1 / 46

ePART Connection

ePART Connection. Setup and Marketing. ePartConnection Configurations. ePart For Wholesale Customers ePart For Retail Customers ePart For Web Only ePart For Web Inventory ePart For AConnex Systems. ePart Setup For Wholesale Use. Log in to Setup page - http://setup.epartconnection.com/.

joshwa
Télécharger la présentation

ePART Connection

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. ePARTConnection Setup and Marketing

  2. ePartConnection Configurations • ePart For Wholesale Customers • ePart For Retail Customers • ePart For Web Only • ePart For Web Inventory • ePart For AConnex Systems

  3. ePart Setup For Wholesale Use Log in to Setup page - http://setup.epartconnection.com/

  4. Name and Address Section of Opening Page Used to setup limited use login, for access to Reports section only Setup for Multi-Stores with a single A/R file

  5. Purchase Order Part Order Policy ePart does not discriminate between stocked or non-stocked parts Most used option. Orders only allow numbers in inventory Will not allow numbers to be ordered than can be sourced Can not order parts with zero quantity Part needs to have quantity in the total of stores Includes Warehouse stock for order criteria

  6. Quantity Display Options Best for use in stores with large inventory Useful in stores with smaller inventories, but with easy access to special order parts Useful in stores with very small inventory, and good access to special order parts

  7. Quantity Display Options for “Other” Locations The QOH is the total of all locations EXCEPT the one you are logged into.This is the default. The QOH is the total of all locations EXCEPT the one you are logged into.This is the same as WHSE QOH with a different label. The QOH is the total of all locations INCLUDING the one you are logged into. Use this selection for Single Store systems. The QOH is the total of all locations INCLUDING the one you are logged into.

  8. AConneX Purchase Order Release Code Originally Implemented for ADIS Systems to send to correct printer (Allows discounts on Electronic Orders) Used by Uniselect & MAWDI to send Order to correct Whse. (Supplied by Whse. If needed)

  9. AConneX Multi Location Lookup Code Limits Locations Displayed

  10. Delivery Options Setup

  11. MCL Table Functions

  12. Edit MCL Screen

  13. Edit MCL Screen - Summary

  14. Edit MCL Screen – Web Only - Summary Set Selling Price By Category Using Catalog’s Available Price Code Set Gross Margin By Category Based on Selling Price Code

  15. Edit MCL Alphabetical Manufacturer Listing

  16. Edit MCL Manufacturer Listing

  17. Trading Partners Table – Web Only Configurations Assign Password When Not Connected To Any Management System

  18. Trading Partners Table – AConneX Customer Edit AConneX often works more reliably With Customer Name in all CAPS

  19. Trading Partners Table – AConneX Configurations Partner ID MUST be created for Each Customer added

  20. Rename Manufacturer In Catalog

  21. Add Prefix/Suffix to Parts in Catalog

  22. Upload Logo to ePart

  23. Manage Customer Options Used to Delete a Customer Turn on Labor by Customer See Promos Set Up For a Customer Set Customer’s Labor Hourly Rate View Customer’s ePart Use Set if Customer Requires a PO on Their Orders Exception QOH Display Option Used to access correct account in eOffice when Mgmt. System Allows use of random numbering Set Up Password to Limit Access To eOffice

  24. Setting Promos by Customer Name Promo Give Detailed Description of Promo Product Line Filter Define Sale Types Eligible For Promo Define Quantity Criteria Set Date Range For Promo

  25. Warehouse Stock Check/Auto Ordering

  26. Part Categories

  27. Part Categories – Edit Category

  28. Part Categories – Edit Category

  29. Hot Link Setup

  30. Manage Remote Location Names

  31. Multi-Location Ordering Store Name in Mgmt. System Store Name as Displayed in ePart

  32. Multi-Location Ordering – Customer Setup

  33. Multi-Location Ordering – Customer Setup/Trading Partner Add

  34. Sales Reports

  35. Open Order Reports

  36. Customer IP Analysis

  37. Connection Analysis

  38. ePart Messages

  39. Help Screen

  40. New Features For Users • See Secondary Lines in Catalog • Remove Link to EpaperlessOffice • Receive Messages From Jobber • Select Multiple Groups for Display in Catalog

  41. New Features For Users • Verify ePart Invoices in Purchase History Section

  42. New Features For Users • Process Returns Directly From ePart

  43. New Features For Users • Search MCL Table By Line Description

  44. Marketing Assistance

  45. Repair & Diagnostics Info

More Related