Using Electronic Parts Ordering

Vendors must be setup before you can use the Electronic Parts Ordering feature.  Click HERE for instructions on setting up vendors.

STEP 1: USING THE CATALOG VIEWER TO SELECT PARTS AND LABOR

1. From a Repair Order or Job window, click the Parts & Labor/Catalogs button to open the Catalog Viewer.
2. The Catalog Viewer will always display the OEM + AutoZone and the Selected Items tabs.
• If you have added and setup additional catalog vendors and/or installed the WORLDPAC SpeedDIAL program, tabs for each vendor and/or WORLDPAC will also display.
3. On the OEM + AutoZone tab, click through the table of contents links until the desired part and/or labor items have been selected.
• The OEM parts and/or labor will always be listed in the results.
• Note: OEM parts cannot be ordered from the Catalog Viewer, they appear only as reference information.
• If you have checked Map OEM/AutoZone Parts (on the Setup tab in Company Setup), AutoZone parts will also be listed in the results.
4. To select parts/labor from OEM + AutoZone:
• Click the box next to each part/labor item to be added to the job.
• Click Add Selected.
• The selected items are added to the Selected Items tab.
5. To select parts from an Autoi vendor:
• Click a tab for a vendor that works through Autoi.  
• The Autoi website will open inside the Catalog Viewer screen.
• If not already selected, choose the vehicle.
• Click through the desired Categories and Sub-categories >> Click Get Parts.
• Check the box in the Sel column for each desired part.
• Click Add to Cart.
• The selected items are added to the Selected Items tab.
6. To select parts from a Federated Autoi vendor:
• Click a tab for a vendor that works through Federated Autoi.  
• The Federated Autoi website will open inside the Catalog Viewer screen.
• If not already selected, choose the vehicle.
• Click through the desired Categories and Sub-categories >> Click Get Parts.
• Check the box in the Sel column for each desired part.
• Click Add to Cart.
• The selected items are added to the Selected Items tab.
7. To select parts from an Internet AutoParts (IAP) vendor:
• Click a tab for a vendor that works through IAP.  
• The IAP website will open inside the Catalog Viewer screen.
• If not already selected, choose the vehicle >> Click Begin.
• Check the box next to each desired item >> Click Parts List.
• Check the box in the Order column for each desired item >> Click Add to Quote.
• Click Transfer Quote.
• The selected items are added to the Selected Items tab.
8. To select parts from a WHI Solutions vendor:
• Click a tab for a vendor that works through WHI Solutions.  
• The WHI Solutions website will open inside the Catalog Viewer screen.
• If not already selected, choose the vehicle.
• Click the desired Group, Subgroup and Part Type >> Click Display Parts & Labor.
• Click Add for each desired part.
• Click the Order Review link.
• Click Place Order.
• The selected items are added to the Selected Items tab.
9. To select parts from WORLDPAC:
• Click the WorldPAC tab.
• The WORLDPAC speedDIAL Catalog will open.
• If not already selected, choose the vehicle.
• Click the desired Category and Part Types/Positions.
• To check the price, click Price.
• To select the part after checking the price:
• Click the desired part to highlight it in blue.
• Right-click the part >> Click Export.
• The item is added to the Selected Items tab.
• Repeat for each additional item to be selected.
• To select the part (without checking the price first), click Export.
• The selected items are added to the Selected Items tab.

STEP 2: USING THE SELECTED ITEMS TAB TO CHOOSE PARTS

The Selected Items tab allows you to compare parts from different vendors and to choose which parts to transfer to the Estimate or Repair Order.

1. On the Selected Items screen, check the box for each part you want to add to the Estimate or Repair Order.
• Note: All parts are selected by default. If any are not required, remove the check mark from the part.
2. Click Submit Checked to transfer the parts to the Estimate or Repair Order.

STEP 3: ASSIGNING PARTS TO THE CORRECT JOB

1. If the Estimate or Repair Order contains more than one Job, the Distribute selected items across the jobs screen will open.
2. If all parts are for the same job, choose the correct option from the Select the Job drop-down menu >> Click Apply.
3. If the parts are for multiple jobs, click on the job name (in the Job column) next to each part.  Choose the correct option from the drop-down box that will appear.  Once all jobs are correct, click Submit.

STEP 4: USING THE ELECTRONIC ORDERING SCREEN TO CHECK STOCK AND ORDER PARTS

1. On the Estimate or Repair Order, click Electronic Ordering.
• Note: All previously ordered parts will have a grayed-out check box so they cannot be accidentally ordered again.
2. To check stock levels:
• Click the desired parts >> Click Stock Check.
• Multiple vendors may be checked at one time.
• A screen will pop up with stock levels listed.
• Note: Performing a stock check will refresh the price and availability of the parts.  This step is recommended if the parts will be ordered a period of time after they were added to the Estimate or Repair Order.
3. To place the order:
• On the Estimate or Repair Order, click Electronic Ordering.
• Note: Parts cannot be ordered from a Quote.
• By default, all parts will be selected. Uncheck the box of any part that is NOT to be ordered.
• Parts may be ordered from multiple vendors at one time.
• Click Order Parts.
• When the order is complete, a confirmation number will appear for each item in the Confirmation # column.