ePARTConnection 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/

Name and Address Section of Opening Page New, Easy to Read, Reorganized Menu Bar

Name and Address Section of Opening Page – Company Information Configure Colors and Fonts for Store Address Add Links to Other Pages by Clicking on your Address Create a Banner Ad to Display at the Top of Your Page Set Which Page to View When Clicking on Your Logo

Name and Address Section of Opening Page – Theme Settings Configure Color for Menu Bar Configure Color for Bottom Bar

Name and Address Section of Opening Page – Email Setup Setup Email Addresses To/From Your Customers Enable Notifications and What is Emailed From eOffice Receive Notifications when a Customer Reaches a Promo Goal

Name and Address Section of Opening Page – Misc Options Used to set up Master Password for ePart – used in eSales and ePart Salesman Mode

Name and Address Section of Opening Page – Misc Options Master Store ID for Multi-Store use

Name and Address Section of Opening Page – Misc Options Exclude Alternates from Displaying

Name and Address Section of Opening Page – Misc Options Organize Lookup by Part Type

Name and Address Section of Opening Page – Misc Options Customer May Send a Message Stating They Have Returns to be Processed

Name and Address Section of Opening Page – Misc Options

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

Catalog Display Options Display All Parts, All Selected Lines Only Show Parts Considered “Active” on Management System (Quantity or Order Points) Only Show Parts with Quantity Show All Parts in Inventory File Allow User to See All Parts, All Lines

Description Override Display Catalog Data Description Instead of Management System Description (used when Mgmnt system uses interchange info or Custom Descriptions)

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

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.

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

AConneX Multi Location Lookup Code Limits Locations Displayed

ePart Supports Separate Logos for both Web and Mobile Devices Upload Logo to ePart

Upload Logo to ePart

Delivery Options Setup Set Custom Delivery Options for Your Business

Copy Your MCL Table to Mirror Your Management System MCL Table Functions Copy a Saved MCL Table From Your P/C Add or Remove Lines That Show in the Integrated Catalog on Your Management System This allows you to let Customers see different lines from what in-store personnel see

Edit MCL Table Screen

Edit MCL Table Screen - Summary

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

Edit MCL Alphabetical Manufacturer Listing

Edit MCL Manufacturer Listing

Trading Partners Table – Web Only Configurations Aconnex Users Set Up Passwords Here Assign Password When Not Connected To Any Management System (or if using Aconnex)

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

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

Rename Manufacturer In Catalog

Add Prefix/Suffix to Parts in Catalog

Edit Non-Catalog Part Categories

Part Categories – Edit Category

Part Categories – Edit Category

Hot Link Setup

Manage Customer Options Click “Edit” Button to Configure Listed Options

Manage Customer Options Configure Options Including Promos and Favorites Manage Customer Options

Create/Modify Customer List Import/Export Customer List to .csv Format Create/Modify Customer List

Search Customer List Search List by Multiple Criteria (all columns are searchable)

Search by Advanced Criteria Search Customer List

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

Send Messages to Individual Customers or to a Group of Customers ePart Messages Send Messages to Individual Customers or to a Group of Customers

Customer will See Notification in ePart ePart Messages

Create Percentage Discounts That are Customer Specific ePart Discounts Create Percentage Discounts That are Customer Specific (This can only be used when systems use a part number to create a discount)

Sales Reports View Sales Reports by Multiple Criteria ALSO View Lost Sales Reports Part Fulfillment Report and Data Transmission Report

Open Order Reports

Connection Analysis

Connection Analysis

Customer Remote IP View How Many Times Customers Connect and Where They Connect From Customer Remote IP

Independent Warehouse Stock Check See Warehouse Inventory Inside Catalog Independent Warehouse Stock Check

Enable and Control Your Retail ePart Site Retail ePart Options Enable and Control Your Retail ePart Site

Manage Long Location Names Make Warehouse Names User Friendly When Displayed Manage Long Location Names

Multi-Location Ordering Store Name in Mgmt. System Store Name as Displayed in ePart Choose which stores customers are allowed to order from

Multi-Location Ordering – Customer Setup

Multi-Location Ordering – Customer Setup/Trading Partner Add

Help Screen

New Features For Users License Plate Lookup

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

New Features For Users Verify ePart Invoices in Purchase History Section

New Features For Users Process Returns Directly From ePart

New Features For Users Search MCL Table By Line Description

Marketing Assistance