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Setup, Use & Marketing

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Page 1: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Setup, Use & Marketing

Page 2: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Benefits of ePaperlessOfficeBenefits 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

Page 3: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Current ApplicationsCurrent Applications•Direct upload to Autologue Central servers from Autologue products

Internet

AutologueCentralJobber on

ACS Product(AIS,

Autologue, Datatron)

Accessible by Installer and Jobber

Page 4: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Current ApplicationsCurrent Applications•Direct upload from Autologue supplied LINUX servers, connected to ANY management system

Jobber onNON-ACS Product

(Prism, A-DIS, TAMS, Eclipse,

AS400) LINUX Server

Internet

AutologueCentral

Reformatted Invoice

w/Barcode

Printer Output

Accessible by Installer and Jobber

Page 5: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Current ApplicationsCurrent Applications•Direct upload from non-ACS systems in “batch mode” from transaction registers

Internet

AutologueCentral

Jobber onNON-ACS Product

(Prism, A-DIS, TAMS, Eclipse,

AS400)

Custom Formatted

“batch” Sent Daily

Accessible by Installer and Jobber

Page 6: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Current ApplicationsCurrent Applications•Autologue supplied SDK for programming non-ACS systems for direct upload

Internet

AutologueCentral

Accessible by Installer and Jobber

Jobber onNON-ACS Product

Using SDK

Page 7: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Current ApplicationsCurrent Applications

•Currently helping customers running on ADIS, TAMS, PRISM,

JCON, EAGLE, ECLIPSE, ULTIMATE, Vision and AS400

Page 8: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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

Page 9: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

This is the “Main Screen” for the jobber, unlike the customer’s screen

Page 10: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

You must select a customer to begin

Page 11: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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

Page 12: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

See how many statements will be sent, and to whom

Page 13: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Also use to verify email addresses for each customer

Make sure you have email

addresses for your customers!!

Page 14: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

See if your customers are viewing their statements Online

Page 15: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery
Page 16: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery
Page 17: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

This message will be seen by your customers on their statement while viewing it in eOffice

Complete Format Control OfOnline Statement Message

(Previously Plain Text)

Page 18: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery
Page 19: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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

Page 20: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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

Page 21: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

You can preview the email your customers will receive

Page 22: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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.

Page 23: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

You can search for a specific invoice from the “Admin Options” screen, even without selecting a customer

Page 24: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Original Invoice

Page 25: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery
Page 26: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Signed Copy

Page 27: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

You can search for invoices which have a signed copy attached, by customer

Page 28: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

“Flagged” customers are a group that might require a printout of their signed invoices at month end

Page 29: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Helps identify invoices that haven’t been scanned or turned in by drivers

Page 30: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Eliminate CASH Invoices From “Invoices Missing Scanned Copies”

Report

Page 31: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Reconcile Missing Scanned Copies

Page 32: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

See what items were sold, and to which customer

Page 33: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

If a customer goes out of business, you can eliminate all the invoices and statements you have stored for him

Page 34: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

If a customer number is changed on the management system, this assures all invoices remain attached to the

new customer number

Page 35: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

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

criteria

Page 36: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find a specific invoiceSee the actual signed copy

Page 37: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices containing a specific part

Page 38: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices containing parts sold at a specific price

Page 39: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices with specific reference numbers

Page 40: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices with specific Purchase Order numbers

Page 41: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices with specific descriptions on them

Page 42: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices with specific descriptions on them

Page 43: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery
Page 44: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Ready to Print !

Page 45: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Find invoices with specific descriptions on them

“Check” Invoices to Remove From View

Page 46: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

See a customer’s account balance at a glance

Page 47: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

See a customer’s account balance at a glance

Scan ROA checks for viewing

Page 48: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

View and Reconcile Payments Online

Page 49: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

This is where the customer’s email address is entered

Page 50: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access ALL dispatches for ALL customers

Page 51: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access Reports on sales activity, and productivity

Page 52: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Select Counterman Productivity report criteria

Page 53: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access training aids for eOffice

Page 54: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access training aids for eOffice

Page 55: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access training aids for eOffice

Page 56: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery

Access training aids for eOffice