Thermo King Electronic Parts

Catalog (EPC) User Manual

Last Update: November 1, 2011
Table of Contents
Preface ................................................................................................................................ 1

Thermo King Electronic Parts Catalog (TK EPC) ............................................................. 2

Search for and View Model and Part Information............................................................ 2

To narrow information in the Model and Grid Panels:.......................................... 4
To refresh the models listed based on a selected grid: ....................................... 5
To display the Preview Panel: ............................................................................. 5
To view associated read-only notes (if available): ............................................... 6

View Grid Detail Information ........................................................................................... 6

To re-launch the search feature: ......................................................................... 8
To export a part list to PDF: ................................................................................ 9
To navigate among grids:.................................................................................... 9
To access supersede information: .....................................................................10
To generate a new Pick List:..............................................................................11
To add to an existing Pick List:...........................................................................12
To access existing Pick Lists:.............................................................................13
To adjust the image view in the Illustration Panel:..............................................14
To print part information: ....................................................................................14
To utilize public notes: .......................................................................................15
To utilize Stickies: ..............................................................................................16

FAQs ..................................................................................................................................17
Thermo King® Customer Registration FAQs .................................................................19
Preface
This Thermo King User’s Manual contains confidential information of Thermo King, and is
intended solely for the use and support of persons who are registered users of the Thermo
King iService™ System. If you are not a registered user of iService™, please call the
Thermo King iService Support Center at 1-877-272-7877, or email websitesupport@Thermo
King.com to apply for registration, and refrain from using the manual until you have been
authorized to do so by Thermo King. The use of this manual by registered users is subject to
the terms and conditions of the iService™ System Access and Use Agreement between the
registered user or its employer, and Thermo King, which among other things:

 Expressly prohibits users from using, disclosing, displaying, copying, downloading,

storing, reproducing, transmitting, distributing, reselling or otherwise commercially
exploiting the Electronic Parts Catalog, or any of the other Resources and
Functionality relating to or otherwise available on or through the iService™ System;
and

 Obligates such parties to use their best efforts and all diligence to safeguard and
protect the Manual, and all other Confidential Information of Thermo King, as such
term is defined therein.

If you have any technical support issues or concerns that this manual does not address, you
may wish to contact the Thermo King Site Support Center at 1-877-272-7877 or email to
websitesupport@Thermo King.com.

THERMO KING, IN PROVIDING THIS SYSTEM, ACCEPTS NO RESPONSIBILITY OR

LIABILITY FOR THE SUITABILITY OF THE SYSTEM IN PROVIDING SPECIFIC
RESULTS. THERMO KING SHALL NOT BE LIABLE FOR ANY CLAIMS, CAUSES OF
ACTION, OR DAMAGES ARISING OUT OF OR ALLEGED TO ARISE OUT OF THE USE
OR INABILITY TO USE THE iSERVICE™ SYSTEM. UNDER NO CIRCUMSTANCES WILL
THERMO KING BE LIABLE FOR ANY INCIDENTAL, CONSEQUENTIAL, OR SPECIAL
DAMAGES, REGARDLESS OF THE LEGAL THEORY ADVANCED.

The following are trademarks or registered trademarks of their respective companies: Adobe
PDF Viewer from Adobe Systems Incorporated; PowerPoint from Microsoft; and No-
Pressure Selling from The Act Group.

TK EPC User Guide 1

Thermo King Electronic Parts Catalog (TK EPC)
The TK EPC application allows you to search for and view part information from Thermo
King parts catalogs. From searches and viewing grid details you can view an image of the
grid, generate Pick Lists and manage notes concerning the selected grid.

Search for and View Model and Part Information

The search function of TK EPC mimics a catalog, with model being books and grids being
chapters. Search filters on the search screen allow you to narrow your search.

1. Select the needed

search parameter
(model name, part
number, etc.) by
clicking the radio
button to the left of the
parameter.

2. Type the search

criteria into the search
field.

Search criteria must

match TK EPC
nomenclature,
including hyphens. All
searches are wild card
enabled, so using a
wild-card character (*)
is not necessary.

Notice that all parameters require a certain number of characters to complete a search
(stated in red beneath the search field). Your search results will be narrower if you use
more characters. The ‘Search’ button will remain disabled until you enter the minimum
number of required characters.

NOTE: The Search page allows you to view your Pick Lists, or personalized lists of
Thermo King parts. To access, navigate to the top right of the screen and click the Pick
List icon ( ). Refer to the ‘To access existing Pick Lists’ section for more information.

NOTE: Dealer users who log in through iService can set up customer users through the
‘Register a Customer Link’ on the initial search screen. This link is located in the top right
of the screen. Refer to the ‘Thermo King® Customer Registration FAQs (for Dealers with
iService Accounts ONLY)’ section for more information.

3. Click ‘Search’ or tap your ‘Enter’ key to execute a search. The search results screen
displays, populated with models and grids related to your search parameters. Refer to
the image below for panel information.

TK EPC User Guide 2

The search results screen displays results at the model and grid level that relate to the
search parameter. Some parameters access different levels or require added steps. Refer
to the table below for more information.

‘BOM’ number search Double-click the model/unit name in the search

results screen’s Model Panel to pull up the grids
(where the BOM number is embedded).

‘Part Number’ or ‘Part Any parts matching the search parameter will be
Name’ search selected on the Grid Details screen (discussed in
steps 5-7). Parts are tied to particular grids.

NOTE: There are three results for a part

number search:
(1) Part available in current catalog: The
search will pull up the grid for that part.
(2) Part NOT available in current catalog: You
will receive an invalid search.
(3) Part superseded: The application will pull
the latest part number and display all grids
containing the latest and superseded part.

‘Cross Ref. Number’ The application will pull up the Thermo King part
search number associated with the cross reference
number. To access the search results screen:

i. Click the linked part number (Aftermarket Part

No.) in the ‘Part No.’ column.

TK EPC User Guide 3

 ii. A part number search automatically takes place.

NOTE: There are three results for a part

number search:
(1) Part available in current catalog: The
search will pull up the grid for that part.
(2) Part NOT available in current catalog: You
will receive an invalid search.
(3) Part superseded: The application will pull
the latest part number and display all grids
containing the latest and superseded part.

4. Perform any required operations on the search results screen. Options include:
 Narrow the information in the Model and Grid Panels
 Refresh the models listed on the selected grids
 Display a preview
 View associated read-only notes

NOTE: The information below refers to specific features available on the search results
screen. The process, including accessing grid details, is continued with steps 5-7.

To narrow information in the Model and Grid Panels:

i. On the search
results screen,
navigate to the
textbox areas
under the Model
or Grid
headings (in the
Model or Grid
Panels,
respectively).

ii. Click the radio button to select the needed filter (‘Part Number’ or ‘Part
Name’).

iii. Enter the information to filter by into the textbox under the Model or Grid
heading. The filter is based on the information displayed in the Model and
Grid Panels.

NOTE: The ‘Part Number’ field does not allow partial searches and
requires the entry of the full/exact part number. The ‘Part Name’
field allows partial searches.

iv. Click the Go button. The Model or Grid Panels display the filtered results.

TK EPC User Guide 4

 NOTE: Any parts matching the filter information will be moved to the
top of the Part List area on the Grid Details screen. This action only
occurs when filtering through the Grid Panel.

To refresh the models listed based on a selected grid:

i. On the search
results screen,
single-click a
grid in the Grid
Panel. The
selected grid
will highlight
blue.

ii. The
models/units
displayed in the
Model Panel
refresh,
showing a
‘where used’ list
for the grid.

NOTE: You can also refresh the grids displayed based on a selected
model or unit (in the Model Panel). Single-click a model or unit in the
Model Panel, and the Grid Panel will repopulate with all grids used in or
associated with the selected model or unit. This action updates the
relationship among grid, model/unit and the original search results.

To display the Preview Panel:

On the search results screen, click the needed grid in the Grid Panel. The
Preview Panel (at right) displays the image associated with the grid.

TK EPC User Guide 5

 To view associated read-only notes (if available):

In the Notes Panel

on the search
results screen,
hover over the note
text. A mouseover
displays the full
note.

NOTE: Public notes

( ) are read only,
and they cannot be
changed, deleted or
inserted by the EPC
user. Stickies ( )
are user-specific
and are only shown
to the userID that
generated the
Sticky.

View Grid Detail Information

NOTE: The Grid Details is screen is only accessed following a completed search, detailed in
steps 1-4.

5. Double-click the needed grid in the Grid Panel, or click the image in the Preview Panel
on the search results screen to access the Grid Details screen.

6. The Grid Details screen displays. Refer to the image below for panel information.

TK EPC User Guide 6

 NOTE: If you searched with the
‘Part Name’ or ‘Part Number’
parameter, then those parts
matching the criteria will be
selected in the Part List Panel
and moved to the top of the list.

This action also occurs if you

narrow the information in the
Grid Panels by part name or
part number. Refer to the ‘To
narrow information in the Model
and Grid Panels’ for more
information.

7. Perform any needed or required options on this screen. Options include:

 Re-launch the search feature
 Export a part list to PDF
 Navigate among grids
 Access supersede information
 Generate a new Pick List
 Add to an existing Pick List
 Access existing Pick Lists
 Adjust the image view
 Print part information
 Utilize public notes (access and print)
 Utilize Stickies (access, manage and print)

TK EPC User Guide 7

 To re-launch the search feature:

NOTE: This feature is available on both the search results screen

and Grid Details screen.

i. Tap the ‘Backspace’ key at any time during an EPC session to return to
the initial search screen.

NOTE: If you are on the search results screen, click the search icon
( ) in the top right of the screen.. The search area displays in the
center of the screen.

ii. Use the radio

buttons to
select the
appropriate
parameter in the
search dialog
box. Enter
search
information into
the search field.
Notice that all parameters require a certain number of characters to
complete a search. Most requirements are stated in red beneath the
search field.

iii. Click ‘Search’

or tap your
‘Enter’ key to
execute a
search. The
search results
screen will
repopulate with
new search
information.
(Clicking ‘Cancel’ or the X-icon will close the feature.)

TK EPC User Guide 8

 To export a part list to PDF:

i. In the Part List

Panel on the
Grid Details
screen, select
the needed
parts using the
checkboxes to
the left of the
part(s).

NOTE: If
needed, click
the checkbox in
the top left (to
the left of the
‘Ref’ header) to
select all parts
in the Part List
Panel.

ii. Once selected, click the Export to PDF icon ( ) located in the top right
of the Part List Panel.

iii. Your PDF viewer opens, displaying the selected part(s).

To navigate among grids:

NOTE: This feature allows you to navigate among the grids accessed
from a search without returning to the search results screen to select
each grid.

TK EPC User Guide 9

 In the header area
above the Part List
panel, click the up
arrow ( ) to
access the grid
previous to the grid
currently displaying
on screen. Click
the down arrow
( ) to access the
next grid from the
grid currently
displaying on
screen. The
navigation order is
determined by the
order listed in the
Grid panel on the
search results
screen.

To access supersede information:

i. In the Part List

Panel on the
Grid Details
screen, select
the Supersede
Information icon
( ) to the left
of the needed
part number.

TK EPC User Guide 10

 ii. The Parts
Super Session
dialog box
displays and
shows
supersede
information,
including part
numbers
replaced by the
current part and
the level
number of that
replacement.

NOTE: Level 0 indicates the part selected in the Part List Panel.
Level -1 indicates what the selected part has replaced. Level +1
indicates what replaces the selected part.

To generate a new Pick List:

i. In the Part List

Panel on the
Grid Details
screen, select
the needed
parts using the
checkboxes at
left.

NOTE: If
needed, click
the checkbox in
the top left (to
the left of the
‘Ref’ header) to
select all parts
in the Part List
Panel.

ii. Once selected, click the Pick List icon ( ) located in the top right of the
Part List Panel.

TK EPC User Guide 11

 iii. The Pick List
dialog box
displays. Select
‘Create a New
Pick List’ from
the ‘Select or
Create’ drop-
down.

iv. Enter the Pick

List name in the
field provided.
Do not use
invalid
characters such
as / or \. Click
OK. The Pick
List is now
saved.

To add to an existing Pick List:

i. In the Part List

Panel on the
Grid Details
screen, select
the needed
parts using the
checkboxes at
left.

NOTE: If
needed, click
the checkbox in
the top left (to
the left of the
‘Ref’ header) to
select all parts
in the Part List
Panel.

ii. Once selected, click the Pick List icon ( ) located in the top right of the
Part List Panel.

TK EPC User Guide 12

 iii. The Pick List
dialog box
displays. Select
‘Create a New
Pick List’ from
the ‘Select or
Create’ drop-
down.

iv. Click OK. The Pick List is now saved.

To access existing Pick Lists:

NOTE: This feature is available on both the search results screen

and Grid Details screen.

i. A Pick List is a personalized list of specific parts that can be from across
different grids. To access Pick Lists, navigate to the Select the Pick List
icon ( ), located in the top right of the search results screen and the Part
List Panel of the Grid Details screen.

NOTE: Ensure you do NOT have any parts selected in the Part List
panel if you are accessing this feature from the Grid Details screen.

ii. The Pick List screen displays with Pick List titles on the left and selected
Pick List information on the right. (The selected Pick List is highlighted in
blue.)

NOTE: To delete an entire Pick List, click the checkbox to the left of
the Pick List title, and click the Delete icon ( ) on the left side of
the screen.

iii. To view a Pick List, click the appropriate Pick List name on the left. The
Pick List displays at right.

TK EPC User Guide 13

 iv. Perform any needed actions on the Pick List.
Edit the title and Click in the title and/or quantity fields on the right side
quantity fields of the screen, and input the new information.

Save changes
Click the Save icon ( ) located on the right side of
the screen.

Delete unneeded Click the part’s checkbox, and then click the Delete
parts
icon ( ) on the right side of the screen.

Export the list to

PDF Click the Export to PDF icon ( ) in the top right of the
screen to generate a PDF file of the Pick List.

Exit the Pick List Click the X-icon in the top right of the Pick List screen.

To adjust the image view in the Illustration Panel:

Use the Zoom In ( ), Zoom Out ( ) and Fit to Width ( ) icons in the top
right of the Illustration Panel (on the Grid Details screen) to make onscreen
viewing adjustments to the preview image.

To print part information:

i. Click the Print icon ( ) in the top right of the Illustration Panel (on the
Grid Details screen).

TK EPC User Guide 14

 ii. A dialog box
displays.
Select the
appropriate
radio button:
Image,
Image and Part
List or
Part List.

iii. Click the Print button. Your Window’s Print dialog window will appear.

To utilize public notes:

i. In the Notes
Panel on the
Grid Details
screen, click the
‘Public’ link.
The link will turn
blue when
selected.

ii. All public notes

associated with
the grid display
in the Notes
Panel.

NOTE: To print public notes, click to select the checkboxes to the left of
the appropriate note(s). Click the Print icon ( ) in the top right of the
panel to print. Your Window’s Print dialog window will appear.

TK EPC User Guide 15

 To utilize Stickies:

i. In the Notes
Panel on the
Grid Details
screen, click the
‘Stickies’ link.
The link will turn
blue when
selected.

ii. All Stickies

(user-specific
notes)
associated with
the grid will
display in the
Notes Panel.
Hover over
notes to view
the complete
text in a
mouseover.

iii. Options in this panel include:

Add a Sticky
Click the Add Sticky icon ( ) located in the top right
of the Notes Panel. Enter a new note in the textbox.
Click ‘Save’ to save changes, or ‘Cancel’ to close the
textbox.

Delete a Sticky Select the Sticky or Stickies by clicking the checkboxes

to the left. Click the Delete icon ( ) in the top right of
the Notes Panel.

Print selected Select the Sticky or Stickies by clicking the checkboxes

Stickies
to the left. Click the Print icon ( ) in the top right of
the Notes Panel to print. Ensure your default printer is
on.

TK EPC User Guide 16

FAQs
Search

How do I access the search screen?

A search screen is available upon accessing the TK EPC application. You can tap the
Backspace key on the search results or Grid Details screens to re-launch the search. You
can also re-access the search area during use by navigating to the search results screen
and clicking the Search icon ( ) in the top right of the screen.

Why is the search button not active?

All searches have a 2 to 4 character requirement for searches to help narrow search results.
The search button will remain deactivated until the character requirement is met. The
requirements are listed in red under the search field after selecting the search filter.

Search Results

How do I access the search results screen?

The search results screen displays following a search.

What are the panels on the search results screen?

The search results screen is composed of the Model, Grid, Preview and Notes Panels. Click
here to access an image describing the panels.

What options are available to me on the search results screen?

You can accomplish the following on the search results screen:
 Narrow the information in the Model and Grid Panels
 Refresh the models listed on the selected grids
 Display a preview
 View associated read-only notes

I searched by ‘Part Name’ / ‘Part Number’. Why did I only access models and grids on
the search results screen?
The search results screen only displays information at the model and grid level. Double-
clicking the needed grid displays the Grid Details screen. If you searched by ‘Part Name’ /
‘Part Number’, then any search results will be selected in the Part List Panel.

Why can’t I add a public note?

Thermo King personnel attach public notes to a particular grid. TK EPC users are not
allowed to add public notes; however, users can add user-specific Stickies on the Grid
Details screen.

Why can’t I add a Sticky?

Stickies are read-only on the search results screen. Stickies can be managed on the Grid
Details screen. To access the Grid Details screen, double-click the appropriate grid on the
search results screen. The Grid Details screen displays. Navigate to the Notes Panel
(located in the bottom left of the screen), and click the ‘Stickies’ link. Refer to ‘To utilize
Stickies’ for more information.

TK EPC User Guide 17

Grid Details

How do I access the Grid Details screen?

The Grid Details screen displays after double-clicking the needed grid in the Grid Panel on
the search results screen. The search results screen is accessed following a search.

What are the panels on the Grid Details screen?

The Grid Details screen is composed of the Part List, Illustration and Notes Panels. Click
here to access an image describing the panels.

What options are available to me on the Grid Details screen?

You can accomplish the following on the Grid Details screen:
 Re-launch the search feature
 Export a part list to PDF
 Navigate among grids
 Access supersede information
 Generate a new Pick List
 Add to an existing Pick List
 Access existing Pick Lists
 Adjust the image view
 Print part information
 Utilize public notes (access and print)
 Utilize Stickies (access, manage and print)

Pick Lists

What is a Pick List?

A Pick List is a personalized list of specific parts. These parts can be from across different
grids. The list is generated by the EPC user and can be emailed to other users.

How do I access Pick Lists?

You can view and manage Pick Lists in two ways.
(1) Access the search results screen and click the Pick List icon ( ) in the top right of the
screen.
(2) Access the Grid Details screen. Ensure no parts are selected. Click the Pick List icon
( ) in the Part List Panel.

For information on accessing existing Pick Lists, refer to ‘To access existing Pick Lists’.
For information on generating a Pick List, refer to ‘To generate a new Pick List’.
For information on adding to existing Pick Lists, refer to ‘To add to an existing Pick List’.

Why can’t I generate a new Pick List?

Pick lists can only be generated on the Grid Details screen. Pick lists accessed through the
search results screen can viewed and the existing information can be edited.

For information on generating a Pick List, refer to ‘To generate a new Pick List’.

TK EPC User Guide 18

Thermo King® Customer Registration FAQs (for Dealers with
iService Accounts ONLY)
The following FAQs address situations commonly encountered while registering customers
for access to www.MyThermoKing.com. Customer registrations is only available to dealers
who have an iService account.

NOTE: You can set up multiple user accounts for each customer.

How do I register my customer for a new account?

1. Your customers will not be able to

register new accounts. You will need to
register new accounts for your
customers. You can do this by logging
into your dealer account and clicking on
‘Part Catalog (New)’.

2. You will be taken to the Electronic Parts Catalog where you should click on ‘Register a
Customer.’

3. A new window appears with a sign-up form available.

NOTE: The Electronic Parts Catalog will continue to run in the background. When you
receive confirmation of a successful account registration, the sign-up form will reset, and
you can simply close out the window.

TK EPC User Guide 19

What information will you need when registering your customer for an account?

You will be prompted to

complete a registration form
online. (Refer to step 3
above.)
You will need to enter
appropriate information into
the provided spaces.

NOTE: The fields marked

with asterisks are required.
Please refer to the table
below for further explanation.

Select entry fields explained:

3.
Company Information You are required to enter the customer’s company name,
address, and phone number.

Customer Code / You will be able to identify your customers by the customer
Number codes/numbers you assign to them at this step. This number
is unique to each customer.

User Information You are required to enter the customer user’s first name, last
name, email address, and phone number.

User Name You will create a user name for the new user. This user name
will be the login name for the user’s MyThermoKing account.
If the user name you create is already taken, you can try
using a combination of letters and numbers.

TK EPC User Guide 20

What are some common issues I may encounter?

User Names
Occasionally, the user name you created for your customer may already be taken. In this
case, you will need to create a different user name. You can try adding numerals or
changing some letters around to make your customer’s user name unique. Examples
include johndoe123, johndoes007 and john.doe52.

Email
Your customer’s email must be formatted
correctly (i.e. john.doe@email.com). If the
email is formatted incorrectly, you will be
prompted to enter a correct format.

How can I tell if I have registered the account successfully?

Once a user name has been
successfully created, you will see the
‘Registration is Complete’ message.
You can close this window and return
to the Electronic Parts Catalog. If you
need further assistance, please visit
websitesupport@thermoking.com or
call 1-877-272-7877.

What can my customer expect when I register the new account?

1. Your customer can expect

a new user email
containing his/her user
name, a system generated
password for the new
account, and login
directions for
MyThermoKing.com.

TK EPC User Guide 21

2. Your customer can now access
www.MyThermoKing.com and log in to
his/her new account.

TK EPC User Guide 22