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ESP Web Manual

1. When you click on the closing page checkbox a dialog box that allows you to select a closing will be displayed You can select the closing page you want to use from the chia eid he 5 drop down menu You have the option to mc Page y insert via paste any text or images on the closing page The closing page will not PNET exceed one page 37 Presentation Changes Making changes in the presentation is as easy as clicking and typing You can use all the functions of the templates toolbar to make changes to the information for every product For example if you wanted the price includes statement to stand out for a specific product you can highlight the text you would like to change then click on the font color icon from toolbar and then click on the color you want to use To change the size use the size dropdown and click on the size you want to use To bold click on the Bold icon Fant Mame allic color al Add Custom Color cO0000 c00000 500 1 000 Price 3 50 3 00 b2 7 0 2 50 Price Includes one color one position laser engrave or screen print The Price Includes statement is now in a 14px font bolded and in red Product Name Stylus Pen Description Translucent blue ballpoint pen stylus with metallic color barrel chrome trim curved grip black ink Material Brass Color Translucent Blue Pricing Oty 100 250 500 1 000 2 500 Price 43 30 3 00 2 70 2 50 2 40
2. Payment Information Billing Instructions Credit Limit Payment Method gi Add New Payment Terms ha Add New Sales Tax Information Sales TaxRate 0 000 Cancel If you need to add a new payment method you can click on the Add New button and you will be able to type one in After you have finished typing click on Save You can also establish payment terms such as Net 15 Net 30 etc If you need to add new payment term you can click on the Add New button and you will be able to type them in You can also set up a standard sales tax for that customer You can also enter billing instructions that apply to this customer After you have entered the payment info click on save if you do not need to enter further information Order History In the Order History Tab you can also see a list of every order you have ever had for your customer by clicking on order history 46 Searching in Projects Because you can create folders for all of your clients and their promotions over time you may have a lot of folders and finding your client quickly and easily can become more challenging In your Projects area you have the ability to search for your folders or the content within those folders This means you can use this box to search for products you have saved as well as presentations The search box is located below your list of projects There are two areas where you can search for project folders and information within
3. Supplier Advanced Search Explains what the link does Open tly Projects Create a New Presentation Click to watch the video an this feature am 33 Rate a Supplier ESP Web Dashboard Page First you will see the Set As Startup in the upper right hand corner If you click on this link the text will change to say Default Startup and the next time you log into ESP Web you will be brought directly to the ESP Web Homepage The icon with the word bubbles is where you can click to submit feedback to ASI Clicking on the application quick link will bring you into that feature of ESP Web The question mark icon explains what the application quick link does The film strip icon is where you can click to watch a video about the feature For example if you click on the video icon for Create A New Presentation then video will focus on how to do a presentation Chapter 2 Homepage The ESP Web Homepage is the starting page for ESP Web You can navigate to other applications such as the Dashboard ESP Orders or LogoMall Admin if you are licensed for these applications Just click on the My Applications button to open the dropdown menu and then select which application you would like to access Oespweb Searches Y Projects Presentations Y Tools Y Help Y My Applications Y My Account Y ESP Dashboard Meee Price From Price To fj ProductSearch gt ed Search gt ESP Web My Saved Searches Y My Recent Searches Y
4. to the option you selected will be hidden E es Click on an option to At this point you are only viewing information directly related see only a to the option you chose product information You can view all product data again by clicking on the X next to the option you selected in the Your Selected Criteria area or clicking on the Clear All link Your Selected Criteria Y Price s Production Time Production Time 7 working days x 7 working days Clear All Quantity 150 250 500 1 000 2 500 List Price BS 175 1 68 1 57 1 54 1 43 Configure Product Net Cost ES 1 05 1008 0942 0 924 0 858 Y Imprint Method EA Profit 0 70 067 063 062 0 57 Silkscreen Price Includes a one color one position screen imprint or one position laser engraved 5R Price subjectto change without notice please verify with supplier ESP Web Details View Configured Product Add to Shopping Cart 17 Additional Information is where you can view any product options and charges for the item Located under the Price Grid s just click on Click here to view additional product options and charges and the section will expand Y Click here to view additional product options and charges T Product Attributes Category LANYARDS Pens Ballpointvyith Grip Section Pens Ballpointvvith Meck ChainfRope Color Black Blue Red Material Metal Size 4 gt Imprint Information DP Product Option gt Production Time
5. Add to Clipboard You can also add more than one product at a time to the Clipboard vse Flash You can mark products in the Summary Tile and Details views Marking a product in one view will carry through to any additional views you use ous In the example to the right a product is marked in the Tile View a List Price Use the checkbox to mark products and then click on the Marked 100 300 00 Ry Products button from the Product toolbar Use the Add marked items to Paca T Clipboard to move the selected products into the Clipboard The Add EOE Marked Items button opens a menu with several options e Add marked items to clipboard puts your marked items onto the clipboard You can place up to 250 items on the Clipboard for up to 90 days or until you remove them e Create Presentation with marked items bypasses the Clipboard and creates a new presentation with the marked items e Add marked items to a Project enables you to save products indefinitely in a customer folder e Send Product Detail page for marked items enables you to email a link to all information about the marked items e Clear all marked items deselects the marked items Clipboard 0 Y Marked tems Y Create Presentation Shopping Cart 0 Y Add marked products to Clipboard summary View Create Presentation with marked products 1 Sort By Price Low to High Add marked products to a Project M USB Flash Create Proposal with marked produc
6. O espwe b User Manual Table of Contents Chapter E Lor mMmDa iDO deesse isco a A 4 Chapter 2 Homepa t Garinen ttagtytadeduentetcualgaladsanw tenses taledientdetnalealadios 5 Te A ppliCatOn Too Dada 5 CACC iii 6 POS OCIS aE EEE Ad 6 Presentations sis 6 TOONS MA EE E N ASIE AO EE EE NEA E E E N EE annie tee T 6 IAEA EIEE P AIEI NE ETE EE A E E AT EE E E A E E I EE E A E A T 8 ni A nce ee ex en re Petr nae nn nC ner ee Petree an Ee Pete 8 Chapter 3 pearc Nne pci 10 Product Oceania aicusagucsancatestiousaqesiavesa aie S CEEE 10 Product Advaiced Search eannan A 11 Viewing Your Product ReSUlts ii Ei 13 Froduct SUmMMArY View sce ares ede ita A Ai 13 PLONE QUICK N OW a INEA ISE IA 14 PROA TIC o sl odia 14 ETS TWA A A O 16 INarrowine Your Results cuidad 19 Saya caro init 20 SUDDICrOUICK SM dies 21 SUPplicr Advanced e arcaica 21 Viewing Your Supplier Search Results ooooooonnnccnnnnnnononnnnonnnnnnnnnnonononocnnnnnnnnnnnnnnos 21 Upper OUR VIV in 21 SUPPLET SUMINATI NV TCW roi AA A A eisai ia 22 SUPPE LISE VOW AAA O R T A 22 UPPER DEA O O do 22 Chapter d Usmo the G Np DO and in a EA ADE 29 Chapter presentations ue le O N 28 Layos tia nds 28 COVEF T OO das 28 P O ASA da 30 FOO E e E E A O O 31 COSINE BALE A a 31 Creating a New Presentadas 32 A 33 COV CEDIA A a tee eR tee he hoe tt 34 PT COGCT otic ait tapi O E tide dau tuuiudhd ONS E E A ES E A T 34 TOV OG CTS ic ssaie core Serwadivsn cesiahs E da adubina neat nctaddee
7. b Imprint Method gt Packaging P FOB Point There are numerous sections to view that contain more information such as e Product Attributes Imprint Information Product Options Production time FOB Point Shipping information Any additional charges associated with the product Some sections such as Product Attributes may contain various fields With Product Attributes you can view the Category Color Material Size and Shape fields Within Imprint Information you can view the imprint method imprint size as well as whether the following services are offered full color process sold unimprinted and personalization Other sections such as Product Options Product Time Packaging or FOB Point will vary depending on the information provided by the Supplier For example if a supplier has not provided the FOB Point that section will not be included in the additional product information area 18 Narrowing Your Results After you have done a search you can narrow your results down even further With ESP Web you can use the guided navigation to do this quickly and easily From the results page there is a section titled Narrow Results The Narrow Results displays all of the data fields that can be specified to narrow your results Narrow Results b Preferred Rank b Category b Price b Material b Size b Shape b Theme b Imprint Method b Production Time b Supplier b ASI Number b Linename b Trad
8. ESP Training ESP Training ESP Train 12 600 00 cy 100 2 300 00 R 100 800 00 tF 100 2 800 00 iF 12 500 0 The Options in the Select Action menu are Select Action Y Delete delete marked products on the clipboard Delete All delete all the products on the clipboard Delete Select All mark all the products on the clipboard Delete All Deselect All unmark any selected items Select All Create New Presentation add any items you have marked and move them into the presentation area Send Product Detail page emails the product will all the information Send Product Detail page Add to Project adds the items to an existing project Add to Project Deselect All Create New Presentation 27 Chapter 5 Presentations ESP Presentations combine the flexibility of Word and PowerPoint with email to create an incredibly effective marketing tool Completely customizable ESP Presentations are one of the best ways to brand your company while generating leads and sales It is recommended that you set up your layouts before adding products This will save you time when creating presentations for your customers There are several ways to create a presentation One way 1s to click on the Presentations button on the application toolbar Presentations Y Tools and select Create a New Presentation ity Last 20 Presentations P You can also mark items and then use
9. List Price List Price List Price 100 500 00 F 100 6 500 00 F 12 0 600 00 ty 12 500 00 100 2 500 00 gt asii55555 asi 55555 asi 55555 asi 55555 asi 55555 E Fi Sa Fi oi F LA A A Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard Tile View Add to Clipboard Quick View asi 55555 te te ete tr H ESP Training Company mR iS Linename sk MA i a Production Time 14 working days g r J J Y Phone 800 555 1212 Email HA Web WA USB Flash Drive You can securely Upload your important data to these PO and Mac compatible flash drives available in 512MB 1GB and 26B vith the optional keychain attachment itis perfect for those on the gol Components made with post consumer recyclable materials 5ize 512MB Quantity 100 300 500 T50 List Price 300 00 200 00 100 00 90 00 Net Cost 4180 00 120 00 60 00 49 50 Profit 120 00 80 00 40 00 40 50 Price Includes One Color One Location SRO Price subjectto change without notice please verity with supplier Addto Clipboard Full Details ESP Web Quick View 29 Details l Mark product Hack To Results Previous Product Next Product Add to Clipboard Product Description Supplier Information Download Image asi 55555 te ttt ESP Training Company Linename sk MA a ie Check Inventory click here to view Phone 500 555 1212 k 4 Fax MIA E mail NA Web NIA Details View
10. Sort Ey Default Supplier Phone Fax E mail Products 63344 Jetline S64 761 3200 Phone 015 te ty tr dr Y 119 30 Warren Pl of 868 9908 Phone Wount Vernon MY 10550 4550 664 152 1417 Fax hip jetineprorno corr ordersiajetlineprormo corn View Ratings Rate This Supplier ESP Web Supplier Search Supplier Summary View Once you have reached the supplier detail page click on the Tab for Preferred Notes E Detail gt Ratings E Preferred Notes A Safety amp Compliance asi 63344 Jetline te te te he dr 223 Preferred Supplier Sold we Rate This Supplier Note This tab may be disabled if you have an administrator for Preferred Suppliers In the Preferred Notes tab you will be able to assign this supplier to any level of your preferred rankings To do this check the Preferred Supplier box and then use the dropdown to select which supplier level to use for this vendor If you do not wish to enter special pricing or notes to enter for this supplier click on the Save button in the lower right corner Detail Ratings safety amp Compliance Preferred Hotes asi63344 Jetline Silver Bronze Special Offers Motes Preferred Price FP Apply the following dl ESP Web Assigning a Preferred Supplier Note It may take up to 20 minutes for your Preferred Suppliers and all added data such as preferred pricing and notes to be ac
11. o E P Fontname v liv x iA B 7 U General Text Cover Opportunity cover ASI Product Support Our Conversation Cover 4800 Street Road xl Trevose PA 19053 800 546 1350 prompt 2 Add New support asicentral com Mele erm Then just as with Cover give the header a name and click on the Save As button to save it in the Layouts area Footer Just as with Cover and Header there is a sample footer for you to use or modify The process of adding a new footer or modifying the sample is the same used with the Header Footer sample Footer Note Footers have two special icons Add the date Closing Page Add page numbers Add New Closing Sample Closing Page We do provide you with a sample Closing Page The sample closing page can be modified using the Templates toolbar The process of adding a new closing page or igi modifying the sample is the same used with the cover pages Add New 31 Creating a New Presentation Now that you have created Cover pages Headers Footers and Closing pages you are ready to create a presentation If you do not already have items saved on your clipboard you will need to search for items and add them to the clipboard For more information on how to do this please refer to Chapter 3 Searching and Chapter 4 Using the Clipboard If you already have items on your clipboard to use you can click on Presentations from the Application Toolbar From the Application Toolb
12. also include notes about the suppliers There are three different levels of notes My Notes Shared Notes and Corporate Notes My Notes are notes that you can type in for your own reference and will only show in your ESP Web You can click in the checkbox to Share My Notes to make your notes shared Corporate Notes Shared Notes are notes that have been entered by users and can be viewed by everyone under the company s ASI number Corporate Notes can only be entered by the corporate company administrator Once you are finished marking a supplier as preferred assigning preferred pricing or typing in notes click on the Save button at the bottom After designating a supplier as preferred you will see your settings throughout the different views in ESP Preferred Prices are displayed as their own row on Product Detail price grids The preferred pricing will be included in every price grid available for all products from that supplier 51 The preferred ranking and notes will follow the supplier information through all the different product results views in ESP Web Summary Tile Quick and Details Also these designations will be seen on Supplier Summary and Detail Views ga 5M 9837 Dual Powered Radio wg eet Telesco asi 424 24 Chapter 8 The Event Planner Preferred Bullet YT das rd dr Y List Price 50 16 00 Net Cost 50 9 60 AMS Fh weather band radio Plastic S
13. and the supplier s ASI number You are also able to add to clipboard by clicking on the Add to Clipboard link You can also click on the Product Name Product Number or Larger Image to access the Details View Note The Confirmed Logo will not be present in the Tile View Details View The details view will show you all the information about that item In the detail view there are several sections Details Product Description I Mark product Back To Results lt Previous Product NextProduct gt Add to Clipboard Supplier Information Price Grid s and Product Description Supplier Information Download Image asi 90640 te te te te dr 190 Additional Information Target Industries Inc Linename s Target Line R s 77 Phone 989 723 4447 In the Detail view you i pra 723 4662 can mark the product or seg a click on the Back To Production Time 3 7 working days Results link to return to A T the Summary View L FOB Point Michigan Shipping Weight N A Made in USA N A You can also navigate to Hee Eee Marketing Policy Soft as a eek nts E aar T q beats ri Soft atan C tal pen with lanyard and retractor Retractor 1 1 4 oompany sells advertising specialties exclusively tnrougn the p revious or next ameter engraving color may vary due to product and distributors and or incentive resellers underlayment color product in the results by ae SER E E ene Ve wr using the links to the right electos Product Catalog No s
14. is where previously uploaded images will be stored and where you can upload new images The image needs to be no larger than 200KB and in a jpg gif or png format Click on Upload Artwork to browse your A Js daleslies as computer for the image file Once you have located the file click on it and then click on Open You will see the image in the Q Upload Artwork Available Images section You can use the accepted file types are jpg png and gift View link to preview the image and then click on the Insert Image to add it to your header Upload New Image Available images Image preview You also have the option to delete images at a SH espweb any time by clicking on the delete link in Delete i the Image Manager mM View Insert Image Delete Once the image is in your header you can nn ep click on the corners to resize it and use the o Delete position tool to move your logo to another a area in the header Delete View Layouts Company Address Company City state Arp Tomnameinyrcompany com Presentation Layouts Header Section Note The position tool behaves differently depending on the browser You can also replace the sample text with your own information The information does not have to be in the format that is provided it can be anything you want For example header below was set up from the sample template Presentation Layouts Product Support 5 Save As Cover Fr W
15. numbers of items that will display are shown in parenthesis Your Selected Criteria Search Terms Your Selected Criteria area You can blue ceramic mug also on the Clear All link to remove Color all of the search terms You also have the option to save the search by clicking on the Save Search link M Blue Shades M Naw Clear All Save Search Saving Searches For searches that you perform often there is the Save Search button which enables you to save your search This means that all the selected criteria will be saved and you can access it at a later date ESP Web gives you the option to save any product or supplier search up to 20 different searches To save a search use one of the searching methods discussed above then from the results page click on the Save Search link vib IE Clipboard 0 T Marked tems V Create Presentation shopping Cart 0 Y Clear All summary View Tile View 1 2 3 4 5 gt gt gt Narrow Results a i LG 9091 Key FOB List Price 75 256 95 R Net Cost 75 4 17 tems per Page 25 Sort Ey Default F Category AWARDS 39299 Calfskin cowhide tear drop shaped key fob Perimeter stitched braided leather key SS fob has heavy duty brass splitring Carton size 18 x 14 x 12 E EA asi79530 Prime Resources Corp PENS 23887 the te the te th 1 26 Add to Clipboard KEY HOLDERS 15507 Product Summary View Save Search The S
16. rush services You can click on the number of stars to search by supplier rating one star 1s the lowest five is the highest Y ou can use the dropdowns to choose a state province or a region country If you have preferred suppliers set up you can check the Hover over and click on the Stars to search by Supplier Ratings Production Time E Include Rush Time Supplier Location level s you would like to use For more bin di information on preferred suppliers please see O Preferred E Preferred T Preferred 7 Preferreds Chapter 7 Preferred Suppliers ens There are checkboxes that will help you It t th hi h h th New Products Orly Full Color Process ON PONI ia Boe eee LO PROS F With Prices Only Personalization checked criteria The checkboxes are New 7 With Images Only I sold Unimprinted Products Only With Prices Only With T Made in USA I With US Pricing Only Images Only Made in USA With Rush T With Rush Service Canadian Friendly suppliers Service Full Color Process Personalization Sold Unimprinted With US Pricing Only and Canadian Friendly Suppliers dic caia After typing in all your criteria click on Search i Viewing Your Product Results The default results display is the Summary View Product Summary View On the Summary view you can navigate through the results by page viewing 25 to 100 items per page and choose how to sort your results Simply click on the option you want and the pa
17. tab Note The Sales Representatives which are available in the drop down menu are other users under your ASI number 45 The phone and email information will auto populate from the sales representative s information in the ESP Web Administration page You can enter notes and use the Date Stamp button to have the program date the notes for you Also in this area you can enter in your customers preferred Shipping Provider Shipping Information Here you can select from a variety of providers gt Account Mo Canada Post International Parcel such as UPS FedEx USPS and others Just click ras eat on the shipping provider you would like to use Shipping Instruction Canada Post Regular Parcel Canada Post Xpresspast from the drop down menu FedEx 2Day FedEx Ground FedEx International Ground 1 1 FedEx International Priority After selecting the provider you can enter your ee a ae customers account number as well as any other R LPS 2nd Day Air Shipping Instructions that apply UPS Ground LPS Next Day Air UPS Worldwide Expedited Click on save if you do not need to enter further ia information If you do want to add more USPS Parcel Post USPS Priority Mail information click into the next tab Payment info The third tab in the Customer Detail area is the Payment Info tab In the Payment Info tab you can enter credit limits for your customer as well as payment methods Address Info Additional Info Payment Info Order History
18. the Products Menu to Create New Presentation manage your marked products Clipboard 0 Marked tems Y Create Presentation Shopping Cart 0 Y You can use the Clipboard and the Marked Items menu from the Products Menu You also have the option to mark items and then click directly on the Create Presentation button for quick creation of a presentation Layouts Once you are in the Presentation area click on the Layouts tab You are now ready to start setting up custom features Set up your Cover Pages Headers Footers and Closing Pages for your Presentation first so you can Searches VY Projects Presentations Y easily add your custom information while building your Presentation Presentation Cover Page ESP Web comes with four sample cover pages Sample Customize cover pages can used at any time in a presentation and modified in the presentation The General Text Cover Opportunity Cover Our Conversation Cover and Sales Cover are available for you to customize for your own use If you do not want to use one of the templates you do not have to You can click on the Add New button and type any text you like Cover General Text Cover Opportunity cover Our Conversation Cover la a A m m aa Add New To make changes to one of these pages click on the name of it You will see the template open in the Layouts area 28 Customize Layouts Tr De ofe O iy Font Name Font w MA D BZ
19. those folders The first is a search box in the My Projects area You can search for the names of folders using this partial match search which will match results letter for letter to what is typed in the box For example if Nat is typed in the search box First National Bank and Second National Bank are matches because they contain Nat Project Folder My Projects Search Nat 00O Show 10 El entries E Type Name Date Action F Folder First National Bank 07 29 2011 09 30 4M Open Delete 0 Folder Second National Bank 0712912011 10 01 AM Open Delete Showing 1 to 2 of 2 entries fltered fram 3 total entries Once you are in a folder you can also use this partial match search to locate subfolders presentations or products Search The second way to search for projects presentations and Search by any or all ofthe products is to use the side search area located below the criteria below listing of project folders Keyword You can search by any or all of the following items Keyword Type such as folder product or presentation Look In search within a specific folder Date Look in Type All My Projects There are several ways to search by date Use the dropdown menu to select what type of date you are looking for the date Date created date modified or due date Created Within The Last Week You can also click into the radio button to choose from the following options for your date Pas
20. tion will op en Save your presentation by selecting a Project Folder to store it in and then your Projects folders If you name it below Click on Save already have a client folder set up you can click on the client 0 To create a new folder folder right click on My Projects TIP If the client you are working with does not have a folder and you want to save this presentation into a folder for them right click on My Projects and you will be able to a click on Add A new folder Type In Your OWN presentation name will be added and you can type in Close la Save J the client s name You will be able to rename the presentation for example rather than having it called Presentation 7 8 2011 9 07 00 AM you can type in Blue Ceramic Mugs Then click on Save at the Save As bottom Ceramic Blue Mugs Note A presentation will be automatically saved every 10 minutes and be stored in your Draft Presentations folder By using the Projects to save your presentation you are saving to the ESP Web server Therefore if you need to access any saved information from a different location just log into ESP Web and all saved information will be available to you Sending After you have saved the presentation click on the Send button on the Presentation Toolbar You can send the presentation to your Save Y Send clients as either an HTML link or a PDF link Both of these options will be avail
21. ways to search in ESP Web Quick Search or Advanced Search The Quick Search bar enables you to toggle between Product Search and Supplier Search A rrocuatscarn el A Product Search My Saved Searches Y MyRecent Searches Y Top 20 Searches y _Supplier Search Quick Search Bar ESP Web Homepage The Product Advanced Search and Supplier Advanced Search are on their own pages and will be discussed in depth later in this manual Product Quick Search Product Quick Search enables you to enter keywords for the product you are searching For example typing in zip hood and fleece You can add a price from price to if you wish in the example below the search will be for 10 to 20 list price UA ETE TA zip hood fleece 20 00 Product Search gt Advanced Search gt My Saved Searches Y My Recent Searches Y Top 20 Searches Y Top Sellers Y Note You can use both or simply one of the price boxes For example 1f you wanted all products up to 20 00 just put the dollar amount in the second box After entering your criteria click on the Search button to start looking through products 10 UTE zip hood fleece 10 00 20 00 Product Search i Eterm Advanced Search My Saved Searches Y My Recent Searches Y Top 20 Searches Y Top Sellers Y 52 item s from 22 supplier s are found for zip hood fleece in Price Filter gt Price between 10 and 20 Breadcrumbs Summary of Search Criteria PEA Clipboard
22. 16 Y Markeditems Y Create Presentation Shopping Cart 0 Y Print Price Filter Flash Drive M Price between 10 and 20 Summary View Tile View Search Terms 112133 Items per Page 25 gt Sort By Default M zip hood fleece ee a ee fen tee O CAR11 Precious Cargo infant full zip hoodie BRERA ERR E Clear All List Price 1 17 98 P Net Cost 1 8 99 CURAS Save Search S Precious Cargo R 7 5 oz 80 cotton and 20 polyester fleece full zip hoody jacket List Price double needle stitching throughout contrast jersey hood lining rib knit cuffs and 100 84 925 R asi 84863 SanMar asi 98409 Hr dr tr dr tr 83 Add to Clipboard Add to Clipboard CAR19 Precious Cargo infant R tek fleece full zip jacket Narrow Results y Category SWEAT SHIRTS 39 BABY ITEMS 12 List Price 1 19 98 P Net Cost 1 9 99 JACKETS 11 TR Precious Cargo R infant R Tek R fleece full zip jacket 13 ounce 100 filament CAPS amp HATS 4 polyester R Tek fleece Spandex trimmed hood neck and hem Anti pill finish Made SCARVES 4 asi 84863 SanMar Product Summary View Product Advanced Search Clicking on Advanced Search will allow you to search for a product by keyword this is essentially the Quick Search but you can also put in specific criteria The advanced search page is in two sections Keywords and Additional Criteria In the top section of the Product Advanced Search there are four boxes ALL of the words ANY of t
23. Cost and Profit in ESP Web When the checkbox 1s marked Net Cost and Profit will display when the check mark 1S Presentations Preferred Suppliers Send Product Detail removed Net Cost will be a co hi dd The Show Net Cost checkbox controls the display of Net Cost and Profit in ESP Web When 1 en the checkbox is marked Net Cost and Profit will display when the check mark is removed Net Cost and Profit will be hidden Preferences M Show Supplier Information a Show Supplier Information The Show Supplier Information checkbox controls the display of Supplier Company and Contact information in ESP Web When the checkbox is marked Supplier information will Controls the display of display when the check mark is removed Supplier information will be hidden and Supplier Search will be inaccessible Supplier Company and Contact information in ESP Web When the checkbox is marked Supplier information will display when the check mark is removed Supplier information will be hidden and Supplier Search will be inaccessible Products Default Sort By Default y Product Default Sort By Enables you to set up a default sort for your products by Default Price low to high or high to low Cost low to high or high to low Profit Canadian Priced ASI Number Supplier Name Supplier Rating Preferred Rank Canadian Suppliers Product name Product Number Confirmed Product or New product In the Presentations tab you have the ab
24. Price Includes one color one position laser engrave or screen print Note If you need to undo do not use the Back button on the browser 2 If you need to undo an action use the Undo button in toolbar You can also delete any text you do not want to have For example if you wanted to delete the Material field you can remove it just like removing text in Microsoft Word In the example below the Backspace button on the keyboard is being used to delete the text If you are using a Mac using the Delete button will also work to remove text Many of the functions of the toolbar are similar to Microsoft Word 38 Product Name Stylus Pen Description Translucent blue ballpoint pens stylus with metallic color barrel chrome trim curved grip black ink Mater Color Translucent Blue Pricing aty 100 250 500 1 000 2 500 Price 3 30 3 00 2 70 2 50 2 40 Price Includes one color one position laser engrave or screen print Presentation Toolbar This toolbar enables you to add items to the shopping cart for ESP Orders users only view the clipboard preview the presentation as both a PDF and in HTML format save the presentation and send the presentation Clipboard H F Shopping Cat 047 Preview Y Save Send Clipboard The View Clipboard button gives you access to all the products on the clipboard as well as all the functions of the clipboard For example if there is an item you would like to ad
25. Send Product Detail page ESP Web Presentation Tab Clipboard J Add to Current Presentation Now that you have added the products into the presentation you can begin to personalize the presentation by using the options in the customize box You can also use this method to add new products to an existing presentation Templates The first step in customizing your presentation is to choose the template You can select how many products MAME you want on a single page You can have one two or three products per page There are four different layouts to select from To change the layout click on the Change Template button in the Customize Menu aE 1 Product Per Page The templates window will displays a preview of each available template as well as the data fields that are included in each Templates Ay Changing templates while in an active presentation will change the data fields to those Click on the Select Template button to ab lille for that template If you have made any changes to those data fields your changes will be preserved Below are the pre defined product data fields that work best for the selected template choose a new template There are four templates to choo se from 1 Product Per Page Large Large Image 2 Products Per Page 3 Products Per Page e Product Per Page e 1 Product Per Page Large Image e 2 Products Per Page e 3 Products Per Page Select Template MMM Selec
26. Supplier Detail view includes Artwork Information Function Decorating Method s Marketing Policy Year Established Distribution Policy Year In Industry Canadian Supplier Total Employees Canadian Friendly Union Available Distributor Affiliation In the Ratings tab you will be able to view the supplier s contact information performance rating and comment The Performance Rating for the supplier is available in both the Detail and the Ratings tab From both areas in addition to the overall rating you can view the supplier s star rating for Quality Communication Delivery Problem Resolution and Imprinting Rating a Supplier Rating suppliers is important because it gives the suppliers valuable feedback Rating also provides other distributors with a general feel for the supplier in other words rating sets the expectation for other distributors To rate a supplier click on the Rate This Supplier link from the Supplier Summary or Detail view In the Supplier Rating Submissions section your information will automatically be filled in The rating system ranges from star for very poor to 5 stars for excellent There is also the Not Applicable option for area that do not apply to the transaction you are rating For example if you ordered a blank product the Imprinting Personalization field does not apply to the transaction you are rating By just using the numbers you will remain 23 anonymous However if you choose to type comm
27. Top 20 Searches Y Top Sellers Y ESP Orders Logohtall Sites Admin Quick Navigation Clipboard 5 Y Shopping Cart 0 Y Print ESP Web Homepage Clicking on the ESP Admin Gold icon will provide you with 3 options Manage My Account takes you to the page where you can make changes to your user account Log Off ESP Web will log you out of My Account Y ESP Web Log Off All Applications will log you A Manage My Account out of all ESP applications at once For Log Of ESP Web example if you are working in ESP S Log Off All Applications Web and ESP Orders you can use the Log Off All Applications to log out of all applications simultaneously The Application Toolbar The application toolbar is located at the top of the ESP Web homepage This toolbar helps you navigate to different features in ESP Web Searches Y Projects Presentations Y Tools Y Help Y Advanced Search gt ESP Web Homepage Application Toolbar Searches Quick Search Displays the ESP Web Homepage Product Advanced Search Displays a page of various criteria on which to search for your Searches Y Projects Pre products Supplier Advanced Search Displays a page of Quick Search various criteria on which to search for suppliers My Saved Searches Opens a drop list containing up to 20 of your saved searches in Supplier Advanced Search Alphabetic order My Saved Searches gt Top Searches Opens a drop list containing t
28. U General Text Cover Opportunity cover Our Conversation Cover is El Dear Customer Add New Here are the products we have been discussmg for your event I m sure they will meet your goals and I made sure they are priced withm your Header E expected budget Sample Header Please review the items and let me know which ones you are interested in sl You can also contact me at phone or email if you have any questions Add New as you The sample cover pages can be modified using the Templates toolbar but cannot be deleted If you want to modify our default cover page you can make changes then just rename the layout and click on the Save As button Whether you have clicked on the Add New button and are creating a cover letter from a blank page or modifying one of the samples you will need to save your work Once you Presentation Layouts have completed the cover page give it a name and click on the Save button at the below the Layouts tab Layouts Toolbar The Layouts Toolbar enables you to modify the look and feel of the page It is available for ALL pages in the Presentation area Therefore you can use this toolbar to create custom cover pages headers footers and closing pages as well as use any presentation Layouts F W od E a Forename_ v fome y ia O BI U Presentations Layouts Toolbar The layouts toolbar has a lot of options for you to use The most of the icons w
29. able regardless of what type of email you use 40 There are two types of emails program based and internet based An easy way to tell which one you are using is to look at how you log in If you double click on an icon on your desktop and your mail messages are there you are using a program based email Example of email programs are Microsoft Office Outlook Outlook Express or Windows Mail If you go to the internet then log into your email you are using an internet based email Examples of internet based emails are Yahoo GMail Comcast or MSN Select the format of how you want your presentation sent With a program based email when you click PDF Will insert an PDF link to the presentation in on send ESP Web will make a call to your seem default mail program and then display the e HTML vill insertan HTML link to the presentation in mail The body of the email will contain a link 57 to the presentation You will be able to type SendAs PDF Send As HTML any text in the email and or change the subject a l a line if you like prior to sending au if you use an e mail or webmail program that is If you are using an internet based email just not recognized by ESP Web then simply copy one copy the links to the presentation and paste of the links below and paste it into your e mail them into an open email message PDF Link hitistage espweb asicentral com f 14110e247 0a44 4h93 9c4e 909c8b6bda8867 a5px T
30. afety warnings for this product jate 201 of the Back To Results Page 40 link You can also click on the Add to Clipboard button to add the product to the Clipboard Product Description will display the product images product number product name full description tradename 1f available and catalog information you can click on the catalog icon to view the page The confirmed logo will also be available in the Product Description area Supplier Information to the right of the product description contains supplier information including contact information supplier rating and if applicable production time FOB Point Shipping Weight Made in USA Marketing Policy and any applicable product safety warnings Price Grid s will show the base product prices If there is only one price for the product there will be only one grid located here However if the product has more than one base price as in the example below if there is more than one option which determines price there will be multiple price grids In the example below the lanyard has the option of 3 working days or 7 working days It is the production time of the lanyard that determines its base price However all the other information such as colors imprinting and production time are the same regardless of the production time Essentially it is the same lanyard but the faster the production time the more costly it 1s 16 As you can see each production t
31. and could cause product data to run off the page You can also manage product information individually Clicking on a product will automatically jump to that item s location in the presentation Each product has an Options button which will contain at least four options but remember not all options will be applicable for all products The standard options are Products Actions Y Show Product Details Show Product Details will open the ESP Web Detail View for that product in a separate window or tab You can review or even copy and paste any information from the Detail page into the presentation This option is available on all products Select Another Price Grid Select Another Product Image AdjustRecalculate Prices showHide Data Fields Adjust Recalculate Prices will open the Price Add To Shopping Cart Calculator window and you can adjust individual item pricing the same way you could for all products Delete Product Options YF 36 Show Hide Data Fields will open the Product Data Fields window and you can select which fields you would like to show for the product Add to Shopping Cart ESP Orders users only enables you to add the product directly from your presentation into the Shopping Cart for ESP Orders Delete Product enables you to delete an item from the presentation Deleting a product from a presentation does not remove it from the clipboard Two additional options are also available depending on th
32. ar there are three options for Presentations e Open Current Presentation enables you to return to a presentation you have been 4 Presentations Y Tools Help working on e My Last 20 Presentations displays your Open Current Presentation 20 most recent presentations My Last 20 Presentations B b e Create New Presentation enables you to begin a brand new presentation Frig Create New Presentation sea The Presentations area opens to the Presentation tab and you will be able to add products Presentation Layouts 44 14 gt gt Page 10f1 0 Total Products Clipboard 6 Y Shopping Cart 0 Y Preview TY Save Y Send customize Presentation 7 28 2011 9 12 06 AM Tr D of Ir iy Font Name 12px E BA 7 BJ Ul oA B 1Product Per Page Change Template T Cover Page Select Cover Page l Header Select Header Products Actions Y ESP Web Presentation Tab To add products click on the View Clipboard button mark the products you would like to use and then use the Select Action button to Add to Current Presentation 32 Clipboard 6 Y Shopping Can 047 Preview Save Y Send Clipboard Select Action Y M Twist ballpoi Twist ballpoi M Stylus Pen M stylus pd Delete Delete All Select All Deselect All i L ie i A RFG Line RFG Line Lungsal Int l Inc Lungsal Int 100 3 30 100 i 3 30 100 m 3 30 100 3 30 Create New Presentation
33. ation Supplier Ouick View Office Hours 8 30 5 30 EST In this view you Can sce Toll Free 877 858 9908 Phone 864 761 3200 e Supplier ASI number Fax 864 752 1417 p Orders Fax 864 752 1417 Sup p lier Name E mail orders jetlinepromo com O Linename of the product Orders E mail orders jetlinepromo com R Artwork E mail art jetlinepromo com Supplier Rating Web httpiaww jetlinepromo com Mailing Add e Detailed Supplier Contact Information 30 Warren Pl Mount Yernon NY 10550 4550 There are two buttons available at the bottom of the ae Bavarese Supplier Quick View Rate This Supplier and View Details You can click on the Rate This Supplier button to give the supplier a rating The View Details button will bring you to the Supplier Detail view When performing a supplier search results show in the Supplier Summary View 21 Supplier Summary View On the Supplier Summary view you are able to see up to 100 items per page and have sort by options You can sort by Default ASI Number Supplier Rating Zip Code Area Code and Preferred Rank You will see the Supplier s ASI number rating and all contact information The number of products the supplier has in ESP will also be displayed You can click on this number to view the products summary View List View 1 tems per Page 25 sorn Ey Default Supplier Phone Fax E mail Products 63344 Jetline 664 761 3200 Phone 815 ty ty tk e Y 118 30 War
34. ave Product Search window will open The name of the search will default to AAA your search criteria but you can rename the search if you like For example this search is called Sample Search but it can easily be changed Blue Ceramic Mugs Delete to any other name sample Search Save Eco Friendly USA Wade Delete 7 66 99 Then click on Save Selecta page 1 I Page 1 of 1 You can also delete a previously saved search by clicking on the Delete to the right of the search name To access saved searches in the future you can click on the Searches button on the application toolbar and click on My Saved Searches to see the searches you have saved You can also access your Saved Searches from the Quick Search bar Other searching options in this menu include My Recent Searches which will show your last 20 searches Also there are the Top 20 Searches which are the top 20 keyword searches done by ALL users of ESP Web over the last 7 days You can also access the Top Sellers area from the Quick Search bar Quick Search MS A LS ProductSearch AM AAA My Saved Searches T My Recent Searches Top 20 Searches Top Sellers F d Blue Ceramic Mugs Eco Friendly USA Made sample Search pliers are found Clipboard 017 Marked tems T Create Presentation Shopping Cart 0 F ESP Web Quick Search Bar 20 Supplier Quick Search Click on the Searches button and select Supplier Sea
35. d you can click on the View Clipboard button mark the product and add it to the current presentation For more information on these functions please refer to Chapter 4 Using the Clipboard Shopping Cart The View Shopping Cart button will only be present 1f you are also a user of ESP Orders Items on the Shopping Cart can be moved into a Sales Order or Purchase Order in a just a few quick clicks Preview The preview button enables you to preview your presentation in either an HTML web format or in as a PDF Adobe document Previewing as a PDF will allows you to save your presentation anywhere on your computer and also gives you the option to print the presentation To save the presentation as a PDF document just click on the Save icon on the Adobe toolbar Default aspx application pdf Object 2 00 261 Al rm ESP Web Preview View PDF 39 Saving Prior to sending a presentation from ESP Web you must save the presentation Under the Save button there are two options ww saver send Save and Save As Save Clicking on Save will save your presentation in the draft Save As presentation folder with the name of the presentation as the date and time the presentation was started If you are editing a presentation you can use the Save button to save any changes you have made as well as overwriting the existing presentation Save Presentation 66 99 k The Save AS op
36. dio button and typing a percentage in the corresponding box Or you can add or subtract a percentage or a fixed amount to or from the list price or net cost Just click in the radio buttons and type in the values you want to use For example cali Cid CM if you wanted to give a customer a 10 discount on all items you can select Subtracting a percentage of 10 to the Product List Price That s it You have now seta 10 discount for all the products in the Reset to Original Price Cancel Apply presentation Adjust List Price s by Adding OR Subtracting FT Round displayed prices up to 2 decimal places l Show price grids with highest quantities first 35 You can also use the check boxes to round to two decimal places or show higher quantity price grids first If you need to reset the prices click on the Reset to Original Price button You can also click on Cancel if you do not want to make changes or you clicked into this box by accident If you are satisfied with your changes just click the Apply for your changes to take effect The product pricing will be adjusted and your screen will refresh back to the Presentation In addition to modifying the pricing for all products you can also select which data fields you would like to display In the Products section click on the Actions button and select Show Hide Data Fields Product Data Fields Show hide data fields for all products in this presentatio
37. e Full Description avaliable in 128 and 2 Gb in ina optional key eha n attachment is pertsctver nose on tre aol o Larger Thumbnail Image Some components made with post consumer recyclable materials e Full Price Grid EX Quantity 12 24 36 48 60 e Price Includes Statement SER i List Price ME 300 00 275 00 250 00 225 00 200 00 e Add to Clipboard NetCost E 180 00 165 00 150 00 135 00 120 00 e Full Details Profit 120 00 110 00 100 00 90 00 80 00 Price Includes One color imprint one location Use the Add to Clipboard button 5R Price subjectto change without notice please verify with supplier to move products to the Clipboard Addto Clipboard Full Details To view more information click on the Full Details button at the bottom You can also use the X in the upper right hand corner to close the Quick View and return to the Summary View Product Tile View Another way to see your results is by the Tile view Here the products are tiled on the screen with images ASI numbers and first quantity list price 14 Summary View Tile View 1 2 3 4 5 gt gt tems per Page 25 gt Sort By Default erae a ESS 5250 Hane List Price List Price List Price List Price List Price 36 5 92 1P 36 5 96 1P 36 5 95 1P 360 0 54 1P 1055 32 Ph asi 40788 asi 40788 asi 40788 asi 40788 asi 84963 Bodek and Rhodes Bodek and Rhodes Bodek and Rhodes Bodek and Rhodes sanMar Add to Clipb
38. e name of the folder You can add a due date and notes as well as add customer to this folder After you have finished making modifications or additions click on the Save button to save your changes Projects Clipboard 5 Y Select Action Y New Copy Paste Delete My Projects Project Folder Sample Client First National Bank Sample Client Second National Bank Y Properties Project Name Customer Name Draft Presentations Sample Client Enter or Select Customer Edit Customer Add New Customer Due Date Project Notes My Projects Properties Adding a Customer You can add contact information billing and shipping addresses as well as payment information and view the customer s order history To add a customer click on the Add New Customer button Project Folder Sample Client Y Properties Project Name Customer Name Sample Client Enter or Select Customer Edit Customer Add New Customer Due Date Project Notes ESP Web Projects Properties This will open the Customer Detail Screen There are three tabs on which you can complete Address Info Additional Info and Payment Info as well as the Order History tab where you can view past orders The only required field is the customer s name If you are adding an active customer keep the customer is active field selected 43 M Customer is Active Delete Print Address Info In the Address Info Tab you can enter information about the com
39. e product s information Select Another Product Image enables you to choose from the images provided by the supplier This option will be available for products where the supplier has provided additional images Select Another Price Grid enables you to select which price grid you would like to use if the product has more than one base price For example there might be two price grids because the item might cost more for a specific color or size You can use this option to select which pricing you would like to use This option will be available if the product has more that one base price Footer Footer You can show a footer at the bottom of your presentation To add a footer check the box to the left of the word Footer Select Foote You can either use the Sample footer or select one that you created from the drop down menu You will have three options about where to display your footer e All pages Includes Cover amp Closing Pages Select Footer 88 e All pages EXCEPT the first page if you have a cover page Sample Footer El that will be the first page e All pages EXCEPT the last All Pages Includes Cover amp Closing Pages page if you have a closing page that will be the last page Cancel Select Closing Page You have the option to show a closing page as the last page of your presentation To add a closing page check the box to the left of the word Cover Page T Closing Page Select Closing Page
40. em or delete them using the respective link For presentations you can click on Presentation in the Type column to view the Presentation Quick View window You can also use the Select Action dropdown to Edit Send View as PDF or Delete the presentation For products you can hover on the type link to see the thumbnail image of the product or click on the type link to access the Quick View You can also use the Action Items to View or Delete the product 05 02 2011 12 06 Phi View Delete 05 0282011 12 06 Phi View Delete 08 0212011 12 09 PM select Action 05 0 22011 12 06 Phi View Delete ESP Web Projects 48 Products Toolbar The Products Toolbar in the Projects area includes View Clipboard and Select Action EY Searches y O Projects Presentations v EN Community v Tools v B Help v G N B O Projects View Clipboard 5 Select Action Co e RI R My Projects My Projects For information on how to use the clipboard please refer to Chapter 4 Using the Clipboard The Select Action menu enables you to add marked products to the Clipboard or use marked products to create a new presentation You can also cut copy and paste folders as well as delete products presentations or folders Chapter 7 Preferred Suppliers In ESP Web you can set up preferred suppliers Products results from Suppliers who are marked as preferred will appear first in search results Ranking Preferred Suppliers can be done in
41. ename b Supplier Rating b State Province b Region Country b Rush Service b Canadian Friendly b Canadian Priced b New Products b Confirmed Products b Image Only b Price Only b Made in USA b Full Color Process b Personalization f Sold Unimprinted Open the field by clicking on the triangle next to the field Clicking a narrow results topic will open the subset of the field below it As you can see with color the subsets are not specific are grouped by shade To narrow the results further click on the shades in this example blue shades Clicking on blue shades will open the different subsets of blue within the search Narrow Results b Category b Price Color White Shades Green shades Red Shades Yellow Shades Orange Shades Purple Shades Brown Shades Multicolor Shades Gray Shades Pink Shades Metallic Color Shades Black Shades See Less b Material b Size If you have narrowed the criteria too deeply you are able to remove some of your search by uncheck the box in Clicking on a type of blue will narrow the results down to a specific shade This way you do not have to match what the supplier has called the color navy navy blue dark blue you have access to all products in that color field Y Color Blue 7601 Light Blue 144 Dark Blue Teal Royal Navy Bright Blue ee Less Note when selecting any narrowing result criteria the actual
42. ent Tuned By Steve Draft Presentations Note If you delete a folder any subfolders presentations and products saved in that project folder will also be deleted Copying and Pasting Folders Y ou can copy and paste folders and subfolders in the Projects To copy a folder click on the folder and then click on the copy icon Next click on folder you would like to paste the copied folder into For example if you wanted to copy First National Bank you would click on the folder and then click on the Copy link Next you would click on My Projects and then click the Paste link 42 Projects Projects Projects Projects Projects New Copy Paste Delete New Copy Paste Delete New Copy Paste Delete New New Copy Paste Delete My Projects My Projects My Projects My Projects My Projects First National Bank First National Bank First National Bank First National Bank First National Bank Mugs Mugs Sample Client Sample Client Sample Client Sample Client Sample Client Draft Presentations Draft Presentations Copy of First National B Draft Presentations Draft Presentations Draft Presentations Click where to Click on Folder Click Copy paste folder Click Paste Folder is copied Note If you copy a folder that has subfolders the subfolders will be copied as well Properties The properties frame lets you modify and or add information for a folder and a customer In the Properties the Project Name is th
43. ents then your information will be given to the supplier so that they can write an accurate response After seven business days whether the supplier has responded or not the comments will be posted in ESP When you are finished rating the supplier and adding any comments click on the Submit button at the bottom Your Information Your Name Jennifer Shinberg ASI 125724 Date 7 27 2011 Hii Company AS Distributors E mail imannino12 asicentral com Rate Your Experiences Here OS upplier ASI Number 42424 Supplier Name Bullet Number of Transactions po 4 5 Not 300d Excellent Applicable Category Definitions Overall Satisfaction Product Quality Communications Delivery Imprinting Personalization Problem Resolution optional Additional Comments 150 character limit hereby certify that the entry made represents a legitimate transaction between my company and the supplier and that any statements make are to the best of my knowledge accurate ESP Web Supplier Performance Rating The Preferred Notes tab is where you can assign a supplier as a preferred vendor and enter additional information such as special pricing and notes For more information on how to create and manage preferred suppliers please view Chapter 7 Preferred Suppliers In the Safety amp Compliance tab suppliers are able to upload PDF documents or links to webpages You can click on these links to view the information Suppliers can upl
44. ge will refresh to show your choice summary View Tile View items per Page Sort By Default 25 Default Mug Price Low to High ee ee Price High to Low List Price 12 500 00 3 Net Cost Cast Low to High Stainless Steel Tumbler with plastic liner and rhinestone df Gost High to Low Not dishwasher safe Hand wash only Profit as1 55555 ESP Training Company pepe a a te te te fr tr 1 Supplier Name Supplier Rating Travel Mug Preferred Rank Canadian Suppliers List Price 12 600 00 4 Net Cost 12 5170 00 Product ae Product Number Confirmed Product asi 55555 ESP Training Company Mew Product Add to Clipboard Gripper Tumbler Colored Plastic and Stainless Steel Boo ESP Web Product Summary View Summary View shows a thumbnail of the item list price net cost supplier information product name and a summary of the item You can hover on the thumbnail to view a larger image as well as access the Quick View You can also click on the product name or product number to access the Details View If the item is a new product meaning it is either new to the supplier or new to the industry for six months or less it will have the New flag If the supplier has confirmed their product data as accurate the Confirmed Logo will be shown You can also add the product to the Clipboard by clicking on the Add to Clipboard link Click to access the Details View List Price with Discount Code and Net Cost USB Flash D
45. he top 20 distributor Product searches Product Advanced Search Top Searches Mange My Saved Searches Opens a pop up Manage My Saved Search window that allows you to manage your saved Top Sellers searches Top Sellers Displays categories from the top Event Planner selling vendor Event Planner Displays different types of events and provides product ideas for those occasions Projects My Projects opens the Projects page Presentations Open Current Presentation enables you to access a presentation you are currently working on Presentations My Last 20 Presentations lets you select from a list of the 20 most recent presentations you have Open Current Presentation created My Last 20 Presentations P Create New Presentation allows you create a new presentation Create Mew Presentation Tools Submit Feedback allows you to submit feedback to ASI by allowing you to send an e mail to support asicentral com Tools Y Preferences is an area where you can set up default submit Feedback preferences for ESP Web Rate a Supplier enables you to search for a supplier and Preferences then rate them rate a Supplier Preferences There are four tabs in the Preferences area View Presentations Preferred Suppliers and Send Product Detail Page In the View tab you can establish how you would like your search results to appear There are three options Show Net Cost Controls the display of Net
46. he words Exact Phrase and Exclude these words The ALL of the words is a logical AND search meaning that all the words that are searched must be in the product s details For example if you entered C handle ceramic blue mug every product in the search results would need to have all those search terms in its details The ANY of the words search which is a do logical OR search meaning that any of the words that are searched could be in the product s details For example if your ANY of the words ORK ANY of the wards OR customer said that the mug could be either ceramic or stoneware you can type both keywords in the ANY of the words box Exclude these words Excludethesewords The results will contain products that are Reset Seah either ceramic or stoneware ALL of the words ANDY Al ofthe wordstA NC Exact Phrase Exact Phrase The Exact Phrase search enables you to enter a series of words in this box that will result in items that include these specific keywords in this order A great example is Free Set Up When you search using Free Set Up each of the results will include the phrase free set up on their product detail page The Exclude these words will enable you to enter words which you want excluded from the search results 11 Note Exclude these words only work with the All and the Any of the words search For convenience there is a search button directly below the keyword search bo
47. ility to set defaults for your presentations You can select a default template for your presentations You can select from four templates 1 Product Per Page 1 Product Per Page Large 2 Products Per Page and 3 Products Per Page Preferences Y ou can also select to have a default Cover Page Header Presentations Preferred Suppliers Send Product Detail Footer and or Closing Page on choose dera presentation template 4 7 roduct Per Page y your presentations By clicking a Always include a Cover Page when create a new presentation on the checkbox next to the ae ee ee Always include a Header when I create a new presentation option you can select to have 7 that feature automatically Select Header inserted in to all the presentations Se you create Any Cover Page a Always include a Footer when create a new presentation Select Footer Header Footer or Closing Page you create in the Layouts area All Pages Includes Cover Closing Pages C Always include a Closing Page when I create a new presentation will be available for selection TNE here in the Preferences To learn how to create Cover Pages Headers Footers and Closing Pages please review the Layouts section Note If you do set presentation defaults you are still able to change them on the fly 7 In the Preferred Suppliers tab you can create the custom levels for your preferred suppliers Preferences Here you Can assign a name to View Pre
48. ime has its own price grid This enables you to quickly and easily see the different in price for 7 working days and 3 working days T Price s Production Time 7 working days Quantity 150 250 500 1 000 2 500 List Price 75 1 68 1 57 1 54 1 43 Net Cost 1 05 1 008 0 42 0 9 24 40 556 Profit 0 70 0 67 0 63 0 62 0 57 Price Includes a one color one position screen imprint or one position laser engraved Add to Shopping Cart 5R Price subjectto change without notice please verify with supplier Production Time 3 working days Quantity 150 250 500 1 000 2 500 List Price 2 07 1 98 1 85 1 82 1 69 Net Cost 41 242 61 158 41 11 41 092 1 014 Profit 0 83 0 79 0 74 0 73 0 68 Price Includes a one color one position screen imprint or one position laser engraved Add to Shopping Cart 5R Price subjectto change without notice please verify with supplier You can also use the Configure area to specify for which option a y Your Selected Criteria you would like to view information Clear All In the previous example to view only information for 7 working days you can click on that option in the Configure area The Configure Product menu will float with you as you scroll gt ERE Laser Engraving meaning it will always be in the same place on the left dan Configure Product 19Ur Y Production Ti After configuring the product all information that is not related ek working days
49. information about the supplier including company contacts linename s demographic information ratings and references are listed in this view There is also a View Products button which enables you view all of the supplier s 22 products in a single click The Check Inventory button is an additional service suppliers can choose to have It is an additional charge therefore it may not be available for all suppliers Detail Ratings Safety amp Compliance Preferred Notes asi 42424 Preferred Bullet Linename s Bullet Line Ri View Products Contact Information Performance Ratings Office Hours 8 00 8 00 Check Inventory Rating Reports Trans Toll Free 800 749 7367 click here to view Phone 305 623 9223 Overall wrtii 144 887 Fax S00 920 9223 877 987 0428 Orders Fax 800 920 9223 Quality tr te tr rt 134 625 E mail infogibulletine carn Orders E mail orders bulletline cam Communication tr te dr tr 133 824 Artwork E mail artdeptmbulletline com Web https bulletline corn Delivery tr te dr dr Y 134 925 Mailing Address 7 PO Box 644429 Froblem Resolution tr te r a7 607 Pittsburgh PA 15264 4429 imprint wirit 126 803 Delivery Address 15359 M1 Sth Ave Read Distributor Comments Miami FL 33169 5607 Rate This Supplier Secondary Address MIR independent Distributor References Multiline Representatives ESP Web Supplier Detail View Additional supplier information available in the
50. lick to access the Quick View List Price 100 2 90 Clicking on the Supplier s red ASI number will open the Supplier asi 88060 Quick View Add to Clipboard You can also click on the Add to Clipboard link to add the Product of the Day directly to your Clipboard The Quick Navigation menu provides quick links to features Quick Navigation Find Products lia Y Find Products Advanced Search Advanced Search Find Suppliers Y Find Suppliers Advanced Search Advanced Search Education Y Education ASI Education Industry Education ASI Education m Training Videos Training Videos Community Y Community Tim Andrews Blog Tim Andrews Blog ASI Social Network ASI Social Network ASI Facebook ASI Facebook ASI YouTube ASI YouTube ASI Twitter ASI Twitter ASI Company T ASI Compan aii ASI Central ASI Central ASI Store For purchasing ASI services ASI Store Y Administration Administration ASI Online Account Manager managing your ASI Online Account Manager ASI Company Account The Products Menu on the ESP Web Homepage is present throughout searching in ESP Web and provides you with access to the Clipboard If you are also using ESP Orders the Shopping Cart will also be available on this menu Clipboard 0 Y Shopping Cart 0 Y ESP Web Homepage Products Menu The Top Sellers section provides you with quick access to a top selling supplier By hovering on an ASI number you can see a preview
51. n As Showing additional data fields may require more space on the presentation page and could cause product data to run offthe page If you have made changes on the presentation turning off hiding a specific data field will noterase your changes from the menu The Product Data Fields window will open 2 Products Per Page Product M Tradename l Net Cost M Price Includes T Product Options M Product Image Product Name M Description The data field contains the list of all the data fields available To show a data field click in the box next to it To hide a field make sure there is no check in the box next to it You can also click on Cancel if you do not want to make changes or you clicked into this box by accident If you have made changes on the presentation turning off hiding a specific data field T Product Number M Quantity Price Product Attributes M Material Iv Shape M Color MV Size Imprint Information M ImprintMethod Imprint Size I Additional ColorsiLocations I Imprint Coloris Imprint Optionts Shipping and Additional Information will not erase you changes If you are FOB Point IV Packaging M Product Safety Warnings E i 7 Y Shipping Weight Made in USA Production Time satisfied with your selections click the Apply button at the bottom for your Cancel Apply changes to take effect Note Showing additional data fields may require more space on the presentation page
52. nimenenesoeens 34 FOOL TEE eats ltrs ta asad aloe encanto ame nc canara to Seana un etna nave eect 37 A eRe ee ee ee ce en eee eee ee ee ee 37 Presentation Toolbar ria a Aids 39 A 40 SEMA A e 40 A AO 41 Creating and Naming Folders un A gens E 41 Delete PolderSnis isa 42 Copy ine and Pasiune Pol IE E 42 Open acido pala 43 Adan A CUSTOM OT sE ASS 43 Sear NS IE Ol A E E T 47 Products Lon Dart E E eee 49 Chapter 7 Prelcrred SUD PILES aran aida iia 49 Prelorred Pricing and Notes narices naan E ASEE a A 5I Chapters The Eventual A nA 32 Chapter 1 Login Dashboard To get started with ESP Web go to http espweb asicentral com and log into ESP Web with your ASI Number Username and Password Sign in with your ESP Web p information Username Oooo If you have not created an ESP Web account please contact ASI Password Product Support at 800 546 1350 rompt 2 or email m Remember ASI Username P P support asicentral com Need Assistance For login Forgot Wy Username assistance Forgot Wy Password Password Hint You will be brought to the Dashboard The Dashboard provides quick links into different features of both ESP Web and ESP Orders There are several features on the Dashboard which can help you navigate to different functions of ESP Web Set As Startup start program with ESP Web bypass the Dashboard page Submit Feedback Application Quick Links 1 1 0 Click to go to page Product Advanced Search
53. o copy highlight the link right click select Copy then open your email and in the blank HTML Link body section click Paste hit stage espweb asicentral coml f5d9416 I36d 4807 Sad2 886fhdes1 bea aspx When your customer receives the email they will click on the link to view your presentation in the file type you selected Chapter 6 Projects One of the great added benefits of ESP is your ability to manage your clients and their projects from any computer PC or Mac with an internet connection This means you can respond faster than ever to customer requests and work from just about anywhere ESP Projects is similar to an electronic filing cabinet where you store your customer s folders products and presentations To access ESP Projects click on the Projects Button on the Application Toolbar Creating and Naming Folders When you first access this area you will see the default folders My Projects and Draft Presentations Searches F Projects Presentations 7 Tools Y Help Projects Clipboard 5 F Select Action Mew Copy Paste Delete My Projects Project Folder My Projects ESP Web Projects 41 To add a new folder click on the New link You will see the name of the new folder is highlighted in green In the Properties section just type in the new name in the Project Name box and click on the Save button Projects Clipboard 5 Y Select Action Y Jew Copy Paste Delete My Projects Pr
54. oad documents or link to sites that detail compliance with safety protocols This information will be available for distributors to access when you are searching in ESP Web Detail Ratings safety Compliance Preferred Notes asi 42424 Bullet Linename s Bullet Line E Documents Web Pages social Compliance statement social Compliance statement ESP Web Supplier Detail Safety amp Compliance Tab Note Safety amp Compliance documentation is provided by the Supplier Any questions or clarification on the Safety amp Compliance standards should be directed to the supplier 24 Chapter 4 Using the Clipboard The clipboard is a place that stores your product selections for your customers while working in ESP Web Items can be added to the clipboard one at a time by clicking on the Add to Clipboard link from the Summary Tile Quick or Details view You can also add multiple items at a time by marking products and them clicking on Marked Items button USB Flash Drive TET x ji List Price 100 300 00 F Net Cost 100 190 00 YOU can securely Upload your important data to these PC and Mac compatible flash drives available in 512MB 1GB and 2GE With the optional keychain attachment itis 245155555 ESP Training Company Pete te tr Summary View Add to Clipboard Stainless s Stainless s C Travel Mug Mug AWTCH Wa y gt amm U Wii List Price List Price
55. oard Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard 2300 Gilda 768000 T S gt 923 T Shirt 2600 T Shirt 7 PC55 Port Z a 4 LN EM List Price List Price List Price List Price List Price 1049 04 Py J6 fe 5 45 F J6 me 5 50 Pi 36 fe o 62 Pi 1 5 70 Ph asi 84863 asi 40788 asi 40788 asi 40788 asi B4263 sanMar Bodek and Rhodes Bodek and Rhodes Bodek and Rhodes sanMar Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard Product Tile View 64000 Tsh 71701 Shirt f7 G8400 T S 7 363 T Shirt ttt i Just as in Summary View you can still view a larger image and the Quick View by hovering over the thumbnail image Summary View Tile View 1 2 33 4 64000 T sh 64000 T sh P Click to access Detail View EE List Price Fy a Hover on the thumbnail 36 5 92 P AG i 1 2 for a larger image or to asv40788 access the Quick View Bodek and Rhodes Add to Clipboard E 4 LR HHE SESS List Price First Column Price with 36 5 92 P Discount Code asi 40788 5m Supplier s ASI Number List Price Bodek and Rhodes and Mame dl alii Add to Clipboard Add itern to the Clipboard asi P4863 SanMar Bodek PTI A m CHL ra Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard Add to Clipboard ESP Web Tile View Breakdown of Features 15 You will see the first column of the list price
56. of a product from that supplier Clicking on the ASI number will display those products in the Summary View Top Sellers iBey Berk Internati asi 40445 ESP Web Homepage Top Sellers Section The Event Planner is a sales generating tool to help you create more business develop ideas and impress your clients For more information on the Event Planner please refer to Chapter 8 The Event Planner in this manual The Counselor Top News from The Voice of The Industry area contains links to articles from our award winning publication To read a news item click on the heading that you would like to read The links show in blue and the date it was published displays next to it The links will take you to www asicentral com where the news item is located Counselor Top News from The Voice of The Industry Report Marketers To Spend More In 2011 11262011 Distributor Revenues Increase 5 9 In 2 1 26 2011 Mobile Apps Improve Business Productivity 119201 1 Court Upholds Plastic Bag Ban 1119120117 Obituare Jerry Fine Founder Of Neil Enterprises Inc 21142011 Hit And Teris Tumbler In Legal Dispute 71412011 Workflowlne Mames Mew CEO 7114 2011 CPSC Enacts New Regulations On Children s Apparel 71122011 Chapter 3 Searching Searching in ESP Web uses guided navigation Guided navigation means you can type in one or more keywords and then use the menu to the left to narrow down your results There are two main
57. oft rubber trim Headphone and OC jacks bing antenna Dual powered with option to use wind up lever for builtin ESP Web Product Summary View Supplier Motes The Event Planner can help generate higher sales develop new ideas and impress your clients It contains sets of products that you can browse when looking for ideas These sets are event or idea oriented covering major distributor programs like golf outings safety initiatives and school programs Program ideas and advice from ASI s magazine editors are provided with each event All of the items in the Event Planner are available on the ESP Web Homepage To select one click on the Thumbnail image Event Planner a Rush Ship Products o C Techno Trade Show g2 re Sports Bar Restaurant J i i a4 Tradeshow a Company Picnic Hew Product Showcase Spirt Squad Program El e Sales Incentive Program A Employee Recognition Health amp Fitness Fair 5 Clearance Specials Employee Wellness Sports Team Program Holiday Gift i Golf Tournament Flu Prevention Campus Store e Eco Friendly School Fundraiser de Incentive Trip ESP Web Homepage Event Planner gatt 0 EE wy ETE Real Estate Program of High End Gif
58. oject Folder New 7 29 2011 8 42 25 AM New 7 29 2011 8 42 25 Draft Presentations Y Properties Project Name Customer Name 4 Click on New Sample Client Enter or Select Customer Edit Customer Add New Customer 2 Type a name in the Due Date Project Notes Project Name box abuse cous iaa Y 3 Click Save ESP Web Projects Creating a new folder After clicking on the Save button the name of the folder will be updated in the Projects list Renaming a folder follows a very similar process Just click on the folder name you would like to change type the new name in Project Name box and click on the Save button Projects To add a sub folder to an existing folder click on the folder you would like to which you would like to create New Copy Paste Delete the sub folder Once you see the folder turn green and My Projects become underlined click on the New link Then just Sample Client follow the same steps as adding a new folder Draft Presentations Deleting Folders If you no longer need a project folder or subfolder the process to remove them from your projects is very easy Click on the folder or subfolder you would like to delete Projects then click on the delete link You will receive a notification asking you Are you sure you want to delete nee eee PA this item Click on OK to finish deleting or click My Projects Cancel to not delete the folder First National Bank sample Cli
59. ome in Duffel Banaka Inc r 11 150 4 460 bys Digital Photo 3 Pre Awareness Mailing Frame Manetes 6 600 1 980 First find a unique item to send to a A _k dh Jackets Dri Duck Traders Inc 39 000 19 500 50 community members E Tee Shirt Anvil Knitwear Inc 13 900 6 950 beforehand alerting thern to the You can create a presentation A ee A A UL place date and time of the event Total 91 268 Biodegradable highlighters very easily from the planner Click here to Create a Presentation Using These 15 Products e seony ene Click the link at the bottom or the Send to Presentation button in upper right hand corner and the presentation will open The Event Planner covers major distributor programs like golf outings safety initiatives and school programs Events are created in one click and easily modified with additional products It also includes program ideas and advice from ASI s magazine editors Additionally there are three price tiers available for each event to meet the budget of every client For further assistance please contact ASI Product Support 800 546 1350 prompt 2 or email support asicentral com 53
60. ork very similarly to Microsoft Word Below is a chart of each icon on the toolbar and its function Spell check is built into the program Layouts F D o D h Font Name gt Fonts Fonts v IA BT U E BS 5 JUndo FontName v Font Name EJRight Align Redo Font Size 5 Center Align sai Font Color S Left Align Copy t Background Color E Ada A Line ds B Bola Position Tool z Jitalic image Manager U JUnderline S Print Presentation Layouts Toolbar Explanation of Icons 29 Header The Header is used to brand your presentation with your company logo We do provide you with a sample Header The sample header can be modified using the Templates toolbar We recommend you create your custom header from our template Just make the changes you want then just rename the template then click on the Save As button Sample Header Customize Layouts Cover Tr De of a iy Font Name v FntS FA A B 7 U General Text Cover Opportunity cover ae _ Company L o Company Address ur Conversation Cover sl p y og Company City State Zip riyname mycompany com Mele Merma Add New Header Sample Header Add New Layouts Sample Header Just like with the cover letter you can use the toolbar to modify your header including uploading your own logo image and positioning it To upload your own image click on the image manager icon The Presentation Image Manager box will open This
61. pany and also about the individual customer M Customer is Active Delete Print Address Info Additional Info Payment Info Order History Company Contact Phone E mail Fax Phone Mobile Bill To Address Ship To Address Add New Add New Ship To H m Default Shipping Address Cancel ESP Web Projects Customer Detail Address Info tab In the Address Info area you have the option to enter data in any of these fields Company Contact e Company Name e Contact s first name e Parent Company e Middle Initial e Phone e Last Name e E mail e Title e Fax e E mail e Branch Division e Phone e Bill To e Mobile e Ship To Address Bill To To enter a Bill To information in the Bill To section click on the Add New button There are three lines available for address o information Type the client s Bill To gt information in these boxes Address Notes Then select a country from the dropdown Next type in the city or town in the City box Select a State Province from the dropdown and type in the zip code Cancel 44 There is also an Address Notes box where you can type in notes about this client s Bill To address When you are finished entering information click on Save To enter Ship To addresses click on Add New in the Ship To area There are three lines available for address information Type the client s Ship To information in these boxes Then select a country from the dro
62. pdown Next type in the city or town in the City box Select a State Province from the dropdown and type in the zip code There is also an Address Notes box where you can type in notes about this client s Ship To address Because you can have more than one Ship To sites you can check the Default Shipping Address to specify one location as the main Ship To address When you are finished entering information click on Save Note If the Bill To and the Ship to address are the same simply click the Copy button Bill To Address Ship To Address Edit Add New 4800 Street R oa d Ship To Trevose PA 19053 United States zli T Default S hipping Address You can edit Bill To and Ship To information by clicking on the Edit button Click on save if you do not need to enter further information If you do want to add more information click into the next tab Additional info The next tab in the Customer Detail area is the Additional Info tab In this section you can assign the sales representative from your company to this customer Use the drop down list to select the name of the representative you would like to assign Address Info Additional Info Payment Info Order History Sales Representative Shipping Information Sales Representative Shipping Method Phone Account No Mobile Shipping Instructions E mail Notes Date Stamp Cancel ESP Web Projects Customer Detail Address Info
63. rch Remember supplier search is for searching supplier s information like their linenames and tradenames not for searching products Quick Search i fd OS Product Search AMET Advanced Search gt Product Search My Saved Searches Y My Recent Searches Y Top20 Searches y ENJUIERERI ESP Web Quick Search Bar Enter either ASI Supplier Name Line Name Country State City or Zip or a combination of these items and click on the Search button Supplier Advanced Search Supplier Advanced Search lets you search for a supplier by their location contact information rating and even preferred supplier rank You can a use each one of these search E Canadian Friendy Suppliers options individually or you can ES combine them Supplier Advanced Search State Province wi Zip F Phone Fax or E mail For example if you wanted to Supplier Rating search for all the five star suppliers over aa in Pennsylvania you could select Preferred Suppliers PA in the State Province prefer dropdown box and then click on Si the number of stars in this DAN I Preferred5 example five and then click on Search Reset Search Viewing Your Supplier Search Results Supplier information can be viewed from the Product Search Clicking on the red Supplier ASI number from the Summary Tile or Product Detail view will open the Supplier Quick View y di Linename s Jetline Supplier Quick View Contact Inform
64. ren Pl ar 6508 99068 Phone Wount Vernon MY 10550 4550 664 752 1417 Fax http iaw jetlineprormo corn ordersiajetlineprorno corr View Ratings Rate This Supplies Full Details ESP Web Supplier Summary View The three buttons that are on the Supplier Summary view are e View Ratings which enables you to view the ratings of other distributors e Rate This Supplier which is where you can rate this supplier for yourself e Full Details which displays all known information about this supplier Supplier List View The Supplier List view displays the Supplier ASI number Supplier Name phone number email address and overall rating Summary View List View lt lt lt 6 7 38 9 10 gt gt gt Items per Page 25 Sort By Default Supplier Phone Toll Free E mail Overall Rating Actions 31840 AdcoLithoLineInc 800 875 2326 arworkimadcol tr t ttm Rate Details 31940 AddVenture Produc 858 587 0061 infa addv com Wr tir tr tr f 1 Rate Details 31966 Adidea 310 782 3799 adidea sbcgl Yr wr wr r a Rate Details ESP Web Supplier List View There are two actions you can take in this area e Rate which is where you can rate this supplier for yourself e Details which displays all known information about this supplier Supplier Detail View The Supplier Detail view defaults to the Detail tab This view also contains the Ratings Preferred Notes and Safety amp Compliance tabs In the Detail tab all
65. rive ae j ica R Cost 5 New Logo TE l List Price 100 50 00 R Net Cost 100 30 00 Confirmed Logo You can securely upload your important data to the PC and Mac flash drives available 512MB 16GB and 25B asi 55555 ESP Training Company Mot Rated Add to Clipboard Hover to access Product Summary and Add Product to the Clipboard Quick View button Supplier Information and large image ESP Web Summary View Breakdown of Features 13 The Summary View provides several Swivel Flash Drive options for viewing more information List Price 12 300 00 R Net Cost 12 180 00 b t it You can securely upload your important data to these Fi about an item flash drives available in 1GB and 2 GB With the option Hovering over the thumbnail for example will open a larger image Clicking anywhere on the large image will bring you into the Details View for that product Additionally hovering over the thumbnail will displays the Quick View button Clicking on the Quick View button will launch the Quick View Product Quick View To access the Product Quick View hover on the thumbnail image Then click on the Quick View button Quick View Quick View asi 55555 Not Rated Lao ESP Training Company In the Quick View you will see wie Linename s N A Production Time 6 working days 2 Y Phone 800 555 1212 e Supplier Information Email N A Web N A e Product Number and Name Swivel Flash Drive
66. sentations Preferred Suppliers Send Product Detail each of the Preferred Suppliers you want to rank Rank 1 is the highest Preferred Preferred Preferred3 Preferred4 Note This section may not be dill available if your company has a corporate administrator for maintaining the preferred supplier list Preferreds For further information on how to set up Preferred Suppliers please refer Chapter Seven Preferred Suppliers In the Send Product Detail tab you can add your Company Logo to the top of the Product Detail page s You will need to be the company administrator to perform this action Help FAQ s Takes you to ESP Web s interactive help page Help Y License Agreement Enables you to access the license agreement you signed when you first logged into ESP FAQS Web License Agreement Homepage Sections The ESP Web Homepage contains several features Product of the Day Quick Navigation Menu Product Menu Top Sellers Event Planner Counselor News Community and Resource Links The Product of the Day is a sponsored product from an ASI Supplier PASTIRA E that will appear on the ESP Web Homepage There will be a different Walet product each day Clicking on the Product Name in the example to the right Wallet you will be able to access the Details View Hovering on the thumbnail will generate a larger image and the Quick View button where you can c
67. t Month e Within The Last Week within The Past Year e Past Month Specify Dates e Within the Past Year e Specify Dates you can type these dates in or use the calendar icon to click on the dates You can search using only one criterion or you can combine Reset Search criteria 47 If you need to start over click on the Reset button Your results will display Folders Products or Presentations Any of the headers Name Type Date and Location can be clicked on and the results will be shown ascending alpha numeric order then if you click again they will be in descending alpha numeric order The location links will bring you to that particular section in the projects so that you can use the action items Search Results Search Click on Heading to Sort Show 10 entries Name Type Date Location Mugs Folder 071292011 09 37 An hy ProjectsiFirst Mational Bank Mugs Folder 071292011 09 46 Ahl hy Projectsisample Client Mugs Presentation 071292011 09 38 AN hy ProjectsiFirst Mational Bank Mugs Presentation 011292011 09 46 AM hy Projectsisample Clientiiugs Click on link to go to the exact location showing 1 to 4 of4 entries Projects Search Results Window There are three types of results Product Presentation and Folder For each type there are actions available For folders you can click on Folder in the Type column to display the properties of that folder You can also use that Action section open th
68. t Template ane Product Below the preview of the template FF Product image i tradename ee there is the Product section which mich mien ie Lo displays all the possible data fields Product Attributes Each template has default fields to A material M Shape iai M size display in order to prevent product ds information from running off the page A The checked data fields here are only to Shipping and Additional Information show what information is a default for ME rob Point M Packaging Z Product Safety Warnings 7 Shipping Weight Vv Made in USA A Make this my default template Cancal Apply the template While you cannot select fields here you can select fields on the fly in your presentation You can also choose to make a template your default by checking the Make this my default template box in the bottom left corner Click on the Apply button when you are finished Cover page You have the option to show a cover page as the first page of your presentation To add a cover page check the box to the left F Cover Page of the words cover page You can either use the Sample cover Select Cover Page page or one that you created Header You have the option to show a header at the top of the pages of your presentations To add a header check the box to the left of the word Header Header You can either use the Sample header or select one that you created from the drop down menu Select Header You will ha
69. the preferences area To access the preferences click on Tools and then click on Preferences In the Preferences area click on the Preferred Suppliers tab Preferences View Presentations Preferred Suppliers Send Product Detail Rank 1 Preferred Rank 2 Preferred Rank 3 Preferred Rank 4 Preferred4 Rank 5 Preferred In this area there are five rankings of preferred suppliers which can be set up These ranks are defaulted to Preferred1 through Preferred5 but you can rename the ranks anything you want For example if you wanted to have Gold Silver Bronze Special Offers and Notes just type these ranks in the boxes and click on Save 49 Note For former ESP Online users if you had preferred suppliers set up in ESP Online they can be imported but only one time To use the one time importing tool under Tools click on the Import Preferred Suppliers After creating custom rank names you need to add suppliers to these ranks To do this you will need to get to the supplier detail page Though there are several ways to access the supplier detail page the most straightforward way to 1s to do a supplier search For help searching with using the Supplier search please refer to Chapter 3 Searching After searching for the supplier click on the View Details button from the summary view the same process applies if you are in tile view Summary View List View 1 tems per Page 25
70. tive in ESP Web 50 Preferred Pricing and Notes If you receive special pricing from a supplier you can set this up in ESP Web On the Preferred Suppliers page there is a section for Preferred Pricing Preferred Price Y Apply the following discountto Net Cost y Minus Fixed Percent Y Next Quantity Pricing NQP The first step 1s to click into the checkbox next to End Quantity Pricing EGP Apply the following discount to and then use the NaP Minus Fixed Percent juw dropdown to select Net Cost or List Price peel ale Other Special Pricing Then click on the radio button next to the field that reflects the special pricing you are receiving Each dropdown box has two options Minus Fixed Percent or Plus Fixed Percent Exceptions or Notes about Preferred Pricing If the special pricing you are receiving does not fit into the given choices click in the radio button next to Other Special Pricing and type in what your individual pricing entails The Exceptions or Notes about Preferred Pricing is an open text box where you can type any information you need about your pricing For example exceptions or note could include EQP good until 9 2011 ae My Notes Share My Notes Note Profit is calculated on Preferred Price instead of Net Cost and preferred prices are displayed on price grids In addition to setting up preferred pricing you can Shared Notes
71. ts Fan Appreciation Program A Breast Cancer Walk 52 There is an audio video in upper mer right corner with the steps listed Eco Friendly Send to Presentation Q below Three price tiers are AA AAA available to meet the budget of men fi every client amaa a a a Company Name Price Code Oty Total Profit There are 3 tabs with Least a a al Te Costly Mid range and High End UM Sv meer mi cet cera Seen ie items If you mouse over the eco mindedness and et the community know about it help N gt Bagworld i 1 595 your clients hosted eco awareness Y Calibre International events Earth Day April 22 f h d h aoler LLC r 1 345 www earthday net would be the picture of the products they open skipa as sn perfect me fr such an ao but Grocery Tote Kool Pak r 398 any day is a good day to honor and respect our planet Of course they 1n r r t ind Al will need plenty of giveaways that a a ge pop ou W OW SO n The Ba are eco friendly meaning they je Li Eco Lips Inc r 550 not only have eco friendly material b 7 de Notepads rummond Printing Inc 2 485 or don t rmful gases or there 1S a price range listed wit Pi uepre Resnbved 55325 chemicals but also promote iodegradable activities which keeps our Earth Bottle plates na r 3525 green These giveaways will also attract attendance and raise awareness and thats where you the products a as e c
72. ts Fi Stainless s M Stainless st Clear all marked products After selecting Add marked items to Clipboard you can then manage them on the Clipboard Click on the Clipboard button where you will see all of the items which have been added Newly added items will show after previously added items You may need to use the scrollbar along the bottom of the products to view all the items on the clipboard 26 Clipboard 5 F Marked tems V Create Presentation Shopping Cart 0 Y Clipboard Select Action Y E Travel Muy C USE Flash Dr C Stainless ste C Stainless ste O Mui gt e wn A U ESP Training C ESP Training C ESP Training C ESP Training C ESP Train 12 600 00 cy 100 2 300 00 R 100 2 900 00 F 100 2 800 00 Py 12 500 0 ESP Web Clipboard Once items are on the clipboard you have several options on what to do with them Please note that you need to mark the items you want to work with on the clipboard otherwise the only option you will have available under the Select Action button is to Select All The Select Action button for the Clipboard is located in the upper right hand corner of the View Clipboard window Clipboard 5 Marked tems V Create Presentation Shopping Cart 0 T Clipboard Select Action Y C Travel Mug E USB Flash Dr E Stainless ste Stainless ste 0 ug E ny A A A M viv U ESP Training ESP Training
73. ve three options about how to display your header Show the Header on all pages All pages EXCEPT the first page if you Select Header have a cover page that will be the first Sample Header page All Fages All pages EXCEPT the last page if you have a closing page that will be the last Cancel Select page Once you have decided where you want your header to show click on the Select button at the bottom and your header will appear on the presentation Products In the Product section of the Customize menu you can make changes to all the products in the presentation at one time by using the Acon mcm Products Actions Y Sieh ca In this menu you can Y Options f AdjustiRecalculate Prices for All Products e Re Arrange Products mil ShowHide Data Fields e Adjust Recalculate Prices for All Products ge ista E e Show Hide Data Fields y E Packaging Plasti Re Arrange Products To move products from one location to another click on the Actions button and select Re Arrange Products from the menu The ESP Web Presentation Rearrange Product window will open In this window you will see the products will be shown in their position on the page 34 Presentation Rearrange Products In this example the four products in the presentation Drag the products to re arrange them on the page are in the 2 Products Per Page template Therefore they are shown in groups of 2 indicating that there Y Se are t
74. wo products on each page To move a product from one page or position to another you can simply drag it and drop it in the desired position Stylus Pen Page 1 5 Position 2 a Page 2 For example to move the first product on Page 2 to A Position 1 now be the second product on Page 1 just click on the ai Page 2 item and drag it to the new position Position 2 You will see a small arrow with an accompanying dotted line indicating where you are aiming to drop CCancet_ si the item Then just drop it Presentation Rearrange Products Presentation Rearrange Products Drag the products to re arrange them on the page Y Stylus Pen Drag the products to re arrange them on the page Automatically all of Y lias the items below where the product A was dropped are fe downward A Pen fi By dragging and l E dropping ve reorganizing products is faster cance swe and easier than ever Gancet Sae The Actions button also enables you to modify the pricing and data fields for every item in the presentation For example if you wanted to give a customer a 10 discount on all items you can do this in just a few clicks First click on the Actions button and select Adjust Recalculate Prices for All Products This will open the Price Calculator window Price Calculator On this new window you can adjust list pricing by a profit margin by clicking in the Adjust Displayed List Prices ra
75. xes and one at the bottom Both will work no matter which search fields you use The Additional Criteria section provides you with more fields to help you search In this section there is a price range search You can search by List Price Net Cost or Profit as well SiMe eb tinct u as Quantity In addition to the price search you Price From Price Tos Quanity _ can use the drop down boxes to search for color material imprint method shape size and theme Price Net Cost Profit This area also provides the ability to search by product number category and tradename Just start typing what you want in these boxes and the application will match the criteria letter for letter There are also search fields for Color Material Imprint Method Shape Size and Theme You can begin typing values in any of these fields to show a menu of available options to include in your search For example if you are looking for a blue shirt you may just want to use the blue shades in the dropdown because the supplier could be calling that shirt Bright Blue Blue Royal Royal Blue Rather than typing each shade in by itself and doing multiple searches you can type Blue Shades to get all shirts that are classified as blue You can search by Supplier ASI Number Supplier Name or Linename You can also put in a standard production time or check the Include Ppler Rating Rush Time box to include

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