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Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.

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Presentation on theme: "Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery."— Presentation transcript:

1 Setup, Use & Marketing

2 Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery costs Reduce phone calls to your staff concerning invoices Get statements to customers in a more timely fashion Access specific information on invoices, by searching Have information concerning balances, payments, returns at your fingertips Promote sales, company events and other pertinent information via email Maintain closer contact with Installer customers Another dimension of service to the Professional Installer Direct your Installer customers to ePartConnection

3 Current Applications Direct upload to Autologue Central servers from Autologue products Internet Autologue Central Jobber on ACS Product (AIS, Autologue, Datatron) Accessible by Installer and Jobber

4 Current Applications Direct upload from Autologue supplied LINUX servers, connected to ANY management system Jobber on NON-ACS Product (Prism, A-DIS, TAMS, Eclipse, AS400) LINUX Server Internet Autologue Central Reformatted Invoice w/Barcode Printer Output Accessible by Installer and Jobber

5 Current Applications Direct upload from non-ACS systems in batch mode from transaction registers Internet Autologue Central Jobber on NON-ACS Product (Prism, A-DIS, TAMS, Eclipse, AS400) Custom Formatted batch Sent Daily Accessible by Installer and Jobber

6 Current Applications Autologue supplied SDK for programming non-ACS systems for direct upload Internet Autologue Central Accessible by Installer and Jobber Jobber on NON-ACS Product Using SDK

7 Current Applications Currently helping customers running on ADIS, TAMS, PRISM, JCON, EAGLE, ECLIPSE, ULTIMATE, Vision and AS400

8 Login to Jobber Page The Jobber will log in to the ePaperlessOffice Administrative page at: http://epaperlessoffice.epartconnection.com/wpLogin2.aspx This login will direct you to the admin page for the jobber

9 Administrative page This is the Main Screen for the jobber, unlike the customers screen

10 Select Customer You must select a customer to begin

11 Customer Selected You will see current invoices for the selected customer, and can select previous months

12 Display Customers With Statements See how many statements will be sent, and to whom

13 Customers With Statements Also use to verify email addresses for each customer Make sure you have email addresses for your customers!!

14 Display eOffice Usage See if your customers are viewing their statements Online

15 eOffice Usage By Customer

16 Set Online Statement Message

17 Online Statement Message This message will be seen by your customers on their statement while viewing it in eOffice Complete Format Control Of Online Statement Message (Previously Plain Text)

18 Setup Statement Email

19 Statement Email This message will be sent to your customers email address telling them their statement is available online

20 Statement Email You may change the email address showing who sent your statement email

21 Statement Email Preview You can preview the email your customers will receive

22 Send Email To All Customers After you create the email, you can send it to ALL ePart users Use eOffice to notify your customers about sales, clinics, holiday hours, etc.

23 Search For An Invoice You can search for a specific invoice from the Admin Options screen, even without selecting a customer

24 Original Invoice

25

26 Signed Copy

27 Show Scanned Invoices You can search for invoices which have a signed copy attached, by customer

28 Show Scanned Invoices For Flagged Customers Flagged customers are a group that might require a printout of their signed invoices at month end

29 Show Invoices Missing Scanned Copies Helps identify invoices that havent been scanned or turned in by drivers

30 Eliminate CASH Invoices From Invoices Missing Scanned Copies Report

31 Reconcile Missing Scanned Copies

32 Show A Summary Report of Invoices By Date Range See what items were sold, and to which customer

33 Delete All Invoices and Statements For A Customer If a customer goes out of business, you can eliminate all the invoices and statements you have stored for him

34 Change A Customer Number In eOffice If a customer number is changed on the management system, this assures all invoices remain attached to the new customer number

35 Invoice Recall Tab After selecting a customer on the admin page, you may see current invoices or find invoices by any number of criteria

36 Search By Invoice Number Find a specific invoiceSee the actual signed copy

37 Search By Part Number Find invoices containing a specific part

38 Search By Selling Price Find invoices containing parts sold at a specific price

39 Search By Reference Number Find invoices with specific reference numbers

40 Search By Purchase Order Number Find invoices with specific Purchase Order numbers

41 Search By Part Description Find invoices with specific descriptions on them

42 Statement Tab Find invoices with specific descriptions on them

43

44 Ready to Print !

45 Statement Reconciling Find invoices with specific descriptions on them Check Invoices to Remove From View

46 Current Balances Tab See a customers account balance at a glance

47 Payments Tab See a customers account balance at a glance Scan ROA checks for viewing

48 View and Reconcile Payments Online

49 Setup Tab This is where the customers email address is entered

50 eDelivery Tab Access ALL dispatches for ALL customers

51 eAnalysis Tab Access Reports on sales activity, and productivity

52 eAnalysis Tab Select Counterman Productivity report criteria

53 Online Help Tab Access training aids for eOffice

54 Online Help Tab Access training aids for eOffice

55 Online Help Tab Access training aids for eOffice

56 Online Help Tab Access training aids for eOffice


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