Product Support
How To: Articles
Version 4.9.3
If You Previously Used Electronic Parts Ordering: Assigning Vendors to Catalogs (Version 4.9.3)
Setting Up Vendors and Electronic Parts Ordering (Version 4.9.3)
Using Electronic Parts Ordering (Version 4.9.3)
Spell Check (Version 4.9.3)

If You Previously Used Electronic Parts Ordering: Assigning Vendors to Catalogs (Version 4.9.3)

In ALLDATA Manage 4.9.3, an unlimited number of parts vendors may be used for each online catalog.

  • Each vendor name will appear on its own tab in the Catalog Viewer.

    • Note: Catalog names will no longer appear on the tabs.

 

If you ordered parts electronically prior to upgrading to ALLDATA Manage 4.9.3, you will need to complete this one-time process in order to continue ordering parts online.

  • This process will:

    • Assign the current vendors and credentials (such as user name and password) to the correct catalog.

    • Create the individual vendor tabs that will replace the catalog tabs in the Catalog Viewer.

 

IMPORTANT - Parts can NOT be electronically ordered until the vendor has been assigned to a catalog using the process below.

 

Assigning Vendors to Catalogs

  1. After upgrading to ALLDATA Manage 4.9.3, a pop-up screen will appear the first time ALLDATA Manage is opened (if you previously used electronic ordering.)

    • A listing will appear for each catalog that you had previously configured (entered user name and password credentials for).

  2. For each catalog with an actively-used vendor:

    • Click the drop-down box and select the vendor that works through that catalog.

      • Note: If no vendors are listed in the drop-down, skip to Step 4.

    • Instead of showing the catalog name, the tab on the Catalog Viewer will now show the vendor name.

    • Repeat for each catalog with actively-used vendors.

  3. For any catalog that is no longer used:

    • Click I haven't used this catalog.

    • Note: Even if you HAVE used this catalog in the past, select this option if it is no longer being used.

    • Repeat for each catalog that is no longer used.

  4. To temporarily skip making a choice for a catalog, or if the correct vendor is not listed in the drop-down:

    • Click I'll have to figure this out later.

      • Note: Nothing can be ordered from a vendor until it is assigned to a catalog, and the price matrix feature will not be available.

    • Select this option if:

      • You do not remember which vendor goes with which catalog and need to look up the information.

      • Your drop-down does not contain the correct vendor name.

        • In that case, create a new vendor record for the missing vendor. 

    • Repeat for each catalog that you want to skip assigning a vendor to for now.

  5. When one of the three choices has been made for each catalog listed, click Complete.

  6. ALLDATA Manage will open.

  7. The pop-up screen will continue to appear when opening ALLDATA Manage until one of the first two options has been selected for each catalog.