ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. 1 1 PSN: Why Not Automate?

ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.

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PSN: Why Not Automate?


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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

WelcomeConnect Conference 2013


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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.



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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



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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

PSN: Why Not Automate?Internet Purchasing


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PSN: Why Not Automate?PSN Purchase Order Transmissions

Office Products Wholesalers


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Office Product Manufacturers


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Buying Groups


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Furniture Manufacturers


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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

PSN: Why Not Automate?Integrated Microsites


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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

PSN: Why Not Automate?Real-time Stock & Price Checks


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The Process


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Office Products Vendors

PSN: Why Not Automate?Real-time Stock and Price Checks


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ECintertactive & is.D-Force2

• DDMS Vendor Supply Options– Enter & select facility locations

• E-commerce– Edit Site Preference– Activate Users


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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

PSN: Why Not Automate?Electronic Invoicing


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Set Up


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Office Product Vendors


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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

PSN: Why Not Automate?Advanced Shipping Notice


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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


Results


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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

Advanced Shipping Notice



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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


Advanced Shipping Notice

Vendors – Available Features


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• 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


Credits, Freight or Additional Charges


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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

PSN: Why Not Automate?ProductPro & FurnitureAdvantage


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• Expand your business

• Minimize your customer’sdowntime

PSN: Why Not Automate?Auto Toner Replacement Systems


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• 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

PSN: Why Not Automate?Auto Toner Replacement Systems


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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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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 vendor and transmit

PSN: Why Not Automate?HON Daily


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PSN: Why Not Automate?HON Daily


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Frequently Asked Questions


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Frequently Asked QuestionsWhere do we find PSN set-up documentation?

support.ecisolutions.com


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DDMS Knowledge Base


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DDMS Knowledge Base


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

To add a PSN vendor to short buy:1. In the Parameter Screen field, type L6N

a. Add the vendor name exactly as the vendor set-upb. PSN Communication settings based on vendor name

Frequently Asked QuestionsCan you add any PSN vendor to Auto short buy?


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Option 1Use unique item identifier to “match” on other than the vendor name as (ASB) limiter.

• Stock class, SIC code etc.Option 2Copy 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 QuestionsWhat if they are a Direct Buy vendor?


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1. Initial set-up, check the Override box for settings

2. Change in the second screen of SR-B

Frequently Asked QuestionsHow do you change default settings before transmitting?


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Optional for custom products1. Put 1 item per P/O2. In the How to Sort P/O <1> field, type #3. In the Create NEW P/O When Sort ONE Changes, type Y

Frequently Asked QuestionsHow can you create a P/O for each custom item?


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

1. Set that as the default in the PSN Communication parameter settings

2. Set the NDS (National Drop Ship) flag on the individual order or on an end-user’s account level

3. Set the drop ship options on the flya. Change in the SR-B screen when manually

transmitting the purchase order.

Frequently Asked QuestionsHow do you change the shipping method on a P/O?


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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 QuestionsMust custom items originate on the Microsite?


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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 QuestionsDoes stock/price check require vendor specific records?


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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 QuestionsDo you have to run ASN manually?


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• 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 QuestionsWhat tracking of changes do you have with ASN ?


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• 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 QuestionsWhat is the ECi Content Integration Program?


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• 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)

Frequently Asked QuestionsWhat if a vendor does not send back an acknowledgment?


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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)

PSN- Why Not Automate?


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PSN- Why Not Automate?


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

Customer Service & SupportContact Information

Training– 800-959-3367 Option 5– professional.services@

ecisolutions.com– Virtual class training– One on One training– Onsite training

mailto:[email protected]

mailto:[email protected]

Documents

ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. 1 1 PSN: Why Not Automate?