Online Tutorials
This page contains online tutorials. These tutorials show you each step in a number of different processes. Instead of just reading about how to build a report, for example, you can watch one being made.
To view video tutorials, install the Adobe Flash software. Enable the browser plug-in or add-on as needed.
New! Building Item Usage In Order Entry History, the Item Usage tab lists detail about specific items on an order, including what and how much your customers have bought. Before viewing this Item usage information, you must build the P-USAGE file. We recommend that you build this file monthly, using the DDMS Utilities program on your system server. It is a dedicated procedure, which means no other processes or users should be running DDMS while this utility is running.
Using ProductPro and FurnitureAdvantage Programs Items from S.P. Richards ProductPro™ and FurnitureAdvantage™ are special-order items that are not stocked. Delivery may take longer, and items may be marked as "ships in 2-3 days." This program allows you to offer a more extensive variety of products than what is usually in stock. Learn how to set up your system to take advantage of these programs. See also the documentation.
Converting Item Lists to Laundry Lists Laundry Lists are a useful tool for selling commonly purchased items — especially with Web storefronts like ECinteractive. One of the best ways to create a laundry list is by converting from an existing customer contract, quote, or sales history. In this video, watch how it is done.
Creating a Laundry List Your quarterly O/PUS® multi-vendor database load updates the pricing for your Item database. You can then maximize your purchasing power using a combination of tools to set primary purchasing vendor. Some dealers base their purchasing vendor based on volume incentives using the (+IL) tool. Others base it on the lowest price and/or best rebate percentage, using the (+IZ) tool. In this video, watch how it is done.
Setting Your Purchasing Vendor Your quarterly O/PUS® multi-vendor database load updates the pricing for your Item database. You can then maximize your purchasing power using a combination of tools to set primary purchasing vendor. Some dealers base their purchasing vendor based on volume incentives using the (+IL) tool. Others base it on the lowest price and/or best rebate percentage, using the (+IZ) tool. In this video, watch how it is done.
Correcting Item List Price Variances Every quarter, you update the pricing in your Item database using the O/PUS® multi-vendor database update. However, if the list price for the selling unit of measure in your Item record varies too much from the expected list price in the O/PUS database, the SIMPLE wizard cannot update the item automatically, and logs the item in a report. This brief video demonstrates how to correct these list price variance exceptions manually every quarter, so that O/PUS can update your database properly. It's easier than you think.
Substituting Items on Orders This brief video demonstrates how to substitute items on orders. The status of an order, and whether the item is already on a purchase order, can limit whether substitution is allowed.
Adding Items to Existing Orders This brief video describes how to add items to an existing order in Order Entry.
Changing Tax Percentages When customer Shipto sales tax rates change, create a new tax district, while you retain old rates for credit or reporting purposes.
Downloading the Latest Software This 2-minute video shows you how to download your software updates from the ECi Customer Support Portal (https://support.ecisolutions.com).
Customer Support Portal Features This 10-minute video shows you how to log in to the ECi Customer Support Portal (https://support.ecisolutions.com) for secure access to your support tickets. You can create new support request tickets, attach files such as screen shots or partial logs and reports to help troubleshooting, and add notes to a Web conversation to more efficiently track messages related to a ticket. You can also look up the status of your company's support tickets, as well as software issues we've turned in to Development for you.
ECinteractive Guided Tour This five-minute video discusses all the features your customers need to start shopping — account security (including the new 6-character password and security question and how to reset), catalog browse and search, quick order, favorites, machine matching, news, checkout approvals, and history. To display this streaming video on your site (both the ECinteractive and Dealer Station families, see Displaying the Guided Tour Streaming Video (pdf).
Creating Your Own Reports Learn to build your own reports with Report writer.
Specifying Tax Information for Groups of Customers Use the (+A) screen to make mass changes to tax districts.
Specifying Stock Classes for Groups of Items Use the (+W) screen to make mass changes to stock classes.
Placing Orders Learn to place orders in graphical Order Entry.
Changing Orders Changing entire orders and individual line items in graphical Order Entry.
Deleting Orders Deleting entire orders or line items in graphical Order Entry.
Verifying Orders Verifying orders in graphical Order Entry.
Crediting Order Returns Finding and crediting orders when processing customer returns in graphical Order Entry.