Equipment Tile

The New link on the Equipment tile identifies the number of new equipment items received from the specified vendor partner via Dealer Gateway.  To manage these new equipment items, do the following:

1.         From the Equipment tile, click the New link.  The system displays the new equipment items received from the specified vendor partner via Dealer Gateway in a table on the Equipment List page.
Note: If the number of new items exceeds 5,000, the system informs you the list of items to display is large.  You have the option of using the Filter or QuickFind options to reduce the size of the list of items to display, or of clicking the Reset icon or pressing ENTER to have the system attempt to load all the items.

·           To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

·           To reset the list, click the Reset icon or press ENTER.
Note: If the number of new items exceeds 5,000 and you click the Reset icon or press ENTER, the system will attempt to load all the items.

2.         To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

3.         For each new item, the New items table on the Equipment List page displays the following information: OEM Number, Make, Model, Description, and Category.

4.         To view additional information for any item, do the following:

a.         Click the item's OEM number link in the OEM Number column.  The system displays an Item page.  The Item page indicates if the item has been processed and includes Item identification, Item information, Vendor details, Item interactions, Meter descriptions, Related items, and Remarks areas.
Note: You may sync the item from this page by clicking the Sync icon.

b.         To return to the Equipment List page, click the Back icon.

5.         To set an item to sync with your system (which you can do for all items in the list from the Equipment List page or for an individual item from the Item page), click the Sync icon.  The system displays the Sync With System page.



For each new item, the system displays item identification information, a table listing the sync options, and an [Add Item Number] button.  The table includes the following fields:

·           Action: Displays the actions (Create, Link, Ignore, No action) from which you can select to indicate how the system is to process this item.

·           Template: Displays a drop-down list containing the templates defined on the Templates page for indicating the options and settings the system should use when creating a new item in your business software system based on the vendor's item.  This option only displays for the row where Action is set to Create.

·           Item Number: Displays the item number for the item from your business software database. This data only displays for the Link row.

·           OEM Number: The OEM Number on the row where Action is set to Create displays the OEM number from the vendor. The OEM Number on the row where Action is set to Link displays the value from the OEM number field on the Codes and Settings tab in  e-automate.

·           Make: Make of the item from the vendor record.

·           Model: Model of the item from the vendor record.

·           Description: The Description of the item from the vendor record.

6.         To assign an action to the item, do one of the following:

·           To indicate the system is to create the item in your business software database, do the following:

·           Select the arrow to left of Create in the Action column.

·           In the Template column, use the Drop-down Template menu to select the template you want the system to use for creating this item in your business software database.  The system will create this item in your business software database using the options and settings defined for this template on the Templates page.

·           To indicate the system is to link the item to an existing item in your business software, click the arrow to the left of Link in the Action column.



Note: This option is only available if Dealer Gateway determines the new item appears to already exist in your business software.  To make this determination, Dealer Gateway searches your business software database for an item number that appears to be associated with the vendor OEM number.

If you are using e-automate, Dealer Gateway first searchers the Vendor item number field available on the Vendors tab of the item record and when editing the vendor. If there is not a match in this field, Dealer Gateway searches the History of vendor item numbers region available when editing the vendor on the Vendors tab of the item record.

·           To indicate the system is to link a new equipment item to an existing item in your business software database that Dealer Gateway does not recognize as a match, do the following:

·           Click [Add Item Number]. The Add Item Number window opens.

·           In the Item number field, enter the item number assigned to the item in your business software database that you want to link to the vendor item.

·           Click [OK]. The Link action now displays and is selected, and the item number assigned in your business software database displays in the Item Number column.



Note: If you use the [Add Item Number] option to add a link action to this table, Dealer Gateway does not search your business software database to try to locate a number that matches the vendor OEM number for this item.

·           To indicate the system is to exclude this equipment item from the Equipment List page, select the arrow to the left of Ignore in the Action column.

·           If you are not sure what you want to do with this equipment item or do not want to make a decision at this time, click the arrow to the left of No action in the Action column to indicate the system is to continue including this item on the Equipment List page.

7.         To confirm the changes you have made, click the Confirm icon. The system removes the item(s) with actions assigned from the Sync With System page and moves the item(s) to the Pending Actions list.

8.         Click the Pending icon located at the top of the page on the tool bar. The Pending Actions page displays.

9.         If necessary, you may do either of the following:

·           If you want to change or review the status of a pending item, do the following:

a.         Click [Review…] in the row of the item you want to change or review. The Review Pending Action window opens.

b.         Make any necessary changes.

c.         Click [Close] to return to the Pending Actions page.

·           If you want to cancel an action assigned to an item, do the following:

a.         Click the X at the end of the item row. A verification dialogue displays.

b.         Click [Yes] to remove the item from the Pending Actions page.

10.     To apply the pending actions, click [Save]. Items assigned an Action of Create are automatically entered into your business software database and linked to the Dealer Gateway item. Items assigned an Action of Link are linked to existing items in your database. Items assigned an Action of Ignore are no longer displayed in the list of New items on the Equipment List page. Items assigned an Action of No action continue to display in the list of new items on the Equipment List page.
Note: If you need to undo the Ignore action for any item, see the Viewing All Items > Accessing and Editing the Status of Ignored Items links in this topic.

The Item Updates link on the Equipment tile identifies the number of updated equipment items received from the specified vendor partner via Dealer Gateway.  To manage these updated equipment items, do the following:

1.         From the Equipment tile, click the Item Updates link.  The system displays the updated equipment items received from the specified vendor partner via Dealer Gateway in a table on theEquipment List page.
Note: If the number of updated equipment items exceeds 5,000, the system informs you the list of items to display is large.  You have the option of using theFilter or QuickFind options to reduce the size of the list of items to display, or of clicking the Reset iconor pressing ENTER to have the system attempt to load all the items.

·           To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

·           To reset the list, click the Reset icon or press ENTER.
Note: If the number of updated items exceeds 5,000 and you click the Reset icon or press ENTER, the system will attempt to load all the items.

2.         To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

3.         For each new item, the Updated items table on the Equipment List page displays the following information: OEM Number, Item Number, Make, Model, Description, Category, and Remarks.

4.         To view additional information for any item—including the item details that have changed, do the following:

a.         Click the item's OEM number link in the OEM Number column. The system displays the Item Compare page.


The Item Compare page includes Item identification, Item information, Vendor details, Item interactions, Meter descriptions, Related items, and Remarks areas.  For each field of item information in each applicable area, the system displays two rows.  The top row displays the updated item data received from the vendor partner.  The bottom row displays the corresponding data from your business software database. The system displays in red font in the bottom row the data in your business software database that is different from the updated item data received from the vendor partner.  If you update this item, the system will check the Update settings area of the Templates page to verify the fields that should be updated.  For each field you have selected for update on that page, the system will replace the information in red with the vendor partner's updated information.
Note: Depending upon the selected vendor partner, the Item interactions area may contain links to additional resources.
Note: A remarks icon in the Remarks column of the table on the Equipment List page indicates the vendor partner has provided additional information regarding this item.  The system displays this information at the bottom of the Item page in the Remarks area.
Note: You may sync the item from this page by clicking the Sync icon.

b.         To return to the Equipment List page, click the Back icon.

5.         To set an item to sync with your system (which you can do for all items in the list from the Equipment List page or for an individual item from the Item Compare page), click the Sync icon.  The system displays the Sync With System page.

6.         To assign an action to an item, do one of the following:

·           To indicate the system is to update the item in your business software database, select the arrow to the right of Update in the Action column for the item if it is not already selected by default.

·           To break the link between the vendor item and the business software item, select the arrow to the left of Unlink in the Action column for the item. When the action is saved, the item is unlinked and moved back to the New items list. Breaking a link does not remove the item from your business software database.

·           To indicate the system is to exclude this equipment item from the Equipment List page, select the arrow to the left of Ignorein the Action column.
Note: If the vendor item you select to ignore is currently linked to an item in your business software database, the system will also break the link between the vendor item and the item in your business software when the item is removed from the Equipment List page.

·           If you are not sure what you want to do with the item or do not want to make a decision at this time, select the arrow to the left of No action in the Action column for the item to indicate the system is to continue including this item on the Equipment List page.

7.         To confirm the changes you have made, click the Confirm icon. The system removes the item(s) with actions assigned from the Sync With System page and moves the item(s) to the Pending Actions  page.

8.         Click the Pending icon located at the top of the page on the tool bar. The Pending Actions page displays.

9.         If necessary, you may do either of the following:

·           If you want to change or review the status of a pending item, do the following:

a.         Click [Review…] in the row of the item you want to change or review. The Review Pending Action window opens.

b.         Make any necessary changes.

c.         Click [Close] to return to the Pending Actions page.

·           If you want to cancel an action assigned to an item, do the following:

a.         Click the X at the end of the item row. A verification dialogue displays.

b.         Click [Yes] to remove the item from the Pending Actions page.

10.     To apply the pending actions, click [Save]. Items assigned an Action of Update are automatically updated in your business software database using the settings specified in the Update settings area of the Templates page. Items assigned an Action of Unlink are unlinked from the existing items in your database and are moved to the New item list. Items assigned an Action of Ignore are no longer displayed in the list of Item Updates on the Equipment List page; if these items were linked to items in your business software database, the links are broken at this time. Items assigned an Action of No action continue to display in the list of Updated items on the Equipment List page.
Note: If you need to undo the Ignore action for any item, see the Viewing All Items > Accessing and Editing the Status of Ignored Items links in this topic.

The Pricing Updates link on the Equipment tile identifies the number of equipment item pricing changes received from the specified vendor partner via Dealer Gateway.  To manage these equipment item pricing changes, do the following:

1.         To From the Equipment tile, click Pricing Updates. The system displays the equipment item pricing changes received from the specified vendor partner via Dealer Gateway in a table on the Equipment List page.
Note: If the number of pricing updates exceeds 5,000, the system informs you the list of pricing updates to display is large.  You have the option of using the Filter or QuickFind options to reduce the size of the list of pricing updates to display, or of clicking the Reset icon or pressing ENTER to have the system attempt to load all the items.

·           To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

·           To reset the list, click the Reset icon or press ENTER.
Note: If the number of updated items exceeds 5,000 and you click the Reset icon or press ENTER, the system will attempt to load all the items.

2.         To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

·           To reduce the number of items displayed in the Equipment List, use the Filter or QuickFind options. See the Filter and QuickFind options in the Tool Bar Features section of the List Pages topic.

·           To reset the list, click the Reset icon or press ENTER.
Note: If the number of updated items exceeds 5,000 and you click the Reset icon or press ENTER, the system will attempt to load all the items.

3.         For each pricing update item, the Pricing change items table on the Equipment List page displays the following information: OEM Number, Item number, Make, Model, Description, Price list, Last cost, and New cost.
Note: The updated price is displayed in bold font in the New cost column.

4.         To view additional information for any item—including the price change, do the following:

a.         Click the item's OEM number link in the OEM number column.  The system displays an Item page.  The Item page indicates if the vendor partner item is currently linked to an item in your system and includes Item identification, Item information, Vendor details, Item interactions, Meter descriptions, Related items, and Remarks areas.

 

Note: Depending upon the selected vendor partner, the Item interactions area may contain links to additional resources.
Note: A remarks icon in the Remarks column of the table on the Equipment List page indicates the vendor partner has provided additional information regarding this item.  The system displays this information at the bottom of the Item page in the Remarks area.
Note: You may sync the item from this page by clicking the Sync icon.

b.         To return to the Equipment List page, click the Back icon.

5.         To set an item to sync with your system (which you can do for all items in the list from the Equipment List page or for an individual item from the Item page), click the Sync icon.  The system displays the Sync With System page.

6.         You may click [Sync] on this page, or click [Back] to return to the list of items and click [Sync] on the list page to sync all items at the same time. The Sync With System page displays.

7.         Do one of the following:

·           To indicate the system is to update an item's price in your business software database, select the arrow to the left of Price update in the Action column for the item if it is not already selected by default.

·           To break the link between the vendor item and the business software item, select the arrow to the left of Unlink in theAction column for the item.

·           To indicate the system is to exclude this equipment item from the Equipment List page, select the arrow to the left of Ignorein the Action column.

·           If you are not sure what you want to do with the item or do not want to make a decision at this time, select the arrow to the left of No action in the Action column for the item to indicate the system is to continue including this item on the Equipment List page.

8.         To confirm the changes you have made, click the Confirm icon. The system removes the item(s) with actions assigned from the Sync With System page and moves the item(s) to the Pending Actions  page.

9.         Click the Pending icon located at the top of the page on the tool bar. The Pending Actions page displays.

10.     If necessary, you may do either of the following:

·           If you want to change or review the status of a pending item, do the following:

a.         Click [Review…] in the row of the item you want to change or review. The Review Pending Action window opens.

b.         Make any necessary changes.

c.         Click [Close] to return to the Pending Actions page.

·           If you want to cancel an action assigned to an item, do the following:

a.         Click the X at the end of the item row. A verification dialogue displays.

b.         Click [Yes] to remove the item from the Pending Actions page.

11.     To apply the pending actions, click [Save]. Pricing for Items assigned an Action of Update are automatically updated in your business software database. Items assigned an Action of Unlink are unlinked from the existing items in your database and are moved to the New item list. Items assigned an Action of Ignore are no longer displayed in the list of Item Updates on the Equipment List page; if these items were linked to items in your business software database, the links are broken at this time. Items assigned an Action of No action continue to display in the list of Pricing change items on the Equipment List page.
Note: If you need to undo the Ignore action for any item, see the Viewing All Items > Accessing and Editing the Status of Ignored Items links in this topic.

The [View all items] button on the Equipment tile gives you access to a list of all vendor equipment items that are currently linked to equipment items in your business software or a list of all vendor equipment items that have been assigned an Ignore action. From the All items table on the Equipment List page, you can select an item for which to change the item's Linked or Ignored action. If you have ignored an item in the past but have now decided you want it to show up on the vendor’s list of items, you can use this option to move the item back to the vendor's list of items.

Accessing and Editing the Status of a Linked Item

Accessing and Editing the Status of an Ignored Item