Difference between revisions of "Using the KTM EPC with Platinum"

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(→‎To get the list into Platinum)
(→‎To get the list into Platinum)
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=== To get the list into Platinum ===
 
=== To get the list into Platinum ===
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*Log into Platinum
+
*Log into Platinum and do one of the following:
  
−
;Stock Control
+
;{{ST}}
 
:Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.
 
:Go to {{Menu|{{ST}}|[[Selling Stock at Point of Sale|Point of Sale]]}}.
 
:*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
:*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
−
or;
+
;{{OP}}
 +
:Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a Purchase Order|create a new order]].
 +
:*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
−
Go to {{Menu|{{OP}}|Purchase Ordering|Add or Edit Purchase Orders}} and [[Creating a Purchase Order|create a new order]].
+
;{{WS}}
−
*Press {{KeyPress|A-F6}} to populate the pre-built list.
+
:Go to {{Menu|{{WS}}|Workshop Diary}} and get into the relevant Workshop Job.  Once you are in the [[How do I Invoice a Workshop Job|Invoice]]:
 +
:*Press {{KeyPress|A-F6}} to populate the pre-built list.
  
−
or;
+
;{{VS}}
−
 
+
:Go to {{Menu|{{VS}}|Vehicle Sales Documents}} and edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
−
Go to {{Menu|{{WS}}|Workshop Diary}} and get into the relevant Workshop Job.  Once you are in the [[How do I Invoice a Workshop Job|Invoice]]:
+
:*Press {{KeyPress|A-F6}} to populate the pre-built list.
−
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
−
 
 
−
or;
 
−
 
 
−
Go to {{Menu|{{VS}}|Vehicle Sales Documents}} and edit the relevant [[Selling a Vehicle|document]] and go to {{Tab|Extras}}.
 
−
*Press {{KeyPress|A-F6}} to populate the pre-built list.
 
  
 
== See also ==
 
== See also ==

Revision as of 12:15, 28 August 2013

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

This article explains how to transfer parts from the KTM EPC into Platinum.

More Information

Once you have chosen your part or parts from the KTM 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.

Creating a Parts list in the KTM EPC

Once you have logged into the KTM Dealer Net:

Go to " Parts & Accessories".

  • Search for the relevant part numbers and add them to the Basket.
  • Continue adding any relevant parts until you have your required items.
  • Go to " Parts & Accessories Orders Current Basket/Last Order", click the [Save 'In Progress'] button.
  • Go to " Unsent Orders"
  • Click the [Export to File] button next to the order you have just created.
  • This should then prompt you to save the parts list in the Platinum link folder.
    • The path for saving this file is usually 'C:\EPC\KTM'. For details on configuring this path, click here.
  • Alternatively you can export any orders you have already submitted to KTM :
    • Go to " Parts & Accessories Sent Orders".
    • Click the [Export to File] button next to the order you want to copy into Platinum.
    • This should then prompt you to save the parts list in the Platinum link folder.
      • The path for saving this file is usually 'C:\EPC\KTM'. For details on configuring this path, click here.

To get the list into Platinum

  • Log into Platinum and do one of the following:
Stock Control
Go to " Stock Control Point of Sale".
  • Press <Alt+F6> to populate the pre-built list.
Order Processing
Go to " Order Processing Purchase Ordering Add or Edit Purchase Orders" and create a new order.
  • Press <Alt+F6> to populate the pre-built list.
Workshop
Go to " Workshop Workshop Diary" and get into the relevant Workshop Job. Once you are in the Invoice:
  • Press <Alt+F6> to populate the pre-built list.
Unit Sales
Go to " Unit Sales Vehicle Sales Documents" and edit the relevant document and go to [Extras].
  • Press <Alt+F6> to populate the pre-built list.

See also


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Keywords AND Misspellings
KTM, EPC, Electronic, Transfer, order, parts, fiche
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