* Tools - OneSource Partslink Wizard ( OSPLWiz )

Installing the OneSource Partslink Wizard (OSPLWiz) on your server

• The OneSource Partslink Wizard (OSPLWiz) application requires the use of OneSource Auto Body Supply Software.  If you do not already have OneSource on your server please Contact Us to learn more how OneSource Software can save your company hours of time each day. 
• The OSPLWiz application also requires that your Partslink data be in the Partslink data file format.  If you have a current subscription to Partslink data you can use the OSPLWiz free of charge.  If you do NOT have a current subscription to Partslink data please Contact Us to learn more about purchasing a subscription to OneSource Software that includes the Partslink catalog data. 

Preparing to Use the Wizard

• Open the OSPLWiz.mdb file (which is usually stored on your Windows Server in the C:\Partslink folder).  
• Place the (converted and re-formatted) Partslink data files (supplied to you by OneSource Software) in C:\Partslink\Data folder.
• These files will be named: parts.txt, parts2.txt, cooling.txt
• Link your OneSource COMPANY DATA FILE to the wizard (if you have not done this already) by clicking on the Link Tables button when you first open the wizard.
•  NOTE: If you have not received a newer copy of the OSPLWiz since you last ran the wizard you do NOT need to do this step again. 

Using the Wizard

• Step 1: Open up the OSPLWiz.mdb file (from the C:\Partslink directory) and select the IMPORT / UPDATE PATS WITH 'Partslink Data' and then click Next.
• Step 2: Select the Data Types you want to import and/or update and then type YES in the box when prompted if the data files are in place.  (Assuming you followed the Preparing to Use the Wizard steps above) 
• If you select to Import RECYCLED ITEMS, new Recycled items will end with an R. (If you decide to make your own part number in Step 3 be sure to enter the Partslink#+R, such as HO1000254R for the Partslink #)
• If you select to make an extra RECYCLED 'Core' item, the newly created 'extra' item for Core will end with RX.  (An item postfix of RC is not used so as to avoid having C = Capa AND Core).  If you decide to make your own part # in Step 3 be sure to enter the Partslink#+RX, such as HO1000254RX for the Partslink #) 
• You can select the option to Append '(Patented)' to the end of all parts that have been identified as Patented parts.
• In order to cause new items (which have no sales history) to appear on the Auto PO #3 list (which displays parts to be order, based on your sales history) you can choose to select a default Min and Max value.
• Step 3: Select a New Item # creation method and any other options you would like.  Also view and make any changes from the items listed below in Step 4 then click Next.
• Step 4: 
• You can make any desired changes to any of these settings by clicking any of the following buttons:
• Set New Item Default Values button:  This allows you to select certain defaults that will be automatically selected for all new parts added.  (Note: You can edit any of these settings on the Final Edit Screen BEFORE committing the changes to OneSource).
• PTypesWeSell button: This option allows you to define, per part type (PType), whether or not that type of part will be imported, what the search Category and Sub-Category will be, where that type of part will fall in the sort order (on the QPC), what the PO Category will be (if you want to be able to 'group' items together by type (when using the Auto PO tools) into Categories like Taiwan/Sheet Metal, or Lamps/Mirrors, or Cooling, etc), etc
• Exclude Makes/Models button: 
• Partslink #'s to Exclude button:
• Find/Replace (Make/Model Re-Naming) button:
• You can select the Import New Items checkbox to import all NEW items. This will import ALL parts into the wizard (for you to view on the Final Edit Screen) BUT will automatically mark (as Excluded--and will NOT import) any items that meet the criteria you have selected to EXCLUDE the item if it has a certain PType, or is a Certain Make or Model, or fits a certain Year Range, or has a Partslink# that you want to exclude.
• You can select any of the options to UPDATE your existing items based on Year Range changes, Make/Model/Category changes, Item Description changes, and OEM # and Price changes.
• You can select the 'SPECIAL OPTION' to Delete and Rebuild your catalog, if you have duplicates in your catalog that you want to fix. (This will mark and delete ALL records in your catalog that appear to be a Partslink item, and then will rebuild your catalog from the version of the Partslink data you are importing.  It will also search for any items in your Inventory Item list that have NO search records in your Catalog and make 1 entry for that record as well).  
• If this option is selected you can also select the sub option to delete ALL records in your Catalog.  This works just like the option above except it deletes ALL records in your catalog, regardless of whether it appears to be a Partslink # or not.
• You can select the SPLIT MODELS option to split Models apart into separate catalog entries. For instance, a model of Blaze/Tahoe would be split into 2 separate search records: 1 for Blazer and 1 for Tahoe.
• You can select the CAP CONVERSION option to CAPITALIZE all item descriptions.
• You can select the AUTO CALCULATE/UPDATE RETAIL PRICE for new items or items where the OEM price changed.  This uses the Percent % you have entered, per PTYPE, on the PTypesWeSell screen discussed above.
• Step 5: Click Next
• What it does in the back ground: 
• Deletes the data out of the wizard (from previous sessions)
• Imports all data selected (from the .txt files) into a TEMP table in the wizard
• Makes new duplicate CAPA parts (and other certified parts)
• Checks to see if any PTypes are new, and need to have the Category, SubCategory, etc filled in before the wizard runs.. (IF THE Sell=Y or Null)
• Updates default values from the PTypesWeSell table (set up in Step 4)
• Determines which is the first of each Partslink # (so the other duplicates can be ignored when importing a single new part into your inventory item list).
• Checks to see if the part is 'AlreadyInOneSource', and updates the TEMP table with new Item #, depending on the new item # type selected by the user.
• Makes new 'duplicate' parts, if selected in Step 2 above, for CAPA, NSF, etc
• Builds new Item Descriptions (based on preferences selected)
• If user wants to import recycled items, appends Recycled item post fixes for Item Number, Item Description, and Item Part Quality Indicator (ReportCatory field)
• If selected by user, Auto Calculates the Retail Price
• Updates Insurance Price
• Marks as Excluded any item that is set to be excluded based on the part TYPE, Make, Model, Year Range, Partslink #, etc 
• Updates the descriptions (for existing OneSource Parts) if the Lock field on Inventory and/or Alias tables are equal to No.
• Re-Updates Category, SubCat, and GroupPricingID (in TEMP TABLE)
• Rebuilds the Item Descriptions again (to auto replace any find/replace key words set up by user)
• Step 6 - Make any final edits on the Final Edit Screen: 
• Once all of the functions in Step 5 are completed the Final Edit Screen will appear.  This screen gives the user a final opportunity to 'see' the data that 'will' be imported or updated--but isn't yet.
• These are the various sections that are included on the Final Edit Screen:
• Tab 1--Data in Wizard.  This tab shows:
• All parts that will be imported (click the New Items to Import button to see those parts)
• All parts that will be updated (click the Existing Items to Update button to see those parts)
• All parts that have been explicitly excluded by the user--by clicking the Excl checkbox next to the part (click the Items Excluded by User button to see those parts)
• Finish later...