Archive for the ‘Regular Columns’ category

Eclipse Tip: Get BCC’d on Customer Quotes

April 19, 2012

Did you know that you can automatically receive an email copy of your customer quotes? This is especially helpful if you want to keep track of quotes outside of Eclipse. You can do it with this Epicor Eclipse Tip of the Day from your friends at Zerion:

To set up automatic Blind Carbon Copies (BCC) on customer quotes, access the User File for each desired user. There, you can specify the BCC address for all outgoing emails. Enter the user’s email address in the “Sender BCC” field. Eclipse will then email the user when a quote is emailed to a customer. Please note: You may need the system administrator to make this change for you, but it will be well worth the effort.

I hope this helps enhance your sales operation. Let us know if we can be of assistance with anything.

An adjustment to your Auto Ship Ticket Phantom

October 20, 2011

Did you know that you can set Eclipse to automatically print backordered tickets after the items are received? You can, with this Epicor Eclipse Tip of the Day from your friends at Zerion:
The Automatic Shipping Ticket Phantom has a helpful option that often gets ignored during setup. “Print Incomplete Ship When Availables after:” refers to those tickets that were not completely available on XX day, and now they have been received. The system will print all of these backorders after the designated time, keeping them separate from today’s tickets and providing more organization.

Eclipse Tip: Exclude from Check Avail/Cycle Count

August 30, 2011

Images are 95px by 95pxIf you do any light manufacturing, it may be helpful to use priceline maintenance to exclude some items from check availability or cycle count. In this short video overview, Tony King will show you how to do that.

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News: Sonepar to Acquire IES

August 30, 2011

Images are 95px by 95pxTwo Zerion clients were recently in the news because of another acquisition. Sonepar USA announced it will be acquiring Independent Electric Supply (IES), a California-based electrical distributor with 24 branches and a top 20 electrical distributor ranking.

Also, Epicor introduced cloud-based, on-demand access to Eclipse, called Epicor Distribution Express Edition (Epicor Express).

FIND OUT MORE of the who’s who and what’s what of software, IT and distribution …

Eclipse Tip: Re-Order Pad

July 27, 2011

Images are 95px by 95pxUsing the re-order pad in Epicor Eclipse can help you save time by accessing your customers’ recently purchased products. In this short video overview, Tony King will show you how to use it.

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News: 85% Say Relationships Drive Sales

July 27, 2011

Images are 95px by 95pxThe May/June issue of Industrial Distribution magazine showcased the results of its annual Survey of Distributor Operations. A positive industry outlook was certainly present, with 77% of distributors saying sales increased this year, and 86% believing they’ll increase next year. Speaking of sales, the survey noted an incredible statistic that demonstrates how relational our industry is: 85% of respondents believe relationships are the primary reason people do business with them.

Also, 28% of the respondents noted that acquisitions came up during the last year. If you’re one of them, and you missed our article titled Acquisition Help: Crucial Tips for Integrating a New Location, be sure to check it out. In spite of acquisition activity, 78% said their growth strategy is to do more business with existing customers.

As for technology trends, only 28% of respondents said they were using an ERP system and 11% of respondents said they were using RF technology. However, 14% intend to adopt RF in the next two years. Additionally, 75% of distributors polled expect their online sales to increase in the next year.

There’s a summary of ID’s survey stats on TEDMag.com, or you an access the entire report-filled issue here.

FIND OUT MORE of the who’s who and what’s what of software, IT and distribution …

Eclipse Tip: Pricing Audit

June 29, 2011

Activant Eclipse allows you to review the rationale of the price matrix right from the sales order. In this short video overview, Tony King will show you how.

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News: Industry Improvements and IT Surveys

June 29, 2011

Images are 95px by 95pxThings are looking up! SupplyHouse Times released it’s 2011 Premier 150 report, and it documents lots of positive industry info on performance, acquisitions, outlook, and more. Other growth news included HD Supply’s report of gains in the first quarter of 2011.

On the IT front, two interesting surveys were published, one that divulges 90% of companies have been hacked; and, another that shows CFOs have a lack of faith in IT.

FIND OUT MORE of the who’s who and what’s what of software, IT and distribution …

Eclipse Tip: MapQuest, Google Maps

May 26, 2011

Activant Eclipse allows you to pull up a shipping address in MapQuest, Google Maps, etc. right from the sales order. In this short video overview, Tony King will show you how.

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News: D&D and OneSource, Microsoft and Skype

May 26, 2011

Images are 95px by 95pxAcquisitions continue to dominate the distribution news-scape. Industrial Supply Magazine’s cover story this month covers a friend of Zerion (D&D Tool and Supply in Vista, California) who recently became part of OneSource Distributors. Some big acquisitions in the IT space also made headlines this month, with Microsoft set to takeover the hugely successful Skype service.

If you’re thinking of selling, here’s another article to help you figure out the right time.

FIND OUT MORE of the who’s who and what’s what of software, IT and distribution …