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MediaCAT User Guide

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Page 1: MediaCAT User Guide

© 1996 - 2007 eVision Technologies, Inc. Page 1

Page 2: MediaCAT User Guide

eVision Technologies, Inc. Page i

Revision History Date Revision Description Author Jan 2006 1.0 Initial Version eVision Technologies Mar 2006 1.1 V3.19 modifications eVision Technologies May 2007 1.2 V3.23 modifications eVision Technologies

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© 1996 - 2007 eVision Technologies, Inc. Page ii

Table of Contents

1.  INTRODUCTION ....................................................................................................................... 1—1 

1.1.  PURPOSE OF THE GUIDE ............................................................................................................. 1—1 1.2.  PRODUCT OVERVIEW .................................................................................................................. 1—1 1.3.  MEDIACAT® SOFTWARE VS. ELECTRONIC CATALOG ................................................................ 1—1 

2.  MEDIACAT® SOFTWARE INSTALLATION ....................................................................... 2—1 

2.1.  COMPUTER REQUIREMENTS ....................................................................................................... 2—1 2.2.  STARTING THE SETUP PROGRAM ............................................................................................... 2—2 2.3.  INSTALLATION WELCOME ............................................................................................................ 2—4 2.4.  INSTALLATION STEPS .................................................................................................................. 2—6 2.5.  NETWORK CONSIDERATIONS .................................................................................................... 2—13 2.6.  TERMINAL SERVER .................................................................................................................... 2—13 

3.  START THE MEDIACAT® SOFTWARE .............................................................................. 3—1 

3.1.  START MEDIACAT® SOFTWARE ................................................................................................. 3—1 3.2.  EXPLANATION OF PRIMARY MEDIACAT® SCREEN ..................................................................... 3—3 

3.2.1.  Toolbar Menu .................................................................................................................... 3—3 3.2.2.  Options Menu .................................................................................................................... 3—4 3.2.3.  Primary Viewing Area ...................................................................................................... 3—5 

3.3.  MEDIACAT® LANGUAGE SELECTION .......................................................................................... 3—5 

4.  ELECTRONIC CATALOG ...................................................................................................... 4—1 

4.1.  DOCUMENTS INCLUDED ON THE CD-ROM ................................................................................. 4—1 4.2.  ACCESSING THE ELECTRONIC CATALOG .................................................................................... 4—1 4.3.  ACCESSING DOCUMENTS FROM THE CD-ROM ......................................................................... 4—3 4.4.  ACCESSING DOCUMENTS FROM THE COMPUTER HARD DRIVE ................................................. 4—7 4.5.  REMOVING ELECTRONIC CATALOG ACCESS ............................................................................ 4—11 

4.5.1.  Removal of CD-ROM Access ....................................................................................... 4—12 4.5.2.  Removal of Computer Hard Drive Access .................................................................. 4—14 

4.6.  VERIFY CATALOG SETTINGS ..................................................................................................... 4—17 4.7.  NETWORK CONSIDERATIONS .................................................................................................... 4—18 

5.  SELECTING DOCUMENTS .................................................................................................... 5—1 

5.1.  SELECTING THE ELECTRONIC CATALOG ..................................................................................... 5—1 5.2.  DOCUMENT HIERARCHY SELECTION........................................................................................... 5—3 5.3.  QUICK FIND DOCUMENT SELECTION .......................................................................................... 5—9 5.4.  FIND DOCUMENT SELECTION OPTION MENU ........................................................................... 5—12 

5.4.1.  Document Hierarchy Find ............................................................................................. 5—13 5.4.2.  Product Find .................................................................................................................... 5—16 5.4.3.  Documents Find ............................................................................................................. 5—19 5.4.4.  Items Find ........................................................................................................................ 5—22 5.4.5.  Favorites Find ................................................................................................................. 5—26 

5.5.  OTHER DOCUMENT NAVIGATION FEATURES ............................................................................ 5—27 5.5.1.  Document Navigation Buttons ...................................................................................... 5—27 5.5.2.  Previous Page ................................................................................................................ 5—30 

5.6.  PRODUCT INFORMATION ........................................................................................................... 5—31 5.6.1.  Information and notes .................................................................................................... 5—33 5.6.2.  Notes ................................................................................................................................ 5—34 5.6.3.  Technical information ..................................................................................................... 5—35 5.6.4.  Item image ....................................................................................................................... 5—36 

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5.6.5.  Add to current transaction ............................................................................................. 5—36 5.6.6.  Show help ........................................................................................................................ 5—36 5.6.7.  Close ................................................................................................................................ 5—36 

6.  FAVORITES .............................................................................................................................. 6—1 

6.1.  ADDING FAVORITES ..................................................................................................................... 6—1 6.2.  MODIFYING FAVORITES ............................................................................................................... 6—7 6.3.  SELECTING FAVORITES ............................................................................................................. 6—17 

7.  VIEWING SPARE PARTS LISTS .......................................................................................... 7—1 

7.1.  IMAGE POSITIONING .................................................................................................................... 7—1 7.2.  MODEL NUMBER SELECTION ...................................................................................................... 7—4 7.3.  ZOOMING IN / ZOOMING OUT ...................................................................................................... 7—5 7.4.  SELECTING DOCUMENT ‘HOT SPOTS’ ....................................................................................... 7—11 7.5.  ITEM NUMBER QUICK REFERENCE ........................................................................................... 7—12 7.6.  SPARE PARTS LIST INFORMATION ............................................................................................ 7—14 

7.6.1.  Additional Pricing Information ....................................................................................... 7—15 7.6.2.  View Legend ................................................................................................................... 7—16 7.6.3.  View Notes ...................................................................................................................... 7—17 7.6.4.  Resize Column Width .................................................................................................... 7—19 

7.7.  ITEM INFORMATION .................................................................................................................... 7—22 7.7.1.  Information and Notes ................................................................................................... 7—23 7.7.2.  Additional Information .................................................................................................... 7—24 7.7.3.  Where used ..................................................................................................................... 7—25 7.7.4.  Notes ................................................................................................................................ 7—26 7.7.5.  Technical information ..................................................................................................... 7—27 7.7.6.  References ...................................................................................................................... 7—28 7.7.7.  Item Image ...................................................................................................................... 7—29 7.7.8.  Supplier ............................................................................................................................ 7—30 7.7.9.  Includes ........................................................................................................................... 7—31 7.7.10.  Stock information ....................................................................................................... 7—32 7.7.11.  Add to current transaction ........................................................................................ 7—33 7.7.12.  Show help ................................................................................................................... 7—33 7.7.13.  Close ............................................................................................................................ 7—33 

8.  VIEWING ADOBE PDF MANUALS ...................................................................................... 8—1 

8.1.  ZOOM IN / ZOOM OUT .................................................................................................................. 8—2 8.2.  PRINTING ..................................................................................................................................... 8—4 8.3.  PAGE UP / PAGE DOWN .............................................................................................................. 8—5 

9.  VIEWING SPECIAL TOOLS ................................................................................................... 9—1 

9.1.  SPECIAL TOOL PAGE ................................................................................................................... 9—2 9.2.  PRODUCT AND MODEL WHERE-USED ......................................................................................... 9—3 

10.  COMPARE SPARE PARTS LIST ........................................................................................ 10—1 

11.  SHOPPING CART PROCESSING ...................................................................................... 11—1 

11.1.  CREATE SHOPPING CART ..................................................................................................... 11—1 11.2.  MODIFY SHOPPING CART ..................................................................................................... 11—8 11.3.  DELETE SHOPPING CART ..................................................................................................... 11—8 11.4.  PRINT SHOPPING CART ........................................................................................................ 11—9 11.5.  EXPORT SHOPPING CART ..................................................................................................... 11—9 11.6.  TRANSACTION ADMINISTRATION ......................................................................................... 11—10 

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12.  SUPPLIER ADMINISTRATION ............................................................................................ 12—1 

12.1.  NEW SUPPLIER ...................................................................................................................... 12—2 12.1.1.  Company Tab ............................................................................................................. 12—3 12.1.2.  Price Groups Tab ....................................................................................................... 12—3 12.1.3.  Discount Groups Tab ................................................................................................ 12—4 12.1.4.  Send Orders Tab ....................................................................................................... 12—5 12.1.5.  Prices Tab ................................................................................................................... 12—6 

12.2.  MODIFY SUPPLIER................................................................................................................. 12—7 12.3.  DELETE SUPPLIER ................................................................................................................. 12—9 12.4.  SHOW HELP ........................................................................................................................ 12—10 12.5.  CLOSE ................................................................................................................................. 12—10 

13.  CUSTOMER ADMINISTRATION ......................................................................................... 13—1 

13.1.  NEW CUSTOMER ................................................................................................................... 13—2 13.1.1.  Customer Tab ............................................................................................................. 13—3 13.1.2.  Billing Address Tab .................................................................................................... 13—3 13.1.3.  Shipping Address Tab ............................................................................................... 13—4 13.1.4.  Information and Notes Tab ....................................................................................... 13—5 

13.2.  MODIFY CUSTOMER .............................................................................................................. 13—6 13.3.  DELETE CUSTOMER .............................................................................................................. 13—8 13.4.  SHOW HELP .......................................................................................................................... 13—9 13.5.  CLOSE ................................................................................................................................... 13—9 

14.  TRANSACTION ADMINISTRATION ................................................................................... 14—1 

14.1.  MODIFY / CLOSE TRANSACTION ........................................................................................... 14—2 14.1.1.  Close / Open Transaction ......................................................................................... 14—4 14.1.2.  Change Transaction Type ........................................................................................ 14—6 14.1.3.  Convert Purchase Order / Warranty ....................................................................... 14—7 14.1.4.  Convert Invoice / Estimate ...................................................................................... 14—10 14.1.5.  Print Transaction ...................................................................................................... 14—13 14.1.6.  Export Transaction ................................................................................................... 14—13 14.1.7.  E-mail Transaction ................................................................................................... 14—13 14.1.8.  e-Commerce Transaction ....................................................................................... 14—13 14.1.9.  mediaCAT® Interface .............................................................................................. 14—14 

14.2.  COPY / PASTE TRANSACTION ............................................................................................. 14—14 14.3.  DELETE TRANSACTION ........................................................................................................ 14—15 14.4.  SHOW HELP ........................................................................................................................ 14—17 14.5.  TRANSACTION RETENTION .................................................................................................. 14—17 14.6.  CLOSE ................................................................................................................................. 14—17 

15.  PRICE MAINTENANCE ........................................................................................................ 15—1 

15.1.  IMPORT PRICE LIST ............................................................................................................... 15—1 15.1.1.  Price File Tab ............................................................................................................. 15—2 15.1.2.  mediaCAT® Interface Tab ........................................................................................ 15—3 

15.2.  MULTIPLY PRICES ................................................................................................................. 15—4 15.2.1.  Prices Tab ................................................................................................................... 15—5 15.2.2.  Delete Tab .................................................................................................................. 15—6 

15.3.  SUPPLIER PRICE MANAGEMENT ........................................................................................... 15—6 

16.  MEDIACAT® INTERFACE ................................................................................................... 16—1 

16.1.  INTERFACE ENABLING ........................................................................................................... 16—1 16.2.  IMPORT PRICE LIST ............................................................................................................... 16—2 16.3.  IMPORT STOCK INFORMATION .............................................................................................. 16—2 

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17.  PERSONAL SETTINGS ........................................................................................................ 17—1 

17.1.  ADDRESS TAB ....................................................................................................................... 17—2 17.2.  COMMUNICATION TAB ........................................................................................................... 17—3 17.3.  TEMPLATES TAB .................................................................................................................... 17—4 17.4.  E-MAIL PROVIDER TAB .......................................................................................................... 17—5 17.5.  SHOPPING CART EXPORT FORMAT TAB .............................................................................. 17—6 17.6.  MEDIACAT® INTERFACE TAB ............................................................................................... 17—7 

18.  SYSTEM SETTINGS .............................................................................................................. 18—8 

18.1.  SETTINGS TAB ....................................................................................................................... 18—9 18.2.  TRANSACTION TAB .............................................................................................................. 18—11 18.3.  CLEAN DATABASE ............................................................................................................... 18—12 

19.  NOTES ..................................................................................................................................... 19—1 

19.1.  PRODUCT NOTES .................................................................................................................. 19—1 19.2.  DOCUMENT NOTES ............................................................................................................... 19—1 19.3.  ITEM NOTES .......................................................................................................................... 19—3 19.4.  NOTES FIND .......................................................................................................................... 19—3 

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1. Introduction 1.1. Purpose of the Guide

This guide describes the installation procedures and features for the eVision mediaCAT® electronic catalog product. This guide is written to support eVision mediaCAT® version 3.23. Some figure illustrations may reference earlier versions of mediaCAT, which indicates there is no change from the earlier version.

1.2. Product Overview mediaCAT® is an electronic catalog software product that is distributed on a CD-ROM to users who need quick and efficient access to sales and / or service documentation for a specific manufacturer product line. The mediaCAT® CD-ROM contains two types of information: a. The mediaCAT® electronic catalog software. b. An electronic catalog containing sales and / or service documentation for a

manufacturer product line. The mediaCAT® CD-ROM containing the software and electronic catalog is distributed periodically by the manufacturer or their authorized distribution agent when updates to the mediaCAT® software or electronic catalog are required.

1.3. mediaCAT® Software vs. Electronic Catalog The mediaCAT® software is a series of programs designed to read the information in the electronic catalog. mediaCAT® software is similar in concept to a microfiche reader in that it is the technology needed to read ‘microfiche’. The electronic catalog is a large, electronic file containing all documents that are published by the manufacturer. The electronic catalog is similar in concept to the microfiche sets that are periodically published by the manufacturer. Both the mediaCAT® software and the electronic catalog are required to access and view documentation on your computer. The mediaCAT® software must be installed on each computer where you intend to view the electronic catalog. The mediaCAT® Software Installation section provides step-by-step instructions for installing the mediaCAT® software. The mediaCAT® software can read the electronic catalog directly from the CD-ROM or from your computer hard drive. The Electronic Catalog section provides step-by-step instructions for instructing mediaCAT® to read the electronic catalog from the CD-ROM drive or from your computer hard drive.

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2. mediaCAT® Software Installation

2.1. Computer Requirements The mediaCAT® viewer is a Microsoft Windows compatible software application. The minimum computer hardware prerequisites include: • Pentium 700 MHZ • Windows 98SE, NT with SP6, ME, 2000 with SP3, XP, Vista • 256 MB RAM • 100 MB available hard drive to install viewer software • 4x CD-ROM drive • SVGA Monitor with minimum 800 x 600 resolution • Internet Explorer 6.0 or greater The recommended computer hardware prerequisites include: • CPU 2 Ghz • Windows 2000 with SP3, Windows XP, Windows Vista • 512 MB RAM • 700 MB of hard drive • 40x CD-ROM / DVD drive • SVGA Monitor with 1024 x 768 resolution • Internet Explorer 6.0 or greater

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2.2. Starting the Setup Program Manually start the setup program as described herein if the mediaCAT® autorun feature is disabled on your computer. You must have logged on to your Windows system with a user id that has Windows administration rights. The setup program used to install mediaCAT® on your computer is located on the CD-ROM that was distributed by the manufacturer. Locate the setup program named Setup.exe as follows: a. Insert the mediaCAT® CD-ROM into the CD-ROM drive on your computer. b. In the lower left hand corner of your computer screen is the Windows ‘Start’

button as shown in figure 2-1. Position your mouse pointer over the ‘Start’ button and then right-click your mouse to display a menu as shown in figure 2-1. Select the 2nd entry in the menu named ‘Explore’ by left-clicking on the entry with your mouse.

Figure 2 – 1 Start Windows Explorer

c. The Windows Explorer screen will appear as shown in figure 2-2 after

selecting the ‘Explore’ menu option. The left hand side of the Windows Explorer screen shows a list of the drive letters that are installed on your computer (e.g. Local Disk C:, Local Disk D:, etc.). One of these drive letters will correspond with your CD-ROM drive. Drive letter E: corresponds with the CD-ROM drive as shown in figure 2-2. You will also note that drive letter E is

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prefixed with the characters SCS-8600-02-2007. This is the CD-ROM label that indicates Service Communication System (SCS), 8600 (U.S. market) and the release date of 02-2007. Left-click with your mouse on the label and drive letter corresponding with the mediaCAT® CD-ROM. This will instruct Windows Explorer to show the contents of the CD-ROM in the right hand section of the Windows Explorer screen as shown in figure 2-2.

Figure 2 – 2 Windows Explorer

d. The right hand side of the Windows Explorer screen lists several folders and

files that are contained on the CD-ROM. Locate the ‘Setup’ file and double-click on this entry with your mouse to launch the mediaCAT® setup program.

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2.3. Installation Welcome a. The first screen that will appear after starting the ‘Setup’ program will be the

welcome screen as shown in figure 2-3. mediaCAT® can display screen information in several languages as shown in the language selection box. Select your default language preference that will be used to guide you through the remaining installation steps and then click on the ‘Next’ button.

Figure 2 – 3 Welcome Screen

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b. mediaCAT® will display a license agreement acceptance screen as shown in as shown in figure 2-4 once you select your language preference. Select the ‘I Agree’ or ‘I Do Not Agree’ button to confirm or reject the terms of the license agreement and then click the ‘Next’ button. mediaCAT® will terminate the installation process if you do not accept the terms of the license agreement.

Figure 2 – 4 License Agreement

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2.4. Installation Steps a. The mediaCAT® installation process will ask for registration information when

it is ready to install mediaCAT® on your computer as shown in figure 2-5. Enter your company information and then click on the ‘Next’ button to proceed. This information is used for printing reports and enabling the 3rd party business syste interface.

Figure 2 – 5 Personal Settings

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b. mediaCAT catalogs can be accessed from the CD-ROM or you can optionally copy the catalogs to your computer hard drive. Figure 2-6 provides you with information so you can decide if you want to leave the catalog on the CD-ROM or whether you want to copy the catalog the hard drive. Click on the ‘Next’ button once you understand your catalog installation options.

Figure 2 – 6 mediaCAT® Catalog Installation Options

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c. The screen shown in figure 2-7 displays the catalogs that are stored on the CD-ROM. Select the large checkbox to the right of the company logo if you want to copy the catalog from the CD-ROM to your computer hard drive during the installation process. The catalog WILL NOT be copied to your computer hard drive if you leave the checkbox unselected. The ‘Install To’ and ‘Default Path’ buttons become enabled if you choose to install the catalog onto your computer hard drive. The catalog will be installed to a Windows shared folder by default (the Default Path button), or you can optionally choose the ‘Install To’ button to choose your own installation path preference. Choosing the ‘Install To’ button will display a Windows Explorer type screen that allows you to select your folder preference for installation. Click on the ‘Next’ button once you have chosen your catalog installation preference.

Figure 2 – 7 mediaCAT® Catalog Installation Selection

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d. Next you will be prompted to confirm the destination location of where the mediaCAT® software will be installed on your computer work as shown in figure 2-8. It is strongly recommended that you accept the default destination folder that was selected by the installation routine. You can change the destination folder to a location of your choice by selecting the ‘Browse’ button and specifying a different location. Do not attempt this destination folder change unless you are an experienced computer administrator. Confirm the selected destination folder(s) or change the folder and then click on the ‘Next’ button.

Figure 2 – 8 mediaCAT® Destination Location

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e. mediaCAT® now has the information it needs to install both the software and the catalogs as shown in figure 2-9 and is ready to begin installation. Click on the ‘Install’ button to begin installation.

Figure 2 – 9 mediaCAT® Install Confirmation

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f. The install shield wizard will begin copying the mediaCAT® program files as shown in figure 2-10. The message shown under the hour glass tells you that program files are being copied. It should only take a few minutes to complete the installation process depending on the speed of your computer.

Figure 2 – 10 Installation in Progress

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g. The install shield wizard will begin copying the catalog files to your computer hard drive if this was your preference as selected in step 2.4.c. The message shown under the hour glass tells you the installation routine is copying the catalog files as shown in figure 2-11. This could take several minutes to complete depending on the speed of your computer.

Figure 2 – 11 Installation in Progress

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h. The Install Shield wizard will give you an installation complete message as shown in figure 2-12. This screen will appear for a few seconds and then be automatically removed by the install shield wizard.

Figure 2 – 12 Installation Complete

2.5. Network Considerations Refer to the mediaCAT® Network Installation Guide if you wish to install mediaCAT® in a networked environment.

2.6. Terminal Server mediaCAT® v3.19 and higher supports terminal server implementations. Your computer administrator must install the mediaCAT® software and then all client computers can access mediaCAT® over the terminal server.

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3. Start the mediaCAT® Software

3.1. Start mediaCAT® Software a. Select the ‘Start’ button located in your Windows task bar as shown in figure

3 – 1. Figure 3 – 1 Windows Start Button

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b. A list of Windows options will appear as shown in figure 3 – 1. Select the ‘All Programs’ option to display a list of software programs currently installed on your computer as shown in figure 3 – 2.

Figure 3 – 2 – List of Installed Programs

c. Locate the program named ‘MediaCAT’ and select this entry to start the

mediaCAT® software program. mediaCAT® will commence an initialization process, and when complete, the primary mediaCAT® screen will appear as shown in figure 3 – 3. Refer to the mediaCAT® Software Installation section if the icon does not appear and you have not installed the mediaCAT® software.

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3.2. Explanation of Primary mediaCAT® Screen

The mediaCAT® primary screen is divided into three areas; a toolbar menu, an options menu, and a primary viewing area as shown in figure 3 – 3.

Figure 3 – 3 Primary mediaCAT® Screen

3.2.1. Toolbar Menu

The toolbar menu area contains seven navigation buttons. These buttons include: a. Close button – used to terminate the mediaCAT® software

application. b. Back button – used to navigate backwards in a document catalog.

The back button is similar in function to the ‘Back’ button in your Internet browser.

c. Print button – used to print documents or transactions. d. Open Transaction Administration button – used to open the

Transaction Administration feature of the mediaCAT® software. e. Help button – open the help screen to access the mediaCAT® help

system.

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f. Favorites button – used to add or remove documents and / or products to your list of frequently accessed Favorites list.

g. Business System button – indicates if mediaCAT is connected to a 3rd party business system. Red indicates disconnected and Green indicates connected.

3.2.2. Options Menu

The options menu contains four navigation buttons that allow you to access and control the primary features of the mediaCAT® software. These buttons include: a. Settings – used to configure the primary operating characteristics of

the mediaCAT® software. b. Catalogs – used to specify which document database you want to

access. c. Find – used to access the advanced search features of the

mediaCAT® software. d. Documents – displays a list of available documents from the

document database for the selected catalog. The documents are displayed in a Windows Explorer type document hierarchy.

An options menu will expand to show the submenu options that are available when the option is selected. Figure 3 – 4 shows the submenu options that are available for the ‘Settings’ options menu.

Figure 3 – 4 Settings Submenu Options Example

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3.2.3. Primary Viewing Area

The primary viewing area is used to display the selected document as shown in the figure 3 – 5 example. This example displays spare parts list document in the primary viewing area.

Figure 3 – 5 Sample Document in Primary Viewing Area

3.3. mediaCAT® Language Selection

The mediaCAT® software can be used in several languages. You will want to ensure that the language selection is set to your desired preference. The following steps allow you to change the mediaCAT® user interface language.

a. Select ‘Settings’ from the options menu to display the submenu options as shown in figure 3 – 4.

b. ‘Set Language’ is the third submenu option from the bottom of the Settings options menu. Select the ‘Set Language’ submenu option to display the language selection screen as shown in figure 3 – 6. Use your mouse and click on the drop down arrow to display the list of languages supported by mediaCAT®.

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Figure 3 – 6 Set Language Submenu Option

c. Scroll through the list of supported languages and select your language

preference. Click on the ‘OK’ button to confirm your language selection and mediaCAT® will immediately change the user interface language. Figure 3 – 7 shows what happens when the Japanese language is selected.

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Figure 3 – 7 Japanese Language Selection Example

d. Changing back to your native preferred language may be problematic if you

are unfamiliar with the currently selected user interface language. It is important therefore that you memorize the location of the mediaCAT® language selection option. Remember:

i) Select the ‘Settings’ options menu, which is the first options menu item as shown in figure 3 – 7.

ii) Select the ‘Set Language’ option, which is the third submenu option from the bottom as shown in figure 3 – 7.

iii) You can then change your language preference as shown in figure 3 – 6.

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4. Electronic Catalog

4.1. Documents included on the CD-ROM The electronic catalog is a large electronic file containing sales and / or service documents. Contact your Stihl distribution center if clarification is needed on the documents contained within the electronic catalog on the CD-ROM.

4.2. Accessing the Electronic Catalog The mediaCAT® software reads and displays documents from the electronic catalog in the primary viewing area. The electronic catalog is stored on the mediaCAT® Service Communications System CD by default. You can also copy the electronic catalog from the CD to the hard drive on your computer, and mediaCAT® can then read the electronic catalog from the computer hard drive. Reading the electronic catalog from your computer hard drive is faster than reading from a CD-ROM drive.

Figure 4 – 1 Electronic Catalog Read Options

You must configure the catalog settings to instruct mediaCAT® where to access the electronic catalog; from the CD-ROM or from your computer hard drive. mediaCAT® looks for a file named STIHL-SCS-03-2007-USA.CIF to determine where the electronic catalog is located. You will look for this file when configuring the catalog settings for CD-ROM access or computer hard drive access. You will note from figure 4 – 2 that the STIHL-SCS-03-2007-USA.CIF file is in the same location on the mediaCAT® CD-ROM as the setup program was located.

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Figure 4 – 2 Windows Explorer View of CD-ROM

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4.3. Accessing Documents from the CD-ROM

Accessing the electronic catalog directly from the CD-ROM has the advantage of requiring no additional computer hard drive space. The disadvantage is the document access will be slower based on the speed of your CD-ROM drive. Use the following procedures to configure mediaCAT® for accessing the electronic catalog directly from the CD-ROM.

a. Insert the Stihl mediaCAT® Service Communications System CD-ROM into your computer CD-ROM drive.

b. Start the mediaCAT® Software if you have not already done so.

c. Select ‘Settings’ from the options menu to display the submenu options as shown in figure 4 – 3.

Figure 4 – 3 Settings Submenu Options

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d. Click on the last submenu option named ‘Catalog Settings’ to display the Install / Uninstall Catalog form as shown in figure 4 – 4.

Figure 4 – 4 Install / Uninstall Catalog

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e. The list of catalogs contained within the Install / Uninstall Catalog form will initially be empty as shown in figure 4 – 4. Your task is to add an entry to this list that corresponds with the location of the STIHL-SCS-01-2006-USA.CIF file. Click on the ‘Add new catalog’ button to display the Windows file browse screen as shown in figure 4 – 5.

Figure 4 – 5 Windows File Browse

f. Locate the entry in the Windows browse file screen that corresponds with

your CD-ROM drive and select the root directory entry as shown in figure 4 – 5 since this is where the .CIF file is located. Note: Do not select the subfolders named Setup, STIHL and Tutorial. Click on the ‘OK’ button once you have selected the root directory entry.

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g. mediaCAT® will record the location of the electronic catalog by adding the selected entry to the Install / Uninstall Catalogs list as shown in figure 4 – 6. You will note that the columns labeled Path, Manufacturer, Catalogs, Version and Set language have an entry underneath their headings that correspond with the name and location of the Stihl electronic catalog.

Figure 4 – 6 Install / Uninstall Catalog

h. Click the ‘Close’ button to close the Install / Uninstall Catalog screen and

complete the catalog settings configuration.

i. Refer to the Verify Catalog Settings section to confirm that you have properly configured mediaCAT® to read the electronic catalog from the CD-ROM.

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4.4. Accessing Documents from the Computer Hard Drive

** NOTE ** The following steps are performed if you DID NOT install the catalog to our hard drive during the software installation process. Refer to Section 2 mediaCAT Software Installation instructions.

Accessing the electronic catalog from your computer hard drive has the advantage of quicker access since a hard drive can retrieve documents faster than a CD-ROM drive can retrieve documents. The disadvantage is that additional computer resources will be required in the form of computer hard disk space, which of course has an associated cost. You will need approximately 600 megabytes (MB) of unused hard disk space to install the electronic catalog on your computer hard drive. Use the following procedures to configure mediaCAT® for accessing the electronic catalog from your computer hard drive.

a. You may need to delete a previous version of the mediaCAT® Service Communications System electronic catalog from your computer hard drive if you are applying an update to a previous version of the CD. Refer to the Removing Electronic Catalog Access section if you are processing an update and first need to delete an older version of the electronic catalog to ensure you have enough free space on your computer hard drive.

b. You will first need to complete the steps outlined in the section Accessing Documents from the CD-ROM. The reason for this sequence is to identify the location of the electronic catalog that mediaCAT® will copy to your computer hard drive; the Stihl mediaCAT® Service Communications System CD.

c. With the Settings options menu still selected as shown in figure 4 – 3, click again on the ‘Catalog Settings’ submenu option to display the Install / Uninstall Catalog form as shown in figure 4 – 7.

Figure 4 – 7 Install / Uninstall Catalog

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d. Select the Stihl catalog from the list with one click of your mouse button and then click on the ‘Copy catalog’ button as shown in figure 4 – 7. The Windows File Selection screen will appear as shown in figure 4 – 8.

Figure 4 – 8 Windows File Selection

e. Click on the destination folder where you wish to copy the electronic catalog,

and then click the ‘OK’ button as shown in figure 4 – 8 to start the copy process.

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f. The installation in progress screen will appear as shown in figure 4 – 9 to indicate that copying the electronic catalog from the CD-ROM to your computer hard drive is in progress. This will take several minutes due to the size of the electronic catalog that is being copied.

Figure 4 – 9 Copy in Progress

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g. The installation in progress screen shown in figure 4 – 9 will be removed once the copy process is complete. An additional item will be added to your catalog list as shown in figure 4 – 10. This new entry contains a reference to the electronic catalog that is now loaded on your computer hard drive.

Figure 4 – 10 Install / Uninstall Catalog

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h. It is no longer necessary to maintain the CD-ROM access entry in the list once you have copied the electronic catalog to your hard drive. You can refer to the Removal of CD-ROM Access section once you have copied the electronic catalog to your computer hard drive. Another option is to maintain the CD-ROM entry in the list to be used for future updates to the electronic catalog. Caution should be exercised however when retaining the entry in the list; if the mediaCAT® Service Communications CD is kept in your CD-ROM drive then mediaCAT® is reading the electronic catalog from the CD-ROM instead of your computer hard drive.

i. Refer to the Verify Catalog Settings section to confirm that you have properly configured mediaCAT® to read the electronic catalog from your computer hard drive.

4.5. Removing Electronic Catalog Access

An updated mediaCAT® Service Communications System CD is produced and distributed on a recurrent schedule throughout the calendar year. This CD contains an updated electronic catalog and may contain an updated version of the mediaCAT® software. You shall need to repeat the steps outlined in Accessing Documents from the CD-ROM or Accessing Documents from the Computer Hard Drive for each mediaCAT® Service Communications System CD update to enable access to the updated electronic catalog.

Update processing however introduces the need to remove references to outdated editions of the electronic catalog. The procedures for removing the catalog settings for a electronic catalog are slightly different between CD-ROM document access and computer hard drive document access. Both processes however begin with the selection of ‘Settings’ from the options menu to display the submenu options as shown in figure 4 – 3. Next select ‘Catalog Settings’ from the submenu options to display the Install / Uninstall Catalog form. Complete the electronic catalog removal instructions as outlined below depending on whether you use CD-ROM or computer hard drive to access the electronic catalog.

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4.5.1. Removal of CD-ROM Access

Removal of CD-ROM access to the electronic catalog is performed after you have received an updated mediaCAT® Service Communications System CD and no longer need access to the outdated electronic catalog. Removal is also performed after copying the electronic catalog from the CD to your computer hard drive. Follow the procedures outlined below to remove access to the electronic catalog on the CD-ROM. a. Select the CD-ROM list entry that you wish to remove and click the

‘Remove catalog’ button as shown in figure 4 – 11. You will observe from figure 4 – 11 that the path column contains a CD-ROM drive icon designating that this entry is the CD-ROM entry.

Figure 4 – 11 Install / Uninstall Catalog

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b. You will be asked to confirm your remove catalog request as shown in figure 4 – 12. Click the ‘Yes’ button to confirm the request and mediaCAT® will remove the CD-ROM catalog settings entry from the list.

Figure 4 – 12 Remove Catalog Confirmation

c. Click the ‘Close’ button to close the Install / Uninstall Catalog screen

and complete the catalog settings configuration.

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4.5.2. Removal of Computer Hard Drive Access

Removal of computer hard drive access to the electronic catalog is performed after you have received an updated mediaCAT® Service Communications System CD and no longer need access to the outdated electronic catalog. Each electronic catalog is quite large and it would not be an efficient use of your computer hard drive space to retain outdated electronic catalogs. Follow the procedures outlined below to remove access to the electronic catalog on your computer hard drive. a. Select the computer hard drive list entry that you wish to remove and

click the ‘Delete catalog’ button as shown in figure 4 – 13. You will observe from figure 4 – 13 that the path column contains a computer hard drive icon designating that this entry is the computer hard drive entry.

Figure 4 – 13 Install / Uninstall Catalog

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b. You will be asked to confirm your remove catalog request as shown in figure 4 – 14. Click the ‘Yes’ button to confirm the request and mediaCAT® will remove the electronic catalog from your computer hard drive.

Figure 4 – 14 Delete Catalog Confirmation

c. mediaCAT® will commence the deletion of the selected electronic

catalog from your computer hard drive.

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d. The Install / Uninstall Catalog list will still contain the computer hard drive list entry after the electronic catalog has been deleted from your computer hard drive. The list entry however will only contain information in the path column, and the remaining columns of Manufacturer, Catalogs, Version and Set language will be empty as shown in figure 4 – 15.

Figure 4 – 15 Install / Uninstall Catalog

e. You can retain this entry in the list if you intend to copy an updated

mediaCAT® Service Communications System electronic catalog to this same computer hard drive location. Select this entry in the list and click the ‘Remove catalog’ button to permanently delete the location from your catalog settings if you intend to copy the updated electronic catalog to a different computer hard drive location.

f. Click the ‘Close’ button to close the Install / Uninstall Catalog screen and complete the catalog settings configuration.

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4.6. Verify Catalog Settings

You can verify that you have properly configured mediaCAT® to use the electronic catalog from the CD-ROM or hard drive by selecting ‘Catalogs’ from the options menu as shown in figure 4 – 16.

Figure 4 – 16 Catalogs Option Menu

The primary viewing area will display the Stihl logo indicating that you have properly configured the catalog settings and that the electronic catalog has been found by mediaCAT®.

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If the primary viewing area does not contain the Stihl logo as shown in figure 4 – 17 then you have either:

a. Incorrectly configured the catalog settings and should repeat the steps outlined in the sections Accessing Documents from the CD-ROM or Accessing Documents from the Computer Hard Drive.

b. You have configured the catalog settings to use the CD-ROM as outlined in the section Accessing Documents from the CD-ROM, and have subsequently removed the Stihl mediaCAT® Service Communications System CD from your computer CD-ROM drive. Insert the CD-ROM back into your computer CD-ROM drive and select ‘Catalogs’ again.

Figure 4 – 17 Electronic Catalog Not Accessible

4.7. Network Considerations

The steps outlined in the sections Accessing Documents from the CD-ROM or Accessing Documents from the Computer Hard Drive need to be repeated for each computer in your network where the mediaCAT® software is installed. You will need to configure the catalog settings to point to the location of the STIHL-SCS-03-2007-USA.CIF file on your computer network. The shared network location must be ‘switch free’ for the client computers if a policy has been established.

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5. Selecting Documents mediaCAT® provides a number of methods to access documents from the electronic catalog. The document selection and document viewing in the Stihl electronic catalog are best viewed with a screen resolution of 1024 x 768 or higher. Please refer to your Windows operating system for instructions on setting your computer screen resolution.

5.1. Selecting the Electronic Catalog mediaCAT® can be used to select catalogs for more than one manufacturer (e.g. Stihl, IBEA, etc.). Use the following procedures to select the Stihl electronic catalog. a. Select ‘Catalogs’ from the options menu. mediaCAT® will expand ‘Catalogs’

to show the submenu options and display the manufacturer logo in the primary viewing area as shown in figure 5 – 1.

Figure 5 – 1 Catalogs Option Menu Selection

Refer to the Electronic Catalog section to configure mediaCAT® to access the electronic catalog if the Stihl logo does not appear as shown in figure 5 – 1.

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b. The Stihl logo and other information appears in the primary viewing area as shown in figure 5 – 1 to identify the electronic catalog. Other information includes: i) The catalog version centered in the blue title section above the Stihl logo. ii) A catalog language selection. Some mediaCAT® Service

Communications System CD’s will contain multiple catalog languages, and this selection entry allows you to change the catalog language. Note: there is a difference between the mediaCAT® user interface language which is configured with the ‘Set language’ option in the ‘Settings’ options menu, and the electronic catalog language. You can for example select English as the mediaCAT® user interface language, and then view Stihl documents in German, if German is an available language in the electronic catalog. The cover of your mediaCAT® Service Communications System CD lists the electronic catalog language(s) that are available on the CD as shown in figure 5 – 2.

Figure 5 – 2 CD-ROM Cover

c. Click on the Stihl logo in the primary viewing area to select the Stihl electronic

catalog in the language that is specified in the catalog language selection.

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5.2. Document Hierarchy Selection a. mediaCAT® will display a document hierarchy as shown in figure 5 – 3 once

the Stihl electronic catalog is selected. This document hierarchy will show a list of all documents that exist in the electronic catalog organized into folders; Chainsaws, Outdoor Power Tools, Construction Equipment, Cleaning Systems, and General Information.

Figure 5 – 3 Document Hierarchy

b. The document hierarchy as shown in figure 5 – 3 appears in two locations;

once in the lower left hand portion of the options menu prefixed by the icon, and once in the upper right portion of the primary viewing area. In both cases the documents that exist in the electronic catalog are not yet visible. You must first open the individual folders to see the documents within the folders. For demonstration purposes we will view Illustration A – Crankcase, Crankshaft assembly for the model 028 gasoline powered chainsaw. Open the folder named ‘Chainsaws’ as shown in figure 5 – 4 by clicking once on the

preceding the chainsaws folder icon or by double-clicking on the chainsaws folder in the primary viewing area.

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Figure 5 – 4 Open Chainsaws Folder

c. The chainsaws folder as shown in figure 5 – 4 does not have any documents

in the folder, but is instead made up of the subfolders Gasoline Chainsaws, Electric Chainsaws, Saw Mills, Sharpeners, and Rivet Spinners and Chain Breakers. Open the gasoline chainsaws subfolder as shown in figure 5 – 5 by clicking once on the preceding the gasoline chainsaws subfolder icon or by double-clicking on the gasoline chainsaws subfolder in the primary viewing area.

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Figure 5 – 5 Open Gasoline Chainsaws Subfolder

d. The gasoline chainsaws subfolder as shown in figure 5 – 5 does not have any

documents in the folder, but instead is made up of a list of gasoline powered

chainsaw product numbers. The icon preceding the product number indicates that the entry is a product. You will also observe from figure 5 – 5 that this product number list is quite long and that mediaCAT® has added scroll bars in the options menu and primary viewing area to allow you to scroll through the list of product numbers. Scroll through the product number list in the options menu until you find product 028. Product 028 is already visible in the primary viewing area and shows product 028 consists of 028, 028 Q, 028 W, 028 WB models. Open the catalog for product 028 as shown in figure 5 – 6 by clicking once on product 028 in the options menu or double-clicking product 028 in the primary viewing area.

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Figure 5 – 6 Open Product 028 Catalog

e. The document hierarchy has been removed from the options menu and

primary viewing area and has been replaced with a list of individual documents that are contained in the product 028 catalog as shown in figure 5 – 6. The mediaCAT® Service Communications System contains three different types of documents: i) Spare Parts List documents that are stored in a special Stihl format.

These documents are identified with the icon preceding the document title. The Viewing Spare Parts Lists section contains instructions on how to view these document types.

ii) Reference manuals that are stored in an Adobe .pdf file format. These documents are identified with the icon preceding the document title. The Viewing Adobe PDF Manuals section contains instructions on how to view these document types.

iii) Special tool documents that are stored in a special Stihl format. These documents are identified with the icon preceding the document title. The Viewing Special Tools section contains instructions on how to view these document types.

The illustration A – Crankcase, Crankshaft document is the first document in the list. Open this document as shown in figure 5 – 7 by clicking once on the

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document in the options menu or double-clicking the document in the primary viewing area.

Figure 5 – 7 Open Illustration A, Crankcase, Crankshaft

Refer to the Viewing Spare Parts Lists section to learn about the features for viewing this document type. You can open other product 028 documents by clicking once on the document title in the lower left hand corner of the options menu.

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f. An Adobe PDF document named 50.2000 Technnical Information Documentation is the last entry in the document list located in the lower left hand side of the options menu as shown in figure 5 – 7. Open this document as shown in figure 5 – 8 by clicking once on the document. Refer to the Viewing Adobe PDF Manuals section to learn about the features for viewing this document type.

Figure 5 – 8 Open Adobe PDF Manual

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5.3. Quick Find Document Selection The Quick Find is an alternative to the Document Hierarchy Selection procedure for selecting product number specific documents. Use the following procedures to use the quick find for the product 028 gasoline powered chainsaw. a. Enter 028 in the text box as shown in figure 5 – 9. Click the ‘Find’ button to

commence the search process. Figure 5 – 9 Quick Find Entry

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b. mediaCAT® will search through the electronic catalog looking for the value ‘028’ and display the search results when the search is complete as shown in figure 5 – 10.

Figure 5 – 10 Quick Find Search Results

c. The quick find search found 028 in one product as shown in figure 5 – 10.

You will also observe from figure 5 – 10 that the product 028 product is

further identified with the icon.

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d. Double-click on product 028 from the search results screen as shown in figure 5 – 10 to display the list of available documents for the product 028 gasoline powered chainsaw as shown in figure 5 – 11.

Figure 5 – 11 Product 028 Document List

e. Double-click on a spare parts list document or an Adobe PDF manual from

the document list to display the individual documents for the product 028 gasoline powered chainsaw.

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5.4. Find Document Selection Option Menu mediaCAT® provides additional methods to help you find documents within the electronic catalog. These additional methods include the Document Hierarchy Find, Product Find, Documents Find, Items Find, and Favorites Find. These methods are accessed by selecting ‘Find’ from the options menu to display the list of submenu options as shown in figure 5 – 12.

Figure 5 – 12 Find Options Menu and Submenu

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5.4.1. Document Hierarchy Find

a. The document hierarchy find method is a text search process that scans through the document hierarchy to find the location of all entries that match your text search criteria. Select the ‘Document Hierarchy’ submenu option to display the search criteria screen as shown in figure 5 – 13. Figure 5 – 13 Document Hierarchy Submenu Selection

The search criteria form is located in the top of the primary viewing area as shown in figure 5 – 13, and consists of a ‘Description’ data entry field, a ‘Part of description’ checkbox, a ‘Start search’ button and a ‘Go to’ button which is initially disabled.

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b. Enter the word ‘chainsaw’ in the description data entry field, click on the ‘Part of description’ checkbox to ensure it is selected with a green

, and then click on the ‘Start search’ button to display the search results as shown in figure 5 – 14.

Figure 5 – 14 Document Hierarchy Search Results

The search results returned four matching entries as shown in figure 5 – 14. There are two columns in the search results display list; an ‘Entry’ column and a ‘Path’ column. The text ‘chainsaw’ was found in four folders as shown in the ‘entry’ column. The ‘path’ column displays the complete document hierarchy where the folder can be found. You will also observe from the ‘entry’ column that the search text of ‘chainsaw’ was found in folders that have the word ‘chainsaws’ in their names. The selection of the ‘Part of description’ tells mediaCAT® to include a partial match of the search criteria in the search results. mediaCAT® would have returned a ‘No matching entries found’ message if you had not selected the ‘Part of description’ because our search criteria was ‘chainsaw’ and the actual folder names contain the plural ‘chainsaws.’

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c. The third entry in the search results list is a folder named ‘Chainsaws in General; Fixed Jets (special accessories).’ Double-click on this entry or single-click on the entry and then select the ‘Go to’ button to go directly to this folder in the document hierarchy as shown in figure 5 – 15.

Figure 5 – 15 Folder Selection

mediaCAT® navigated directly to this folder in the document hierarchy and then opened the single document that was in this folder as shown in figure 5 – 15. The Technical Information document that was opened is an Adobe PDF manual. Please refer to the Viewing Adobe PDF Manuals section for information on how to view these document types.

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5.4.2. Product Find

a. The product find method is a text search process that scans through the electronic catalog for all product number(s) matching the product search criteria. Select the ‘Product’ submenu option to display the search criteria screen as shown in figure 5 – 16.

Figure 5 – 16 Product Submenu Selection

The search criteria form is located in the top of the primary viewing area as shown in figure 5 – 16, and consists of a ‘Only in the model’ data entry field, a ‘Part of description’ checkbox, a barcode data entry field, an order code selection entry field, a ‘Start search’ button and a ‘Go to’ button which is initially disabled. The form also contains the

shopping cart ( ) buttons. Refer to the Shopping Cart Processing section for information on how to use the shopping cart feature of mediaCAT®.

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b. Enter the text ‘020’ in the ‘only in the model’ data entry field, click on the ‘Part of description’ checkbox to ensure it is selected with a green

, and then click on the ‘Start search’ button to display the search results as shown in figure 5 – 17.

Figure 5 – 17 Product Search Results

The search results returned three matching entries as shown in figure 5 – 17. There are five columns in the search results display list; a ‘Model’ column, a ‘Product’ column, an ‘Order Code’ column, a ‘Technical description’ column, and a ‘Bar code’ column. Your search criteria of ‘020’ was found in three models as shown in the ‘Model’ column, including 020 T. The selection of the ‘Part of description’ tells mediaCAT® to include a partial match of the search criteria in the search results. mediaCAT® would have excluded ‘020 T’ from the search results list if we had not selected the ‘Part of description’ because our search criteria was ‘020’ and the model ‘020 T’ would not be an exact match.

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c. The third entry in the search results list is a model named ‘Stihl 020 T, 020 (1129). Double-click on this entry or single-click on the entry and select the ‘Go to’ button to go directly to the documents for this product as shown in figure 5 – 18.

Figure 5 – 18 Product Selection

mediaCAT® navigated directly to the product and then displayed the list of available documents as shown in figure 5 – 18. You can open any document by clicking once on the document title in the options menu or double-clicking the document in the primary viewing area. Please refer to the Viewing Spare Parts Lists section or Viewing Adobe PDF Manuals section for information on how to view these document types.

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5.4.3. Documents Find

a. The documents find method is a text search process that scans through the electronic catalog for all documents matching the search description. Select the ‘Documents’ submenu option to display the search criteria screen as shown in figure 5 – 19.

Figure 5 – 19 Documents Submenu Selection

The search criteria form is located in the top of the primary viewing area as shown in figure 5 – 19, and consists of a ‘Description’ data entry field, a ‘Part of description’ checkbox, an ‘Only in the model’ selection entry field, an ‘Only document type’ selection entry field, a ‘Start search’ button and a ‘Go to’ button which is initially disabled.

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b. Enter the text ‘rewind starter’ in the ‘Description’ data entry field and click on the ‘Part of description’ checkbox to ensure it is selected with a green . The ‘Only in the model’ selection entry field contains a list of all Stihl model numbers. Leave the selection set to the default value of ‘All.’ The ‘Only document type’ selection entry field contains a list of the types of Stihl documents contained in the electronic catalog. Select ‘Spare Parts List’ from this selection entry field and then click on the ‘Start search’ button to display the search results as shown in figure 5 – 20.

Figure 5 – 20 Document Search Results

The search results returned numerous entries as shown in figure 5 – 20. There are three columns in the search results display list; a ‘Description’ column, a ‘Model’ column, and a ‘Product’ column. The text ‘rewind starter’ was found in all the documents listed in the search results display list. The documents listed represent all Stihl models and only the spare parts list documents since this was part of our search criteria. Select ‘009’ from the ‘Only in the model’ selection entry field and click the ‘Start search’ button again to see that mediaCAT® will return all spare parts list documents for model 009 only. Modify your search again by changing the ‘Only document type’ selection entry from ‘Spare Parts List’ to ‘All’ and click the ‘Start search’ button again to see the results.

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The ‘Description’ column lists the documents where ‘rewind starter’ was found in the document name, including the rewind starters for ignition systems, mufflers, etc. The selection of the ‘Part of description’ tells mediaCAT® to include a partial match of the search criteria in the search results. mediaCAT® would have excluded most entries from the search results list if we had not selected the ‘Part of description’ because our search criteria was ‘rewind starter’ and not the additional document title information such as ignition system, mufflers, etc.

c. The first entry in the search results list is product FS 36. Double-click on this entry or single-click on the entry and select the ‘Go to’ button to go directly to the Ignition system, Rewind Starter document for this product as shown in figure 5 – 21.

Figure 5 – 21 Document Selection

mediaCAT® navigated directly to the product and then displayed the specific document as shown in figure 5 – 18. Please refer to the Viewing Spare Parts Lists section for information on how to view this document type.

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5.4.4. Items Find

a. The items find method is a text search process that scans through the electronic catalog for all item numbers that match the search criteria. Select the ‘Items’ submenu option to display the search criteria form as shown in figure 5 – 22.

Figure 5 – 22 Items Submenu Selection

The search criteria form is located in the top of the primary viewing area as shown in figure 5 – 22, and consists of an ‘Item number’ data entry field, an ‘Item description’ data entry field, an ‘Only use for product’ selection entry field, a ‘Start search’ button and a ‘Go to’ button which is initially disabled. The form also contains a ‘Technical information’ ( ) search section and a ‘References’ ( ) search section. These two search options are not used by the Stihl electronic catalog and the features are not described herein.

Lastly, the form contains the shopping cart ( ) buttons. Refer to the Shopping Cart Processing section for information on how to use the shopping cart feature of mediaCAT®

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b. Enter the text ‘1600’ in the ‘Item number’ data entry field and leave the ‘Item description’ data entry field blank. The ‘Only use for product’ selection entry field contains a list of Stihl product numbers. Leave the selection set to the default value of ‘All.’ Click on the ‘Start search’ button to display the search results as shown in figure 5 – 23.

Figure 5 – 23 Items Search Results

The search results returned numerous entries as shown in figure 5 – 23. There are two columns in the search results display list; an item number column and a ‘Description’ column. The text ‘1600’ was found in all item numbers listed in the search results display list. Selecting an item number from the search results list as shown in figure 5 – 23 causes mediaCAT® to show all documents where the item number is referenced. This ‘located in’ list appears at the bottom of the primary viewing area as shown in figure 5 – 23. Item number 0000 953 1600 is used in two documents; Illustration A – Base of product HOS and Illustration A – Chain sharpener of product USG.

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c. Enter the word ‘flange’ in the description data entry field and click on the ‘Start search’ button to display the search results as shown in figure 5 – 24.

Figure 5 – 24 Items Search Results

The search results again returns several entries as shown in figure 5 – 24. mediaCAT® however only returned those item numbers where ‘1600’ was part of the item number AND ‘flange’ was part of the description. Selecting item number 1116 121 1600 shows that this item number appears in two documents; Illustration A – Crankcase, Piston of product 015 and Illustration A – Crankcase, Piston of products FS 150 and FS 151.

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d. Select product ‘015’ from the ‘Only used for product’ selection entry field and click on the ‘Start search’ button to display the search results as shown in figure 5 – 25.

Figure 5 – 25 Items Search Results

The search results returns a single entry as shown in figure 5 – 25. mediaCAT® returned those item numbers where ‘1600’ was part of the item number AND ‘flange’ was part of the description AND the item number is used in product 015. Selecting item number 1116 121 1600 shows that this item number appears in one document; Illustration A – Crankcase, Piston of product 015.

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e. Double-click on the Illustration A – Crankcase, Piston document entry or single-click on the entry and select the ‘Go to’ button to go directly to the Crankcase, Piston document as shown in figure 5 – 26.

Figure 5 – 26 Document Selection

mediaCAT® navigated directly to the product and then displayed the specific document as shown in figure 5 – 26. mediaCAT® also selected the item number from the parts list and highlighted the reference number in red as shown in figure 5 – 26. Please refer to the Viewing Spare Parts Lists section for information on how to view this document type.

5.4.5. Favorites Find

The favorites find method is a search process that displays your personalized list of favorites and allows you to select a specific document for viewing. Refer to the Selecting Favorites section for more information on selecting favorite documents.

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5.5. Other Document Navigation Features mediaCAT® provides additional document navigation features as described in the following paragraphs.

5.5.1. Document Navigation Buttons

The upper right hand corner of the primary viewing area contains three green arrow buttons ( ) when the document navigation features of mediaCAT® are enabled as shown in figure 5 – 27.

Figure 5 – 27 Document Navigation Buttons

These document navigation buttons are enabled when a specific product has been selected and the available documents for that product are listed in the options menu as shown in figure 5 – 27.

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The currently displayed document in figure 5 – 27 is Illustration B Crankcase (35, 85) (25, 84) for gasoline chainsaw product 009. Clicking once on the ‘Go to next document’ button ( ) selects and displays the next document from the list, which is Illustration C Cylinder as shown in figure 5 – 28.

Figure 5 – 28 Illustration C Cylinder

Illustration C Cylinder is now the current document displayed in the primary viewing area. Clicking once on the ‘Go to previous document’ button ( ) selects and displays the previous document from the list, which is Illustration B Crankcase (35, 85) (25, 84) for the same gasoline chainsaw product 009.

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Clicking once on the ‘Go to upper folder’ button ( ) instructs mediaCAT® to close the currently open document and folder and navigate up one level in the document hierarchy as shown in figure 5 – 29.

Figure 5 – 29 Product Document Hierarchy

The document navigation buttons are now disabled as shown in figure 5 – 29 because mediaCAT® is no longer viewing documents, but instead is displaying a list of products in the Gasoline Chain Saws sub folder as shown in the options menu. The ‘Go to upper folder’ navigation button ( ) has also been replaced with the text ‘Go to upper folder’ as shown in figure 5-29. Continuously selecting the ‘Go to upper folder’ text will cause mediaCAT® to continue ‘backing up’ in the document hierarchy until the top level is reached.

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5.5.2. Previous Page

The ‘Previous Page’ button appears in the upper left hand corner of the toolbar menu as shown in figure 5 – 30 when it is enabled.

Figure 5 – 30 Previous Page Button

The previous page button allows you to navigate to previous pages that you have viewed and is similar in functionality to the ‘Back’ button on an Internet browser.

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5.6. Product Information mediaCAT® contains a product information form to assist you with product selection. Access to the product information form is available throughout the mediaCAT® document selection process and is usually identified with an icon such as ( ), ( ). Figure 5 – 31 shows the location of the product information button on the document listing in the primary viewing area.

Figure 5 – 31 Product Information Selection

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The product information button is located in the upper right hand corner of the

spare parts list as shown by the ( ) icon in figure 5 – 32. Figure 5 – 32 Product Information Selection

Select the product information icon button to display the product information form as shown in figure 5 – 33.

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5.6.1. Information and notes

The Information and Notes form is displayed by selecting ‘Information and notes’ from the Product Information options list as shown in figure 5 – 33.

Figure 5 – 33 Information and Notes Form

This form contains additional information that describes the selected product as shown in figure 5 – 33.

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5.6.2. Notes

The Notes form is displayed by selecting ‘Notes’ from the Product Information options list as shown in figure 5 – 34.

Figure 5 – 34 Notes Form

The Notes form allows you to maintain personal notes for the specific product by entering your note in the ‘Personal Notes’ data entry field and clicking once on the ‘Save’ button. You can delete your personal note by clicking once on the ‘Delete’ button. The Import and Export buttons allow you to save notes to an external text file (Export) or import text from an external text file (Import). Refer to the Notes Find section for information how to find products where you have maintained personal notes.

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5.6.3. Technical information

The Technical Information is displayed by selecting ‘Technical information’ from the Product Information options list as shown in figure 5 – 35.

Figure 5 – 35 Technical Information Form

The Technical Information form is not used by Stihl.

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5.6.4. Item image

The Item Image form is displayed by selecting ‘Item image’ from the Product Information options list as shown in figure 5 – 36.

Figure 5 – 36 Item Image Form

The Item Image form will display a photographic image of the product if an image exists and has been applied by Stihl.

5.6.5. Add to current transaction

The Add to Current Transaction form is displayed by selecting ‘Add to current transaction’ from the Product Information options list. Refer to the Shopping Cart Processing section for more information on how to use the shopping cart feature of mediaCAT®.

5.6.6. Show help

The mediaCAT® help system is display by selecting ‘Show help’ from the Product Information options list.

5.6.7. Close

The Product Information form is closed and removed from your computer screen by selecting ‘Close’ from the Product Information options list.

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6. Favorites The mediaCAT® favorites feature provides the ability to maintain a list of frequently used documents and then navigate directly to these frequently used documents. mediaCAT® allows you to add, modify and delete favorites within specific folders.

6.1. Adding Favorites a. Only documents can be added to the favorites folder(s). Begin by selecting

product 009, Gasoline Chain Saw to display the list of available document as shown in figure 6 – 1.

Figure 6 – 1 Product 009 Document List

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b. The Documents options menu has been expanded to show the list of submenu options as shown in figure 6 – 1. The third submenu option named ‘Add to favorites’ is used to add documents to your favorites list. Single click on the ‘Add to favorites’ submenu option and you will observe the error message as shown in figure 6 – 2.

Figure 6 – 2 Add to Favorites Error Message

c. Only documents can be added to the favorites folder and we have not yet

selected a document from the product 009 document list. Single click the ‘OK’ button to remove the error message.

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d. Select the first document in the list named Illustration A Crankcase to display the document in the primary viewing area as shown in figure 6 – 3.

Figure 6 – 3 Illustration A Crankcase

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e. Single click again on the ‘Add to favorites’ submenu option to display the Add to favorites form as shown in figure 6 – 4.

Figure 6 – 4 Add to Favorites

The ‘Add to favorites’ form as shown in figure 6 – 4 contains an ‘Add’ data entry field and a ‘To’ folder hierarchy selection menu. The ‘Add’ data entry field is the name of the favorite you wish to create. mediaCAT® will add the document name value as shown ‘Stihl: 009\A Crankcase.’ The ‘To’ folder hierarchy initially contains a single folder named ‘Favorites.’ If you single click on the ‘Ok” button mediaCAT® will add the ‘Stihl: 009\A Crankcase’ document to the single ‘Favorites’ folder.

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f. You can however organize your favorites into subfolders. Single click on the ‘New folder’ button to display the New Favorites Folder form as shown in figure 6 – 5.

Figure 6 – 5 New Favorites Folder

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g. Change the default text of [New Folder] to ‘Gasoline Chain Saws’ as shown in figure 6 – 5 and single click on the ‘Ok” button to add the new favorites folder to the ‘To’ folder hierarchy as shown in figure 6 – 6.

Figure 6 – 6 To Folder Hierarchy with New Entry

h. mediaCAT® has added the new folder named ‘Gasoline Chain Saws’ as a

subfolder under the ‘Favorites’ folder as shown in figure 6 – 6. Select the folder named ‘Gasoline Chain Saws’ and single click the ‘Ok’ button to add ‘Stihl: 009\A Crankcase’ document to your favorites in the ‘Gasoline Chain Saws’ subfolder. Refer to the Selecting Favorites section to learn how to access your favorite documents.

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6.2. Modifying Favorites

a. Select the favorites icon ( ) from the toolbar menu to display the submenu options as shown in figure 6 – 7. The submenu contains a standard folder entry named ‘Modify favorites’ plus favorite folder(s) that you have created as described in the Adding Favorites section.

Figure 6 – 7 Favorites Toolbar selection

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b. Select ‘Modify Favorites’ from the submenu as shown in figure 6 – 7 to display the Modify Favorites form as shown in figure 6 – 8.

Figure 6 – 8 Modify Favorites Form

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c. You can modify a folder name by single clicking on a folder name and then clicking the ‘Modify’ button as shown in figure 6 – 8. mediaCAT® will then display the Folder Name form as shown in figure 6 – 9. Enter a new folder name and click the OK button to record your change.

Figure 6 – 9 Modify Folder Name

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d. You can create a favorites folder hierarchy by creating subfolders within folders. Select the parent folder of ‘Gasoline Chain Saws’ and single click on the ‘New folder’ button as shown in figure 6 – 10.

Figure 6 – 10 Folder Selection

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e. The New Folder form will appear as shown in figure 6 – 11. Enter a new folder description of ‘Gasoline Chain Saw Subfolder’ and click the ‘OK’ button to add a new favorites subfolder.

Figure 6 – 11 New Folder Form

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f. The new folder named ‘Gasoline Chain Saw Subfolder’ was added as a subfolder to ‘Gasoline Chain Saws’ as shown in figure 6 – 12. The ‘Gasoline Chain Saws’ folder now contains two entries; the ‘Stihl: 009\A Crankcase document and the ‘Gasoline Chain Saw Subfolder.

Figure 6 – 12 Gasoline Chain Saws Folder and Subfolder

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g. You can move documents and subfolders within the favorites hierarchy by using the ‘Cut’ and ‘Paste’ features. Single click on the ‘Stihl: 009\A Crankcase’ document and then click the ‘Cut’ button as shown in figure 6 – 13.

Figure 6 – 13 Cut Button Selection

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h. Single click the ‘Gasoline Chain Saw Subfolder’ and then click on the ‘Paste’ button as shown in figure 6 – 14.

Figure 6 – 14 Paste Button Selection

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i. mediaCAT® moves the ‘Stihl: 009\A Crankcase’ document from the ‘Gasoline Chain Saws’ folder to the ‘Gasoline Chain Saw Subfolder’ as shown in figure 6 – 15.

Figure 6 – 15 Results of Cut / Paste Operation

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j. To delete a folder select the favorites folder hierarchy list and single click on the ‘Delete’ button as shown in figure 6 – 16. The folder and all documents within the folder will be removed.

Figure 6 – 16 Delete Favorites Folder

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6.3. Selecting Favorites You can navigate directly to documents in your favorites folder(s). The favorites selection is located in two different locations as shown in figure 6 – 17; once in the toolbar menu and once as a submenu option in the Find options menu.

Figure 6 – 17 Favorites Menu Selection

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a. Select the Favorites button from either the Find options menu or the toolbar menu to display the favorites folder hierarchy as shown in figure 6 – 18.

Figure 6 – 18 Favorites Folder Hierarchy

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b. Follow the folder hierarchy until you locate the document ‘Stihl: 009\A Crankcase and then single click on the entry to view the document as shown in figure 6 – 19.

Figure 6 – 19 Illustration A Crankcase

mediaCAT® navigated directly to the product and specific document to display the document in the primary viewing area as shown in figure 6 – 19. Please refer to the Viewing Spare Parts Lists section for information on how to view this document type.

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7. Viewing Spare Parts Lists Spare parts lists are a type of document contained within the Stihl electronic catalog. This section describes the mediaCAT® features that enable you to easily view the spare parts lists and obtain service related information.

7.1. Image Positioning mediaCAT® displays both spare parts image and text information in the primary viewing area as shown in figure 7 – 1. The image is positioned on top and with the item number information positioned in a list on the bottom by default.

Figure 7 – 1 Default Image and Text

The toolbar menu contains (5) additional buttons ( ) as shown in figure 7 – 1 for repositioning the image and item number information. The buttons allow you to reposition text and image as i) image left, ii) image right, iii) image bottom, iv) image top and v) image only. Reposition the image by single clicking on each button.

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The primary viewing area contains a thick blue line when image and spare parts list is simultaneously viewed together as shown in figure 7 – 2. This thick blue line separates the image and spare parts list.

Figure 7 – 2 Blue Line Separator

You can resize the image or spare parts list by positioning your mouse pointer over the blue line until your pointer changes to a resize pointer. Single click your left mouse button, keep the mouse button depressed, then drag your mouse to resize the image or spare parts list areas as shown in figure 7 – 3. The image blue line has been lowered in the primary viewing area to show a larger image area and smaller spare parts list area.

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Figure 7 – 3 Resized Primary Viewing Area

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7.2. Model Number Selection Image and spare parts list may vary for each Stihl product depending on the model number. The top of the spare parts list contains a product selection entry field as shown in figure 7 – 4. Single click on the drop down arrow to view and select a model specific document for the product.

Figure 7 – 4 Model Selection

mediaCAT® may remove some item number rows in the spare parts list and some image reference number ‘hot spots’ if the selected model number does not use the item number(s) and image reference number(s).

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7.3. Zooming In / Zooming Out mediaCAT® provides several alternatives for resizing the image. The toolbar menu contains (3) zoom buttons ( ) as shown in figure 7 – 5; i) enlarge, ii) scale to window, and iii) reduce.

Figure 7 – 5 Image Zoom Buttons

The enlarge, scale to window, and reduce options are also available by clicking once with your right mouse button on the image to display a pop-up menu as shown in figure 7 – 5a.

Figure 7 – 5a Popup Menu

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The ‘Enlarge’ button zooms in on the entire image and keeps the image centered in the image viewing area. Left / right and top / bottom scroll bars are added to the image viewing area to allow you to reposition the enlarged image as shown in figure 7 – 6.

Figure 7 – 6 Enlarged Image

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The ‘Reduce’ button zooms out on the entire image and keeps the image centered in the image viewing area. Left / right and top / bottom scroll bars are removed once the reduced image can fit within the entire image viewing area as shown in figure 7 – 7.

Figure 7 – 7 Reduced Image

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The ‘Scale to window’ button resizes the image to its standard size and fits the entire image within the image viewing area as shown in figure 7 – 8.

Figure 7 – 8 Scale to Window

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You can zoom in on a specific area of an image by using your mouse to ‘drag’ a box around the specific image area. Position your mouse pointer in an area on the image you want to enlarge. Single click your left mouse button, keep the button depressed, then drag a box around the area you want to enlarge as shown in figure 7 – 9.

Figure 7 – 9 Create Zoom Box

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Release your mouse button once you have created the zoom box and mediaCAT® will enlarge that specific area and ensure the enlarged area is visible within the image viewing area as shown in figure 7 – 10.

Figure 7 – 10 Enlarged Zoom Area

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7.4. Selecting Document ‘Hot Spots’ The spare parts list images contain reference numbers that are highlighted in a blue box. These reference numbers contain image ‘hot spots’ that function like links in an Internet browser. The spare parts list contains a list of all reference numbers and item numbers that appear on the image. The item numbers also contain links to the reference number on the image. Single click a reference on the image and mediaCAT® will find the item number in the spare parts list as shown in figure 7 – 11. You can also single click on an item number from the spare parts list and mediaCAT® will find the reference number on the image. A selected reference number is highlighted in red on the image and the selected item number line in the spare parts list is highlighted in blue as shown in figure 7 – 11.

Figure 7 – 11 Reference Number / Item Number Link

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7.5. Item Number Quick Reference The reference numbers in the image are enabled with a quick reference. mediaCAT® will display this quick reference information when you move your mouse pointer over the image reference number as shown in figure 7 – 12.

Figure 7 – 12 Quick Reference

The quick reference information includes i) shopping cart ( ), ii) item information ( ), iii) pricing ( ), and iv) item number, item description and quantity ( ) as shown in figure 7 – 12. The shopping cart button allows you to add the selected item number to your shopping cart. Refer to the Shopping Cart Processing section for more information on shopping cart processing. The item information button allows you to view additional detailed information for the selected item number. Refer to the Item Information section for more information. This button will flash if item information exists for the part. Moving your mouse pointer over the pricing button will cause various cost and selling price information to be displayed in the quick reference as shown in figure 7 – 13. Refer to the Price Maintenance section for information on how to maintain cost and sell prices within mediaCAT®. The pricing button ( ) however will only

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appear in the item number quick reference if the Show Price Settings are enabled in the System Settings.

Figure 7 – 13 Pricing Quick Reference

You can change the transparency appearance of this Item Number Quick Reference in the System Settings options. Transparency settings allow you to allow more of the background image to appear through the Item Number Quick Reference

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7.6. Spare Parts List Information The spare parts list appears under the image by default as shown in figure 7 – 14.

Figure 7 – 14 Spare Parts List

Standard columns that appear in the spare parts list are identical to printed documentation and include Reference Number, Item Number, Quantity, Description, Notes, Technical Publication, From and Up to. The first column in the spare parts list is a yellow ‘Note’ column and is a link to manufacturer or personal notes. The untitled column between the Reference number and Item number is used to display legend symbols that are used in the Stihl spare parts list.

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7.6.1. Additional Pricing Information

You can optionally add your pricing information to the spare parts list. These additional columns will be added to the right side of the spare parts list, which is viewable by scrolling to the right as shown in figure 7 – 15. Refer to the Show Price Settings section for information on how to configure the spare parts list to show pricing information.

Figure 7 – 15 Spare Parts List with Pricing Columns

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7.6.2. View Legend

You can view the legend information for any spare parts list by clicking once on the ‘Show legend’ note icon or the legend symbol in the untitled legend column as shown in figure 7 – 16.

Figure 7 – 16 Show Legend

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7.6.3. View Notes

Manufacturer or personal notes have been created for specific item numbers when the Note column contains a note icon as shown in figure 7 – 17. Refer to the Item Information section to learn how to add personal notes.

Figure 7 – 17 Item Note Icon

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Click once on the note icon to display the notes form as shown in figure 7 – 18.

Figure 7 – 18 Manufacturer and Personal Notes

Manufacturer notes appear in the top portion of the Notes form as shown in figure 7 – 18. Manufacturer notes cannot be changed. Your personal notes appear in the bottom portion of the Notes form and can be modified.

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7.6.4. Resize Column Width

You can resize the spare parts list column widths by positioning your mouse pointer over the vertical line column separator until the mouse pointer changes to the resize handle cursor as shown in figure 7 – 19.

Figure 7 – 19 Resize Columns

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Single click your left mouse button when the cursor changes to a resize handle, keep the mouse button depressed, drag your mouse left or right to resize the selected column, then release the mouse button once you have the selected column resized to your preference. Figure 7 – 20 shows the description column has been widened.

Figure 7 – 20 Resized Description Column

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mediaCAT® will retain the resized spare parts list column(s) until you clear the spare parts list from the primary viewing area, or until you select the ‘Adjust column width’ button as shown in figure 7 – 21. The ‘Adjust column width’ button restores the column widths to their default width settings.

Figure 7 – 21 Adjust Column Width

You have the option of permanently saving your adjusted spare parts list column width settings. Refer to the Form Size Settings section for information on how to configure mediaCAT® to permanently save adjusted column width settings.

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7.7. Item Information The item information form contains additional detailed information about specific item numbers. The item information form can be display by clicking once on the information icon ( ) within the item number quick reference or at the top of the primary viewing area as shown in figure 7 – 22.

Figure 7 – 22 Item Information Selection

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7.7.1. Information and Notes

The Information and Notes form is displayed by selecting ‘Information and Notes’ from the Item Information options list as shown in figure 7 – 23.

Figure 7 – 23 Information and Notes Form

This form contains additional item number information as shown in figure 7 – 23. The ‘Previous’ and ‘Replaced’ by fields pertain to part superseding. You can click on these buttons to go directly to the item information screen for the superseding item numbers. You can maintain your sales tax rate and selling price by manually entering the value and clicking once on the ‘Save’ button. The ‘Go to’ supplier’s price list button displays the Supplier item information form. mediaCAT® can also display supplier and selling price information that you maintain in your business management system. Refer to the mediaCAT® Interface section for information on how to integrate mediaCAT® with your 3rd party software system.

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7.7.2. Additional Information

The Additional Information form is displayed by selecting ‘Additional information’ from the Item Information options list as shown in figure 7 – 24.

Figure 7 – 24 Additional Information Form

The additional information form is not used by Stihl.

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7.7.3. Where used

The Where Used form is displayed by selecting ‘Where used’ from the Item Information options list as shown in figure 7 – 25.

Figure 7 – 25 Where Used Form

The Where Used form lists other products and documents where the item number is used. You can go directly to another document by clicking once on the document from the where used list and clicking once on the ‘Go to’ button or by double-clicking on the where used entry.

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7.7.4. Notes

The Notes form is displayed by selecting ‘Notes’ from the Item Information options list as shown in figure 7 – 26.

Figure 7 – 26 Notes Form

The Notes form provides the ability to maintain notes for specific item numbers. The manufacturer notes are maintained by Stihl and cannot be modified. You can however maintain personal notes by entering your note in the ‘Personal Notes’ data entry field and clicking once on the ‘Save’ button. You can delete your personal note by clicking once on the ‘Delete’ button. The Import and Export buttons allow you to save notes to an external text file (Export) or import text from an external text file (Import). Refer to the View Notes section for information on viewing item number notes in the spare parts list.

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7.7.5. Technical information

The Information and Notes form is displayed by selecting ‘Information and Notes’ from the Item Information options list as shown in figure 7 – 27.

Figure 7 – 27 Technical Information

The Technical Information form is not used by Stihl.

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7.7.6. References

The References form is displayed by selecting ‘References’ from the Item Information options list as shown in figure 7 – 28. References for the Stihl catalog are refered to as Special Tools.

Figure 7 – 28 References / Special Tools Form

The References / Special tools shows the where-used for Stihl special tools.

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7.7.7. Item Image

The Item Image form is displayed by selecting ‘Item Image’ from the Item Information options list as shown in figure 7 – 29.

Figure 7 – 29 Item Image Form

The Item Image form will display a photographic image of the item number if an image exists and has been applied by Stihl.

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7.7.8. Supplier

The Supplier form is displayed by selecting ‘Supplier’ from the Item Information options list as shown in figure 7 – 30.

Figure 7 – 30 Supplier Form

The Supplier form displays supplier and pricing structure information for the selected item number. Refer to the Supplier Administration and Price Maintenance sections for information on how to maintain a list of suppliers and item pricing.

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7.7.9. Includes

The Includes form is displayed by selecting ‘Includes’ from the Item Information options list as shown in figure 7 – 31.

Figure 7 – 31 Includes Form

The Includes form can contain an image and a bill of material for a special tool part number.

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7.7.10. Stock information

The Stock Information form is displayed by selecting ‘Stock information’ from the Item Information options list as shown in figure 7 – 32.

Figure 7 – 32 Stock Information Form

The stock information form allows you to manually maintain inventory location and quantity information as shown in figure 7 – 32. You manually enter information in the section titled ‘mediaCAT®’ and then click once on the ‘Save’ button. mediaCAT® can also retrieve inventory information from your business system, and this inventory information will be displayed in the bottom section titled ‘mediaCAT® Interface’ as shown in figure 7 – 32. This eliminates the need to manually maintain inventory information in mediaCAT®. Refer to the section mediaCAT® Interface for information on how to interface mediaCAT® with your 3rd party software system. Clicking the ‘Save’ button with the mediaCAT® Interface enabled will force an update to your manually maintained inventory information using information from the business system. This ensures mediaCAT® has access to inventory information in the event your interface is temporarily inoperative.

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7.7.11. Add to current transaction

The Add to Current Transaction form is displayed by selecting ‘Add to current transaction’ from the Item Information options list. Refer to the Shopping Cart Processing section for more information on how to use the shopping cart feature of mediaCAT®.

7.7.12. Show help

The mediaCAT® help system is displayed by selecting ‘Show help’ from the Item Information options list.

7.7.13. Close

The Item Information form is closed and removed from your computer screen by selecting ‘Close’ from the Item Information options list.

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8. Viewing Adobe PDF Manuals The Stihl electronic catalog contains technical publications and manuals that are stored in the Adobe PDF format. These documents are identified in the document list with the

prefix as shown in figure 8 – 1. Figure 8 – 1 Document List with Adobe PDF Documents

mediaCAT® contains the Adobe Acrobat Reader software that enables your computer to open and display Adobe PDF documents. This Adobe Acrobat Reader software is installed during the mediaCAT® Software Installation process. It is beyond the scope of this mediaCAT® User Guide to replicate the help system that comes with Adobe Acrobat Reader. This user guide will provide the basic information needed to navigate through the Adobe PDF manuals and documents contained in the electronic catalog.

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8.1. Zoom In / Zoom Out mediaCAT® will initially open the Adobe PDF document in the primary viewing area using a size option of ‘Fit Width,’ meaning that the document will be set to a size where the entire width of the document can be seen in the primary viewing area as shown in figure 8 – 2.

Figure 8 – 2 Initial Size Setting

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You can change the size of the Adobe PDF document by selecting the zoom drop down arrow selection from the Adobe toolbar menu and then selecting the desired zoom setting from the selection list as shown in figure 8 – 3.

Figure 8 – 3 Zoom Setting Selection

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8.2. Printing You can print Adobe PDF documents from within mediaCAT® by selecting the ‘Print’ icon button from the Adobe toolbar as shown in figure 8 – 4.

Figure 8 – 4 Adobe Print Toolbar Selection

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Adobe Acrobat will then display its print dialog as shown in figure 8 – 5. Follow the instructions and options provided by Adobe Acrobat to print the mediaCAT® document.

Figure 8 – 5 Adobe Print Dialog

8.3. Page Up / Page Down You can page through an Adobe PDF document by pressing the Page Up and Page Down keys on your computer keyboard. Single click on the Adobe PDF document within the primary viewing area if the page up / page down keys on your computer does not cause the Adobe PDF document to scroll up or down. The Adobe Acrobat Reader is a separate program and sometimes your computer does not know if the cursor is highlighted in the Adobe Acrobat Reader program or within other programs running on your computer. Single clicking on the Adobe PDF document tells your computer to set the cursor within the Adobe Acrobat Reader program.

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9. Viewing Special Tools The Stihl electronic catalog contains the special tools catalog. These documents are identified in the document list with the prefix as shown in figure 9 – 1. This section describes the mediaCAT® features that enable you to easily view the special tool documents.

Figure 9 – 1 Document List with Special Tool Documents

mediaCAT® will display all special tools that are available for the selected product as shown in figure 9 – 1. You can view a specific special tool document by single-clicking on the special tool document from the list in the lower left hand corner of mediaCAT® or double-clicking the special tool document from the list on the right hand side as shown in figure 9 – 1.

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9.1. Special Tool Page The special tool page shows an image of the special tool, along with tool details such as item number, description, whether the special tool contains assembly item numbers, and a list of products / models where the special tool is used. Figure 9 – 2 is an example of a special tool page.

Figure 9 – 2 Special Tool Page

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9.2. Product and Model Where-used mediaCAT® allows you to view a list of product and model number where-used for the selected special tool. The product and model where-used options may not be fully visible on your computer screen depending on your screen resolution settings. An up / down scroll bar appears in the lower right hand corner of the special tool page that allows you to display the full product and model where-used information as shown in figure 9 – 3.

Figure 9 – 3 Up / Down Scroll Bar to Display Where-used

Scrolling down as shown in figure 9 – 3 displays the entire Products and Models where-used information.

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To the right of the Products and Models where-used is an expandable / collapsible button that will show / hide the where-used information. The button indicates the where-used information is collapsed and not visible. The button means the where-used information is expanded and visible. Clicking once with your left mouse button on the buttons will expand / collapse the where-used information. Figure 9 – 4 shows an example of the product where-used information expanded while the model where-used information is collapsed.

Figure 9 – 4 Expand / Collapse Where-used Information

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10. Compare Spare Parts List mediaCAT® contains a feature that allows you to compare the item numbers from one spare parts list to another spare parts list. a. Use the Document Hierarchy Find method to open the product catalog for Gasoline

Chainsaw product 009 as shown in figure 10 – 1. Figure 10 – 1 009 Product Catalog

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b. The Document options menu has been expanded and displays a submenu option of ‘Compare parts list’ as shown in figure 10 – 1. Single click on the ‘Compare parts list’ submenu option to display the Compare Parts List form as shown in figure 10 – 2.

Figure 10 – 2 Compare Parts List Form

The Compare Parts List Form contains two columns; a From column and a To column as shown in figure 10 – 2. There are two selection entry fields for each column; one for ‘Product’ and one for ‘Documents.’ We want to compare the spare parts list from product 009 to product 012. Select ‘009’ from the ‘From’ product selection entry field and then select ‘012’ from the ‘To’ product selection entry field. Next we want to compare the spare parts list for a specific document. Select ‘B, Crankcase (35, 85), (25, 84)’ for the product ‘009’ document. Then select ‘A Crankcase’ for the product ‘012’ document. Your Compare Parts List form should appear as it does in figure 10 – 2.

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c. Single click on the ‘Compare’ button and mediaCAT® will scan through electronic catalog and compare the two spare parts list referenced in figure 10 – 2 and return the results shown in figure 10 – 3.

Figure 10 – 3 Compare Parts List Results

The results list shows the first item numbers for gasket, connecting rod, thrust washer and cover plate do not exist in the product 012 – A Crankcase spare parts list and have been deleted. The next two items of gasket and cylindrical pin are identical in both spare parts list. Then a flat head screw is used in both spare parts lists, but product 012 uses (5) of these screws instead of the (4) used in the product 009 spare parts list. Then a long list of new item numbers exist in the product 012 spare parts list that don’t exist in product 009, and these items show as an added item.

d. Single click on the ‘Close’ button when you are done using the ‘Compare Parts List’ feature.

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11. Shopping Cart Processing mediaCAT® provides the ability to create and maintain different shopping carts for orders, warranty, invoice or estimate transactions. You can create and maintain as many shopping cart transactions as you need.

11.1. Create Shopping Cart a. Begin by opening Illustration A, Crankcase spare parts list for product 009 as

shown in figure 11 – 1. Figure 11 – 1 Spare Parts List

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b. The Item Number Quick Reference in the spare parts list contains the

shopping cart button ( ) as shown in figure 11 – 2 for reference number 16 in the spare parts list.

Figure 11 – 2 Quick Reference Shopping Cart Selection

The shopping cart button ( ) is also contained on the Item Information form as shown in figure 11 – 3 and named ‘Add to current transaction.’

Figure 11 – 3 Item Information Shopping Cart Selection

Single click on the shopping cart button ( ) and mediaCAT® will attempt to add the item number to the current shopping cart transaction.

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c. The ‘New Transaction’ form will appear as shown in figure 11 – 4. This form appears when a current shopping cart transaction does not exist or has not been previously selected as the ‘current transaction.’ mediaCAT® needs to know the type of shopping cart transaction to create and to whom the shopping cart transaction should be sent.

Figure 11 – 4 New Transaction Form

The New Transaction form contains the ‘Type’ selection entry field as shown in figure 11 – 4. Select the drop down arrow to see the available options of ‘Purchase Order,’ ‘Warranty,’ ‘Invoice,’ and ‘Estimate.’ The supplier selection entry field contains a list of suppliers that you maintain in the Supplier Administration feature of mediaCAT®. You are required to select a supplier from the selection entry field when the shopping cart transaction type is either ‘Purchase order’ or ‘Warranty claim.’ Select ‘Invoice’ or ‘Estimate’ from the ‘Type’ selection entry field and observe that the title ‘Supplier’ will change to ‘Customer.’ mediaCAT® assumes that invoice and estimate shopping cart transactions are for customers (not suppliers) and will ask you to select the customer from the selection entry field.

You can select the new entry button ( ) next to the supplier / customer selection entry field if the supplier or customer does not exist. This new entry button ( ) will instruct mediaCAT® to open either the Supplier Administration or Customer Administration form and enable you to add the supplier or customer. The ‘Short Name’ data entry field is the default name assigned to the shopping cart transaction. Change the name to something more meaningful such as ‘Weekly Order for Stihl.’ Single click the ‘OK’ button to create the new transaction.

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d. mediaCAT® will display the ‘Add to current transaction’ form as shown in figure 11 – 5.

Figure 11 – 5 Add To Current Transaction Form

The ‘Add to Current Transaction’ form asks for confirmation that you want to add the item number to the shopping cart transaction named ‘Weekly Order for Stihl’ as shown in figure 11 – 5. The ‘Current transaction’ selection entry field contains a list of other open shopping cart transactions that you have created. You can assign the item number to a different shopping cart transaction by changing the ‘Current transaction’ selection entry. You can also create a new current transaction by selecting the ‘New transaction’ button ( ) as shown in figure 11 – 5. You then repeat the process for creating a new transaction as shown in figure 11 – 4. Single-click on the ‘OK” button once you have selected your shopping cart transaction and mediaCAT® will add the item number to the shopping cart.

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e. mediaCAT® will display the current shopping cart transaction at the bottom of the spare parts list as shown in figure 11 – 6 once the item number has been added to the shopping cart.

Figure 11 – 6 Current Transaction in Spare Parts List

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f. Single click on the ‘Hide transaction’ button as shown in figure 11 – 7 to remove the current shopping cart transaction from the primary viewing area.

Figure 11 – 7 Hide Current Transaction in Spare Parts List

The current shopping cart transaction has not been deleted, and has only been hidden to give you extra viewing space in the spare parts list.

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g. The current shopping cart transaction will reappear at the bottom of the spare parts list every time you add a new item number to the shopping cart. You can also display the current shopping cart transaction in the spare parts list by clicking once on the ‘Open transaction’ submenu option of the ‘Documents’ options menu as shown in figure 11 – 8.

Figure 11 – 8 Open Current Transaction in Spare Parts List

mediaCAT® will display the ‘New Transaction’ form as shown in figure 11 – 4 if the ‘Open transaction’ submenu option is selected and there is no current transaction to display.

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11.2. Modify Shopping Cart You can modify an existing shopping cart transaction through directly in the shopping cart by selecting the ‘Open transaction’ as shown in figure 11 – 8 to open the shopping cart. Once open, you can enter item number information directly into the shopping cart list as shown in figure 11 – 9.

Figure 11 – 9 Shopping Cart Transaction

You can also delete a line item from the shopping cart by single-clicking on the item number in the shopping cart and selecting the ‘Delete’ button ( ) as shown in figure 11 – 10.

Figure 11 – 10 Delete Line Item

11.3. Delete Shopping Cart You can delete the entire shopping cart transaction by clicking once on the ‘Delete transaction’ button as shown in figure 11 – 11.

Figure 11 – 11 Delete Shopping Cart Transaction

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11.4. Print Shopping Cart You can print the shopping cart transaction by clicking once on the ‘Print current transaction’ button as shown in figure 11 – 12. The transaction will print in the standard mediaCAT® output format, plus add any template text that was provided in the Templates Tab of the Personal Settings form.

Figure 11 – 12 Print Shopping Cart Transaction

11.5. Export Shopping Cart You can export the shopping cart transaction to your business management system by clicking once on the ‘Export shopping cart’ button as shown in figure 11 – 13. The export feature is available when you have enabled the mediaCAT® Interface.

Figure 11 – 13 Export Shopping Cart

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11.6. Transaction Administration Many of the Shopping Cart Processing features are available through the Transaction Administration feature of mediaCAT®. Select the transaction administration button ( ) as shown in figure 11 – 14 to access Transaction Administration.

Figure 11 – 14 Access Transaction Administration

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12. Supplier Administration mediaCAT® provides a supplier administration feature that is used to create supplier specific shopping carts. These supplier specific shopping carts can then be used to generate purchase orders for the item numbers entered into the shopping cart. Refer to the Shopping Cart Processing section for more information on creating and maintaining shopping carts. Supplier administration is accessed by selecting the ‘Supplier’ submenu option that is listed in the ‘Settings’ options menu as shown in figure 12-1.

Figure 12 – 1 Supplier Submenu Option

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12.1. New Supplier You can add new suppliers to mediaCAT® by selecting ‘New supplier’ from the Supplier Administration Menu as shown in figure 12 – 2.

Figure 12 – 2 New Supplier Selection

mediaCAT® will open the supplier maintenance form as shown in figure 12 – 3. The supplier maintenance form contains (5) tabs; i) Company, ii) Price groups, iii) Discount groups, iv) Send orders, and v) Prices.

Figure 12 – 3 Supplier Maintenance Form

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12.1.1.Company Tab The company tab provides the ability to enter information about the supplier such as company name and contact details as shown in figure 12 – 3. The Supplier Id data entry field can be manually entered or retrieved from your software system if the mediaCAT® Interface is implemented.

12.1.2.Price Groups Tab The price groups tab provides the ability to maintain pricing for a specific item group as shown in figure 12 – 4.

Figure 12 – 4 Price Groups Tab

The example in figure 12 – 4 shows two item groups of A and B with a standard price of 10.00 and 25.00 respectively. Assigning the item group A or B to a specific item number will result in that item number having a selling price of 10.00 or 25.00 respectively. You can add additional item groups by clicking once on the ‘Add’ button. Select an item group line from the list and single click the ‘Delete’ button to remove an item group.

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12.1.3.Discount Groups Tab The discount groups tab provides the ability to apply selling price quantity discounts to specific item groups as shown in figure 12 – 5.

Figure 12 – 5 Discount Groups Tab

The example in figure 12 – 5 shows two item groups of A and B. A 5 percent selling price discount will be calculated on item numbers assigned to item group A if a minimum quantity of 10 are purchased for the item number. A 15 percent selling price discount will be calculated on item numbers assigned to item group B if a minimum quantity of 11 are purchased. You can add additional discount groups by clicking once on the ‘Add’ button. Select a discount group line from the list and single click the ‘Delete’ button to remove a discount group.

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12.1.4.Send Orders Tab The send orders tab provides the ability to enable e-commerce with the supplier for sending purchase orders, warranty or other e-commerce enabled transactions as shown in figure 12 – 6.

Figure 12 – 6 Send Orders Tab

Your supplier can provide you with user name and password information. The connection is the URL address for your supplier’s website, which is also be provided by your supplier. You can set your default language preference if your supplier offers a multi-lingual e-commerce web site. Contact your supplier to see if they have a mediaCAT® enabled e-commerce web site.

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12.1.5.Prices Tab The prices tab displays the complete price list for the supplier as shown in figure 12 – 7.

Figure 12 – 7 Prices Tab

You can import the supplier price list by selecting the ‘Import’ button as shown in figure 12 – 7, and mediaCAT® will process the external price file. Contact your supplier for information on how to obtain the mediaCAT® price file.

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12.2. Modify Supplier The Supplier Administration menu displays a list of existing suppliers as shown in figure 12 – 8. You can modify information for an existing supplier by double-clicking on the supplier in the display list or by clicking once on the supplier from the display list and then selecting ‘Modify’ from the Supplier Administration Menu as shown in figure 12 – 8.

Figure 12 – 8 Modify Supplier Selection

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mediaCAT® will open the supplier maintenance form as shown in figure 12 – 9 and populate the form with the existing supplier information. You modify the supplier information by following the same procedures as described in the Company Tab, Price Groups Tab, Discount Groups Tab, Send Orders Tab and Prices Tab sections.

Figure 12 – 9 Supplier Maintenance Form

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12.3. Delete Supplier The Supplier Administration menu displays a list of existing suppliers as shown in figure 12 – 10. You can delete an existing supplier by clicking once on the supplier from the display list and then selecting ‘Delete’ from the Supplier Administration Menu as shown in figure 12 – 10.

Figure 12 – 10 Delete Supplier Selection

mediaCAT® will display a delete confirmation message as shown in figure 12 – 11. Confirm your delete request by clicking once on the ‘Yes’ button or cancel your delete request by clicking once on the ‘No’ button. mediaCAT® will not delete a supplier with existing shopping cart transactions.

Figure 12 – 11 Delete Confirmation

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12.4. Show Help The mediaCAT® help system is displayed by selecting ‘Show help’ from the supplier administration menu.

12.5. Close The supplier administration form is closed and removed from your computer screen by selecting ‘Close’ from the supplier administration menu.

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13. Customer Administration mediaCAT® provides a simple customer administration feature that is used to create customer specific shopping carts. These customer specific shopping carts can then be used to generate invoices or estimates for the item numbers entered into the shopping cart. Refer to the Shopping Cart Processing section for more information on creating and maintaining shopping carts. Customer administration is accessed by selecting the ‘Customers’ submenu option that is listed in the ‘Settings’ options menu as shown in figure 13 - 1.

Figure 13 – 1 Customers Submenu Option

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13.1. New Customer You can add new customers to mediaCAT® by selecting ‘New Customer’ from the Customer Administration Menu as shown in figure 13 – 2.

Figure 13 – 2 New Customer Selection

mediaCAT® will open the customer maintenance form as shown in figure 13 – 3. The customer maintenance form contains (4) tabs; i) Customer, ii) Billing Address, iii) Shipping Address, and iv) Information and Notes.

Figure 13 – 3 Customer Maintenance Form

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13.1.1.Customer Tab The customer tab provides the ability to enter information about the customer such as company name, individual name and contact details as shown in figure 13 – 3. The Customer Id data entry field can be manually entered or retrieved from your software system if the mediaCAT® Interface is implemented.

13.1.2.Billing Address Tab The billing address tab provides the ability to enter billing address information for the customer as shown in figure 13 – 4.

Figure 13 – 4 Billing Address Tab

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13.1.3.Shipping Address Tab The shipping address tab provides the ability to enter shipping address information for the customer as shown in figure 13 – 5.

Figure 13 – 5 Shipping Address Tab

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13.1.4.Information and Notes Tab The information and notes tab provides the ability to enter miscellaneous note information about the customer as shown in figure 13 – 6. You can delete note information for the customer by clicking once on the ‘Delete’ button.

Figure 13 – 6 Information and Notes Tab

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13.2. Modify Customer The Customer Administration menu displays a list of existing customers as shown in figure 13 – 7. You can modify information for an existing customer by double-clicking on the customer in the display list or by clicking once on the customer from the display list and then selecting ‘Modify’ from the Customer Administration Menu as shown in figure 13 – 7.

Figure 13 – 7 Modify Customer Selection

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mediaCAT® will open the customer maintenance form as shown in figure 13 – 8 and populate the form with the existing customer information. You modify the customer information by following the same procedures as described in the Customer Tab, Billing Address Tab, Shipping Address Tab and Information and Notes Tab sections.

Figure 13 – 8 Customer Maintenance Form

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13.3. Delete Customer The Customer Administration menu displays a list of existing customers as shown in figure 13 – 9. You can delete an existing customer by clicking once on the customer from the display list and then selecting ‘Delete’ from the Customer Administration Menu as shown in figure 13 – 9.

Figure 13 – 9 Delete Customer Selection

mediaCAT® will display a delete confirmation message as shown in figure 13 – 10. Confirm your delete request by clicking once on the ‘Yes’ button or cancel your delete request by clicking once on the ‘No’ button. mediaCAT® will not delete a customer with existing shopping cart transactions.

Figure 13 – 10 Delete Confirmation

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13.4. Show Help The mediaCAT® help system is displayed by selecting ‘Show help’ from the customer administration menu.

13.5. Close The customer administration form is closed and removed from your computer screen by selecting ‘Close’ from the customer administration menu.

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14. Transaction Administration mediaCAT® provides a process for managing the numerous shopping cart transactions that you can create through the Shopping Cart Process. Transaction Administration is accessed by selecting the transaction administration button ( ) from the toolbar menu as shown in figure 14-1.

Figure 14 – 1 Transaction Administration

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14.1. Modify / Close Transaction The Transaction Administration menu displays a list of existing transactions as shown in figure 14 – 2. You can modify information for an existing transaction by double-clicking on the transaction in the display list or by clicking once on the transaction from the display list and then selecting ‘Modify / Close’ from the Transaction Administration Menu as shown in figure 14 – 2.

Figure 14 – 2 Modify Transaction Selection

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mediaCAT® will open the transaction maintenance form as shown in figure 14 – 3 and populate the form with the existing transaction information. The transaction maintenance form contains information about the transaction type, the recipient name / address and two tabs; Order Lines and Notes.

Figure 14 – 3 Transaction Maintenance Form

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14.1.1.Close / Open Transaction Newly created shopping cart transactions are set to an ‘Open’ Status as shown in figure 14 – 4.

Figure 14 – 4 Open Transaction Status

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You can modify transactions only while they are in an ‘Open’ status. You will close a transaction once you have finalized its contents and are ready to print and give to a customer (e.g. invoices and estimates) or send to a supplier (e.g. purchase orders and warranty). The ‘Close transaction’ button as shown in figure 14 – 4 changes the transaction status from ‘Open’ to ‘Closed’ as shown in figure 14 – 5.

Figure 14 – 5 Closed Transaction Status

The ‘Close transaction’ button will change to an ‘Open transaction’ button as shown in figure 14 – 5. You can repeatedly switch back and forth between ‘Open transaction’ and ‘Closed transaction’ as long as the transaction has not been sent.

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14.1.2.Change Transaction Type You can change the transaction type while the transaction is still in an ‘Open’ status. Purchase order and Warranty shopping cart transactions are assigned to a supplier, so mediaCAT® allows you to easily switch back and forth between purchase order and warranty by changing the transaction type selection as shown in figure 14 – 6.

Figure 14 – 6 Purchase Order / Warranty Selection

Invoices and estimates are assigned to a customer, so mediaCAT® allows you to easily switch back and forth between invoice and estimate by changing the transaction type selection as shown in figure 14 – 7.

Figure 14 – 7 Invoice / Estimate Selection

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14.1.3.Convert Purchase Order / Warranty mediaCAT® allows you to convert a purchase order / warranty type transaction into an invoice / estimate transaction, provided the transaction is still in an ‘Open’ status. Figure 14 – 8 shows a purchase order shopping cart transaction that has been assigned to the supplier IBEA.

Figure 14 – 8 Purchase Order Transaction

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Click once on the ‘Invoice’ button as shown in figure 14 – 8 to start the transaction conversion. Invoice and estimate shopping cart transactions are assigned to customers; not suppliers. mediaCAT® will display the customer selection form as shown in figure 14 – 9 to enable you to select the customer for the invoice / estimate.

Figure 14 – 9 Customer Selection

Choose the customer for whom the invoice shopping cart transaction will be created and click once on the ‘OK’ button. MediaCAT® will create a new shopping cart transaction for the selected customer as shown in figure 14 – 10.

Figure 14 – 10 New Invoice Transaction

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MediaCAT® did not rename or delete the purchase order shopping cart transaction that was originally created for supplier IBEA. Click once on the ‘Save” button for the customer invoice transaction as shown in figure 14 – 10. This will close the transaction and you will see that the original purchase order transaction still exists. Click once again on the ‘Save’ button to close the original IBEA purchase order. The Transaction Administration form will be displayed as shown in figure 14 – 11.

Figure 14 – 11 Transaction Administration

You will see in the list of transactions that two entries now appear; the original purchase order transaction for supplier IBEA and the converted invoice transaction for customer John Doe.

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14.1.4.Convert Invoice / Estimate mediaCAT® allows you to convert an invoice / estimate transaction into purchase order / warranty transaction, provided the transaction is still in an ‘Open’ status. Figure 14 – 12 shows an invoice shopping cart transaction that has been assigned to customer John Doe.

Figure 14 – 12 Invoice Transaction

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Click once on the ‘Purchase order’ button as shown in figure 14 – 12 to start the transaction conversion. Purchase order and warranty shopping cart transactions are assigned to suppliers; not customers. mediaCAT® will display the supplier selection form as shown in figure 14 – 13 to enable you to select the supplier for the purchase order / warranty.

Figure 14 – 13 Supplier Selection

Choose the supplier for whom the purchase order shopping cart transaction will be created and click once on the ‘OK’ button. MediaCAT® will create a new shopping cart transaction for the selected supplier as shown in figure 14 – 14.

Figure 14 – 14 New Purchase Order Transaction

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MediaCAT® did not rename or delete the invoice shopping cart transaction that was originally created for customer John Doe. Click once on the ‘Save” button for the purchase order transaction as shown in figure 14 – 14. This will close the transaction and you will see that the original invoice transaction still exists. Click once again on the ‘Save’ button to close the original John Doe invoice. The Transaction Administration form will be displayed as shown in figure 14 – 15.

Figure 14 – 15 Transaction Administration

You will see in the list of transactions that two entries now appear; the original invoice transaction for customer John Doe and the converted purchase order transaction for supplier IBEA.

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14.1.5.Print Transaction mediaCAT® provides a ‘Print’ button at the bottom of the transaction maintenance form as shown in figure 14 – 16 that allows you to print a paper copy of the transaction.

Figure 14 – 16 Print Transaction

14.1.6.Export Transaction mediaCAT® enables the ‘Export’ button at the bottom of the transaction maintenance form as shown in figure 14 – 17 once you close the shopping cart transaction. You must also enable the mediaCAT® Interface to activate the ‘Export’ button.

Figure 14 – 17 Export Transaction

14.1.7.E-mail Transaction mediaCAT® enables the ‘E-mail’ button at the bottom of the transaction maintenance form as shown in figure 14 – 18 once you close the shopping cart transaction. You must also have configured the E-Mail Provider Tab in the Personal Settings, plus provide the e-mail address in the Company Tab of the selected supplier to activate the e-mail button.

Figure 14 – 18 E-mail Transaction

14.1.8.e-Commerce Transaction mediaCAT® enables the ‘e-commerce’ button at the bottom of the transaction maintenance form once you close the purchase order or warranty shopping cart transaction. You must also have configured the Send Orders Tab in the Supplier Administration section to activate the e-commerce button. The

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14.1.9.mediaCAT® Interface mediaCAT® enables the export button at the bottom of the transaction maintenance form once you close the purchase order or warranty shopping cart transaction. The export buttonis only enabled if you have implemented the mediaCAT® Interface.

14.2. Copy / Paste Transaction You can create a copy of an existing shopping cart transaction through the Copy / Paste feature. Select an existing transaction from the transaction administration display list and click once on the ‘Copy’ button as shown in figure 14 – 19.

Figure 14 – 19 Select Copy Transaction

Select the ‘Paste’ button and mediaCAT® will paste a copy of the selected transaction into the display list as shown in figure 14 – 20.

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Figure 14 – 20 Paste Transaction Added

14.3. Delete Transaction You can delete an existing transaction by clicking once on the transaction from the transaction administration display list and then selecting ‘Delete’ from the transaction administration menu as shown in figure 14 – 21.

Figure 14 – 21 Delete Transaction Selection

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mediaCAT® will display a delete confirmation message as shown in figure 14 – 22. Confirm your delete request by clicking once on the ‘Yes’ button or cancel your delete request by clicking once on the ‘No’ button.

Figure 14 – 22 Delete Confirmation

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14.4. Show Help The mediaCAT® help system is displayed by selecting ‘Show help’ from the transaction administration menu.

14.5. Transaction Retention The Transaction Settings option of the System Settings determines the number of days duration that mediaCAT® retains closed transactions.

14.6. Close The transaction administration form is closed and removed from your computer screen by selecting ‘Close’ from the transaction administration menu.

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15. Price Maintenance mediaCAT® provides several options for incorporating item number pricing. Pricing is used to monetize shopping carts and to provide Additional Pricing Information when Viewing Spare Parts Lists.

15.1. Import Price List mediaCAT® provides the ability to import an entire price file containing pricing information for a specific supplier. Select the ‘Import Price List’ submenu option that is listed in the ‘Settings’ options menu to display the Import Price List form as shown in figure 15 – 1.

Figure 15 – 1 Import Price List Submenu Option

The Import Price List form contains two tabs: the Price file tab and the mediaCAT®Interface tab.

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15.1.1. Price File Tab

The Import Price List contains a ‘Price File’ tab as shown in figure 15 – 2. Figure 15 – 2 Price File Tab

This import feature is used when you have an external file that contains item number, description, and pricing information for a specific supplier. The ‘Find’ button is used to locate and select the price file on your computer. Selecting the ‘OK’ button after finding and selecting the external price file will commence the price file import process. The remaining information on the price tab such as supplier name, Includes discounts, etc. is retrieved from the external price file and displayed after import processing is complete. Contact your Stihl source of supply to obtain the price file for importing into mediaCAT®.

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15.1.2. mediaCAT® Interface Tab

The Import Price List contains a mediaCAT® Interface tab as shown in figure 15 – 3.

Figure 15 – 3 mediaCAT® Interface Tab

This import feature is used when you have enabled the mediaCAT® Interface and you desire to import all pricing information from your external software system into mediaCAT®. The ‘Update prices’ button is only enabled when the mediaCAT® Interface is enabled.

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15.2. Multiply Prices mediaCAT® provides the ability to adjust selling prices for item numbers within the electronic catalog database. Select the ‘Multiply prices’ submenu option that is listed in the ‘Settings’ options menu to display the Multiply Prices form as shown in figure 15 – 4.

Figure 15 – 4 Multiply Prices Submenu Option

The Multiply Prices form contains two tabs: the Prices tab and the Delete tab.

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15.2.1.Prices Tab The Multiply Prices form contains a ‘Prices’ tab as shown in figure 15 – 5.

Figure 15 – 5 Prices Tab

The Prices tab allows you to adjust selling prices based on a multiplication factor that is expressed in percentage terms. For example, a 20% increase would be a multiplication factor of 1.20 as shown in figure 15 – 5. You can also specify that the multiplication factor should only apply to item numbers where the current net price is between a from / to range. The price adjustments can be applied to all supplier pricing or a specific supplier by choosing the appropriate ‘Based on . . ‘ radio button option.

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15.2.2.Delete Tab The Multiply Prices form contains a ‘Delete’ tab as shown in figure 15 – 6.

Figure 15 – 6 Delete Tab

The ‘Delete prices’ button is used to delete all prices from mediaCAT® or prices for a specific supplier. Select the ‘All’ radio button option to delete all prices or select the ‘Supplier’ radio button and specify the suppler to delete prices for the specific supplier.

15.3. Supplier Price Management The Supplier Administration section contains information on how to maintain supplier specific pricing information. Refer to the Price Groups Tab, Discount Groups Tab and Prices Tab for more information on supplier price maintenance.

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16. mediaCAT® Interface The mediaCAT® interface is an optional feature that enables the exchange of information between the mediaCAT® software and an external software application such as a business management system. Information that can be exchanged includes:

• Price information for specific item numbers. • Inventory on-hand information for specific item numbers. • Stock location for specific item numbers. • Purchase orders. • Customer information. • Supplier information. • Item number information. • Notes. • Special offers for parts. • Remote control commands to invoke certain mediaCAT® electronic catalog

functions. Your software provider has access to a mediaCAT® Interface Guide that provides detailed instructions on how to implement the mediaCAT® interface. Most of the information exchange between mediaCAT® and your business management system happens transparently without any overt actions required by you. The Import Price List and Import Stock Information are two activities however that require specific actions to effect the information exchange.

16.1. Interface Enabling

The mediaCAT® Interface is not immediately enabled after mediaCAT® Software Installation. The interface is an add-on feature that must be enabled by the vendor who provides and / or supports your business management system. The enabling process however is not complex and contains two steps:

a. A mediaCAT® interface enabling request to your software provider. Refer to the mediaCAT® Interface Tab in the Personal Settings section for information on how to create and send the enabling request.

b. Your software provider will send you an interface definition file that configures mediaCAT® to properly communicate with your business management system. This interface definition file needs to be loaded into mediaCAT® and will enable the interface. Refer to the mediaCAT® Interface Tab in the Personal Settings section for information on how to load the interface definition file that is sent by your software provider.

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16.2. Import Price List

Refer to the Import Price List instructions in the Price Maintenance section for information on how to import pricing information from your business management system into mediaCAT®.

16.3. Import Stock Information

The mediaCAT® interface can automatically obtain stock information from your business management system if your software provider implemented the automatic stock transfer feature. mediaCAT® can also accept and process a stock information file that periodically updates stock information directly in the mediaCAT electronic catalog. You can invoke this manual stock update process by selecting the ‘Import Stock Information’ submenu option that is listed in the ‘Settings’ options menu as shown in figure 16 – 1.

Figure 16 – 1 Import Stock Information Selection

The Import Stock Information form will appear as shown in figure 16 – 1. The ‘Import’ button will function once the mediaCAT® interface is enabled and if your software provider has chosen to implement that periodic stock update process.

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17. Personal Settings mediaCAT® provides several personal setting configuration options that allow you to control certain mediaCAT® functions. Personal setting configuration is accessed by selecting the ‘Personal Settings’ submenu option that is listed in the ‘Settings’ options menu as shown in figure 17 – 1.

Figure 17 – 1 Personal Settings Submenu Option

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17.1. Address Tab Enter your name and address details in the Address tab as shown in figure 17 – 2. This information is printed on transactions such as invoices and estimates. This information is also required to enable the mediaCAT® Interface.

Figure 17 – 2 Address Tab

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17.2. Communication Tab Enter your contact details in the Communication tab as shown in figure 17 – 3. This information is printed on transactions such as invoices and estimates. This information is also required to enable the mediaCAT® Interface.

Figure 17 – 3 Communication Tab

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17.3. Templates Tab The templates tab as shown in figure 17 – 4 provides the ability to enter standard text that will appear on documents when the selected shopping cart transaction type is printed. This standard text appears on printed transactions after the address information, but before the printed item numbers from the shopping cart. Refer to the Transaction Administration section for more information on printing transactions.

Figure 17 – 4 Templates Tab

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17.4. E-mail Provider Tab mediaCAT® can convert certain transactions such as purchase order pick lists into e-mail messages, and then deliver these e-mail messages to the recipient. Enter your e-mail provider information in the E-mail provider tab as shown in figure 17 – 5. The e-mail host is not your e-mail address, but the host name such as smtp.starband.net. The user name and password are identical to what you have configured in your e-mail software (such as MS-Outlook) to logon to your email account.

Figure 17 – 5 E-Mail Provider Tab

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17.5. Shopping Cart Export Format Tab You can export your shopping cart pick list from mediaCAT® to your software system if the mediaCAT® Interface is enabled. The Shopping Cart Export Format tab as shown in figure 17 – 6 allows you to specify the shopping cart information that will be exported. Select / unselect the ‘Available fields’ checkbox to include / exclude the information in the exported shopping cart. You can also change the sequence of fields in the export file by selecting an ‘Available field’ and clicking on the ‘Move up’ or ‘Move down’ buttons. The ‘Separator’ selection entry field configures mediaCAT® to use a specific character in the export file to separate the fields. The ‘Standard export file’ is the name of the file that mediaCAT will create for the shopping cart export file, and the file name that your software system will retrieve and process.

Figure 17 – 6 Shopping Cart Export Format Tab

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17.6. mediaCAT® Interface Tab The mediaCAT® Interface tab provides the ability connect the mediaCAT® software to an external 3rd party business management system as shown in figure 17-7. Your 3rd party business system vendor creates an external file named Enabled mediaCAT Interface.txt This file contains the instructions needed by mediaCAT® to send and receive information to / from your 3rd party business manage system. Click the ‘Install’ button to locate the ‘Enable mediaCAT Interface.txt’ that was provided by your software vendor, then select this file to enable the mediaCAT Interface.

Figure 17 – 7 mediaCAT® Interface Tab

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18. System Settings mediaCAT® provides several system setting configuration options that allow you to control certain mediaCAT® functions. System setting configuration is accessed by selecting the ‘System Settings’ submenu option that is listed in the ‘Settings’ options menu as shown in figure 18-1.

Figure 18 – 1 System Settings Submenu Option

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18.1. Settings Tab The settings tab allows you to establish several parameters for the overall operation of the mediaCAT® software as shown in figure 18 – 2.

Figure 18 – 2 Settings Tab

The settings that can be maintained include: a. Remember window size and position – b. Retain Parts list column width settings – You can resize the spare parts list

column as described in the Resize Column Width section. These resized column width settings will remain temporary unless you place a green in the ‘Retain parts list column width settings.’

c. Double-click on item number to display item information – The Item Information form contains detailed information about a selected item number as shown in figure dd. The item information form is displayed by selecting the

button within the spare parts list. Single clicking on an item number in the spare parts list invokes the Selecting Document Hot Spots feature and locates the selected item number on the spare parts list image. You can configure mediaCAT® to display the Item Information form by double-clicking on the spare parts list item number as shown in figure xx.

d. Show colours available in stock and Style – This feature is enabled when mediaCAT® is connected to an external 3rd party business system. The

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reference numbers in the spare parts list will be color coded if you place a green in the ‘Show colours available in stock.”

e. Help text transparency – allows you set the transparency level on help text. f. Image information transparency – allows you to set the transparency level on

the Item Number Quick Refernece display.

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18.2. Transaction Tab The Shopping Cart Processing feature of mediaCAT® creates transactions such as invoices, estimates and warranty claim pick lists. The settings tab allows you to establish several parameters for the overall operation of the mediaCAT® software as shown in figure 18 – 3.

Figure 18 – 3 Transaction Settings

The settings that can be maintained include: a. Path to save data – mediaCAT® assigns a default location for storing

transaction information, but you can search for and select a different drive / directory location by clicking once on the ‘Find’ button and navigating to a drive / directory of your choice. Caution should be exercised however when changing the destination location. mediaCAT® will not automatically copy data from an old storage location to the new location that you specify. The data will be lost in your old location unless you manually use Windows operating system procedures to copy the old data to your newly specified storage location.

b. Transaction retention days – The transaction retention period indicates how long completed transactions will remain on your computer before being deleted by mediaCAT®.

c. Display menu item “Add to current transaction” - You can specify whether you want to use the shopping cart feature of mediaCAT®. A green indicates you want to use this feature and the ‘Add to current transaction’ will appear

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throughout mediaCAT® forms where shopping cart functionality is supported. You will also want to specify the transaction retention period (in days).

d. Show prices in the parts list – You can add additional columns to the spare parts list for item number pricing information. The ‘Show prices in parts list’ checkbox located on the Transaction tab configures mediaCAT® to display pricing information if the green is selected. mediaCAT® will use pricing that you established with the Price Maintenance feature unless i) you have implemented the mediaCAT® Interface feature, and ii) you select the ‘Prices from software system’ checkboxes to configure mediaCAT® to obtain pricing information from your software system

e. Prices from Software System – mediaCAT® can display pricing information contained in 3rd party software systems if the mediaCAT® Interface is enabled and this check box is selected.

f. Delete data button – see Clean Database section.

18.3. Clean Database

Your mediaCAT® database may grow quite large over time with the constant updating of manufacturing pricing and other related information. The ‘Delete data’ button initiates a database clean-up process whereby mediaCAT® will scan through your system and delete all imported prices, superseded parts, and stock information.

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19. Notes mediaCAT® provides the ability to create notes for products, document, and items. Notes can be manufacturer create notes or personal notes. mediaCAT® will allow you to only view manufacturer notes, while you have full ability to add, maintain and delete personal notes.

19.1. Product Notes The Product Information section contains product related information for each Stihl product. The product information form contains a Notes form that allows you to maintain and view personal product notes.

19.2. Document Notes a. Use the Document Hierarchy Selection to select the 50.2000 Technical

Information Documentation: Structure as shown in figure 19 – 1. Figure 19 – 1 Document Note

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b. The ‘Documents’ options menu contains a submenu option named ‘Document Notes’ as shown in figure 19 – 1. Single-click on the ‘Document Notes’ submenu option to display the Document Note form as shown in figure 19 – 2.

Figure 19 – 2 Document Note Form

c. You can enter your personal notes in the document note form as shown in

figure 19 – 2. The document note form contains standard text editing controls such as font type, font size, alignment, copy / paste, etc. Click the ‘Save’ diskette icon to save the document note.

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19.3. Item Notes The Item Information section contains item number related information. The item information form contains a Notes form that allows you to maintain and view personal item notes.

19.4. Notes Find a. The notes find method is a text search process that scans through the

electronic catalog for all notes that have been applied to products, documents and items that match the search criteria. Select the ‘Notes’ submenu option from the ‘Find’ options menu to display the search criteria form as shown in figure 19 – 3.

Figure 19 – 3 Notes Find Submenu Selection

The search criteria form is located in the top of the primary viewing area as shown in figure 19 - 3, and consists of a ‘Description’ data entry field, a ‘Part of description’ checkbox, three radio buttons for selecting manufacturer notes, personal notes or both manufacturer and personal notes, three checkboxes for specifying whether to search for product notes, document notes and item notes, a ‘Start search’ button and a ‘Modify’ button which is initially disabled.

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b. Enter the text ‘exam’ in the ‘Description’ data entry field and click on the ‘Part of description’ checkbox to ensure it is selected with a green . Select the ‘Find manufacturer and personal notes’ radio button and also select all three checkboxes to search for the description ‘exam’ in product notes, document notes and item notes as shown in figure 19 – 3. Single click on the ‘Start search’ button to display the search results as shown in figure 19 – 4. (Note: your search results will likely not return any results since the example given is for personal notes that do not exist on your system).

Figure 19 – 4 Notes Search Results

The search results returned one entry as shown in figure 19 – 4. There are three columns in the search results display list; a ‘Type’ column, a ‘Description’ column, and an untitled column that displays the note that matched the search criteria. The text ‘exam’ was found in an item note for item number 9079 319 1010. The selection of the ‘Part of description’ tells mediaCAT® to include a partial match of the search criteria in the search results. mediaCAT® would have excluded this entry from the search results list if we had not selected the ‘Part of description’ because our search criteria was ‘exam’ and not the word ‘example.’ You can double-click on the item note from the search results display list and mediaCAT® will go directly to the Notes form in Item Information.

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c. Remove the text ‘exam’ from the ‘Description’ data entry field and single on the ‘Start search’ button. mediaCAT® will display all notes that exist in the electronic catalog as shown in figure 19 – 5 since we did not specify any note text search criteria. (Note: your search results will likely not return any results since the example given is for personal notes that do not exist on your system).

Figure 19 – 5 Notes Search Results

The search results display list contains one document note, two item notes and one product note as shown in figure 19 – 5. Double-clicking on a note entry from the search results display list will take you directly to the selected note.