EQC: Client Settings

Activating the Client

A client is activated in Client Maintenance, eComm tab. Use the dropdown to select EQC Client.

The next prompt allows changing the status of all items to upload to EQC.

This is the best time to “Clone Settings from Another Client”. It allows the coping of 8 standard settings and changing the client catalog name.

EQC Configuration

Drop down option displays:

• Use System Default
• Do the function
• Don’t do the function

If there isn’t a system default dropdown then the function is enabled at the client level.

Upload tab

• Distributor Items: Controls the displaying of distributor items into the client’s catalog. The Distributor catalog is activated on the Catalog tab. If not activated, this setting won’t apply.
• Corporate Items: Controls the displaying of corporate items into the client’s catalog. The Corporate catalog is activated on the INVMGT tab. If not activated, this setting won’t apply.
• Upload Speclets: Speclets are used with EQC Request for Quotes.
• Cost Center Usage: exports usage information recorded by CC/Ship To.
• Manufacturers: Exports Manufacture information from page 3 of item maintenance.

Checkboxes

• Ship To Alias IDs – this option sends the Alias ID from the "Ship TO MISC." tab to eCommerce, allowing users to search by that alias ID (yellow area below).

• Custom EQC Graphic – checked when custom graphics have been assigned to this client for use on the Legacy Q-Net skin.
• Non-ordering EQC Client (i.e. no users) – commonly used when items come from a corporate parent where the parent doesn’t want an eCommerce site.
• Remove Uploaded Reports – clears out EQD reports exported to eCommerce.

Display tab

Drop down options display:

• Use System Default
• Do the function
• Don’t do the function

• Allow Dec. in Qty: Override to eCommerce Configuration.
• Show Decimals -> Qty: Override to eCommerce Configuration.
• Show Decimals -> Price: Override to eCommerce Configuration.
• Show freight on EQC: Override to eCommerce Configuration.
• Show tax of EQC: Override to eCommerce Configuration.
• Input Qty method: Override to eCommerce Configuration.
• Attribute Grid: Override to eCommerce Configuration.
• Force item detail screen: Override to eCommerce Configuration.
• Price Rounding: Override to eCommerce Configuration.
• Weight Unit: Override to eCommerce Configuration.

Checkboxes

• Use “Owner CC” filter for items (phased out).
• Use "Item Property Restrictions" → after checking this option → click Select Items → to select the item properties to enforce.
• Show inventory from this client’s regular items.

Shipping tab

• United Parcel Service (UPS): Override to eCommerce Configuration.
• Federal Express (FedEx): Override to eCommerce Configuration.
• US Postal Service (USPS): Override to eCommerce Configuration.

Exclusively use the default EQC Ship From to calculate freight checkbox. If selected, the EQC freight calculation sets all items ship from the default "EQC Ship-From" zip code instead of the zip code associated with the Vendor or Warehouse.

Misc. tab

• Message Cns: Override the system default with the options of:

  
  

  o None – no order confirmation is sent through here.

  
  

  o Primary – the primary consultant receives the emailed order confirmation.

  
  

  o CSR – the CSR receives the emailed order confirmation.

  
  

  o Other – this option opens the email address box. Enter email addresses manually, separate with a comma (,) and no spaces.

  
  

  o Use System Default – from eCommerce Configuration > Defaults.

  
  
• Email Footer ID: Check use system default or assign and override in the ID: field

• Credit Cards:

  
  

  o Use System Default – from eCommerce Configuration.

  
  

  o Authorize on EQC - finish in e-Quantum.

  
  
• Has Retail/Company Store checkbox: To activate retail eCommerce option.
• Allowance Label: Options are Allowance and Payroll Deduction.
• Vendor Neutral: Checkbox applied when using vendor neutral feature.

Generation tab

Drop down option displays:

• Use System Default
• Do the function
• Don’t do the function

• Generate Sales Orders: Override to eCommerce Configuration.
• Mult. Orders/Rls: * Override to eCommerce Configuration.
• Build PO’s: * Override to eCommerce Configuration.
• Batch PO’s: Override to eCommerce Configuration.
• Auto-generate EDI – PO: Override to eCommerce Configuration.
• Auto-generate EDI – Rls: Override to eCommerce Configuration.
• Use on-file credit card: Override to eCommerce Configuration.
• Auto-add ship-to records: Override to eCommerce Configuration.
• Item Restrictions: Override to eCommerce Configuration.

* Applicable when not generating Sales Order.

Checkboxes

• Show Item notes → PO’s
• Show Item notes → Releases
• Ignore EQC price on release → When checked, this option ignores the price from eCommerce and pulls it from the inventory record.

In-Rev tab

Override the In-Revision item graphic and descriptions. The In-Revision graphic is used to override an items image while that item is being updated. Suggestion: "Under construction image!"

Category tab

A category tree is used to organize your categories. First, uncheck “Use System Default” to activate the buttons.

• Up to 3 levels can be built but are not required.
• The highest category level number is assigned to the item.
• If no extra levels are needed, add each category in as level 1. Then arrange using the move up and move down buttons.
• Override Misc. Category name – the Miscellaneous category is used when there isn’t a category assigned to the item on page 3 of Item Maintenance.

Country tab

The Country tab allows control of which countries this client can select in their custom addresses. The Countries available are first turned on in Company Maintenance (Country tab).

Rfq tab

The eCommerce RFQ generates an RFQ in EQD instead of an order. It uses Speclets to gather item information. The RFQ is first set up in "EQC RFQ Configuration." They can be activated individually or universally. An EQC user must have rights to the RFQ catalog.

Catalog tab

This tab controls which catalogs are made available on eCommerce. The order of catalogs can be changed using the arrow buttons to move up and down. To customize, check "Override Default Catalog/Punchout Configuration."

Edit the catalog to override the system default.

Check Customize Name to open the name box and change the catalog name for this client only.

Item Pricing Rules

EQC Field Setup

Dropdown Options:

• Invisible
• Required
• Optional
• System Default

Checkboxes

• Set New Ship-to’s to Upload to
• Force full CC upload
• Allow Auto-Generation
• Force DBS Client Update

Ship To Overrides

1. Upload to Internet – sends this shipping address to eCommerce as a Cost Center.
2. Show Freight on EQC – override of the client settings.
3. Show Tax on EQC – override of the client settings.
4. Show Weight on EQC – override of the client settings.
5. Ignore Address Updates – override of the client settings.
6. Edit Payment Methods – allow different payments by Ship To.

Save the Client and export data to EQC to create the website. The next step is to set up items.