Catalog
Overview
The Catalog page is used to specify catalog information, for users connecting to the Epicor catalog. Users must define the server’s IP address in this area to be able to use the catalog on all workstations. This area is used in conjunction with information set in C:\Webcat.
General tab
Connection Information
Host Address: enter the server’s IP address (internal). If the server’s IP address changes, the information must be adjusted here as well as on the SPEDS setup in C:\Webcat.
Host Port: enter the host port that was entered into the SPEDS program.
Supplier Name: enter the supplier name. Typically, “TS” is used as a default, but the information can be found by going to C:\Webcat\SetupAdmin.
Customer Name: enter a customer name if required for the Federated catalog setup. For Epicor, leave the field blank.
Lookup Style
Vehicle First: choose Vehicle First to start all catalog searches by entering the vehicle information first.
Part / Labor Groups First: choose Part / Labor Groups First to start all catalog searches by searching for parts first. Selecting this choice will bypass entering an engine size if it is not required for the part.
Display Style
Display By Part Description: select Display By Part Description to display returned records in the catalog by part. For example, filters will be sorted by Air, Oil, and Fuel. If de-selected, filters will sort by Manufacturer.
Default to Hide Non Stocked Parts: if checked, non-stocked parts will not show. To display the non-stocked parts, users will need to click “Show non-stocked”.
Previous Vehicles
Previous Vehicles To Display: enter the number of previous vehicles to display when users click F9 (show previous vehicles)
Non Catalog Vehicles
Save entered info for future selection: if checked, entered non-stocked vehicles will be saved and attached to the customer record for future use.
PhaseOuts
Configure MFG Phase Outs…: click the box to configure manufacturers that plan to be phased out. The logic is similar to superseded parts within the inventory.
Additional Qty Info Fields: select one or two additional qty fields that will display in cataloging.
Field One Caption:
Field Two Caption:
Alpha Search
Limit Search for Current Vehicle: if checked, an alpha search will only search for parts compatible with the entered vehicle. If not checked, the alpha search will return all parts, regardless of vehicle compatibility.
Availability Checks
Initiate Availability Check when item is selected: if checked, once an item is selected the system will immediately do an availability check (if qty on hand is insufficient)
Hide price until Availability Check is complete: if checked, pricing will not display until all availability checks are completed.
Use Catalog Price if no Availability Check and Item is added to Ticket: if items are added to the ticket without an availability check being run, the catalog price will display on the ticket.
Maintenance Schedule Intervals to Returns: Maintenance scheduled intervals allow users to see requirements at certain mileage. Choose to receive information by one of the three choices below. The requested information will display at the bottom of the catalog screens.
Choose from:
Save Group Description to Transaction: if selected, the group description will be saved on each transaction line in Point of Sale. When transactions are saved and the information is sent to the Cube, the group description will be available for users to select instead of the generic Labor part (or Parts part) that is setup in inventory. This will give the users much more user-friendly information when reporting.
Choose one, both, or neither:
Pricing tab
Labor Rate Part Numbers: after entering a part number into inventory to represent each of the four skill levels and their prices, the part numbers will be added to each skill level below. Labor parts added to tickets from the catalog will be added with the corresponding skill level part and charged the appropriate price. The Qty sold will be determined from the catalog (using the time limit suggested) and can be adjusted once the line item is added to the ticket.
Skill Level A:
Skill Level B:
Skill Level C:
Skill Level D:
Pricing License: select Limited or Unlimited, depending on the pricing license that was purchased from Epicor.
Limited
Unlimited
Displayed Cost Field: Select the appropriate cost that will display on the catalog screen.
Choose from:
Use List Price From Catalog…
For stocked items: a check in the box will display the List Price from the catalog on the ticket. Please note: this will overlay the List Price coming from the inventory.
For Non-Stocked items: a check in the box will display the List Price from the catalog on the ticket.
Additional Info tab
Data Expiration
Check Data Expiration: click the box to check the expiration date of the current data.
See also