Setting Up the EPC

Setting Up the EPC
To configure the EPC to match your workflow, select Application Settings from the Settings menu. You can
adjust General Settings, Product Settings, and Dealer Settings.
Applying General Settings
With the General Settings tab selected, you can set the EPC language, set the navigation style to display images
or text in the navigation indexes, and decide whether event notifications appear. Make required changes and click
Save.
Applying Product Settings
Product Settings apply to a specific product group (see table below). Make required changes and click Save.
Setting
Purpose
Comments
Data Language
Determine the language in which parts
Available for all products. Available
information is displayed
languages are listed
Region
Select a region
Available for all products.
Filters
Make a selection from each drop-down
menu.
Available for Suzuki Automotive only.
Price Book
Select from a list of available price books
Available for all products, if your distributor
has supplied you with a price book.
Applying Dealer Settings
Dealer Settings include dealership and contact information. Make required changes and click Save.
Setting Up Integration
Integration allows you to send the parts from your picklist to your DMS and display DMS information in the picklist.
The integration method you choose depends on your DMS. Contact your DMS/DCS vendor or your network
administrator to determine your DMS requirements.
1. Select Settings -> Integration Settings.
2. Click the New button.
3. Select an integration type from the Type menu.
4. Follow the instructions below to configure the integration type you selected.
Completing the BDDI Prices Setup
BDDI Integration allows the EPC to display part price and availability information from your DMS directly in the
picklist.
1. Select BDDI Prices from the Type menu:
2. Enter a the name of your DMS into the Name field.
3. Enter the URL of the web service (required) and the Login ID (optional, depending on your DMS) that you use
to access it. Please contact your DMS/DCS vendor or network administrator if you are not sure.
4. Click the Next button to open a list of column headers:
5. Mark the checkboxes next to the columns you want to display in the picklist, then click Next to open a list of
products.
6. Select the catalog(s) that will send parts through the integration being configured.
7. Click the Next button.
8. Select an option to determine how this integration will be shared (Everyone in my dealership or Just me),
then click the Next button.
9. Click the Finish button.
Completing the File Writer Setup
File Writer writes parts information from your shopping list to a file, which can be picked up by your DMS.
1. Select File Writer from the Type menu:
2. Enter a the name of your DMS into the Name field.
3. Select a file format. The File name and File folder fields are populated automatically.
Note: This configuration process may differ slightly depending on the file format you select.
4. Make a selection from the Write menu (All Parts or Selected Parts).
5. Click the Next button to open a list of products.
6. Select the required products and click the Next button.
7. Select an option to determine how this integration will be applied (Everyone in my dealership or Just me),
then click Next.
8. Click Finish.
Completing the Send Picklist Setup
Send Picklist converts the shopping list to a web format before sending it to the DMS.
1. Select Send Picklist from the Type menu:
2. Enter a the name of your DMS into the Name field.
3. Enter the URL of the web service and the Login ID that you use to access it. Please contact your DMS/DCS
vendor or network administrator if you are not sure.
4. Make a selection from the Send menu (All Parts or Selected Parts). Mark the checkbox if you want parts to
be sent as soon as they are added to the picklist.
5. Click the Next button to open a list of products.
6. Select the required products and click the Next button.
7. Select an option to determine how this integration will be applied (Everyone in my dealership or Just me),
then click the Next button.
8. Click the Finish button.
Navigating the EPC
All major EPC features can be accessed from the main EPC screen.
Navigation Menus
Navigation menus appear in the main section of the EPC window. Menu choices are displayed as thumbnail
images.
Hint: The Application Settings window has a setting that allows you to display text or thumbnails in the navigation
menus.
Click a thumbnail to advance to the next navigation menu. The choice you make determines the contents of the
next menu.
Hint: At each menu, type a keyword into the Type to narrow box to quickly locate a menu item.
Parts Index and Illustrations
The Parts Index and Illustration appears when you select an illustration thumbnail:
Each part listed in the Parts Index includes a numerical callout, which corresponds to a matching illustration
callout.
From the Parts Index, you can view supersession history or add parts to your picklist.
Menu Bar
The menu bar allows you to open a new job or access parts information, online help, or the Settings window.
Click the New Job button to begin a new search, while keeping the old job open. Depending on your browser
settings, the new job will open as a new tab or in a new window.
Click a menu name to view its options.
Tool bar
Enter a VIN into the first field and click the Find VIN button to set the catalog that matches the VIN.
Mark the Show All Business Regions checkbox to display parts for all business regions.
Enter a part number and click the Search button to search for a part number. Once you have selected a catalog,
you can use this field to begin a part name search.
Navigation Bar
The navigation bar displays the path to your current EPC location.
Click a navigation bar item to display its options. Select a different option to change your navigation path from that
level and forward.
Click the Home button
to begin a new path.
Picklist
Use the picklist to compile and manage lists of parts.
To open the picklist, click the icon located in the lower right corner of the EPC screen.
Item
Function
Bring the picklist into view.
Open the picklist in full screen mode.
Hide the picklist.
Opening Multiple Jobs
You can start a new job without closing your current job. Click the New Job button
tab in the EPC window.
To close a job, close the job’s tab or the EPC window that contains the job.
to open a new job as a new
Using VINs
Enter a VIN, chassis number, or serial number (last 8 digits) to display only parts associated with a specific unit.
1. Type the number into the VIN field:
2. Click the Find VIN button to locate the VIN and set the EPC catalog:
The active VIN appears on the toolbar and the path to the vehicle is displayed on the navigation bar.
Using VIN History
The EPC records the last 15 numbers entered into the VIN field. Click the arrow next to the VIN field to view the
VIN history:
Click a number from the list to set the EPC catalog to the unit.
Toggling VIN Filters ON or OFF
When a VIN is active, parts that do not apply to the VIN or serial number are filtered out. To view an
unfiltered list of parts, click the Filters ON checkbox to turn filtering off.
Mark the checkbox to turn filtering on.
Viewing VIN Details
Click a VIN from the toolbar to view decoded information:
Searching for Parts
Once you have selected a product, you can search for a part by keyword or part number. Note: Before selecting a
catalog, you can search for parts by full part number only.
1. Type your search criteria (three characters minimum):
2. Click the Search button or press the ENTER key. The search results appear:
3. Click a part from the list to go directly to the appropriate parts index and illustration.
Search Tips
•
Type two search terms, separated by “and” to find parts containing both terms. Note: You must use the
English version of “and” Translated versions will not work.
•
Type two search terms, separated by a space, to find parts containing either term.
Searching for Parts by Group and Illustration
Once you have entered a VIN or selected a vehicle, you can search for parts by selecting a group and an
illustration.
Parts are divided into groups. Only groups associated with the unit you select will appear. Click a group to display
the illustration thumbnails or a list of illustrations for the group.
Working with the Parts Index
The parts index appears when you navigate to a group and select an illustration thumbnail:
•
The parts index lists the parts displayed in the illustration and includes related information.
•
The Callout column displays callouts numbers that match the callout numbers of the corresponding parts in
the illustration.
•
Click a part name to highlight its part in the illustration.
•
Mark the Show only selected callouts checkbox to display only parts whose callouts are selected in the
illustration.
Viewing Part Details
Click a part number in the parts index to open the Part Details window:
•
Click the Add to Cart button
•
Click the Where Used button
•
Click the Add Note button
•
Click the Price tab to view prices available for the part.
•
Click the Notes tab to view notes attached to the part.
•
Click the Supersession tab to view supersession information for the part.
to add the part to the picklist.
to see other vehicles on which the part can be used.
to add a note to the part.
Viewing Supersession Information
When supersession is available, the supersession indicator appears in the parts index:
Click an indicator to display the supersession information:
Supersession information is displayed with the newest part at the top.
Click the Add to Cart icon
to add the selected part to the shopping list.
Working with Illustrations
Each part in the illustration displays a numerical callout that matches the corresponding callout in the part text.
Clicking a callout highlights the callout in both locations. Click a selected callout to deselect it.
Click and hold to drag the toolbar.
Zoom in or out
Expand the illustration pane to full screen or to return the illustration to its
normal size
Clear selected callouts
Page through the illustrations in the group
Add or edit an illustration note
Print the illustration
Email the illustration
Working with Picklists
Use Picklists to create lists of parts that can be sent to your DMS. The picklist pane appears at the bottom of the
screen:
The picklist pane is normally hidden from view when you first open the EPC. When the picklist is hidden, picklist
icons appear in the lower, right-hand corner of the screen.
Icon
Function
Bring the picklist into view.
Open the picklist in full screen mode.
Hide the picklist.
The Picklist toolbar provides several list management tools:
Item
Function
Clear all parts from the picklist.
Save the picklist.
Print the picklist.
Add a part manually to the picklist.
Show or hide picklist prices.
Send parts to your DMS. This button appears only if
you have configured integration.
Saving a Picklist
Save a picklist so that you can return to a job later or maintain lists of parts used for common repairs.
1. Click the Save button to open the Save Picklists window:
2. Type a picklist name.
3. Click Save.
Managing Picklists
Use Manage Picklists to open, rename, or delete a picklist. Select Manage -> Manage Picklists to open the
Manage Picklists window:
Opening a Saved Picklist
1. Highlight a picklist.
2. Click the Open button.
Renaming a Picklist
1. Highlight a picklist.
2. Click the Rename button.
3. Type the new name and click the Rename button.
Deleting a Picklist
1. Click the Delete button
next to the list you want to delete.
2. Click the Yes button to delete the list.
Displaying Picklist Prices
Select an option from the picklist’s Prices menu to determine which price types will appear on the picklist.
Creating an Estimate
You can use the parts in the picklist to create an estimate for your customer.
1. Add the parts you need to the picklist.
2. Select Manage -> Create Estimate to open the Estimate window:
3. Vehicle information, along with parts and prices from the picklist are imported automatically into the window.
Enter additional information as required.
4. Use the Hide Part Numbers checkbox to hide or show part numbers on the estimate.
5. Use the toolbar to save, print, or email the estimate.
Viewing Notes
The User Note icon
appears when a note is available. It can appear on illustrations, on illustration thumbnails,
or in the part text. Click the icon to view the note.
Manufacturer notes can be attached to illustrations or to parts. User notes can be attached only to parts. Both
note types display the same note icon.
Adding User Notes
Adding a User Note in the Parts Index
1. Click a part number to open the Part Details window.
2. Click the Add Note button to open the Add Note window:
3. Select a note type. Select Global to add the note to other occurrences of the part. Select Current Catalog to
add the note to the part only within the current catalog.
4. Type your note.
5. Click Save.
Adding a User Note to an Illustration
1. On an illustration, click Edit/View Notes icon:
The Illustration Note window opens:
2. Type your note.
3. Click Save.
Editing a Note
1. Click a User Note icon
to open the Part Details window:
2. Click an Edit Note icon
to open the editing window:
3. Edit the note.
4. Click Save.
Importing User Notes
If you used PartsManager Pro or the Suzuki Worldwide EPC previously, you can move your notes to the new
EPC. Importing notes is a three step process.
Step 1: Running the Migration Tool
1. Click Manage -> Manage User Notes to open the User Note Management window.
2. Click the Import button to open the Import User Notes window:
3. Click the Click Here to Download button to open the Migration window:
4. Select a language.
5. Select Suzuki WW or PartsManager Pro and a product:
6. Click Start.
7. Select the location to which you want to save the notes and click the Save button. The default file name is
migratedUserNotes.xml.
Step 2: Selecting a Product
From the Import User Notes window, select a product from the pull down menu in Step 2.
Step 3: Importing the Notes
1. From the Import User Notes window, use the Step 3 Browse button to locate the migratedUserNotes.xml
file.
2. Click Import. The imported notes appear.
3. Click Close.
Additional Vehicle or Unit Information
Additional information may be available for a specific product. Information may differ by product.
Product
Available Information Types
Suzuki ATV
Color Chart, Front Matter
Suzuki Automotive
Assembly Listing, Color Chart, Front Matter
Suzuki Marine
Color Chart, Front Matter
Suzuki Motorcycle
Color Chart, Front Matter
®
®
Additional information is displayed in PDF. You must have Adobe Reader installed on your system to view this
information. The viewer can be downloaded from www.adobe.com.
Viewing Additional Information
1. Select a product (ATV, Automotive, Marine, or Motorcycle).
2. Click Information on the menu bar to display a menu.
3. Select an information type to view the related document.
4. If more than one document is available, a list of available items appears. Click an item to open it.
Sending EPC Feedback
If you notice something wrong, or have a suggestion, please let us know. Your feedback is very important to us.
To send feedback:
1. Select Help -> Feedback to open the Product Feedback window. Information related to the current product
and catalog are entered automatically.
2. Type your message.
3. Click the Send button.