SCANAPP HOW TO

Parts Workbench Plus Setup

Configure daily GM Shipments and Invoices reports for ScanApp.

Shipments daily data

  1. Log in

    Log on to Parts Workbench Plus.

  2. Open Custom Reports

    Click Reports, then select Custom Reports.

  3. Create a report

    Click Create New Report.

  4. Name the report

    Enter the Report Name as ScanApp-(DealerCode)-Shipments. See the dealer code note below.

  5. Choose the report type

    Click Report Type and select Shipments.

  6. Continue

    Click Next.

  7. Include all rows

    Click the >> button to move all rows from the left column to the right.

  8. Continue

    Click Next.

  9. Continue again

    Click Next again.

  10. Set the frequency

    Select Daily for Frequency.

  11. Choose the amount of data

    Select Previous Day (or 2) for the Amount of Data.

  12. Choose the file format

    Set the File Format to CSV.

  13. Choose delivery

    Click Email Delivery.

  14. Enter the recipient

    Under CC Email Recipients, enter DealerCode@powersystemsinc.ca. See the dealer code note below.

  15. Save

    Click Save.

Invoices daily data

  1. Log in

    Log on to Parts Workbench Plus.

  2. Open Custom Reports

    Click Reports, then select Custom Reports.

  3. Create a report

    Click Create New Report.

  4. Name the report

    Enter the Report Name as ScanApp-(DealerCode)-Invoices. See the dealer code note below.

  5. Choose the report type

    Click Report Type and select Invoices.

  6. Continue

    Click Next.

  7. Include all rows

    Click the >> button to move all rows from the left column to the right.

  8. Continue

    Click Next.

  9. Continue again

    Click Next again.

  10. Set the frequency

    Select Daily for Frequency.

  11. Choose the amount of data

    Select Previous Day (or 2) for the Amount of Data.

  12. Choose the file format

    Set the File Format to CSV.

  13. Choose delivery

    Click Email Delivery.

  14. Enter the recipient

    Under CC Email Recipients, enter DealerCode@powersystemsinc.ca. See the dealer code note below.

  15. Save

    Click Save.

Historical data

After setting up both daily data feeds, repeat both procedures for a one-time export of historical data for the last year. Use the following three substitutions:

  • Step 4: Enter the Report Name as ScanApp-(DealerCode)-Invoices One Time.
  • Step 10: Select One Time for Frequency.
  • Step 11: Select Last 365 Days for the Amount of Data.

Dealer code note

DealerCode refers to your GM Dealer Code with a leading zero. For example, if your dealer code is 85447, use 085447.

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