e PARTConnection Setup and Marketing e Part

e. PARTConnection Setup and Marketing

e. Part. Connection Configurations • e. Part For Wholesale Customers • e. Part For Retail Customers • e. Part For Web Only • e. Part For Web Inventory • e. Part For AConnex Systems

e. Part Setup For Wholesale Use 1. Log in to Setup page - http: //setup. epartconnection. com/

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

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

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

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

Name and Address Section of Opening Page – Misc Options Used to set up Master Password for e. Part – used in e. Sales and e. Part Salesman Mode

Name and Address Section of Opening Page – Misc Options Used to setup limited use login, for access to Reports section only

Name and Address Section of Opening Page – Misc Options Setup for Multi. Stores with a single A/R file

Name and Address Section of Opening Page – Misc Options

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

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

Name and Address Section of Opening Page – Misc Options

Purchase Order Part Order Policy e. Part 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 can be sourced ordered than parts with zero quantity Part needs to have quantity in the total of stores Includes Warehouse stock for order criteria

Catalog Display Options Display All Parts, All. Considered Only Show Parts Selected Lines “Active” on Management System (Quantity or with Points) Only Show Parts. Order. Quantity Show All Parts in Inventory File Allow User to See All Parts, All Lines

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

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.

AConne. X 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)

AConne. X Multi Location Lookup Code Limits Locations Displayed

e. Part Supports Separate Logos for both Web and Mobile Devices Upload Logo to e. Part

Upload Logo to e. Part

Delivery Options Setup Set Custom Delivery Options for Your Business

Copy Your MCL Table to Mirror Your Management System Copy a Saved MCL Table to From Your P/C Add or Remove Lines That Show in Your Integrated Catalog on Your Management System MCL Table Functions

Edit MCL Screen

Edit MCL Screen - Summary

Edit MCL Screen – Web Only - Summary Set Selling Price. Set Gross Margin By Category Based By Category Using Catalog’s Available Price. Selling Price Code on 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 – AConne. X Customer Edit AConne. X often works more reliably With Customer Name in all CAPS

Trading Partners Table – AConne. X Configurations Partner ID MUST be created for Each Customer added

Rename Manufacturer In Catalog

Add Prefix/Suffix to Parts in Catalog

Edit Non-Catalog Part Categories

Part Categories – Edit Category

Part Categories – Edit Category

Hot Link Setup

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

Click “Edit” Button to Configure Options Including Promos and Favorites Manage Customer Options

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

Search Customer List Search List by Multiple Criteria

Search Customer List Search by Advanced Criteria

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

e. Part Messages Send Messages to Individual Customers or to a Group of Customers

e. Part Messages Customer will See Notification in e. Part

e. Part Discounts Create Percentage Discounts That are Customer Specific

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

Open Order Reports

Connection Analysis

Connection Analysis

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

Independent Warehouse Stock Check See Warehouse Inventory Inside Catalog

Retail e. Part Options Enable and Control Your Retail e. Part Site

Manage Long Location Names Make Warehouse Names User Friendly When Displayed

Multi-Location Ordering Store Name asin Mgmt. Store Name Displayed in e. Part System

Multi-Location Ordering – Customer Setup

Multi-Location Ordering – Customer Setup/Trading Partner Add

Help Screen

New Features For Users • License Plate Lookup

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

New Features For Users • Verify e. Part Invoices in Purchase History Section

New Features For Users • Process Returns Directly From e. Part

New Features For Users • Search MCL Table By Line Description

Marketing Assistance