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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 access tofor Reports section with only a single A/R Setup Multi-Stores 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 Can not order parts zero ordered than can bewith sourced 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 Originally Implemented for ADIS Systems to send to correct printer (Allows discounts on Electronic Orders) Used by Uniselect & MAWDI to send Order to correct Whse. (Supplied by Whse. If needed) 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 PriceSet By Category Gross Margin Using By Category Based Catalog’s Available Price on Selling Code 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 Used to access correct account in SeeTurn Promos Set Set View onCustomer’s Labor ifSet Exception Customer Customer’s Up byFor Set Labor aUp QOH Requires ePart Password Display a to Limit Used to Delete a Customer eOffice when Mgmt. System Customer Customer Hourly PO onUse Their RateOption Access OrdersTo eOffice Allows use of random numbering 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 Part Categories – Edit Category Hot Link Setup Manage Remote Location Names Multi-Location Ordering Store StoreName NameasinDisplayed Mgmt. in System 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