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 1.Log in to Setup page -

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

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

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

AConneX Multi Location Lookup Code Limits Locations Displayed

Delivery Options Setup

MCL Table Functions

Edit MCL Screen

Edit MCL 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 Assign Password When Not Connected To Any Management System

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

Upload Logo to ePart

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

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

Warehouse Stock Check/Auto Ordering

Part Categories

Part Categories – Edit Category

Hot Link Setup

Manage Remote Location Names

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

Multi-Location Ordering – Customer Setup

Multi-Location Ordering – Customer Setup/Trading Partner Add

Sales Reports

Open Order Reports

Customer IP Analysis

Connection Analysis

ePart Messages

Help Screen

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

Repair & Diagnostics Info