Refer to Parts List page (Parts Advisor) for a description of this page. If using the Parts List page, note that parts are listed for:

• All services (with parts) approved during the write-up in wiADVISOR Dashboard. These are marked 'AS'.
• Services (with parts) recommended by the Technician during the inspection. These are marked 'REC'. They will be highlighted green once approved.

Note: To import a parts list prepared in StarParts, refer to Importing Parts from Service Library.

To import a parts list prepared in Service Library, use the Recommendations page and refer to Importing Parts from Service Library.

Note: To import a parts list prepared in Snap-on, use the Recommendation page.

To complete pricing and availability for all parts listed:

1. For each line marked ‘REC’, complete the fields to show part number, description and pricing for each part.
   • Where available, with parts tape integration, data is automatically populated based on the part number.
     • Use the search-as-you-type feature to find a part by description or number and select from the matching parts listed (up to 50).
     • If necessary, enter a custom part number and/or description that does not exist in the parts tape.
   • If parts matrices are enabled, select a source as described in Setting the source. The appropriate markup will be used to calculate the sale price.
   • The Parts Advisor can override the price.
   • If necessary, go to the Recommendation page to add any new parts needed using the "Parts List" window. The changes will be reflected immediately on the Parts List page.
2. Complete the stock status and inventory fields for each part. Status in mandatory. Data may be pre-populated if DMS parts inventory integration is enabled.
3. Click "Save" at the top of the Parts List page at any time to save the data.
4. Click "Delete" to delete selected 'REC' parts as necessary. Recommendation prices are updated if associated parts are deleted.
5. Click "Cancel Changes" to reset the information to the last save point.
6. When finished, click "Complete & Close" to save the information and complete the parts requests.

Parts information on the Recommendation page is updated to reflect the above information and is now ready for the Service Advisor's review.

Note: Once the status has changed to Reviewed or Confirmed, parts information on the Parts List page can still be revised as described in Making revisions .

Refer to Recommendation page (Parts Advisor) for a description of this page.

If using the Recommendation page to review and complete parts information for each Technician recommendation, follow the steps described below:

1. Parts price field – if a pre-priced service has been selected by the Technician, this field will be automatically populated. The Parts Advisor can override the price if necessary. This field will also be populated if the Parts Advisor uses the "Parts List" button.

Note: If the Parts List page was used, the Parts price field shows the sum of all Ext Sale prices entered for each part in the recommendation.

2. "Parts List” – opens a table to enter part price and availability information. The table calculates the sum of all parts and pre-populates the Parts price field. (Refer to Using the Parts List window for more information.) Information entered on the Parts List page for the recommendation also appears in this window:
   

Using the Parts List window

The Part List window can be used when multiple parts are required for the recommended repair.

Note: The Parts List window does not include parts associated with services approved during the write-up in wiADVISOR Dashboard. The Parts List page must be used for this information.

1. For each line, complete the fields to show part number, description and pricing for each part.
• Where available, with parts tape integration, data is automatically populated based on the part number. The information can be modified if needed.
  • Use the search-as-you-type feature to find a part by description or number and select from the matching parts listed (up to 50).
  • If necessary, enter a custom part number and/or description that does not exist in the parts tape.
• If parts matrices are enabled, select a source as described in Setting the source. The appropriate markup will be applied in order to calculate the sale price.
• The Parts Advisor can override the price.
• Inventory data may be pre-populated if DMS parts inventory integration is enabled.
2. Click "Delete" to delete selected parts as necessary. Recommendation prices are updated if associated parts are deleted.
3. Click "Cancel" to reset the information to the last save point.
4. When finished, click "Save & Close" to save the information and close the window.

The total price is automatically calculated and appears in the Parts price field in the Recommendation window.

Note: Toggle the "Full View" switch on to see all the columns. The default is the condensed view which shows only the columns key to the user type.

Note: To import a parts list prepared in Snap-on, use the Recommendation page.

Note: To import a parts list prepared in StarParts, refer to Importing Parts from Service Library

To import a parts list prepared in Service Library, use the Recommendations page and refer to Importing Parts from Service Library.

3. (if enabled) To import a parts list prepared in Snap-on, click the "EPC import" icon: and refer to Importing data from Snap-On.

4. To import a parts list prepared in Service Library, click on "Select Parts from Catalog" and refer to Importing Parts from Service Library.

5. "Stock Availability" icons– select one of the availability icons prior to selecting “Parts Request Completed”. If the Parts List page was used, the icon is automatically set as follows:
   • In Stock= all parts for the recommendation are in stock.
   • Not in Stock = none of the parts are in 'Stock' status (i.e. they were set to NBO, Order, Exchange, NLA).
   • See Parts List Tab = there is a combination of stock, not in stock and no status selected. The indicator refers the Service Advisor to the Parts List page for more information. This icon cannot be manually selected.
6. "Parts Request Cancel” – select to cancel the Parts Request. Selecting this changes the inspection status to Completed and returns the user to the vehicle queue page.
7. "Parts Request Completed” – select when finished. A pop-up appears to confirm completion as shown next. Select “Yes” to confirm.

The following information should be noted when selecting a source (parts matrix) for the part.

1. When selecting a matrix from the Source drop-down list for a row (i.e. for a recommended part):
   1. If a matrix has been configured as the default, it is pre-selected when a part is first added or subsequently updated, but can be changed.
   2. If there are no parts matrices enabled, the column is disabled and no markup is automatically applied.
   3. If this is an MPP part for an approved service (Parts List page only), the field is blank and disabled for the row.
   4. The column is read-only for Service Advisors and Technicians.
2. The Sale and Ext Sale prices are calculated automatically.
   • The markup % is determined from the matrix using the cost or list (MSRP) price of the part depending on the 'Markup Based On' setting.
   • The markup is applied to either the cost or list (MSRP) price of the part depending on the 'Apply Markup To' setting.
   • If the price is out of range for the selected matrix, or there are no matrices configured, or there is no matrix selected for the row, then the list price is used as the sale price.
   • If either the cost or list price is manually updated, the markup is re-calculated.
   • The sale price can still be updated manually as needed after a markup has been applied, but the Source field is cleared.

Example:

In the previous example, 'Matrix 3' was selected for the brake drum parts.

The matrix configuration in Configuration (above) specifies a markup based on cost but applied to the MSRP.

In the parts list, the List field for the part shows a cost of 138.76 so the markup (from the matrix) is 75.00 %.

The markup is then applied to the MSRP field (231.27) which calculates a price of 231.27 + 75% = 404.72 for the Sale field and a total of 2 (qty) x 404.72 = 809.44 for the Ext Sale field.

Note: DMS parts inventory integration is enabled by default. It is currently available for CDK, Dealertrack, Adams, PBS, DealerBuilt, Autosoft and Auto/Mate DMS.

For Auto/Mate, the dealer must also specifically authorize DFX to pull the DMS part inventory.

The following information is retrieved directly from the dealership's DMS and appears in both the Parts List page and Parts List window:

• Description
• Location ('Bin/Shelf')
• Quantity on hand ('Qty')

If price can be populated from the DMS:

• DMS customer price is used.

• If there is only a list price in the DMS, it is used along with the default parts price matrix to calculate the price.

• Source is set to 'DMS'. It can be changed to a parts price matrix if required.

• If the DMS has no list or customer prices, then price is retrieved from Snap-On or the parts tape.

Note: With some DMS, the Parts Advisor can also search for aftermarket parts. The full part number must be used.

If there is sufficient quantity for the parts request, the Status field on the Parts List page is automatically set to 'Stock'. It can be modified if needed.

Data from the DMS is highlighted as shown in the example above. It cannot be updated in Technician Inspection but is automatically refreshed from the DMS whenever the inspection is opened from the vehicle queue, the Parts List window is opened, or a part is added to the list. To manually refresh the data on the Parts List page, click the "Refresh On Hand" button. Once the inspection is in a Completed status, automatic and manual refreshes are disabled.

Note: If a new part number is entered that is in the DMS but not the parts tape, the associated data from the DMS is also retrieved.

Once the parts request is completed or canceled on either the Parts List page or the Recommendations page, the Parts Advisor is returned to the vehicle queue page. The inspection is removed from the queue and the Service Advisor is notified that the parts pricing and availability have been completed for the recommendation. The inspection status changes to Completed.

Once the status is Completed, Reviewed or Confirmed, revisions can still be made on the Parts List page by the Parts Advisor if the Technician initiates the revision of the inspection using the "Revise Inspection" button. Refer to Making revisions for more information about using the "Revise Inspection" button to make changes.

(if enabled for the dealership)

A parts list from Snap-on for can be imported directly into Technician Inspection for each recommendation:

• Click the "EPC Import" icon to open Snap-on in a separate browser tab.
• In Snap-on, prepare the parts list for the recommendation then export the work order to Technician Inspection. Export data includes part number, description and quantity.
  • For dealer's using CDK or Dealertrack with a Snap-on Integration Pro subscription, the price and quantity on hand from the DMS are included if available.
• Repeat for each recommendation.
• In Technician Inspection, use the Parts List window or the Parts List page to review the results and complete the parts request.

Note: For more information about integrating with Snap-on, contact Client Support.

A parts list built in Service Library for the inspection's recommendations can be imported directly into the inspection.

1. Click “Select Parts from Catalog” on the Recommendations page. Service Library opens in a separate browser tab with a list of the recommendations from the MPI.
   

Note: You will be prompted to log in to Service Library only the first time you access it each day.

2. Prepare the parts list and import it back to the MPI as described in Preparing the Parts List in Service Library .

3. When the parts have been imported into TI from Service Library, they can be reviewed in the Parts List window for the associated recommendation as shown above.

Note: You will need to refresh the Recommendations page to see the total parts price for the recommendation:

The full list can also be seen in the Parts List page.

Note: The on-hand inventory count from the previous night is included for each part.

4. Additional parts can be added as needed while completing (or revising) the parts request. Note that:

   • New parts will always be appended to the existing parts list in Technician Inspection.

   • Existing parts will not be updated or overwritten, even if for the same part number.

Preparing the Parts List in Service Library

When Service Library is opened from TI, each recommendation is listed in the Parts Pick List pop-up window:

Click “Choose Parts” beside a recommendation. You will be given two options for finding the correct parts:

You may either:

1. Select 'Go to Parts TOC' to go to the Service Library table of contents (TOC) for the VIN in order to find the correct parts section. Click the TOC entry to see the details on the right of the page:

   

2. Select the suggested parts section in the TOC based on the OP code and VIN. There may be more than one suggestion. The details appear immediately on the right of the page.

From the parts list at the bottom, select (check) the parts needed, and click “Add”:

The parts are added to the Parts Pick List window:

From the list, you can adjust the quantity if needed (+, -), delete a part (x) or click "Choose Parts" again to add more parts to the recommendation.

 

Superseded parts

If superseded parts are indicated by in the 'Super' column of the list, you can change to one of the superseding parts.

To review the superseding parts, click the icon.

The Parts Inventory window opens and lists the superseding parts.

Select (check) the correct part from the Supersedence list, and click “Add”.

The part appears in the Parts Pick List window.

Note: To return to the same Parts Inventory window to add another part from the Supersedence list, click 'x' to close this window.

From the Parts Inventory window, click "Close" or 'x' to return to the suggested parts list for the service. Additional parts can been added from there to the recommendation.

 

Additional Recommendations

To select parts for any other recommendations, first make sure all windows are closed then click the Shopping Cart in the menu bar at the top of the page to reopen the Parts Pick List and use "Choose Parts" as described above.

Note: Use the Shopping Cart to re-open the Parts Pick List at any time.

 

When the parts list is ready, click “Send to wiADVISOR MPI” to import the data into TI:

A message appears if the integration is successful.

No further parts can be added to the MPI using this session of Service Library. Close the window and return to TI.

5. To add more parts, initiate the parts selection from the Recommendations page again.

A parts list built in StarParts for the inspection's recommendations can be imported directly into Technician Inspection.

Note that:

• The parts file must be .csv or .xml format.
• This parts file must be accessible from the device used for Technician Inspection in order to import it. If necessary, after preparing the parts file in StarParts (which is restricted to a Windows machine) copy it to an appropriate location.
• Do not modify the format and content of the file as built by StarParts. It must still have the header row and one or more rows of data with part number and quantity fields. A part description is optional.
• Additional files can be imported as needed. Data will always be appended to the existing parts list in Technician Inspection.

1. Create your parts list in StarParts and export it (click "Exchange" ). Your StarParts configuration determines where the file is exported to and what the file type is.

2. In Technician Inspection, once one or more recommendations have been created (and saved) for the inspection, a parts file can be imported by a Parts Advisor or Dealer Administrator.
   
   On the Parts List page, click "Import Parts".

Note: The inspection must be for a Stellantis vehicle.

3. From the Open file window that appears, locate your parts file. Select it then click "Open".
   
   
   
   If the selected parts file is not the correct file type or format, an error message appears. Click "Dismiss" to return and select the correct file.
   

4. Your parts data appears in a pop-up window. Link each row to a Technician's recommendation using the drop-down lists.

5. When at least one part has been linked, the "Import" button is enabled. Click it when you are ready.
   
   
   
   If one or more parts were not linked to a recommendation, a warning message appears asking if you want to continue without importing those parts.

6.  Each imported part appears as a new row in the parts list.
   •  Existing parts data is not overwritten by the imported data. Rows are only added to existing data in the list.

Click "Save" on the Parts List page to save the data to the inspection.