How to Use Smart Tools Together

Smart eCat, Smart eJobs, and Smart eOrder are designed to be used together. You can use Smart eCat without Smart eJobs or go right to Smart eOrder. However, using them together often provides you with the simplest way to manage your day-to-day business.

The following steps provide a broad overview of how Smart eCat, Smart eJobs, and Smart eOrder have been designed to work together:

Step 1 - Select the Smart eJob

Step 2 - Search for Parts in the Smart eJob

Step 3 - Post Parts and Labor to the Open Ticket

Step 4 - Order Parts in Smart eOrder

Step 1 - Select the Smart eJob

Smart eJobs are labor operations with additional options for Smart eCat. They usually include Catalog Parts and can include Catalog Labor.

Complete these steps:

  1. Click the Smart eJob button in the main toolbar The Smart eJobs button in the ticket toolbar.. Smart eCat opens to the Smart eJob tab.
    • The vehicle information, repair order number, and customer name from the open ticket appear at the bottom of the window.
  2. Select the Category and the Smart Job.

  3. The items in the Smart Job appear in the list. This can include Catalog Parts, Catalog Labor, Other Parts, and/or Other Labor.

    The Smart eJob tab with a smart job selected.

  4. Click the Go! button to search your local inventory and online catalogs for the parts in the Smart eJob.

For details, click the following link: Smart eJobs in Smart eCat.

Step 2 - Search for Parts in the Smart eJob

When you

Complete these steps:

  1. Click the Go! button on the Smart eJob tab. Smart eCat searches for the parts and labor in the job. The search results appear on the Catalog tab.
  2. Parts in your local inventory appear at the top of the list.
  3. There is a supplier section for each supplier in the Smart Buy list. A phone button appears at the top of each supplier section.

    The indicator on the phone button to show you the status of the parts search.

    Indicator

    Meaning

    The phone button with no indicator.

    The availability has not been checked yet.

    The phone button with a green checkmark.

    Parts are available from the supplier.

    The phone icon with a white letter x inside a red circle in front of the phone.

    Parts are not available from the supplier.

    The phone icon with an exclamation point inside a yellow circle in front of the phone.

    The search could not be completed. To resolve this problem,

  4. Click the plus button The plus button. to expand each supplier section and see parts. (You can expand only one supplier at a time.)
  5. Check the gray box The blank gray box. to select the parts. The gray box is checked The gray box with a red check..
  6. Click the Next toolbar button The Next toolbar button. to move to the next part in the job.
  7. Check the gray boxThe blank gray box. to select the parts. The gray box is checked The gray box with a red check..
  8. When you have selected all the parts in the job, click the Post toolbar button The Post button in the toolbar..
  9. The Posted Parts and Labor tab appears displaying the posted parts.

Step 3 - Post Parts and Labor to the Open Ticket

You post parts and labor to the Posted Parts and Labor tab and then to the open ticket.

Complete these steps:

  1. On the Posted Parts and Labor tab,
  1. In the right column,
    • Assign a Technician (if you are ready to assign the job).
    • Choose the way parts and labor are posted to the ticket. The default option is already selected.
    • Choose how the labor posts to the open ticket. The default option is already selected.
  2. Click Post/Exit button to post the parts and labor to the open ticket.
  3. Smart eCat closes and the posted parts and labor appear on the Parts/Labor tab.

Step 4 - Order Parts in Smart eOrder

Smart eOrder is a tool that allows you to order parts posted to open repair orders.