1. ePaperlessOffice
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
Maintain closer contact with Installer customers
Another dimension of service to the Professional Installer
Direct your Installer customers to ePartConnection

3. (AIS, Autologue, Datatron) Accessible by Installer and Jobber
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
Accessible by Installer and Jobber
Internet
Printer Output
Jobber on
NON-ACS Product
(Prism, A-DIS, TAMS, Eclipse, AS400)
Reformatted Invoice w/Barcode
Autologue
Central
LINUX Server

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

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

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:
This login will direct you to the admin page for the jobber

9. This is the “Main Screen” for the jobber, unlike the customer’s screen
Administrative page
This is the “Main Screen” for the jobber, unlike the customer’s screen

10. You must select a customer to begin
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
Make sure you have addresses for your customers!!
Also use to verify addresses for each customer

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

18. Setup Statement

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

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

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

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

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

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 haven’t 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 invoice
See the actual signed copy

37. Find invoices containing a specific part
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. Find invoices with specific descriptions on them
Statement Tab
Find invoices with specific descriptions on them

44. Ready to Print !

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

46. See a customer’s account balance at a glance
Current Balances Tab
See a customer’s account balance at a glance

47. See a customer’s account balance at a glance
Payments Tab
Scan ROA checks for viewing
See a customer’s account balance at a glance

48. View and Reconcile Payments Online

49. This is where the customer’s email address is entered
Setup Tab
This is where the customer’s address is entered

50. Access ALL dispatches for ALL customers
eDelivery Tab
Access ALL dispatches for ALL customers

51. Access Reports on sales activity, and productivity
eAnalysis Tab
Access Reports on sales activity, and productivity

52. Select Counterman Productivity report criteria
eAnalysis Tab
Select Counterman Productivity report criteria

53. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice

54. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice

55. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice

56. Access training aids for eOffice
Online Help Tab
Access training aids for eOffice