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1. Inthe Navigation Frame select Grinders Die Grinders and then 3101G Series Then in the Main Navigation Frame select Parts Manuals 3101G P7642 and then Model 3101G 1 4 Collet Standard Duty Die Grinder 3 Select the GO button next to 3101G 747 Of 3 31016 747 Sleeve This will automatically add this item with a quantity of one to your Picklist Please Note Your Picklist name defaulted to your initials and a timestamp Current PickList 6M _02 10 16 38 02 e amp 2 Creating Repair Quotes Once you have created a Parts Picklist you can now convert it to a Repair Quote There are seven 7 steps to create a repair quote from a picklist Step 1 Identify the Picklist to Convert Use the transaction list which contains all your Picklists and Quotes kr 1 First select the Transaction List icon in the upper left corner of Passport This will take you to a list of all your Picklists and Quotes 2 Inthe Main Navigation Frame you will see a list of your Picklists Here you can delete Picklists and Quotes or sort by the column headers For example You could sort by Total to find your highest dollar Quotes 3 Inthe Navigation Frame there is a search tool This tool can be used to search through your Picklists and Quotes This is also known as your Transactions List For example You could search for all Picklists and Quotes that contain part number 3101G 747 Once you have identified a Picklist you can convert2. 4 Quote Training 1 Creating a Parts Picklist In this lesson you will learn how to create a Picklist A Picklist is similar to a shopping cart for an online store You can add delete or modify items in a Picklist Picklist names default to your initials and a timestamp There are three 3 methods to adding items to a Picklist In all three 3 methods a Picklist is automatically created To View your current Picklist select the binocular icon S gt Method 1 The GO button 1 In a part s list click the GO button next to an item This will automatically add that specific item with a quantity of one to your Picklist gt Method 2 Checkboxes and the Green Arrow button 1 In a parts list select the checkbox next to each item you want to add to your Picklist You can select more than one item 2 Next click the Green Add button gt at the top This will automatically add the checked items to your current or newly created Picklist gt Method 3 The Part Info Window 1 Inapart s list click the Part Number for any item In the pop up Part Details window you will see the text Add to Picklist and a textbox Add the quantity you want in your Picklist in the textbox 2 Then click the GO button 3 This same method can be done from selecting the Part Info link from the Homepage Passport Application Practice Use one or more of the Picklist Item methods just discussed to create a Picklist for a 3101G Series Grinder 1
3. Select TS1401 P7166 Select Series TS1401 Turbine Starter This is a specific page of the manual Scroll down to Item 8 ST900 40 in the part list Notice the Supersession icon next to it Click the icon S a window will pop up displaying the Supersede details You can see that part number ST900 40 has been superseded by 04559191 A ee oOo CT 5 3900 40 Motor Housing Helpful Hint An additional method for finding this Supersede is to use the Part Info link By entering ST900 40 or 04559191 the Supersede icon will appear 8 Locating Operators Manuals Continuing on a huge advantage of Passport is its ability to store hundreds of our Operator Manuals To find an Operator s Manual you would complete the following steps In the Navigation Frame select Paving Breakers Select 93 95 Series Select Operators Manuals Then select 93 95 P6199us Click on the Specifications link What is the Impacts min for a 93A4 Which answer below is correct A 1 250 B 2 350 C 2 400 D 2 655 ote Oe Please Note Adobe Acrobat Reader is needed to view our online Operator Manuals Passport Application Practice Your turn To practice what you just learned go to Passport and complete the following steps 1 Inthe Navigation Frame find and select Controllers 2 Then select TMA Series 3 Select Operators Manuals 4 Then select IMAD DC Electric Torque Management System 7114 5 What page is the installation information on a Pag
4. currency using the Exchange Rate and To Currency fields e You may also add in any Discount and Miscellaneous Charges as well Step 6 Select User Defined Quote Defaults The selected information is automatically included with every quote 1 Logo You can select the default Ingersoll Rand icon or select a different logo Note You can have additional logos loaded to Passport 2 Contact Information Your location s contact information 3 User Defined Fields Here you can turn on check or turn off uncheck comments that will appear at the bottom of the Quote Helpful Hint You may want to enter your Terms and Conditions here Step 7 Save amp Print Quote Select the disk Icon A to save your quote and then select the printer icon to print your quote Additional Resources As an additional resource you may download a full version of our Passport User Manual This document may take couple of minutes to download please go to the following link http irtools com passport training manual Passport Reference Guide pdf
5. it to a Quote Step 2 Convert a Picklist to a Quote 1 First select the Orders icon a in the upper left corner of Passport to access your Transactions List This will take you to a list of all your Picklists and Quotes 2 Drill down on the newest Picklist by clicking the column heading Order No 3 Then in the Navigation Frame under Order Process click the dropdown menu that has Picklist as the value select Quote The page will refresh and you will see all the quote information in the Main Navigation Frame l Order Process Picklist Order Number Description Contact Person David Hoch Step 3 Complete Quote Header Information Now that you have converted a Picklist to a Quote let s add in specific quote information Icons e Print Preview e Save Quote e Delete Quote X e Transaction List The Quote Header information is in the Navigation Frame starting with Quote Number and ending with the Private Note field Only the Quote Number is required Order Process Quote z Quote Number DH_04 05 13 31 05 Date 04 0 5 2006 Customer Ref No Description F Contact Person David Hoch Serial No Unit Info Customer Address Book Private Note Quote Number Can be modified to be customer specific Customer Ref No Can be modified to be customer specific Description Provide additional quote detail Contact Person
6. Defaults to current user Serial No Can be used to enter the tool s Serial No Unit Info Provide additional quote detail Customer Customer Name Private Note Add in additional information that can only be viewed by the Current user Step 4 Add in Customer Information e If you have previously created a quote for a customer their name will appear in the drop down box e Otherwise select the Address Book hyperlink to open your Customer Address Book e The right hand side will contain all of your customers This window contains a search tool Click All to display all of your customers e Click the Red Star to add a new customer Cistomer Address Book pM x New Close Customer Total 6 Country 8234 all State Province all Search For Criteria Starts with Search In Customer Name Contact Person Zip Code Postal Code aap 5 Modify Item Prices The Adjusted List Price column will be changed based on Currency Exchange Rate Adjustments e The Sell Price allows you to change individual item prices It can be used in conjunction with the Adjusted List Price e The Landed Cost field is a multiplier It can be used to mark up or mark down all of the line items For example using 1 1 would increase the Adjusted List Price by 10 A Landed Cost of 90 would decrease the Adjusted List Price by 10 e You can convert a quote to a different
7. ass p Or T Passport Training Welcome to Passport the global website that will revolutionize your ability to ID parts and look up service information 24 7 Don t waste time start learning now how Passport will make your job easier Your login information will provide you access to www irpassport com Welcome To IngersollRand v3 1 Production Parts amp Service passport 5 User Name a Password Language English Other Regions by QD ingersolt Rand 2000 2007 Snap on Business Solutions All Rights Reserved The use of and access to the information on this site is subject to the terms and conditions set out in our legal statement EA Powered Ov Shanon dusivees Saute 1 Passport Essentials 1 Site Navigation Passport has two 2 main frames in which you will navigate a Navigation Frame and the Main Navigation Frame T IngersoliRand v3 1 Production Navigation Microsoft Internet Explorer File Edit View Favorites Tools Help ar Back gt z a A Pa Search Se Favorites 2 s a E rol 3S Address https jiw irpassport comi MainNaw cfm se Go Links S X Googie C oo J oB LP Bookmarks amp 4 blocked P Check 4 Autolink S AutoFill ab Sendto 4 J Settings Quick Search Links Preferences Logoff 2000 2007 Snap on Business Solutions id am Ingersoll Rand 5 amp PP gt Part Info Navigation AP Bu
8. e 1 b Page 3 c Page 7 d Page 11 Now that you have learned how to locate an Operators Manual let s continue on to our next lesson Locating Service Bulletins 3 Bulletin Training Service Bulletins contain critical information such as part number changes material changes assembly disassembly instructions and other service related information To locate Service Bulletins click the following icon in the navigation frame Main Navigation Frame When first entering the Bulletin section all new posted Bulletins will automatically be displayed To view a Bulletin click the number next to it Navigation Frame You enter the following search criteria to locate service bulletins for specific models 1 Enter one or more of the following search criteria Search For Enter a criteria to search for a specific value or leave it blank e g Model Numbers Keywords Type Here you can narrow your search to a specific type of Bulletin Criticality Level Determine if you want to see only mandatory or non mandatory Bulletins in the results Models Select a specific model that has Bulletins associated with it Released Search for a Bulletin from a specific time frame 2 Once you have entered or selected your criteria select the Go button O co to begin your bulletin search Tip You may leave all the fields blank and click the Go button Notice that several Bulletins already exist View a Bulletin by selecting the Number
9. he part list err aey Please take a moment to practice the above steps in Passport Case Study 2705P1 Impact Tune Up Kit After locating the Tune Up Kit for John now you can find and share with him its list price There are 2 methods for identifying the list price of a part gt Method 1 From within the Part Manual 1 Inthe parts list on the right hand side select a Part Number For example 2705 TK3 The price will be displayed in a pop up window This is called the Part Info window gt Method 2 Using the Part Info Link 1 Inthe product category navigation of Passport click the Part Info hyperlink it is in the upper right of the gray area 2 A pop up window will appear with a textbox in it Type 2705 TK3 and hit the GO button 3 The price will appear on the center right hand side labeled MSRP Having found the Tune Up Kit and its list price you can now share it with John Passport Application Practice Using one of the above methods find the price for a trigger for a 2 705P1 Part No 705 93 Which answer below is correct A 1 30 B 2 00 C 2 42 D 3 10 2 Zoom In amp Out on Parts Diagram To change the size of the part diagram you may either zoom in or out by clicking the Fi W ie Zoom or the Zoom ICONS 3 Return to Original Screen Size To return to a Parts Diagram s original size select the Original Size icon 4 Obtain Part Number Detail To quickly jump to the part number detail from
10. ilt Navigation Frame passport Navigation Frame PLEASE CHOOSE PLEASE CHOOSE ER PLEASE CHOOSE dR Ingersoll Rand PLEASE CHOOSE Passport User Manual Updated for Version 3 1 Download the PDF Passport News version 3 1 was released on May 15 2007 with several enhancements and updates Those enhancements along with a brief description of each follows 1 Navigation the navigation tree is now expandable and collapsable using the feature 2 Print now when you print a page from a manual the image and the data print on the same page 3 Part Info window improved response time 4 Multiple Price Views you can now choose a price book to check parts prices 5 New Features a Date entry now utilizes a pop up calendar b You can now change your color scheme through User Preferences C Search results are now sortable on any column and d Search navigation and highlighting are now available we hope these updates and new features enhance your experience with Passport Please continue to send us your comments and suggestions Done rf _ interne Z 2 Site Features Listed below several key features of Passport Please read over the description of each feature and become familiar with its associated application icon Feature HowToUse O O oO OoOo SOSS Click the Main Page button to display the navigation links on the Main Page This button is availab
11. le at all screens except the Main Page zaz Click the Bulletins button to open the Bulletins window From this window you can view and amp search for bulletins eo Click the Search button to open the Search window From this window you can search for h parts and service information O Click the Orders button to open the Transaction List From this list you can view and open ae Picklists and quotes Click Part Info to display a Part Number text box Then type a number and click to display JJoarts information Click the Help icon to view information that explains what to do at a particular screen This icon is available throughout the application 2 Parts ID Training Main 1 Finding a Part To learn how to locate a specific part and its number and an operators manual in Passport please read the following case study to describe this process Case Study 2705P1 Impact Tool Tune Up Kit One of our customers John Connors has called you and requests a 2705P1 Impact Tool Tune Up Kit and the price for that kit To help John you ll use Passport to find the right tune up kit and its price To find the 2705P1 Series Impact Tool tune up kit and its price for John you would complete the following steps In the Navigation Frame select Productivity Products Select Impact Tools Select 2705P1 Series Select Part Manuals Select 2705P1 P7540us Select Standard Duty Impactool Scroll down to the last part number 2705 TK3 in t
12. the part diagram select any part illustration number on the diagram See in image below pian Taha ty NUMBER Sil aileie IS DESCRIPTION Hammer Frame 2 Assembly oT 35 231 704 Hammer Pin 2 O 36 2531 706 Hammer Frame Rear washer OO 37 2131 7 4 Hammer 2 131 AT 27 0 Hammer Case enar SR Aiea m ras bi tt D hu oO AFTE ee ee a i A Assembly FS D og 34 406 800 Hammer Case Pilot i E i a p amp OF 38 230 36 Hammer Case Xa a a Gasket K ae J A p i aa Qg 40 Z70544 Hammer Case k a ii panna a mmh Bm te ie E ee om Se a Ae am ne ement m din eel Ae te Ite s mete on oR won oom m in om AUSF eo dh nih le 5 Print Parts Page To print the current view and part detail select this Printer icon 6 Print Parts Image To print the diagram only select this Printer Icon 7 Superseded Parts Now let s discover if a part has been superseded Parts are superseded because of Ingersoll Rand s ongoing commitment to quality enhancements in product performance or changes in product attributes e g physical dimensions or material composition Anytime you see the Supersede icon E in Passport either that part number has been superseded or it has superseded another part number This icon will be displayed in part manuals the part info window and quotes Example Select Air Starters from the Part Navigation Select TS Series Select Part Manuals
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