While logged in as an Administrator, navigate to Administration > Control Panel > TCO Printers tab.
Sherpa updates the TCO model list (dropdown in TCO tab when adding or updating a model) every 6 months for the US version and every 12 months for the AU and UK version. This list can be accessed from this tab to update pricing on current models, add new models, or delete old models that Compass is no longer updating.
Start by choosing the Download Models button that will be flashing RED at you in the top left corner of the screen.
This will fill in some, or all, of the 6 boxes and will show you all the categories that have been changed, added, and available. The "List #" will show at the bottom of the box it coordinates with. You can also click on the button to see a brief description of what the list is for.
List 1: Will show the current models and pricing in your TCO dropdown
List 2: Will show the Compass current list of models and pricing in their web service.
List 3: Will show your current TCO models list that also matches with the Compass Web Service list (this would be the total of List 1 minus (-) the total of List 3), so all the printers that match between Lists 1 and 2.
List 4: Any duplicate equipment you have in your current TCO list
List 5: Any equipment in your TCO list that we are no longer updating in our web service. Models might also appear on List 5 because the name has been changed. This means that they are still being updated, but the name has been changed. (Image runner has been changed to imageRUNNER for example).
List 6: Any models we have added that you currently don't have in your TCO list.
To update your TCO list, choose what list you would like to download under Options.
Update Sherpa model list with data from Lists 3 and 6 options will update any existing models you already have in the TCO list, as well as add any new equipment. Note that this will override any changes you have made to pricing in the master dropdown. However, this will not affect any TCO equipment already listed in a specific customer's TCO.
Only add new devices option will only add new equipment (List 6).
Click the Apply button, which will be flashing red.
The equipment to be added / updated will appear under the
Data to Import list with a total count. Click the Update button (it will be flashing red) to perform the update, or the Clear button to clear the list and not do the update. Depending on how much equipment you must update / add, this process could take a while, however, while the update is running you can continue to use Sherpa, if you leave the TCO updater open in the main Home Screen.
Before you do the update, you can also choose to increase or decrease the industry average consumable and equipment costs by using the Cost Adj. % button. Enter in the percentage you want to increase or decrease (using the - sign) before you click the Update button.
Deleting from List 5
If you want to delete the equipment, we are no longer providing in the web service, you can choose any or all of the equipment in List 5. Select all the equipment by clicking the Select All button, or you can select various machinesby doing a CTRL click on the devices you want to select. To unselect the devices, click the Unselect All button. Once you select the equipment you want to delete, click the Delete Selected button.
Requesting a model to be added:
If you would like to have us add a device into the TCO master list, you can send a request to us by using the Request button.
Type in the model you would like to have added and we will research the consumable costs, etc. and add it into the TCO list. You will be contacted by Compass within a week with a response if it is approved or denied (with a reason why) and you can run the update again to add it to the list if approved. If the request is denied, you can always add it manually in the TCO tab using the Model List button (see TCO manual section).