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 -

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

5. 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

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

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

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

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

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

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

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

13. Name and Address Section of Opening Page – Misc Options

14. 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

15. 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

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

17. 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

18. 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.

19. 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)

20. AConneX Multi Location Lookup Code
Limits Locations Displayed

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

22. Upload Logo to ePart

23. Delivery Options Setup
Set Custom Delivery Options for Your Business

24. 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

25. Edit MCL Table Screen

26. Edit MCL Table Screen - Summary

27. 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

28. Edit MCL Alphabetical Manufacturer Listing

29. Edit MCL Manufacturer Listing

30. 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)

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

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

33. Rename Manufacturer In Catalog

34. Add Prefix/Suffix to Parts in Catalog

35. Edit Non-Catalog Part Categories

36. Part Categories – Edit Category

37. Part Categories – Edit Category

38. Hot Link Setup

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

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

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

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

43. Search by Advanced Criteria
Search Customer List

44. 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

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

46. Customer will See Notification in ePart
ePart Messages

47. 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)

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

49. Open Order Reports

50. Connection Analysis

51. Connection Analysis

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

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

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

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

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

57. Multi-Location Ordering – Customer Setup

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

59. Help Screen

60. New Features For Users
License Plate Lookup

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

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

64. New Features For Users
Process Returns Directly From ePart

65. New Features For Users
Search MCL Table By Line Description

66. Marketing Assistance