ITrack/Pro/Interchange Screen - Revision history

Hheffelbower at 22:05, 4 January 2016

2016-01-04T22:05:43Z

← Older revision		Revision as of 17:05, 4 January 2016
Line 1:		Line 1:
	[[Image:Pro_Interchange_1.png\|thumb\|right\|~~600px~~\|Interchange Screen]]		[[Image:Pro_Interchange_1.png\|thumb\|right\|700px\|Interchange Screen]]
	==~~Option~~ Tab==		==Options Tab==
	Click on Interchange in the Main Menu to bring up the Interchange Screen. When you first open this screen, the Options tab ~~will be selected~~.		[[Image:Pro_Interchange_Example_1.png\|thumb\|none\|475px\|Interchange Screen, Options Tab]]
	~~The Options tab is where you will search for the interchangeability of a part.~~ Fill in the information about the part and click the Lookup button.		Click on Interchange in the Main Menu to bring up the Interchange Screen. When you first open this screen, the Options tab shows by default.
	~~In our~~ example ~~we looked~~ up an engine for a Ford Taurus. The results ~~will display~~ under Options and all of the different engines that are available for a Ford Taurus are shown. ~~Now, select~~ the ~~one your customer needs~~. (~~[http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_Example_1~~.~~png Interchange Example])~~		Fill in the information about the part and click the Lookup button in the top section of the screen. This finds parts listed on the Interchange that will suit this need. You can find Exact or Inexact matches in the results area by selecting the option that you would want; an inexact match will find interchange numbers related to the item you want while an exact match will find only the interchange number you are searching for. For example, if you are looking for the interchange number '09083A', then an exact match will only return '12345A' results and an inexact match will show '09083', '09083A', '09083P', etc. If you have a VIN, you can use that in the top right. Using the VIN will bring up a small window (VIN Decoder), displaying the vehicle information. This is for display only, and will not fill in these values. The Part Search button launches the Search screen, and finds matches on the Inventory tab. Clear will allow you to start a new search.

			Our example (pictured) looks up an engine for a Ford Taurus. The results are displayed under Options and all of the different engines that are available for a Ford Taurus are shown. The first column shows Hollander's Interchange #. The next two columns show the date range of these parts. The Option column shows more details about the part. As with other screens you can sort ascending (A-Z) or descending (Z-A) by any column.

	~~Now, when you click on~~ the ~~Application and Notes tabs,~~ the ~~information displayed~~ will ~~be interchangeable parts~~ for ~~this engine~~ and ~~instructions~~ on ~~how~~ to ~~install it~~.		At the bottom of the screen are three buttons:
			* Print Info will print all items on the Interchange that match your criteria.
			* Vehicles searches your shop for vehicles matching the Make and Model you specified.
			* Car Part searches on car-part.com for parts matching the Interchange #, Make, and Model you specified. This functionality has to be set up by Support.

	==Application Tab==		==Application Tab==
	~~Click~~ on the ~~Application~~ tab ~~to see different engines that are interchangeable~~ with ~~your part~~.		[[Image:Pro Interchange AppTab 1.png\|thumb\|none\|475px\|Interchange Screen, Application Tab]]
	~~If you want to check to see if you have one of~~ the ~~parts~~ in your ~~inventory, click on~~ that ~~part~~ and ~~it will turn blue~~. ~~Now, click on the~~ Part Search button ~~and ITrack~~ will search for ~~that interchange number~~ in your ~~inventory. This does not close the Interchange Screen so you can easily go back to your interchange lookup if you do not find~~ the ~~part. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_AppTab_1~~.~~png Application Tab])~~		The Application tab displays all options related to the part selected on the Options tab. Selecting Exact will display all options with the same Interchange number (for example only 09083A), while Inexact will display variations on the Interchange number (for example 09083, 09083A, 09083P, etc.).

			The Print Info button will print a report based on the items that are visible. The Vehicles button will search for vehicle records in your shop that match the Make and Model of the selected record. The Part Search button will search for part records in your shop that match the selected record.

	~~When you find the part you are going to use, select that part by clicking on it and then click on the Notes tab to see if there are any special instructions for installing the part.~~
	==Notes Tab==		==Notes Tab==
	The Notes tab displays helpful information about installing the part. Some parts may require modifications before being installed in a different vehicle. ~~([http://wiki.isoftdata.com/index~~.~~php/Image:Pro_Interchange_NotesTab_1.png Notes Tab])~~		[[Image:Pro Interchange NotesTab 1.png\|thumb\|none\|475px\|Interchange Screen, Notes Tab]]
			The Notes tab displays helpful information about installing the part. Some parts may require modifications before being installed in a different vehicle. For example, 09083 might contain the note, "Oil cooler design varies, compare and switch as necessary."

	==Group Tab==		==Group Tab==
	The Group tab allows you to create new interchange information for parts that are not already in your interchange. Most parts and their interchangeability are already in the system, but you may know of other interchangeable parts not in the system.		[[Image:Pro Interchange GroupTab 1.png\|thumb\|none\|475px\|Interchange Screen, Group Tab]]
			The Group tab allows you to create new interchange information for parts that are not already in your interchange. Most parts and their interchangeability are already in the system, but you may know of other interchangeable parts not in the system. These changes remain in your shop only.

			First, click the New Group button on the left. ITrack will automatically assign a new interchange number for your group. Next, enter in the part information and then enter the Make and Model for the first vehicle interchangeable with this part. You can also set a year range and side for the part. You can also click the Add From Search button (bottom right) to search for a part instead of entering one manually. You may also wish to fill in the pricing information on the left side of the screen.

	First, click the New Group button in the lower right of the screen. ITrack will automatically assign a new interchange number for your grouping. Next, enter in the part information and then enter the make and model for the first vehicle that is interchangeable with this part. You can also set a year range and side for the part. You can also click the Add From Search button to search for a part instead of entering one manually. You may also wish to fill in the pricing information on the right side of the screen.		Click the Add To Group button and now that part for the make and model you entered will be listed as having that interchange number.
	Click the Add ~~This~~ button and now that part for the make and model you entered will be listed as having that interchange number.
	Now, when you do an interchange search, the part you have grouped will show up and your new interchange information will be displayed. In the future you can return to the Group tab and add more interchangeable vehicles to this part or remove ones that you discover are not actually interchangeable.		Now, when you do an interchange search, the part you have grouped will show up and your new interchange information will be displayed. In the future you can return to the Group tab and add more interchangeable vehicles to this part or remove ones that you discover are not actually interchangeable.
	The part will now show up as being in the current group. Now, add more vehicles that have an interchangeable version of this part. ~~([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_GroupTab_1.png Group Tab])~~
			The part will now show up as being in the current group. Now, add more vehicles that have an interchangeable version of this part.

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Codeman at 18:52, 10 July 2009

2009-07-10T18:52:55Z

← Older revision		Revision as of 13:52, 10 July 2009
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	The part will now show up as being in the current group. Now, add more vehicles that have an interchangeable version of this part. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_GroupTab_1.png Group Tab])		The part will now show up as being in the current group. Now, add more vehicles that have an interchangeable version of this part. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_GroupTab_1.png Group Tab])

	~~[[Category:Pro Extensions]]~~		[[Category:ITrack/Pro/Extensions]]
	[[Category:ITrack/Pro]]

Codeman at 15:51, 10 July 2009

2009-07-10T15:51:22Z

New page

[[Image:Pro_Interchange_1.png|thumb|right|600px|Interchange Screen]]
==Option Tab==
Click on Interchange in the Main Menu to bring up the Interchange Screen. When you first open this screen, the Options tab will be selected.
The Options tab is where you will search for the interchangeability of a part. Fill in the information about the part and click the Lookup button.
In our example we looked up an engine for a Ford Taurus. The results will display under Options and all of the different engines that are available for a Ford Taurus are shown. Now, select the one your customer needs. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_Example_1.png Interchange Example])

Now, when you click on the Application and Notes tabs, the information displayed will be interchangeable parts for this engine and instructions on how to install it.
==Application Tab==
Click on the Application tab to see different engines that are interchangeable with your part.
If you want to check to see if you have one of the parts in your inventory, click on that part and it will turn blue. Now, click on the Part Search button and ITrack will search for that interchange number in your inventory. This does not close the Interchange Screen so you can easily go back to your interchange lookup if you do not find the part. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_AppTab_1.png Application Tab])

When you find the part you are going to use, select that part by clicking on it and then click on the Notes tab to see if there are any special instructions for installing the part.
==Notes Tab==
The Notes tab displays helpful information about installing the part. Some parts may require modifications before being installed in a different vehicle. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_NotesTab_1.png Notes Tab])
==Group Tab==
The Group tab allows you to create new interchange information for parts that are not already in your interchange. Most parts and their interchangeability are already in the system, but you may know of other interchangeable parts not in the system.

First, click the New Group button in the lower right of the screen. ITrack will automatically assign a new interchange number for your grouping. Next, enter in the part information and then enter the make and model for the first vehicle that is interchangeable with this part. You can also set a year range and side for the part. You can also click the Add From Search button to search for a part instead of entering one manually. You may also wish to fill in the pricing information on the right side of the screen.
Click the Add This button and now that part for the make and model you entered will be listed as having that interchange number.
Now, when you do an interchange search, the part you have grouped will show up and your new interchange information will be displayed. In the future you can return to the Group tab and add more interchangeable vehicles to this part or remove ones that you discover are not actually interchangeable.
The part will now show up as being in the current group. Now, add more vehicles that have an interchangeable version of this part. ([http://wiki.isoftdata.com/index.php/Image:Pro_Interchange_GroupTab_1.png Group Tab])

[[Category:Pro Extensions]]
[[Category:ITrack/Pro]]

Cellsworth: New page: Interchange Screen ==Option Tab== Click on Interchange in the Main Menu to bring up the Interchange Screen. When you first open this scre...

2009-06-10T18:38:16Z

New page: thumb|right|600px|Interchange Screen ==Option Tab== Click on Interchange in the Main Menu to bring up the Interchange Screen. When you first open this scre...

New page