Working with Picklists

Use Picklists to create lists of parts that can be sent to your DMS.

Viewing the Picklist

The picklist pane appears at the bottom of the screen. The picklist pane is normally hidden when you first open the EPC. Click the Display Picklist icon at the bottom right of the screen to see the picklist.

Picklist Tools

Picklist management tools are located along the top of the Picklist toolbar.

Tool Function
Clear all parts from the picklist.
Save the picklist.
Print the picklist.
Add a part manually to the picklist. You must manually enter the part number, quantity, and description.

Open a saved picklist.

Note: The saved picklist will replace the contents of the current picklist pane when it opens. If you don't want to lose the current one, save it, or open a new job tab in which to open the saved picklist.

Copy the selected items from the picklist.
Select a source for prices displayed in the picklist. You can select a Price Book, if your distributor has made one available, in the Product Settings.
Show or hide various picklist prices.
Send parts to your DMS. This button appears only if you have configured integration.

To submit the current picklist to your DMS, click the arrow button . If more than one integration type is configured, click the list box arrow and select the integration type you want.
Display the picklist.
Display the picklist in full-screen mode.
Hide the picklist.
Right-click Options

Right-click your mouse anywhere in a picklist entry for more options:

  • Catalog Lookup: Go to the side-by-side display of the illustration and parts list where the part appears.
  • Copy Part Number: Copy the highlighted part number to your clipboard, from which you can paste it elsewhere.
  • Where Used: View a list of other vehicles on which the part is used.

Adding a Part to the Picklist

Click the Add to Picklist button next to a part in the parts list to add the part to the picklist.

Deleting a Part from the Picklist

Click the Delete button next to a part in the picklist to remove the part from the picklist.

Saving a Picklist

Save a picklist so that you can return to a job later or maintain lists of parts used for common repairs.

  1. Click the Save button to open the Save Picklist window.
  2. Type a picklist name.
  3. Click Save.

You can reopen a saved picklist at any time by clicking the Open button.

Managing Picklists

  1. At the top of the screen, click Manage → Picklists to open the Manage Picklists window.
  2. Highlight a picklist.
    • To open a saved picklist, click the Open button.
    • To rename a saved picklist, click the Rename button. Type the new name and click the Rename button.
    • To delete a picklist, click the Delete button next to the list you want to delete. Click the Yes button to delete the list.
  3. Click the Close button at the top right of the window.

Displaying Picklist Prices

Select an option from the picklist's Price menu to determine which price types will appear on the picklist.

Important: The price displayed for a part is the total price for the quantity selected. For example, if a part in the picklist shows "3" in the quantity column and "150.00" in a price column, the price for one part is 50.00.