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.
The downloadable versions
are self-contained programs. Once you download them, open Windows Explorer,
navigate to the folder you downloaded the program to, and double-click
the program name.
Many of our videos require Flash Player 10 or higher. If your browser prompts you to update your Adobe Flash Player or adjust your browser display settings, please do so according to the prompts.
Description |
View
online |
Download |
New! Setting Your Purchasing Vendor:
Your quarterly O/PUSŪ 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 |
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New! Correcting Item List Price Variances:
Every quarter, you update the pricing in your Item database using the O/PUSŪ 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. |
Correcting Item List Price Variances |
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New! 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. |
Substituting Items on Orders |
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New! Adding Items to Existing Orders:
This brief video describes how to add items to an existing order in Order Entry. |
Adding Items to Existing Orders |
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New! 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. |
Changing Tax Percentages |
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New! 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). |
Downloading the Latest Software |
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New! General Customer 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. |
Customer Support Portal Features |
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New! 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). |
ECinteractive Guided Tour |
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Creating Your Own Reports:
Learn to build
your own reports with Report writer. |
Creating Your Own Reports |
Creating Your
Own Reports |
Specifying Tax Information for Groups of Customers:
Use the (+A) screen to make mass changes to tax districts. |
Specifying Tax Information
for Groups of Customers |
Specifying Tax
Information for Groups of Customers |
Specifying Stock Classes for Groups of Items:
Use the (+W) screen to make mass changes to stock classes. |
Specifying Stock Classes
for Groups of Items |
Specifying
Stock Classes for Groups of Items |
Placing Orders:
Learn to place
orders in graphical Order Entry. |
Placing Orders |
Placing Orders |
Changing Orders:
Changing
entire orders and individual line items in graphical Order Entry. |
Changing Orders |
Changing Orders |
Deleting Orders:
Deleting
entire orders or line items in graphical Order Entry. |
Deleting Orders |
Deleting Orders |
Verifying Orders:
Verifying
orders in graphical Order Entry. |
Verifying Orders |
Verifying Orders |
Crediting Order Returns:
Finding
and crediting orders when processing customer returns in graphical Order Entry. |
Crediting Orders |
Crediting Orders |
