Saved Jobs

How to save items to a job

Once parts have been added to the shopping cart, the entire cart can be saved in saved job status.  This feature allows you to save the job and later append the data. 

 

NOTE: You must be on the Shopping Cart screen to complete these steps.  To access the shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts & Supplies page) or the Go to Cart button located on the Parts & Supplies page. 

 

  1. Once the appropriate parts are in the shopping cart on the Shopping Cart screen, click the Save Job button (located in the lower left of the screen).  The Save Jobs dialog box opens. 

 

 

  1. Either save as a new job or add to an existing job. 

 

To save as a new job:

 

  1. Select the radio button for the Save as a new job option. 

 

  1. Enter a job name in the field. 

NOTE: The job name can be a duplicate of an existing saved job.   

  1. Click Save.  The job is saved under My Accounts>Saved Jobs.

 

To add to an existing job:

 

  1. Select the radio button for the Add to existing job option. 

 

  1. Select the appropriate existing job in the Job Name dropdown menu. 

 

  1. Click Save.  The edited job is saved under My Accounts>Saved Jobs.

 

How to view saved jobs

Navigate to My Account and access Saved Jobs in the dropdown menu.  Saved Jobs is composed of two options: My Jobs and Distributor Saved Bundles (groups of parts compiled by your supplier(s)). 

 

To access My Jobs:

 

  1. Click My Jobs (located in the global header under My Account, Saved Jobs).  The My Jobs pop-up window opens and displays, at left, all saved jobs associated with the current user and company. 

 

  1. Click the appropriate job.  All parts associated with the job display.  Options on this page include:

 

Rename the job

Type directly into the Job Name field.  Click Save to save changes. 

 

Edit quantity

Type directly into the individual quantity fields.  Click Save to save changes. 

 

Add selections to cart

Select the checkboxes of individual or all parts (click to select).  Once selected, click the Add to Cart button.  The parts can be seen in the shopping cart (located in the lower right of the Parts & Supplies page).   

 

Delete an individual part from a job

Select the checkbox the part (click to select).  Once selected, click the Delete Part button. 

 

Delete an entire job

Click the trashcan icon.  The job is deleted. 

 

 

 

To access Distributor Saved Bundles:

 

  1. Click Distributor Saved Bundles (located in the global header under My Account, Saved Jobs).  The Distributor Saved Bundles pop-up window opens and displays, at left, all saved jobs (created at the distributor level) associated with the current user and company. 

 

  1. Click the appropriate job.  All parts associated with the job display.  Parts cannot be added or deleted on a distributor saved bundle. 

 

Options on this page include:

 

Edit quantity

Type directly into the individual quantity fields. 

The edit is only applicable to the current instance and will revert to the original quantity once the current window is closed.   

 

Add the bundle to the cart

Click the Add to Cart button.  The parts can be seen in the shopping cart (located in the lower right of the Parts & Supplies page). 

 

NOTE: Parts cannot be added or deleted on a distributor saved bundle.