Difference between revisions of "Using the Harley-Davidson EPC with Platinum"
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== Summary == | == Summary == | ||
| − | + | The following article explains how to transfer parts from Harley-Davidson EPC into Platinum. | |
== More Information == | == More Information == | ||
| + | If this facility is not already set up for you, {{SalesContact}}. | ||
| + | |||
| + | === Harley-Davidson EPC Operation === | ||
Once you have selected an item or items in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into: | Once you have selected an item or items in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into: | ||
*{{ST}} | *{{ST}} | ||
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* When a part is selected in the {{Tab|Parts}} tab, the following details about the part are shown using information from Platinum : | * When a part is selected in the {{Tab|Parts}} tab, the following details about the part are shown using information from Platinum : | ||
| − | + | ; Cost Price. | |
| − | + | : The EPC has its own list of cost and retail prices, so if the part is not known to Platinum then the EPC will show its price instead. | |
| − | + | ; Manufacturer Suggested Retail Price. | |
| − | + | : Platinum sends the retail price excluding VAT for this price. Again, if the part is not known to Platinum then the EPC will show its price instead. | |
| − | + | ; Customer Price. | |
| − | + | : Platinum sends the retail price including VAT for this price. If the part is not known to Platinum then the EPC shows the same price as MSRP (i.e. excluding VAT). | |
| − | + | ; Bin | |
| − | + | : Platinum sends the Stock Location at the default or specified Depot. | |
| − | + | ; On Hand | |
| − | + | : Platinum sends the Stock Quantity at the default or specified Depot. | |
* When viewing parts diagrams you can right-click a part in the right-hand list and choose {{Button|Show Part Info}} to pop up a window with the same details as described above. | * When viewing parts diagrams you can right-click a part in the right-hand list and choose {{Button|Show Part Info}} to pop up a window with the same details as described above. | ||
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* Click the {{Button|Submit}} button below a Pick List to export the list of parts to a file ready to be picked up by Platinum. | * Click the {{Button|Submit}} button below a Pick List to export the list of parts to a file ready to be picked up by Platinum. | ||
| − | + | See the [[How do I Load an Externally Created List to Invoice?|loading your parts list]] article to load your parts list into your invoice. | |
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| − | + | === Platinum Operation === | |
| − | + | {{EPC-build-list}} | |
| − | == See | + | == See also == |
| − | * [[ | + | * [[How do I Load an Externally Created List to Invoice?]] |
| − | + | * [https://www.catalyst-uk.com/ccs/software/motorcycle-dms/franchises Platinum EPC Links] | |
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| − | * [ | ||
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| − | {{KB_Tags| | + | {{KB_Tags|harley-davidson, harley, davidson, epc, electronic, transfer, order, parts, fiche}} |
| − | {{ | + | {{Guide}}{{KB_OP}}{{KB_ST}}{{KB_WS}}{{ZN_PartsCounter}} |
Latest revision as of 14:50, 3 March 2020
Contents
Summary
The following article explains how to transfer parts from Harley-Davidson EPC into Platinum.
More Information
If this facility is not already set up for you, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
Harley-Davidson EPC Operation
Once you have selected an item or items in the Harley-Davidson EPC, there are various areas within Platinum that you can import directly into:
If this facility is not already set up for you, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
- When a part is selected in the [Parts] tab, the following details about the part are shown using information from Platinum :
- Cost Price.
- The EPC has its own list of cost and retail prices, so if the part is not known to Platinum then the EPC will show its price instead.
- Manufacturer Suggested Retail Price.
- Platinum sends the retail price excluding VAT for this price. Again, if the part is not known to Platinum then the EPC will show its price instead.
- Customer Price.
- Platinum sends the retail price including VAT for this price. If the part is not known to Platinum then the EPC shows the same price as MSRP (i.e. excluding VAT).
- Bin
- Platinum sends the Stock Location at the default or specified Depot.
- On Hand
- Platinum sends the Stock Quantity at the default or specified Depot.
- When viewing parts diagrams you can right-click a part in the right-hand list and choose [Show Part Info] to pop up a window with the same details as described above.
- Right-click in the diagram itself and choose [Colourise]. Now, in diagrams opened after this one, the numeric labels pointing to parts in the diagram will have green or red boxes around them indicating whether that part is in stock, or not, respectively.
- Right-click a part in a Pick List and choose [View Part] to pop up a window as above.
- Click the [Submit] button below a Pick List to export the list of parts to a file ready to be picked up by Platinum.
See the loading your parts list article to load your parts list into your invoice.
Platinum Operation
Having selected your parts and saved them into a file in the configured location, you can now import these parts into Platinum.
The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places.
This example uses Workshop to explain how it is done.
- Go to " Workshop Workshop Diary".
- Search for a relevant workshop job.
- Select the [Invoice Items] tab.
- Click [Add].
 | At this point, the system is waiting for you to enter a "Stock Code", so it is from this point onwards that the import is the same wherever you are in Platinum. |
- Press <Alt+F6> - Add Pre-Built List. The items saved in the file will be loaded.
- If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual.
- Check that the items loaded are correct.
Once you have successfully imported the file, it will be deleted to avoid you importing the items twice!
See also
