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RELEASE NOTES June 5, 2016

SUMMARY The new capabilities added in this release are:

Integration with the online versions of QuickBooks®

Integrated parts estimating and ordering through TurboParts, which provides access

to the following suppliers:

o Advance

o The Alliance*

o AutoZone®

o CARQUEST®

o Factory Motor Parts™

o Ford Motorcraft (eCounter)

o InPart

o Parts Authority

o Parts Plus*

o Pep Boys (Pep Express

Parts®)

o Pronto*

The advisor can complete the operations for the technician

* Only some members of these groups work with TurboParts. Check with your local supplier.

QUICKBOOKS® INTEGRATION Selectline can be connected to your online QuickBooks® to simplify your accounting.

Selectline can be configured to automatically transfer the relevant job information to

QuickBooks® when you mark the job as paid, eliminating duplicate data entry. The customer

information is synchronized the first time you create or access the customer in Selectline.

Customer Synchronization

The first time you create a customer in Selectline, it will attempt to find the customer in

QuickBooks® with the same name. If no customer is found, it will create a new one in

QuickBooks®. Otherwise, it will link to the customer found in QuickBooks®. If you want to

search QuickBooks® by phone number instead of name, simply replace the name in the

Search box with a phone number.

Selectline Customer Info Information transferred to

QuickBooks® Creates Customer

in QuickBooks®

Search QuickBooks® by

name or phone #

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Customer Synchronization (continued)

Note: If the customer already exists in QuickBooks® when the connection is made between

the customer in Selectline and QuickBooks®, the customer information from Selectline

(phone #, address, etc.) is not transferred to QuickBooks®.

Transfer of Job Data from Selectline to QuickBooks®

The Selectline invoice information is sent to QuickBooks when you complete the Mark

Payment Complete screen and click Submit. This information includes the total parts, labor,

sublets, shop supplies, and taxes as well as the totals by payment methods, such as cash,

check, credit card, etc.

Invoice info is

transferred after

pressing Submit button

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Configuring the QuickBooks® Connection

It is necessary to configure Selectline so that it has the credentials to access your online

QuickBooks® account. It is also necessary to tell Selectline where to place the invoice

amounts for your jobs in QuickBooks®. This is a one-time configuration, accessible in

Settings. We recommend that you have your accountant help you configure this integration.

After you complete the configuration, it’s important to validate the integration between

QuickBooks® and Selectline. After you create your first few jobs, compare the Selectline

invoices to the information in your QuickBooks® accounts to make sure they match.

NOTE: If QuickBooks® is not accessible from your settings, contact MOTOR Support at 1-800

288-6828 for assistance.

The QuickBooks® configuration can be accessed by selecting Settings from the user

dropdown list, then selecting Shop Settings and selecting QuickBooks®. When you select the

“Connect to QuickBooks®” button you will be prompted for your QuickBooks® credentials.

Connect to

QuickBooks®

button

Access to Settings QuickBooks

® Settings

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Configuring the QuickBooks® Connection (continued)

The next step is to map the Selectline parts, labor, etc. to the appropriate Product/Service or

Account you have set up in QuickBooks®. These will be unique to your QuickBooks®

environment and will be presented in the dropdown list for your selection. In the example

below, total Part Sales on the Selectline invoice will be mapped to the QuickBooks®

Product/Service that is named Part. Once all mappings are defined, select the Submit

button.

Choose between

Product/Service

and Account.

Selectline Invoice

Component (ex: Total

Part Sales

Select specific

Product/Service

(ie Part)

Submit

Button

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Configuring the QuickBooks® Connection (continued)

The next step is to associate the Selectline payment methods with those you’ve set up in

QuickBooks®. Again, the dropdown lists for QuickBooks® payment methods and deposit

accounts are pre-populated with those set up in your QuickBooks® account. The final step is

to activate QuickBooks® in Selectline, which can be done after you select the Submit and

then Next buttons.

QuickBooks®

Payment Method.

Selectline Method of

Payment QuickBooks®

Deposit Account

Activate

QuickBooks

® Account Next button

Submit button

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AFTERMARKET PARTS ORDERING THROUGH TURBOPART Estimating and ordering parts from Turboparts suppliers (listed below) is now part of the

integrated experience within Selectline, eliminating the extra steps required to use multiple

systems:

Advance Auto Parts

The Alliance*

AutoZone®

CARQUEST®

Factory Motor Parts™

Ford Motorcraft (eCounter)

InPart

Parts Authority

Parts Plus*

Pep Boys (Pep Express Parts®)

Pronto*

* Only some members of these groups work with TurboParts. Check with your local supplier.

After the parts are added to the estimate, stock checks and ordering are done with the

simple push of a button. A one-time configuration is required to provide Selectline with the

appropriate credentials for accessing the suppliers. Selectline was integrated with NexPart

suppliers several months ago and will continue to be integrated with additional suppliers and

catalogs in future releases.

Estimate Part Price

After selecting the parts supplier from the dropdown list, select the part button to load the

availability and pricing choices for that specific part into your supplier’s online website.

Choose supplier Load parts availability

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Estimate Part Price (continued)

Selectline eliminates the need to find and navigate to the part within your supplier’s website.

The supplier’s website uses the part number from the Selectline estimate to find and display

it automatically. After browsing the availability, cost and product details, select the green Add

button for the desired manufacturer and warehouse and then select “Review and Complete”.

After reviewing the order, click “Transfer” to add the part information automatically to the

Selectline estimate.

Your cost Part selection

confirmation

Manufacturers Location &

availability

Review and complete

part selection

Add part to estimate Quantity

Transfer part

information to estimate

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Estimate Part Price (continued)

After the part selection is made, Selectline includes the part number and product description

in the estimate and calculates the customer price, based on the cost parts markup matrix. If

the Details are expanded you will see your cost and parts profit.

Customer

price

Supplier’s Part

Description and

Number Your cost Profit

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Stock Check

The Parts List displays the parts included in the estimate from all suppliers, and allows you to

order the parts. The part information can be expanded to display the location, quantity, and

pricing details. A stock check must be done before ordering, to ensure the parts are still

available at the same price quoted on the estimate. The system will notify you if pricing or

availability has changed so that you can accept the changes or change the part order. If

nothing has changed, the parts will be listed as ready and the Stock Check button will

change to “Order Parts”.

Stock check for pricing

or availability changes

Part name, number

and description

Location, quantity and

pricing details from estimate

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Order Parts

Once the Order Parts button is pressed, the user has the option to confirm or change the PO

number and set an arrival time, as seen in the screenshot below. The PO number defaults to

the Selectline job number.

Once the order is confirmed, the system sets the part status to “Ordered”. The order

confirmation information is automatically added to the Part Details, as shown below.

NOTE: It is important to mark the status of all parts as “Received” in order to be able to close

out the job.

PO number

Part Cost Set part

arrival time

Confirm or cancel order

Order date, PO number,

confirmation number &

quantity

Part status = “Ordered”

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Configure Part Suppliers

To access any of the TurboParts suppliers it is necessary to configure your preferred

suppliers in Settings. Select the online provider name “TurboParts” for all TurboParts

suppliers except Ford Motorcraft and Pep Boys. Access to these two suppliers will be

available by selecting the eCounter and PepExpress provider names. It is also necessary to

provide the shop’s username and password for accessing each of the supplier’s online

catalogs through TurboParts. The suppliers should be placed in order based on frequency of

use, since that represents the order they appear in the supplier dropdown list used for

estimating. The top supplier in the list will be the default supplier.

Obtaining TurboParts Access Credentials for Your Supplier

The access credentials you currently use to login to Pep Boys’ Pep Express Parts® and

Motorcraft eCounter are the same credentials you should use to configure these suppliers

within Selectline.

The access credentials for configuring any other supplier within Selectline are NOT the same

as the credentials you currently use to login directly to the supplier’s online ordering website.

Please contact your local supplier and ask for credentials to access Turboparts, so that you

can order parts directly through your estimating system.

If you have any questions or issues with obtaining credentials, please contact MOTOR

support at 800-288-6828 for assistance.

Arrows for

prioritizing

suppliers

Access to

shop settings

Local

supplier

name

Access to

part suppliers Access

credentials

Online

Provider

Name

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Configure Price Markup Matrix

This matrix in shop settings is used to enable Selectline to automatically markup the part

prices on the estimate, based on your cost from the supplier. Provide the markup for each

cost range.

Configure Parts Ordering Workflow

The Parts Ordering Workflow in Shop Settings must be turned on to enable stock checks and

parts ordering. This is done by selecting Settings from the user dropdown list, then selecting

Shop Settings and then Estimate Workflow. From there, the Enable Parts Ordering Workflow

setting can be turned on.

Access to Settings Estimate

Workflow

settings

Enable parts

ordering workflow

Access to

markup

matrix

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ADVISOR OPTION TO COMPLETE ALL OPERATIONS If the technician isn’t available to mark all operations complete in Selectline, the advisor has

the option to do this. Then the advisor can close out the job and accommodate the customer,

using the Complete All Operations button. This can only be done if the job has moved to the

“In Bay” status. A job will be set to “In Bay” when all operations are authorized by the

customers and have technicians assigned, and all required parts are marked as “Received”

and all sublets are marked complete. After selecting the Complete All Operations button the

advisor will be prompted to enter the Ending Mileage for the vehicle.

Complete All

Operations button

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KNOWN ISSUES This list includes the known issues from previous versions, as well as the new issues

introduced in this version. Newly introduced known issues are indicated with an asterisk (*).

Advisor Known Issues

QuickBooks®

It’s not possible to transfer multiple customers with the same name to QuickBooks®. As a

workaround, include a middle initial or some other unique identifier (Sr., Jr.) in the first or last

name field within Selectline to make it unique.*

Parts

When viewing Details for a part that’s been estimated or ordered through a Nexpart or

TurboParts supplier, the List Price shown is incorrect. It displays the actual marked up price

charged to the customer, instead of the List Price suggested by the vendor.

Reports

The Sales Summary in the Management Overview doesn’t always calculate sales tax

properly.