Partswatch Academy

Index

Course defines what is needed to connect to the internet, install hardware, upload software and convert existing data in order to get started on PartsWatch for new users or as a refresher for existing users looking to expand. Course also includes how to find your way around PartsWatch and initial PC setups

Initial Setup

  • What to expect for new Installs
  • Site Survey
  • Hardware Installation
  • Data Conversion
  • PartsWatch Installation

Navigation

  • How to get around PartsWatch
  • Home Page
  • Border Uses
  • Menus
  • Screens
  • Fields
  • Buttons
  • Grids
  • Windows and Tabs
  • Online Help

PC Setup

  • Assign Printers
  • Set Background Process
  • System Language
  • Terminal Setup
  • Setup PC Hardware

Lessons under the Invoicing course provides training on all screens found under the INVOICING menu including Point-of-Sale, Electronic Catalog, Customer Special Order Sourcing and Cash Drawer Tracking

Invoicing

  • Invoicing Screen
  • Bulk Core Returns
  • Sales Order Status
  • Gift Card Maintenance
  • Reprint Tender Receipts

Cash Drawer

  • Paid Out From Drawer
  • Paid In To Drawer
  • Reconcile/Close Drawer
  • Drawer Management
  • Drawer Management 
  • Paid Out From Safe
  • Receipt Envelope
  • Count Safe
  • Create Deposit
  • Promotions Setup Reports

The Vendor course provides training to set up and maintaining manufacturer line codes and the suppliers used to create both buy and return purchase orders. 

Vendor/ Line Codes

  • Line Code Entry
  • Order Specifics
  • XMIT Specifics
  • Rank/Forecast
  • Catalog Setup
  • P/N Code Setup
  • Line Code Rename

Vendor / Supplier

  • Supplier Entry
  • Supplier Order
  • Supplier XMIT
  • Line Codes
  • Time Orders

Inventory maintenance and utilities lessons provide extensive training on how to manage your parts.

Part Entry

  • General Info
  • Part Pricing
  • Order / Cost
  • Part History
  • UPC Setup
  • Quantity Adjust
  • Part Association
  • Limited Part Fields
  • Zone/Bin Setup
  • Supplier Parts Alias

Part Utility

  • Price %
  • Popularity Ranking
  • Set Min/ Max/ Order Point
  • Inventory Mass Update
  • Tire and Chain Maintenance
  • Warranty Setup

Multi-Store Part Utility

  • Creator/Editor
  • Multimass Update
  • Stocking Level Edit
  • Inventory Redistribution Review
  • Inventory Redistribution Setup

The Purchasing module is a powerful management tool for cost-effective inventory purchasing. Learn how to create purchase and return orders for inventoried items as well as special order items.

  • Purchasing Main Menu
  • Create Purchase Order
  • Edit Layout
  • Manifest Main
  • Pati
  • Etrans Queue Utility
  • Line Purchasing
  • Shelf Sourcing
  • Scan Session
  • Scan Receive
  • Order Receipt Variances

Learn about on demand and scheduled reports output for customers and A/R needed for end of period and customer data tracking

Financial

  • A/R Info
  • Invoice Journal
  • A/R Transactions
  • Aging
  • Line Sales
  • Line Purchases
  • Sales Analysis
  • Tax Report
  • Rebate Report
  • Cash Transaction Report
  • Recurring Charges Report
  • Account Sales by Line Report
  • Trans by hour
  • Finance Charge
  • Sales by acct group report
  • D-M-Y Store Sales
  • Kit Sales Reports

Inventory

  • Inventory Count
  • Inventory Info
  • Inventory Cost
  • Lost Sales
  • Core Activity
  • Vendor List/ Line Card
  • P/N Code Report
  • On Order/Back Order
  • Price Change Reports
  • Customer Back Order
  • Cycle Count Report
  • Part Ledger
  • Pack Quantity Reports
  • Alternate/Supercede Report
  • Scan Session Reports

Utilities

  • Lisa Part Ranking
  • Lisa Transactions
  • Pati
  • Manifest Reports
  • Override Report
  • E-Invoice Reports
  • System Report

The Customers Course instructs on all customer functionality including maintaining commercial and retail accounts, setting up customer pricing and tracking Accounts Receivables.

Maintenance

  • Account Main
  • A/R Profile
  • Acct Mass Update
  • Retail/Mail Order Info
  • Mailing Labels

Accounts Receivable

  • A/R Account Pay Type
  • Prompt Payment Terms
  • Posting Setups BF and OI
  • Posting Setups Open Item
  • Post Entries Screen
  • Post Entries Posting Codes
  • Post Entries Screen Transactions Grid
  • Right Click Menu
  • Balance Forward Payment Posting
  • Posting Open Item Payments 
  • Posting Open Item Over Apply
  • Posting Adjustments
  • Posted Errors
  • Posting Payment Discounts
  • Posting Payment Discounts Auto Calculation
  • Posting ROA Payments
  • Apply Pending Screen
  • View Entries Screen
  • How to Use Finance Charges
  • AR Balancing Worksheet

Price Plan Set up

  • Price Plan Setup Types
  • Price Plan Mode Setup
  • Price Plan Grid Controls
  • Price Plan Best Price Vs Hierarchy
  • Cost Range Pricing Setup
  • Promotions Setup
  • Velocity Pricing
  • Price Rounding Setup
  • Rebate Setup
  • Customer Pricing Sheet

Promotions

  • Promotional Overview
  • Promotions Setups
  • Campaign Setup
  • Adding Promotions
  • Basic Setup
  • Advanced Settings
  • BOGO Package Setup
  • Qty Break Single Item
  • Tender Coupons

Accounts Receivable

  • A/R Account Pay Type
  • Prompt Payment Terms
  • Posting Setups BF and OI
  • Posting Setups Open Item
  • Post Entries Screen
  • Post Entries Posting Codes
  • Post Entries Screen Transactions Grid
  • Right Click Menu
  • Balance Forward Payment Posting
  • Posting Open Item Payments 
  • Posting Open Item Over Apply
  • Posting Adjustments
  • Posted Errors
  • Posting Payment Discounts
  • Posting Payment Discounts Auto Calculation
  • Posting ROA Payments
  • Apply Pending Screen
  • View Entries Screen
  • How to Use Finance Charges
  • AR Balancing Worksheet

Price Plan Set up

  • Price Plan Setup Types
  • Price Plan Mode Setup
  • Price Plan Grid Controls
  • Price Plan Best Price Vs Hierarchy
  • Cost Range Pricing Setup
  • Promotions Setup
  • Velocity Pricing
  • Price Rounding Setup
  • Rebate Setup
  • Customer Pricing Sheet

The End of Day cash closeout process is designed to automatically or manually close the day and to report all cash transactions daily and historically. Learn the best way to run your daily close.

  • Day/Cash Close
  • End of Period
  • Statements
  • G/L Export
  • Account Exports Overview
  • How to Use the G/L Export
  • G/L Mapping Worksheet
  • GL Export
  • A/P Export

This course shows you the settings must be determined so that PartsWatch will work the way you want it to.

Enterprise Controls

  • Enterprise General Setup
  • Delivery Surcharge
  • P/N Group Rules
  • Reason Codes

Catalog Controls

  • Catalog Lines
  • Catalog Job Setup
  • System Catalog Options
  • Custom Cataloging

System Controls

  • Close Schedule
  • Currency Exchange
  • Employee Setup
  • G/L Acct Codes
  • System General Setup
  • Group Setup
  • System Invoice Options
  • Override Security
  • Plan Level Security 
  • Pop Codes/Ord Protect
  • Pos Nif Pricing Setup
  • Purchasing Setup
  • Reason Code Setup
  • Region Setup
  • Report Defaults
  • System Source Setup
  • User Security

Mode 2

  • Mode 2 Monitor
  • Mode 2 Setup

Tax Setup

  • Rate Breakdowns
  • System Tax Defaults
  • Tax Rate Setup
  • State Tax Setup

Store Controls

  • Account Defaults
  • A/R Control Setup
  • Catalog Nif Setup
  • Store Catalog Options
  • Field Name Setup
  • Forms Setup
  • Invoice Options
  • News Setup
  • Store Purchasing Setup
  • Source Setup
  • Store Info
  • Store Schedule
  • Tender Setup
  •  

The Utility Options course provides training in order to set up and use various utilities, such as scheduling and auditing reports and controlling automatic data deletion.

  • Account Mass Update
  • Inventory Mass Update
  • AAAD Billing
  • Examine Queue
  • Table Lock Utility
  • System Statistics
  • System Messages
  • Account Conversion
  • Extract Setup

Task Schedulers

  • Task Scheduler
  • Audit Report
  • Record Retention

This course provides you with an understanding of both RF scanning and data file importing.

RF Scanning

  • RF Gun Overview
  • Scan Session
  • Scan Validate
  • PO Receive Scan Receive 

DFIU – Data Transfer

Learn how to access Autologue Computer Systems, Inc. eProducts for easy integration with PartsWatch.

eDelivery

  • eDelivery Mobile App
  • eDelivery PartsWatch Setup
  • eDelivery Setup
  • eDelivery Creating Dispatches 

ePaperless Office

  • eOffice Overview 
  • eOffice Admin
  • eOffice Customer Invoices
  • eOffice Customer Statements
  • eOffice Customer Bill Pay

ePartConnection eSalesBI

Having problems with PartsWatch? This course offers answers. If you do not find help here, contact PartsWatch Support for assistance.

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