ePaperlessOffice

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

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, 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 email addresses for your customers!! Also use to verify email addresses for each customer

14. 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 Email

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

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

21. Statement Email Preview You can preview the email 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 email, you can send it to ALL ePart users

23. Search For An Invoice You can search for a specific invoice from the “AdminOptions” 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. 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. 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. Current Balances Tab See a customer’s account balance at a glance

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

48. View and Reconcile Payments Online

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

50. eDelivery Tab Access ALL dispatches for ALL customers