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Toolbox Limited
User Guide
Updated 07/14/08

Ver 22.12.1
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Table of Contents
System Requirements 3
Installation 4
Registration 5
Preferences 6
Updates 7
Part Lookup 9-11
Cross Reference Lookup 12-14
Kit Lookup 15
Application Lookup 16-17
Fleet Survey 18-21
Other Toolbox Functions 22-24
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Minimum System
Requirements
•Computer

•Windows 2000 or later

•Minimum - 133 MHz, Pentium I
- 64 MB RAM & 150 MB Free HD Space
•Adobe Acrobat Reader 5.0 or later
• This is needed for Registration and Reports
• Version 7 is included on the CD.
•Web Browser:
•Microsoft Internet Explorer Version 5 or later
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How to Install Toolbox

•Insert Toolbox CD into your CD-ROM drive

–If the installation program does not auto-start
1)Right-click on the Start menu, choose “Explore”
2)Click the CD-Rom Drive
3)Double-click Setup.exe
•Follow the on-screen installation instructions
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Registration
To complete registration of Toolbox Limited, you will need to provide the information
requested then select Proceed with Registration. This will generate a form in Adobe
Reader. (If you don’t have Adobe Reader, it is included on the Toolbox CD). You can
save this form and then email it to toolboxsupport@mail.donaldson.com or fax it to
(952) 887-3716.
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Preferences
To set your default preferences,
Click Edit on the toolbar, select
Preferences. The System Default tab
will contain the Type of Measure,
Region, Country and Currency. The
Quote tab will allow you to set a
default Sales Person for quotes.
(Create a Sales Person by clicking
on Tools and Sales Personnel).
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Toolbox Updates
Desktop Icon
This program will allow you to update Toolbox via the Internet
or with Local files (sent to you via Email or CD depending on
the size of the update). Assure this icon is on your desktop after
you complete the installation. This icon must remain so you can
keep the product data and functional features in Toolbox current.
If it is not visible look for a folder on your desktop called Unused
Icons, it might be located there.
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Toolbox Menu Bar

This menu bar allows you to

access the functions of Toolbox. Donaldson Donaldson Fleet
These same functions can be Part Lookup Kit Lookup Survey
found by using the Tools menu
on the toolbar.
Cross Application
Reference Lookup
Even though you have previously made a
region selection you can still change this by
using the button in the upper right corner
prior to any search in Toolbox.
Change as needed from “View My Region
Parts” to “View All Region Parts”
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Donaldson Part Lookup

To find a Donaldson part, simply type the desired Part Number into the Donaldson Part
Number field. Auto search capability begins after entering four characters in this field.
In the results window double click the item you want to view in the Part Detail window.
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Part Detail
The Part Detail page contains information about the part. The general part information
is in the upper left corner. The part dimensions and attributes are listed in the lower left
corner. Any line drawings or photos are displayed on the right. You can double-click
on these images to view an enlarged image.
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Dimensional Search Using

Donaldson Part Lookup
To search for a part using dimensions, you must first choose a product type
from the drop-down box. Next, enter the dimensional range you want to search
in, and click search. See example data below.
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Cross Reference Lookup

1
2
4
3

Type the competitive part number in the the Part#1 field. Auto search capability
begins after four characters are entered. If you have multiple competitive part
numbers, type them into the other fields and click search. This will display the
corresponding Donaldson part numbers. You can double-click on a result line to view
the part detail screen.
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Cross Reference Import

3 4 2

The Cross Reference Import feature allows you to import a list of competitive numbers
using Microsoft Excel. On the Cross Reference page click Import List (1) then follow the
instructions on the screen to create a new list or import an existing list. The Template
button (2) will open Excel and allow the user to create a new list and save it. It can then
be imported. The Browse button (3) allows the user to search for a saved list. Once a list
has been selected the Import button (4) will start the import process. All competitive
numbers that cross to a Donaldson part number will display when the import is completed.
Note: different manufacturers may have the same number. Donaldson will display all
manufacturers for a competitive number imported.
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Cross Reference Export

The results from an import or a search will be displayed at the bottom of the screen.
This information can then be exported to Microsoft Excel by clicking the Export
List button.
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Donaldson Kit Lookup

Donaldson Kit Lookup will allow you to find contents of a kit number OR locate
the part number of a kit by entering your needed parts.

1. To find the Kit contents enter the Donaldson Kit number in the first field and
click on Search.
2. If you know the parts you are needing, enter these numbers in the Part 1,2,3
fields and click on Search to locate possible Kit numbers. Once you have
results just click on item number to see the complete Kit details.
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Application Drilldown
There are two methods for obtaining a parts list by
application. The first is the Drilldown method.

You can find parts offered by clicking on the plus sign next to the manufacturer. Then click
next to the model/engine to display the parts for that equipment. If you need to create a list of
parts to export to Excel click the double-arrow in the middle of the page (see above) to send
them to a list on the right screen. (The single arrow > will move one item at a time to the list
while the double arrow >> will move all items.) You add or remove parts from the list by
using these arrows. When you have all the parts desired on the list, you can export it (see
above) to Excel for further work.
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Application Lookup
The second is the Lookup method.

The Lookup method gives you the same results as the Drilldown method but here you enter
your search criteria. I.E. Make your equipment selection then choose the parts you want on
your list. In either method, when completed with your search you can export your list to Excel
for any additional presentation work as needed.
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Fleet Survey - Add Customer

1. Click the Add New Customer button

2. Fill out the information
3. Press the OK button
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Fleet Survey - Add Units

Customer

2 3

After selecting a customer:

1. Press the Add New Unit
2. Fill out the information
3. Press the OK button
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Fleet Survey - Add Parts to a Unit

After selecting a Unit you have two methods for adding parts to the unit:
Unit Press the Add New Part or By Application button. (see above)
If you choose the Add New Part button the following screen appears. You
can choose to key in a known part information.
Or, use either the Part Lookup or XRef Lookup feature.
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Fleet Survey - Units for Customer

Buttons Enlarged

When a Fleet Survey is complete you can select the following:

1. Create a quote using a Fleet Survey by clicking on the Create Quote for All Units button
2. View a detailed report by clicking on the View Detail Report button
3. View a summary report by clicking on the View Summary Report button
4. Export the Information for the customer to Microsoft Excel
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Product Request

This option allows you to capture information on new products you would like Donaldson
to add to the product line. You can add, edit or delete requests. In addition, you can print
or save a report of these requests using the View Report link. The Send Report link will
allow you to email your request to Donaldson assuming you are connected to the internet
before you select this option.
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Application Request

This option allows you to request new product be approved for use in a particular
application/vehicle. You can add, edit or delete requests. In addition, you can print or save a
report of these requests using the View Report link. The Send Report link will allow you to
email your request to Donaldson assuming you are connected to the internet before you select
this option.
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Obtain Toolbox Version

& Pricing Information
Click Help on the Toolbar and select
About… This will display a window
providing the version level of Toolbox
(Example: Limited Version 20,10,1
circled in black).