ePaperlessOffice Setup, Use & Marketing

Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery costs Reduce phone calls to your staff concerning invoices Get statements to customers in a more timely fashion Access specific information on invoices, by searching Have information concerning balances, payments, returns at your fingertips Promote sales, company events and other pertinent information via email Maintain closer contact with Installer customers Another dimension of service to the Professional Installer Direct your Installer customers to ePartConnection

(AIS, Autologue, Datatron) Accessible by Installer and Jobber Current Applications Direct upload to Autologue Central servers from Autologue products Internet Autologue Central Jobber on ACS Product (AIS, Autologue, Datatron) Accessible by Installer and Jobber

Current Applications Direct upload from Autologue supplied LINUX servers, connected to ANY management system Accessible by Installer and Jobber Internet Printer Output Jobber on NON-ACS Product (Prism, A-DIS, TAMS, Eclipse, AS400) Reformatted Invoice w/Barcode Autologue Central LINUX Server

Current Applications Direct upload from non-ACS systems in “batch mode” from transaction registers Internet Custom Formatted “batch” Sent Daily Jobber on NON-ACS Product (Prism, A-DIS, TAMS, Eclipse, AS400) Accessible by Installer and Jobber Autologue Central

Accessible by Installer and Jobber Current Applications Autologue supplied SDK for programming non-ACS systems for direct upload Internet Autologue Central Jobber on NON-ACS Product Using SDK Accessible by Installer and Jobber

Current Applications Currently helping customers running on ADIS, TAMS, PRISM, JCON, EAGLE, ECLIPSE, ULTIMATE, Vision and AS400

Login to Jobber Page The Jobber will log in to the ePaperlessOffice Administrative page at: http://epaperlessoffice.epartconnection.com/wpLogin2.aspx This login will direct you to the admin page for the jobber

This is the “Main Screen” for the jobber, unlike the customer’s screen Administrative page This is the “Main Screen” for the jobber, unlike the customer’s screen

You must select a customer to begin Select Customer You must select a customer to begin

Customer Selected You will see current invoices for the selected customer, and can select previous months

Display Customers With Statements See how many statements will be sent, and to whom

Customers With Statements Make sure you have email addresses for your customers!! Also use to verify email addresses for each customer

See if your customers are viewing their statements Online Display eOffice Usage See if your customers are viewing their statements Online

eOffice Usage By Customer

Set Online Statement Message

Online Statement Message Complete Format Control Of Online Statement Message (Previously Plain Text) This message will be seen by your customers on their statement while viewing it in eOffice

Setup Statement Email

Statement Email This message will be sent to your customers’ email address telling them their statement is available online

You may change the email address showing who sent your statement email

Statement Email Preview You can preview the email your customers will receive

Send Email To All Customers Use eOffice to notify your customers about sales, clinics, holiday hours, etc. After you create the email, you can send it to ALL ePart users

Search For An Invoice You can search for a specific invoice from the “Admin Options” screen, even without selecting a customer

Original Invoice

Signed Copy

Show Scanned Invoices You can search for invoices which have a signed copy attached, by customer

Show Scanned Invoices For Flagged Customers “Flagged” customers are a group that might require a printout of their signed invoices at month end

Show Invoices Missing Scanned Copies Helps identify invoices that haven’t been scanned or turned in by drivers

Eliminate CASH Invoices From “Invoices Missing Scanned Copies” Report

Reconcile Missing Scanned Copies

Show A Summary Report of Invoices By Date Range See what items were sold, and to which customer

Delete All Invoices and Statements For A Customer If a customer goes out of business, you can eliminate all the invoices and statements you have stored for him

Change A Customer Number In eOffice If a customer number is changed on the management system, this assures all invoices remain attached to the new customer number

Invoice Recall Tab After selecting a customer on the admin page, you may see current invoices or find invoices by any number of criteria

Search By Invoice Number Find a specific invoice See the actual signed copy

Find invoices containing a specific part Search By Part Number Find invoices containing a specific part

Search By Selling Price Find invoices containing parts sold at a specific price

Search By Reference Number Find invoices with specific reference numbers

Search By Purchase Order Number Find invoices with specific Purchase Order numbers

Search By Part Description Find invoices with specific descriptions on them

Find invoices with specific descriptions on them Statement Tab Find invoices with specific descriptions on them

Ready to Print !

Statement Reconciling “Check” Invoices to Remove From View Find invoices with specific descriptions on them

See a customer’s account balance at a glance Current Balances Tab See a customer’s account balance at a glance

See a customer’s account balance at a glance Payments Tab Scan ROA checks for viewing See a customer’s account balance at a glance

View and Reconcile Payments Online

This is where the customer’s email address is entered Setup Tab This is where the customer’s email address is entered

Access ALL dispatches for ALL customers eDelivery Tab Access ALL dispatches for ALL customers

Access Reports on sales activity, and productivity eAnalysis Tab Access Reports on sales activity, and productivity

Select Counterman Productivity report criteria eAnalysis Tab Select Counterman Productivity report criteria

Access training aids for eOffice Online Help Tab Access training aids for eOffice

Access training aids for eOffice Online Help Tab Access training aids for eOffice

Access training aids for eOffice Online Help Tab Access training aids for eOffice

Access training aids for eOffice Online Help Tab Access training aids for eOffice