Ordering Parts from the Federated Catalog

You can order parts from the Federated catalog in two places:

Ordering Parts from Federated in Smart eCat

When the parts are on the Parts tab (of the Posted Parts and Labor tab) in Smart eCat, it means the part has not been posted to the open ticket yet. You can order those parts before you post them to the open ticket if it suits your business.

If you post the part to the open ticket without ordering, you will have to order the part in Smart eOrder.

To Order the Part on the Parts Tab

Complete these steps:

  1. On the Parts tab of the Posted Parts and Labor tab in Smart eCat, click the Phone button in the Federated section to check the availability.

  2. Click the Truck button to begin the order. The Order Options window opens.

    The Purchase order number is entered for you. This number is created automatically by incrementing one number up from the last purchase order created in any module of R.O. Writer, including Smart eCat.

    A picture of the truck button pointing to the Order Options window.

    • You can type in a new Purchase order number.
    • You can type an Order Message in the box.
  3. Click OK.
    • If the Post to Accounts Payable option is not checked for the electronic ordering interface of the Federated supplier in R.O. Writer Configuration, the order is placed with Federated Auto Parts.

    • If the Post to Accounts Payable option is checked for the electronic ordering interface of the Federated supplier in R.O. Writer Configuration, the Post to Accounts Payable window appears.

      of the Federated part on the post to Accounts Payable window.

  4. The details on this window are what will post to Accounts Payable for this order. Review the details and make changes if needed.

    The Amount and the Total amount are the Cost displayed on the Parts tab, not the price. You post your cost to Accounts Payable, not the price to the customer.

  5. Click OK. The order is placed.

Now, you can click PostA picture appears of the button you click to post items to the open ticket. or Post/ExitThe button you click to post the items and exit Smart eCat. to post the ordered parts to the open ticket. The Invoice Number on the Post to Accounts Payable window appears in the Invoice # field on the part window.

A picture of the Supplier section of the Edit Parts window showing the Federated order.

Ordering Parts from Federated in Smart eOrder

If the part was not ordered before being posted to the open ticket it Smart eCat, you need to order the part in Smart eOrder.

When you open a part on a ticket that was not ordered before posting, the Edit Parts window opens.

The Supplier section of the Edit Parts window with Federated part not ordered.

To Order Parts in Smart eOrder

Complete these steps:

  1. Open the ticket.
  2. Click the Smart eOrder button in the Quick Launch. Smart eOrder opens displaying
    • All parts on the open ticket with the Supplier selected, the To Order box checked, and the Invoice # blank.
    • Parts are grouped by Supplier. The Federated parts appear in their own section.
    • The availability appears below each part.

    Federated parts on the Parts tab with the availability results displaying.

  3. Click the Truck button in the Federated section to begin the order. The Order Options window opens.

  4. The Purchase order number is entered for you.
    This number is created automatically by incrementing one number up from the last purchase order created in any module of R.O. Writer, including Smart eCat.

    The truck icon pointing to the Order Options window.

    • You can type in a new Purchase order number.
    • You can type an Order Message in the box.
  5. Click OK.
    • If the Post to Accounts Payable option is not checked for the electronic ordering interface of the Federated supplier in R.O. Writer Configuration, the order is placed with Federated Auto Parts.

    • If the Post to Accounts Payable option is checked for the electronic ordering interface of the Federated supplier in R.O. Writer Configuration, the Post to Accounts Payable window appears.

      The Federated order on the post to Accounts Payable window.

      • The details on this window are what will post to Accounts Payable for this order.
      • Review the details and make changes if needed. The Amount and the Total amount are the Cost displayed on the Parts tab, not the price. You post your cost to Accounts Payable, not the price to the customer.
      • The Truck button has a green checkmark The truck button with a green checkmark..
  6. Click OK. The order is placed.
  7. Click Post/ExitThe button you click to post the items and exit Smart eCat. to post the parts order to the parts on the open ticket and close Smart eOrder.

  8. When the part is opened from the ticket,

    • Federated is selected as the Supplier.
    • The Invoice Number appears in the Invoice # field.
    • The Non-Stock option is checked and disabled.
    • The To Order box is not checked to indicate that part has already been ordered.

    The Supplier section of the Federated part on the Edit Parts window.

NOTE: You do not have to open the ticket first. If you click Smart eOrder in the Quick Launch when no ticket is open, the Smart eOrder window opens All parts that have the Supplier selected, the To Order box checked, and the Invoice # blank on all tickets with an Open Status appear grouped by supplier.