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

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*Select the relevant section of the bike to list the parts available.
 
*Select the relevant section of the bike to list the parts available.
−
*Highlight the relevant part and right-click and select "Add to PickList".
+
*Highlight the relevant part and right-click and select {{Menu|Add to PickList.}}
 
*This adds the part to the picklist ready for exporting to Platinum.
 
*This adds the part to the picklist ready for exporting to Platinum.
 
*Continue adding any relevant parts until you have your required order.
 
*Continue adding any relevant parts until you have your required order.
−
*Now click "Save" and save the file to your computer, usually in the following location:
+
*Now click {{Button|Save}} and save the file to your computer, usually in the following location:
  
 
  {{FilePath|C:\YEPC\Export}}
 
  {{FilePath|C:\YEPC\Export}}
  
 
=== To get the list into Platinum ===
 
=== To get the list into Platinum ===
−
*Log into Platinum
+
Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.  
−
 
 
−
Go to {{Menu|Stock Control|[[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.
  
 
or;
 
or;
  
−
Go to {{Menu|Order Processing|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a Purchase Order|create a new order]].
+
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.
 
*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
 
or;
 
or;
  
−
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]]:
+
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;
  
−
Go to {{Menu|Vehicle Sales|Vehicle Sales Documents}} and edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
+
Go to {{Menu|{{VS}}|Vehicle Sales Documents}} and 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.
  
 
== See Also ==
 
== See Also ==
−
* [[Getting Started - Stock Control]]
 
 
* [[Stock Control Parameters Explained]]
 
* [[Stock Control Parameters Explained]]
 
* [[Third Party Software Parameters]]
 
* [[Third Party Software Parameters]]
 +
* [http://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links]
 
* [[Using the BMW EPC with Platinum]]
 
* [[Using the BMW EPC with Platinum]]
 
* [[Using the Suzuki EPC with Platinum]]
 
* [[Using the Suzuki EPC with Platinum]]

Revision as of 10:35, 7 October 2013

Summary

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

More Information

Once you are in the Yamaha 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 YPEC Portal:

  • Click <Parts Catalogue> in the left hand pane.
  • Search for the relevant model.
  • In the table that opens up, click on the required <Model Name>.

A new window now opens up showing an exploded view of all the parts.

  • Select the relevant section of the bike to list the parts available.
  • Highlight the relevant part and right-click and select " Add to PickList."
  • This adds the part to the picklist ready for exporting to Platinum.
  • Continue adding any relevant parts until you have your required order.
  • Now click [Save] and save the file to your computer, usually in the following location:
'C:\YEPC\Export'

To get the list 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" and 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
Yamaha, EPC, Electronic, Transfer, order
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