With the posting of ASW 9.34.31, we have turned on the World Pac / Dial interface in Workorders.
If you are a Worldpac client and you use the Dial system, you can save some time with this feature.
SETUP
First, in Dial, go to the top menu bar and select View > Preferences. Then select the Shop Software button. Make sure you check the box for Enabled. Then, in the middle section, select Export and Order. Save this.
Second, in Auto Shop Writer, go to Tools, Setup, select WorldPac, and answer Yes to turn on the interface.
Your setup is now all done.
To use the interface, you should start Dial at the beginning of the day, and leave it running. It must be running on each computer where you wish to order the parts.
Using the Interface
In a workorder, click on the Services Tab. To order parts, select the first menu option ( click the arrow to the right of the Dial icon ). The Dial window will come up with the vehicle already selected. Process your order as you would normally. Then checkout.
When you are done, DO NOT shut Dial. Minimize it ( the _ icon in the upper right corner of the window ). Now you can select the Edit option and you will see a list of the parts you ordered. You should click on Apply for those you want to now place on the workorder, and Delete if you won’t be using it. You can also modify the partnumber, the price, the description … just click on the item you wish to change.
To move parts from the list to the workorder, simply select the third entry in the drop down menu next to the Worldpac icon. Items will be then added to the list.
Finally, be sure to enter the invoice for the parts into Accounts Payable !
PO System / Stock Input
We have not activated this section yet … but its next. With this option you will start a PO, select Worldpac as the Vendor, and then you will build your order. When you finish, you will have all the parts you ordered on the PO. You can assign them to Workorders or inventory. When the parts arrive, call it up in Stock Input and process as normal … which means it will post everything to accounting. Look for this soon.