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Accounts
Contents (select
one):
Accounting
Features Main Page
(select one):
How to set up a new Account
-Add a new Account
-Find existing Account
-Edit existing Account
Order History by Account
Login History
Contracts
-adding items to your
contract
-modifying/deleting contracts
Your Account Detail Screen
(select one):
Basic Information
-Account Number/Description
-Custom Contract
-Free Delivery/Salesman
Regular Pricing Options
Company Receives/Best
Price
Custom
Contract Absolute/Gross Profit Protection
Minimum Discount/Quantity
Discount
GSA/JWOD Customers
Standard Promotional Pricing
Order Administration
-To setup Order
Administration
-Setting
Order Minimums without turning on Order Administration.
Accounting
Features Main Page
How to set up a new
Account
Setting up account pricing information is easy with the eQuality
e-commerce software. This screen is divided by four sections. On this
screen, just set up the pricing based on the following information:
NOTE:
Special characters and spaces should not be used when you are creating
new login names, passwords, custom contract codes, or pricing accounts.
To add a new account
Click
the Add a new Account link
and fill in the appropriate information.
To
find an existing account:
You may search for existing accounts by sorting them
by account number (ascending or descending) and the description
(ascending or descending) in the drop box provided. You may also search
using the account number or description using a full or partial
name/number.
To
edit an existing account:
Click on the Account
Number to go to the account detail screen, make your changes and Save.
Order History by Account
This feature allows you to look up an accounts Order History from
Administration. Here you have the ability to look up the account Order
History by order number, account number, login name, real name, and
billing company.
Login History
You can look up all the logins for an account with this feature,
starting with the most recent.
Contracts
This feature allows you to view and edit the
items in the Custom Contract you have applied to the account. If the account
does not have a contract, then this button will not appear. Please see
Custom Contract under basic information below for further information
about creating a new contract.
Once you have clicked on the contract
button, a screen
will be displayed with all of the items in the contract and their prices.
To add an item to
your contract:
Put in the item number, the contract price, and then
click on the Add/Save button. You will then see that item displayed in the
contract list.
To modify or delete an item:
Simply click on the item number to place it into your
edit view. You can then modify the pricing and save your changes with the
Add/Save button or remove that item from your contract by pressing the Delete
Item button.
Your Account Detail Screen
To go into an account detail screen for a specific account, simply click
on the account number.
Basic
Information
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Regular Pricing Options
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·Company Receives:
Select either Cost Plus or List Minus and the appropriate percentage for non-contract or
non-promotional items.
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Best
Price:
Here you
are given a choice between True and False.
If Best Price is set at No:
It means that
if an item has a custom contract price or column price
(promotional), the contract or column price (that is set at
YES) will be returned as
the
selling
price. You will use this option 99% of the time with your
customers.
If
Best Price is set at Yes:
It means
that in addition to the cost-plus/list minus calculation, the
system will search all promotional
pricing columns set
to YES and find the best price on ALL ITEMS ORDERED.
If custom contract
Absolute is set to
NO, it will disregard any contract pricing in search of the best
price by searching all the
prices available for a product in your online catalog for the
best price.
· Custom Contract Absolute:
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Here you are given a choice between Yes and No.
If Custom Contract Absolute is set at Yes:
It means that
whenever a product is in a custom contract, the price from
that contract is
always the price that the company receives, regardless of any
promotional or sale prices available.
If Custom
Contract Absolute is set at No:
The system
will automatically check to see if promotional or sale
pricing is available, and return the lower price. It will also revert back to the custom contract price
automatically once the promotion is over.
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Gross
Profit Protection:
This feature is used when the List
Minus calculation is enabled. This provides protection from
selling any product below a specific level. If it is set at
10%, for example, it ensures a 10% profit on all items you
sell online. Do not use your Gross Profit Protection while
using Cost Plus calculations. When you set your percentage
using Cost Plus, your profit is already ensured.
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Minimum
Discount:
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Designed
so that your selling price never exceeds catalog list price.
Set it to 0 and the account will receive catalog list price
– 0%, set it to 2 and your account will receive catalog list
price – 2% as their minimum discount. We recommend
that you do not exceed 5% on your minimum discount. Instead
set your account savings in the Cost Plus and List Minus
box.
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Quantity
Discount:
Designed to offer tiered pricing options to your accounts
who purchase in quantity from you. Refer to your tiered
pricing catalog for pricing information on items.
You can pick and choose which accounts
receive this type of pricing.
Tiered pricing set to off:
No tiered pricing is offered to this customer.
Tiered pricing set at level 2:
The account can be offered discounts for purchasing quantity.
For example:
Buy one pay $6.99, buy six pay $6.49.
Tiered pricing
set at level 3:
This will add another level to the tiered pricing. Using the
above example shown on level two, it would add an addition
level. For example: Buy 12 pay $6.29.
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GSA-JWOD Customer:
Is for
accounts who are a Federal or State entity required to
purchase product through JWOD or GSA.
Set at
Yes:
Will offer (point out) substitute products through the GSA or JWOD.
Set at
No:
Will not offer GSA or JWOD product substitutions.
Standard
Contract Pricing
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Contract
1 though Contract 10 represent which flyer programs,
matrixes or other promotions that were loaded into your
website. Every quarter, eQuality will load the
promotions that you want into your item file. Use
Standard Contract Maintenance in the Pricing
Maintenance link to change current promotions and
their location in your web site.
For
example: in your item file, you could have the Action
2000 flyer in Column 1,
The Universal Gold 27% flyer in Column 2, and
the Universal Elite flyer in Column 3.
To
set up an account to receive only the Action 2000, you
would set the Col 1 box to
YES and all other columns to NO.
For an account to receive both the Universal
Gold and the Action 2000 flyer, you would
set
Contract 1 and Contract 2 to Yes, and all other
columns to No. If an item exists in both
the Universal Gold and Action 2000 flyers,
the system will return whichever is the lowest
price as the
promotional price.
You
can set up any of your accounts to receive as many or as
few promotions as you like.
Contracts
9 and 10:
These columns provide
you additional promo pricing features for your accounts.
You can also use these columns to create tiered pricing
on specific products. You may only use these
columns for tiered pricing if you do not use them for
any other catalogs or flyers.
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At the bottom of the account edit
screen, you have the option to use online order
administration for any of your
accounts. This feature is for your customers who
require a manager or supervisor to
approve orders before you fill it.
Only one order administrator can be
assigned for each account.
To Setup
Order Administration:
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First, you must assign an account number to
each customer on the account by saving their
account information and assigning the
appropriate account number in the Customer
Profile screen.
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To
activate Order Administration, place a check
mark next to Use Order Administration. To
make someone an order administrator, you
must use his/her login name in the drop box.
Order Minimum and Order Max.
Once you decide to use Order Administration, you
must set order minimum and max. Your
website will not allow any order outside of
these
limits to be placed. Instead, your
customers will be returned to their shopping
cart and a
message is displayed indicating the
problem.
Setting Order Minimums
without turning on Order Administration.
Administrators have
the ability to set
an order minimum for all orders on the website
without turning on the
Order
Administration feature. If you want all online
orders to be $10 or over, for example,
you will simply go
to the Accounts link, click on the desired
account number, and go to the
account detail
screen. Here you will simply scroll down the
page to the order
administration area
and set the order minimum box to the desired
amount. YOU DO NOT
HAVE TO TURN THE
ORDER ADMINISTRATION FEATURE ON FOR THIS.
Be sure to
save your changes,
and the website will allow orders over the
minimum you have set. This
feature also has
the ability to be set at $0 if you do not want
to set any order minimum.
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