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Published byArron Harvey Modified over 9 years ago
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Setup and Marketing
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ePartConnection Configurations ePart For Wholesale Customers ePart For Retail Customers ePart For Web Only ePart For Web Inventory ePart For AConnex Systems
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ePart Setup For Wholesale Use 1.Log in to Setup page - http://setup.epartconnection.com/
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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
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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
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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
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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.
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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)
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AConneX Multi Location Lookup Code Limits Locations Displayed
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Delivery Options Setup
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MCL Table Functions
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Edit MCL Screen
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Edit MCL Screen - Summary
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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
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Edit MCL Alphabetical Manufacturer Listing
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Edit MCL Manufacturer Listing
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Trading Partners Table – Web Only Configurations Assign Password When Not Connected To Any Management System
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Trading Partners Table – AConneX Customer Edit AConneX often works more reliably With Customer Name in all CAPS
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Trading Partners Table – AConneX Configurations Partner ID MUST be created for Each Customer added
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Rename Manufacturer In Catalog
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Add Prefix/Suffix to Parts in Catalog
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Upload Logo to ePart
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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
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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
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Warehouse Stock Check/Auto Ordering
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Part Categories
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Part Categories – Edit Category
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Hot Link Setup
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Manage Remote Location Names
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Multi-Location Ordering Store Name in Mgmt. System Store Name as Displayed in ePart
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Multi-Location Ordering – Customer Setup
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Multi-Location Ordering – Customer Setup/Trading Partner Add
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Sales Reports
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Open Order Reports
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Customer IP Analysis
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Connection Analysis
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ePart Messages
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Help Screen
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New Features For Users See Secondary Lines in Catalog Remove Link to EpaperlessOffice Receive Messages From Jobber Select Multiple Groups for Display in Catalog
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New Features For Users Verify ePart Invoices in Purchase History Section
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New Features For Users Process Returns Directly From ePart
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New Features For Users Search MCL Table By Line Description
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Marketing Assistance
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Repair & Diagnostics Info
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