Automotive - Eagle Business Software

Automotive
Table of Contents
Introduction........................................................................................................................................................................................ 1
Technical Support .......................................................................................................................................................................... 1
Overview ........................................................................................................................................................................................ 2
Initial Setup .................................................................................................................................................................................... 4
Installation and Setup ........................................................................................................................................................................ 7
Inventory Folders for Auto Parts ..................................................................................................................................................... 7
Automatically Creating Inventory Folders ..................................................................................................................................... 11
Excise Tax ................................................................................................................................................................................... 14
Core Charges and Returns .......................................................................................................................................................... 16
Creating a core inventory item .................................................................................................................................................. 16
Pricing ............................................................................................................................................................................................. 19
Price Levels ................................................................................................................................................................................. 19
Pricing Markup and Discount Formulas ........................................................................................................................................ 22
Items within a specific inventory folder group ............................................................................................................................ 24
All products made by the same manufacturer ........................................................................................................................... 27
Items in a specific jobber price range or a specific cost range ................................................................................................... 29
Rounding Tables .......................................................................................................................................................................... 32
Point of Sale .................................................................................................................................................................................... 35
Point of Sale Overview ................................................................................................................................................................. 35
Additional Columns ................................................................................................................................................................... 37
eCatalog Lookup Options ......................................................................................................................................................... 38
Inventory Item Entry Options .................................................................................................................................................... 39
Additional Sales Order Menu Options ....................................................................................................................................... 39
Restricting Price Changes within the POS Invoice........................................................................................................................ 41
Special Orders and Drop Shipped Items ...................................................................................................................................... 45
Drop Shipments ........................................................................................................................................................................ 45
Special Orders for Non-Stocked Items ...................................................................................................................................... 45
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Automotive
Keystone Interface ........................................................................................................................................................................... 47
Keystone Interface Overview........................................................................................................................................................ 47
Keystone Interface Setup ............................................................................................................................................................. 48
Checking Keystone Stock ............................................................................................................................................................ 51
Checking Stock and Cost for an Individual Item ........................................................................................................................ 51
Keystone Parts Selector ............................................................................................................................................................... 54
Graphics of Parts ......................................................................................................................................................................... 57
Showing Support Vehicles for an Item .......................................................................................................................................... 59
Inventory Updates ........................................................................................................................................................................ 61
Promotional Pricing ...................................................................................................................................................................... 64
Activating a Flyer for Retail Sales ............................................................................................................................................. 64
Making Price Changes for Flyer Items ...................................................................................................................................... 65
Inactive Keystone Items ............................................................................................................................................................... 67
Inventory List ............................................................................................................................................................................ 67
Inventory Report ....................................................................................................................................................................... 68
Submitting Purchase Orders to Keystone ..................................................................................................................................... 70
WHI Solutions eCatalog Interface .................................................................................................................................................... 73
Overview ...................................................................................................................................................................................... 73
Initial Setup .................................................................................................................................................................................. 74
Configuring WHI within EBMS .................................................................................................................................................. 80
Look Up Automotive Parts ............................................................................................................................................................ 84
Looking Up Items...................................................................................................................................................................... 85
Auto Parts Graphics and Product Details ..................................................................................................................................... 90
Parts Interchange ......................................................................................................................................................................... 92
Substitute Items ........................................................................................................................................................................... 95
Service Intervals with Parts and Labor ......................................................................................................................................... 96
Part Replacement Labor Guide .................................................................................................................................................. 102
Index ............................................................................................................................................................................................. 105
iv
Introduction
Technical Support
Welcome to the instruction manual for the Eagle Business Management System (EBMS)
enhancement tools for the Automotive industry. The inventory and point-of-sale
enhancement tools are targeted for auto parts and auto accessory dealers. In the
sections following, explanations and examples of the available features within the
Keystone Interface module will be explained.
If you need to reach our staff for further help, please contact us.
Eagle Business Software
5351 Lincoln Highway, Gap PA 17527
p: (717) 442 3247 x2 | f: (717) 442 1096
e: Support@EagleBusinessSoftware.com
www.EagleBusinessSoftware.com
Manual Revision 8.1 January 2017
1
Automotive
Overview
The Automotive Aftermarket enhancement tools include a variety of inventory management, point-of-sale, purchasing and parts
lookup tools. The automotive industry specific tools gives the user the ability to manage a large number of auto parts, maintain
pricing, and manage special orders.
Aftermarket jobbers and retailers depend on eCatalogs for up-to-date parts information and availability. Provide your sales team with
tools that will help you deliver every time. By seamlessly integrating extensive product information and business management
features, EBMS provides you with the business intelligence needed to excel in today’s world.
Parts information can be accessed from the order entry window using one of the following options or services:
1.
Auto part details can be accessed from the sales order of EBMS using the WHI Solutions eCatalog. Parts graphics, parts
interchange, substitute items, service intervals, and parts replacement labor guides are available using this eCatalog.
Review the WHI Soluctions eCatalog Interface for more details.
2.
Vehicle accessory details can be accessed directly from eKeystone for customers who have an account with Keystone
Automotive. Accessory details can be accessed by the year, make, and model of the customer's automobile. Review the
Keystone Interface > Keystone Parts Selector section for details on vehicle accessory parts.
3.
EBMS contains a multi-vendor catalog option that allows the user to access a vendor or distributor parts catalog from
within the EBMS sales order or proposal screens. This tool is used to link the parts information directly to the inventory
catalog within EBMS. Parts costs, jobber price, or other list price can be updated regularly from an updated catalog from
the vendor. Review the Multi-Vendor Catalog section of the Inventory documentation for more details.
EBMS contains many pricing tools to manage the mark-up and pricing for a large quantity of parts.




Price levels can be created for specific groups of customers. Review the Pricing > Price Levels section for more details.
Prices can be calculated from costs entered into the purchase order or jobber prices obtained from a vendor catalog.
Review the Pricing > Pricing Markup and Discount Formulas for more details on pricing formulas. Review the Pricing >
Rounding Tables section for details on rounding prices.
Parts pricing can be calculated from the jobber price downloaded from the Keystone catalog or from the cost of the
product. Review the Keystone Interface > Inventory Updates section for more details.
Promotional Keystone pricing can be downloaded directly to EBMS. Review the Keystone Interface > Promotional Pricing
for more details.
Review the Point-of-Sale section
The system calculates sales taxes and excise taxes based on product, point of possession, and customer settings. Review the
Installation and Setup > Excise Tax from within this manual or the Sales > Sales Tax section of the sales EBMS manual.
The EBMS software contains tools to manage parts that are not stocked but are special ordered. Review the Purchasing > Special
Orders and Drop Shipped Items section within the Inventory documentation for more details
POs can be uploaded directly to Keystone for easy and quick order placement with Keystone. Review the Keystone Interface >
Submitting Purchase Orders to Keystone section for more details.
2
Introduction
The automotive aftermarket documentation is a supplement to the main EBMS software documents. The main EBMS
documentation should be available to reference as you review this section since there are many references to the main
documentation. Review the Getting Started > Getting Started Worksheet section of the main manual if the EBMS software has not
been set up or configured by a consultant.
3
Automotive
Initial Setup
The following options must be set within EBMS before the automotive enhancement tools can be accessed from the EBMS
software. Many of the settings shown below will not appear if the Keystone Interface or the WHI Solutions eCatalog Interface
options are not included.
Select Inventory > Options from the main EBMS menu and click on the Automotive tab as shown below:
Enter the location for the Log Folder. This is where the inventory update files will be saved to temporarily.
Enter the Number of Day to Retain Logs for inventory updates. These logs allow the user to see the unedited data downloaded
from eKeystone.
Click on the Keystone Options to open communication settings specific to Keystone. Review the Keystone Interface >
Keystone Interface Setup section for detailed instructions on configuring the web service keys and account numbers.
Show Log Files opens the folder that contains the log files.
The Show My IP Address button shows the current public IP address of the network.
Enter the Price Level for Promotional Flyers. This option is used to download promotional pricing from Keystone. By default
this should be set to ”(All)” so that all price levels are affected by a promotion. The EBMS Special Pricing module must be
purchased to use this feature. Review the Keystone Interface > Promotional Pricing section for more details on promotional
pricing.
The Maximum Margin Without Authorization setting is used to restrict price changes on a sales order. Review the Restricting
Price Changes within the POS Invoice section for more details on this setting.
4
Introduction
Enter the Keystone Vendor ID code. Review the Keystone Interface Setup section for details on creating a Keystone vendor
record and ID.
Select the Automotive Inventory Folder. This defaults where parts are to be placed when importing from an eCatalog. If parts
are not listed within a separate folder, select the root directory (Inventory). Review the Installation and Setup > Inventory Folders
for Auto Parts section for more details on creating the inventory folder.
Review the Keystone Interface > Keystone Interface Setup section for additional Keystone settings
5
Installation and Setup
Inventory Folders for Auto Parts
The inventory folder system in EBMS is an efficient way to organize your inventory. It easily handles the large number of parts
required by the vehicle accessories and auto parts industries. In addition to visually organizing your inventory, the folder system
also gives you an efficient way to change individual aspects such as pricing formulas, or type information, of all the items in a
certain folder.
Refer to the Inventory > Inventory Items > Adding and Deleting Inventory Folders section of the Inventory manual for more details
on creating inventory folders. While the inventory item folders are normally created and maintained by the user, the Keystone
interface and the WHI Solutions eCatalog Interface include a process that creates these folders automatically as new parts are
imported from the eCatalogs. The folder structure is based on the Generic Description and the Manufacturer of the auto part.
The first level of folders identifies the Generic Description of the part, and the next level identifies the Manufacturer. (The folder
structure can also be setup where the first level of folders identifies the Manufacturer, and the next level identifies the Generic
Description. See an EBMS customer service representative to discuss this.)
As a folder or an item is created within a folder, many of the item's default characteristics are set, based on settings within the
folder itself. It is thus possible to set certain defaults on the Inventory folder above, for example, and those defaults will be
inherited by any subfolder and eventually by any items created within those folders. See the main EBMS documentation for more
7
Automotive
information on setting folder defaults. The root folder for all of the Keystone items is identified and can be changed in the
Automotive options, found by selecting Inventory > Options from the main EBMS menu and clicking on the Automotive tab as
shown below:
The Automotive folder was created as the root folder for all the vehicle accessories parts within inventory. Creating a vehicle
accessories folder will separate the accessories parts from other items sold within the store (such as service codes or other
products sold by the user). The root folder Inventory can be selected if the inventory only contains vehicle accessories, but this
is not recommended. Review the Initial Setup for more details on the settings within the Automotive options dialog.
The manufacturer subfolders are labeled using eCatalog's manufacturer value. The folder label can be changed by the user.
Select Inventory > Options from the main EBMS menu and click on the Product Categories tab as shown below:
8
Installation and Setup
Select a folder as shown above and click the Edit Defaults button and click on the Pricing tab to view the standard pricing for a
specific manufacturer (K&N Filter) within this Generic Description (Air Filter). Review the Pricing Markup and Discount Formulas
section for more details on pricing. Click on Properties button and click on the General tab to change the name of a folder as
shown below:
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Automotive
Refer to the Inventory > Inventory Items > Adding and Deleting Inventory Folders section in the Inventory documentation for more
details on creating inventory folders.
10
Installation and Setup
Automatically Creating Inventory Folders
When a new item is imported for a manufacturer line that has never been sold before, a new folder is created to hold this
part. Example: if a Bushwacker Fender Flare is imported for the first time, EBMS will make sure the Fender Flare folder exits
under the Automotive folder. If the folder does not exist it will create it. EBMS will then create the Bushwacker sub folder in
which the item will be placed.
The folder structure can be configured using the following hierarchy :

Root Automotive folder > description > manufacturer

Root Automotive folder > manufacturer > description
Contact an EBMS consultant to change these options
By setting the correct folder defaults of the parent folder, the user can set if EBMS automatically creates items and folders
without prompting. Open Inventory > Options and then open the Product Categories tab. Select a folder and click on the Edit
Defaults button.
Open the Automotive tab as show below:
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Automotive
Select Prompt before importing new item to manually select the folder where an item should be created. The user will see the
following dialog when EBMS is attempting to create an item in a folder which has this option set:
12
Installation and Setup

Choose Yes to create folder(s)

Choose No to manually choose an inventory folder

Choose Cancel to stop import process
13
Automotive
Excise Tax
The EBMS system contains a feature to charge Federal Excise Tax (FET) when certain parts such as tires are sold to the
customer. This tax amount is collected and recorded in a liability account until it is paid to the federal tax agency. The system is
delivered with a pre-configured excise tax inventory item called FET.
The inventory code FET is created to record history and the liability general ledger account. This inventory code will then be
attached to any item that is taxable by a Federal Excise Tax.
Pricing Setup for the FET Item
Go to Inventory > Product Catalog and open an item FET. Open the Pricing tab to see the pricing configuration for this item.
All the formulas must be set to ”(None)” as shown below:
Attaching the FET Item to the Taxable Inventory Items. The FET inventory item must be attached to each item that is taxable.
Complete the following steps to setup FET for a part or item:
14
1.
Open the inventory item such as a tire that requires federal excise tax (FET).
2.
Click on the Automotive tab as shown below:
Installation and Setup
3.
Enter the Excise Tax Amount that is charged for this item.
4.
Save the current inventory item by clicking OK.
Repeat these steps for each inventory item that requires federal excise tax FET.
Note: When an item that has a FET charge is imported from the eCatalog EBMS will automatically set the FET value. The
EBMS inventory process will update this value when the eCatalog updates this value.
15
Automotive
Core Charges and Returns
The EBMS system contains a feature to add a separate core change to select inventory items. The same core item is used when
the customer returns or trades in cores. The core inventory item is used to add core charges, credit a customer for returns, and
track the number of cores in stock. A core inventory item code needs to be created and then attached to the item that contains a
core. Complete the following section if the excise tax inventory item does not exist.
Creating a core inventory item
16
1.
Open the inventory list by selecting Inventory > Product Catalog from the main EBMS menu.
2.
Select the item that needs a core charge and click on the Automotive tab.
3.
Enter the Core Charge as show below:
4.
A Core item will automatically be created in the Inventory > Cores inventory added to the front of the parent items ID
(Example: CORE-H13452) as shown below:
Installation and Setup
Setting the Core Folder Defaults
It is important that the correct defaults are set for the folder where the Core for an item is created. This way all cores are created
with correct formulas. The system should come pre-configured with the following settings.
1. Open Inventory > Options > Product Categories
2. Select Edit Defaults for the Inventory > Cores folder
3. Select the Pricing tab as shown below:
4. Set the following properties for the Pricing tab:
a. Markup (between Cost and Base) = Equal to
17
Automotive
b. Formula (for all Price Levels) = Equal to Cost
5. Select the Advanced tab as shown below:
6. Set the following folder properties for the Advanced tab:
a. Set a Sales and Purchase General Ledger account so that you track the Core sales and purchases separate from
normal sales.
b. Set the Sales returns item selection to the desired attribute.
When the main item is entered on an invoice, the Core item will be added on the following line. The Core item can not be deleted
without first deleting the main item. If the core is being exchanged at the time of purchase, a negative line will need to added for
Core item.
18
Pricing
Price Levels
The EBMS system contains many pricing options including calculations from the jobber price, calculations based on the cost,
special pricing / promotion pricing, and many other options. The system can also calculate pricing based on markup or margin
settings. It is recommended that the user review the Inventory Pricing section of the Inventory documentation since this section
is a supplement to the main EBMS documentation. The user may also create multiple retail price levels to record standard
discounts for groups of items or specific manufacturer (vendor) lines. Click on the Inventory > Options > General tab to open
the options dialog shown below:
Select the Margin option as shown above. Review the Inventory > Inventory Pricing within the inventory documentation for more
details on the settings within this tab.
The goal of the remaining instructions within this section is to explain the standard jobber price, list, retail, and other pricing
options that are used by many Keystone dealers. Select Inventory > Options and click on the Price Levels tab.
The following Price Levels are standard levels used within an auto parts and accessory dealers:



Jobber - The jobber price is copied from eKeystone and may be used as the base price to calculate list, retail, and
other price levels. The Round option should be disabled if the price should not be rounded on price sheets, etc.
List - The list price is listed within the sales invoice (point of sale) screen and is often listed on the printed invoice as
the list price. The Round option should be disabled if the price should not be rounded on invoices, price sheets, etc.
This price level should not be renamed or deleted.
Retail – The retail price is often used as the walk-in price. The Round option should be disabled if the price should not
be rounded on invoices, price sheets, etc. This price level should not be renamed or deleted.
The following Price Levels are an example of custom levels that can be setup by the user:

Garage or Wholesale (or any other level). – Separate price levels should be created for each group of customers that
receive different discounts or markup percentages. The Garage and Wholesale price levels shown below are only
examples. Any price Level description and any number of price levels can be created to meet the need of the user.
The number of price levels should be kept to a minimum (recommended between 2 and 25).
19
Automotive
Select the main retail price level (probably Retail) as the View Level. This setting determines the price level that is displayed
both on the Inventory lookup list and the Keystone Parts Selector as the Store Price. Review the Keystone Interface > Keystone
Parts Selector section for more details on the Store Price listing within the parts selector.
Review the Inventory > Pricing > Default Pricing and Price Levels section of the inventory documentation for more details.
Customers are assigned a Price Level that is used within the point-of-sale system of EBMS. Open a customer record by
selecting Sales > Customers from the main EBMS menu as shown below:
20
Pricing
The price level can be set for individual customers or set for entire groups of customers. Review the Features > Change
Defaults, Filter Down Data and Globally Change Data section of the main documentation.
Price can be altered for a specific customer without creating separate price levels for every variation of pricing by using the
Special Pricing features of the software. Review the Inventory > Pricing > Special Pricing section of the inventory documentation.
Review the Inventory > Pricing section within the inventory documentation for more details on price levels.
21
Automotive
Pricing Markup and Discount Formulas
Pricing within EBMS is set using formulas for each price level. Open an inventory item record and click on the Pricing tab as
shown below:
The Price for each Price Level can be set manual but is normally calculated using a Formula. Click on the Formula drop- down
to select a formula type.
Select one of the formulas shown above to add a markup or margin to the Base Price. The Keystone jobber price is copied to the
Base price when a new Keystone item is created.
The Equal to formula should be used to copy the Base Price (jobber price) as the price level pricing.
The Price can also be calculated from the last Cost using the formulas shown above.
Use the (None) setting to manual set the price rather than using a Formula.
22
Pricing
A formula that adds a margin based on the cost range allows the user to apply a single formula to a large range or parts with a
large range of costs or jobber prices. The range formulas can be calculated from the cost of the product or the base price (jobber
price).
Set the appropriate formula for each price level for each item.
Formulas can be applied to entire groups of items since it is often impractical to set the formula for each individual item. Some
common parts groups that contain the same margin formula are as follows:
• Items within a specific inventory folder group - This option allows the user to set ranges and defaults for a specific user defined
group of items or folder groups. For example, a formula can be set for all the items within a user defined group or subgroup.
Products are grouped within product groups as shown above based on eCatalog's generic description. An accessory group such
as the Air Filter folder group may have subfolders for each manufacturer. Review the Installation and Setup > Inventory Folders
for Auto Parts section for more details on the standard product groups.
• All products made by the same manufacturer - Margins are often applied based on the discount category for a specific
manufacturer. The recommended markup for each product item based on the manufacturer is copied from the eCatalog when
the manufacturer subfolder is created. The system allows the user to change the percentage for all the items that are
manufactured by individual manufacturers or change the markup for only the items within a specific product group.
• Items in a specific jobber price range or a specific cost range - Margins can be set for an entire group of products based on the
jobber price range or the range of costs. For example, the markup may be larger for products with a jobber price that is less than
$10 than for items between $10 and $50. The margin for items over $50 or over $200 can be set to be different than the items
with a lower jobber price. The same bracketed margin settings can be based on the range of the item cost.
Continue with the following sections for detailed instructions to set the pricing formulas based on the 3 product groups listed
above.
IMPORTANT: Make a backup copy of the EBMS data before proceeding with the instructions within this section. Changing
formulas within large groups of products may require the user to restore the information to a previous setting if a mistake is
made.
23
Automotive
Items within a specific inventory folder group
Formulas within the Pricing tab of inventory items can be changed as a group. This group can be limited to a specific folder
group or can include all the inventory items within the EBMS software. Complete the following steps to change a group of items
within a group:
1. Select Inventory > Options from the main EBMS menu and click on the Product Categories tab as shown below:
24
2.
Highlight the root folder group that contain the items that require a price change. For Example, in the example above,
highlight the root folder Inventory to change all the inventory items within the system, highlight the Auto Accessories
folder to change only the auto accessories items within the system, highlight the Air Filter group to change the pricing
for only the air filters, or highlight a manufacturer such as ACCEL to change only the pricing formulas for items in the
ACCEL folder.
3.
Click on the Edit Defaults button.
4.
Select the Pricing tab as shown below:
Pricing
5.
Select the desired Formula for a specific Price level. For example, if the root inventory folder was selected in step 2,
complete the following steps to set the Jobber price level for all inventory items as Equal to as shown above.
6.
Set the formula to the desired option - Equal to in the example above.
7.
Right-click on the Jobber price level line and select Filter Down Formula from the context menu as shown below:
25
Automotive
8.
26
The following dialog will appear with 3 options. Set the option settings as described below:
a.
Select the All manufacturer option to change all items or Specify Manufacturer to only affect a certain
manufacturer line.
b.
Enable the first check mark option to change the formulas within existing inventory items. Only the folder
defaults will be affected by the new formula if this option is disabled.
c.
Enable the 2nd option - Change the price formula for all unit of measures - only to change the formula for all
units of measure. This option has no affect if there are no secondary Unit of measure settings within the
Pricing tab. Review the Inventory > Tracking Counts > Unit of Measure within the Inventory documentation.
d.
The last option should be enabled to change the formula for all subfolders. For example, if the root folder of
Inventory is selected, all the folders within the root folder including all subfolders will be changed by this filter
Pricing
down function. If this option is disabled, only the items within the selected folder will be affected by the filter
down.
9.
Click the OK button and the following dialog will open:
10. Warning: This filter down utility can change a large amount of data. This process cannot be aborted or the information
reversed. Click Yes to complete the filter down process.
11. Repeat steps 6 - 10 for all other unit of measure price levels if the inventory items contain multiple units of measure.
All products made by the same manufacturer
Price margin Formulas often vary based on the manufacturer of the product. If all the products from a certain manufacturer are
located within the same folder, follow steps 1 - 11 in the previous section. Complete the following steps if the manufacturer's
products are scattered within multiple product groups or folders.
1.
Select the folder that contains all the items from a specific manufacturer. For example, multiple product groups within
the Automotive folder contain items from a common manufacturer, select the Automotive folder as shown below:
2.
Click on the Edit Defaults button and select the Pricing tab.
3.
Set the formula for the items for the specific vendor and set the margin values as shown below:
27
Automotive
:
28
4.
After the Formula and Percentage is set for a single price level, right-click on the Price Level line that was changed
and select Filter Down Formula to open the following dialog:
5.
Select the Specific Manufacturer option and then enter the specific Manufacturer ID code.
6.
Enable the first check mark option and disable the 2nd option unless all the different unit of measure markup formulas
are equal.
7.
Repeat steps 3 through 6 for each Price Level.
Pricing
Review the Features > Change Defaults, Filter Down Data and Globally Change Data section of the main EBMS manual for
more details on filtering down information.
Items in a specific jobber price range or a specific cost range
Complete the following steps to create price margins based on the Cost or jobber (Base) price of the item. This feature allows
the user to increase the margin for lower cost items without setting margins individually or product groups. The following steps
need to be duplicated for each group that contains different sets of bracketed pricing.
1.
Select the folder that will inherit the specific group of bracketed pricing. For example, by selecting the Inventory folder,
the user will set all the inventory items with the same bracketed pricing. Select Automotive to set the pricing for only
the Automotive group, or select the product group or manufacturer subgroup.
2.
Click on the Edit Defaults button and select the Pricing tab.
3.
The first step is to determine if the price margin is calculated from the Cost or the jobber (Base) price of the item.
Select the appropriate formula template.
4.
Determine the margins percentages for up to 4 value brackets as shown in the example below:
a.
Review the following example that is based on the Cost of the inventory item. The Retail - A and Retail - B
pricing is based on the bracketed formula. In the example shown below, the Retail - A price is marked up by
75% since the Cost is less than $2 (the 2nd bracket). If the Cost were greater than $100, the price would be
marked up by 30%. This example also contains a rounding table so the markup is not exactly 75%.
29
Automotive
b.
The following example is based on the Base Price. In the example shown below, the Retail - A price is
marked up by 50% since the Base Price is less than $3 (the first bracket). If the Base Price were greater
than $99.99, the price would equal the Base Price.
Review the Installation and Setup > Inventory Folders for Auto Parts for more details on creating auto parts folders and
subfolders.
Review the Inventory > Pricing section within the inventory manual for more details on formulas.
30
Pricing
Review the Keystone Interface > Promotional Pricing section for more details on updating pricing for Keystone Flyers.
31
Automotive
Rounding Tables
The Rounding tables are used within EBMS to round the results of the pricing formulas within the inventory Pricing tab. Complete
the following steps to view or change the rounding table:
Go to Inventory > Inventory Options and click on the Inventory folders tab. The user can set different rounding perimeters for
each inventory folder. For example, the rounding properties for parts may be different than assemblies or whole goods. Grouping
parts in one folder with a rounding table setting and entering a different rounding table in the assembly's folder is an example of
using multiple rounding properties.
Click on any folder and click the Properties button to view the rounding table for the selected folder. Complete the following steps to
set or change the rounding properties for all folders:
32
1.
Return to the Inventory folder list and select the root folder as shown below:
2.
Click on the Properties button and click on the Rounding tab as shown below:
Pricing
The rounding example shown above will round pricing similar to the rounding method used within the legacy Keystone software. The
Round column is not used since the example shown above always rounds up to the next price rather than a standard rounding
calculation. The rounding table in the example above will accomplish the following:

Prices up to 5.99 will round up to the nearest 0.10 and subtract 0.01

Prices up to 25.99 will round up to the nearest 0.50 and subtract 0.01

Prices up to100.99.99 will round up to the nearest 1.00 and subtract .05

Prices up to 500.99 will round up to the nearest 5.00 and subtract 1.00

Prices up to 1000.99 will round up to the nearest 10.00 and subtract 1.00

Prices over 1001.00 will round up to the nearest 100.00 and subtract 5.00
Click on the Filter down entire table option to apply the rounding table to all the items within subfolders of the selected folder.
Warning: all existing rounding tables contained within subfolders will be replaced if this option is selected. If the root inventory item
folder was selected when setting the rounding table, all inventory items within the inventory system will have the rounding table
applied.
Review the Inventory > Pricing > Rounding Calculated Prices section of the inventory documentation for more details on the
rounding table options. This section will also list some more standard rounding table options.
33
Point of Sale
Point of Sale Overview
The order entry systems of EBMS combined with the data supplied by the integrated eCatalogs creates a powerful point-of-sale
system. The software is designed to supply parts information for a large number of items. The EBMS software includes a
customer record that conveniently lists the customer contact information, terms, invoices, quotes, serialized items (which can be
used to track vehicles), work orders, and annual history. The POS system tracks inventory, terms, sales and excise tax,
accounts receivable, sales history, and profits. The EBMS software also contains many work order, purchasing, delivery /
shipping, and accounting tools.
The user should review the Sales > Sales Orders section of the sales documentation before continuing with the following
information, if the user is inexperienced with the order entry system of EBMS.
Many of the functions within the Sales Order dialog depend on the eKeystone interface or the WHI Solutions eCatalog. These
functions will be identified within the following documentation.
Select Sales > Invoices and SOs from the main EBMS menu to open the following dialog:
Enter the customer ID number such as the phone number or other ID. The customer can be selected by clicking on the lookup
button to the right of the Customer ID entry or by typing in the ID code. The customer can also be defaulted to a generic cash
customer’s ID (or blank) by checking and populating the Default sales customer to: option.
35
Automotive
A miscellaneous customer code can be created if the sale does not require customer information. Review the Sales >
Miscellaneous Customers section of the sales manual for more details on creating miscellaneous customers.
Review the following sections for more details on creating and managing customers:
Sales > Customers > Adding a New Customer section of the sales documentation for more details on adding new customers.
Features > Creating Ids section of the main documentation for more details on automatically creating a customer ID.
Sales > Miscellaneous Customers section of the sales documentation for more details on creating miscellaneous customers. A
miscellaneous customer is used if the customer information is not required on the sale.
Press the tab key to move to the next option or use the mouse or tab key to position the salesperson entry. Enter the
salesperson ID or name.
Tip: Specific fields can be set to read only so the tab key ignores user selected entry fields. For example, the terms or other
invoice header fields can be set to read only so the user does not need to tab through these field each time. Review the Getting
Started > Security > Setting Security for a Tab, Entry Field, Button or Process within the main documentation for more details on
setting entry fields as read only.
The Sales person entry located on the sales order screen has a number of options. Review the following steps to set up the
sales person entry options:
36
1.
The sales person entry can be set by the login user, by the customer, or manually by the salesperson at the time of the
sale.
2.
Open the following invoice options by selecting Sales > Options from the main EBMS menu and selecting the
Invoices and S.O.s tab as show below:
Point of Sale
If the Default sales person to user name option is enabled, the system will copy the login user name to the salesperson field.
Disable this option to keep the sales person field blank. Keep the salesperson ID found within the terms tab of the customer
record blank to manually enter the salesperson code at the time of sale.
Additional Columns
The automotive module adds the following additional columns to the detail lines of the sales order:



Manufacturer - this non-edit column displays the manufacturer setting. Review the Inventory Items > Manufacturer
Settings section of the Inventory documentation for more details on the manufacturer setting.
List Price - shows the pricing within the list price level. Note that this price is not stored in the sales order and will
always reflect the current price shown within the inventory item. Review the Pricing > Price Levels section for more
details.
Regular Price - the regular price is based on the View Level setting in the Inventory Options > Price Levels tab. If
the View Level setting is set to (none), as shown below, the regular price will reflect the customers price level setting.
Review the Sales > Customers > Changing Customer Information section of the sales documentation section for more
details.
37
Automotive
Note that the View Level setting is a MS Windows registry setting which must be set for each computer.
eCatalog Lookup Options
The automotive module adds the following additional eKeystone and WHI Solutions functions:
Right click on the Inventory ID of the sales order as shown below:
A.
38
eKeystone Interface
Point of Sale




B.
Show Pricing and Warehouse Stock - Select this option to review Keystone's stock levels per warehouse.
Review the Keystone Interface > Checking Keystone Stock section for more details.
Show Support Vehicles - Use this feature to view the vehicles compatible with a selected part. Review the
Keystone Interface > Showing Support Vehicles for an Item section for more details.
Keystone Parts Selector - Select this option to lookup parts from eKeystone based on year, make and
model. Use the convenient shortcut key of CTRL + W directly from the sales order. Review the Keystone
Interface > Keystone Parts Selector section for more details.
Update Cost and Jobber Price - This options is used to update the inventory item's Cost and Base Price
(Jobber Price) from eKeystone. The Cost and Base Price should be updated regularly using the inventory
update feature within EBMS. Review the Keystone Interface > Inventory Updates section for more details.
WHI Solutions eCatalog Interface


WHI Parts Selector - Select this option to lookup parts from eKeystone based on year, make, and model.
Use the convenient shortcut key of ALT + W directly from the sales order. Review the WHI Solutions
eCatalog Interface > Look Up Automotive Parts section for more details.
Interchange Lookup - Select this option to list parts interchange details. Review the WHI Solutions
eCatalog Interface > Parts Interchange section for more details.
Inventory Item Entry Options
The following inventory part numbers can be entered into the Inventory item ID column of the sales order.




Inventory Item from EBMS inventory - The most common inventory ID used is the inventory item ID entered within the
EBMS inventory record. Review the Inventory Items > Entering New Inventory Items section of the Inventory
documentation for more details.
UPC or other bar code - The code entered within the UPC Code entry of the inventory item is an alternative code that
can be entered into the Inventory item ID column. Review the Bar Codes > Entering Bar Codes within EBMS section
of the sales documentation for more details.
New Keystone Part - Any Keystone part that is listed withing eKeystone can be accessed by typing Keystone's part
number into Inventory item ID column. The interface will access eKeystone online and automatically create the item
within the EBMS inventory list in a similar manner as the Keystone parts selector.
Part from Vendor Catalog - An item can be accessed from any attached vendor catalog by typing the vendor's part
number into the Inventory item ID column. Review the Multi-Vendor Catalog section of the inventory documentation
for more details.
Additional Sales Order Menu Options
Additional options are added to the Edit and View menu's within a sales order as shown below:
39
Automotive
A.
eKeystone


B.
Keystone Parts Selector - Select this option to lookup parts from eKeystone based on year, make and
model. Use the convenient shortcut key of CTRL + W directly from the sales order. Review the Keystone
Interface > Keystone Parts Selector section for more details.
Keystone Stock - Select View > Keystone Stock. Select this option to review Keystone's stock levels per
warehouse. Review the Keystone Interface > Checking Keystone Stock section for more details.
WHI Solutions
A.
A.
WHI Part Selector - Select this option to lookup parts from eKeystone based on year, make, and model.
Use the convenient shortcut key of CTRL + W directly from the sales order. Review the WHI Solutions
eCatalog Interface > Look Up Automotive Parts section for more details.
B.
Interchange Lookup - Select this option to list parts interchange details. Review the WHI Solutions
eCatalog Interface > Parts Interchange section for more details.
The detail sales order lines contain the Purchase Method, Vendor, and Vendor Part Number columns. These settings are
used for special order and drop shipment management. Review the Special Orders section for more details.
40
Point of Sale
Restricting Price Changes within the POS Invoice
The EBMS system gives the manager tools to restrict the user's ability to reduce pricing below a manager specified percentage
or to completely block price changes .


Completely block price changes - This restriction is done by blocking any changes using the security settings within
EBMS. This restriction must be done by a user with administrator rights. Review the Getting Started > Security >
Setting Security for a Tab, Entry Field, Button, or Process within the main documentation for more details.
Restrict the user's ability to reduce the price below a specified margin - Complete the following steps to set up this
optional user restriction:
1.
Log into EBMS with manager rights for the inventory system or as administrator.
2.
Open the keystone options by selecting Inventory > Options from the main EBMS menu.
3.
Click on the Automotive tab to open the following dialog:
4.
Enter the minimum margin percentage allowed within the sales order without manager authorization into the
Minimum Margin Without Authorization entry shown above. Enter zero into this entry to disable the
feature. Enter a zero value to not require any authorization. Click OK to save setting.
5.
Open a sales order by clicking Sales > Invoices and SOs as shown below:
41
Automotive
6.
Place the curser in the Price column of the sales order.
7.
Lower the price below the Minimum Margin Without Authorization value.
8.
Hold both the CTRL and SHIFT keys while tabbing off the Price column to open the Set Security dialog as
shown above. The user must be logged in as an administrator to set security settings. Review the Getting
Started > Security > Setting Security for an Entry Field Button or Process section of the main documentation for
details on security. Set security setting to No Access for any user group that requires authorization. In the
example above all users are required to obtain authorization except for the manager/administrator group.
9.
To logout of EBMS and login using a user name within a restricted group. Review the Getting Started > Security
> Creating Users and Assigning Rights section of the main documentation for more details on security settings.
10. Reload EBMS and open a sales order as shown below:
42
Point of Sale
11. The notification message is displayed when the Price is below the authorized percentage. Click OK to continue.
12. A user that has unrestricted security access must enter their User Name and Password and click OK to
authorize a price with a markup/margin below the Minimum Margin Without Authorization.
43
Automotive
13. If the user clicks on the Cancel button a warning message will be displayed and the Price is restored to its
original value.
44
Point of Sale
Special Orders and Drop Shipped Items
The EBMS Software includes many powerful tools to manage special orders and drop shipped items. Special orders are defined
within this section as any sale to a customer for products or parts that are not in stock. Auto parts and accessory stores often
manage a large number of special order items. Purchasing, pricing, and recording down payments are important steps in
processing special orders properly.
Drop Shipments
EBMS can process special orders that are drop shipped directly from Keystone Automotive. Complete the following steps to
process drop ships from Keystone Automotive:
1.
Keystone requires a separate account to process drop ships. Enter the Drop Ship Web Services Key and Drop Ship
Account Number by clicking on the Keystone Options button within Sales > Options > Automotive tab. Review the
Keystone Interface > Keystone Interface Setup section for more details.
2.
Identify drop ship inventory items by setting the drop ship purchasing method within the inventory item or sales order.
Review the Purchasing > Special Orders and Drop Shipped Items section of the inventory documentation for more
details.
3.
Create a drop ship purchase order for Keystone Automotive. The customers information will be copied from the sales
order to the purchase order and uploading to Keystone Automotive. Review the Purchasing > Special Orders and Drop
Shipped Items > Purchasing Special Orders section of the inventory documentation for more details.
Special Orders for Non-Stocked Items
Complete the following steps to process special orders that are delivered to the store by Keystone Automotive:
1.
Identify special order inventory items by setting the appropriate purchasing method within the inventory item or sales
order. Review the Purchasing > Special Orders and Drop Shipped Items section of the inventory documentation for
more details.
2.
Apply payments for the special order to the sales order. Review the Sales > Invoices > Payment Methods and Terms
section of the sales documentation for more details.
3.
Create a purchase order to vendor for special order items. Review the Purchasing > Special Orders and Drop Shipped
Items > Purchasing Special Orders section of the inventory documentation for more details.
45
Keystone Interface
Keystone Interface Overview
Keystone Parts Interface is a software solution that was developed in cooperation with the Keystone Automotive distributor.
Keystone is the largest distributor and marketer of specialty automotive parts in the world, offering more than a quarter of a
million accessories and performance parts representing over 700 product lines. Keystone has pursued an aggressive strategic
technology initiative, among other things, to establish links with suppliers and customers alike. The company has partnered with
Eagle Business Software to interface the large catalog of parts and information compiled by Keystone Automotive with the
powerful point-of-sale, inventory management, and general accounting features of the EBMS software.
The EBMS software maintains a complete parts list by regularly updating parts information automatically from the eKeystone
data store. The regularly scheduled updates assist the user in maintaining a complete list of parts, maintaining proper pricing,
and downloading costs. This information is easily accessed within the point-of-sale and order entry window. Special orders,
down payments, inventory management, and general accounting functions are all integrated into a single business management
solution.
Parts can be accessed from the order entry window based on the year, make, and model of the customer's automobile. Review
the Keystone Parts Selector section for details on selling parts.
Parts pricing can be calculated from the jobber price downloaded from the Keystone catalog or from the cost of the product.
Review the Pricing > Pricing Markup and Discount Formulas section for more details on pricing. Promotional Keystone pricing
can be downloaded directly to EBMS. Review the Promotional Pricing for more details.
The system calculates sales taxes and excise taxes based on product, point of possession, and customer settings. Review the
Installation and Setup > Excise Tax section or the Sales > Sales Tax section of the sales manual.
Purchase orders can be uploaded directly to Keystone for easy and quick order placement with Keystone. Review the Submitting
Purchase Orders to Keystone for more details.
An internet connection must be available from each workstation that uses any of the keystone interface functions. Complete the
Keystone Interface Setup section before using the Keystone Parts Interface.
This Keystone interface documentation is a supplement to the main EBMS software documents. The main EBMS documentation
should be available to reference as you review this section since there are many references to the main documentation. Review
the Getting Started > Getting Started Worksheet section of the main manual if the EBMS software has not been set up or
configured by a consultant.
Complete the following sections for more details on the installation and setup of the EBMS software.
47
Automotive
Keystone Interface Setup
The Keystone Interface options must be configured before using the Keystone Interface tools within EBMS. The following
options are accessed from within the Automotive tab of Inventory > Options.
Click on the Keystone Options button to open communication settings specific to Keystone Options as shown below:
48
Keystone Interface
1. Enter the Storefront Web Services Key. This software key is provided by Keystone Automotive to give access to
Keystone web services. This key gives the user the access to eKeystone to place orders, look up parts information, and
check stock at Keystone's warehouses. Use the Show My IP Address button to show the current public IP address of the
network. eKeystone requires that this information is given to them when setting up the Web Services Key.
2. Enter the company's Keystone Storefront Account Number. This is the standard Keystone account number.
3. Enter the Drop Ship Web Services Key if Keystone’s drop ship service is used. This software key is provided by
Keystone Automotive to give access to Keystone drop ship web services.
4. Enter the company’s Keystone Drop Ship Account Number if Keystone’s drop ship service is used.
5. Return to the Automotive tab.
6. Enter the Price Level for Promotional Flyers. This option is used to download promotional pricing from Keystone. By
default this should be set to ”(All)” so that all price levels are affected by a promotion. The EBMS Special Pricing module
must be purchased to use this feature. Review the Keystone Interface > Promotional Pricing section for more details on
promotional pricing.
EBMS comes with a vendor (supplier) record pre-configures for Keystone Automotive. Open Expenses > Vendors and open the
Vendors > Auto Parts Suppliers folder to find Keystone Automotive. Open the vendor record to change the account details.
Review the Expenses > Vendors > Adding A New Vendor section of the main EBMS manual for more details on creating
vendors within EBMS.
Enable Default Folder Pricing to use Keystone’s recommended vendor margins for List and Retail when a new
vendor/manufacturer folder is created. Disable Default Folder Pricing to have the margins for a new folder inherit from the folder
it is created in. Review the Inventory Items > Changing Inventory Defaults section within the Inventory documentation for more
details on inventory defaults.
Open Keystone Inventory Update Options to setup what should be affected by Keystone inventory updates.
49
Automotive
The Keystone Inventory Update Options indicate the existing inventory data that is updated by eKeystone.
Last Update indicates the date for the last inventory update file that EBMS downloaded from eKeystone.
Review the Introduction > Initial Setup section for the general automotive settings for this dialog.
50
Keystone Interface
Checking Keystone Stock
The EBMS system allows the user to check Keystone stock and cost right from the POS.
Checking Stock and Cost for an Individual Item
Right click on an item which is in the Invoicing screen and select Show Pricing & Warehouse Stock as shown below:
EBMS will display the results as shown below:
51
Automotive

The Cost displayed is the cost specific to the user Keystone account.

The Price Levels are pulled from the Pricing tab of the inventory item.

The Warehouse Stock Qty. shows the stock Keystone has at the different warehouses.
Checking Stock for All Item on an Invoice
The user can check Keystone’s stock for all the items on the invoice screen by clicking View > Keystone Stock from the
menu as shown below:
52
Keystone Interface
EBMS will display the stock for each item as shown below:
53
Automotive
Keystone Parts Selector
A powerful feature within the EBMS point of sale screen is the ability to access parts information directly from eKeystone. The
feature allows the user to search for parts based on a vehicle year, make, and model. Open the sales invoice or proposal, click on
the Edit menu, and select Keystone Part Selector.
The user can also right-click on the Inventory line and select Keystone Part Selector or use the Ctrl + W shortcut. The following
dialog will appear:
54
Keystone Interface
Select the Year, Make, and Model from the drop-down options on the top of the selector dialog.
Enable the Include Exotic Makes and/or the Include Uncommon Models options to increase the Make and Model option list.
A list of parts categories will appear on the left pane of the dialog. Use the keyboard to position the list and press the enter key to
select a category. The category can be selected by double-clicking on a category option with a mouse.
Category groups and subgroups can be expanded or collapsed by clicking on the [+] and [-] buttons to the left of the options.
Parts that are associated with the selected category options are listed on the right pane along with keystone stock levels.
The Store Stock and Store Price values listed within the parts selector reflect the stock quantity and price of the part listed within
the EBMS software. The Store Stock value (On Hand) can also be viewed within the Count tab of the inventory item.
Double-click on the desired part within the Keystone Parts Selector to insert the part into the order entry window. The part
information is copied from eKeystone to the EBMS inventory system when the part is inserted into the sales order. The information
that is copied and the folder locations of the newly inserted items are set in the keystone option settings. Review the Initial Setup
section for more details on these options.
Detailed stock levels can be accessed from the POS window. Review the Checking Keystone Stock section for more details on
reviewing Keystone stock.
The price level that is shown on the list can be set within the Price Levels tab of Inventory > Options as shown below:
55
Automotive
Select a View Level from the available price levels.
Click OK to save.
56
Keystone Interface
Graphics of Parts
A graphic of a part can be downloaded from eKeystone by completing the following steps:
1.
Open a keystone part by selecting a part from the inventory list. Select Inventory > Product Catalog to open the
parts list and select a part within the Keystone folder.
2.
Click on the Keystone tab as shown below:
3.
Click on the Download Image button to download the image from eKeystone. Keystone does not make graphics
available for all parts.
Instead of downloading the images from Keystone, you can also insert your own graphics.
1. Right-click on the image box and click on the Insert Image… option on the context menu as shown below:
57
Automotive
EBMS does not download the graphics for all keystone parts because of the extensive amount of file space that is required to
store the phones.
NOTE: For optimal performance with large amounts of downloaded graphics, make sure you are using the client/server version
of EBMS. If not, your system performance will be degraded.
To check which version you are running, click on Help > About EBMS. If EBMS server is in the list of Installed Modules, then
you are running the client/server version. Contact your EBMS representative for information on upgrading you installation of
EBMS to client/server.
58
Keystone Interface
Showing Support Vehicles for an Item
The EBMS system allows you check the application guide that Keystone has for an item. The dialog will list the vehicles that are
compatible with the part selected. This lookup option can be accessed by clicking on the Inventory item ID field within any
window including the inventory lookup list as shown below:
Right click on any inventory ID and select Show Supported Vehicles from the context menu.
This can also be done from a Sales Order by selecting Sales > Invoices and S.O.s from the EBMS menu. Enter an inventory
item into the sales order and right click on an Inventory item ID and choose Show Supported Vehicles as shown below:
59
Automotive
EBMS will display the following dialog containing the Year/Make/Model of each vehicle that is compatible with the selected part.
Review the Keystone Parts Selector section for instructions to access parts by vehicle.
60
Keystone Interface
Inventory Updates
The Keystone interface to the EBMS software includes a powerful feature that updates parts information directly from
eKeystone. This utility can be launched from the Inventory > Utilities menu or scheduled to update regularly using Windows
Schedular. To view/change what fields get update open Inventory > Options > Automotive tab and then open Keystone
Inventory Update Options as shown below:

The Description of the item found in Inventory > Product Catalog > General tab.

The Jobber(Base) Price value found in the Inventory > Product Catalog > Pricing tab.

The UPC Code value found in the Inventory > Product Catalog > General tab.

The Weight value found in the Inventory > Product Catalog > General tab.

The Excise Tax value found in the Inventory > Product Catalog > Automotive tab.

The Core Charge found in the Inventory > Product Catalog > Automotive tab.

The Sales Classification value found in the Inventory > Product Catalog > Purchasing tab.

The Manufacturer Information (phone and website) found in the Inventory > Options > Manufacturers tab.
The Keystone Inventory Update utility also updates:
61
Automotive

The Discontinued by Keystone Automotive value found in the Inventory > Product Catalog > Automotive tab.

The Superseding Item found in the Inventory > Product Catalog > Automotive tab

The Jobber Discount (from which the cost is figured) found in the Inventory > Product Catalog > Automotive tab
In addition to the settings found in the Keystone Inventory Update Options of Inventory > Options > Automotive tab,
exceptions can be made per item (or manufacture line by filtering down the folder defaults) as shown below:
If activated, the Exclude from any inventory updates value disables any updates to this item.
If activated, the Exclude from cost updates value only disables cost updates to this item.
Launch the update utility by selecting Inventory > Utilities > Update Keystone Inventory from the main EBMS menu to open
the following dialog:
62
Keystone Interface
The date within this dialog indicates the last update. All inventory changes made since this date will be downloaded. Click
Update to launch the inventory update process. The update may take a significant period of time depending on the size of the
inventory that is downloaded and updated. A dialog will prompt the user when the download is completed.
NOTICE: The Keystone Inventory Update can also be automated to run at night on a Windows scheduled task. Please see an
EBMS representative to have this setup.
63
Automotive
Promotional Pricing
EBMS includes the feature to download product promotions listed on Keystone flyers. The product specials are downloaded
within the Special Pricing system of EBMS. In order to use this functionality you will need to have purchased the Special Pricing
EBMS module. Review Pricing > Special Pricing section of the inventory documentation for more details.
This utility is used to adjust pricing based on Keystone flyers.
Complete the following steps to download the latest promotions:
1.
Launch the download utility by selecting Inventory > Utilities > Get Keystone Flyers.
2.
Select Download Updates at the bottom of the screen.
3.
All promotions are downloaded as shown below:

The View by Manufacturer allows you to query what you see so that you can activate only certain items with Special
Prices.

The Flyer list shows all the Keystone flyers associated with the account.

The bottom inventory list shows the items in the flyer.
Activating a Flyer for Retail Sales
The EBMS utility to Manage Keystone Flyer also gives the user the ability to create special prices for the POS Retail. If a Flyer is
not activated no Special Pricing records will be created to affect retail sales. There are two different way to activate a flyer as
shown below:
64
Keystone Interface
A Flyer has three different Special Pricing statuses. Click on the check box to rotate through them.

The filled box as shown on Flyer F20 above, allows part of the Flyer to be activated by selecting the individual items
with it.

The checked box as shown on Flyer F21 above, activates all the items in a Flyer. This is most commonly used.

A box that isn’t checked will have no Special Pricing records created for it.
Making Price Changes for Flyer Items
This process changes the pricing for all items included within specific flyers. The pricing can be copied from the Flyer or
calculated using a formula as shown below:
65
Automotive





Applies To allows the user to specify which Price Levels are affect by this Flyer. This is normally set to [All] so that all
Price Levels are affected. A specific price level such as Retail may be selected to limit price changes only to a
specific price level.
Selling Price is the recommend amount that Keystone suggests that the item is sold for. This price can be overridden
by the Discount Formula.
The Discount Formula allows the user to change the selling markup percentage for a whole flyer. Right click on the
Discount Formula to change one of the options.
If Reduce to Keystone Flyer Price is used and the regular retail price is lower, EBMS will not raise the price.
Therefore, any Keystone flyer price that is greater than the current price will be unaffected. Pricing will always be
discounted.
Use the Add __% or Add $__ to markup price based on the cost of the item. Note that the Calculate From setting
must equal Cost.
Always click Process after downloading new Flyers or making changes to existing Flyers. Since the promotions are entered with
a range of dates, they do not need to be deletesd after the promotions expire.
66
Keystone Interface
Inactive Keystone Items
EBMS contains a Discontinued by Keystone Automotive option found within each inventory item. This switch is updated each
time the Keystone inventory update utility is launched. Review the Inventory Updates section for more details on the update
utility. Open an inventory item and click on the Automotive tab to view the Discontinued by Keystone Automotive switch as
shown below:



The Discontinued by Keystone Automotive switch is a flag that the item has been discontinued by Keystone and
can only by set by Keystone through inventory updates.
The Superseding Item ID is the inventory item that is replacing the superseded item. Keystone inventory updates
populate this field, but the EBMS user can change this if desired.
Lists can be viewed or printed based on the following query settings.
Inventory List
Complete the following steps to show the inventory items based on the Discontinued by Keystone Automotive switch:
1.
Open the inventory list by selecting Inventory > Product Catalog from the main EBMS menu.
2.
Click on the Find button on the lower side of the inventory list to open the following dialog:
67
Automotive
3.
Click on the Advanced button to open the following query option.
4.
Select the KA_DISCON Database Field as shown above.
5.
Select the is true Operator to list only the items that have the Discontinued by Keystone Automotive option
enabled. Use the is False operator to list all items with the Discontinued by Keystone Automotive option disabled.
6.
Click on the OK button to save the advanced query.
7.
Click OK on the find dialog.
Notice that the items will be displayed on the inventory list based on the status of the Discontinued by Keystone Automotive
option found within the Keystone tab of each item.
Review the Features > Advanced Query Options section of the main manual for more details on advanced query options.
Inventory Report
A similar query can be used for any inventory report. Complete the following steps to print a list based on the Discontinued by
Keystone Automotive option:
68
1.
Open the report menu by selecting File > Reports from the main EBMS menu.
2.
Select the Inventory Item List report within the Inventory > Lists report group as shown below:
Keystone Interface
3.
Click on the Print button to open the print dialog.
4.
Click on the Set Query button to open the following query dialog.
5.
Select the KA_DISCON Database Field as shown above.
6.
Select the is true Operator to print only the items that have the Discontinued by Keystone Automotive option
enabled. Use the is False operator to print all items with the Discontinued by Keystone Automotive option disabled.
7.
Click on the OK button to save the advanced query.
8.
Click Print or Print Preview to print the report.
9.
Notice that the items will be printed based on the status of the Discontinued by Keystone Automotive option found
within the Keystone tab of each item.
69
Automotive
Submitting Purchase Orders to Keystone
Purchase orders can be submitted electronically to Keystone. POs can be communicated to other vendors via a PO document
that can be e-mailed, faxed, or mailed. Purchase orders are created using one of the following 3 methods:



Creating Purchase orders for special orders: Review the Special Orders section for instructions on adding parts within
a special order sales order to a purchase order.
Creating purchase orders for stock items: The EBMS software contains a very powerful purchasing tool that assists
the user in maintaining proper inventory stock levels. The tool also prompts the user when stock is low and needs to
be re-ordered. Review the Inventory > Purchasing section within the inventory documentation for details on the stock
purchasing tools and creating purchasing parameters.
Creating purchase orders and adding items to a PO: Review the Expenses > Purchase Orders section of the main
EBMS documentation for more details on creating or changing purchase orders.
Continue with this section after a purchase order has been created within EBMS containing an order of parts. Complete the
following steps to send a purchase order electronically to Keystone:
70
1.
Open the purchase order as shown below:
2.
Verify that all the parts are listed that you wish to purchase. The quantity Ordered is the quantity that will be submitted
to the vendor. The Received quantity should stay blank until the parts are received from the vendor. An option within
the expense options dialog determines if the Received quantity is copied from the Ordered quantity or kept blank.
Complete the following steps to change the option:
Keystone Interface
a.
Go to Expenses > Options and click on the Invoices and POs tab.
b.
Disable the Default the quantity received to equal quantity ordered option to manually populate the
Received quantity.
Review the Expenses > Purchase Orders section of the main EBMS documentation for more details on adding parts to a
purchase order.
3.
Select Process > Upload PO to Keystone from the purchase order menu as shown below:
4.
The following dialog will appear to verify that you wish to launch the purchase order upload to Keystone.
5.
Click Verify Order to verify Keystone’s projected shipping method, rate, and warehouse location. The following Verify
Order dialog will display:
71
Automotive
If any item is Backordered, Cancelled, or contains AdditonalFees the line will show in red.
6.
Click Upload P.O. to communicate purchase order to eKeystone. The following results dialog will open when the
upload is completed:
7.
The results dialog will display a summary of the results of the purchase order submittal. Scroll the purchase order
detail lines to the left to review the upload results or each product line on the purchase order.
The Submitted column will be checked if the item was properly submitted and the upload result details will be displayed within
the Keystone Submission Status column. Contact Keystone if an error has occurred during the upload.
A purchase order can be uploaded again if errors have occurred or items have been added to a PO.
72
WHI Solutions eCatalog Interface
Overview
The Eagle Business Software contains an interface to the WHI Solutions eCatalog. This powerful tool gives the user the power
to conveniently access auto parts details directly from the EBMS point-of-sale dialogs. This eCatalog interface is an important
tool to serve auto parts customers efficiently and accurately, allowing the user to access application detail based on the
year/make/model of the vehicle or the vehicles VIN number. The eCatalog includes detailed information and parts graphics
about individual auto parts. Labor rates and service interval times are also available based on replacement parts.
The WHI Solutions eCatalog can be interfaced into the EBMS software. Review the Initial Setup section for more details.
The eCatalog can be accessed directly from the EBMS Sales Order or Proposals dialogs. The eCatalog allows a
year/make/model or VIN number lookup for millions of auto parts. The WHI Solutions eCatalog includes the inventory on-hand
quantity and selling price from the EBMS system. Parts can be selected from the eCatalog and imported directly into EBMS
point-of-sale windows. Review the Lookup Automotive Parts section for more details.
Parts details and graphics are available from the WHI Solutions eCatalog. The smart pages include the item graphics,
specification, OEM and after market part number interchange. Review the Auto Parts, Graphics and Details section for more
details.
The Parts Interchange option allows the user to find equivalent part numbers from other manufacturers directly from the EBMS
point-of-sale windows. Review the Parts Interchange section for more details.
The WHI eCatalog will display the substitute items within the application guide. The substitute item detail is entered within the
EBMS inventory system. Review the Substitute Items section for more details.
Service interval details, with parts and labor, are included in the WHI eCatalog interface. Service intervals are displayed by
milage and include the auto parts needed at each interval. The service interval list of parts can be imported directly into the
EBMS sales order or quote. EBMS tasks and work orders can be created directly from the information associated with the
service interval. Review the Service Intervals with Parts and Labor section for more details.
The WHI eCatalog includes a parts replacement labor guide. This guide includes the estimated time it will take to change
individual parts. This labor information can be used to insert labor costs into the EBMS point-of-sale windows and create task
and work order documents. Review the Part Replacement Labor Guide section for more details.
73
Automotive
Initial Setup
The setup of the WHI eCatalog may require technical assistance to properly install. Contact an EBMS customer service
representative for assistance.
To compete the WHI eCatalog Setup, complete the following steps:
74
1.
Contact EBMS technical support for the WHI installer.
2.
Copy the installer image to the local computer.
3.
Select the Run: Install.bat button to open the following window:
4.
Close all applications and click Next.
WHI Solutions eCatalog Interface
4.
Read the License Agreement and enable the I accept this agreement option. Click Next.
75
Automotive
5.
76
In the Install into location, it is recommended to be installed to: C:\WHI\JX, however, this can be changed if the user
desires. Enable the Add to Program Group. Click Next.
WHI Solutions eCatalog Interface
6.
Under the Installation Options, select the appropriate applications to install.
A.
Enable the Frontend UI installation option in order to use the WHI Catalog with EBMS.
B.
The Backend UI installation option needs to installed on the computers from which WHI eCatalog options
are configured. This does not need to be installed on all computers. Click Next.
77
Automotive
7.
The Application Configurations should be completed as follows:
A.
In the Client Properties section:
a.
Enter the Location ID that was provided when the account was set up.
b.
The Stand Alone option should not be selected in order to use with EBMS. This is only
used in non EBMS environments where the JX is never connected to an integrated POS system.
B.
In the HTTP Proxy Properties section:
.
Enable the IP address option and enter the IP address and Port if the use of proxy
server is required. This information is usually left empty.
C.
In the POS Properties (this is the IP Address and Port through which EBMS receives from WHI) section:
.
Enter the IP Address and Port.


78
The IP Address should always be 127.0.0.1
Port is recommended to be set to 63502. This can be changed according to the
preference of the system administrator. Contact EBMS technical support if installing on
a terminal server for multiple users.
WHI Solutions eCatalog Interface
D.
In the POS Request Handler Properties (this is the IP Address and Port through which EBMS
sends to WHI) section:
.
Enter the IP Address and Port.


E.
The IP Address should always be 127.0.0.1
Port is recommended to be set to 63501. This can be changed according to the
preference of the system administrator. Contact EBMS technical support if installing on
a terminal server for multiple users.
In the WHI Remote Server section:
.
Enter the IP Address (or domain name) and Port that will be used by the JX eCatalog to
access WHI’s JX remote server. This should be provided when the WHI account is setup. Click
the Next button.
8.
Click Next after installation is successful.
79
Automotive
9.
Click the Finish button.
Configuring WHI within EBMS
80
1.
Log into EBMS using the correct Username, Password, and Company. You may get a notifications that the WHI JX
interface needs to setup.
2.
Go to the Inventory > Inventory Options from the main EBMS menu and open the Automotive tab. Click on WHI
Options, as shown below:
WHI Solutions eCatalog Interface
3.
Click on the WHI Options button, as shown below:
81
Automotive
4.
82
In the EBMS sends to WHI on port: and EBMS receives from WHI on port dialogs, enter the port numbers that
were specified while setting up the JX client, as shown below:
WHI Solutions eCatalog Interface
5.
Set the JX eCatalog software installation folder location to the same location that was specified while setting up the
JX client, as shown below:
6.
Specify service item for Labor A, B, C and D so that when a service is pulled in from the WHI JX eCcatalog, EBMS
knows what service item to use.
7.
Close the WHI Options window and Click OK to exit Automotive tab of Inventory Options.
8.
Restart EBMS.
9.
The WHI JX eCatalog should automatically open in the background without any notification in EBMS that it could not
communicate.
83
Automotive
Look Up Automotive Parts
WHI eCatalog allows you to look up automotive replacement parts by year, make, model application guide and quickly import
parts to the EBMS sales order. The eCatalog has an extensive catalog of automotive part numbers and applications.
The WHI eCatalog can be opened from a Sales Order in one of the following ways:
84
1.
Select Edit > WHI Part Selector as, shown below:
2.
Right click on the context menu and select WHI Part Selector (Alt + W), as shown below:
WHI Solutions eCatalog Interface
Looking Up Items
1.
From a Sale Order open the WHI eCatalog using one of the methods above.
2.
Click on the application (Example: 2011 > Ford > Pickup F150 1/2 Ton > V8-4951cc 5.0L FLEX/FI Vin F), as shown
below:
85
Automotive
86
3.
Click on the Group of parts (Example: Ignition/Filters).
4.
Click on the desired Subgroup, as shown below:
WHI Solutions eCatalog Interface
5.
Once the desired Subgroup(s) are selected, click Parts.
6.
Parts are displayed. Here are some of the field definitions:
A.
QOH: EBMS On Hand Count
B.
PV: Quantity needed per vehicle
C.
Sell: EBMS Price for the current customer
D.
Core: If the EBMS inventory has a CORE charge it will be displayed here
E.
SP icon: WHI Smart Pages with additional information and specification for this part number
87
Automotive
7.
Select the desired Part Number from the list by one of the following methods:
A.
Mouse
a.
b.
B.
88
Click on the line.
Click on Enter in the bottom right
Keyboard
a.
Enter the line # in Item field
b.
Hit Enter.
8.
If multiple Subgroups were selected the user can change to the next Subgroup by clicking Next or Prev in the current
Subgroup display in the upper right hand.
9.
After all the desired part numbers are selected and added to the cart click on the Invoice button or F11 at the bottom
right hand of the screen.
WHI Solutions eCatalog Interface
10. EBMS adds the part number to the Sales Order with the application listed on the line above it as shown below:
89
Automotive
Auto Parts Graphics and Product Details
The WHI eCatalog Smart Pages allows the user to see parts graphics and product details for an inventory item. A visual
representation of the part may assist the user in identifying the application.
When looking up a part in the WHI eCatalog you can view additional information/pictures for an item by clicking on the camera
icon in the SP (Smart Pages) column.
Following is an example of a Smart Page:
90
WHI Solutions eCatalog Interface
91
Automotive
Parts Interchange
WHI allows the user to enter a non-stocking manufacturer's part number and have it interchange to an equivalent stocking
manufacturer part number. It also allows the user to find a part to which there is no application guide. The WHI Interchange can
be opened from a Sale Order in one of the following three ways:
92
1.
Click Edit > Interchange Lookup from a Sales Invoice Entry as shown below:
2.
In the context menu, right click in the sales order detail area and click Interchange Lookup as shown below:
WHI Solutions eCatalog Interface
3.
Enter a part number in the Sales Order detail. The user can enter the part number they want interchanged in the
Inventory ID field and tab off. The following dialog will appear if EBMS cannot find the part number in the EBMS
inventory:
93
Automotive
4.
Select the Interchange button.
5.
The WHI Interchange window will open.
6.
Click on the part type that applies to the part number being interchanged and then click OK all the correct
Manufacturer lines are setup in the WHI Administration dialog.
7.
WHI Interchange will load a list as shown below:
8.
Select the desired Part Number from the list by using one of the following methods:
A.
B.
9.
Mouse
a.
Click on the line.
b.
Click Enter in the bottom right corner
Keyboard
a.
Enter the line # in Item field
b.
Hit Enter
After the desired part number(s) is selected and added to the cart click on the Invoice button or F11 at the bottom
right hand of the screen.
10. EBMS will add the part number(s) to the Sales Order.
94
WHI Solutions eCatalog Interface
Substitute Items
If substitute items have been setup in EBMS, WHI will display them in the eCatalog giving the user quick access to alternative
part numbers. After market part numbers listed within the Substitute Item table of an OEM part is an important set of data to
properly assist customers.
Substitute Items are listed in EBMS as shown below:
The substitute items will appear with the part in the WHI eCatalog as shown below:
95
Automotive
Service Intervals with Parts and Labor
WHI eCatalog gives the ability to know the parts and labor needed to service an application at a particular mileage interval. The
labor and parts can be quickly imported to the sales order to quickly bill or quote a service job.
To setup service intervals with parts and labor in EBMS go to the main EBMS menu select Inventory > Options > Automotive
tab as shown below:
Click on the WHI Options button and following window will appear:
Enter the EBMS Service Item for Labor A, B, C, and D with the correct hourly rate for each Service Item. The same EBMS item
can be used for all service items if desired.
WHI Maintenance Service Interval (Parts and Labor)
Complete the following steps to import a materials list with service items and parts into a sales order:
96
1.
Open the WHI eCatalog from the Sales Order.
2.
Look up an application, i.e. 2005, Chevrolet, Silverado 1500, V6-262ci 4.3L.
3.
Click Service Intervals to open the following dialog:
WHI Solutions eCatalog Interface
4.
Select Service Intervals and the following dialog will appear:
5.
Click the View Interval Data button. WHI eCatalog displays Service Intervals that are specific to the mileage select.
They display the service items individually or as a service maintenance set. The maintenance sets are marked with a
S as shown below:
97
Automotive
6.
98
Select the maintenance group or individual item by entering the item number of the service. For example, S1.
Sometimes maintenance intervals also have items attached to them, For example, Air Filter. If this is the case WHI
eCatalog will highlight the line number and require the user to Resolve by selecting the appropriate part.
WHI Solutions eCatalog Interface
Resolve by completing the following steps:
1.
In Resolve Item enter the line number # that needs resolution and hit the enter key as shown below:
99
Automotive
100
2.
The WHI eCatalog opens the part group for the item that needs to select (Example: Air Filter). Select the desired
number # and hit the enter key as shown below:
3.
Once the desired part has been selected click on Close Catalog button. If there are additional service items that are
still highlighted, you will need to resolve them before WHI eCatalog will allow the service interval to be added to WHI.
4.
Once all the items have been resolved Click Invoice [F11] to return back to EBMS.
WHI Solutions eCatalog Interface
5.
EBMS will create a materials list with the service items and parts as shown below:
If the EBMS task module is present tasks can now be created from the service items.
101
Automotive
Part Replacement Labor Guide
WHI eCatalog can give you the estimated labor time to replace a specific part. This information is important to scope a service
project. Estimated labor times can also be used to generate flat rate fee's for common service applications.
Complete the following steps access the labor replacement guide:
102
1.
Open the WHI eCatalog from the SO.
2.
Look up an application: 2005, Chevrolet, Silverado 1500, V6-262ci 4.3L.
3.
Select the Part Group (Example: Belts/Hoses/Cooling)
4.
Select the Subgroup (Example: Water Pump, Fan Blade / Clutch)
5.
Click on Labor.
6.
WHI eCatalog displays a list of replacement times for items thaat are in this section.
7.
Enter the line # for the part that is being replaced and click the enter key as shown below:
8.
After all of the labor has been selected click Invoice [F11] to return to EBMS as shown below. (Most likely the part will
also be selected)
WHI Solutions eCatalog Interface
The service item will be added to the EBMS invoice. If the task module is present a service task can be created at this time.
103
Index
A
Components................................................................ 14, 16
Account Number .......................................................... 46, 48
Core Charges and Returns ............................................... 16
Activating ........................................................................... 65
Core Folder Defaults ......................................................... 16
Flyer............................................................................... 65
Core item .......................................................................... 16
Additional Columns ............................................................ 35
Cost updates ..................................................................... 62
Advanced Query ................................................................ 68
Count .......................................................................... 54, 86
Air Filter ................................................................... 7, 22, 98
Create Purchase Orders ................................................... 71
highlight ......................................................................... 22
Customer ID ...................................................................... 35
All manufacturer ................................................................ 22
D
Auto Accessories ..................................................... 1, 19, 22
Data Entry Field ................................................................ 35
highlight ......................................................................... 22
Setting Security ............................................................. 35
select ............................................................................. 22
Disable Default Folder Pricing ........................................... 48
Auto Parts................................. 1, 2, 7, 19, 22, 46, 48, 75, 92
Discount Formulas ...................................................... 22, 65
Auto Parts Suppliers .......................................................... 48
Download Image ............................................................... 57
Automotive folder ............................................................... 11
Drop Shipments .......................................................... 35, 46
Automotive options .............................................................. 7
E
B
Eagle Business Management System ................................. 1
Backordered ...................................................................... 71
Eagle Business Software .............................................. 1, 47
Base Price ................................................... 4, 16, 19, 22, 35
EBMS On Hand Count ...................................................... 86
C
EBMS Price....................................................................... 86
Calculate From setting ....................................................... 65
EBMS Special Pricing ................................................... 4, 48
Cancel button .................................................................... 42
ECatalog ........................................................ 2, 4, 14, 75, 97
Cancelled .......................................................................... 71
ECatalog Lookup Options ................................................. 35
Classification ............................................................... 14, 62
ECatalog updates.............................................................. 14
Set ................................................................................. 14
Edit Defaults....................................................... 7, 11, 16, 22
Client Properties ................................................................ 76
Edit menu.......................................................................... 54
Close Catalog .................................................................... 98
EKeystone Interface .......................................................... 35
105
Automotive
Enable Default Folder Pricing ............................................ 48
HTTP Proxy Properties ..................................................... 76
Excise Tax ............................................. 2, 14, 16, 35, 47, 62
I
Expenses..................................................................... 48, 71
Identifies ............................................................ 7, 35, 46, 92
F
Ignition/Filters.................................................................... 86
Fender Flare folder ............................................................ 11
Image box ......................................................................... 57
FET item ............................................................................ 14
Inactivate Inventory Items ................................................. 68
Attaching ........................................................................ 14
Inactive Keystone Items .................................................... 68
FET value .......................................................................... 14
Include Exotic Makes ........................................................ 54
Filter Down Formula .......................................................... 22
Include Uncommon Models ............................................... 54
Flyer F20 ........................................................................... 65
Individual Item .................................................. 22, 51, 65, 98
Flyer Items......................................................................... 65
Initial Setup ..............................................................4, 54, 76
Folder Pricing .................................................................... 48
Insert Image ...................................................................... 57
Formula ..............................................2, 7, 14, 16, 22, 32, 65
click on .......................................................................... 57
Cost using ...................................................................... 22
Installation Options............................................................ 76
pricing ............................................................................ 14
Installed Modules .............................................................. 57
Set ................................................................................. 16
Interchange Lookup .................................................... 35, 94
G
Inventory Folders ..................................... 4, 7, 11, 16, 22, 32
General Ledger account .................................................... 16
Inventory ID............................................................35, 51, 59
Generic Description ....................................................... 7, 22
Inventory item .... 7, 14, 16, 22, 32, 35, 46, 51, 54, 57, 59, 62,
68, 92
Get Keystone Flyers .......................................................... 65
Inventory Item Entry Options ............................................. 35
Getting Started Worksheet................................................... 2
Inventory item ID ......................................................... 35, 59
Graphics ...................................................... 2, 47, 57, 75, 92
Inventory Item List ............................................................. 68
Parts .............................................................................. 57
Select ............................................................................ 68
Graphics and Product Details ............................................ 92
Inventory List.............................................. 16, 35, 57, 65, 68
Graphics of Parts ............................................................... 57
Groups ................... 2, 19, 22, 32, 42, 54, 68, 76, 86, 98, 104
H
Highlight ............................................................................ 22
106
Inventory Options . 4, 7, 11, 16, 19, 22, 32, 35, 42, 48, 54, 62,
76, 98
Inventory Pricing ......................................................... 19, 32
Inventory Purchasing ........................................................ 71
Index
Inventory Report ................................................................ 68
Keystone Parts Selector .........................................19, 35, 54
Inventory Updates ............................................................. 62
Keystone pricing ........................................................... 2, 47
Invoice Entry...................................................................... 94
Keystone Stock ......................................................35, 51, 54
IP Address ............................................................... 4, 48, 76
Keystone Storefront ...................................................... 4, 48
Item FET............................................................................ 14
Keystone Submission Status ............................................. 71
Item ID......................................................................... 16, 35
Keystone Vendor ID ............................................................ 4
J
Keystone Vendor Setup .................................................... 48
Jobber Discount................................................................. 62
Keystones Web ........................................................4, 14, 48
Jobber Price ................................................ 2, 19, 22, 35, 47
L
Jobber price level line ........................................................ 22
Labor ............................................................. 75, 76, 98, 104
JX eCatalog ....................................................................... 76
Last Activity Date .............................................................. 68
K
Last Update ...................................................................... 48
Keystone Account Number ............................................ 4, 48
License Agreement ........................................................... 76
Keystone Automotive ..........................2, 4, 46, 47, 48, 62, 68
Read.............................................................................. 76
Keystone catalog ........................................................... 2, 47
List Price ..................................................................2, 19, 35
Keystone Flyer Price.......................................................... 65
Location ID........................................................................ 76
Keystone Flyer Promotional Pricing ................................... 65
Log Folder........................................................................... 4
Keystone Flyers ....................................................... 4, 22, 65
Look Up Automotive Parts ................................................. 86
Keystone Interface ..................................... 1, 4, 7, 47, 48, 62
M
Keystone Inventory Folder ................................................... 4
Manage ............................................................................. 65
Select ............................................................................... 4
Manufacturer Information .................................................. 62
Keystone Inventory Update Options............................. 48, 62
Margin .......................................................... 4, 19, 22, 42, 48
setup .............................................................................. 48
Mark option ....................................................................... 22
Keystone Inventory Updates .............................. 4, 48, 62, 68
change .......................................................................... 22
Keystone item ................................................................ 7, 22
Markup ....................................................... 16, 19, 22, 42, 65
Keystone Options .......................................................... 4, 48
Pricing ........................................................................... 22
Keystone Options button.................................................... 48
Maximum Margin Without Authorization setting ................... 4
Keystone Parts .......................................... 19, 35, 47, 54, 57
Maximum Price Change on SO ........................................... 4
107
Automotive
Minimum Authorized Margin .............................................. 42
POS Invoice ...................................................................... 42
Minimum Margin Without Authorization .............................. 42
POS Properties ................................................................. 76
Miscellaneous Customers .................................................. 35
POS Request Handler Properties ...................................... 76
Model ...............................................2, 35, 47, 54, 59, 75, 86
POS Retail ........................................................................ 65
N
POS window ..................................................................... 54
Next Subgroup................................................................... 86
Price Changes ................................................... 4, 22, 42, 65
No Access ......................................................................... 42
Restricting ..................................................................... 42
No Count ........................................................................... 14
Price level pricing .............................................................. 22
O
Price Levels ..................... 2, 4, 16, 19, 22, 35, 48, 51, 54, 65
On Hand ............................................................................ 54
Print Preview ..................................................................... 68
Options button ................................................................... 46
Process ...................................... 7, 11, 14, 22, 46, 62, 65, 71
Options dialog.............................................................. 19, 71
WHI Solutions eCatalog Interface include ........................ 7
Ordered option................................................................... 71
Program Group ................................................................. 76
Orders .................................. 2, 35, 47, 48, 54, 65, 71, 75, 76
Add................................................................................ 76
EBMS containing............................................................ 71
Promotional Flyers ........................................................ 4, 48
Overview ........................................................... 2, 35, 47, 75
Promotional Pricing ....................................................... 2, 65
P
Properties button ........................................................... 7, 32
Part Number .......................................................... 35, 86, 94
Proposals .................................................................2, 54, 75
Part Replacement Labor Guide.............................. 2, 75, 104
Purchase Method ........................................................ 35, 46
Parts ..... 2, 4, 7, 11, 14, 19, 22, 32, 35, 46, 47, 48, 54, 57, 59,
65, 71, 75, 86, 92, 94, 97, 98, 104
Purchase Order .................................................. 2, 46, 47, 71
R
EBMS adds .................................................................... 86
Record ............................................. 4, 14, 19, 22, 35, 46, 48
Graphics ........................................................................ 57
Regular Price .................................................................... 35
setup FET ...................................................................... 14
Reports ............................................................................. 68
Parts Interchange .............................................. 2, 35, 75, 94
Resolve ............................................................................. 98
Parts pricing .................................................................. 2, 47
Retail ............................................................... 19, 22, 48, 65
Password..................................................................... 42, 76
Retail & Wholesale ............................................................ 19
Point of Sale Overview .................................................. 2, 35
Retail Percentage.............................................................. 65
Populate ................................................................ 35, 68, 71
108
Index
Retail Sales ....................................................................... 65
Shipped............................................................ 35, 46, 48, 71
Retain Logs ......................................................................... 4
Show Log Files ................................................................... 4
Day .................................................................................. 4
Show My IP Address ..................................................... 4, 48
Review ................................................................................ 2
Show Pricing ............................................................... 35, 51
Point ................................................................................ 2
Showing Support Vehicles .......................................... 35, 59
Root Automotive ................................................................ 11
Single Component............................................................. 14
Round pricing .................................................................... 32
Smart Pages ............................................................... 75, 92
Rounding Calculated Prices............................................... 32
Special Orders ....................................... 2, 35, 46, 47, 65, 71
Rounding table setting ....................................................... 32
Special Orders and Drop ................................................... 46
Rounding Tables ......................................................... 22, 32
Special Pricing ............................................................ 19, 65
S
using.............................................................................. 19
Sale Overview ................................................................... 35
Special Pricing EBMS ....................................................... 65
Point .............................................................................. 35
Specific Manufacturer ID ................................................... 22
Sales Order Menu Options ................................................ 35
Stock.......................................... 2, 16, 46, 48, 51, 54, 71, 94
Sales Orders ........ 2, 4, 35, 42, 46, 54, 59, 71, 75, 86, 94, 98
Checking ....................................................................... 51
Sales Person ..................................................................... 35
Stock Qty .......................................................................... 51
Sales Tax ...................................................................... 2, 47
Store Price .................................................................. 19, 54
Security ....................................................................... 35, 42
Store Stock ....................................................................... 54
changes using ................................................................ 42
Storefront .......................................................................... 48
Selling ............................................................................... 65
Subfolders................................................................... 22, 32
Price .............................................................................. 65
selected ......................................................................... 32
Service Intervals with Parts and Labor ............................... 98
Submitting Purchase Orders ......................................... 2, 71
Service Item ........................................................ 76, 98, 104
Keystone ................................................................... 2, 71
Set Query button ............................................................... 68
Submitting Purchase Orders to Keystone ...................... 2, 71
Setting Security ........................................................... 35, 42
Substitute Item table ......................................................... 97
Data Entry Field ............................................................. 35
OEM part ....................................................................... 97
Setup FET ......................................................................... 14
Substitute Items .......................................................2, 75, 97
part ................................................................................ 14
Superseding ...................................................................... 68
109
Automotive
T
VIN number ....................................................................... 75
Task .............................................................. 62, 75, 98, 104
W
Taxable ............................................................................. 14
Warehouse Stock ........................................................ 35, 51
Technical Support .......................................................... 1, 76
Water Pump .................................................................... 104
Track ................................................................................. 16
Web Services Key ....................................................4, 46, 48
Core ............................................................................... 16
WHI Administration ........................................................... 94
U
WHI Catalog...................................................................... 76
Unit .................................................................................... 22
WHI eCatalog............................... 75, 76, 86, 92, 97, 98, 104
UPC Code ............................................................... 4, 35, 62
WHI eCatalog displays .................................................... 104
Enable ............................................................................. 4
list................................................................................ 104
Update Keystone Inventory................................................ 62
WHI eCatalog Setup ......................................................... 76
Updating Parts ............................................................. 47, 62
compete ........................................................................ 76
Upload PO ......................................................................... 71
WHI Interchange ............................................................... 94
Keystone ........................................................................ 71
WHI JX eCatalog............................................................... 76
User Name .................................................................. 35, 42
WHI JX eCcatalog ............................................................. 76
Utilities............................................................. 22, 62, 65, 68
WHI Maintenance Service Interval .................................... 98
V
WHI Options................................................................ 76, 98
Value ................................................7, 14, 16, 22, 42, 54, 62
WHI Part Selector ....................................................... 35, 86
Vehicle Accessories......................................................... 2, 7
WHI Remote Server .......................................................... 76
Vendor Catalog.............................................................. 2, 35
WHI Smart Pages ............................................................. 86
Vendors ........................................ 2, 4, 19, 22, 35, 46, 48, 71
WHI Solutions eCatalog ................................... 2, 4, 7, 35, 75
Verify ................................................................................. 71
WHI's JX ........................................................................... 76
following ......................................................................... 71
Wholesale ......................................................................... 19
View Interval Data button ................................................... 98
Windows Schedular .......................................................... 62
View Level ............................................................. 19, 35, 54
110