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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 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
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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
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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 - SummarySet 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. SystemAllows use of random
numbering
Used to Delete a CustomerSee Promos Set Up
For a CustomerView Customer’s
ePart Use
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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
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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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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