How to: Service2000's Integration with Worldpac SpeedDIAL

Requirements

• Service2000 Worldpac SpeedDIAL Interface Module (Call 800-937-4364 to order)

• An account in good standing with Worldpac (contact your Worldpac account rep)

• A working installation of Worldpac SpeedDIAL (contact your Worldpac account rep)

• Familiarity with the Worldpac SpeedDIAL program and ordering procedure
  (GenesisFour does not support or train on SpeedDIAL)

How It Works - Overview

The Service2000 Worldpac SpeedDIAL interface enables you to

• Place on-line orders with Worldpac from within the Service2000 purchase order. It creates Worldpac part numbers on the fly during the process, making the ordering process a nearly effortless process (shown below). 

• Look up and create Worldpac part numbers from within open service orders and estimates. (not shown below). 

Creating Worldpac part numbers and placing orders from within a Service2000 Purchase Order.
1) From within Service2000, create a purchase order to Worldpac (as shown below).

2) From within this purchase order, click on "Tools". The following menu will appear.

From this menu, select "Import From Worldpac".

3) SpeedDIAL will launch, as shown below:

4) Log into SpeedDIAL. The following screen will appear:

5) Simultaneously, Service2000's "Worldpac Interface" window opens, as shown below:

6) Go back into SpeedDIAL and make selections from within the SpeedDIAL "Catalog". (This process is not shown here.)

7) Once you have made your selections from within SpeedDIAL, click "Export". (Also not shown here.)

8) The selected parts will appear in Service2000's Worldpac Interface, as shown below:

9) To assign these parts to their proper Inventory Group in Service2000, select single or multiple parts and then click on "Assign Group". The following dialog will appear. (To select multiple parts, either click while pressing the Control key, or click and drag.)

Click the drop down box, select the desired Inventory Group, and click "OK". Below, all parts have been assigned to groups.

10) Click "OK". All these parts will instantly be placed on the Service2000 purchase order. Any part numbers that did not yet exist in Service2000 database will instantly be created.

11) From within the Service2000 purchase order, click on Tools, Send to Worldpac, as shown below.

The following message dialog will appear:

Click on OK.

12) The entire order is copied SpeedDIAL and instantly appears in the lower half of the SpeedDIAL screen (as shown below).

From within the SpeedDIAL screen, click "Submit".

That's it! You can create a zillion part numbers in Service2000 in the blink of an eye, and the entire ordering process is blindingly fast.

Note:
If you want to order more parts using the same purchase order, just repeat the process (working from within the same purchase order).