Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel...
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Transcript of Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel...
![Page 1: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/1.jpg)
Setup, Use & Marketing
![Page 2: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/2.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/3.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/4.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/5.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/6.jpg)
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
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/8.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/9.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/10.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/11.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/12.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/13.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/14.jpg)
See if your customers are viewing their statements Online
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![Page 16: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/16.jpg)
![Page 17: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/17.jpg)
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)
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![Page 19: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/19.jpg)
This message will be sent to your customers’ email address telling them their statement is available online
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You may change the email address showing who sent your statement email
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You can preview the email your customers will receive
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/23.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/24.jpg)
Original Invoice
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![Page 26: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/26.jpg)
Signed Copy
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You can search for invoices which have a signed copy attached, by customer
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“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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/29.jpg)
Helps identify invoices that haven’t been scanned or turned in by drivers
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Eliminate CASH Invoices From “Invoices Missing Scanned Copies”
Report
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Reconcile Missing Scanned Copies
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/33.jpg)
If a customer goes out of business, you can eliminate all the invoices and statements you have stored for him
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/35.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/36.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/37.jpg)
Find invoices containing a specific part
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Find invoices containing parts sold at a specific price
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Find invoices with specific reference numbers
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/41.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/42.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/43.jpg)
![Page 44: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/44.jpg)
Ready to Print !
![Page 45: Setup, Use & Marketing. Benefits of ePaperlessOffice Increase productivity of office personnel Reduce or eliminate filing Reduced postage and stationery.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/45.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/46.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/47.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/48.jpg)
View and Reconcile Payments Online
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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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/50.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/51.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/52.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/53.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/54.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/55.jpg)
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.](https://reader037.fdocuments.net/reader037/viewer/2022110304/5517c5785503461b658b4918/html5/thumbnails/56.jpg)
Access training aids for eOffice