If you highlight a PPO that is open, you can press the F3 Key and view the PPO Definition Products and their availability.
Users can customize their inquiry with the following three options:
This option can be turned on by going to User Flags – Inventory, Press F7-Inquiries, and then press F-3.Open Documents Inquiry. Users can also change their preferences when using this inquiry while in the inquiry. So if you are viewing all possible documents and then just want to see Sales Orders you can press F3-Options and change it on the fly.
Because companies often do not want to include Quotes in the Open Document Function Key, when Users select the Open Document Function Key, they will also have an F8-Quotes function key to view them separately.
The information provided includes Product Code, Description, Location, Lot Number, Quantity On Hand, Unit of Measure, Quantity Allocated, Lot Comment, Unit Cost, Cost Unit of Measure, Tag Number, Manufacturer and Manufacturer’s Lot Number. This report is located in Inventory Reports, Inventory Lists, Inventory Location Report.
If the user has permissions locations can also be deleted. They can be deleted individually by pressing the F4 on a highlighted location or all locations can be deleted by pressing F5 If you would like to simply remove some locations from the inquiry but do not wish to delete them you can do so with the F3-Remove from List function key.
When this functionality is added to your system the default for the security flag will be set to No. This security is setup in Security Levels. There you can allow only certain Security levels to have that ability to delete locations that are no longer used.
Variable information can also be included in the blast eMail. The Text File needs to have the following format:
email@example.com [varible1] Bob [variable2] ABC Company [variable2] More specific information, etc.
The .htm file must have [variable1], [variable2], [variable3], etc, embedded in the text so that the system knows when to insert the variables.
When you send the eMail, you be sure to specify the entire path to the directory that contains the .htm and the .txt files.
In order to utilize this feature you must have internet access, be on a recent version of the operating system and have the send mail feature setup on your server. There may be a configuration or upgrade fee, depending on the version of the operating system you are on.
All of your inbound faxes can now be stored on your server and be completely integrated with The BUSINESS EDGE.
Browser interface. Can be set up as a Internet or Intranet application.
Easily relate inbound faxes and scanned documents to a customer, vendor or product with additional document sub categories for each.
Store a subject and comments for a fax or scanned document.
The system will automatically assign Customer or Vendor information based on inbound fax id.
You have the option to automatically assign the inbound fax to a user based on the inbound fax id. For example, all faxes from 630.893.4030 are automatically forwarded to user “Dennis” without stopping at the Fax Administrator screen while faxes coming from 800.893.4030 are set to wait for the Fax Administrator to decide who they should be assigned to.
User’s can choose to get e-mail notifications when a new fax is received.
User’s can choose to be receive an Instant Message when a new fax is received.
Navigate multiple page faxes with easy to use Next and Previous links or “Jump to” any page number using a drop down list box.
E-mail a fax or a scanned document as a PDF attachment.
View a fax or a scanned document as a PDF.
Each user can maintain their own list of faxes and scanned documents, keep as new or mark them as read.
Integration into Customer Inquiries, Vendor Inquiries, Sales Order Inquiries, Purchase Order Inquiries and more…
All faxes can be accessed by a click of the mouse from within The BUSINESS EDGE or through the stand alone browser interface.
Send a copy of a fax to another user on the system.
Print faxes & scanned documents to any network printer. Print Options; Entire Document (default), This Page, Print Range of Pages
Print in reverse page sequence to ink jet printers, avoid re-shuffling.
Fax a fax you’ve received or a scanned document to someone else.
Rotate faxes that were sent upside down.
Delete a single page from a multiple page fax.
Split a multiple page fax into single pages.
Delete unwanted faxes.
Create Copies of documents.
The documentConnection system is password protected. Your browser will remember your login information for you or you can click Log Off to require a login and password the next time you bring it up.
Call for a no obligation online demonstration of this exciting new system.