epart connection

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 - http://setup.epartconnection.com/

Name and Address Section of Opening Page

Used to setup limited use login, for Used to setup limited use login, for access to Reports section onlyaccess to Reports section onlySetup for Multi-Stores with a single Setup for Multi-Stores with a single

A/R fileA/R file

Purchase Order Part Order Policy

ePart does not discriminate between stocked or non-

stocked partsMost used option. Orders only allow numbers in inventory

Will not allow numbers to be ordered than can be sourcedCan not order parts with zero

quantityPart 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 - SummarySet 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. SystemAllows use of random

numbering

Used to Delete a CustomerSee Promos Set Up

For a CustomerView Customer’s

ePart Use

Setting Promos by Customer

Name PromoGive Detailed Description of Promo

Product Line Filter

Define Sale Types Eligible For PromoDefine Quantity

CriteriaSet Date Range For

Promo

Warehouse Stock Check/Auto Ordering

Part Categories

Part Categories – Edit Category

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