Use the following procedure to use the interface between PartSmart™ and Epicor Eagle™ POS for Windows. Note that this procedure assumes you are already familiar with PartSmart™ catalog application. For more information, see PartSmart's online help.
Note the following before you begin using the interface:
The interface supports "Smart Lookup" logic if the Smart POS item lookup flag is set to Yes in Options Configuration.
The interface posts stock items with the retail price from Inventory Maintenance as opposed to posting any Category Pricing or Matrix Pricing.
If a catalog item number exists in Inventory Maintenance but is associated with another item, that other item's information displays in PartSmart and is posted to POS. You can simply void the line from the POS transaction.
If an error condition is encountered when posting items to POS (i.e. SKU not of file, quantity not available, etc), the error message will display in POS and you will be required to act upon it, as you normally would when an error displays in POS. Once the appropriate action has been taken, POS posting will resume.
In POS, start a transaction (sale, credit memo, order, special order or estimate). Make sure your cursor is in the SKU field, in position to post an item.
Start the PartSmart application.
As necessary, do the following:
If you want detailed information about an item in the PartSmart catalog, perform a part inquiry. Inquiry information passed from the Eagle to PartSmart includes Replacement Cost, Retail, Primary Location and Quantity On Hand.
Note: If you do a part inquiry without POS running, the data displayed will be from the PartSmart catalog only. None of your inventory information (cost, retail, etc) will display.
From the Diagram mode, create an item list in the PartSmart Catalog and paste the items into the POS transaction you created in step 1. For items not in your inventory, the PartSmart interface will post the generic SKU you set up.
If you perform an exploded item diagram lookup in PartSmart in which each part is displayed and numbered , POS supports the Colorization feature. Click the Color icon to the left of the screen, and PartSmart will send a part inquiry of the complete list of SKUs to the POS interface. This may take a few minutes. A colored box appears around each part's number. Red means the part is either not stocked or the quantity on hand is zero. Yellow means the part is in your Inventory file, but the quantity on hand is less than the order point (i.e. your stock of the item is getting low). Green means the item is in your Inventory file, and the quantity on hand is greater than the order point (i.e. you have adequate stock of the item).