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

From Catalyst
Jump to: navigation, search
 
(16 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
{{Review}}
 
−
 
 
== Summary ==
 
== Summary ==
−
The following article shows you how to transfer parts from Triumph Online into Platinum.
+
The following article explains how to transfer parts from Triumph Online into Platinum.
  
 
== More Information ==
 
== More Information ==
−
* Open up your internet browser and go to [http://www.triumphonline.net/ Triumph Online]
+
 
 +
=== Configuration ===
 +
{{EPC-configuration|Triumph|C:\Triumph|ORDER.TXT}}
 +
 
 +
=== Triumph EPC Operation ===
 +
* Open up your internet browser and go to [http://www.triumphonline.net/ Triumph Online].
  
 
* Once you have logged in, click the {{KeyPress|EPC}} link at the top of the page.
 
* Once you have logged in, click the {{KeyPress|EPC}} link at the top of the page.
  
−
* Select the bike model you wish to find parts for.
+
* Select the bike model for which you wish to find parts.
  
 
* Locate the parts that you need, right-click with the mouse and in the {{DataPrompt|Req}} field, indicate the quantity of parts you require.
 
* Locate the parts that you need, right-click with the mouse and in the {{DataPrompt|Req}} field, indicate the quantity of parts you require.
  
−
* When done, click {{KeyPress|Add to Basket}}
+
* Click {{KeyPress|Add to Basket}}.
  
 
* Continue this process until you have all the items you need in the basket.
 
* Continue this process until you have all the items you need in the basket.
  
−
* Now click {{KeyPress|Current Basket}}
+
* Now click {{KeyPress|Current Basket}}.
−
 
 
−
* Before going any further, you need to give the basket a reference of your choice (this is not used within Platinum)
 
−
 
 
−
* Now cleck {{KeyPress|Export Basket}}
 
  
−
* Save the file to {{FilePath|C:\EPC}} and give it a filename of {{FilePath|ORDER.TXT}}
+
* Before going any further, you need to give the basket a reference of your choice (this is not used within Platinum).
  
−
*You can now close the basket as we are done with Triumph Online.
+
* Now click {{KeyPress|Export Basket}}.
  
−
* Now switch to Platinum.
+
* Save the file to {{FilePath|C:\Triumph}} and give it a filename of {{FilePath|ORDER.TXT}}.
  
−
Anywhere in Platinum where you can add parts to can now gain access automatically the file you previously saved in the above steps.
+
* You can now close the basket as we are done with Triumph Online.
  
−
Pulling items onto a workshop jobcard will be used in the following example, however the function key to do this will work anywhere you can add parts.
+
=== Platinum Operation ===
 +
{{EPC-build-list}}
  
−
* Go to {{Menu|{{WS}}|"Workshop Diary"}}.
+
== See also ==
−
* [[How do I Search for a Workshop Job?|Search]] for a relevant workshop job.
+
* [https://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links]
−
* Select the invoice items tab.
 
−
* Press {{KeyPress|Alt+F6}}.  This adds to the invoice all of the parts created in your basket from Triumph Online.
 
−
* Proceed as normal.
 
  
−
{{KB_Tags|Triumph, EPC, Order}}{{KB_ST}}{{ZN_PartsCounter}}
+
{{KB_Tags|triumph, epc, electronic, transfer, order}}
 +
{{KB_OP}}{{KB_ST}}{{KB_WS}}{{ZN_PartsCounter}}

Latest revision as of 14:37, 3 March 2020

Summary

The following article explains how to transfer parts from Triumph Online into Platinum.

More Information

Configuration

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

  • Enter 'Triumph' 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:\Triumph'.
    • The "Import file" is the name of the file Platinum will look for inside the "Import path" set above, 'ORDER.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:\Triumph\ORDER.TXT'

Triumph EPC Operation

  • Once you have logged in, click the <EPC> link at the top of the page.
  • Select the bike model for which you wish to find parts.
  • Locate the parts that you need, right-click with the mouse and in the "Req" field, indicate the quantity of parts you require.
  • Click <Add to Basket>.
  • Continue this process until you have all the items you need in the basket.
  • Now click <Current Basket>.
  • Before going any further, you need to give the basket a reference of your choice (this is not used within Platinum).
  • Now click <Export Basket>.
  • Save the file to 'C:\Triumph' and give it a filename of 'ORDER.TXT'.
  • You can now close the basket as we are done with Triumph Online.

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
triumph, epc, electronic, transfer, order
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Using_the_Triumph_EPC_with_Platinum&oldid=41247"