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PSN: Why Not Automate?. Welcome. Connect Conference 2013. This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire. PSN: Why Not Automate?.

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welcome

Welcome

Connect Conference 2013

This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you.

educate • collaborate • inspire

psn why not automate1

PSN: Why Not Automate?

Discover how you can reduce cost and increase profitability for your business by adding efficiency to your purchasing process.

Learn about PSN features such as: processing credits/freight charges, advanced shipping notices, automating toner replacement and vendor’s microsite for custom products.

psn why not automate2

PSN: Why Not Automate?

PSN provides solutions that can:

  • Reduce your cost of doing business by increasing productivity
  • Increase your value as a supplier by providing a higher level of service and products
psn why not automate3

PSN: Why Not Automate?

Internet Purchasing

Benefits:

  • Transmit P/Os &receive acknowledgments
  • Removes the need to call, fax or key in orders
  • Eliminates key stoke errors
  • Updates P/O cost with vendor’s cost
  • Returns stock/fill availability and updates P/O
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PSN: Why Not Automate?

PSN Purchase Order Transmissions

Office Products Wholesalers

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PSN: Why Not Automate?

PSN Purchase Order Transmissions

Office Product Manufacturers

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PSN: Why Not Automate?

PSN Purchase Order Transmissions

Buying Groups

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PSN: Why Not Automate?

PSN Purchase Order Transmissions

Furniture Manufacturers

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PSN: Why Not Automate?

Integrated Microsites

Benefits

From ECi Web Storefront:

  • Create and sell
      • Avery Signature Series Custom Binders
      • Cosco custom stamps
      • Xstamper custom stamps
      • Trodat custom stamps
  • Shop and increase sales
      • HP printer finder/ supplies finder
      • The spot for HON Furniture
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PSN: Why Not Automate?

Real-time Stock & Price Checks

Benefits

  • Check stock levels and view your most recent cost
  • Allows immediate response to customer availability inquiries
  • Enables you to adjust sell price according to current cost
  • Increases fill rate and ultimately customer satisfaction
  • Gives the ability to check multiple vendors and locations at one time
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PSN: Why Not Automate?

Real-time Stock & Price Checks

The Process

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PSN: Why Not Automate?

Real-time Stock and Price Checks

Office Products Vendors

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PSN: Why Not Automate?

Real-time Stock & Price Checks

ECintertactive & is.D-Force2

  • DDMS Vendor Supply Options
    • Enter & select facility locations
  • E-commerce
    • Edit Site Preference
    • Activate Users
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PSN: Why Not Automate?

Electronic Invoicing

Benefits

  • Streamlines accounts payable posting procedures
  • Efficient - no wasted time waiting for the invoices to arrive
  • Paperless - no printing means no wasted resources
  • Saves time – reduces keying time
  • Minimizing data entry errors
  • Requires NO additional hardware investment and only a minimum of training
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PSN: Why Not Automate?

Electronic Invoicing

Set Up

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PSN: Why Not Automate?

Electronic Invoicing

Office Product Vendors

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PSN: Why Not Automate?

Advanced Shipping Notice

Results

Short Ships:

  • Allows more proactive handling of shorted orders
  • Auto updating to purchase orders and sales order

BENEFIT: Saves time updating orders, purchase orders and reconciling accounts payable

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PSN: Why Not Automate?

Advanced Shipping Notice

Results

Carton ID & freight tracking:

  • Simplifies drop ship package tracking
  • 3rd party tracking numbers added to sale order history
  • View UPS, FedEx and USPS tracking through hyperlink in the Order Analysis window

BENEFIT: Provides better customer service, saves employee time

advanced shipping notice

PSN: Why Not Automate?

Advanced Shipping Notice

Results

Carton Counts:

  • Add vendor carton counts to printed shipping manifest
  • Vendor counts are listed in a separate field from dealers carton count on manifest
  • Import this information into RouteTrak™ and RoutePerfect™

BENEFIT: Quicker departure of trucks

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PSN: Why Not Automate?

Advanced Shipping Notice

Vendors – Available Features

Carton IDs, freight tracking #, carton counts, and/or short ship exceptions

Carton count, IDs and UPS tracking

Carton IDs, freight tracking #, carton counts, and/or short ship exceptions

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PSN: Why Not Automate?

Advanced Shipping Notice

Credits, Freight or Additional Charges

  • Allows automation of posting for credits, freight charges or other exceptions

Benefits

        • No need to post individual credits or charges
        • Checked against P/Os
        • Posts by item department for better G/L recording
        • Allows adding additional charges to sales order
          • Cost only or charge to customer
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PSN: Why Not Automate?

ProductPro & FurnitureAdvantage

Enhance your revenue opportunities by offering a wide variety of unique and hard to find items:

  • Load item/price files
  • Enter ship codes in DDMS grid
  • Create vendor record SPRX
  • Add catalog to ecommerce site
  • Change short buy setting to limit to items (SPRX vendor)
  • Set SPS flag when transmitting
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PSN: Why Not Automate?

ProductPro & FurnitureAdvantage

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PSN: Why Not Automate?

ProductPro & FurnitureAdvantage

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PSN: Why Not Automate?

Auto Toner Replacement Systems

  • Expand your business
  • Minimize your customer’s

downtime

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PSN: Why Not Automate?

Auto Toner Replacement Systems

  • Load program on consumer’s network to monitor toner levels
  • Electronic Supplies Network is notified when toner is low
  • DDMS system downloads information and creates a pick ticket
  • Order is processed via DDMS purchasing and transmitted via PSN to Supplies Network
  • Supplies Network drop ships to consumer
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PSN: Why Not Automate?

Substitution List Program

  • Increase profitability and customer satisfaction by controlling substitutions
    • Activate in Sub List in DDMS L6F screen
    • United assigns generic or dealer unique list to account
      • Original item on DDMS ticket and P/O are replaced with sub after transmission
      • Original sell price remains the same, but cost is updated with sub’s cost
  • It is up to the dealer and United to make sure the United -substituted item’s Unit of Measure matches the dealers selling Unit of Measure when they are creating the substitute list .

NOTE

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PSN: Why Not Automate?

HON Daily

Increase profit margins by ordering direct

  • Three different programs:
        • On Demand
        • Chairs Direct
        • Standard
  • Load file for each
  • Set up vendor and PSN setting for each
  • Limit P/O by vendorand transmit
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PSN: Why Not Automate?

Frequently Asked Questions

frequently asked questions

Frequently Asked Questions

Where do we find PSN set-up documentation?

support.ecisolutions.com

frequently asked questions1

Frequently Asked Questions

Where do we find PSN set-updocumentation?

DDMS Knowledge Base

frequently asked questions2

Frequently Asked Questions

Where do we find PSN set-up documentation?

DDMS Knowledge Base

frequently asked questions3

Frequently Asked Questions

Can you add any PSN vendor to Auto short buy?

Yes, any PSN vendor can be added to short buy.

To add a PSN vendor to short buy:

  • In the Parameter Screen field, type L6N
    • Add the vendor name exactly as the vendor set-up
    • PSN Communication settings based on vendor name
frequently asked questions4

Frequently Asked Questions

What if they are a Direct Buy vendor?

Option 1

Use unique item identifier to “match” on other than the vendor name as (ASB) limiter.

  • Stock class, SIC code etc.

Option 2

Copy your I-MFG records to the I-WHL field using +EB

  • Direct Buy vendor name as limit
  • Run after every item update for vendor
frequently asked questions5

Frequently Asked Questions

How do you change default settings before transmitting?

  • Initial set-up, check the Override box for settings
  • Change in the second screen of SR-B
frequently asked questions6

Frequently Asked Questions

How can you create a P/O for each custom item?

Optional for custom products

  • Put 1 item per P/O
  • In the How to Sort P/O <1> field, type #
  • In the Create NEW P/O When Sort ONE Changes,type Y
frequently asked questions7

Frequently Asked Questions

How do you change the shipping method on a P/O?

If all (or majority) of the orders need to go drop ship to the end-user:

  • Set that as the default in the PSN Communication parameter settings
  • Set the NDS (National Drop Ship) flag on the individual order or on an end-user’s account level
  • Set the drop ship options on the fly
    • Change in the SR-B screen when manually transmitting the purchase order.
frequently asked questions8

Frequently Asked Questions

Must custom items originate on the Microsite?

Yes, custom items must start at the microsite and be placed in the e-commerce cart.

  • Items have a special code attached to identify the customization of the product
  • Stock items on Microsite can also be transmitted via PSN
frequently asked questions9

Frequently Asked Questions

Does stock/price check require vendor specific records?

Yes,vendor must have a record in the DDMS item file to be available for stock/price checks.

  • Stock/Price check settings must be completed for vendor
  • Functions are order-writer specific ; you control who has permissions
frequently asked questions10

Frequently Asked Questions

Do you have to run ASN manually?

No. ASN does not have to be run manually.

  • You can create a proc file to download and process files or do manually
  • PSN is shut down nightly between 12:45-1:30, so set your proc time accordingly.
frequently asked questions11

Frequently Asked Questions

What tracking of changes do you have with ASN ?

  • VER-EXCEPT and I-AUX files are updated with short ship exceptions
  • The ASN fields are available through Report Writer and SQL
  • A report automatically prints when file is processes to show what was updated
frequently asked questions12

Frequently Asked Questions

What is the ECi Content Integration Program?

  • Available on ECi Customer Portal
  • Consider loading items into a unique stock class to streamline purchasing process
  • Ability to load Non-OPUS vendor item files
      • Cosco
      • Digitek
      • Ghent
      • Hon Daily
      • Katun
      • LMI
      • Quality Park
      • Supplies Wholesalers
      • Tops
      • Trodat
frequently asked questions13

Frequently Asked Questions

What if a vendor does not send back an acknowledgment?

  • Some may require you to manually retrieve an acknowledgment using SR-B
    • Wait time varies with vendor
  • To prevent duplication in Auto Short-Buy
    • Leave the Transfer Exceptions field BLANK
  • If vendors can’t send PSN acknowledgment, find out if they can send in another form (i.e. email)
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PSN- Why Not Automate?

Don’t forget to turn in your session survey for a chance to win a $250 gift certificate.

Surveys can be turned in at the Conference Registration in the Trinity Foyer or in the Lab located in the Pegasus Ballroom (both located on the lobby level)

customer service support

Customer Service & Support

Contact Information

Support

  • 800-366-4778
  • Monday – Friday
  • 7AM-7PM CST

Training

  • 800-959-3367 Option 5
  • professional.services@ecisolutions.com
  • Virtual class training
  • One on One training
  • Onsite training
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