PTS Documentation

KITS - Hose

Owned by Mandi Chiancone (Unlicensed)
Last updated: Jul 06, 2017 by Sarah Baker (Unlicensed)
4 min read


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Using the navigation toolbar select 'Support', navigate to 'Downloads' then ‘Templates’ and select the excel icon for either the 'Essential' or 'Pro' Template

(info) The Pro template is a function of PTS Pro, a subscription based function of PTS; please contact your PTS representative to learn more about the powerful features of PTS Pro. 

Options

  1. Essential Template

  2. Pro Template
     



Essential Template


From the opened excel spreadsheet edit the fields (listed below) requiring update and save the file to a known location on your PC.


Qty.Kit Item/Part DescriptionAssemblyOALOffset Angle
Hose Part #Hose LengthFitting Part #1Fitting Part #2Component 3 Part #
Component 4 Part #Component 5 Part #Sleeve or Guard Part #Sleeve or Guard LengthCustomer Part #
Custom Tag Data Line 1Custom Tag Data Line 2Custom Tag Data Line 3Hose Quality Control Code




Pro Template

From the opened excel spreadsheet edit the fields (listed below) requiring update and save the file to a known location on your PC.

(info) Fields that are available for customers subscribed to PRO are in Orange
 


Qty.Kit Item/Part DescriptionAssemblyOALOffset Angle
Hose Part #Hose LengthFitting Part #1Fitting Part #2Component 3 Part #
Component 4 Part #Component 5 Part #Sleeve or Guard Part #Sleeve or Guard LengthCustomer Part #
(Alternate Part #)
Custom Tag Data Line 1Custom Tag Data Line 2Custom Tag Data Line 3Hose Quality Control CodeComment
CriticalityLocation 1Location 2EquipmentVIN/Serial #
Application InletFitting 1 QC CodeFitting 2 QC Code


1: Excel 

Open the Excel file and enter information about each hose assembly within the kit. 

 Note the following:


  1. Each row represents a separate assembly.

  2. A value must be entered in the column titled ‘QTY’ (quantity).

  3. The Excel file is locked from editing column headers and order to prevent potential upload errors. 


Once complete, save the file to the desired location. 

REQUIREMENTS

Column names beginning with “Custom Part #/Alternate Part #” or “Custom Tag Data” will appear on the label when using the standard PTS label format.  This does not apply to templates used with pre-printed tags or custom label formats.



  2. The Excel file is locked from editing column headers and order to prevent potential upload errors. 


2: Search Kit ID

Click the ‘Search/Create Kit ID’ link in the PTS Essential navigation toolbar.





3: Create Kit

  1. Specify a ‘Kit Code’, ‘Kit Description’, and a ‘Customer Number’ in the spaces provided
     
  2. Click   icon to create a new PTS kit.




     3. Once complete, click  to upload the PTS kit file




4: Upload Kit


Click ‘Browse...’ 



Select the kit file that was previously saved. 



Click ‘Upload’


5: Printing Kits


Click  to print tags for the entire kit.

Select the check boxe(s) to the far left    then click  to print specific tags.


Click   to download the kit as an Excel file.



Choose the red   to delete items from the list.

Enter an existing PTS ID and click   to add additional assemblies to an existing kit.



6: Using Past Kits (optional)

 Kits that are created once are automatically saved for later use.  In order to reproduce a past kit, click ‘Search/Create Kit ID’ from the PTS Essential navigation toolbar, click the  icon, and repeat Step 5


7: Increasing Kit Item Qty. (optional)

 

If it is necessary to increase the quantity of a specific kit item, begin by clicking ‘Search/Create Kit ID’.


Select the   icon next to the kit needing the quantity update.



Locate the assembly from the list that appears below and click the   icon.





8: Update Kit Item Qty. (optional)


Once the ‘Bill of Materials’ appears, update the field that says ‘Kit Item Qty.’



Click   then   to update.




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