Thermo King Electronic Parts Catalog (EPC) User Manual · PDF fileThermo King Electronic Parts Catalog (EPC) User Manual Last Update: November 1, 2011

Thermo King Electronic PartsCatalog (EPC) User ManualLast Update: November 1, 2011

Table of Contents

Preface................................................................................................................................ 1

Thermo King Electronic Parts Catalog (TK EPC) ............................................................. 2

Search for and View Model and Part Information............................................................ 2To narrow information in the Model and Grid Panels:.......................................... 4To refresh the models listed based on a selected grid: ....................................... 5To display the Preview Panel: ............................................................................. 5To view associated read-only notes (if available): ............................................... 6

View Grid Detail Information ........................................................................................... 6To re-launch the search feature: ......................................................................... 8To export a part list to PDF: ................................................................................ 9To navigate among grids:.................................................................................... 9To access supersede information: .....................................................................10To generate a new Pick List: ..............................................................................11To add to an existing Pick List:...........................................................................12To access existing Pick Lists:.............................................................................13To adjust the image view in the Illustration Panel:..............................................14To print part information: ....................................................................................14To utilize public notes: .......................................................................................15To utilize Stickies: ..............................................................................................16

FAQs ..................................................................................................................................17Thermo King® Customer Registration FAQs .................................................................19

TK EPC User Guide 1

PrefaceThis Thermo King User’s Manual contains confidential information of Thermo King, and isintended solely for the use and support of persons who are registered users of the ThermoKing iService™ System. If you are not a registered user of iService™, please call theThermo King iService Support Center at 1-877-272-7877, or email [email protected] to apply for registration, and refrain from using the manual until you have beenauthorized to do so by Thermo King. The use of this manual by registered users is subject tothe terms and conditions of the iService™ System Access and Use Agreement between theregistered user or its employer, and Thermo King, which among other things:

Expressly prohibits users from using, disclosing, displaying, copying, downloading,storing, reproducing, transmitting, distributing, reselling or otherwise commerciallyexploiting the Electronic Parts Catalog, or any of the other Resources andFunctionality relating to or otherwise available on or through the iService™ System;and

Obligates such parties to use their best efforts and all diligence to safeguard andprotect the Manual, and all other Confidential Information of Thermo King, as suchterm is defined therein.

If you have any technical support issues or concerns that this manual does not address, youmay wish to contact the Thermo King Site Support Center at 1-877-272-7877 or email towebsitesupport@Thermo King.com.

THERMO KING, IN PROVIDING THIS SYSTEM, ACCEPTS NO RESPONSIBILITY ORLIABILITY FOR THE SUITABILITY OF THE SYSTEM IN PROVIDING SPECIFICRESULTS. THERMO KING SHALL NOT BE LIABLE FOR ANY CLAIMS, CAUSES OFACTION, OR DAMAGES ARISING OUT OF OR ALLEGED TO ARISE OUT OF THE USEOR INABILITY TO USE THE iSERVICE™ SYSTEM. UNDER NO CIRCUMSTANCES WILLTHERMO KING BE LIABLE FOR ANY INCIDENTAL, CONSEQUENTIAL, OR SPECIALDAMAGES, REGARDLESS OF THE LEGAL THEORY ADVANCED.

The following are trademarks or registered trademarks of their respective companies: AdobePDF Viewer from Adobe Systems Incorporated; PowerPoint from Microsoft; and No-Pressure Selling from The Act Group.

TK EPC User Guide 2

Thermo King Electronic Parts Catalog (TK EPC)The TK EPC application allows you to search for and view part information from ThermoKing parts catalogs. From searches and viewing grid details you can view an image of thegrid, generate Pick Lists and manage notes concerning the selected grid.

Search for and View Model and Part InformationThe search function of TK EPC mimics a catalog, with model being books and grids beingchapters. Search filters on the search screen allow you to narrow your search.

1. Select the neededsearch parameter(model name, partnumber, etc.) byclicking the radiobutton to the left of theparameter.

2. Type the searchcriteria into the searchfield.

Search criteria mustmatch TK EPCnomenclature,including hyphens. Allsearches are wild cardenabled, so using awild-card character (*)is not necessary.

Notice that all parameters require a certain number of characters to complete a search(stated in red beneath the search field). Your search results will be narrower if you usemore characters. The ‘Search’ button will remain disabled until you enter the minimumnumber of required characters.

NOTE: The Search page allows you to view your Pick Lists, or personalized lists ofThermo King parts. To access, navigate to the top right of the screen and click the Pick

List icon ( ). Refer to the ‘To access existing Pick Lists’ section for more information.

NOTE: Dealer users who log in through iService can set up customer users through the‘Register a Customer Link’ on the initial search screen. This link is located in the top rightof the screen. Refer to the ‘Thermo King® Customer Registration FAQs (for Dealers withiService Accounts ONLY)’ section for more information.

3. Click ‘Search’ or tap your ‘Enter’ key to execute a search. The search results screendisplays, populated with models and grids related to your search parameters. Refer tothe image below for panel information.

TK EPC User Guide 3

The search results screen displays results at the model and grid level that relate to thesearch parameter. Some parameters access different levels or require added steps. Referto the table below for more information.

‘BOM’ number search Double-click the model/unit name in the searchresults screen’s Model Panel to pull up the grids(where the BOM number is embedded).

‘Part Number’ or ‘PartName’ search

Any parts matching the search parameter will beselected on the Grid Details screen (discussed insteps 5-7). Parts are tied to particular grids.

NOTE: There are three results for a partnumber search:(1) Part available in current catalog: Thesearch will pull up the grid for that part.(2) Part NOT available in current catalog: Youwill receive an invalid search.(3) Part superseded: The application will pullthe latest part number and display all gridscontaining the latest and superseded part.

‘Cross Ref. Number’search

The application will pull up the Thermo King partnumber associated with the cross referencenumber. To access the search results screen:

i. Click the linked part number (Aftermarket PartNo.) in the ‘Part No.’ column.

TK EPC User Guide 4

ii. A part number search automatically takes place.

NOTE: There are three results for a partnumber search:(1) Part available in current catalog: Thesearch will pull up the grid for that part.(2) Part NOT available in current catalog: Youwill receive an invalid search.(3) Part superseded: The application will pullthe latest part number and display all gridscontaining the latest and superseded part.

4. Perform any required operations on the search results screen. Options include: Narrow the information in the Model and Grid Panels Refresh the models listed on the selected grids Display a preview View associated read-only notes

NOTE: The information below refers to specific features available on the search resultsscreen. The process, including accessing grid details, is continued with steps 5-7.

To narrow information in the Model and Grid Panels:

i. On the searchresults screen,navigate to thetextbox areasunder the Modelor Gridheadings (in theModel or GridPanels,respectively).

ii. Click the radio button to select the needed filter (‘Part Number’ or ‘PartName’).

iii. Enter the information to filter by into the textbox under the Model or Gridheading. The filter is based on the information displayed in the Model andGrid Panels.

NOTE: The ‘Part Number’ field does not allow partial searches andrequires the entry of the full/exact part number. The ‘Part Name’field allows partial searches.

iv. Click the Go button. The Model or Grid Panels display the filtered results.

TK EPC User Guide 5

NOTE: Any parts matching the filter information will be moved to thetop of the Part List area on the Grid Details screen. This action onlyoccurs when filtering through the Grid Panel.

To refresh the models listed based on a selected grid:

i. On the searchresults screen,single-click agrid in the GridPanel. Theselected gridwill highlightblue.

ii. Themodels/unitsdisplayed in theModel Panelrefresh,showing a‘where used’ listfor the grid.

NOTE: You can also refresh the grids displayed based on a selectedmodel or unit (in the Model Panel). Single-click a model or unit in theModel Panel, and the Grid Panel will repopulate with all grids used in orassociated with the selected model or unit. This action updates therelationship among grid, model/unit and the original search results.

To display the Preview Panel:

On the search results screen, click the needed grid in the Grid Panel. ThePreview Panel (at right) displays the image associated with the grid.

TK EPC User Guide 6

To view associated read-only notes (if available):

In the Notes Panelon the searchresults screen,hover over the notetext. A mouseoverdisplays the fullnote.

NOTE: Public notes

( ) are read only,and they cannot bechanged, deleted orinserted by the EPC

user. Stickies ( )are user-specificand are only shownto the userID thatgenerated theSticky.

View Grid Detail Information

NOTE: The Grid Details is screen is only accessed following a completed search, detailed insteps 1-4.

5. Double-click the needed grid in the Grid Panel, or click the image in the Preview Panelon the search results screen to access the Grid Details screen.

6. The Grid Details screen displays. Refer to the image below for panel information.

TK EPC User Guide 7

NOTE: If you searched with the‘Part Name’ or ‘Part Number’parameter, then those partsmatching the criteria will beselected in the Part List Paneland moved to the top of the list.

This action also occurs if younarrow the information in theGrid Panels by part name orpart number. Refer to the ‘Tonarrow information in the Modeland Grid Panels’ for moreinformation.

7. Perform any needed or required options on this screen. Options include: Re-launch the search feature Export a part list to PDF Navigate among grids Access supersede information Generate a new Pick List Add to an existing Pick List Access existing Pick Lists Adjust the image view Print part information Utilize public notes (access and print) Utilize Stickies (access, manage and print)

TK EPC User Guide 8

To re-launch the search feature:

NOTE: This feature is available on both the search results screenand Grid Details screen.

i. Tap the ‘Backspace’ key at any time during an EPC session to return tothe initial search screen.

NOTE: If you are on the search results screen, click the search icon

( ) in the top right of the screen.. The search area displays in thecenter of the screen.

ii. Use the radiobuttons toselect theappropriateparameter in thesearch dialogbox. Entersearchinformation intothe search field.Notice that all parameters require a certain number of characters tocomplete a search. Most requirements are stated in red beneath thesearch field.

iii. Click ‘Search’or tap your‘Enter’ key toexecute asearch. Thesearch resultsscreen willrepopulate withnew searchinformation.(Clicking ‘Cancel’ or the X-icon will close the feature.)

TK EPC User Guide 9

To export a part list to PDF:

i. In the Part ListPanel on theGrid Detailsscreen, selectthe neededparts using thecheckboxes tothe left of thepart(s).

NOTE: Ifneeded, clickthe checkbox inthe top left (tothe left of the‘Ref’ header) toselect all partsin the Part ListPanel.

ii. Once selected, click the Export to PDF icon ( ) located in the top rightof the Part List Panel.

iii. Your PDF viewer opens, displaying the selected part(s).

To navigate among grids:

NOTE: This feature allows you to navigate among the grids accessedfrom a search without returning to the search results screen to selecteach grid.

TK EPC User Guide 10

In the header areaabove the Part Listpanel, click the up

arrow ( ) toaccess the gridprevious to the gridcurrently displayingon screen. Clickthe down arrow

( ) to access thenext grid from thegrid currentlydisplaying onscreen. Thenavigation order isdetermined by theorder listed in theGrid panel on thesearch resultsscreen.

To access supersede information:

i. In the Part ListPanel on theGrid Detailsscreen, selectthe SupersedeInformation icon

( ) to the leftof the neededpart number.


ii. The PartsSuper Sessiondialog boxdisplays andshowssupersedeinformation,including partnumbersreplaced by thecurrent part andthe levelnumber of thatreplacement.

NOTE: Level 0 indicates the part selected in the Part List Panel.Level -1 indicates what the selected part has replaced. Level +1indicates what replaces the selected part.

To generate a new Pick List:

i. In the Part ListPanel on theGrid Detailsscreen, selectthe neededparts using thecheckboxes atleft.


ii. Once selected, click the Pick List icon ( ) located in the top right of thePart List Panel.


iii. The Pick Listdialog boxdisplays. Select‘Create a NewPick List’ fromthe ‘Select orCreate’ drop-down.

iv. Enter the PickList name in thefield provided.Do not useinvalidcharacters suchas / or \. ClickOK. The PickList is nowsaved.

To add to an existing Pick List:

i. In the Part ListPanel on theGrid Detailsscreen, selectthe neededparts using thecheckboxes atleft.


ii. Once selected, click the Pick List icon ( ) located in the top right of thePart List Panel.


iii. The Pick Listdialog boxdisplays. Select‘Create a NewPick List’ fromthe ‘Select orCreate’ drop-down.

iv. Click OK. The Pick List is now saved.

To access existing Pick Lists:

NOTE: This feature is available on both the search results screenand Grid Details screen.

i. A Pick List is a personalized list of specific parts that can be from acrossdifferent grids. To access Pick Lists, navigate to the Select the Pick List

icon ( ), located in the top right of the search results screen and the PartList Panel of the Grid Details screen.

NOTE: Ensure you do NOT have any parts selected in the Part Listpanel if you are accessing this feature from the Grid Details screen.

ii. The Pick List screen displays with Pick List titles on the left and selectedPick List information on the right. (The selected Pick List is highlighted inblue.)

NOTE: To delete an entire Pick List, click the checkbox to the left of

the Pick List title, and click the Delete icon ( ) on the left side ofthe screen.

iii. To view a Pick List, click the appropriate Pick List name on the left. ThePick List displays at right.


iv. Perform any needed actions on the Pick List.

Edit the title andquantity fields

Click in the title and/or quantity fields on the right sideof the screen, and input the new information.

Save changesClick the Save icon ( ) located on the right side ofthe screen.

Delete unneededparts

Click the part’s checkbox, and then click the Delete

icon ( ) on the right side of the screen.

Export the list toPDF Click the Export to PDF icon ( ) in the top right of the

screen to generate a PDF file of the Pick List.

Exit the Pick List Click the X-icon in the top right of the Pick List screen.

To adjust the image view in the Illustration Panel:

Use the Zoom In ( ), Zoom Out ( ) and Fit to Width ( ) icons in the topright of the Illustration Panel (on the Grid Details screen) to make onscreenviewing adjustments to the preview image.

To print part information:

i. Click the Print icon ( ) in the top right of the Illustration Panel (on theGrid Details screen).


ii. A dialog boxdisplays.Select theappropriateradio button:Image,Image and PartList orPart List.

iii. Click the Print button. Your Window’s Print dialog window will appear.

To utilize public notes:

i. In the NotesPanel on theGrid Detailsscreen, click the‘Public’ link.The link will turnblue whenselected.

ii. All public notesassociated withthe grid displayin the NotesPanel.

NOTE: To print public notes, click to select the checkboxes to the left of

the appropriate note(s). Click the Print icon ( ) in the top right of thepanel to print. Your Window’s Print dialog window will appear.


To utilize Stickies:

i. In the NotesPanel on theGrid Detailsscreen, click the‘Stickies’ link.The link will turnblue whenselected.

ii. All Stickies(user-specificnotes)associated withthe grid willdisplay in theNotes Panel.Hover overnotes to viewthe completetext in amouseover.

iii. Options in this panel include:

Add a StickyClick the Add Sticky icon ( ) located in the top rightof the Notes Panel. Enter a new note in the textbox.Click ‘Save’ to save changes, or ‘Cancel’ to close thetextbox.

Delete a Sticky Select the Sticky or Stickies by clicking the checkboxes

to the left. Click the Delete icon ( ) in the top right ofthe Notes Panel.

Print selectedStickies

Select the Sticky or Stickies by clicking the checkboxes

to the left. Click the Print icon ( ) in the top right ofthe Notes Panel to print. Ensure your default printer ison.


FAQs

Search

How do I access the search screen?A search screen is available upon accessing the TK EPC application. You can tap theBackspace key on the search results or Grid Details screens to re-launch the search. Youcan also re-access the search area during use by navigating to the search results screen

and clicking the Search icon ( ) in the top right of the screen.

Why is the search button not active?All searches have a 2 to 4 character requirement for searches to help narrow search results.The search button will remain deactivated until the character requirement is met. Therequirements are listed in red under the search field after selecting the search filter.

Search Results

How do I access the search results screen?The search results screen displays following a search.

What are the panels on the search results screen?The search results screen is composed of the Model, Grid, Preview and Notes Panels. Clickhere to access an image describing the panels.

What options are available to me on the search results screen?You can accomplish the following on the search results screen:

Narrow the information in the Model and Grid Panels Refresh the models listed on the selected grids Display a preview View associated read-only notes

I searched by ‘Part Name’ / ‘Part Number’. Why did I only access models and grids onthe search results screen?The search results screen only displays information at the model and grid level. Double-clicking the needed grid displays the Grid Details screen. If you searched by ‘Part Name’ /‘Part Number’, then any search results will be selected in the Part List Panel.

Why can’t I add a public note?Thermo King personnel attach public notes to a particular grid. TK EPC users are notallowed to add public notes; however, users can add user-specific Stickies on the GridDetails screen.

Why can’t I add a Sticky?Stickies are read-only on the search results screen. Stickies can be managed on the GridDetails screen. To access the Grid Details screen, double-click the appropriate grid on thesearch results screen. The Grid Details screen displays. Navigate to the Notes Panel(located in the bottom left of the screen), and click the ‘Stickies’ link. Refer to ‘To utilizeStickies’ for more information.


Grid Details

How do I access the Grid Details screen?The Grid Details screen displays after double-clicking the needed grid in the Grid Panel onthe search results screen. The search results screen is accessed following a search.

What are the panels on the Grid Details screen?The Grid Details screen is composed of the Part List, Illustration and Notes Panels. Clickhere to access an image describing the panels.

What options are available to me on the Grid Details screen?You can accomplish the following on the Grid Details screen:

Re-launch the search feature Export a part list to PDF Navigate among grids Access supersede information Generate a new Pick List Add to an existing Pick List Access existing Pick Lists Adjust the image view Print part information Utilize public notes (access and print) Utilize Stickies (access, manage and print)

Pick Lists

What is a Pick List?A Pick List is a personalized list of specific parts. These parts can be from across differentgrids. The list is generated by the EPC user and can be emailed to other users.

How do I access Pick Lists?You can view and manage Pick Lists in two ways.

(1) Access the search results screen and click the Pick List icon ( ) in the top right of thescreen.(2) Access the Grid Details screen. Ensure no parts are selected. Click the Pick List icon

( ) in the Part List Panel.

For information on accessing existing Pick Lists, refer to ‘To access existing Pick Lists’.For information on generating a Pick List, refer to ‘To generate a new Pick List’.For information on adding to existing Pick Lists, refer to ‘To add to an existing Pick List’.

Why can’t I generate a new Pick List?Pick lists can only be generated on the Grid Details screen. Pick lists accessed through thesearch results screen can viewed and the existing information can be edited.

For information on generating a Pick List, refer to ‘To generate a new Pick List’.


Thermo King® Customer Registration FAQs (for Dealers withiService Accounts ONLY)

The following FAQs address situations commonly encountered while registering customersfor access to www.MyThermoKing.com. Customer registrations is only available to dealerswho have an iService account.

NOTE: You can set up multiple user accounts for each customer.

How do I register my customer for a new account?

1. Your customers will not be able toregister new accounts. You will need toregister new accounts for yourcustomers. You can do this by logginginto your dealer account and clicking on‘Part Catalog (New)’.

2. You will be taken to the Electronic Parts Catalog where you should click on ‘Register aCustomer.’

3. A new window appears with a sign-up form available.

NOTE: The Electronic Parts Catalog will continue to run in the background. When youreceive confirmation of a successful account registration, the sign-up form will reset, andyou can simply close out the window.


What information will you need when registering your customer for an account?

You will be prompted tocomplete a registration formonline. (Refer to step 3above.)You will need to enterappropriate information intothe provided spaces.

NOTE: The fields markedwith asterisks are required.Please refer to the tablebelow for further explanation.

Select entry fields explained:3.

Company Information You are required to enter the customer’s company name,address, and phone number.

Customer Code /Number

You will be able to identify your customers by the customercodes/numbers you assign to them at this step. This numberis unique to each customer.

User Information You are required to enter the customer user’s first name, lastname, email address, and phone number.

User Name You will create a user name for the new user. This user namewill be the login name for the user’s MyThermoKing account.If the user name you create is already taken, you can tryusing a combination of letters and numbers.


What are some common issues I may encounter?

User NamesOccasionally, the user name you created for your customer may already be taken. In thiscase, you will need to create a different user name. You can try adding numerals orchanging some letters around to make your customer’s user name unique. Examplesinclude johndoe123, johndoes007 and john.doe52.

EmailYour customer’s email must be formattedcorrectly (i.e. [email protected]). If theemail is formatted incorrectly, you will beprompted to enter a correct format.

How can I tell if I have registered the account successfully?Once a user name has beensuccessfully created, you will see the‘Registration is Complete’ message.You can close this window and returnto the Electronic Parts Catalog. If youneed further assistance, please [email protected] orcall 1-877-272-7877.

What can my customer expect when I register the new account?

1. Your customer can expecta new user emailcontaining his/her username, a system generatedpassword for the newaccount, and logindirections forMyThermoKing.com.


2. Your customer can now accesswww.MyThermoKing.com and log in tohis/her new account.

Documents

Thermo King Electronic Parts Catalog (EPC) User Manual · PDF fileThermo King Electronic Parts Catalog (EPC) User Manual Last Update: November 1, 2011