Latest Remote Ordering/VMI Walk-through now on our YouTube Channel

Visit our YouTube Channel to view our most recent Remote Ordering/VMI demo.

Web Connect provides a number of mobile remote ordering capabilities designed to meet a wide variety of business requirements. Our order entry tools include features for both your employees and also your customers in a consistent format that will keep your sales staff and customers in sync.

Web Connect remote ordering tools do more than just provide access to order entry for users without access to P21. It actually provides ordering capabilities not available in P21. Features such as the Quick-Order/VMI solution, simple order imports and “bulk order entry” makes creating orders fast and easy through Web Connect. These tools are designed to streamline order entry, enhance workflow and security and also provide your business a competitive advantage in the market place.

The Web Connect Order Entry process can be divided into two main branches:
• Standard Remote Order Entry
• VMI/CMI Order Processing

Standard Remote Order Entry
Web Connect includes an order entry screen (Remote Order Form) designed to emulate a simplified version of the order entry screen inside of P21. Because the Web Connect screen is similar to the P21 order entry screen users can easily transition from P21 to Web Connect and vice versa.

The Web Connect Remote Order Form provides users with the greatest flexibility when creating a sales order. Users can search for specific inventory items, define variables such as delivery method, packing basis, carrier and more. There are also several tools available – such as the ability to bulk-add items from a customer’s sales history, P21 contracts or existing VMI templates that can greatly reduce the time it takes to build an order.

VMI/CMI Order Processing
In today’s competitive environment, distribution companies are constantly working to improve the services that they provide to their customers. Over the past decade one strategy that has emerged is Vendor Managed Inventory (VMI). VMI takes the process and overhead of keeping track of necessary customer inventory out of the hands of the end customer and instead places this responsibility in the hands of the distributor.

Web Connect “Quick-Orders” provide sophisticated order processing tools designed specifically for P21 distributors that provide VMI services to their customers.

Quick-Orders were developed over several years from the real-world requirements of P21 distribution companies. These companies needed the ability to easily create sales orders based on inventory placement at customer locations.

Quick-Orders are placed from “Quick-Order Forms” which are in essence a reusable listing of inventory items that can be set up into groups, have definable min/max or OP/OQ definitions and bin location definitions. The end user needs only to provide a quantity for the items to place an order. Quick-Order Forms can be thought of as a virtual map of the inventory for a given customer.

Web Connect Quick-Orders also enable the concept of “order routing” and “order workflow”. By defining the permissions of each user in Web Connect it is possible to enable specific users the ability to start an order and other users to finalize or “approve” an order before it is sent to P21. For instance, your customer may want to see what is on an order, make adjustments to order quantities or add a PO number before the order is submitted. Web Connect Quick-Orders provide these capabilities out of the box.

The Web Connect Remote Order Form: The Remote Order Form provides the greatest flexibility when creating sales orders. The form can be made available to all user roles with various levels of user permissions.ROMay20161


Bulk Add Items to a Remote Order: Users can quickly add items to an order in a number of ways when using the Remote Order Form.
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Editing a Web Connect Quick-Order Form: Quick-Order forms make it possible to save a re-usable listing of items and order options for a ship to.
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Editing a Web Connect Quick-Order Form: Items on a Quick-Order form can be placed into “Groups”, can have Bin assignments and a defined Min/Max or OP/OQ. Each user can be granted access to see pricing and quantity available and be set up with various other permissions for using the form.
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Editing a Web Connect Quick-Order Form: Each Quick-Order form can be set to automatically notify people when an order is placed with the form.
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Editing a Web Connect Quick-Order Form: A Quick-Order form can define custom delivery instructions, carrier, packing basis, freight code and order class information.
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Using a Web Connect Quick-Order Form: To place an order with a Quick-Order form the user only needs to specify an order quantity.
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Using a Web Connect Quick-Order Form: Items that have been added to an order are highlighted.
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Using a Web Connect Quick-Order Form: The resulting order can be seen in the “Items Ordered” tab.
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Remote Order Management: Remote Sales Orders and all of the Web Connect order sources can be managed in the “Manage Remote Orders” screen. The user can see the Web Connect statuses of orders as well as the P21 statuses.
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Coming Soon to Web Connect: New Dynamic Data Grids

We are excited to announce that dynamic data grids will be a part of Web Connect during our summer release!

In addition to being able to define and customize your own data source for the grids, the grids will have many spreadsheet-like operations including:

  • built-in filter controls and filter templates
  • multi-column headers with the columns grouped within parent groups which help easily distinguish the information presented
  • ability to save/load user-specific preferences for paging, sorting, filtering, grouping and other settings
  • grid-integrated Insert, Update and Delete operations
  • hierarchy and nested views
  • scrolling with static headers and frozen columns
  • selection of cells and rows
  • export to PDF, MS Word, MS Excel, and CSV
  • column Resize, Reorder and Show/Hide
  • row resize and Drag and Drop
  • adaptive Mobile Rendering

See below for UI previews:

CoolChartsAndGrids3

CoolChartsAndGrids1

 

Zip Radius Mapping and other Web Connect Features

Over the past several months we have released a number of new features and enhancements including:

  • Ship-To Listing
  • Contract Order Forms
  • Extended Order Details
  • Quick Quotes
  • Enhanced Customer Details
  • New visual indicators such as backorders, specials and directs for Order Listings
  • New User Permissions relating to cost methods and inventory
  • New Remote Order Form Bulk-Add options
  • New Remote Order item conversions to automatically roll up quantities based on UOMs such as case and square feet
  • Added Mandatory Notes options to Order Details and Remote Order Form
  • Added the ability to import Quick-Order Items to a Quick-Order form from a file
  • Added ability to mass-assign (move) items to different locations (shelves, bins, floor areas, etc.) on Quick-Order Forms
  • Extended per-user permissions and features for customer and prospect classes
  • Added cost/profit source options on Remote Order Form
  • Added more control for customer and transaction data for sales reps.

We have also released a new Ship-To postal code mapping feature that include many filter options for Ship-To search results including Ship-To Class and Customer Class filters. Ship-To search results can also be displayed on a map with one click/touch of a button.  You also have options to show map points for Customers, Prospects or both. From there you can see map point details and use links for Ship-To details and navigational maps. We are actively working to extended this mapping feature to display other more analytical data such as Cost-to-Serve views.

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Epicor Insights 2016

This year's Epicor Insights should be a great event. With many extended education sessions, social gatherings, keynotes and lots of breakouts and labs, it looks to be a great mix of learning and connecting.

As an Epicor Services Partner, we always look forward to attending and learning the latest from Epicor, spending time with our customers and meeting new people.

Visit the conference site for the P21 specific agenda and click on the "Epicor Insights 2016 Prophet21 Agenda" link.

See you there!

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P21 World Wide User Group Webinar…continued…

Wow! Our webinar broke a registration record according to P21 WW UG folks. Based on the volume of guestions we ran out of time so the user group has scheduled us again on November 19th at 2:00 Eastern so if you missed the first one and/or have questions, please join us. For information or to register visit www.P21ww.org

Topic: “Real-time P21 Data on Phones and Tablets.  FREE Web Connect Community Edition.”

It is becoming increasingly important for organizations to be able to access their real-time P21 dataon phones and tablets but what is the best strategy?  There is no shortage of approaches including P21 tools, third party products and internally developed solutions.

It can take time and thoughtful analysis to determine what’s best for your organization.  Rather than delay taking advantage of accessing your P21 data on mobile devices while you ponder the various options, consider a FREE option that is easy to implement and immediately makes some of the most common P21 data available to your mobile users.

Fueled by user ideas, the Web Connect Community version for P21 is a free mobile-optimized application designed specifically for the P21 ERP system.Join us in this webinar to learn about the latest features and how to install the free Community version of Web Connect.

P21 World Wide User Group Webinar

Join us November 10th at 2:00 Eastern for our P21 World Wide User Group Webinar. For information or to register visit www.P21ww.org

Topic: “Real-time P21 Data on Phones and Tablets.  FREE Web Connect Community Edition.”

It is becoming increasingly important for organizations to be able to access their real-time P21 data on phones and tablets but what is the best strategy?  There is no shortage of approaches including P21 tools, third party products and internally developed solutions.

It can take time and thoughtful analysis to determine what’s best for your organization.  Rather than delay taking advantage of accessing your P21 data on mobile devices while you ponder the various options, consider a FREE option that is easy to implement and immediately makes some of the most common P21 data available to your mobile users.

Fueled by user ideas, the Web Connect Community version for P21 is a free mobile-optimized application designed specifically for the P21 ERP system.Join us in this webinar to learn about the latest features and how to install the free Community version of Web Connect.

 

How to Set Up the FREE Community Version of Web Connect for P21

If you are interested in using the FREE Community version of Web Connect for Epicor Prophet 21/P21, below are the steps to follow.

If you have any questions, need assistance or would like to suggest changes or new features, send us an email: Community@P21Connect.com.

To play back the Community webinar visit our YouTube channel at: https://youtu.be/5r-6eSic-a4

Step 1:
Register for the Community version at: http://p21connect.com/community/
You will then receive an email containing the installation package and a FREE license key.

Step 2:
Make the installation package available to the IT person responsible for your IT infrastructure/servers. They will need access to a Windows server running Microsoft IIS.

Step 3:
Your IT person will then:
a) Extract the Community files to a folder on your server running Microsoft IIS.
This location is typically C:\Inetpub\wwwroot\WCCommunity but can be any drive/folder you desire.

b) Download and install the.Net framework version 4.5 from Microsoft.
http://www.microsoft.com/en-us/download/details.aspx?id=30653

c) Set Community up to run in Microsoft IIS. -- Here is a youtube video on that process: IIS Configuration Process - https://www.youtube.com/watch?v=RYT9y04rd-c

If you receive the following error, perform the steps below.
IISError

Try the following to resolve the above error:
Open IIS Manager
Click the server name in the tree on the left
Right hand pane, Management section, double click Configuration Editor
At the top, choose the sectionsystem.webServer/security/authentication/anonymousAuthentication
Right hand pane, click Unlock Section
At the top, choose the sectionsystem.webServer/security/authentication/windowsAuthentication
Right hand pane, click Unlock Section

If you receive the following error, perform the steps below.
"Unable to save file - Access to the path C:\Inetpub\wwwroot\<Your Path>\WebConnectCommunity.xml is denied."

1. Navigate to "C:\inetpub\wwwroot\<Your Path>\" on your IIS server
2. Right Click on WebConnectCommunity.xml, and click properties.
3. Make sure that the IIS User account has write access to the XML file.

Step 4:
Once Step 3 is complete, ask your IT person for the url/web address they set up for Community. It might be an IP address such as http://192.168..200.20 or it might be a domain name such
as http://P21Community.MyCompanyWebAddress.com. Open the url/web address in a browser and then go to Step 5 to complete the setup.

Step 5:

Click/touch the Log in link and enter the login credentials contained in the email you received.

Community2

Step 6:

Next, your IT person will (on the Admin/Setup page for Community below) enter your P21 database connection information. Click Test Connection and if successful, you will be able to select a Company ID, and enter your License Key:

 

After you hit Save Setup you will get the following message!

After you have successfully configured your database connection, click your Settings menu, and select User Management.

This will bring you to the following screen where you can add users or change any user information:

 Important Note: Please make sure to change the default Admin password you received!

Hit the edit user/Add New user it will bring you to the following screen:

Username: Enter the username that you would like to give this user.
Password: Enter a password minimum 6 character length password.
Role: Select the role that you would like for this user -

  • Admin: This user has the ability to manage users and change database settings in addition to all other Community functionality.
  • Sales Rep: This user has only the view/browse functionality.

Sales Rep ID: This is where you can associate one or more Sales Rep IDs associated with this user account. This will filter the entire P21 system for this user for the associated Sales Rep IDs. You can select multiple sales rep ids, by holding down the "ctrl" key as you select the Sales Rep IDs.

Enable Price Lookup: If you do not want this user to be able to lookup pricing on item details screen select "No" on this option.

Connect 2015: Big Show in the Big Easy!

The P21 Worldwide User Group Connect Conference in New Orleans this year was an awesome event. With the largest attendance yet, the folks who ran the event sure made it look easy.
There is a lot that goes into planning, preparing and executing an event like this so hats off to the user group leadership, the session speakers and the hotel staff for making this a great event.
We had a lot of fun meeting new attendees and reconnecting with returning attendees. Thanks to everyone that spent time with us at our booth! We had a bunch of of people register for the
FREE P21 Community version of Web Connect. If you would like to access your live P21 data from your favorite mobile device for free, be sure to register! Hope to see everyone in Phoenix at
Connect 2016 in late September!

Connect2015

FREE Community version of Web Connect for P21

The FREE Community version of Web Connect for P21 has just launched! This has been a major effort taking place in 2015 leading up to the Connect 2015 P21 User Group Conference.

What is the Community version for P21?
Well, first of all it's FREE! Over the years, a common set of features have emerged that P21 shops tend to find useful. Call them common or convenience features but they typically represent features that shops often describe in terms of, "If I only had these 3 or 4 features, then I could be a bit more productive, enable my folks to see certain minimal data..."

The initial Community launch contains the below feature set with more to follow. Stay tuned!

• Customer Lookup • Customer Detail • Customer Notes • Customer Aging
• Customer Stats • Ship To Lookup • Contact Lookup • Contact Detail
• Item Lookup • Item Summary • Item Detail • Pricing Lookup
• Order Listing • Order Detail • Order Projections • Zip Code Radius Map

 

 

See you at Connect 2015

Just a few more days until Connect 2015! Sounds like this year's event is the biggest ever with over 500 attendees at last count. With a great lineup of speakers and session topics and with a city location like New Orleans, this will be a great event.

If you are attending this year, stop by the Web Connect booth and say hello. We have added a ton of new features since Connect 2014 and are launching the FREE Community version of Web Connect for P21.