December 2015
Marketing Committee Update
By  Alison Levy, Marketing Committee Chair
 
The Marketing Committee gears up for 2016!
 
The holiday season is fast approaching and as 2015 comes to an end, the marketing committee begins its planning for 2016. 

The Marketing Committee is responsible for this Newsletter, (which all members receive), social media communication, (i.e. Facebook & Twitter) and conferences which we attend (Insights) and host (Encounter). 

There are a lot of great articles in the Newsletter that we hope you consider interesting and informative.  We are always looking for new material to add and encourage our members to submit articles for publication.  As a "Thank You" for submitting articles which are published, we award the article writer $50.  If you are interested in writing an article, please contact Robert Keeran,
  He is our Newsletter subcommittee chair.

Suzanne Saltmarsh, UFO Assistant Director, graciously posts to Facebook and Twitter for us.  She is always looking for an interesting article or tidbit of information to post.  If you have something interesting you'd like to post for the UFO members to see, please email it to Suzanne.  
Please remember, you can post comments on the UFO Facebook page as well. The article does not need to be Eclipse or business related, it can be anything that will benefit the group.  Don't forget to "Like" us on Facebook!
 
Make sure you check out our webinar training schedule for 2016.  There are many valuable live and recorded sessions our members can attend and watch for FREE!  We will also continue our onsite trainings.  Continue to check the newsletter for updates!
 
Coming up before you know it we have Insights April 17-20 at Mandalay Bay, Las Vegas, NV and Encounter, September 11-13 at the Sheraton Station Square, Pittsburgh, PA.  These are two great events we hope you can attend.  We are in the process of getting all the details in order for both of these events.  If you have any ideas for possible giveaways at either event (Insights 2015 was hand sanitizer) or a theme for the Encounter 2016 event (Cowboys & Aliens was the 2015 theme) please contact Charleen Locke, the subcommittee chair for conferences.
 
Currently the committee includes, Robert Hascall, Arthur Franklin, Mike Prepelica, Rich Chadwick, Suzanne Saltmarsh, Mary Barlow, Kris Hopkins, Charleen Locke, Bob Keeran, Chris Thorpe, Valerie Conforti and myself.   If you would like to join the committee or even just make a suggestion, please contact me.
 
We are looking forward to another successful year in 2016!  Happy Holidays!
Focus on serving customers, not entering orders

Whether your organization needs to accelerate sales order processing time, improve order accuracy, or lower costs, you can drive higher rates of customer satisfaction using 100% data-accurate sales order automation with Epicor AutoOrder powered by Conexiom.

AutoOrder quickly and accurately processes orders from your customers. Now, your employees can focus on delivering customer service and support, instead of manually entering faxed or emailed orders. Further, customers won't complain about dealing with dual entry - keying orders into both their purchase order system and again into your self-serve e-commerce or web order entry system.

AutoOrder converts inbound purchase orders from each customer's unique format into standardized, structured electronic orders which are automatically processed into Epicor Eclipse with 100% data accuracy. AutoOrder fills a gap not served by current EDI, ecommerce (self-serve web order entry), and Optical Character Recognition (OCR) solutions. It is simple and cost effective, plus there is no need to make any process changes, implement specialized IT infrastructure, or provide ongoing maintenance.

Learn more by watching our short animated video below:

Delivered as a companion to Epicor Eclipse systems, AutoOrder seamlessly imports order data from printed or emailed orders into Epicor systems. This inbound order automation solution can be easily deployed, is end customer operation system agnostic, and leverages existing people, processes, and systems.

Discover the Top 5 Reasons to Automate Order Processing by downloading your free eBook: http://conexiom.com/autoorder_ebook

About Epicor AutoOrder

Epicor AutoOrder powered by Conexiom allows Eclipse™ users to focus on serving customers, not entering orders. The patent-pending Conexiom sales order automation solution was created by ecmarket, a cloud solutions developer. Conexiom revolutionizes critical sales and accounting business practices by automating manual entry with 100% accuracy. Conexiom effortlessly converts emailed and printed customer purchase orders and supplier invoices into automated sales orders and invoices, enabling companies to focus on driving growth. Conexiom helps organizations across the globe maintain a competitive edge. For more information, visit www.conexiom.com.
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In This Issue
December Training
Solar Classes are now on 9.0
DateClassLoc/Presenter
Dec
3rd
Merges & Purges In Eclipse
User Lead Roundtable
Dec
7th
New Hire #1 Eterm Basic System Navigation Web - Zerion
Dec
8th
New Hire #2 Eterm Basic System Navigation SalesWeb - Zerion
Dec
9th
New Hire #3 Eterm Basic System Navigation PurchasingWeb- Zerion
Dec
10th
New Hire #4 Eterm Basic System Navigation WarehousingWeb - Zerion
Dec
15th

Automation beyond VSI FAX  

Vendor Product Presentation Esker
Dec 15th
Business Data Links helps Eclipse users improve their utilization of Eclipse
Vendor Product Presentation BDL
Dec
16th
User Lead Roundtable
Dec
15th
Vendor Product Presentation
epaCUBE 
Join Our Mailing List
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Happy Hanukkah
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Merry Christmas
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2015-2016 change represents the new year 2016 three-dimensional rendering
Happy New Year - Stay Safe!
New to the Newsletter!  Users helping Users:  
  
This section of the newsletter is dedicated to you!  We wanted to showcase some of the postings on the Bulletin Boards that we felt were great examples of users helping users.   So if you have not been on the Bulletin Boards lately hopefully this will help to stir your interest!

This post came in on 11/09/15 at 12:16pm and was answered by one user by 12:32pm!  So glad we have so many active members, it helps tremendously.
 
Question:
 
RF Location Practices
We are preparing our warehouse for the implementation of RF. While re-labeling our rack and shelving, we attempt to leave enough space in the floor section (and if necessary - on the top shelf) for overstock. Prior to RF, these two locations were basically considered 'extensions' of the actual Aisle-Section-Shelf location assignment. I'm curious to know whether those of you already using RF treat these areas (floor and top) the same way or do you actually assign unique locations to these as well?

It would seem easier to not have to 're-locate' an item whose mid-shelf located bin can be restocked simply from the area directly above or below without having to 'adjust' the location. But I'd be interested in hearing pros/cons/experiences from those of you having some experience.

For those of you whom assign locations to the floor, I'd also be interested in what you found to best work for floor labeling.

Thanks, in advance, for any information you can share.
 
Answer #1:   

We label our floor and top shelf's with locations because we want to keep track of our mtrl regardless where it is. This way if an order calls for more than what the primary has it will automatically go to the overstock to pull the mtrl, Keeping the primary at its current level and pulling from the overstock. 

For our floor labels we actually hung a sign with the barcode on it on the rack and since it's always the same ending letter (a). Users who have to scan from it know which code to scan.
 
Answer #2:

Agree, every shelf, rack we assign a unique location.
Zerion Logo

Eclipsing Hallothanksmas
by Zerion Group, UFO Vendor Partner


In recent years, our society has merged the last few months of the year into a collective "holiday season". It's as though October 31 descends, and all at once we're instantly stuffed full of chocolate, Black Friday deals, and giblets. It's now lovingly referred to as "Hallothanksmas"; and our culture shifts into an overall focus on being thankful. As such, we think it's appropriate to have our own Eclipse-based celebration, and reflect on helpful attributes and advancements.
 
As we've said before, Eclipse has impressive capabilities perfectly suited for wholesale distribution. But, we also know it has shortcomings. With the majority of your days spent gathering orders or staring at a hypnotizing screen, it's easy to get caught up in these limitations. Yet, if we take a step back, we'll notice there is much to appreciate:
 
  1. Pricing Engine - It sure is robust compared to others.
  2. The Phantom - The automated ticket printer, report runner, and all-around maintenance guru. What would we do without it?
  3. Solar - Solar finally gave Eclipse a familiar and easy-to-navigate "Windows" look and feel. Rejoice for no more green screen!
  4. Authorization Keys - Aren't you glad to have so many options? 
  5. Warehouse in Process Status Queue - This queue is a lifesaver for RF operations. It allows for a real-time look at every order on the inbound and outbound and a complete view of the warehouse.
  6. Real-time Data and Business Summary - Gone are the days of a batch-based system, which made each day somewhat of a mystery until it was complete.
  7. Close Counter Order - Allows you to take a signature and payment at the same time, speeding up the customer experience.
  8. Mass Load -This has saved many users from having to fix or even enter data manually.
  9. Third-party Integrations - While some folks think Eclipse doesn't play nicely with others, there are in fact some great applications that work well, and can extend your functionality (Phocas, Profit2, EzyRecon, Descartes, Innovo).
  10. Functionality and navigation - We've seen quite a few systems over the years, and for the price per user, Eclipse gives the best functionality all-in-one package, and bang for the buck, in Electrical and Plumbing.
 As for us at Zerion, we're beyond thankful to have surpassed the ten-year milestone. During that time, we've helped over 400 distributors running on Eclipse to improve their operations with independent consulting, training and customizing. 

EXPORT/ IMPORT CUSTOMER SPECIFIC PART NUMBERS
 User Tip by John Heinzel of Revere Electric


To Export:From Customer Maintenance go to File>Customer Part #, or from the Body tab of a sales order for the customer, go to Maintenance>Customer Part #
  1. In the Customer Specific Part Numbers window press Ctrl+A on your keyboard to select everything
  2. Press Ctrl+C to copy
  3. Open Microsoft Excel and open a new blank worksheet.
  4. Right click and select Paste to paste the list into Excel.

To Import: The first row of the import file should be column headers.The first column must be the Eclipse Product ID, and the header for the first column must have the text "ProductID". Make a note of which column has what data.
Save the worksheet as Text (tab delimited).
From Customer Maintenance go to File>Customer Specific Part Numbers 


From Customer Specific Part Numbers 
go to Edit>Import from Excel

Import Type: Create New Update

Check the Use Excel Setup checkbox

Select Start Column Import on Row: 2

Under Import Columns remove any columns that do not exist in your spreadsheet

Use the Move Up and Move Down buttons to arrange the import columns to match your spreadsheet.

Go to File>Import  




In the Excel Import Preview window click the first cell in the Select column and select H - Header Row

Click the second cell in them Select column and select D - Data Start Row

Click on each cell in the Header row and select the correct column from the drop down list

Click OK

Click Yes to Do you want to save changes?



To print this article in pdf click here.

Eclipse Users Group/UFO | 813-643-1001 | edufo@eclipseuser.com | http://www.eclipseuser.com
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Suite E
Brandon, FL 33510

Disclaimer  The information contained in this newsletter is for general information purposes only. The information is provided by UFO and while we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to this newsletter or the information, products, services, or related graphics contained in the newsletter for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data arising out of, or in connection with, the use of the information in this newsletter.
Copyright 2015. All Rights Reserved.