Using Smart eCat Configuration

When you click the Configure toolbar button The Smart eCat Configure toolbar button., the Catalog tab shows the Configuration tabs for Smart eCat:

Smart Buy Tab

Smart Buy is a coverage that includes

The Smart Buy coverage allows Smart eCat to search multiple suppliers at once - including your local inventory. Otherwise, you would have to search your local inventory and each supplier separately, which is time-consuming and inefficient.

The Smart Buy tab showing coverages in and excluded from the smart buy list.

Use the left The black left arrow button. and right The black right arrow button. arrows to include and exclude coverages for the Smart Buy list.

Includes in Smart Buy Section

The Includes in Smart Buy section displays the coverages in the Smart Buy list.

Available Coverages Section

The Available Coverage section displays all the coverages you have configured.

Coverages Tab

A coverage is a grouping of part lines from the suppliers and the manufacturers they work with.

On the Coverage tab, you

The Coverage tab pointing to the Coverage list and the Add/Edit buttons.

NOTE: When adding and editing coverages, please refer to the Help button on each window in the wizard. It opens information from Epicor that describes each screen in detail.

To Import a Coverage from a Supplier

In this scenario, either the supplier has sent you or you have obtained the supplier's MCL file and stored that MCL file on a hard drive the current computer can access.

Complete these steps:

  1. On the Coverages tab, click the Add/Edit Coverages button to open the Supplier Maintenance Wizard.
  2. On the Select Coverages screen, select the Import a Coverage List/Export Files option.
  3. Click the Select button.

The Import file option and Select button circled.

  1. On the Import/Export Coverages popup window, navigate to the MCL file and select it.

the Import/Export Coverages popup window with an MCL file selected.

  1. Click OK to import the file.

To Create a Coverage for a Supplier

You need to configure a coverage for a supplier when you do not have the supplier's MCL file.

Complete these steps:

  1. On the Coverages tab, click the Add/Edit Coverages button to open the Supplier Maintenance Wizard.
  2. On the Select Coverages screen, select the Add/Modify Coverage List Manually option and click Next.
  3. On the Select Supplier, select the Existing Supplier option and the supplier in the list.

The Select Supplier window with the supplier selected.

  1. Click Next and the coverage wizard takes you through the steps of creating a coverage.
  2. You need to choose the features and, most importantly, the part lines for each supplier.
  3. On the Finish screen, click Perform Changes and the supplier is configured.

To Edit a Supplier Coverage

You can edit only one supplier at a time.

Complete these steps:

  1. On the Coverages tab, click the Add/Edit Coverages button to open the Supplier Maintenance Wizard.
  2. On the Select Coverages screen, select the Add/Modify Coverage List Manually option and click Next.
  3. On the Select Supplier, select the Existing Supplier option and the supplier in the list.

The Select Supplier window with a supplier selected.

  1. The wizard moves you through the windows.
  2. Make changes where you need to.
  3. Click Finish on any window or after you complete each window, the Finish Supplier window opens listing your edits in the top half of the window.

the Finish Supplier window showing the edits in the top half of the window.

  1. Click Perform Changes and the supplier is edited.
  2. When the process is complete, the bottom section says, "Supplier successfully modified!"

the Finish Supplier window showing the supplier successfully modified in the bottom half of the window.

To Delete a Coverage

Complete these steps:

  1. On the Coverages tab, click the Add/Edit Coverages button to open the Supplier Maintenance Wizard.
  2. On the Select Coverages screen, select the Add/Modify Coverage List Manually option and click Next.
  3. On the Select Supplier, select the Existing Supplier option and the supplier in the list.

The Select Supplier window with a supplier selected.

  1. Check DELETE This Supplier.
  2. Click Next. The Finish Supplier window opens displaying that the supplier is to be deleted in the top section of the screen.

The Finish Supplier window displaying delete supplier in the top half of the window.

  1. Click the Perform Changes button and R.O. Writer deletes the supplier. The bottom section of the window says, "Supplier successfully deleted!"

The Finish Supplier window showing the supplier deleted successfully in the bottom half of the window.

To Assign Suppliers to Your Coverage Lists

You need to assign suppliers that are configured for electronic ordering to a coverage list in Smart eCat.

Complete these steps:

  1. Select the Coverage in the dropdown list.
  2. In the Suppliers with Online Ordering section, select the supplier.
  3. Click the left arrow to associate it with the selected Coverage.

The Coverage tab pointing to the Coverage dropdown list populated by epicor.

NOTE: Each supplier can be assigned to only one coverage. If you assign a supplier to a second coverage, the supplier is removed from the first coverage.

To Import Settings from LaserCat

Smart eCat does not use the coverages set up in LaserCat. You can import the LaserCat settings by clicking the Import Settings from LaserCat button on the Coverages tab.

You are notified that the coverages will be deleted and asked to confirm the deletion.

The notification of deletion and request for confirmation.

WARNING! Clicking Yes will delete all existing coverages already configured in PEDS. Only the Epicor coverages are affected. Coverage lists in Smart eCat but not in Epicor remain intact.

Changes made to coverages in Smart eCat cannot be exported back to Epicor.

If you plan to use the imported coverages from LaserCat, in Smart eCat, you need to reassign suppliers to the imported coverages.

Pricing Tab

On the Pricing tab, you

The Pricing tab.

Catalog Pricing

Catalog pricing is applied to the suggested List price in Epicor when there is no electronic connection available or a part comes back from a vendor unavailable.

To mark up the list price for a selected coverage, select the coverage in the Coverage Lists dropdown list. Then, then enter the percentage to add.

Click Save to choose this method for the selected coverage.

Click Set All Suppliers to This Pricing Method to save this percentage for all coverage lists.

Supplier Pricing with Online Ordering

Supplier pricing is applied after a vendor has been queried and returned a cost and suggested List price.

Select the supplier using the dropdown, Then, select the option that determines the retail price posted to the ticket.

Click Save to save the selected pricing option for the supplier selected in the dropdown list.

Click Set All Suppliers to This Pricing Method to save the selected pricing option for all suppliers with online ordering.

Other Price Options

Use List Price if Higher Than Calculated Price — Check to post the list price to the ticket if the list price is higher than the calculated price.

Modify Labor Estimate Time — Enter the percentage of time to add to labor times posted to the tickets. For example, "10" increases labor time by 10%.

Connections Tab

This screen includes options when using Smart eOrder.

The Connections tab.

Allow Electronic Ordering from an Estimate

If this option is selected, you can use Smart eOrder to order parts for an estimate. If not selected, you can only order parts for a repair order.

Order Parts if Unavailable

This option determines how Smart eCat handles parts that are unavailable after you click the Check Price and Availability button on the Parts tab.

When selected, unavailable parts are highlighted in bold. The parts are ordered when the truck button is clicked.

An active part on the parts tab that is not available at one of the locations.

When not selected, unavailable parts are grayed out. Parts are not ordered when the truck button is selected.

A part disabled on the parts tab because it is not available.

IAP

Configure the Using IAP/EZConnect in eOrder COM portal address from either Smart eCat or eOrder. Click the Default button to change the URL back to the default and click the Save button to save changes.

AConneX Settings Button

AConneX setup is part of Smart eCat configuration. It is also available from the eOrder module by selecting Options.

Options Tab

The settings on the Options tab determine the default behavior in Smart eCat. You must click the Save button at the top of the window to save these settings whenever you make changes. When you click Save, the changes apply immediately.

The top half of the Options tab is as follows:

The top half of the Options tab.

The sections in the top half of the Options tab are as follows:

The bottom half of the Options tab is as follows:

The bottom half of the Options tab.

The sections in the bottom half of the Options tab are as follows:

Limit Catalog Searches to Current Vehicle and Coverage

Select this checkbox to limit catalog searches to only parts and labor that match the selected vehicle and coverage list.

Default Coverage

The Default Coverage dropdown list allows you to select smart buy or a specific coverage as the default for catalog part searches. Use the dropdown list to select the default coverage.

The Default Coverage dropdown list expanded.

The following table describes the coverage settings. You can choose only one.

Setting

Description

Use the Last Selected Coverage When the Catalog Starts

The last coverage used is automatically selected the next time you access the catalog.

Use Default Coverage When the Catalog Starts

The default coverage is selected every time you access the catalog.

Use the Default Coverage for Every Query

The default coverage is used every time a query is made, even if a different coverage was selected originally.

Default Posting

These options determine which posting option is selected by default on the Posted Parts and Labor tab.

Check Do Not Update Prices if the prices have changed since the parts were posted to the repair order; existing prices are not updated.

Parts Coverage Groups

Add the Coverage Description to the Part Group — Display the description for each group as in the example below.

The description displaying for a part.

Display the Coverage Description When Hovering on Part Group — Does not display the description unless you hover your cursor over the group name as in the example below.

The description not displaying for a part but displaying in the hover text.

Standard Categories

This setting determines if the standard Categories column shows the Jobber categories or the Dealer categories. You must select either Jobber or Dealer; you cannot select both.

The Standard Categories options circled on the Options tab.

Checking Jobber shows the 12 jobber categories:

the 12 jobber categories in the categories column.

Checking Dealer shows the 42 dealer categories (selected by default):

the 42 dealer categories in the categories column.

Cover to Cover

Check Use Supplier Information in Favor of Cover to Cover to display the part information from the supplier (when available) instead of Cover to Cover information from Epicor.

the supplier information opened from a part line.

When this checkbox is not selected, the Cover to Cover information displays:

Cover to Cover information from Epicor opened from a part line.

Smart eCat Default Labor Options

Select the default labor option selected on the Posted Parts and Labor tab when posting labor to open tickets.

The labor option determines

The Smart eCat Default Labor Option selected determines which labor option is selected by default for regular labor.

You can select from the following options:

Smart eJobs Default Labor Options

Select the default labor option selected on the Posted Parts and Labor tab when posting labor to open tickets.

The labor option determines

The Smart eJob Default Labor Option selected determines which labor option is selected by default for Smart eJobs.

You can select from the following options:

Service Intervals Labor Options

Select the default labor option selected on the Posted Parts and Labor tab when posting labor to open tickets.

The labor option determines

The Service Intervals section on the Options tab circled.

You can select from the following options:

For more details and examples, click the following link: Step 4 - Select the Labor Options.

Post All Service Interval Details

The Post All Service Intervals Details box determines if the content in the Description columns on the Service Details Window post to the open ticket along with the contents of Replace and Inspect columns.

Details displayed for services and inspection labor on the service intervals details window.

The Description columns for services and inspections contain details of the labor and can be quite long as a result. For this reason, the Post All Service Intervals Details box is unchecked by default.

NOTE: The content of the Replace and Inspect column post to the Description box only if you append or replace the predefined labor description when posting the service.

Smart Oil Default Labor Options

Select the default labor option selected on the Posted Parts and Labor tab when posting labor to open tickets.

The labor option determines

The Smart Oil Default Labor options.

R.O. Writer Recommends selecting Post Smart Oil Specifications and Use Predefined Description.

Post Smart Oil Specifications

The Post Smart Oil Specifications setting determines if the Epicor specifications are posted to the labor Description box when the Smart Oil job posts to the ticket. This setting is checked by default.

When the Epicor specifications appear in the labor Description box, they also print on the customer invoice.

The first half of the Epicor specifications in the Description section of the posted labor. The second half of the Epicor specifications in the Description section of the posted labor.

When checked, the Post Smart Oil Specifications setting overrides the selected Labor Option. For example, if you select Use Predefined Description (which normally does not post specifications), the specifications post.

Uncheck the Post Smart Oil Specifications box to never post the specifications regardless of the selected labor option.

Labor Options

The labor option determines the name of the labor line in the Jobs section of the posted labor.

The labor option also determines if the Epicor specifications (oil type, capacity, viscosity, and drain plug torque) post to the description of the posted labor if the Post Smart Oil Specifications box is unchecked in Smart eCat Configuration.

If the Post Smart Oil Specification box is checked, the Epicor specifications always post, regardless of the labor option selected.

NOTE: The description of labor posted to tickets always prints on the customer invoice.

The following table describes labor options for Smart Oil jobs.

Labor Option

Description

Use Predefined Description

This labor option:

Append to Predefined Description

This labor option:

  • Posts the name of the Smart Oil job to the labor line.
  • Adds the Epicor specifications to the end of the Smart Oil job description.

Replace Predefined Description

This labor option:

  • Post the Epicor description to the labor line instead of the name of the Smart Oil job.
  • Replaces the Smart Oil job description with the Epicor specifications.

Automatically Post Specifications

When Automatically Post Specifications is checked, the Epicor specifications for catalog parts and labor are selected automatically when they appear in Smart eCat.

If you leave the specifications checked:

You can uncheck the specifications before clicking the Next The Next toolbar button. toolbar button.

Labor Mapping Tab

You can map Epicor descriptions to R.O. Writer categories and/or operations. When you post a mapped Epicor description to a ticket, the R.O. Writer category and/or operation posts. Mapping can help you track sales by labor category better, which helps you design better marketing campaigns.

In most cases, you should map only to a category and a labor operation only in certain cases.

For each Epicor Labor Guide Group, select the R.O. Writer Labor Category and/or Operation using the dropdown lists.

The Labor Mapping tab with the Operation dropdown list expanded for one labor line.

Click Save to save your changes.

NOTE: Keep in mind that when you have configured external labor to be price-locked, the price lock status of the mapped R.O. Writer labor will be used when the Epicor labor is posted to the ticket.

Purchase History Tab

The Purchase History tab displays the dollar amount purchased online through Smart eCat from each supplier for 12 months. Select the ending month and year and click the Refresh button. The dollar amount per month displays as well as a graph.

The Purchase History tab.