Using the BMW EPC with Platinum

From Catalyst
Revision as of 11:20, 28 September 2009 by Tim Laundon (talk | contribs) (New page: {{Incomplete}} ==Method== * From within the ETK Sorftware, locate the relevant parts diagram for the bike you're after. * Now, by clicking the "i" icon to the left of part numbers, this br...)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Method

  • From within the ETK Sorftware, locate the relevant parts diagram for the bike you're after.
  • Now, by clicking the "i" icon to the left of part numbers, this brings up a window that contains price and quantity information from Platinum.
  • Clicking [Data alignment] on a parts list will fetch price and quantity information from Platinum for all the parts in the list.
  • Note however that this first prompts you for a customer or order number to send to Platinum. Platinum does not use this information, but unfortunately the BMW EPC will not let you continue unless you type something.
  • Now go to "Parts List" -> "Send parts list to DMS as garage order". This will export the parts list to a file that can be imported into Platinum in "Stock Invoicing", "Order Processing", etc. using the usual "Add pre-built list" function. Once again, you are asked for a "Job number" and "Editor", which Platinum does not use, but won't let you continue unless you type something.
  • Using the [Send to DMS] options on an 'Urgent Order' or 'Stock Order' will also export the parts list in the same way as above.