Microcat Land Rover parts quick start guide Disclaimer © Infomedia Ltd 2003 This document is the copyright of Infomedia Ltd, October 2003. All rights reserved worldwide. Infomedia®, Microcat® and the graphical representation of Microcat 1-2-3 are registered trademarks, and Microcat 1-2-3TM, Microcat FreshTM, and Microcat LiveTM are trademarks of Infomedia Ltd. All other brand names or trademarks are the properties of their respective holders. No warranty of any kind is given regarding the information contained herein, which is provided on an "as is" basis. Any warranties as to merchantability and fitness for a specific purpose are, to the fullest extent, excluded. Infomedia Ltd shall in no way be liable to the reader of this document for any direct, consequential, indirect, incidental, punitive, special or other damages whatsoever arising from the reader's reliance on the contents provided herein. The receipt of this document shall not be construed as conferring any rights to the recipient in the information provided, nor in the patents, trademarks or copyrights of Infomedia Ltd or any of its subsidiaries. 2 Table of contents Introduction ..................................................................................................................................... 3 About the Guide .................................................................................................................. 3 Log on to Microcat.......................................................................................................................... 4 Initial Launch and Log on ................................................................................................... 4 About passwords and user names........................................................................................ 7 Identify a vehicle............................................................................................................................. 8 Open the Vehicle Identification dialog box......................................................................... 8 ID by VIN............................................................................................................................ 9 ID by licence number .......................................................................................................... 9 Enter model, date and details............................................................................................... 9 Which method should I use? ............................................................................................. 10 Selecting Parts ............................................................................................................................... 11 Graphic Index .................................................................................................................... 11 Alpha Index ....................................................................................................................... 13 Microcat Search................................................................................................................. 14 Reduce Choices ................................................................................................................. 15 SuperWindow .................................................................................................................... 16 Finalize an Order List.................................................................................................................... 17 What is the difference between the WorkBench and the Order List? ............................... 17 Edit a line........................................................................................................................... 18 Delete a line....................................................................................................................... 18 Print an order list ............................................................................................................... 18 Delete an entire Order List ................................................................................................ 19 Part Option Resolver ......................................................................................................... 19 Transfer an Order List to the DMS.................................................................................... 20 More help ...................................................................................................................................... 21 Help files ........................................................................................................................... 21 Application Shortcuts ........................................................................................................ 21 © Infomedia Ltd 2003 Commercial-in-confidence Introduction 3 Introduction Welcome to Microcat! Microcat is an electronic parts and service selling system. Some of its advantages are: · · · Fast and accurate parts interpretation Electronic transfer of parts to your DMS Reduction of costly errors. This guide is for Microcat users. If you would like further information, please see the final section of this guide, More Help. About the Guide This manual is divided into six sections: · · · an introduction four sections on using Microcat one section on getting more help. Each section about using Microcat contains: · · · · learning outcomes information about functionality steps for completing various tasks notes of additional information where required. This is an example note that is used to display additional information throughout this guide. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 4 Log on to Microcat In this section you will learn how to: · · · Open the Microcat application Set up your user name and password Enter your user name and password You will also learn why you should use separate passwords for each Microcat user. Initial Launch and Log on This procedure is completed once only at the time of the first log-on to Microcat. 1. Double click the Microcat shortcut on the desktop. Or, select the Windows Start menu > Programs > Microcat for Windows > Microcat. 2. Click the Start button. The Log-On to Microcat dialog box opens. 3. Click the Administration button to set up a user name, password and dealer details. The User Administration dialog box opens. The initial log on settings only need to be completed the first time you log on and will be retained for subsequent installations of Microcat. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 5 4. Click the New User button. 5. Enter the User Name, Password and a Sales ID (eg. your first name or initials). 6. Click OK. This returns the user to the User Administration dialog box. 7. Click the Dealer Details tab to set up the dealership information. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 6 8. Enter the dealer name and address. 9. Click OK. This opens the Log-On to Microcat dialog box. 10. Enter the assigned user name and password. At the beginning of each work session with Microcat, you will need to log on using your assigned log on information. 11. Click the Log-On button. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 7 12. The vehicle index is displayed. About passwords and user names Usernames and passwords have two main functions: · · to store your user preferences to identify you on printed orders. It works like this: Let's say Joe is color-blind. He wants to change the highlight colors used in Microcat to blue and yellow, because they are easier for him to see. He makes these changes under his own username. Microcat will automatically save his color preferences, and when he comes back to the PC, he can log on under his own name and the catalog will appear the way he likes it. In the meantime, if Linda wants to use the same PC, she can log on with her own name, and she will not see Joe's color settings. In addition, your username appears on order lists you print out. (see Finalize an Order List for more information) Make sure your user name makes sense when it follows the words "Printed by." © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 8 Identify a vehicle In this section you will learn how to: · · Access the Vehicle Identification dialog box Identify or describe the vehicle to Microcat in three ways. You will also learn about the advantages of each method of identifying the vehicle. Open the Vehicle Identification dialog box In order to choose parts accurately, Microcat needs to know about the vehicle you are working on. The first step is to open the Vehicle Identification dialog box. 1. Access the Vehicle Identification dialog box by selecting Go to Catalog from the Catalog menu, or by using the keyboard shortcut, Ctrl C. After loading a vehicle, you can also change vehicles by clicking on the button in the toolbar, or by pressing Ctrl R. Once you have opened the Vehicle Identification dialog box, you can identify a vehicle in three different ways: · · · Enter the Vehicle Identification Number (VIN). Enter the licence number. Enter the model line, date of manufacture, and as many details as possible. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 9 ID by VIN To identify a vehicle by VIN: 1. Type the complete VIN into the VIN No. field of the Vehicle Identification dialog box. 2. Click the Search button to retrieve the vehicle attributes. 3. Click the Load button to load the vehicle catalog. ID by licence number In some locations, Microcat can identify a vehicle by its licence number. To use a licence number: 1. Type the complete licence number into the Lic field of the Vehicle Identification dialog box. 2. Click the Search button. 3. Click the Load button. Enter model, date and details To describe a vehicle by its vehicle line, build date, and major attributes: 1. Select a vehicle line from the Vehicle drop-down menu. 2. Enter the build date of the vehicle in the Build Date field. 3. Click on the Details button. A drop-down menu presents a list of options when you select the drop-down arrow with the mouse. Click on an option from the list. © Infomedia Ltd 2003 Commercial-in-confidence Identify a vehicle 10 4. Enter all known details by selecting them from the drop-down menus. 5. Click the Load button. Which method should I use? Generally, entering a VIN is the most reliable and effective way of identifying a vehicle. Microcat has a large store of information about vehicles and their VIN numbers. When you identify a vehicle by VIN, Microcat knows which individual vehicle you are working on. It will know the engine, transmission, interior color and hundreds of other details about the vehicle. Entering a licence number is also a good way to identify a vehicle. Microcat matches the VIN to the licence number reported by the dealer who sold the car. So, as long as the licence number of the vehicle has not changed, the licence number is a more convenient way to load the VIN. If VIN and licence are unknown, enter vehicle line, build date, and details. In this case, Microcat will ask you to make choices based on details of the vehicle that have not been entered. © Infomedia Ltd 2003 Commercial-in-confidence Selecting Parts 11 Selecting Parts In this section you will learn how to: · · · · Use the Graphic Index to add parts to an Order List Use the Alpha Index to add parts to an Order List Use Microcat Search and the Reduce Choices function to add parts to an Order List Use the SuperWindow. Graphic Index One method to locate and select the required part is the Graphic Index. The Graphic Index is a pictorial index of sections of a vehicle. The Graphic Index divides the vehicle into major and minor areas. The major areas contain items such as the engine, body, etc. Once you have selected a minor section, Microcat will display illustrations relevant to that area. 1. Click the Graphic Index icon on the toolbar 2. Click on the required major graphical section. Use the blue arrows at the top of the window to scroll between pages of the index until the required section is found. , or press Ctrl G. © Infomedia Ltd 2003 Commercial-in-confidence Selecting Parts 12 3. Click on the minor Graphic section. 4. Double click the item in the Databar to view an image of the associated parts. 5. Select the required Callout on the illustration by clicking on it once. When the mouse pointer rolls over the Callout, a description of the part is displayed. Once the required Callout has been selected, the key part information appears in the Databar. If more than one item appears in the Databar, double click on the item. 6. Press the plus (+) key to add the part to the WorkBench. 7. To display the order on the WorkBench, select the toolb ...