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Quick Start User Guide - eDirectGlass

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1. Data Backup amp Integrity Your data is stored in redundancy on company owned maintained equipment in owned leased data centers in 5 geographic areas around the world Your data is backed up every second in this redundancy The data is stored in industry standard SQL data format on a Microsoft based platform that includes Microsoft operating systems NET programming platform and related integrated services amp solutions Upon request your data can be delivered to you should you choose to discontinue the use of eDirectGlass The data will be provided in the form of an ASCII delimited format that can be universally imported in to most applications Privacy Policy Your privacy is a primary concern to us at eDirectGlass This Privacy Policy is intended to explain what eDirectGlass does with information received via our Web site eDirectGlass may update this policy from time to time For each visitor to our web pages our web server automatically recognizes the visitor s domain name and email address where possible We collect the email addresses of those who post messages to any bulletin board on our site and or community the email addresses of those who communicate with us via email aggregate information on what pages visitors access or visit and information volunteered by the visitor such as survey information and or site registrations The information we collect is used for internal review used to improve the content of ou
2. and want to install it click here Install ActiveX Control What s the Risk 9 Click here to install the following Activex control Crystal Smart Viewer for Activex fro Cryst 3 A pop up box may appear asking you to display the webpage again Click on Retry to refresh the page Windows Internet Explorer 1 X display the webpage again Internet Explorer needs En resend the information you ve previously submitted IF vou were making a purchase you should click Cancel to avoid a duplicate transaction Otherwise click Retry to display the webpnagesagain 4 Another pop up box will appear asking you if you want to install the viewer Click on the Install button to begin the installation process Internet Explorer Security Warning Do you want to install this software Mame Crystal Smart viewer For Actives Publisher Crystal Decisions Inc s toe options Ap S Sana While Files From the Internet can be useful this File type can potentially harm your computer Only install software From publishers vou trust What s the risk Page 31 wv Appendix C Installing DBPIX Attachment Plug in NOTE Before you can use the Attachment feature in eDirectGlass you must first configure your computer and Internet Explorer Install the Attachment Plug in 1 When you first click on the button a new browser window will appear asking you to install the dbpix20 ocx plug in
3. 2 A new window will appear with the attachment interface Page 23 eDirectGlass Image Attachment Gee TWAIN Attach Image Dss Close Title Title Description Description Image Right click for more tools and info Use Ctrl and Shift to zoom 3 If you want to scan a document click on the button in the Image Attachment toolbar 4 The Acquire box will appear Select your scanner device from the drop down menu and then click on the Acquire button Follow the instructions on the screen if your scanner prompts you for any additional information Once the scanning is finished click the OK button and the image will appear in the grey attachment window 5 If you want to attach a digital photograph or other images from your hard drive digital camera memory card click on the button 6 The Windows system driver folder will appear Go to the appropriate drive and folder location Select the image you want and click on OK or double click the image The selected image will appear in the grey attachment window LIT Organize BR Views F New Folder Favorite Links Date taken Size Rating Documents Pictures DSCOQ083 DSCOUNB4 DSCO0085 jp 5 00092 J Public LLLA 4 Recently Changed 7 Now you will need to give the Attachment a title and a brief description When you have added both of these click on the button Af
4. View files History Specify how many days Internet Explorer should save the list of websites you have visited Days to keep pages in history 20 C nnd usum 5 In the Internet Options Panel Select the Security tab 6 In the Security window select the Sites button Page 26 7 edirectglass ca and belroncanada com in the Trusted Site list as shown the picture below and then click on the Close button Trusted sites You can add and remove websites from this zone All websites in is zone will use the zone s security settings Add this website to the zone http www aagoffice com Websites etrade com http 192 168 1 102 http crm edirectalass com http edgserver edirectglass com LER RKL I4 cR llc 8 In the Security window select the Trusted Sites icon and then click on the button Internet Options General Security Privacy Content Connections Programs Advanced Internet Local intranet Trusted sites Restricted sites Internet This zone is for Internet websites except those listed in trusted and restricted zones Security level for this zone Custom Custom settings To change the settings dick Custom level To use the recommended settings click Default level Enable Protected Mode requires restarting Internet Explorer Rese
5. 2 Click on the yellow highlighted area and a drop down box will appear Select Install ActiveX Control lo This website wants to install the add on From Ammara Internet Ltd IF vol trust the website and the add on and want to install it x Image Atta Title More information Description Image Right click for more tools and info Use Ctrl and Shift to zoom gl Click here to install the following Actives control dbpisz acx fram Ammara Interet Ltd 3 A pop up box will come up asking you if you want to install the software Click on the Install button to begin the installation process Internet Explorer Security Warning Do you want En install this software Mame dbpixz acx Publisher Ammara Internet Ltd More options While Files From the Internet can be useful this File type can potentially harm vour computer Only install software From publishers you trust what s the risk 4 When the installation is complete you will see the Image Attachment interface screen Page 32 m Appendix D eDirectGlass QuickBooks Setup 1 Download eDirectGlassQB zip from http www edirectglass com downloads eDirectGlassQB zip 2 NOTE If you have QuickBooks open please close it prior to running this file Unzip the files and first run QBXMLRP2Installer exe NOTE f you are upgrading to Internet Explorer 7 and or QuickBooks
6. DQ MISC Sales Glass Domestic Tempered Glass Domestic Tempered DR MISC Sales Glass Domestic Tempered Glass Domestic Tempered DS MISC Sales Glass Domestic Tempered Glass Domestic Tempered DT MISC Sales Glass Flat Glass Y Glass Flat Glass Y anna Daloa You may get a warning message from Internet Explorer regarding the speed of waiting for the Chart of Accounts If you do click No otherwise you may cause a setup issue i Stop running this script A script on this page is causing Internet Explorer to run slowly If it continues to run your computer may become unresponsive 17 Please go through all of our Chart of Account mappings and make sure that every Revenue GL and COGS GL is setup for each PartlD Category etc As you make changes they saved immediately Page 37 18 must go to QuickBooks with your company file open and make the following changes a Go to Edit Preferences and find the Purchases amp Vendors icon Click on this icon b Next click on the Company Preferences Make sure that the Inventory and purchase orders are active check box is active Close the Preferences window when you are finished Preferences Ask a help question Ask How Do I Company Preferences Purchase Orders and Inventor ddr General Cancel Help pi W Warn about duplicate purchas
7. Your shop management software Quick Start User Guide age 1 Table of Contents 2 Ste Mise CUI x DU IUE 3 CS SI SN Soa TET px ose oss sees nee ogy one ss T 3 4 4 m 5 Oise al Ske 1g tele 21 14 1 T ee 7 awek UOTE C A A 8 Create a Quote and Work 9 10 ceded Ca c ORO 10 NAGO Based OO ev soars en 10 12 MV OMIA WHT 13 SCOTS OO EEE EEEE EE EE EEE EEEE EEE EEEE EE 13 OCC AG 13 WAK cheats T 14 Complete a Work Order Convert to nennen nennen nnne nnns 15 WORKING WI eT o NETTE LE 15 How to Create Quick INVOICE usa cuoi oiii opto dete 16 Adjustments and Credit 17 E 17 eeu UT 18 Placing and Managing Vanfax
8. by entering a Glass Part or OEM Part Once you have built the vehicle click on the Show Pars button Glass Part T Part 3 On the next screen select the area of glass you wish to see windshield side vent back etc Before you click on a part item please make sure you have selected the catalogue you wish to check pricing from By default your Retail catalogue is the default search catalogue Once you have selected your catalogue simply click on the part item row you wish to view Page 8 Windshield Solar Coated Door Rear USA Built Solar Coated 35 4 x 59 6 35 4 x 59 6 35 4 x 59 6 948x112 98 11 2 9 8 11 2 9 8 11 2 20 6 x 36 5 20 6 x 36 5 FV21409 Went Right Rear USA Built Solar Coated FV21410 Went Left Rear USA Built Solar Coated FV22089 Vent Right Rear Japan Built Solar Coated FV22090 Went Left Rear Japan Built Solar Coated FD21405 Right Front USA Built Solar Coated FD21406 Door Left Front USA Built Solar Coated FD21407 Door Right Rear USA Built Solar Coated 18 7 x 28 18 7 x 28 4 Now you will see a list of parts that correspond to the main glass item you selected above the Price column any price that is highlighted in blue indicates that the price is from the catalogue you selected otherwise the system displays the current NAGS price 7o build a quick quote simply check off the p
9. nennen 20 MOM BS cosas A 23 My Work 23 Document 5 5 23 Attaching a Document 23 Viewing an Attached Document or 25 Appendix A Configure Internet Explorer for Attachments Orders and QuickBooks 26 Configure the 30 Appendix B Installing Crystal Report 31 Appendix C Installing DBPIX Attachment 32 install the ATACM IMIS NT PUGH s cu ses xr b d t tA lI uet x ti 32 Appendix D eDirectGlass QuickBooks 220 142 6 0 33 Appendix E eDirectGlass Security amp 22 0 0 0 41 Page 2 eDirectGlass Vanshop TSM Quick Start Guide Welcome to the eDirectGlass Vnashop TSM edition As a valued customer we want to make sure you get the most from our system and this quick start guide will get you familiar with the basics System Requirements In order to use eDire
10. you must add them Debit Card VISA MasterCard American Express Discover and Other American Express Payment 1499 Undeposited Fi Debit Card Payment 14992 Undeposited Fi Discover Payment 1499 Undeposited Fi Mastercard Payment 1499 Undeposited Other Payment 1499 Undeposited Fi VISA Payment 1499 Undeposited Page 40 eDirectGla Appendix E eDirectGlass Security amp Privacy Summary eDirectGlass exceeds the industry minimum standards for the safety and protection of your company data on the Internet While most companies lease computer equipment and services eDirectGlass owns 100 of its infrastructure thus enabling the highest level of privacy safety and data security 3 Party Monitoring mmm BUSINESS o VERIFIED PRIVACY MA epee 1 SECURE PROTECTED To ensure eDirectGlass Is in compliance with industry standards and best practices for data security and privacy the company has contracted ControlScan www controlscan com to monitor our network in real time 24 hours a day seven days a week ControlScan is a market leader in e commerce security enabling businesses and consumers to have confidence in a connected world ControlScan helps its customers protect their infrastructure information and interactions by delivering services that address risks to security and compliance Headquartered in Atlanta Georgia ControlScan has customers in over 20 countr
11. 14 After you have clicked on the LUonvet Guete te WO button in the last step the system will take you to the screen You can Schedule the job print the Work Order or convert the Work Order to an Invoice NOTE n order to work with the Schedule system you must have created Technicians in the User Management setup Please refer to the User Management section of this guide to create your technician accounts Schedule a Job 15 To schedule the job select the Mobile check box if the job will be out in the field then select the date you wish to schedule the job for The system will then display the availability grid for the selected date 16 Select a time space under any of the available technicians and the field will be highlighted in yellow Click on the button to insert the job in the schedule Mobile ry Har Completed F Notes Date 07 11 2007 Service Address WO Code History T Warranty E Original Invoice Service Address 17 If the job will be performed in the field you can enter a Service Address where the job will take place To create a Service Address click on the button 18 There are no mandatory fields in the Service Address panel but it is a good idea to fill in as much as you can and enter intuitive notes such as customer requests cross streets etc Once you are done entering this information click on the button The Service Address information will print on the pr
12. 50 00 6 50 Adjustment Total Set invoice status to SUBMITTED F Paid By Insurance Owner Reason Adjustment for previous windshield repair on invoice 21782 from 1 12 2008 4 When you have entered the information click on the Adjust Invoice button 5 he invoice screen will now display and you will see the Remittance box that will contain the adjustment you just made along with an updated total for the invoice ELE Adjustment for previous windshield repair on invoice 21762 from 1 12 2008 56 50 You may also create an Adjustment from the Accounting tab by selecting the button in the Accounting sub menu Once you have clicked on this button search for the invoice you wish to issue an adjustment for and then follow the step 3 above Page 17 UN Credit Memo You can issue a Credit Memo in eDirectGlass for any Invoice that has been submitted To issue a Credit Memo please follow these steps 1 Click on the Accounting tab followed by the button 2 Find the invoice you wish to issue a Credit Memo for 3 Once you click on the invoice you wish to work with the Adjustment Credit memo panel will appear at the bottom of the screen Insurance Claim Invoice No 8581 Paid By Insurance Owner Larry Leadmore 723 53 673 53 Date 01 28 2008 Amount Adjusted Adjust Set invoice status to SUBMITTEDII 4 Click on the box next to Credit Memo 5 The screen will
13. an Invoice without those steps 1 Click on the 0 button on the main toolbar if you are not in the Quotes amp Invoice menu Next click on the Invoicing button on the left toolbar 2 In the Find Invoice box click on the button Master Invoice Number Custom Invoice Number Phone Ticket Number Invoice Codes VIN imac You may enter partial data in one or multiple feds I 7 Create New Invoice NALL UE 3 Follow the same dqCtons found in Creating a Quote to complete the necessary information such as Owner Bill to Insurance Loss Info and the Vehicle information 4 Once you have completed that information you can then refer to the Working with Invoices section for completing and locking an Invoice 16 eDirectGlass Adjustments and Credit Memos Adjustments You can issue an Adjustment in 2 places within the program The first place you can issue an Adjustment is while you are in an invoice with the Vehicle tab open 1 Click on the button 2 In the pop up box select the box next to Make an Adjustment and click on next Please Choose Apply a Payment amp Make an Adjustment 3 In the Adjustment panel enter a the amount to be adjusted tax will be calculated automatically b Which invoice is to receive the adjustment Insurance or Owner c Areason for the adjustment Date 03 04 2008 Amount Adjusted
14. by entering a Glass Part or OEM Part it 9 Once you have built the vehicle you have a few choices to make a If you are performing a replacement click the button b If you are performing repairs or want to select a custom part from one of your catalgoues click the button lf you want to save the vehicle to work on the quote at a later time click on the button Celica Supra Corolla Corolla All Trac 6 On the next screen select the area of glass you wish to see windshield side vent back etc Before you click on a part item please make sure you have selected the catalogue you wish to check pricing from By default the NAGS catalogue is the default search cataloque Once you have selected your catalogue simply click on the part item row you wish to view Windshield Solar Coated 364x598 Windshield Electrochromic Mirror Solar Coated 36 4 59 8 Windshield Solar Coated 364x598 Vent Right Rear USA Built Solar Coated 98x112 Vent Left Rear USA Built Solar Coated 98x112 Vent Right Rear Japan Built Solar Coated 98x112 Vent Left Rear Japan Built Solar Coated 908x112 Door Right Front USA Built Solar Coated 20 8 x 36 5 Door Left Front USA Built Solar Coated 20 8 x 38 5 Door Right Rear USA Built Solar Coated 18 7 x 28 Door Left Rear USA Built Solar Coated 18 7 x 28 aor Fiant Front Japan Bull gt 0 L oated G x 5 RETAIL ONSW Page 11 eDi E 10 N
15. eDirectGlass Dm mme 7 Note You must have QuickBooks open before installing this DLL Next copy qbXMLRP2e exe to C Program Files Common Files Intuit QuickBooks Open QuickBooks and then Click Start Programs Accessories Command Prompt and enter this line at the prompt cd C Program Files Common Files Intuit QuickBooks then enter this on the next blank line 2 RegServer and hit enter After the DLL installs you will receive a blank line with no messages Co Program Files Common Files ntuit QuickHooks G N Program Files Common Files Intuit QuickBooks 2 ReqServer PERS Program Files Common Files Intuit QuickBooks gt 8 Now open up Internet Explorer and go to Tools Internet Options Security Choose Custom Level and then find the heading Download Unsigned ActiveX Controls Change the setting for this line to Prompt Note f you are using Internet Explorer 7 please refer to the Internet Explorer 7 Configuration section of this guide to configure the settings for the correct operations of your QuickBooks link 9 Login to your eDirectGlass account Remember QuickBooks must be open anytime that the user wants to synchronize or work with eDirectGlass and QuickBooks 10 Go to Administration QuickBooks Setup Page 35 11 Click on Browse and locate your Qui
16. in the future follow the instructions for issuing Credit Memo above When you see the invoice details screen it will contain the items that have already had a Credit Memo issued against At the bottom of the screen click on the button to print another copy of the Credit Page 19 Placing and Managing Vanfax Orders At anytime you can electronically search for parts place and manage orders with Vanfax from your Vanshop TSM account using 2 methods Method 1 Order Vanfax found on the screen 1 Click on the button on the main toolbar 2 Next click on the button on the left toolbar 3 The Vanfax product search screen will appear after a short pause From here you can lookup products place orders and manage your VANFAX account Apple Tools 74 Apple Extranet ak Cmail 7 i gt 7 Annis tad lt VANFAX COM J I c AGRR Magazine Forum stribution Center ORDERVANFAX COM ADMIN MANAGER LOGOFF Product Search Customer 7800000 NAGS Catalog Magazines Vanfax Catalog AGRRMagazine Ord ket Syn naling Product Search Branch 6201 AutoGlass Magazine Order Checkout Quality service and value News Current Orders Search By Part Number Keyword AutoStock Part Number GlassBytes Parts on Order Industry Info Center 4 f you get the following screen you have not entered your Vanfax accou
17. 1 Download the following file and when prompted choose Run http www edirectglass com downloads eDGIEKey reg File Download Security Warning xy Do you want to run or save this file eDGIEKey reg Type Registration Entries 402 bytes www edirectglass com iz p While files from the Intemet be useful this file type potentially harm your computer If you do not trust the source do not run or save this software What s the risk 2 Your system may prompt you to allow the update to the registry to occur Click Allow Yes or OK to any of these prompts until you get a message telling you that the update took place Internet Explorer Security Registry Editor This program will open outside of Protected mode Internet Explorer s Protected mode helps protect your computer If you do not trust this Adding information can unintentionally change or delete values and cause components to website do not open this program stop working correctly If you do not trust the source of this information in Name Registry Editor C Users Gary AppData Local Microsoft Windows Temporary Internet Files Low Content IE5 5BGKD8RT eDGIEKey 1 reg do not add it to the registry F Do not show me the warning for this program again Are you sure you want to continue oe LE C ve 7 Neo 9 Registry Editor The keys and walues cont
18. 2006 you must first uninstall the existing version of QBXMLRAP2 under Add Remove Programs in the Windows Control Panel Once you have removed the old version install the new version and reboot your PC im QBXMLRP2ZInstaller InstallShield Wizard Welcome to the Installshield Wizard for QBXMLRP2Installer The InstallShield R Wizard will install QBXMLRP 2Installer on your computer To continue dick Next WARNING This program is protected by copyright law and international treaties 3 Click on Next to begin the installation OBXMLRP Installer InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard InstallShield 4 Click on Install Page 33 5 The installation will begin QBXMLRP 2 Installer InstallShield Wizard Installing QBXMLRP2Installer The program features you selected are being installed may take several minutes InstallShield 6 When the application is finished installing the following window will appear and now you must click on the Finish button to complete the installation ix OBXMLRP2Installer InstallShield Wizard The InstallShield Wizard has successfully installed OBXMLRP2Installer Click Finish to exit the wizard Tantel 34
19. LACE WIPER BLADES WINDSHIELD PREVIOUSLY REPLACED 13 Once you have reviewed this page and have made any corrections or additions click on the button to apply these changes 6 EU Ld User Management If you wish to give access to other users or if you will be using the schedule system you must add these individuals to your account 1 If you are not in the Administration section click on the Administration tab located on the main toolbar Next click on the User Mgmt found on the left toolbar Click on the button found in the Find User panel in the center of the screen Complete the Add User panel with the individuals information Username joe user Employee Code Password 208 Level ey store Region First Name Joe Last Name User Position Work Phone Mobile Phone Home Phone Email Technician F 5 If you are using the schedule system you must assign user status to your technicians even if they are not going to access the system To do so complete the step above and place a check mark in the Technician box Select whether or not the technician performs Mobile In House or both Enter a number in the Daily Job Capacity field Technician Mobile F SMS show Service Area Disable User F modified 6 When you are finished click on the L____S___ button to save your changes 7 If you want to allow the newly created user access to the program y
20. X controls 7 Disable Enable Prompt 4 Download unsigned ActiveX controls 7 Disable Enable Prompt 4 Initialize and script ActiveX controls not marked as safe for s Disable Enable Prompt 4 Run ActiveX controls and plug ins 7 Administrator approved Disable Enable Prompt 4 Script ActiveX controls marked safe for scripting Disable Enable Prompt Downloads ec Automatic prompting for file downloads Disable 7 Enable i Allow scripting of Internet Explorer web browser control Allow script initiated windows without size or position constrz Access data sources across domains Allow webpages to use restricted protocols for active conten Disable Enable Prompt Disable Enable Prompt Allow META REFRESH Disable Enable Disable Enable Allow websites to open windows without address or status bi Page 28 eDirectGlass gt Display mixed content Disable 9 Enable i amp Installation of desktop items C Prompt 7 Disable Don t prompt for dient certificate selection when no certifica Enable Disable Prompt Enable ing applications and unsafe files Drag and drop copy and paste files 7 Disable 7 Disable Enable Enable Prompt Prompt i Launching programs and files an IFRAME Indude local directory path when uploading f
21. ained in CA Users Gary AppData Local Microsofti Windows Files Low ContentJES 5BGED8RT eDGIlEKey 1 1 q haw registry 3 Open up Internet Explorer and you can begin using the Attachments feature Page 30 Appendix Installing Crystal Report Viewer When you first click on any of the Print Quote Work Order Invoice buttons in eDirectGlass it will prompt you to install the Crystal Smart Viewer for ActiveX F Crystal Reports ActiveX Viewer Windows Internet Explorer B x fr 6 Bh 27 Tools 7 This website wants to install the Following add on Crystal Smart Viewer Far Actives From Crystal Decisions Inc IF vou trust the website and the add on and want to install it click here 2 T Ie http www edirectglass ca edg sho Live Search wm aig e Crystal Reports Activex Viewer ig Click here to install the following Actives control Crystal Smart Viewer for amp ctreex from Crystal Decisions Inc 1 Click on the yellow highlighted area and a drop down menu will appear 2 Click on the Install ActiveX Control in the drop down 2 Crystal Reports ActiveX Viewer Windows Internet Explorer Crystal Reports Activex Viewer This website wants to install the Following add on Crystal Smart Viewer For Activex From Creta vecisions Inc IF you the website and the add on
22. arts you will use and the system will provide a running total at the bottom of the screen z ryt 000004 0 04 2 0 Urethane Dam Primer aos HAH U00448 HBB038583 GGW 1019 Gold Glass Group HEPIEEREES PWB 1018 5 Precision 8803555 Gold Glass Group HMLO23522 75531 44020 Toyota 023522 2267 023522 FMB 2267 17 SS Discount Convert to Quote 5 If you wish to save this quote click on the button UE leach 7 72 leach 6 95 leach 14 12 leach 12 78 1 85 80 leach 46 69 1each 48 60 7 Total 5442 51 Page 9 P S Create a Quote and Work Order In order to create a Work Order you must first create a Quote and then convert it to a Work Order f you do not need to schedule a job or create a work order you can skip to the section Creating a Quick Invoice Create a Cash Quote You can create a cash quote using either NAGS pricing or your own catalogue pricing NAGS Based Quote 1 Click on the 7778 button on the main toolbar and then the button on the left toolbar 2 Now click on the button You must first decide whether the job is for an Owner or for a Commercial account You must fill out all of the fields that have a solid red box Any box that has a dashed red box requires that one of them has data 5 Next you must determine if the job will be billed to the Owner Insurance Fleet Compan
23. ave visited during the current session 4 If you place your mouse over any of the names a hover box will display the amount of the record the Quote Work Order or Invoice number and the vehicle information 5 The letter before the name corresponds to the status of the record Q for Quote W for Work Order and for Invoice My Work l CUSTOMER CASH l Johnston Mary My Work l CUSTOMER CASH Johnston Mary Salle Jah Salle John foren gemi ys W Rudyk Salle John 0 00 17916 2006 Toyota Camry W Rudyk larry More More Document amp Image Attachments You never have to file and keep a piece of paper related to a job every again The system allows you to attach scanned documents and digital images directly to any record for safe and convenient storage and access All you need to get started is a flat bed document scanner that can be found at any office or electronics store These scanners are typically 75 and plug directly in to any computer that has a USB port In addition you can attach digital photographs taken with any digital camera or mobile phone with a camera Attaching a Document or Image 1 To begin click on the found in the left toolbar when you have any record open NOTE If this is your first time clicking on the button in eDirectGlass please follow the instructions in Appendix C in order to install the DBPIX plug in in Internet Explorer
24. ckBooks company file Typically this is found in C Program Files Intuit QuickBooks Pro and the filename should be your company name with a QBW extension Administration Enter your QuickBooks company filename then press the Chart of Accounts button System Admin 227 Browse Your current selection is C Program Files Intuit QuickBooks Pro 2005 MAR ONTARIO QBW Chart of Accounts Reports Using this app will reset accounting security for all store users Bulk Invoice Notes Contact Export 12 Once you have selected your file click on Chart of Accounts If you did not set your Internet Explorer security settings properly you will get an Internet Explorer ActiveX warning box simply click on Yes 13 eDirectGlass will talk to your local installation of QuickBooks and may pop up the follow dialog box in QuickBooks If the dialogue box does not come up click on the QuickBooks program on your toolbar QuickBooks Application with No Certificate l x An application without a certificate is requesting access to the following QuickBooks company file Pro Test Canada Access may indude reading or writing data as well as enhancing the QuickBooks user interface r The Application Calls Itself eDirectGlass QB r Certificate Information This application does not have a certificate QuickBooks cannot verify the developer s identity r QuickBooks Solutions Marketplace Search for information about this a
25. ctGlass Vanshop TSM your computer and network must meet the minimum system requirements Pentium 3 or equivalent Intel or AMD with 256MB RAM or greater Microsoft Windows 2000 Windows XP or Windows Vista Microsoft Internet Explorer 6 or greater We only support Internet Explorer 56k Internet Connection High speed broadband connection recommended Inkjet or Laser Printer Valid e mail address for order inquiry and confirmation Screen Settings To ensure the best possible screen display of eDirectGlass Vanshop TSM you will need to check and adjust your computer screen settings Screen Resolution From your Desktop right mouse click on any blank area of the screen and select Properties from the menu Go to the Settings tab and change or adjust the screen resolution Increasing the resolution will improve the screen view Each system is different your system s maximum resolution may differ from the example shown below The minimum resolution setting is 800 by 600 but we recommend 1024 by 768 for the best experience Display Properties Themes Desktop Screen Saver Appearance settings Drag the monitor icons to match the physical arrangement of your monitors 1 Plug and Play Monitor on Mobile Intel R 315GM GM5 91 OGML Exp Screen resolution Color quality Less J More Highest 32 bit m 1024 by 766 pixels Page i NI eDirectGlass You should also doubl
26. ds edgscripttimeout reg NOTE If your machine has multiple user login accounts you must run this file under each user login 2 In Internet Explorer click on the Ts button and then select Internet Options 3 In the General Tab click on the Settings button under the Browsing history section 4 In the Temporary Internet Files and History Settings window make sure that Automatically is selected and click on the OK button Internet Options Home page To create home page tabs type each address on its own line about blank Use current Use default Use blank Delete temporary files history cookies saved passwords and web form information Browsing history Search f Change search defaults Settings Tabs Change how webpages are displayed in Settings tabs Appearance Colors Languages Fonts Accessibility Temporary Internet Files and History Settings Temporary Internet Files Internet Explorer stores copies of webpages images and media for faster viewing later Check for newer versions of stored pages 7 Every time I visit the webpage 7 Every time I start Internet Explorer i Automatically Never Disk space to use 8 1024MB 1024 Recommended 50 250MB Current location C Users Gary AppData Local Microsoft Windows Temporary Internet Files Move folder View objects
27. e available if there is a balance on the Owner Invoice tab Once the balance has reached 0 the Submit Button will be active 2 The Submit Invoice to screen will now appear Click on the L nv button on this screen By default the Print to local Printer is always selected NES 2261 Submit Invoice to No insurance 38 4 x 59 2 Invoices CERT Print to local Printer ist CTE Disel et Tax 3 A pop up window will appear asking you if you want to Print invoice now At this point you can either print the Invoice or simply lock the invoice and return to the Invoice record screen If you click on OK to print the Customer Invoice will appear in a new Crystal Reports Viewer window just as the Work Order print did E gt 4 When you are returned to the Invoice detail screen you will now see that the screen is marked with text that is circled in the graphic below This indicates that the Invoice is locked 1 308 45 34hrs 45 00 7 1 58750 Reveal Teach 583 80 2 0 Fast Cure Urethane Dam Primer Sub Total PST Submitted to on 7 10 2007 4 24 PM printer Apply Cash Discount Override Q amp A Deductible Disc 20 01 Total Charges Deductible Total How to Create a Quick Invoice If you want to create an Invoice but do not want to go through the Quote Work Order and Schedule process you can directly create
28. e check the viewing text size for your Internet browser With Internet Explorer opened go to the menu bar and select Page From the Page sub menu select Text Size and then select Medium NOTE THIS MAY DIFFER IN INTERNET EXPLORER 6 AND BELOW Save As nt Article ID 1759 Send Page by E mail n Last Review Dece fy it evision 3 Send Link by E mail d Ed t Zoom id Larg st Text Size Large Encoding Medium View Sou Small itrol prom names Web Page Privacy Policy servires events Security In order to use certain features in our website you must add modify security settings in Internet Explorer PLEASE FOLLOW THE INSTRUCTIONS FOUND IN APPENDIX A NOW BEFORE CONTINUING Page 4 AND Getting Started Login 1 To begin connect to the Internet and launch Internet Explorer 2 In the address bar type http www edirectglass ca and press enter 3 At the login screen enter your Login Name and Password then click eDirectGlass TSM Welcome to the eDirectGlass TSM Canada Editon VAMFAX Please login below to access your eDirectGlass Username LOGIN Password 4 After you are logged in click on the Administration button on the main toolbar 5 Click on the button on the sub menu toolbar 6 In the Shop Detail screen verify that all of the address information is correct 7 You must enter an e mail address in order to process
29. e order numbers Integrated Warn if not enough inventory quantity on hand to sell Default Applications Warn if item quantity exceeds QOH less quantity on Sales Orders On saving invoices prompt for SO if qty exceeds inventory available Also See Jobs amp Iv Units of Measure are active General Estimates Sales Orders must be enabled in the Sales amp Customers preferences E TA ee Customers Bills due 10 days after receipt Warn about duplicate bill numbers from same vendor Payroll amp Employees Paying Bills Automatically use discounts and credits Default Discount Account Purchases amp Vendors 19 Now click on the Item button on the main menu 20 Click on the Item button at the bottom of the screen and choose New 21 Choose Inventory Part as the Type Enter DWOOO00 in the Item Name Number box 22 In the Income Account box choose Sales Glass 3000 and click on the OK button Edit Item help question Ask How Inventory Part Use for goods you purchase track as inventory and resell Cancel Custom Fields Item Name Number Subitem of EE pwoooon po Units of Measure Purchase Information Sales Information Item is inactive Description on Purchase Transactions Description on Sales Transactions Cost 0 00 per Sales Price 0 00 per Furch Tax Code COGS Account 5001 Cost of Good Sa
30. ectGlass with information including but not limited to feed back data answers questions comments suggestions plans ideas or the like such information or content shall be deemed to be non confidential and eDirectGlass shall be free to use reproduce disclose or distribute the information to others without restriction Page 42
31. ible Discount sales Other 3210 Deg 1 Miscelaneou 28 f you do not have this item add it as New discount item You can choose the GL Account as Sales Other Miscellaneous Make sure that the Sales Tax Code is set to E for exempt OK Use to subtract a percentage or fixed amount from a total or subtotal Do not use this item type for an Cad early payment discount Custom Fields Item Name Number Subitem of i Deductible Spelling Ttem is inactive Description Amount or 5n Deductible 200 00 Sales Tax Code et Account Bales Other 3210 Mis 3210 Miscellaneous Income Sales Labour Income 3300 Labour Glass Replacement Income 3305 Labour Glass Repair Income 3310 Labour Accessories Income 3315 Labour Truck Caps Liners Income 3320 Labour Other Income 3325 Labour Dealer Items Income 3330 Labour Trim Income 3335 Labour Rustproofing Income Sales Apple Assure Income 3400 Repairs Ext Warranty Income 5001 Cost of Goods Sold Cost of Goods Sold Glass Cost of Goods Sold 4000 Domestic Windshield Cost of Goods Sold 4005 Domestic Tempered Cost of Goods Sold Foreign Windshield Cost of Goods Sold Foreign Tempered Cost of Goods Sold Plate Glass Cost of Goods Sold Flat Glass Cost of Goods Sold 29 You must also make sure that you have the following as Payment Types in QuickBooks and if you do not
32. ies Data Security GED In order to protect your data with the strongest encryption possible eDirectGlass utilizes 128 bit and 1024 bit encryption services from the worldwide leader in digital security VeriSign Inc VeriSign is the leading secure sockets layer SSL Certificate Authority enabling secure e commerce and communications for Web sites intranets and extranets VeriSign Inc NASDAQ VRSN operates digital infrastructure that enables us and protects billions of interactions every i 17 7 2007 9 11 day across the world s voice and data live edirectglass com uses VeriSign services as follows networks Every day we process as many as 31 billion Internet interactions We offer cc targeted solutions for carriers consumer STATUS product and retail companies financial services organizations healthcare and life ul sciences organizations media and Encrypted Data This Web site can secure your private information entertainment companies and the public exchanged with any address beginning with https is sector Verisign IS a global enterprise with A Identity Verified AMJ LOGISTICS INCORPORATED has been verified as offices throughout the Asia Pacific region 1 2 LOGISTICS INCORPORATED as valid business Europe Latin America and North America supported by a widespread international network of data centers and operations centers Page 41 eDi
33. iles to a server 7 Disable Disable Enable Enable Prompt Navigate sub frames across different domains 7 Disable Enable i Use Phishing Filter 7 Prompt Disable Open files based on content not file extension Enable Disable Use Pop up Blocker Enable Disable Software channel permissions Enable 7 High safety Userdata persistence Low safety Disable Medium safety Enable Submit non encrypted form data Websites in less privileged web content zone can navigate in 7 Disable Enable Enable Prompt 8 Prompt amp Script Active scripting 3 Disable Enable Prompt Allow Programmatic clipboard access amp Scripting of Java applets pene Disable Enable Enable Prompt Prompt Allow status bar updates via script a User Authentication Disable 82 Logon Enable Anonymous logon 27 Allow websites to prompt for information using scripted wi Automatic logon only in Intranet zone Disable Automatic logon with current user name and password Enable 7 Prompt for user name and password 10 When you have verified these settings click on OK to return to the Security window 11 At the Security menu click the OK button and then close all instances of Internet Explorer before performing the last step Page 29 eDi N Configure the Registry for Attachments
34. ine in the list and choose Edit In the GST tax rate box change the number to 13 and then click on the OK button You must also create a tax code H for HST that also has 13 so that credit memos from eDirectGlass post properly EJ Edit Tax Code 25 Next click on Lists and select Chart of Accounts Tax Code s OK p Cancel standard Tax Exempt 26 1 the Chart of Accounts make sure that Inventory Asset is not a sub account If it is create a new Inventory Asset account Name Type Tax Bank 0005 Chequing Account Bank 0010 Savings Account Bank Cash Bank 0100 Petty Cash Bank 0105 Cash Over Under Bank Accounts Receivable Accounts Receivable gt 0200 Accounts Receivable pn Receivable m Ta Asset Other Current Asset 1489 Undeposited Funds Other Current Asset Other Accounts Receivable Other Current Asset 0220 Interco Accounts Receivable Other Current Asset 0225 Misc Accounts Receivable Other Current Asset Inventory Other Current Asset Balance 0 00 gt 0 00 gt 0 00 0 00 0 00 0 00 3 822 24 3 822 24 300 00 0 00 0 00 0 00 0 00 39 PET 2 Next go back to Lists and select Item List to verify that you have an item called Deductible TROL LIU TET LIVELY Edit audies vp ius 7 ISLET tu uctibie Deduct
35. inted Work Order Page 13 eDi First Mary i Primary Phone 514 988 7878 Last Name Salle i Suffix Secondary Phone Address Staples Office Store Mobile Phone Address 1877 N LaMond Dr BLD A City MONTREAL Province PC H143T6 Email Hotes Please call 30 minutes prior to arrival so Mary can schedule her break to provide the technican with the keys etc Print a Work Order 19 To print a Work Order click on the button on the left toolbar NOTE If this is your first time printing a report in eDirectGlass please follow the instructions in Appendix A in order to install the Crystal Reports viewer in Internet Explorer 20 Next the system will create a new browser window that will ask you if you want to include pricing on the Work Order This is a helpful tool if you do not want the customer to see pricing on the Work Order Answer Yes or No and then click on the button Would you like to included pricing on the order 21 The Work Order will now display in the Crystal Reports viewer window X z x amp Filo 1 Preview Work Order Date July 10 2007 Work Order 17916 Store VAN 5523 VANFAX LITE AUTO GLASS 8288 Pie IX Blvd Montreal QC H1Z3T6 Phone Fax Federal ID 7787878 Customer Insurance John Salle No insurance 1848 E Tannor Dr MONTREAL QC 123 6 22 To print the Work Order to your printer click on the button and select the
36. les Tax Code Preferred Vendor Income Account Sales Glass 3000 Inventory Information Asset Account Reorder Point Avg Cost On Sales Order 1120 Inventory Asset 0 0 00 0 0 Page 38 23 Now click on Lists then click on Tax Codes List 24 Make sure you have the following in your list S Standard default which should include GST amp PST or HST total tax rate only in GST field and the piggyback E Tax Code List Tax Code Description check box if E BC BC PROVINCIAL SALES TAX amp GS 2 5 BC PROVINCIAL SALES TAX ONLY xempt no taxes EXEMPT FROM PST amp GST G GST Only G GST Only GST GOODS amp SERVICES TAX P PST Onl y HST HARMONIZED SALES TAX MB MANITOBA GST amp PST 5 MANITOBA PROVIANCIAL SALES MN MANITOBA GST amp PST MNPST MANITOBA PROVINCIAL SALES TA N A ON ONTARIO GST amp PST 5 ONTARIO PROVINCIAL SALES TAX PST Only PE PRINCE EDWARD ISLAND GST amp P 5 PRINCE EDWARD ISLAND PROVINC 5 Standard SK SASKATCHEWAN GST amp PST SKPST SASKATCHEWAN PROVINCIAL SALE 2 Zero Rated ska heb queston Asi v How Do P GST 6 0 PST PE Piggy 7 0 If you are in a Province where you use HST you must make sure to modify your standard tax code S to show 13 under the GST listing To change this right mouse click on the Standard l
37. nt number in the Administration gt System Admin panel Sorry you are not permitted te view this page vanfax Quality service and sims Please contact the system administrator for further details Method 2 Availability and Ordering Parts in Work Order or Invoice When you are in a Work Order or Invoice you can look up the availability and place orders for any of the line items using your Vanfax account 1 When you are on the Vehicle screen you will see the underneath your line items 2 When you click on the button the system will automatically connect to Vanfax and check to see what parts are available 3 If any of the parts in your line item list are available at Vanfax the system will display them Page 20 eDirectGlass were mem GlassD Description Dimension Invoice lt lt Windshield Mustang Logo Solar Coated 324 611 No Invoice Teach 5807 54 5507 54 y 25hrs 45 00 flat 50 00 2 0 Adhesive Urethane Dam Pri leach 50 00 5 0 00 v AC leach 11 19 511 19 4 z t 5518 73 Total Charges 711 54 5 50 00 8711 54 2005 FORD MUSTANG isa connection with nem CALL Please call for availability af the item If you move your mouse over the empty box in the Price column the price will appear To place these items in your shopping cart click on the button 1 item in Cart The button will display on the top of you
38. orders with VANFAX 8 You must enter your Vanfax Account number and Warehouse number 9 f you want to track inventory you must select Yes by checking that box Company Name VAMFAX LITE AUTO GLASS Address 8288 Pie Blvd City Montreal Province GC PC H1Zz3T6 Phone Fax Main Contact Master Lite Starting Invoice 0 Account number 7800000 Warehouse number 1811 Labor Rate per hour 45 00 Deductible Discount Max 50 00 Track Inventory yes no Discount Text PROMOTIONAL My Work Promptyes C 10 Next you will need to fill in your applicable tax information GST 7787878 5 000 6 000 pel 88911944 7 000 7 000 5 0 0 000 0 000 5 a aly 2 11 you have completed the tax setup you must now enter the hours and days of operation for your shop In addition if you plan on scheduling jobs in the system you must choose either Hourly or AM PM based scheduling Start time 2 AM End time 6 1 Saturday E Sunday E Do not allow Assi Schedule Type Hourly Based Schedule f AMPM Based Schedule Total Shop Capacity 0 W Monday V Tuesday V Wednesday EV Thursday V Friday 12 For the last step verify the Work Order and Invoice statements match what you see below IF IT IS BLANK PLEASE ENTER THE INFORMATION EXACTLY AS IT IS DISPLAYED BELOW RUST PIHCHWELD REPLACE WIPER BLADES WINDSHIELD PREVIOUSLY REPLACED RUST ON PINCHWELD REP
39. ou must give this user rights to all or some parts of eDirectGlass To do so click on the Show Rights text in the middle of the saved User Detail record Username jae user mninvee Ci Password Level Sales Person Show Rights Store Region First Name Joe Last User Position Work Phone Mobile Phone Home Phone Email Technician Mobile F In House F Daily Job 0 SMS Caps show Service Area Disable User Page 7 8 On the Rights screen you must now add check marks in the Permission column to allow this user access to these areas of the program If you do not place a check mark in the box the user cannot access that function Description Permission Quotes and Invoicing New Assignments Work Orders Scheduling Invoicing Convert Quote to WO 7 Convert WO to Invoice C slate Wark Crd 9 Once you are finished with assigning or removing permissions click on the button to return to the User Detail panel Quick Quote Here are the steps if you want to provide a quick quote using any Catalogue or NAGS part pricing 1 Click on the button on the top main toolbar then click on the button on the left side toolbar 2 On the look up screen you can either build the vehicle by manually selecting the Make Model Year Body Style and Sub model or by entering the VIN Number You can also find a vehicle
40. ow you will see a list of parts that correspond to the main glass item Select the items you wish to place on the quote from this list by placing a check Click on the Check Box in the check box next to the part line item Special Feature 1 3 4hrs 518 10 1each 32 00 3 Attachment flag 4 Premium pricing 034581 WB 1019 Precision 034582 WB 1219 Precision 1 decani WB 1024 Precision BB Precision 1each 1each 1each leach leach leach HML023522 FMB 2267 12 leach HML023522 FRM 2267 U 1 1 87 50 Anytime you see a part line item that is highlighted magenta this indicates that the part is a valid interchange part You can also find out the detail of any part by moving your mouse over the MFG Part field and waiting a few seconds The system will display a hover box with the part details if any 11 Once you have selected the parts for the Quote alles on the Add items to Quote button 12 The system will now take you back to the 000448 Adhesive pa Jrethane Dam Primer re Moulding Reveal Teach 363 60 Sub Total Convert Quote to WO New Glass Part GST PST Apply Cash Discount Override O amp A Deductible Disc 20 00 Total Charges Deductible Total 13 Now we will convert this Quote to a Work Order by clicking on the button found on the line item panel Page 12 an e Working with Work Orders
41. pplication at the QuickBooks Solutions Marketplace Allow this application to access Social Insurance Numbers customer credit card information and other personal data Tacsscoes sevesnssesussdbesssnes veseces Sevesescsoestocasesvenessecesvessoveverettaursvecusesbecszvesecesessttesoseucesseeverscesdsessessecereet What does this mean Do you want to allow access to this company file Yes This Time Yes Always Help 14 Select Yes Always to allow your eDirectGlass account access to your QuickBooks account Confirm to Proceed X This application is not signed with digital certificate If you allow unsigned applications to access your file a different application could use the same application name and possibly misuse your data For suggestions about enhancing the safety of your company s data click Help Are you sure you want to allow this access 15 You may also get a digital certificate warning screen If you do select Yes Page 36 irectGlass lp 16 Once you have completed this your chart of accounts will be displayed QuickBooks company file C Program Files intuit QuickBooks Pro 2005 MAR ONTARIO QBW Select the accounts to use in the download You can use the same account for multiple parts AC MISC Sales Other Miscellaneous ADMIN Sale
42. printer To close the viewer simply close the browser screen Page 14 eDi Complete a Work Order Convert to Invoice When you have completed a Work Order you can now complete the Work Order record by recording various items such as Work Order Notes Apply Customer Payments adding additional line items and so on Once you have completed these optional items you are ready to convert the Work Order to an Invoice 1 Open up the Work Order and select the Vehicle Convert WO to Invoice button screen click on the JE Scrip tor JIMMEN Shon Windshield Solar Coated 36 4 59 8 No invoiced Jescription QtyUnit List Disc Net Tax Windshield GBN 1 308 45 7 308 45 Windshield Labor 34hrs 545 00 7 153 00 v Adhesive bce ur Mm 587 50 v Moulding Reveal deach 583 80 283 80 4 2 Onthel diim dm z Sub Total 612 75 Convert WO to Invoice Mew Glass Part GET 535 77 Order ilias Apply Cash Discount Override Q amp A Deductible Disc 20 01 Total Charges 5692 41 Deductible 0 00 Total 592 41 Working with Invoices After you have converted a Work Order to an Invoice you can now finalize the Invoice by adding Invoice notes adding additional line items applying payments and submitting the Invoice to a locked status 1 When you are ready to lock an Invoice so no changes can be made click on the button The Submit Invoice button will not b
43. r screen near your name 1 item in Cart To place an order for the contents in your Cart click on the button In the Shopping Cart Contents screen verify these are the items and quantity you wish to order If you are ready to place your order click on the button On the checkout panel enter a purchase order number boe your T TS and shipping methods and add any order notes you wish to have appear with the order When you are ready to place your order click on the button Page 21 zi D a 3o g 5 e o 4 58 Bs Bg 4 4 br 5 qr ge dr N m D 5 qr 9 L e SN S nij 2 g to WARNING IF YOU CLOSE YOUR BROWSER OR LOG OUT AND YOU HAVE ITEMS IN YOUR SHOPPING CART THEY WILL BE PERMENANTLY LOST Page 22 dp Short cuts amp Miscellaneous Features My Work Panel This panel can be found in the left toolbar area near the bottom of the screen The My Work panel allows quick access to previous Quotes Work Orders and Invoices that you have accessed during your current session 1 The My Work panel will appear when you move away from any record 2 At any time you can click on any name in the list to go directly to that record 3 If you have been in more than 5 records the button will appear By clicking on this button you will be given a list of all the records you h
44. r web site used to notify visitors about updates to our web site and used by us to contact consumers for marketing purposes eDirectGlass does not share your personally identifiable information with other organizations for commercial purposes unless you have authorized us to do so in contractual agreement Data submitted through this web site may also be included for aggregating purposes to generate general statistical information In the case of our eDirectGlass Claims Manager Total Shop Manager or Mobile any specific information pertaining to insurance carrier insured or claimant will be kept in strict confidence If you do not want to receive email from us in the future please let us know by sending email to us at remove edirectglass com with the subject line containing the word Remove If you supply us with your postal address on line you will receive the information that you requested when you provided us your address You may receive periodic mailings from us with information on new products and services or upcoming events If you do not wish to receive such mailings please let us know by sending email to us at the above address Persons who supply us with their telephone numbers on line may receive telephone contact from us with information regarding orders they have placed on line or other business they have conducted on line If you post information data text or other content on publicly accessible areas of the Site or provide eDir
45. refresh and will now display the invoice details including the line items GST 538 08 PST 50 77 HST 0 00 Transferred Taxes 0 00 Gross Total 723 53 Deductible 0 00 Owner Net Total 723 53 1 000448 Adhesive 2 0 Fast Cure Urethane Dam Primer 1 EA 567 50 El HMLO37 704 Moulding Reveal 1 65 54 su MI5C Sunvisors Sunvisors 1 EA 70 00 Date 01 28 2008 Amount Adjusted Adjustment Credit Memo Re Print Credit Memo Page 18 P N 6 Select the items you wish to issue Credit Memo for and enter reason in the Reason box for the issue of the credit 7 When you are finished click on the issue Credit Memo p tton 8 A pop up box will appear asking you if you want to issue the Credit Memo Click on OK to issue the credit memo or click on Cancel to go back Windows Internet Explorer imi m Cancel 9 The system will then launch a new window that will display the Credit Invoice receipt When you are finished printing this receipt close the window to return to the program 10 The Credit Memo information will now display in the Remittance tab if you go and lookup the invoice for review nittance Date Paid Type Descriptior Amount 1 28 2008 Adjustment 550 00 379 60 1 28 2008 1 38 28 PM Customer did not want the new visor look 1 28 2008 011225 Balance Due 379 80 If you need to reference or re print a Credit Memo
46. s Glass Admin Fee AF MISC Sales Accessories Accessories E Accessories Accessories ASTCLEAR Sales Glass Flat Glass Glass Flat Glass v 51 Sales Glass Flat Glass Glass Flat Glass AS2CLEAR Sales Glass Flat Glass Glass Flat Glass AS2TINT Sales Glass Flat Glass Glass Flat Glass 5 5 Sales Accessories Accessories Accessories Accessories BC MISC Sales Accessories Accessories Accessories Accessories 5 Sales Accessories Accessories Accessories Accessories 5 Sales Accessories Accessories v Accessories Accessories BR MISC Sales Accessories Accessories Accessories Accessories 5 5 Sales Accessories Accessories Accessories Accessories Y CL MISC Sales Accessories Accessories Accessories Accessories Y CT MISC Sales Accessories Accessories v Accessories Accessories CV MISC Sales Accessories Accessories v Accessories Accessories DB MISC Sales Glass Domestic Tempered Glass Domestic Tempered DD MISC Sales Glass Domestic Tempered Glass Domestic Tempered DEALER Sales Other Dealer Items OtherDealer Items DEFREP v v DE MISC Sales Accessories Auto Detailing Accessories Auto Detailing DF MISC Sales Accessories Accessories Accessories Accessories DISPOSALFEE EE mE v DK MISC Sales Accessories Accessories Accessories Accessories DL MISC Sales Glass Flat Glass Glass Flat Glass
47. t all zones to default level 9 In the Settings menu verify the following items set as displayed ied Framework lim Framework reliant components et Loose XAML En Run components not signed with Authenticode Disable 3 Disable Enable Enable 7 Prompt Prompt ec XAML browser applications En Run components signed with Authenticode 3 Disable Disable Enable Enable Prompt Prompt XPS documents 4 ActiveX controls and plug ins Disable Allow previously unused ActiveX controls to run without pron Enable 7 Disable Prompt Enable Page 27 4 Allow Scriptlets 7 Disable Enable 7 Prompt 4 Automatic prompting for ActiveX controls 71 Disable Enable 4 Binary and script behaviors Administrator approved Disable Enable LJ Display video and animation on a webpage that does not use Disabl Enable 4 Download signed ActiveX controls Disable Enable Prompt 4 Download unsigned ActiveX controls Disable Enable 9 Prompt LJ Initialize and script ActiveX controls not marked as safe for s jet 7 Disable Enable Prompt 7 Disable Enable Prompt je Enable NET Framework setup Disable Enable Miscellaneous 7 Disable Enable 7 Disable Enable s eDirectGlass oy 2 4 Download signed Active
48. ter a brief wait the screen will refresh and you can add another document or image If you are done simple click on the button to return to the record screen Page 24 Image Attachme Title Rock Chip View Description 1 Rock Chip in Driver View Quarter Size Image Right click Tor More TOR mI meh Viewing an Attached Document or Image 1 When you are on an open record click on the button in the left toolbar 2 A new window will pop up listing all of the available Attachments for the current record Select the Attachment you want to view by clicking on the button Attachments for Job 217916 Rock Chip View 1 Rock Chip in Driver View Quarter Size 3 he image will appear in the window From here you can email or print the image by clicking on the image with your right mouse When you are done click on the button to return to the Attachment list E 4 When you are finished click on the button to return to the record Page 25 eDi AN Appendix Configure Internet Explorer for Attachments Orders and QuickBooks NOTE These instructions only apply to Internet Explorer 7 x We recommend that you upgrade to this new version if you are using Internet Explorer 5 x or 6 x 1 Run the following links to automatically install the necessary settings for your Trusted Sites security level settings http www edirectglass com downloads edgtrustedsite req http www edirectglass com downloa
49. y Broker or Other When you have entered this information click on the button to continue lFirstName onn Middle Last Name Prefix Sufi Secondary Address 125 Raintreee Dr Mobile Phone Address2 City MONTREAL Province pc H1Z3T6 Email Store Sales Person Gary Salkus i Bill Owner C Insurance Fleet 4 Broker 4 Other Yellow Pages 07 Greater a 4 Copy Account 6 In our example we have selected the Bill to for the Owner If you would have selected other Bill you would then look up the Insurance Fleet or Broker company on the moli tab screen and fill in the necessary information Since we have selected to Bill to the Owner the system will automatically take you to the Vehicle tab screen 7 On the L Vehicle screen you can either enter a VIN number or pend build the vehicle If you have the VIN number enter it in the VIN field and click on the button Once you are ready to build the vehicle with or without the VIN number click on the button Page 10 eDi E W s 552317916 nat coded Province Invoice Code History Color Na Vehicle els Add Custom Vehicle 8 If you entered a valid VIN number the system will automatically build the vehicle If you did not have a VIN number you must build the vehicle by manually selecting the Make Model Year Body Style and Sub model You can also find a vehicle

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