Alliance Supplies & Accessories

The Alliance Supplies & Accessories Catalog is a non-application catalog that returns data for parts that are not vehicle specific, such as tools. The Alliance Supplies & Accessories (ALLeCat - Supplies, Accessories & Tools) Catalog screen is used to search this data.

 

Access the Alliance Supplies & Accessories (ALLeCat – Supplies, Accessories & Tools) Catalog screen:

 

Menu Path: Invoicing, Invoicing Screen, Invoice screen.

 

 

Access an account. Click the 'Menu' button and select 'Alliance AST' to access the Alliance Catalog in the embedded browser.

 

 

The embedded browser displays the 'Category' of 'Accessories and Fluids' and an 'Accessories Supplies Tools' search options to locate the desired item.
 

 

Back To Inv
Returns to the Invoice screen.

Back To Catalog
Returns to the previous Catalog screen.

Source It
Displays the Sourcing screen to order items that are either Special Order or out of stock. 

Brand
Filters the 'Category', 'Group(s)', and 'Segment(s)' data returned by brand. Options are a specific brand value or 'All' (default). 'All' returns results for all brands. 

Search Tab
Allows search by 'Part Description' and 'Part Number'. Accelerator key is 'Ctrl' + 'S'.

Part Description
Filters the returned data by a single part description. Is a separate lookup and cannot be used in conjunction with the 'Part Number' field. Results are narrowed when a specific brand was entered in the 'Brand' field.

Show Results
Initiates the catalog lookup of the requested parts that match the part description. Accelerator key is 'Ctrl' + 'R'.

Part Number
Filters the returned data by a single part number. Is a separate lookup and cannot be used in conjunction with the 'Part Description' field. Results are narrowed when a specific brand was entered in the 'Brand' field.

Show Results
Initiates the catalog lookup of the requested part number. Accelerator key is 'Ctrl' + 'R'.

Show NIF Parts
Hides or shows NIF items.

When checked, NIF parts are shown in the catalog results.

When unchecked, NIF parts are not shown in the catalog results.

The default is based on the 'Show NIF Parts By Default' flag on the System Catalog Options screen.

[Part Count]
Displays the number of parts that were returned from the results.

When filtering is being used, displays the number of filtered parts out of the total number of parts returned from the search.

Response Time
Drop-down that displays the total response time for displaying items.

Breakouts for Catalog response time, PartsWatch stock check response time, and DC stock check response times are available by clicking the scroll-down arrow to the right of the field.

Hierarchy Tab
Allows search by 'Category', 'Group', and 'Segment'. Accelerator key is 'Ctrl' + 'H'.

Category
Displays a list of all available categories when the screen first opens. 

Select a category and click 'Show Groups' or double-click on a row to move to 'Group'.

Single-click a row or press 'Enter' on a row to look up the 'Group' data for the selected 'Category' and move focus to the 'Group' grid. 

In the 'Group' or 'Segment' grid, single-click the row's checkbox or press the 'Spacebar' to select the row in the grid and focus remains in the grid until the 'Enter' key is pressed, an item is double-clicked, or 'Show Results' is clicked ('Alt' + 'R').  

Show Groups
Displays a list of all available groups after a category has been selected. Accelerator key is 'Alt' + 'G'.

Group
Displays a list of all available groups for the selected 'Category' after clicking the 'Show Groups' button. 

Select one, multiple or all groups to be returned. Check the checkbox in the header to select all and the click 'Show Segments' or double-click on a row to move to 'Segment'.  

Single-click a row's checkbox or press the 'Spacebar' to select the row. Focus remains in the grid until the 'Enter' key is pressed, an item is double-clicked, or 'Show Results' is clicked ('Alt' + 'R').  

Show Segments
Displays a list of all available segments after a group has been selected. Accelerator key is 'Alt' + 'S'.

Segment
Displays a list of all available segments for the selected 'Groups' after clicking the 'Show Segments' button. The list is sorted alphanumerically by Group. Group headings display in a blue font in the list and Segments under each Group display in a black font.  

Select one, multiple or all segments to be returned. Check the check box in the header to select all or double-click on a row to show results. 

Single-click a row's checkbox or press the 'Spacebar' to select the row. Focus remains in the grid until the 'Enter' key is pressed, an item is double-clicked, or 'Show Results' is clicked ('Alt' + 'R').

Selecting Segments is optional. If Groups are selected and the 'Show Results' button below the 'Segment' field is clicked, the catalog lookup is initiated for all Segments under the selected Groups.     

Show Results
Initiates the catalog lookup. Accelerator key is 'Alt' + 'R'.

Grid

Item #
Indicates the item number of the line within the current displayed list.

Sell Qty
Indicates the quantity to sell for the line selected. 'L' records a lost sale and 'B' records a back order. The 'E' modifier can be entered for a core exchange (or the prompt for the core exchange will open, depending on the value of the 'Catalog Core Exchange Prompt' field in the Store Catalog Options screen.

Line
Indicates the catalog line code, which will match the store's line code if the non-app catalog line code mapping has been set up.

Part Num
Indicates the unique part number. 

SL
Allows access to PW Smartlinks and the Catalog detail parts display pages. 

Displays a clickable camera icon when only a PW Smartlink is available. 

Displays a globe icon when only a Catalog detail parts display page is available.

Displays a combined camera/globe icon when both a PW Smartlink and Catalog detail parts display page are available. When both options are available, left-click on the icon to display the catalog detail parts displays pages. Right-click on the icon to display a context menu with the available options.

Description
Indicates the item description from the store's parts file or from the catalog depending on the 'Catalog Desc On Screen' setting in the Store Catalog Options screen.

Qty Avail
Indicates the store's available number of units of this item. Each time a part is reserved, sold or returned, the Quantity Available is adjusted.  

List
Indicates the manufacturer's suggested retail price for this part number. Displays for price comparison purposes.

Core
Indicates the core price that is charged for this part number's core, if the part entered is a core part. 

Each
Indicates the customer's sell price per single item. 

Last Item Added
Displays the line code and part number of the last item posted to the invoice.

Qty
Displays the quantity of the last item sold. 

Item Count
Displays the number of items on the invoice.

Total Parts
Displays the total dollar value of selected items. 

Total Labor
Displays the total Dollar value of labor. 

Total
Displays the total dollar value of the invoice.

Catalog Parts Display Grid

As a result of selecting a 'Category', 'Group', and 'Segment', and clicking 'Show Results', the display grid populates with the returned results.

 

 

Additionally, color plays an important role in interpreting the information.

 

Web Page (SL)

The following is an example of a Web page returned when the SL camera icon is clicked in the grid.

 

Posting an Item for Sale 

Notice that the focus in the following example is on 'Item # 02'. in the 'Sell Qty' column. To change the quantity, type a new quantity in the field.

 

 

Press 'Enter' while the 'Sell Qty' column is in focus to sell that item at the quantity displayed in the 'Sell Qty' column. Or, using the left mouse button, click on the line item number listed in the 'Item #' field to select. The part selected is added for sale with the quantity displayed in the 'Sell Qty' column. Continue selecting as many line items as desired using the left mouse button by clicking each item number to sell.

 

As each item is added to the invoice, the fields below the display grid illustrate the changes.

 

 

Note: Editing a previously selected line item is not permitted while in the Catalog screen. Editing is only permitted in the Invoice screen.

Back To Inv Button

Click the 'Back to Inv' button or press 'Alt' + 'A' to return to the Invoice screen. When exiting to the Invoice screen by either of these two methods, a return to the catalog from the current account/invoice redisplays the catalog that displayed when the 'Back to Inv' button was clicked.

Total Details

Additional details of the total are available by clicking the 'Total' button.

 

The following pop-up displays. The pop-up may vary in size depending on the other items that affect the total. The 'Close' button closes the pop-up and returns to the Catalog screen. 

 

 

When posting items from the catalog is completed, return to Invoicing and add additional items to the sales order. If returning to invoicing using the 'Back To Inv' button, and then returning to the Catalog, then the last catalog lookup displays.

Lost Sale

A Lost Sale is an item requested by a customer at Point-of-Sale that was not available for sale. A lost sale can be recorded from the Invoice screen and the Catalog screen. 

 

To record a lost sale from the Catalog screen, enter an 'L' in the 'Sell Qty' field and press 'Enter'. The program saves the parts and lost quantities to the sales order when returning to the Invoice screen from the Catalog screen. The lost sale is tracked in the Lost Sales Report. The 'Lost Sales' field in the Main Part Entry screen is updated with the lost sales quantity if the part is stocked in the store's inventory.   

 

When a quantity is sold and a quantity is lost in the same sale: 

 

• Sell a quantity. 

• Enter an 'L' on the same item in the 'Sell Qty' field to record the 'Per Car' or the default quantity of 1 if a 'Per Car' does not exist, or enter the quantity lost before or after the 'L' to record a lost quantity other than the 'Per Car' quantity or 1. For example, L5 or 5L. 

 

Close the Catalog screen and return to the Invoice screen. Any parts that were selected as lost sales are updated to the sales order and the lost quantity is entered in the 'Lost' field. Lost sales entered in the Invoice screen from cataloging are processed the same as if they were entered from the Invoice screen directly. If you do not wish to track a lost sale from cataloging as a lost sale, use the Manual Void (MV) modifier to void the part from the sales order.