EQC: Configuration

Note: Q-Net and EQC are different display skins.

General eCommerce Settings

These settings apply to both on-line ordering products, EQ Commerce and DB Commerce.

Preview

This section controls the "View Internet Orders" screen, where orders are pulled in from online and generated into POs, Releases and Sales Orders.

1. Auto Download – this option controls how orders are pulled in from eCommerce.

   
   

   a. Automatically download orders – pulls in new orders upon entering "View Internet Orders" screen.

   
   

   b. Manually download orders – must click the download button to pull in new orders.

   
   

   c. Prompt for download – popup windows ask to download orders – Best practice!

   
   
2. Auto-select orders in preview window – this option automatically toggles the order to Selected after downloading. Selected to be generated into a PO, WR or Sales Order.
3. Force display of order remarks – order remarks are automatically opened for review.
4. Prompt if generating for all clients – this option is commonly used when different CSRs are generating orders for different clients.
5. Display Returned RFQ’s during import – shows returned HTML RFQs from Vendors

Generate

This section controls the options for when orders are generated into POs, Releases and Sales Orders.

1. Ignore item restrictions – ignores the item restriction and allows the order to be generated.
2. Use on file credit card – attaches default credit card to all generated orders.
3. Auto-add ship to records – custom addresses are added as a Ship To.
4. Update contact info – updates contact information.
5. Check credit limit – checks/displays credit limit – does not prevent order generation.
6. Check hold codes – checks hold codes and could prevent order generation.

Inventory Price

This section controls the display of pricing from inventoried items.

1. Items w/single inventory price dropdown – one lot record with one price.

   
   

   a. Latest Client Price – from the item’s price tab.

   
   

   b. Inventory Price – from the inventory lot record.

   
   

   c. Don’t Display Price – no price will be display / charged.

   
   

2. Items w/multiple prices – more than one lot record that could have different prices.

   
   

   a. Latest Client Price – from the item’s price tab.

   
   

   b. Weighted Average – averages lot prices.

   
   

   c. Highest Inventory Price – highest price from all lots.

   
   

   d. Lowest Inventory Price (not recommended) – the lowest price may be outdated.

   
   

   e. Newest Inventory Price – newest lot record.

   
   

   f. Oldest Inventory Price – oldest lot record.

   
   

   g. Don’t Display Price – no price will be display / charged.

   
   
3. Use Latest Client Price checkbox – this option overrides the two options above.

4. Non-stock items:

   
   

   a. Show Price

   
   

   b. Don’t display Price

Misc.

Weight displayed online, pounds and kilograms are the only options.

EQC Settings

Upload Tab

The option on this tab controls the “Exporting Data to EQC screen.”

1. Site ID: This information is provided by DemandBridge and should only be set in your LIVE company. If you have a test copy of your company, be sure to remove the Site ID.
2. Prompt before uploading: This option makes a pop-up window appear after the export file is generated, giving you a chance to cancel the export.
3. Auto select changed clients in export: A client is flagged as changed when settings are changed, orders are generated, or inventory levels are changed. Exporting to EQC updates their site with those changes.
4. Force upload of sales tax information: This option sends Sales Tax and Sales Tax rules to EQC for calculating tax on an order. It is common that this is not checked but rather set up at the client level.
5. For upload of Speclet setup information: Speclets are used to gather item details in the EQC RFQ. It is common that this is not checked but rather set up at the client level.

Generate Tab

The options on this tab control how online orders are generated into POs, Releases and Sales Orders. These first two options are connected, allowing only one option can be chosen.

1. Create Sales Order for non-batched items.
2. Create individual PO’s and Releases.

Option 1 - creates a Sales Order, which generates a PO and/or Release based on the item settings. Nonstock kits create a sales order by default.

Option 2 - will follow the generation settings in the Defaults section.

-- Defaults for when you are NOT generating Sales Orders --

1. Build Releases:

   
   

   a. Multiple orders per Release – combines orders with the SAME Ship To.

   
   

   b. One release per EQC Order – creates one release per order (best practice).

   
   

   c. One release per EQC Item – creates a release for every stock item.

   
   

2. Build POs:

   
   

   a. One PO per order – creates one PO with all applicable items (best practice).

   
   

   b. One PO per item – creates a separate PO for each nonstock item.

   
   

   c. Multiple Orders per PO – combines orders for nonstock items into one PO.

   
   

   i. UNLESS the “No Split Ships” is checked. Then only orders to the same Ship To are combined.

   
   

   d. One PO per EQC line – create a po for every non-stock item.

   
   

3. Batched POs: This dropdown controls items that are flagged as batched in item maintenance (EQC General tab).

   
   

   a. One PO per item – creates a one PO with each order on a separate line item. The first item ships to the PO’s main Ship To address, the rest are separate line items (same item ID) that split ships all that items ordered quantity to a different address.

   
   

   Note: if No Split Ships is checked, it will create separate POs for each Ship To.

   b. Multiple Orders per PO – creates one PO with multiple orders that the line-item split ship to the correct location.

Note: If No Split Ships is checked, it creates one PO per Ship To.

4. Pay Per Download Vendor: Assign a default Vendor when selling files from the "Digital Asset Manager."
5. Generated RFQ Follow up: This follow up code is auto assigned when the EQC RFQ is generated into an "EQ Distributor RFQ." This follow up code is exported to the Status Center.
6. Order Source: Assigned a default Order Source code to all EQC generated orders. This allows you to run O/E reports based on the order source of EQC.

7. Auto Assign #’s: Checked will auto-assign the various order numbers. Unchecked, a pop-up window will appear with numbering options.

   
   

   a. PO

   
   

   b. Release

   
   

   c. Sales Order

   
   
8. Auto Generate EDI: Checked, the EDI file will be generated at the same time as the order. Unchecked, the EDI must be generated through printing the PO.
9. Separate PO for each catalog: Creates separate POs for each catalog (Client, Essendant, etc).
10. Combine PDF Artwork on PO: Combines artwork from order into one file. Unchecked is best practice.
11. Process “Demo” client orders: This option controls the client ID of ‘DEMO’, used to set up demo online ordering sites.

Misc. Tab

This tab is for miscellaneous settings related to eCommerce only.

1. Allowance Label – this label’s the allowance button on the checkout screen.

   
   

   a. Allowance

   
   

   b. Payroll Deduction

   
   

2. Default Ship-From – the default ship-from address used when calculating live freight online. It must be turned on by client. The option is in Client Maintenance > eComm tab > EQC Configuration > Shipping tab.

   
   

   a. State – 2 letter state identifiers.

   
   

   b. Zip Code – 5-digit zip code.

   
   

   c. Country – only countries selected in Company maintenance will be shown.

Catalogs tab

This tab controls the system level catalog settings. The catalogs listed are based on your company’s downloaded keys. The standard catalogs are shown below.

• Catalogs can be turned on universally by checking the All-Clients button.

  
  

• The catalog can also be renamed universally.

  
  
• The EQC RFQ and the Corporate catalogs default to ALL but must be turned on by client.

Note: The Product Group and Vendor options are only needed/available for the supply catalogs.

Standard Catalogs

• Corporate Catalogs – set up by client.

  
  

• Distributor Catalog – this catalog is from your designated Distributor Client.

  
  

• Favorites – used to create a favorites catalog saved by EQC User.

  
  

• Imprint – this catalog accesses the older template program.

  
  

• EQC RFQ – online RFQ program – turned on by client.

  
  

• Restock – orders placed through this catalog create a stocking PO.

  
  
• Your Catalog – these items come from the client’s list in Item Maintenance.

Categories Tab

This tab is for building a system default layout of categories. Categories come from a system list (Category Maintenance).

A system default is not required and more commonly the category trees are built at the client level.

1. Click Add.
2. There are 3 possible levels. Level 1 is the first seen then levels 2 and 3 if set up. The highest number is assigned to the item.

Example: Two category levels have been set up. Level 2 is assigned to the item. Then level 2 falls under level 1 automatically.

3. Move Up and Move Down buttons allows rearranging of categories.
4. Delete removes the highlighted category.
5. The Notepad icon will provide a printout of your tree.
6. The Miscellaneous Category Description can rename the system default MISC category. This category is automatically assigned if an item doesn’t have a category on page 3 of Item Maintenance.

Defaults Tab

This tab contains various Client default settings. These settings can be overridden either by client or by item.

UPLOAD DEFAULTS

1. Distributor Items:

   
   

   a. Combine into catalog (the client’s catalog)

   
   

   b. Separate Catalog

   
   

2. Corporate Items:

   
   

   a. Combine into catalog (the client’s catalog)

   
   

   b. Do Not Upload

   
   

   c. Separate Catalog

   
   

3. Upload checkboxes:

   
   

   a. Speclets – required for EQC RFQ

   
   

   b. MFG – manufactures name – from page 3 in Item maintenance

   
   

   c. CC usage – cost Center usage (Ship To)

DISPLAY DEFAULTS

1. Allow dec. in qty: Allow decimal in quantities orders.

   
   

   a. Allow Decimals – 1.5 of a BX/500 can be ordered.

   
   

   b. Whole Number – only whole numbers allow (can be overridden by client).

   
   

2. Show dec. →Qty: 0 Unit Price: 2 – controls decimals are shown in quantity and price.

   
   

3. Price Rounding: Controls price rounding for when unit prices.

   
   

   a. Standard 5+

   
   

   b. Round down – always round down to 2 decimals.

   
   

   c. Round up – always round up to 2 decimals.

   
   

4. Show on EQC: checkboxes

   
   

   a. Freight – shows calculated freight on checkout screen.

   
   

   b. Tax – shows calculated tax on checkout screen.

   
   

   c. Weight – shows weight in the item details.

   
   

5. Input qty method: This option controls the quantity input box. * Best practice is to "Allow Any Quantity," then change at the item level if necessary.

   
   

   a. Allow any quantity – type in digits.

   
   

   b. Select Qty - Price and Total columns – build qty tables that shows unit price and total qty price.

   
   

   c. Select Qty – Total Price only – displays quantity and total price only.

   
   

   d. Select Qty – Price column only (dropdown) – displays in dropdown format that only displays unit price.

   
   

6. UPS freight charges: Controls UPS calculations.

   
   

   a. Use e-Quantum’s freight tables (manual setup).

   
   

   b. Lookup using total weight – totals the weight from all items then goes to UPS to look up the freight cost. * Best practice

   
   

   c. Lookup based online – each item’s freight would be calculated separately then totaled on the checkout screen, as if each item shipped separately. Results in higher freight charges.

   
   

7. FedEx freight charges:

   
   

   a. Use e-Quantum’s freight tables (manual setup).

   
   

   b. Lookup using total weight – totals the weight from all items then goes to UPS to look up the freight cost. * Best practice

   
   

   c. Lookup based online – each item’s freight would be calculated separately then totaled on the checkout screen, as if each item shipped separately. Results in higher freight charges.

   
   

8. USPS freight charges:

   
   

   a. Use e-Quantum’s freight tables (manual setup).

   
   

   b. Lookup using total weight – totals the weight from all items then goes to UPS to look up the freight cost. * Best practice

   
   

   c. Lookup based online – each item’s freight would be calculated separately then totaled on the checkout screen, as if each item shipped separately. Results in higher freight charges.

   
   

9. Attribute Grid: Controls the display of items with attributes.

   
   

   a. Use grid

   
   
10. Required item detail screen for all items (checkbox) – Checked: This option requires the user to click on the item, into the details screen to order the product. Unchecked, displays the add to cart button and allows adding to cart without going into the item details.

IN-REVISION DEFAULTS – this section control in-revision graphics and text. These are designed as a fallback for when items are being changed/updated.

Suggestion: An image that relays the item is under revision i.e. Coming Soon! Or Under Construction image. This ensures the item always has an image displayed and you an opportunity to show your brand. Also available at the client level.

Drop down options for all descriptions are to Prefix text, Append text or Ignore text.

1. In-revision item graphic: The file is attached using the button, then the file name will display. Use the to view the file.
2. Use notes in short description:
3. .……….…… in long description:
4. ..……. in view cart description:
5. In-revision Note text: This in the note that will prefix or append the description

Note: The ‘ignore if blank’ checkboxes won’t display text if the description fields are blank.

FOOTER/EMAIL DEFAULTS - The Message Cns receives a copy of the order confirmation.

1. Email is not sent through this option.
2. Primary – the primary Consultant assigned to the client.
3. CSR – the CSR assigned to the client.
4. Other – opens the email option to type a different email address like orders@mydistributor.com.

Note: email address in pulled from Consultant Maintenance.

EMAIL FOOTER ID - a Footer Message prints on the bottom of an order confirmation. The message is set up in eCommerce Maintenance and assigned here. These messages have variable options that pull information from the CNS like: Name, Email, Phone.

PAYMENT METHOD DEFAULT – this option pre-authorizes the credit card purchase to ensure it’s a valid account with enough funds to cover the purchase.

MISCELLANEOUSE FIELD DEFAULTS – these options are fields on the checkout page. They can be set as Invisible, Required or Optional. The labels can also be changed.

1. Client PO*:
2. Attention*:
3. Ship Via*:

Save a copy of these settings for your emergency backup plan by using the Notepad icon to print.