Searching and Posting in Smart eCat

Smart eCat can be accessed without having a ticket open if you just wish to view the catalog without posting labor or parts.

Vehicle Information

Part and labor searches in Smart eCat are based on the vehicle. Therefore, Smart eCat must be able to identify the vehicle to search.

When you open Smart eCat from an open ticket, the vehicle information from the ticket passes to Smart eCat automatically.

The Epicor vehicle information always appears at the very bottom of the Smart eCat window.

Epicor vehicle information circled at the very bottom of the window.

To Select a Vehicle

Complete these steps:

  1. Click the Smart eCat button in the Quick Launch Smart eCat button in the Quick Launch to open Smart eCat.
  2. If the Vehicle Selection columns appear, you need to select the Year, Make, Model, and Engine in the columns.

    the Vehicle Selection columns.

    Vehicles are valid when the Engine is selected.

  3. Double-click on the engine or click Next.
  4. The categories for that vehicle appear on the Catalog tab.

    The categories columns with the selected vehicle in the status bar.

    NOTE: The categories that appear on this window are determined by the Standard Categories setting on the Options tab of Smart eCat Configuration.

  5. Click a category in the Categories column.
  6. Double-click a part in the Parts column to search for it.
  7. The search results appear.

To Select Another Vehicle

To select another vehicle, click the Vehicle toolbar button The vehicle button in the toolbar.. The Vehicle Selection columns appear.

To See VIN Information

To see VIN information for the selected vehicle, click the VIN button The VIN button in the toolbar.. The VIN Information window from Epicor appears.

The VIN Information window from Epicor.

Specific Condition Questions

Sometimes Epicor prompts you to answer additional questions about the vehicle. These answers help Epicor (and therefore Smart eCat) determine the correct parts and labor for the vehicle.

Answers to the Specific Condition Questions are saved to the Epicor Tab of the vehicle record. When the answers are saved to the vehicle record, you are not prompted to answer them again.

Searching by Epicor Part Description

You can search by the Epicor description of a part.

Click the Categories toolbar button at any time the Categories button in the toolbar.. The Epicor Categories appear.

The Epicor Categories with Parts and Labor columns.

NOTE: The categories that appear on this window are determined by the Standard Categories setting on the Options tab of Smart eCat Configuration.

To search by keyword, type in the keyword in the Search box and click Find after the vehicle is selected The Search bar and Find button in the toolbar.. The search results are based on the Epicor categories.

The Search bar provides matching options as you type. For complete details, click the following link: Smart eCat - Auto-Complete for Searches.

Working with Search Results

The search results window contains many options that enable you to find the appropriate part as quickly as possible.

When Smart Buy is selected in the Coverage dropdown list, all coverages included in your Smart Buy are searched automatically. Local Inventory should appear first at the top of the list.

If parts are found in your local inventory, the Local Inventory section is open at the top of the window.

The Local Inventory results at the top of the window.

If no parts are found in local inventory,

Phone Button for Suppliers

While searching for matching parts, the running timer button The running timer icon. appears at the top of each supplier section.

When the search is complete, the phone button appears with an indicator describing the results of the search.

Search results with the phone icon circled.

You can click the phone button at any time to search again.

To Show/Hide Unavailable Parts

Click the Show Unavailable and Hide Unavailable toolbar button to show and hide unavailable parts from suppliers. The name of the button toggles from Show to Hide after you click it.

When the Show Unavailable button appears in the toolbar, only available parts appear in the search results.

Search results showing only parts that are available.

When the Hide Available button appears in the toolbar, unavailable parts appear in the search results.

Search results including parts with no availability.

To Select Different Categories After a Search

After a search has been completed, you can select different categories, parts, and labor in two ways:

Use the Categories dropdown list in the toolbar to change categories.

the Categories dropdown list expanded.

Use the Parts dropdown list in the toolbar to view different types of parts.

the Parts dropdown list expanded

Use the Labor dropdown list in the toolbar to view labor.

the labor dropdown list expanded

To Show/Hide the Cost

Click the Cost button in the toolbar the Cost button in the toolbar. to display or hide the Cost column. This is useful if you need to show the customer his options on the screen.

When there is no border around the cost button, the Cost and List columns display.

Search results with no border around the cost icon and the Cost column displayed.

When there is a border around the cost button, the Cost and List columns are hidden.

Search results with a border around the cost icon and the Cost column not displayed.

To Select a Different Coverage

If you wish to select one specific coverage (other than the Smart Buy coverage which includes multiple suppliers), select it in the Coverage dropdown list. The search results are narrowed to show only the lines included in that coverage list.

The Coverage dropdown list in the toolbar circled.

When there is a dropdown arrow next to a supplier, it means there are several suppliers available for that coverage. Click the dropdown arrow to see the list of suppliers in the coverage.

The dropdown list of suppliers in the coverage expanded in the search results.

To Select Specific Lines

If you only wish to see selected lines of parts, click the All Lines button. The All Lines window pops up showing the lines that were searched.

The All Lines window opened from the All Lines button in the toolbar.

The lines that were already selected as part of your selected coverage(s), appear in bold.

Select the lines you wish to view (maximum 10) and click OK.

To Switch Primary and Secondary Lines

In Smart eCat you can switch between viewing Primary lines and Secondary lines by clicking on the The Primary button in the toolbar. or The Secondary button in the toolbar. buttons in the toolbar. The color of the "1" and "2" indicate what lines you are looking at in the search results.

When you are viewing primary lines, the button displays "1" in green and the word "Secondary" The Secondary button in the toolbar.. Clicking on this button changes the word to "Primary" and the number "2" is green.

NOTE: When you set up your coverage lists, you can set up certain lines as Primary or Secondary in the Priority dropdown list.

Epicor Parts Specifications

Epicor specifications provide information about the part or the labor. This information comes from the Epicor database.

These specifications are selected automatically if Automatically Post Specifications is checked in Smart eCat Configuration.

When selected, specifications

To select and de-select specifications:

NOTE: If the specifications appear on the same window with parts, selecting all or none applies to the parts on the window as well.

TIP! Create a separate coverage list just for Epicor specification information and remove that coverage from all your other coverages. This way specification and parts will not return in the search results together.

Part Columns

Each part row displays information in specific columns.

The Part column header circled.

Description

This is the Description of the part.

Line

This is the line code of the part.

Part Number

This is the part number.

PC

This is the number of pieces needed.

You can edit this number by clicking in the field and entering the new number. Then, click outside the field to save the new entry.

Core

This is the core cost if the part requires one or if there is another core cost available.

Cost

This is the Cost (if available).

List

This is the list price.

Availability

This is where the part is available: Stock (your local inventory), Region, or Branch.

The dropdown list for availability for a part.

You can select the ordering location in the dropdown list. The core, cost, and list prices are recalculated to match the new location.

Stock (local inventory)

"Stock : [# on-hand]" displays if you have the part on hand in your R.O. Writer inventory.

"N/S" displays if you have an inventory record for the part but none are available.

Region or Branch (online supplier)

The entry in the dropdown list displays "Location Name : [# on-hand]" if the supplier's Region or Branch has the part.

Part Buttons

Buttons appear with the part:

If the Cover to Cover option is selected in Smart eCat configuration, the ”C” and “N” buttons appear when supplier information is available:

Click the “C” or “N” button to see that information for the part:

The cover to cover information window for a part.

If vendor messages are available, an “M” button The message button on the part line. appears on the part line.

The part message opened from the M button.

If exhaust diagrams are available, a “D” button appears on the part line. Click it to see those diagrams.

The D button on a part line.

Exhaust diagrams are extracted during the Epicor data load.

Miscellaneous

Alternate part numbers have "Alt #" before the description. The part is also outlined in a white box which makes it very easy to tell the difference between an alternate number and a standard part number.

Selecting any other option automatically will change all the other fields to match. For example, if you had multiple stores and wanted to select the lowest cost, you could click on the cost and click the lowest one.

To Post Found Parts

When part results appear on the window, there is a blank gray box to the left of each part. Click the blank gray box The blank gray box. to select it. A red check appears in the box The gray box with a red check. to indicate that it is selected.

The part is posted to the Parts tab of the Posted Parts and Labor Tab in the background. You can click the Posted Parts and Labor tab at any time to verify.

Catalog Labor

To post labor using Smart eCat, click the Smart eCat button Smart eCat button in the Quick Launch in the Quick Launch from an open ticket.

Select the Category and then double-click on the subcategory under labor.

The labor seciton for a selected category circled.

You may need to answer one or more vehicle condition questions. Your answers are saved to the vehicle record on the Epicor tab.

NOTE: The content of the Categories column is determined by the Standard Categories selected in Smart eCat Configuration.

Labor Notes

You can collapse or expand the notes for each job by clicking the + sign to expand or the - sign to collapse.

To show notes for all jobs, click the Show Notes button in the toolbar the Show Notes button..

Catalog labor search results showing notes.

To hide notes for all jobs, click the Hide Notes button in the toolbar The Hide Notes button..

Catalog labor search results not showing notes.

Selecting and Posting Labor

Click The blank gray box. to the left of the job description to select the job. A red check appears in the box The gray box with a red check. to indicate that it is selected.

  • Click The Post button in the toolbar. to post the labor but stay on the Catalog tab.

    Click The Next toolbar button. to post the labor and move to the next part or labor included in the search.

  • Posted Parts and Labor Tab

    The Posted Parts and Labor tab appears automatically after all parts and labor have been transferred or posted to Smart eCat. There are three sub-tabs:

    On the Posted Parts and Labor tab, you review the parts and labor and then post both to the open ticket.

    Parts Tab

    The Parts tab shows all the parts that have been transferred or posted to Smart eCat. Parts can be transferred because they are included in labor such as a service, labor operation, or Smart eJob.

    To Delete Parts from the Parts Tab

    To delete one part, click on the gray area before the part number to highlight the entire line and press the DELETE key. A prompt appears letting you know how many parts you selected to delete. Click Yes to delete the parts.

    To Order Parts Before Posting to the Open Ticket

    The Parts tab has the same functionality as Smart eOrder for one ticket. You can order parts before posting them to the open ticket. For more information, click one of the following links:

    Labor Tab

    The Labor tab shows the labor details that were transferred to Smart eCat.

    Labor Guide Section

    This section displays the details of the selected labor.

    The Labor Guilde circled at the top of the labor tab.

    If only one labor is on the Labor tab, these values represent that labor line.

    The following table describes each item in the Labor Guide.

    The following table describes the fields in the Labor Guide section at the top of the Labor tab.
    Item Description
    Total Time The total time for all labor transferred to Smart eCat.
    Base Labor Charge This is the labor charge for the service without any adjustments.
    Highest Skill Level The highest skill level in the sub-labor lines.
    Labor Rate

    The available labor rates in R.O. Writer. The labor rate is determined by the highest skill level. You can change the labor rate if needed.

    The labor rate dropdown list at the top of the Labor tab.

    These labor rates are set up in the Configuration module.

    NOTE: The Labor Rate dropdown list is disabled if external locking has been applied.

    Adjusted Charge

    The adjusted labor charge for the service, which is calculated as Base Labor Charge + Any adjustments that apply.

    Adjustments depend on the service. Some services adjust the labor charge and some do not. If this charge matches the Base Labor Charge for one service, then no adjustment has been applied.

    The total Labor charge in the Prices section in the right column matches the Adjusted Charge.

    The Labor charges in the Prices section.

    Labor Lines

    Labor lines appear only for catalog labor from Epicor selected during the search.

    The labor tab with epicor labor and other labor.

    NOTE: Typically, these lines do not appear for Smart eJobs; however, if catalog labor from the Labor Guide was added to the Smart eJob and that catalog labor was selected during the search, the selected labor lines appear here.

    Other Labor

    Smart eJobs may include Other Labor but it does not appear on the Labor tab. The Other Labor does post to the open ticket when the Smart eJob posts.

    If there is Other Labor, that labor appears in the Other Labor section. However, Other Labor is not included in

    To Delete Labor Lines

    To delete labor lines, you click on the labor line and press the DELETE key.

    A prompt appears telling you how many lines you have selected to delete. Click Yes to delete the selected lines.

    To Post Multiple Labor Lines

    Labor lines post according to the Posting Options in the Right Column that you select.

    If you choose to

    Then, all labor lines post to the Description box of that labor operation.

    If you choose to post all parts and labor individually, the labor lines post according to the grouping on the Labor tab. Smart eCat uses colors and shading to define groups of labor lines that post as one labor operation.

    Notes Tab

    The Notes tab contains catalog specifications or Epicor specifications for the parts.

    The Notes tab.

    These notes post to the Description box of the labor on the open ticket.

    To delete a full line, click once on the gray bar at the far left of each line and press the DELETE key.

    Posting Options in the Right Column

    The options on the right side of the window, determine how the part is connected to labor operations on the open ticket.

    Posting Options

    This section determines how the selected parts and labor on the Posted Parts and Labor tab post to the open ticket.

    The option selected in the Default Posting section of the Options tab in Smart eCat Configuration is selected here automatically.

    The Posting options in the right column.

    The following table describes the posting options in the right column of the Posted Parts and Labor tab.
    Option Select this option to…
    Post Parts and Labor
    to a New Job

    Post the parts and labor to a new labor operation.

    If this option is enabled select the category (required) and operation (optional).

    For Smart eJobs, this option is selected and disabled. The category and operation in the Smart eJob are selected on the Smart eJob tab.

    For catalog labor, this is the labor category and a general labor operation for that category.

    For Service Intervals, the behavior of this option changes if a default labor is configured for service intervals in R.O. Writer Configuration.

    • If a default labor is configured, this option is selected and the default labor is selected automatically.
      • You can choose another labor operation.
    • If no default labor is configured, this option is enabled but no labor is selected. The dropdown list contains all labor categories and operations in R.O. Writer Configuration.
    Post Parts and Labor
    to an Existing Job

    Post the parts and labor to a labor operation already posted to the ticket.

    The dropdown list contains only labor operations on the open ticket.

    Add Individual Parts
    and Labor to Invoice

    Add the parts and labor as separate, individual lines.

    • Each part appears as a separate line under a blank labor operation.
    • Each labor is posted as one labor operation.

    Labor Descriptions

    The Labor Option selected determines how the labor selected in the Posting Options section appears when posted to the open ticket.

    The Labor Options in the right column.

    The labor option selected here determines:

    The following table describes the labor options in the right column of the Posted Parts and Labor tab.
    Labor Option Select this option to…
    Use Predefined
    Description

    Use the description of the R.O. Writer labor operation instead of the Epicor description displayed on the Labor tab.

    The labor posted to the Jobs section of a ticket when Use Predefined Description is selected.

    Use... is usually the default.

    Append to Predefined
    Description

    Add the Epicor description to the end of the description of the R.O. Writer labor operation.

    The labor posted to the Jobs section of a ticket when Append to Predefined Description is selected.

    Replace Predefined
    Description

    Replace the R.O. Writer description of the labor operation with the Epicor description displayed on the Labor tab.
    (If there is no Epicor description, the description of the labor operation is blank.)

    The labor posted to the Jobs section of a ticket when Replace Predefined Description is selected.

    NOTE: A default option is chosen in Smart eCat Configuration in the Options section. There are different defaults selected for different kinds of labor.