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ePaperlessOffice

Increase productivity, reduce filing, save on costs, access information easily, promote sales, and maintain contact with customers through ePaperless Office.

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ePaperlessOffice

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  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 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 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. 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: http://epaperlessoffice.epartconnection.com/wpLogin2.aspx This login will direct you to the admin page for the jobber (Customers can also log in from this page)

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

  10. Select Customer You must select a customer to begin

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

  12. Admin Options New “Drop-Up” Menu with Options

  13. Display Customers With Statements See who received statements, by date range

  14. Customers With Statements Make sure you have email addresses for your customers!! Use to verify email addresses for each customer

  15. Customer Emails Import email addresses and export a list of emails to verify customers missing emails

  16. Display eOffice Usage by Customer See if your customers are viewing their statements Online

  17. Set 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. Statement Email This message will be sent to your customers’ email address telling them their statement is available online

  19. Send Email To All Customers After you create the email, you can send it to ALL ePart users

  20. Search For An Invoice You can search for a specific invoice from the “AdminOptions” screen, even without selecting a customer

  21. Invoice Data Clicking the Invoice number displays the data on the invoice

  22. Signed Copy Click “View Original Invoice” or “View Signed Copy” to display .pdf of the invoice

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

  24. Download Scanned Invoices For Flagged Customers “Flagged” customers are a group that might require a printout of their signed invoices at month end

  25. Show Invoices Missing Scanned Copies Helps identify invoices that haven’t been scanned or turned in by drivers

  26. Show Invoices Missing Scanned Copies Eliminate CASH Invoices and Credits From “Invoices Missing Scanned Copies” Report

  27. Show Invoices Missing Scanned Copies Reconcile Missing Scanned Copies

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

  29. 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

  30. 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

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

  32. Statement Tab

  33. Statement Ready to Print !

  34. Statement Reconciling “Check” Invoices to Remove From View

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

  36. Payments Tab

  37. Setup Tab This is where the customer’s email address is entered Separate emails for invoices and statements are allowed

  38. eDelivery Tab Access ALL dispatches for ALL customers

  39. Online Help Tab Access training aids for eOffice

  40. Online Help Tab Access training aids for eOffice

  41. Online Help Tab Access training aids for eOffice

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