Smart Keywords on Parts Departments

Smart keywords allow you to do a quick search for parts and labor in Smart eCat with one click from parts already posted to a ticket. This can help you find parts and labor related to the work you are already doing on the vehicle much faster.

You add smart keywords to parts departments in the Configuration module. When you assign keywords to a parts department, those keywords display as links in the Keywords field when any part in that department is selected on a ticket.

Keyword links appear only when the part in the Jobs section on the Parts/Labor tab is:

• Selected in the Jobs section.
• Configured with smart keywords.

Otherwise the Keywords field is blank.

For more information about searching by keyword from an open ticket, click the following link: Searching by Smart Keyword.

Prerequisite: Epicor and Smart eCat

Epicor and Smart eCat must be installed and configured because smart keywords search for Epicor parts and labor in Smart eCat.

Configuring Smart Keywords in Parts Departments

Smart Keywords are added to parts departments in the Configuration module.

Choosing Keywords

Before assigning keywords to parts departments, do some research to determine the best keywords that describe the parts in the parts department. For instance, consider the following:

What parts are in your parts department?

• You want to make sure that the keywords you choose are relevant to the parts in the parts department. For example, you most likely would not need to search for wiper blades from a transmission repair.
• You can run the Inventory List report by Department to see a list of the parts in each parts department.

How are parts and labor items worded in Smart eCat?

• Keywords must match the Epicor descriptions. If there is no match, no results return.
• The Smart Keywords tool shows you what the search results for each keyword will be in Smart eCat.

To Assign Keywords to Parts Departments

Complete these steps:

1. Open R.O. Writer Configuration .
2. Click Configuration menu > Parts > Parts Departments.
3. Select the parts department.

4. In the Smart Keywords section, click the Edit button.

   

5. The Smart Keywords tool opens.
6. Type the keyword or keyword phrase in the Search field and click the button. The search results appear.
   • There is a pane for Smart eCat Parts and a pane for Smart eCat Labor.
   • The results in each pane are the same as they would be from a keyword search in Smart eCat - without a vehicle selected.

   

7. Review the search results in each pane.

8. If you want to add this keyword to the parts department based on the results you reviewed, click the button. The keyword

   • Disappears from the Search field.
   • Appears in the Keywords List box at the bottom of the window.

   

   The search is not case-sensitive, but the keywords in the list are case-sensitive. For example, if you type “oil” in the Search field, “oil” appears in the
   

   • Keywords List box
   • Keywords box on the Parts Departments window and the Parts/Labor tab.

   Think about how you want keywords to appear on other windows when typing them in the Search field.

9. You can repeat Steps 5—8 until you have all the keywords you want.

10. When you have all the keywords you want in the box at the bottom of the window, click Save.
    The Smart Keywords tool closes and the saved keywords appear in the Keywords box on the Parts Department window.

    

    Each keyword or keyword phrase is separated by a semi-colon.

11. Click
    • Clear to select another parts department.
    • Close to close the Parts Department window.

Smart Keywords Window

The Smart Keywords window is designed to provide you with a preview of the Epicor search results that will appear when you perform the keywords search in Smart eCat.

The following table describes the features and functions available on the Smart Keywords window.

The following table describes the Keyword Search window.

Item	Description
Search field	Type in the keyword you want to search. If your search results are too broad or too many, you can adjust the keyword and search again. Think about how you want keywords to appear on other windows when typing them in the Search field. For example, if you type “oil” in the Search field, “oil” appears in the Keywords List box on the Smart Keywords window. Keywords box on the Parts Department window. Keywords field on the Parts/Labor tab.
	Click the magnifying glass button to search.
	Click the plus button to add the keyword or keyword phrase in the Search field. The keyword or keyword phrase is added to the Keywords List exactly as it is typed into the Search field. Think about how you want keywords to appear on other windows before you click the Add button.
Smart eCat Parts	This pane shows the part categories that match the keyword search. When you double-click on one of these items, it drills down to the next level of that category. There is no back button, so just click the search button again to go back up to the top level.
Smart eCat Labor	This pane shows the labor categories that match the keyword search. When you double-click on one of these items, it drills down to the next level of that category. There is no back button, so just click the search button again to go back up to the top level.
Keywords List	The keywords list shows the keywords that have been added. Click the red X to delete the keyword.
Character counter	You are limited to 100 characters per parts department. This counter shows you how close you are to that total as you add and delete keywords.
Save button	Click to save the keywords in the Keywords List to the parts department.
Cancel button	Click to close the Keywords Manager window without saving changes.