with Platinum]]
 
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* [[Using the BMW EPC with Platinum]]
 
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* [[Using the Suzuki EPC with Platinum]]
 
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* [[Using the Triumph EPC with Platinum]]
 
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* [[Using the Harley-Davidson EPC with Platinum]]
 
  
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{{KB_Tags|Honda, EPC, Electronic, Transfer, order, parts, fiche}}
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{{KB_Tags|honda, epc, electronic, transfer, order, parts, fiche}}
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{{KB_ST}}{{KB_OP}}{{KB_WS}}{{Guide}}{{ZN_PartsCounter}}
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{{Guide}}{{KB_OP}}{{KB_ST}}{{KB_WS}}{{ZN_PartsCounter}}

Latest revision as of 14:58, 3 March 2020

Summary

This article explains how to transfer parts from the Honda EPC into Platinum.

More Information

Configuration

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"

  • Enter 'Honda' in "Search on:"
  • There are two settings to configure to specify the location of the EPC's output file.
    • The "Import path" is the folder that Platinum will look in for the EPC's output file, 'C:\Honda'.
    • The "Import file" is the name of the file Platinum will look for inside the "Import path" set above, 'DMSPARTS.txt'.
The EPC's output file will need to be in the same place on each machine that is using the link e.g. 'C:\Honda\DMSPARTS.txt'

Honda EPC Operation

Once you have chosen your part or parts from the Honda 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.

Once you have logged into the Honda WebEPC Portal:

Go to " Aftersales WebEPC MC" which will open a new window.

  • Search for the relevant part numbers and add them to the Shopping List or a Quotation.
  • Continue adding any relevant parts until you have your required items.
  • On either the Shopping List or Quotation page, click the [Export DMS] button.
  • This should then prompt you to save the parts list in the Platinum link folder.
    • Save the file to 'C:\Honda' and give it a filename of 'DMSPARTS.TXT'.

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

Platinum Operation

Having selected your parts and saved them into a file in the configured location, you can now import these parts into Platinum.

The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places.

This example uses Workshop to explain how it is done.

  • Go to " Workshop Workshop Diary".
  • Search for a relevant workshop job.
  • Select the [Invoice Items] tab.
  • Click [Add].
At this point, the system is waiting for you to enter a "Stock Code", so it is from this point onwards that the import is the same wherever you are in Platinum.
  • Press <Alt+F6> - Add Pre-Built List. The items saved in the file will be loaded.
  • If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual.
  • Check that the items loaded are correct.

Once you have successfully imported the file, it will be deleted to avoid you importing the items twice!

See also


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Keywords AND Misspellings
honda, epc, electronic, transfer, order, parts, fiche
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