Category: Community

P21 Shines in the Sunset State during Connect 2016

We had a great time in Phoenix this week and quickly understood why one of Arizona's nicknames is, "The Sunset State". We witnessed several beautiful sunsets while we attended the P21 Worldwide User Group conference at the Arizona Grand Resort. The folks that run the user group did a great job and worked tirelessly to put on the most well-attended event since Connect began. We enjoyed spending time with current customers, fellow sponsors, P21 users and industry consultants and meeting many new people!

We also had time to enjoy a round of golf at the resort. It is a beautiful course with great views of the mountains and skyline off the 18th tee box.
Connect2016_Golf

We added information about our new Data Explorer to our booth this year and gave away t-shirts with the famous Arizona Kokopelli image on it. Here's Andy and Eyual pausing for a photo during booth setup day.
Connect2016_Booth

Speaking of t-shirts, we ran out of certain sizes and told folks if they send an email with their mailing address and t-shirt size to info@P21Connect.com, we would gladly send them a free t-shirt.

If you weren't able to attend Connect this year and would like a free t-shirt, please email us as well and we'll be happy to send you one too!
Connect2016_KokopelliThanks and see you at Connect 2017 in Orlando!

 

 

 

See you at the P21 WWUG Connect Conference in Phoenix!

It's hard to believe the annual P21 User Group Conference is here again!  As of last month, the attendee count was above 500. This event continues to grow and improve every year!

2016 has already been a record-breaking year for us as well with many new P21 shops now using Web Connect.

True to our mission to "Do More with P21", Web Connect has added features that both complement and extend P21.
So far this year, Web Connect has many new features that enable users to do more in a variety of areas.

  • More ways to process and manage orders with Remote Ordering/VMI features
  • More features to support the sales process including Opportunity forecasting and pipeline management, sales activity tracking and call management
  • More views of P21 data with the new Data Explorer which allows P21 shops to build their own Excel-looking grids with many Excel-like features while still being on a mobile device.The Data Explorer also includes customizable charts and a cool set of Google Mapping tools that users can customize to map, analyze, route and explore their real-time P21 data on a mobile device.
  • More options for customers of P21 shops to interact, place orders and stay informed.
  • ...and More!

Browse this blog to see details about some of the enhancements we have delivered this year and visit our YouTube channel to see some of them in action.

If you will be at the conference this year, stop by our booth for a free t-shirt,  see a live demo or talk to us about doing a free trial with your live P21 data!

We're looking forward to seeing everyone in a couple of weeks!

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.

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