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eDirectGlass Total Shop Management User Manual

1. 1 Working with Owner Marketing 2 Creating a New Campaign 3 Close an Owner Campaign Agent Marketing 1 Working with Agent Marketing 2 Creating an Agent Campaign 3 Close an Agent Campaign Fleet Ins Marketing 1 Working with Fleet Ins Marketing 2 Creating a Fleet Ins Campaign 3 Close a Fleet Ins Marketing Campaign Marketing Reports Accounting Accounting Overview POSU PAV MON Ein Adjustments Credits 1 Gredit MEMO iii id 2 Reset Invoice Status AGING REDOM ESS RAS RAA etl Closed INVOICES in ane INVOICES for QB Les Payments for QB cesse Help amp Reporting Issues Index 20075 AMJ Logistics Inc 1 Foreword Many Claims One Solution It s Everything You Need The Freedom to Manage your operations anytime anywhere Eliminate EDI confusion and transaction payments Direct Bill with confidence Take Back Control More than a POS system eDirectGlass is a Total Shop Management system that allows you to get more from your business eDirectGlass reduces double entry automates cost authorization and streamlines work production With eDirectGlass you can focus on the things that mat
2. Door Sedan Im Complete Vehicle Build When you are ready you can click on the button to work with the graphics and parts pricing The parts list defaults to your Retail Catalogue You have the option to select different price lists or catalogues Simply select it from the drop down before you select the glass part Quarter Right 15 8 x 21 7 Quarter Left 15 8 x 21 7 Doer Right Front 22x 36 Door Latt Front 22x 36 Door Right Rear 22 x 28 Door Left Rear 22x28 Back Window Quattro Heated 353x515 Back Window Antenna Heated 353x515 RETAIL ONGTA Boyds Auto Body Default catalogue FLEETAB FLEETCA FLEETCARD RETAIL MF Nag You can also look up glass part by the NAGS part number to see which vehicles use that part Simply enter the glass part number in the Glass Part field and click on button to view the associated parts lt 2007 gt AMJ Logistics Inc 59 eDirectGlass Total Shop Management User Manual 4 2 1 1998 Chrysler Town amp Country Mini Van 1998 Dodge Caravan Mini Van 1895 Dodge Grand Caravan Mini Wan 18596 Pymouth Grand Voyager Mini Van 1896 Plymouth Voyager Mini Van 1997 Chrysler Town amp Country Mini Van 1997 Chrysler Town amp Country Mini Van SX 1957 Dodge Caravan Mini Van 1987 Dodge Grand Caravan Mini Van 1997 Dodge Grand Caravan Mini Van SE 1897 Dodge Grand Caravan Mini Van ES Glass Part Ass
3. Schedule View 4 5 2 Printing Schedule 1 You may also wish to print the schedule for a particular technician To do this choose the date range select the technician s name from the drop down list and click on the Print Schedule button that will appear in the Sub Menu This will open the printable schedule for that technician in another browser window AA A can He dh y Lag ee ee lI ll ee E Ld d z Lal na uw E m di ie TT Em Lo Exe mw An E b la Lo EER dala jd s Technician s Schedule Print View lt 2007 gt AMJ Logistics Inc 99 eDirectGlass Total Shop Management User Manual 2 You may view the schedule on the screen by using the scroll bar on the right side of the screen or by clicking on the dates listed on the left side of the screen under the Preview tab 3 To print a copy of this schedule click on the amp icon on the left side of the window just under the browser address window 4 A print dialogue box will appear Select the printer you wish to print to and click on the Pin T button Genea Option Select Pres m u B x4 B d 2 2 amp 2 0 3 Auto hache dyin A anon SSA EFI Debler on 2520 gn Laa ab 41 on ETA Comin Frid Printer aM Number of copar fi Socie E C Enie athe a unice page number or a prole alae page range fo example 512 Print Dialogue Box 5 When you have fi
4. eDirectGlass Total Shop Management User Manual O 2007 AMJ Logistics Inc eDirectGlass Total Shop Management by AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 2007 AMJ Logistics Inc All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed June 2008 in Scottsdale Arizona Special thanks to Publisher All the people who contributed to the development of this great AMJ Logistics Inc pe p g system In addition to all of those who put up with revision after Managing Editor revision of t
5. 2 Select a date range 3 Select a Status You can choose both open and closed if necessary 4 Choose a Campaign You can only choose one Campaign at a time 5 Review the information selected to make sure it is what you want for your report Click on the lt 2007 gt AMJ Logistics Inc 133 eDirectGlass Total Shop Management User Manual button to build the report 6 You can also print the report by clicking on the button which will open the report in another browser window Click on the button in this browser window The print dialogue box will appear Click on the Print button to send the report to the printer you have selected When you have finished click on the L Close Window button Genea Option Ago Agib Atos AA Canons 620 Deberom SEDO Laserit dl on GRIEND I Comment Page Range fo Number of copar h pP a E Cnt En CP fi AP Cae 2 Enter exhes a single page number ov 3 tingle JE page range fo example 512 Print Dialogue Box Agent Reports When you click on the button the Agent Report window will appear in the Work Area This report is based on information entered in C amp V Helationship Management Agent Contact and as applied on the Agent Tab of each record Agent Company s Agent by Claims 9 Date from Agent Contact E Agent by O Cabe to Agent Heport Window Select a Report gent Company 9 oy Agent Cont
6. HMLoogose DKS26 Dorcas amp Kalam Moulding Teach Dorose Kalam Moulding Precision Moulding i 1each r HMLOOS098 WKT 586 C E on Moukding HHROD0484 443 857 511 01 I e Mirror Rear View HPL O0204 440 845 543 x Pate Retainer Mirror 7 H5CO00418 443 845 237 B Audi unam Spacer Upper set of 4 HSC000419 443 845 237 D sae uana Spacer Lower setof3 HWE000002443 845 631 4 Discount Total 132 43 Quick Quote Line ltem Build Quotes This eDirectGlass feature allows you to create and manage quotes In every case you must create a quote before you can create a Repair Order and Invoice When you click the ces button the following Sub Menu will appear New uote Initial Quotes Sub Menu lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 62 4 3 1 4 3 1 1 New Quote The ES button will take you to the New Owner Record screen in the Work Area where you can build your quote Quote Lookup When you click on the Gites button from the Sub Menu the Find Existing Quote window is displayed in the Work Area Date Maurance Year Claim Na Wake Quote Number L odel Find Existing Guote led You may enter partial data in one or meuble feds Create New Quota Find Existing Quote Window e In this box you can enter any data in any combination to find an existing quote Once you have entered your search data simply click on the button If the sea
7. Code Description Find Irwoice Code Reset Add Invoice Code Find Invoice Code Window The list of Invoice Codes and Invoice Code Descriptions will display in the Work Area Invoice Code List To edit or delete a record click on the line then either enter your changes and click on the button or click on the button to delete the record entirely If you click on the button a dialogue box will appear To permanently delete the record click on the button Delete Invoice Code Dialogue Box 2007 AMJ Logistics Inc 33 eDirectGlass Total Shop Management User Manual 2 8 Reports The eDirectGlass has a number of reports that be able to assist your company in it s day to day operations NOTE Please make sure you follow all of the set up items under nstalling Crystal Report Viewer of this manual and Print a Quote Work Order or Invoice before you try pulling up any of these reports 1 Toaccess the reports section of eDirectGlass click on the Administration button on the Menu Bar to display the Administration Sub Menu 2 Click on the Reports button in the Sub Menu to display the reports GroupName list 3 Select your report type from the GroupName list i e Accounting Scheduling Sales etc to display the ReportName list in the Work Area Scheduling Sales Productivity 1 PERIODIC PAYMENT REPORT 2 TRUE AGING 3 PAYMENT REPORT 4 ADJUSTMENT REPORT 4
8. button to list all of the Agent Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record Corredor Name You may enter partial data in one or prude feds 1 Record Retrieve Agent Marketing Campaign After you retrieve the campaign record the Edit Campaign Agent Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button FRE 1 E TH Campaign Code Campaign Name Tom Marcha State Farm Agency Phone ther Campaign Start 01 01 2004 Campaign End 8 30 2004 Campaign Closed For all referraiz that we receive trom This agency wwe will decount the job in the dorm of a rebate fo the Agency in fhe amount of 25 per referral Campaign Type Edit Campaign Agent Marketing Window Creating an Agent Campaign To create a New Agent Campaign click on either the button in the Find Campaign Lookup Screen or click on the New Campaign button in the Agent Marketing Sub Menu After you click either button a blank New Campaign Agent Marketing window will display in the Work Area 2007 AMJ Logistics Inc 129 eDirectGlass Total Shop Management User Manual 7 2 3 New Campaign Agent Marketing Window 1 Enter a Campaign Code This code will be used for identifying c
9. 8 In the Security window select the Trusted Sites icon and then click on the un Internet Options General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings e V O Local intranet Trusted sites Restricted sites Internet e This zone is for Internet websites aus 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 dick Default level Y Enable Protected Mode requires restarting Internet Explorer Reset all zones to default level s App y 9 In the Settings menu verify the following items are set as displayed Lis Fr NET Framework eliant components e Loose XAML Fe Run components not signed with Authenticode Disable Disable Enable Enable Prompt Prompt ae XAML browser applications Fr Run components signed with Authenticode 7 Disable Disable Enable Enable Prompt Prompt e XPS documents 4 ActiveX controls and plug ins Disable l Allow previously unused ActiveX controls to run without pron Enable Disable Prompt Enable 2007 AMJ Logistics Inc Getting Started 14 Allow Scriptlets E Disable Enable Prompt a Disable Enable 14 Binary and script b
10. AMJ Logistics Inc 131 eDirectGlass Total Shop Management User Manual 7 3 2 7 3 3 Creating a Fleet Ins Campaign To create a New Fleet Ins Campaign click on either the button in the Find Campaign Fleet Ins Marketing window or click on the button in the Fleet Ins Marketing Sub Menu After you click either button a blank New Campaign Fleet Ins Marketing window will display in the Work Area Mir PEA on eee un ls a sh 1 TT de Y 7 La 1 HIE VAP d ETE ir Fp Campaign Code Campaign ae 0000000000000 O Fielered Campaign Type ae Other Campaign Stet Campaign End New Campaign Fleet Ins Marketing Window 1 Enter a Campaign Code This code will be used for identifying campaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet descriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign Close a Fleet Ins Marketing Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Camp
11. If you do not want to make any changes click the Quit Without Saving button Usernat plech Employee Code 123458 Password eaae Level Technician w Show Rights Store Region First Name Paul Last Name Tech Poston Work Phone Mobae Phone 480 555 1111 Home Phone Email paul taechipmyshap com Technician v Mobile wi in Housa v sus 4805554111 cellphoneemail com D 20 Disable User Gui Without Saving User Detail Window 2 2 3 User Rights This function allows the system administrator to assign the level of access for each user 1 Inthe Find User box enter a username first name or last name then click on the button To see all users for your account just click the button without entering any names Benson User List Window 2 From the User List window click on the name you wish to maintain to bring up the User Detail window in the Work Area Username plech Employee Code 123458 Password eaae Level Technician w Show Rights Store Region First Hama Paul Last Name Tech Position Work Phone Mob e Phone 480 555 1111 Home Phone Email paul techaipmyshap com Technician v Mobile v in Housa v sus 4805551111 cellphoneemail com Daly Iob n Capacity Show Servis Area Disable User Ca Wit Si lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 20 User Detail Window 3 Click on the how Rights link next to the Level drop down list to display the User Rights win
12. Model Year Body Style and Submodel instead 4 If this is a repair click on the button This will take you directly to the Add Line Item menu to select repair line items NOTE If you have selected the button but need to make this a replacement instead simply click on the button This will take you back to the Vehicle tab click on the Lookup Vehicle button to take you to the Glass Parts list 5 Otherwise click on the button to display a list of the glass and associated parts i Col ts pa Vehicle Build Window NOTE We recommend that you enter the VIN as in step 1 above This will validate the VIN before you go any further in the Quoting process If you enter in the VIN number after the vehicle has been built and the parts selected the eDirectGlass system will not be able to validate the VIN 4 3 2 5 1 Custom Vehicle Information If you happen to have a vehicle that is not a part of the NAGS Car and Truck database you can add a Custom Vehicle and select parts from your Private Parts Profile To add a Custom Vehicle to this 2007 AMJ Logistics Inc 71 eDirectGlass Total Shop Management User Manual Quote 1 From the drop down list next to the L_Leokup Vehicle button on the Vehicle Tab select Add Custom Vehicle CEE gua C ure j ne coded w nous Coda J History Add i TTE vehicle Vehicle Tab Add Custom Vehicle 2 Ifyou have a VIN Number fo
13. OWOISTO ARAZ 6303100 AAGTY Ford HBBUS4SET WB 1022 HBBO34SBS WB 1222 HB8038684 GGW 1020 HBB038684 PWB 1020 S M HB88038587 Gow 1022 HBB038687 PWB 1022 S HBR023527 FTAZ 17698 BA HMR037396 4L3Z 17700 B HMRO37397 4L3Z 17700 A HMRO37398 XF2Z 17700 A HHRO37400 FRAZ 17700 A HMROU3E254 YLEZ 17700 AA H amp C000470 F4ZZ 63030A12 A Fr HW50343164HA3Z 76031 10 AA r r HB8034584 WB 1220 r r r Ford Ford Ford Ford Ford Ford Ford Ford pois pwoisrocryn em pacs Wndshes sus pao Vnmdzhield 12 5hr 425854 dhashe 2 0 Urethane Dam Primar Teach 3200 Adhesive 2 0 Fast Cure UrethaneDam Primer ieach 67 50 Bde 2 Vipers 20 Sid Style 0 teach 0 00 Blade 2 Wipars 20 Spoiler Style 0 teach 0 00 Bade 2 Wipers Std Style 227 O 1each 0 00 Blade 2 Vipers Spoiler Style 22 0 teach 0 00 Blade Wiper 207 0 teach 822 Bide Wiper 20 O tesch 635 Bde Wiper 22 0 teach 11 18 Wiper 22 O teach 10 11 Bracket Mirror Mount 4 teach 17 75 Mirror Wilermonrature Disolav amp leach672 33 Mirror Kx Rear View W Homelink amp 1esch624 58 Mirror bee View WiTemperaiure teach 75 83 Mirror Kit Rear View B teach 348 97 Mirror Rear View amp teach 4435 Spacer Glass sel of 2 3 teach 7 10 Weasiherairo Windshield 2 Tenachz3 41 Parts Selection Window 4 Select the correct Catalogue and Category and make any other changes then click on the button to add this new item to your Catalogue Category Win
14. ROS 319731948 2003 notcoded wi WORKHORSE CUSTOM CHA FORWARD CONTROL MODE N A cen invosce Code History MOTOR HOME 4 3 2 5 2 No Vehicle Information If you need to make a Quote for an item that does not require vehicle information or NAGS parts you can eliminate the need to enter this information in the eDirectGlass system 1 From the drop down list next to the L Eeekup Vehicle button on the Vehicle Tab select Add Custom Vehicle ROS 339731952 notcoded M Invoice Code History Add Custom Vehicle Vehicle Tab No Vehicle 2 Once you have selected the No Vehicle you will be on the Vehicle Tab in order to add parts to the Quote from your Private Parts list ROS 330731952 not coded v Invoice Code History 4 3 2 5 3 Selecting Parts Once you have selected your vehicle and clicked on the button you will be taken to the Vehicle Parts window If the job is to be billed to Owner or Other the parts list defaults to your Retail lt 2007 gt AMJ Logistics Inc 73 eDirectGlass Total Shop Management User Manual Catalogue You have the option to select different price lists or catalogues Simply select it from the drop down before you select the glass part If it is to be billed to Insurance Fleet or Broker andere encapsulated Quarter Righi Paint To Match encapsulatexd Quarter Lett Pani To baich encapsulated Guster Right Vui Painted Applique Quarter Le
15. Select the report you wish to view print from the ReportName list to display the report criteria in the Work Area 3 PAYMENT REPORT 4 ADJUSTMENT REPORT Date 05 08 7007 To Date 041132005 5 Once you have entered the search criteria click on the button to display the report in the Work Area lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 34 2 8 1 crystal ez x amp amp ts foo gt K 4 1 of i gt dh Preview rT Te GE Report AR 10454 PERI DIE PAYMENT REPORT From 18 2009 Te 45 2005 Date 0 amp Agri 2005 Time 1 38 07 PM hao ar Lagos Inngs Jeans Date dos Accoyst Name Bancaria Pau iny lis gat Amount STATEWIDE MUTUAL VISA 3358 528 52 550 00 T3 git 2004 4247 538 92 50 00 TOTAL PAYMENTS Reports Window Printing Reports With the report displayed in the Work Area click on the amp icon on the report viewer toolbar 1 located under your browser window address bar x amp amp 7 m0 gt 1 ofi gt M A cystalee Report Viewer Toolbar 2 A print dialogue box will appear Select the printer you wish to print to and click on the Pin button O e 7 x 2 2 22 E Apache dato Caron Aton Canon S520 Dihi Thon Leal an GAN L i Qi am IMC TT Pielerences lt 2007 gt AMJ Logistics Inc 35 eDirectGlass Total Shop Manageme
16. 3 Atthis point you can either find an existing Category and update the name or create a new Category name to use with your Parts Admin 4 To update and existing Category click on the End Categor button and click on the Category you wish to update to open the Category Detail window in the Work Area Admin Fee sr Fiera Category Del LE Acte Category v Oe ae Without Saving Category Detail Window 9 Update the Category and click on the button to apply the change or click on the Quit Without Saving button to leave the record without making any change 6 To create a new Category name click on the d Categor button to display the Category Detail lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 30 New Record window in the Work Area NAGS Price Group Active Category Go Wier Sg Category Detail New Record Window 7 Enter the name of the new Category Abbreviation amp Description and select whether it will be part of the NAGS Price Group then click on the button to add this Category for your use 2 6 WO Codes The eDirectGlass system allows you to add and maintain Work Order WO Codes to help you keep track of your outstanding WOs and their status To access the WO Codes section click on the Administration button on the Menu Bar to display the Administration Sub Menu Click on the button in th
17. DBOS7254GIT4 Lot Hn Cstaegue FLEETCA iMi Feature Color Reorder Taxable Part WF Inventory fam D Vendor Price 50 00 Taxable Labor M Pay tem GL Account Custom GL Pricing Method ld A Cutoff Loss lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 28 Parts Detail Window 3 You will have three options at this point To make changes and or additions to the information contained in this record and click on the button to record the changes To review the information without making any changes or additions then click on the Quit Without Saving button To completely remove this Parts Profile Detail Record from your eDirectGlass system by clicking on the 1 Delete Par button NOTE Once you click on the L Esse Fat button you will see a dialogue box verifying your desire to delete the record if you chooseL the record will be permanently removed from your eDirectGlass system Microsoft Internet Explor 15 E e EA Deste tht Part Delete Part Dialogue Box 2 5 3 Catalogues They system is load with some pre populated Catalogues but you can also create your own local catalogues 1 Click on the Administration button then click on button The button will appear on the left side of the screen under the Administration Submenu 2 Click on the button and the Catalogue Management window wi
18. DK341 HFLODO132 DME 1226 12 HFLO00132 DRM 1226 AFIL000132 DW 122682 HFLO00132 GGG 1228 HFLOO0132 MW01 226 BLZ HFLOO0132 MYv012260 BLZ HFLODO132 Mit i226 HFLODO132 WFS D1226 HMT000026 S5076401 Wmds held Windshield dhesre 129hrs 174 00 2 0 Urethane Dam Primer Teach 3200 AMENER nn leach 67 50 Goid Glass Group Blade leach 1438 Fier leach 1975 Creative Extruded Filer Dorcas amp Kalam Filer Perfect ram Auto Glass Component FlaxLine Mokings Gold Glass Group OETech OETech Pr c Chrysier Jeep Eagle Chrysier Jaen Engle teach 851 leach each each each Teach Teach Teach 1each Teach i 889668 d 886 4 m m e jaja jm ja AICC CTA HSC000641 4278882 E ba Discount Total 30 00 Glass Part Pricing List If there is a pricing listed in your Retail Catalogue for the glass part you have selected it will be highlighted in blue in the price column If you have the item in your inventory your on hand quantity will be listed in the O column Interchange parts are also listed but are highlighted in magenta Converting a Quick Quote From the Quick Quote parts sub menu you can select parts to build a rough price estimate As you select the parts by clicking on the empty check box of each required line item a total will appear at the bottom of the sub menu You can also apply a discount to the checked parts by entering in a percentage in the Discount box This discou
19. Explore Delete WO Code Dialogue Box 2 7 Invoice Codes The eDirectGlass system allows you to add and maintain Invoice Codes to help you keep track of your outstanding Invoices and their status To access the Invoice Codes section click on the Administration button on the Menu Bar to display the Administration Sub Menu Click on the Invoice Codes button in the Sub Menu to display the Find Invoice Code window in the Work Area Find Invoice Code Window 2 7 1 Add Invoice Codes To add a new Invoice Code to your eDirectGlass system click on the button in the Find Invoice Code window to display the Invoice Codes New Record window in the Work Area lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 32 2 7 2 Invoice Codes New Record Window Fill in the appropriate Invoice Code up to 12 alpha numeric characters and the matching description then click on the button to add the new Invoice Code to your system or click on the L Buit Without Saving button if you do not wish to save this record ni b if EL i 1 d Invoice Code Description modified Completed Invoice Codes New Record Window View amp Maintain Invoice Codes To view and maintain existing Invoice Codes in your system Click on the Administration button on the Menu Bar Click on the Invoice Codes button on the Sub Menu Click on the L Find Invoice Cade button in the Find Invoice Code window in the Work Area invoice
20. Inbox Messages can be sorted in any order by clicking on any one of the following tabs to sort by ascending or descending alphabetical or date range Hom Subet Chim 0 Set Inbox Message List Tab Sort Order Outbox The Outbox contains messages that were previously created but not sent These messages are listed in the Outbox Message list To complete or review one of these messages simply click on the message and it will be displayed in the Work Area Stabewide Mutual Exception Request 3211456 John Wayne To Statewide Mutual Clam 3211455 John Wayne Can we add front windshield tinting for a flat 25 00 Outbox Message List with Message Review When you are satisfied with your message and you want to send it click on the button and the message will be instantly sent You may also delete the message permanently by clicking on the button Otherwise you may continue to work elsewhere in eDirectGlass lt 2007 gt AMJ Logistics Inc 109 eDirectGlass Total Shop Management User Manual 5 5 Sent Items The Sent Items folder contains all of the messages that have been sent Messages that belong to claims that have been archived will not be displayed To review a sent message click on the message line and it will display in the Work Area Accepted Invoice 3393922 Mike Panter BJ20U2003 8 ZT OU AM Request into Manm Faternton B20 2000 B 34 00 AM Request info pri567
21. Lookup Vehicle button located under the original vehicle s lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 78 description You will be prompted by a dialogue box asking if you are sure you wish to change the vehicle and delete all of the line items Click on the button to continue Microsoft Internet Explorer v Change Vehide This wil deletes all ine items Continue 2 You will be taken back to the vehicle build screen where you will need to select a new vehicle or decode a new VIN and continue on with the parts selection 4 3 2 5 5 Finishing Vehicle Information After you have selected the parts from the Vehicle Parts process you will be automatically returned to the Vehicle screen from the Task Menu From here you can enter additional information if known such as the VIN if you have not already entered and saved the VIN number in the decoding process License Plate Ticket this is a searchable reference number that your company may use to identify invoices based on a manual ticket number and Mileage Remember you must click on the button if you make changes to any one of those fields When complete your Vehicle Information window will look like this ROS 33972506 2107 VIN 161 0124x27 203504 hol coded Chevrolet Cavals 2 Door Coupe License SSDP ED Siate AL invoice Code History Wieage 22380 Save Unda 0401191 V ndshiekd encapsulated 38x57 Part ld Oty
22. Messaging however it is secure and can only be initiated with a claim Message Center Check Messages Create Message Inbax Message Center Sub Menu Check Messages Allows you to check for New messages Create Message Allows you to create a New message Allows you to see all messages that have been sent to your account Allows you to see pending messages such as saved unsent messages sent tems Allows you to see all messages that you have sent from your account Allows you to manage your Message Center trash folder similar to the Recycle bin 3 1 3 C amp V Relationship Mgmt The Customer and Vendor Relationship Management feature allows you to manage all of your customer and business partner information This feature allows you to store information on your contacts and manage your relationships with each one 2007 AMJ Logistics Inc 51 eDirectGlass Total Shop Management User Manual 3 1 4 3 1 5 C amp Relationship Mgmt Insurance Contact Agent Contact Other Contact C amp V Sub Menu Owner Contact Manage your Owner contact records Insurance Contact Manage your Insurance Broker amp Commercial contacts and create maintain your private OSA profiles Agent Contact Manage your Agent contacts e g Car Wash employees that send you referrals Other Contact Allows you to create and manage other contacts such as those that provide s
23. O BOX 5020 STH MAH Comprehensive M authorizabton 54554 Referral No 515546 Loss Date 08 01 2007 Fleet Information Loss Time Uni Province where occured Care Who was driving Expiration Date insured the registered owner ves Che Driver Name Description of Ihcident F Driver License Fleet PO s d modified Company Task Menu Detail 4 3 2 2 1 Change Bill To If for some reason you need to change the insurance company that was originally selected click on the Lia 0 05 button in the Quotes Sub Menu to display the Find Company look up again Make your new selection and click on the button Coverage Coda Insurance Information Policy 8979784 Deductibis Ol Show Contract Companies a Clair Ne 45446 Company Faust cmomhensye M Authensaten 37987 RafaralHa 23884 Loss Date 10 2 2007 Find Company Company Hama Fleet Information Loss Time 15 25 Ung s Province where occurred PO Card x Whe was driving Owner Expiration Date insured the registered owner Yes No Orwer Name Descrpbon of basant Driver License Fleet POS lt 2007 gt AMJ Logistics Inc 67 eDirectGlass Total Shop Management User Manual 4 3 2 3 Bill To Company Task Menu Window Change Company NOTE You can change the Company information at any point in the process Quoting WO and Invoicing as long as the invoice has not been submitted If you do change the Bill To information you will have to re ent
24. RENE ERN tony morales Tony Find User W TUNE 3 Click on the user for which you wish to change the search result screens to display the Search Results Settings window in the Work Area mare rio v Date v Owner Ol quate Total e vear v insurance v make Fl cay v Model O Sales Person wo code Emo Oey v Date v Owner O 5aies Person e vear heurance CJ wo Total v Make CO wo Number Ol Tecnnician sas Code F Modal O cry v agent v nate v owner O sales Person v vear haurante O inveics Total e uasa O vedios Number EL CET Results Settings Window lt 2007 gt AMJ Logistics Inc 23 eDirectGlass Total Shop Management User Manual 4 Once you have made the changes to the user s Search Results Settings Click on the button to apply the changes 2 5 Parts Admin This section will allow you to add and maintain custom special parts and inventory 1 From the eDirectGlass Main Screen click the Administration button 2 Onthe Administration Sub Menu click on the button 3 The Parts Management window will be displayed in the Work Area first wo letters may be required LASS EAA tre Category Parts Management Window 4 Atthis point you can either choose the button to create a new part or choose a Catalogue and Category and click on the L Find Farts button to maintain an existing part You can also choose to show only Inventory or Non Inventory Items by selecting the
25. Subentted Gemer Isyurance Vor Phone Claim Ne Make 2p Invoice Ng Vocal VA td Reset Post Payment Window 1 Select whether you are going to post a payment for a Single Invoice or for Multiple Invoices There are times when a Insurance company may send you a combined payment for multiple invoices therefore you would select Multiple Invoices 2 Enter the Total Amount to post against the Invoice s 3 Select the Payment Type from the drop down list and then enter the referral number of the payment check number or credit card approval code 4 Select whether the payment is from Insurance or the Owner 5 Inthe Find Invoice window enter the Invoice Number or one of the other fields and click on the button You can also just click on the button with no search criteria to list all of your outstanding Invoices 6 The Invoice Lookup screen will display in the Work Area 2007 AMJ Logistics Inc 137 eDirectGlass Total Shop Management User Manual 7 Select the Invoice and the Payment Amount will be added to the Post Payment Field 8 Click on the button to post the payment 5000 usa MERS Pait ay C insurance 9 Owner Iisyrarice Clam Ho Invoice No 32996 125 00 o T 1 Record Apply Payment Window 9 After the payment has been posted the Apply Payment window will update and reflect the new balance 125 00 S75 00 Updated Apply Payment Window If you choose the Mult
26. Window NOTE If you will be tracking inventory for this part you MUST check off the Inventory Item box and fill out the On Hand Reorder and Vendor Price boxes If the On Hand box is not showing check in System Admin to make sure Track Inventory is marked Yes 2 5 1 1 Lookup ADD You may also create a new part based on a NAGS part using the LloskupABD button 1 After you click on the button you will find the L Eeekue PP button in the bottom right corner of the Parts Detail window Cabegary select cene Descnpbon Uni EA Moss M en ay tranca kd Type RAGS Posbon v Discount HFG Part Feature w Net Price Let Ha Calar On Hand Catalogue select pme Recorder Taxable Part E inventory Rem I Vendor Price Royalty bem Custom GL M GIL Account Cutoff Loss AV Parts Detail Window 2 Once you click on the button you will be taken to the Vehicle Build window Once you have chosen the Make Model Year Body Style and Submodel click on the button to list the NAGS glass parts associated with this vehicle 2007 AMJ Logistics Inc 25 eDirectGlass Total Shop Management User Manual Vehicle Build Window 3 Select the glass part i e windshield door glass etc to list all of the parts associated with this item Put a check next to the item you wish duplicate in your local catalogue and click on the Add Selected Part and you will be taken to Parts Detail Screen
27. allows you to print Work Orders for In house and Mobile use please make sure you have followed all of the steps under Section1 Getting Started before you attempt to print any Work Orders 1 Select a Work Order from the Work Order List 2 Click on the button 3 The Work Order Print Preview screen will open in a new browser window 4 Click on the amp f button on the report viewer toolbar located under your browser window address bar amp amp F 1s Preview 4 1 ofi kk m crystal Report Viewer Toolbar A print dialogue box will appear Select the printer you wish to print to and click on the Pin T button dat Ach Ate Claes subo HP Dabler on FAO Lanes Jed 41 ES Sista Pew Frise Presence Page Range M Number ol copies 1 4 pP I CP I an Erie eh a ingle pase numer ci rahe FIRE page range fo example 512 Prie ce so 2007 AMJ Logistics Inc 95 eDirectGlass Total Shop Management User Manual 4 4 7 4 4 8 Print Dialogue Box When you have finished printing just close the report viewer browser window Converting Work Order to Invoice When a Work Order has been completed it must be converted to an Invoice so it can be billed appropriately You can make any modifications to the Work Order that you wish or make changes in the Invoice process prior to submission Once an invoice has been submitted no c
28. amp Invoicing 102 4 6 2 2 4 6 3 Save lice Holas Invoice Codes Drop Down List Invoice Code History View You can also view the history of the Invoice Code changes by placing your mouse over the Invoice Cade History header to show the user name and date amp time stamp of the Invoice Code change s m 3 Chevrolet Beretta 7236 License State Invenio Code History 2 Boor Cove by David Malore on 3010 2004 11 31 AM Glass 10mm sel of T vy David Malore on 3 17 2004 8 58 AM Susa ioe Invoice Code History View Finalize an Invoice Before you submit an Invoice for billing purposes make sure that you make any necessary modifications additions or deletions to the invoice Verify all of the information in the Owner Insurance Loss Info and Vehicle areas Pay very close attention to line item details pricing and taxes lt 2007 gt AMJ Logistics Inc 103 eDirectGlass Total Shop Management User Manual 4 6 4 NOTE If the Owner invoice carries a balance for deductible and or parts you must enter a payment in the system before you are able to Submit and Print the invoice Submit an Invoice You will have the option to Submit your Invoice to your local printer for printing and mailing You are only able to Submit and or Print an invoice where the Owner balance is 0 or if a Commercial Owner account the balance must be 0 if COD or Terms must
29. be selected on the Owner tab Submit Invoice to ING CANADA WESTERN BELRON Print to local Printer Invoice Submission Box Once you have finalized the Invoice click on the button at the bottom of the Vehicle display Select the method to submit the invoice and once again click on the button located in the method box You will then be asked if you wish to Print the Invoice Now click on the button and the Invoice Print Screen will display If you do not wish to print the invoice at this time simply click on the button A date and time stamp will be listed in your record once you have submitted the invoice NOTE Once you submit an Invoice for billing you cannot make changes to the Invoice 2005 Buick LeSabre Custom Door Sedan License Hissge Windshield 2000 Year w h or w oRain Sensor 2001 amp up P without Antenna Solar Coated 359x648 No voice DWO137E Windshaeid leach 528702 T 287 02 LABOR Windshield Labor z hrs 50 00 fa 125 00 M DWw01375 HLELOT Se Lovin teach 51545 875 45 fe HAH000Q04 Adhesive demana Camfrimer 765 558 00 D 56 00 FF HST000458 Strip Sealing leach 815 58 15 F Sub Total 552 82 GST 0 00 PST 50 06 suai to on Dis 2 485 Y reti Apply Cash Discount Creme 0 amp 4 HST 71 84 Deductible Disc 0 00 Total Changes 562446 Deductble 200 00 Tota S424 6 2007 AMJ Logistics Inc Quotes amp Invoicing 104 4 6 5 Subm
30. date range selected Insurance Company Statewide Mutual Date From Date To fing Reset ompny dress City State STATEWIDE MUTUAL 1513 ROCKEFELLER PLAZA NEW YORK NY Bulk Invoice Notes Selection Screen 4 Double click on the Insurance Company to display a list of invoices that will have the notes added to them and to display the Invoice Notes box at the bottom of the list insurance Company Slatawide Mutual Date From 01 06 2007 Date To 8 05 2007 STATEWIDE MUTUAL STATEVADE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL Bulk Invoice Notes List 5 When you have finished creating your notes click on the button to add the notes to all of the listed invoices lt 2007 gt AMJ Logistics Inc 47 eDirectGlass Total Shop Management User Manual 2 12 Contact Export eDirectGlass allows you to export your contact information for given parameters to an Excel spreadsheet for marketing administrative purposes To view and maintain an existing Cash Profile in your eDirectGlass system 1 Click on the Administration button on the Menu Bar to display the Administration Sub Menu 2 Click on the RMS button to display the Contact Export parameters window in the Work Area Sales Person No Markets No Regions cute Exelude gt Include Excluda O invoice Status Invoice v invoice Type 9 An O Repair C Replacement Stant
31. for active conten Disable Disable Enable Prompt Allow websites to open windows without address or status b Disable Enable E Display mixed content Disable Enable i amp Installation of desktop items Prompt Disable E Don t prompt for dient certificate selection when no certifica Enable Disable Prompt Enable i amp Launching applications and unsafe files e Drag and drop or copy and paste files Disable A Disable a Enable Enable Prompt Prompt E Launching programs and files in an IFRAME E Indude local directory path when uploading files to a server Disable Disable Enable Enable Prompt Navigate sub frames across different domains Disable 8 Enable i amp Use Phishing Filter 5 Prompt Disable i amp Open files based on content not file extension Enable Disable amp Use Pop up Blocker Enable uin E Software channel permissions Enable High safety Userdata persistence Low safety Disable Medium safety Enable E Submit non encrypted form data E Websites in less privileged web content zone can navigate in Disable Disable Enable Enable Prompt 9 Prompt lt 2007 gt AMJ Logistics Inc Getting Started 10 Sens S Active scripting Disable amp Allow status bar updates via script Allow websites to prompt for information using scripte
32. idoneae bier seated ad ented 81 4 Printihg a QUOTE 5 iiio oerte datur aun ico 82 5 Deleng Rel mm 83 6 Converting a Quote 10 a Work Order sn ne iS ee Pau ev e A eee aia dems 83 4 WOIK OF GIGS nn dome desint vasti t dnas x ind A EEA 84 1 Open Work Order sie se cctec ce sues etase ETa a cenetvac ce aniacvesudevauestuanuverceiacceocetecceocencencanest 84 TVoncoOrders LispGolor GC Odllgs eet etr t exe rebote oe te o e m aA RE ct 85 2 Schedule Work Order tm 86 a O A 86 2 ANB Sci 21 1 e a o a na eu 87 3 SOI VICES AUS Tm 89 A Using WO COES nucum t 90 TAPIA NO COR M X a ee ae eS Nee ee de e 90 2 WO OCbode FAISONS VIS RS Ne ee d LM LL M C LE 91 oSAHachmehlS A ee e A Ee PE 91 TAJA PAN a ral cs A DERE 91 MALACRS AVE A te Een eee cro eee ae en ne nn Se d th eee a 92 2 Attach Image Directly from TWAIN DOVICO uidet thaw ro Enoch acai deed peius a npe beta pc Ebo iaa 93 2 VIeW AIBCHITIGPIES alii 94 6 Print Work Ordem nascon a E EEEE EA EE 94 Tierenii ipilseBie p derisum 95 8 Apply A Payment or Make an Adjustment 111111eeeseeeee eee eeeeeeeee nenne eene nnn nn nnn n nn nnn nnn nnn nnn nana nn nnn 95 5 Schedullhg 25 iU aae CU a ERR MR NE TOv aan a 97 1 VIeWiINg SChdUIS ss a ee A e ea Wd eds eared 97 2 PUNDO ICAC c aaa a E e E EEA A EA E AEE EAI ESA EEEE EEE E 98 6 INVOICING au ner mene Nena ere enter Ber de vy Panis han enone re avers Perera den 99 TORE an IN
33. in the Discount Text NOTE Even if you will not limit the amount of a discount your employees can give to a customer you must enter an amount in this field Just make it a large enough amount e g 900 so there will be no restrictions Rss Moral fame LPE Company Kame Fro Sulo Autoolass Address BLES E Via De Ventura address STE 311 C amp y scottsdale Phone 280 853 0015 Fax 480 422 9085 intact Gary Hart v gary hat ediractiglass com 0600 Warehouse number 6201 sour 545 00 Deductie Discount Max 5100 00 k vent Text PROMOTIONAL My V erk Prong v Shop Detail Contact and Labor Information In the next section make sure you enter your tax ID and rate information If you are in PE check off the box next to PEI and the taxes will be applied appropriately 6000 Fogg Shop Detail Tax ID and Rates lt 2007 gt AMJ Logistics Inc 17 eDirectGlass Total Shop Management User Manual 9 The next Shop Detail configuration is your hours and days of operation In addition eDirectGlass can publish your operation hours and days to your business partners This feature allows them to pre schedule assignments If you do not want to participate in this feature please check the M Do not allow Assignment prescheduling check box Note The total Daily Job Capacity for all of your technicians see User Administration will be used by the system to calculate the Total Shop Capacity you do not sho
34. is created from walk in business or for an Insurance company Fleet company or TPA who does not use the eDirectGlass system to initiate claims and you will be billing to an Insurance company Fleet company or TPA you can quickly and easily manually apply the OSA rules you have lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 80 set up in your system see C amp V Relationship Mgmt Insurance Contact of this manual for that company On the L tab simply click on the O amp A check box in the Parts List and the line items will automatically convert and apply the O amp A discounts and pricing rules that you have previously set up in the Insurance Contact Record in the C amp V Relationship module of the eDirectGlass system If you have selected an insurance company that already set up O amp A rule for under C amp V Relationship Management these rules will already be applied 2000 Hyundai Sonata ROS 339072533 Wot coded we invoice Code History Tickets VIE KIHHVWF25V7YA227034 Fiii ta FWO2114 H5A000448 HIMILO 20896 tesch 702 95 M Faits 5500 M teach 46 00 fe flat Teach 5334 112 00 v 530 00 v 583 34 v Gas cta Apply Cash Discount Deductibie Disc 50 00 Sub Total 517 11 Tax 23 05 Total Charges 5540 96 Deductibie 550 00 Total 590 96 O amp A Rules Applied in Quotes 4 3 3 2 Applying Cash Profile Discou
35. it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Campaign you wish to close by clicking on the button in the Find Campaign Owner Marketing window In the Edit Campaign Owner Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign Type amp ny Campaign Code Campaign Hame Status Open Closed Find Existing Campaign You may enter partial data in one or multiple Telde Create New Campaign an du n a Retning Campaign Code Radio Campaign Name Campaign Start 21112004 Campaign End 2 29 2004 Campaign Closed F 12 free dinners DE MEM Edit Campaign Owner Marketing Window Closed Campaign You may also close a campaign by highlighting the campaign line in the Find Campaign Owner Marketing listing and clicking on the button in the Sub Menu NOTE Once a Campaign is closed it cannot be reopened Agent Marketing Agent Marketing allows you to create and manage marketing campaigns related to working with Agency s or Third Party Administrators 2007 AMJ Logistics Inc Marketing 128 7 2 1 7 2 2 Working with Agent Marketing To work with an existing Agent Marketing Campaign click on the PP Hii button and the Find Campaign Agent Marketing window will display in the Work Area Enter the search information for the Campaign you are looking for and or click the Find Existing Campaign
36. selecting the ERREUR button a list of assignments both new and previously read however if the assignment has been accepted it will no longer be listed here but under Repair Orders are displayed in the Work Area 01052004 2006 Chryser Concorde Manrny Thomas 01582004 2004 Lincon Aviator Cori Rooney Fira Insurance of Garyland 2 Recards New Assignments List Window You can open any one of the assignments in the list by simply double clicking on an assignment line or single clicking to highlight the line and then click on the button Reviewing Assignment After the assignment is opened you will see the assignment information in the Work Area and the Task Menu will become active First Name LastName Hems Secondary Phone sec Address 10897 M 1131h Aye MoblePhone ddr FAx city SCOTTSDALE State AZ tra woaited Shore Sales Person select one Bil to insurance Campaigr Assignment Review with Active Task Menu Clicking on each one of the Task Menu items will display the information as it pertains to each menu item This feature allows you to review the assignment information before making a decision to either accept or reject the assignment 2007 AMJ Logistics Inc Quotes amp Invoicing 56 4 1 2 4 1 3 4 1 4 Accept Assignment When you are ready to accept an assignment you have two choices Accept or Accept amp Save When you click on
37. selections lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 42 QuickBooks company file C Program FilesuntuitiQuickBooks Proi2005 MAR ONTARIO QBW a Select the accounts to use in the GB download You can use the same account for multiple parts AC MISC amp pui AE ASICLEAR ASITMY SiL EA ABZTNT ASME peist BENET ERASE ARTET T In CL UISC CT MEC evanst pa usrc pouse CELER DEFREF DENEL CAME DSPOSALFEL CLSC Sales Omar Miscellaneous Sales Glass Admin Fea Sales ccessones Accessories Sales Glass Flat Glass Sales Glade Flat Glass Sales Glass Flat Glass Sales Glass Flat Glass Sales Accar ma Accessones Sales Accessoanes Accessones Sales Accessones Accessories Sales Accessones Accessones sales Access nes Accessones Sales Accessones Accessones Sales Accessones Accessones Sales Accessones Accessones Salas Accessones Accessones Sales Glass Domestic Tempered Sales Glass Domesse Tampared Sales Cher Diales Bara Sales Acceasones Auto Detailing sales Accessanas Aeccessonet Sales Accessones Accessones Sales Glass Flat Glass rale Revenue GL amp COGS Screen EMEA D Hs of es s Hol e fe MEME EA LAR ESE AO E Sa a Accessornes Arcessonas Glass Flat Glass Glass Fiat 31333 Glass Flat Glass Glass Flat Glass Aecessones Accegsqomag Accessones Accessomas Accessones Arcessones PotEEERDnEEACCO3320 es Accessones
38. set up the list of people who are eligible for commission payments To add or maintain these records click on Administration button and then click on the User Mgmt button This will display the button under the Administration Sub Menu 2 3 1 Adding a New Commission amp Writers Entry 1 Once you have clicked on the button in the Administration Sub Menu the Find Commission Salesperson or Writer window will display in the Work Area To begin adding a new entry click on the button Last Hame Find Commission Salesperson or Writer Window 2 The Add Commission Salesperson or Writer window will now appear in the Work Area for you to complete Add Comr iz First Name Last Nach Postion Work Phone Mobde Phone Home Phone Email Bene Reg rig Display Name Disable User Eve Add Commission Salesperson or Writer Window 3 Once you have filled out all of the information click on the button 2 3 2 Maintaining Commission amp Writers Entries 1 Inthe Find Commission Salesperson or Writer box enter a username first name or last name then click on the button To see all users for your account just click on the button without entering any names 2 From the Commission Salesperson or Writer List window click on the name you wish to maintain EE ESO OA EAN jessicac wrier2 jessica caladan wrlerz pham writer john mason wriers markh comm mark hall comm d Commission Salesperson or Writer List Window 3 Int
39. that appears in the Sub Menu to display the Private O amp A CRM Profile Detail window in the Work Area lt 2007 gt AMJ Logistics Inc 117 eDirectGlass Total Shop Management User Manual STATEVADE MUTUAL 1515 ROCKEFELLER PLAZA NEW TORENT 1234 42173555325 Domestic Vines wee Curent NAGS Catalog W MAGS Foreign Windshaeld Domestic Tempersd 10 fs Foreign Tempered First Repair 5 Additional Repair 15 Otherka Fist 5 Other 5 1 0 KA Fil S 3 0 KE Flat 5 65 00 call or all other parts Remarks Save modified Private OSA CRM Profile Detail Window 2 When you have finished updating the record click on the button to commit to your changes or click on the L Huit without saving button to keep the rules as they were or if you were creating a new set of rules to not save them at all 3 You may also delete an existing set of private O amp A Rules by clicking the button You will be prompted by a dialogue box to confirm that you wish to delete the profile Click on the button to delete Delete Profile Dialogue Box NOTE You can choose to use the Current NAGS Catalog or select another one from the drop down list depending on the insurance company s O A Rules If the insurance company is using a percentage above NAGS you will need to show that as a negative percentage i e 10 above NAGS will need to be entered as 10 Kit pricing is either a flat fee or by quantity If the insura
40. the Reset invoice submit status V enter a Heason for the status change in the Reason box and click on the button VOLI us insurance i EH 884663 EDO LE KS S45542 455 42 v s insurance 16053 5549 02 5543 37 Barry Levinson ING CANADA WESTERN BELRON 18780 S4B250 5282 50 Date 02 25 2008 Amount Adjusted HS 2 Total Reset invoice subma status v Credit asjustment Acjustment C Crack Meme Calculate Tax v n heed Eo update address Adjustment Window 5 You will now be able to make and save changes to the invoice Aging Report To create and review an Aging Report click on the Aging Report button in the Accounting Sub Menu and the Aging Report window displays in the Work Area Aging Report Window 1 Enter the Aging search criteria and click on the button 2 The Aging Report will display in the Work Area lt 2007 gt AMJ Logistics Inc Accounting 142 222920 z STATEWIDE MUTUAL STATEMDE MUTUAL i 57 343 23 11 650 45 3 527 00 307 35 2298 53 Finl Aging Report 37 Records Aging Report Review Window 3 To print the Aging Report click on the button 85 Closed Invoices The Closed Invoices section lets you see a list of all invoices that have a balance of 0 Insurance Clam Ho Invoice Ho Closed Invoices Window 1 Enter the criteria for the closed invoices you want to view and click on the button or you may clic
41. to click on the button 2 Choose either Apply a Payment Make an Adjustment or Cancel Posted Payment 2007 AMJ Logistics Inc Quotes amp Invoicing 96 104612352 2005 VIN Toyola Camry 4 Daor Sedan License 12 34 ABC Previnee GM nos Coda History meended ie l esge 224242 Color WHITE o 88D ll Please Choose e Apply a Payment E NE TETE Make an Adjustment 2135 00 O uc ais 57 72 s7 72 T Payment Adjustment Selection 3 Ifyou selected Apply a Payment enter the payment amount select the payment type enter the referral number and choose whether the Paid By is Insurance or Owner and then click on the button 4 You will then be taken back to the __Wehn tab of the Work Order record you were working with and will now see the Remittance Box TONO the payment you just applied En Ji yr Check Ho d B Mic T Ameunt suero visa SSS o Owner Payment 55000 Hemittance Box 9 If you selected Make an Adjustment enter the Amount Adjusted if you are adding an amount you will need to enter a negative number and the Reason for the adjustment then click on the button NOTE eDirectGlass will automatically apply taxes to the Adjustment amount unless you UNCHECK the Calculate Tax The Credit amp diustment box is used to note a payment that has already been applied in the eDirectGlass system bu
42. you want to work with you can either double click it or single click and select the button to open the contact record button and the Find Existing Company Lai Name First ame Find Existing Contact You may enter partial data in one or multiple fields Create New Contact AAA Car Rental M O EE Relieve Contact 1 Record Hetrieve Other Contact Record Maintaining the Other Contact Record After you have selected the contact record and have retrieved it the Other Contact Record window will open in the Work Area 2007 AMJ Logistics Inc 123 eDirectGlass Total Shop Management User Manual I L TETTI r j 1 E l Cn ne E af Company ARA Car Rental Phone 480 212 5238 Contact Mike Jones Secondary Phone Address 18778 M 82nd St Fax 480 656 7878 Address Tax kd SESS Pa Cty Scottedale on er Notes Rental Code 1234 Other Contact Record Window You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications 6 4 3 Creating a New Other Contact To create a New Other Contact click on either the button in the Find Existing Other Contact window or click on the Mew Contact button in the Other Contact Sub Men
43. 00 50 00 50 00 50 00 50 00 50 00 0 06 50 00 50 00 50 00 0 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 50 00 93 Records Sales Report Review 8 6 Invoices for QB If you have completed your QuickBooks setup you may begin exporting submitted invoices to QuickBooks 1 Click on the button to display the QuickBooks Invoices screen in the Work Area insurance Claim No Invoice Ho 2 Click on the button to display a list of invoices that may be exported to QuickBooks NOTE You MUST have the correct QuickBooks file open before you export invoices from eDirectGlass lt 2007 gt AMJ Logistics Inc Accounting 8 7 Owner Phone Fan VIN Insurance Claim Ho hroka Ho Gary Hart Enterprise Rent a Car Henry Hil Fred Finistone Gary Hart Teds Fast Way Maria lona Gary Hart Gary Hart Teds Fast Way Gary Hart Teds Fast Yay Mary Latva Gary Hart Gary Hart Gary Hart Rambech Computers MAPLE LEAF MILL LTD ELIO DALLAS CONSTRUCTION INC Larry Bumbarider Larry Rogers HERTZ CANADA TRUCK DIVISION Martha Creapers U HAUL WHEELS INC Gary Hart Teds Fast Way No insurance Ne n ur nce No insurance Ho insurance ALLSTATE INSURANCE CO STATE FARM INSURANCE No nsur nce Ho insurance KBC OUT OF PROW BELRON Ha insurance PG MSURAMCE CO OF CANADA Ho M urance No insurance E HOVEX BELRON BG NS CO OF CANADA BELRON No ins
44. 19 Once you have selected your file click on the ha Explorer ActiveX warning box simply click on Yes the script click NO Internet Explorer T An Active contra on fis page might be uada to teres wth ether carts of She nage De vu mart ts interaction miya tr s 3 QuickBooks Fro ic Backup E Components bara icons GNET IC QuickBooks Letters lal _regfal txt T 2005 MAR ONTARIO QBW 3S abmani DLL d aboutpatch INI accent tx Ml ACE DLL Sach dll is acfpdt drv Pacto inf E E acfpdf txt M acfpdfu dil 8 acfodfui di iS ACM DUL 8 ADR DLL 8 APPCORE DUL fia askforos exe El autosaciuoz UDEXE exe fs bnk dat boost_regex dl S boost signals di S boost_threadnon el fe bustaxca scd M cdintf dii Sa Cheques Supplies ICO File nama Fies of type Al Files 2005 MAR ONTARIO OBW Micro Internet Explorer Ds you mart lo Bee Se geret m Lm _ M 20 eDirectGlass will talk to your local installation of QuickBooks and pop up the following dialog box i Coa can c ifl Coa_can ii i Coa_sed mcos tif gas t2 sf componerr core chm E CORE ch iri core lif ej correct tx cs ccard c iles ecard h SP es _ deposit os deposit isl cst dat button You will get an Internet If you get a box asking if you want to abort A a dedic hd sede la Ae ey DOLIA rr viu Sei My See ee 2007
45. 3 2545 304 698 7785 607 555 1277 480 555 5553 480 333 3333 602 555 5559 450 555 5555 574 554 5574 556 867 7745 480 445 1246 659 885 4444 620 555 5557 548 547 9995 607 555 8700 452 145 2145 450 774 5447 858 659 8173 123 455 7890 bal Malone AO CC CCC Harold Marken 480 555 6555 454 547 5546 602 544 5874 555 222 4545 480 555 5546 450 959 5097 Relieve Contact 237 Records Retrieve Owner Record You can also sort the entire list of contacts by clicking on any of the column headers after clicking on the L Find Existing Contact button tompany fFistlame saat esi Owner Contact Column Headers Sort Tabs 6 1 2 Maintaining the Owner Record After you have selected the contact record and have retrieved it the Owner Contact Record window will open in the Work Area lt 2007 gt AMJ Logistics Inc 113 eDirectGlass Total Shop Management User Manual Owner C Commercial Owner Contact Reco me ee First Nama Idle Mila rimary Phone 455 Sets i 2 e P E m Last Namel Bradle reo Suffix m s NOCH m m m a lak m khar E a LEES L n Address Addressa Cty MONTREAL E Ho s gies Owner Contact Record Window You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not print anywhere but they w
46. 480 554 1213 Address Tax dd 86 1313131 City Scottsdale State AZ zip 85258 Mo Tax Emai fender babigquikymartlube amp oil net Maoditied Hotes Completed New Agent Record Window 6 3 4 Adding Agent Contacts Once you have added the main Agent Record you must now enter in all of your referral agents for tracking purposes i e if you are required to send the referral agents 1099 s at year s end 1 Click on the Agent Contact button to display the Find Existing Agent Contact window in the Work Area 2 Click on the button to display a list of all of your existing Agent Records Note If you have already entered referral agents for a main contact they will be listed as separate lines but they are all part of the main contact record 2007 AMJ Logistics Inc 121 eDirectGlass Total Shop Management User Manual Company Last Name First Name Phone You may enter partial data in one or muliple fields 480 644 8541 Gwen 480 844 8541 Rob amas 480 844 8541 Fred 480 554 1212 Robert iani 480 554 1221 Tony 480 554 1221 Retieve Contact T Records Find Existing Agent Contact Window 3 You may select the record you wish to add an agent to by either double clicking the line or single clicking the line and then clicking on the button to display the existing main Agent Record window in the Work Area Company
47. 5 AMJ Logistics Inc 41 eDirectGlass Total Shop Management User Manual QuickBooks Application with No Certificate An application without a certificate is requesting access to the following QuickBooks company file Pro Test Canada REM EME enh all This ee not have a certificate QuickBooks cannot verify the developer s identity search for Information about fs SHOT atthe QuickBooks Solutions Marketplace What does this mean Do you want to allow access to this company file Confirm to Proceed 9 La o ric If you allow unsigned applications to access your file a 3 tion could use the same application name and possibly misuse your data For suggestions about enhancing the safety of your company s data cick Help La Are you sure you want to allow this access 22 Select Yes on the Confirm to Proceed window 23 Back in eDirectGlass you will see the Chart of Accounts mapping screen You may get a warning message from Internet Explorer regarding the speed of waiting for the Chart of Accounts lf you do click No otherwise you may cause a setup issue 24 Verify the Revenue amp COGS GL accounts for all Part ID s and Categories The system pre populates most of these accounts but if there is an account that doesn t match with your GL it will leave it blank and you must make a selection Making a selection from the drop down boxes automatically saves the
48. 5 82 Apply Cash Discount Total Charges 51 260 82 Deductible Disc 5100 00 Deductible 5250 00 Total 1 010 82 Deductible Promotion Discount Applied 3 If you exceed the maximum discount allowed by your company this is set up in the Administration section of eDirectGlass you will get the following error Microsoft Internet Explorer 4 If you do get this error simply change the amount you entered in the Deductible Disc field to be less than your company s maximum allowable discount 4 3 4 Printing a Quote To print a Quote in eDirectGlass please make sure you have followed all of the steps under Section 1 Getting Started before you attempt to print any Quotes oelect and open a Quote Click on the Print uote button The Quote Print Preview screen will open in a new browser window Click on the button on the report viewer toolbar located under your browser window address bar pop Ic amp amp F Ts 100 ld 4 1 ofi k bk m crystal sie Report Viewer Toolbar 5 A print dialogue box will appear Select the printer you wish to print to and click on the Pin button 2007 AMJ Logistics Inc 83 eDirectGlass Total Shop Management User Manual h Cua Pes Frise Presence Location geh Acte Ci subo HP Caron S520 Cebler on FAO Lasari 41 cn GEEENZ Page Range fo Number of copse h r a E Cro o FR m T Enter ethes a angle page
49. 94 Alicia Moore 8 20 2003 11 25 00 AM Request Info 092903 Tadiran Electric 8212003 5 09 00 AM Siatewide Mutual ATTE S EEE CT CC ES EU CE Statewide Mutual Request into 3 Johnny Knoxville B 20 2003 3 25 00 PM To abewide Mutual Sent 6 21 2003 21200 4H We would like to verify that this insured has a 50 policy deductible Please advise as soon as possible Sent ltems Review 5 6 Trash The Trash folder contains messages that you have received and deleted To review the items in the Trash click on a message line and the message will open in the Work Area ELCuL ALLZU IRE Exception Request ESGSET Tom Rogers 1029 2002 10 45 00 AM To Pro Auto Glass Sert 10 29 2002 10 48 00 AM Subject RE Exception Request Clari 656567 Tom Rogers Yes for flat fee of 20 00 Trash Folder Message Review You can restore any of the messages in the Trash folder Open the message and click on the button and the message will be moved to the Inbox lt 2007 gt AMJ Logistics Inc 111 eDirectGlass Total Shop Management User Manual 6 C amp V Relationship Mgmt This chapter provides instructions for working with the eDirectGlass Customer amp Vendor Relationship Management module C amp V Management allows you to work with Customer and Vendor contact information Contact management allows you to keep detailed information on your business partners eDirectGlass has enhanced contact management for the automotive g
50. Accasdomas AccessonesJAccessonmes Accessones AccessQnes Ae amp tessones Accesq mes Accessonaesccessomas Glass Demest Tempered Glass Domesbe Tempered Other Dealer terns Acc essones Auto D eradin Aetessones Accessq mes Actessones Accessonas Glass Fiat Glass irum nz Ip ARTT 2 28 E D C a E ae IE E E EIE E EA amp is 3 4 25 Next you must go in to QuickBooks with your company file open and make the following changes a Goto Edit Preferences and find the Purchases amp Vendor icon Click on this icon b Next click on the Company Preferences tab Make sure that the Inventory and purchase orders are active check box is active Close the Preferences finished window when you are lt 2007 gt AMJ Logistics Inc 43 eDirectGlass Total Shop Management User Manual 26 2f 28 29 Preferences My Preferences Purchase Orders and inventory lv inventory and purchase orders are active v Warn about duplicate purchase order numbers Warn if not enough inventory quantity on hand QOH to sell Warn if item quantity exceeds QOH less quantity on Sales Orders v On saving invoices prompt for 50 if qty exceeds inventory avaiable Sales Orders must be enabled in the Sales amp Customers preferences Purchases Entering Bill a Vendors T Iul Bis are due 10 days after receipt Warn about duplicate bill numbe
51. CES SKIP THIS STEP Ho tar wash Tor 48 hours noce Statement Please contact us if you have any questions at any time Ga Wo Sov HO amp Invoice Statements 11 When you are satisfied that all of the information is accurate click the button 2 2 User Administration To add or maintain users for your eDirectGlass account click on the User Maint button NOTE You must enter in a User for all technicians and sales people to whom you wish to assign jobs You must create a username and 2007 AMJ Logistics Inc eDirectGlass Administration 18 2 2 1 2 2 2 password for them even if you do not intend to give them access to the eDirectGlass system Adding a New User 1 Inthe Find User box click on the button 2 Inthe Add User window enter a Username and Password 3 Select the User s level Training Manager CSR Admin Sales Person Technician NOTE Until you modify the user rights see User Rights section of this manual they will not have access to any area of eDirectGlass 4 Ifthe user is a technician select whether they are Mobile In House or both and also enter in their Daily Job Capacity if you are a shop that is AM PM based The total Daily Job Capacity for all of your technicians will be used to determine the total daily job capacity for your shop 5 Also if the user is a technician the SMS box will display This function allows the system to alert the user of j
52. Date O 1 01 06 End Date 12 31 06 Contact Export Parameters Window 3 After you have selected your export parameters click on the button 4 The system will ask you if you wish to Open or Save the file Click on the Save button to save the file to your computer File Download Security Warning Do you want to open or save this file 138 P Name edgCcontactExpert xis Type Microsoft Office Excel 97 2003 Worksheet 2 95 KB open or save this software Whats the risk lt 2007 gt AMJ Logistics Inc 49 eDirectGlass Total Shop Management User Manual 3 1 1 eDirectGlass Basics Overview This section provides a detailed description of the elements of the eDirectGlass window Each of the different areas of the window are clearly labeled and defined to help you later in the manual shop alr Wiper Blades for the Worst of Conditions pri r shop merugermert solas 1 h www TricoProducts com 88 liveheipisoniine y C amp V Relationship Mgmt Quotes 8 Invoicing Owner Bio J Agent Lossinto Venice J schedule New Assignments First Name Lary 1 SA m j Last Name Moneypales Address 1234 E Anywhere St m invoicing City MONTREAL Province QC PC H1Z3T6 Email WorkOrder store Sales Person select one Print Work Order Campaign ss Billto C Owner Insurance Fleet Broker C Other Show O amp A Rules Add Attachment
53. Din B Gone Car Wash M 100 Contact Harry Shiner Address 10425 M 100th Si Addressz Tax id B6 2414244 Cay Scolisdale Stata AZ Zip 85259 Mo Tax Creme Hew Contact Retrieve Contact 1 Record Agent Record Window 4 To add an additional Agent Contact to this record click on the button to open the New Agent Contact window in the Work Area Primary Phone Encres one nn Fax SSH E Inactive lt 2007 gt AMJ Logistics Inc C amp V Relationship Mgmt 122 6 4 6 4 1 6 4 2 New Agent Contact Window 5 When you have finished entering the necessary information click on the button to add this Agent Contact to the Agent Record First Nama Made Hare Last Name Taylor Preli Address 3847 E Thomas Rd Fax We SSH E 999 99 9991 hacia D Modifie Address2 W 214 Cty Phoenix state AZ Emai Moises Completed New Agent Contact Window Other Contact The Other section in C8V Relationship Management allows you to manage and store information about businesses that offer services such as telephone supplies rental car etc to your company Working with Other Contacts To work with an existing Other Contact click on the Other Contact Other Contact window will display in the Work Area Enter the search information for the contact you are looking for and or click the Find Existing Contact button to list all of the contacts in your database When you locate the contact record
54. Internet Ltd IF you trust the website and the add on and went bo install it Th EA Install detre Control Image Attach T ie Descnptian Image Right click for more tools and info Use Ctrl and Shift to zoom wl Dick here to instal the folowing Actives control dbpecLocx from Ammas lbemmet Lid Image Attachment Activex 3 A pop up box will come up asking you if you want to install the software Click on the Install button to being the installation process Internet Explorer Security Warning E xj Do you want to install this software Mame dbpixz ocx While files from the Internet can be useful this file type can potentially harm your computer Only install software From publishers you trust What s Ehe riek Install ActiveX Box 4 When the installation is complete you will see the Image Attachment interface screen 1 8 Configure the Registry of Attachments 1 Download the following file and when prompted choose Run http www edirectglass com downloads eDGIEKey re File Download Security Warning Do you want to run or save this file A Mame eDGIEKey reg I Type Registration Entries 402 bytes From www edirectglass com C Ba seve ere Vides files from the kianat can be useful this file type can WE pobentially ham your computer eL Tc do not mnor save this software What s the risk Registry Download Warning 2 Your system may prompt you t
55. OM warnings just click NO to all In the list make sure you see qbXMLRP2e COM Conlsyuraticn Warning E xJ The CLSID 1427254 E28E 4975 4470 TAEE 17110690 item C PROGRA LTTECHSM 1ISNAGIT 11558 22 x6 and tite IsapeCapture Class has the named value ApciD but ia not recorded under VFKEY CLASSES ROOT Apold De you mish to record it 15 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 Click on Ok to save this setting 16 Login to your eDirectGlass account Remember QuickBooks must be open anytime that the user wants to synchronize or work with eDirectGlass and QuickBooks 17 Click on Administration then click on ESSE cg button to get to the QuickBooks Setup Screen Enter your QuickBooks company filename then press the Chart of Accounts button Chart of Accounts Using this app will reset accounting security for all store users QuickBooks Setup Screen Your current selection is 18 Click on the button to bring up the choose file window Select your QuickBooks file 2007 AMJ Logistics Inc eDirectGlass Administration 40 usually located C Program Files Intuit QuickBooks Pro and will have an extension of QBW Once you have located the file click on the button to use the selected QuickBooks file Choose file
56. Phone Fax New Owner Record Window Bill To Other 7 If you have setup any Marketing Campaigns you can use the drop down box to select the appropriate campaign See the Marketing section of this manual for assistance with this module 8 When you are satisfied with the information entered click on the button 9 Ifthe Bill to selection is Owner or Other you will be taken directly to the Vehicle tab If the Bill to selection is Insurance Fleet or Broker you will be taken to the Bill To tab 4 3 2 1 1 Terms or COD for Commercial Customers If you are billing a Commercial Customer you must select either Terms or COD If you select COD you must enter a full payment in order to be able to submit and print the invoice Selecting Terms will allow you to print and submit the invoice without entering any payments for this customer Contact Greg Billings Address 347 Honth Rd Fax Tax kd No GET Ho PST con Tanne Email greg batbillyspizta com Modified Secondary Phone Agars Cay Ph REAL Province QC Baio Owner C nsuranca Fleet C Broker C Othe COPY Gas Fit MONTREAL QC Atos Commercial Customer Terms vs COD 4 3 2 1 2 Copy Account If you are creating a Quote for an existing customer you can pull up the customer s information and use that to create your new quote In the Last Name field or the Company Name field if the record is a commercial account type in the first three letters of the last name and at t
57. Unit List O amp A Disc Met Tax DWOH 191 Windshield GBN teach 777 10 D 777 10 M DVOT181 Windshield Labor 23h 550 00 115 00 4 20 Fast Cure H amp RHDDDAAS Jd ere UrethaneDamF Teach 54800 548 00 f Sub Total Convert Quote to RO New Glass Part Tax 53828 Apah Cash Dacount Total Charges 978 38 Deducbble Disc Deductible 0 00 Total 2278 38 Complete Vehicle Information Window NOTE We recommend that you enter the VIN as in step 1 of the Entering Vehicle Information section This will validate the VIN before you go any further in the Quoting process If you enter in the VIN number after the vehicle has been built and the parts selected the eDirectGlass system will not be able to validate the VIN 4 3 2 5 5 1 RO Number On the Vehicle Tab screen you will find an RO field This field contains the Store Number the first 4 digits and the system generated unique identifier for this particular Quote RO or Invoice You are not able to change the information in this box 2007 AMJ Logistics Inc 79 eDirectGlass Total Shop Management User Manual 2007 Chevrolet Cavals 04011591 Apply Cash Discount Deductible Disc 5 4 3 2 5 5 2 Ticket Number ROS 33972506 VIN 1610124527 2035094 License SSeD 789 Hisags 22330 Sine AZ teach 777 10 D 23s 5000 Tesch 48 00 Sub Total Tax Total Charges Deductibie Total Windshield GBN Windshield Labor 20 Fast Cure A
58. VOICE e 99 WIMVOIGE o hie nahen septic 2 ettet durs 100 2 USING INVOICE COMES m 101 ola A e e aba teak 101 2 INvoice CIS O 102 Y Finalize an INVOICE eere 102 4 Submit n INV OIG estaa Dem a educ tasa HEIC MUR UU UU US CUR DLE CUI cece deers DE EVE 103 PRM AN AV OICC eei idea 104 Part 5 Message Center 106 T Check MOSS AGC S as 106 2 Greate MICS SACS oe eec E 106 caupo Xe acess 107 BO CUD OK GEM TNNT M E rm m M Ker pra EE P RU Ne e N 108 SOME NGI S ai EU RUE 109 6 Trash eR at 109 Part 6 C amp V Relationship Mgmt 111 Mo Contac t EE Se ann UK LE canis qv E e Lo UT ac EI dU ail een EUN 111 T Working nime derer c v S S S S S0n04nn4n44SX 111 2 Maintaining the Owner Record ia 112 20075 AMJ Logistics Inc Contents IV Part 7 Part 8 3 Creating a New Owner Contact Insurance Contact e 1 Working with Insurance Contacts 2 Maintaining the Insurance Record 3 Creating a New Insurance Contact 4 Maintaining O amp A Rules Agent Contact ecc eeee eee 1 Working with Agent Record 2 Maintaining the Agent Record 3 Creating a New Agent Record 4 Adding Agent Contacts Other Conta Ct iunii iii Ces eo ses rss rer 1 Working with Other Contacts 2 Maintaining the Other Contact Record 3 Creating a New Other Contact Marketing Owner Marketing
59. act Select the report type gent by Claims or Agent by Select a Date Range Review the information selected to make sure it is what you want for your report Click on the button to build the report 5 You can also print the report by clicking on the button which will open the report in another browser window Click on the button in this browser window The print dialogue box will appear Click on the Print button to send the report to the printer you have selected When you have finished click on the L Clase Window button NON lt 2007 gt AMJ Logistics Inc Marketing 134 Genea Option Ati Agib fais t AoH Canem RO D Citer on Don LISE 41 en ean Sutur Read Locator Comment Page Range i o WU sie amp Corer Fog Cr f Enter thes a prag page number q pgs page range F r example T2 Print Dialogue Box Fleet Insurance Reports When you click on the LIE button the Insurance Report window will appear in the Work Area Insurance by Claims Dale from Insurance by C Date to Insurance Report Window 1 Select a Report Insurance by Claims 2 or Insurance by 5 2 Select a Date Range 3 Review the information selected to make sure it is what you want for your report Click on the button to build the report 4 You can also print the report by clicking on the button which will open the report in another browser
60. aign you wish to close by clicking on the button in the Find Campaign Fleet Ins Marketing window In the Edit Campaign Fleet Ins Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign 20075 AMJ Logistics Inc Marketing 132 F En LL ti F Lit Type Any Campaign Code Campaign Name Status Open Closed M iting Campaign You may enter partial data in ore or multiple fhelcts Campaign Code Campaign Mame Enterprise Rent amp Car ed der Edit Campaign Fleet Ins Marketing Window Closed Campaign You may also close a campaign by highlighting the campaign line in the Find Campaign Fleet Ins Marketing listing and clicking on the Eau I button in the Sub Menu NOTE Once a Campaign is closed it cannot be reopened 7 4 Marketing Reports If you want to see how a campaign is performing click on the Liisa EN button and the Reports Sub Menu will be displayed Campaign Reports Agent Reports Fleet ins Reports Marketing Reports Sub Menu Choose a report type from the Sub Menu Campaign Reports When you click on the button the Owner Report window will appear in the Work Area cl jane Mark stresses R101 5 Proc Radio 101 5 The Zone Yp2004 Tello Pages 2004 ens gent Marketing THSF Tom Micha State Farm Agency how Pep Owner Report Window 1 Select a Report Owner By Type or Campaign By
61. al Glass Parts 73 Additional Glass Related Parts 74 Additional Non NAGS Parts 75 Administration 16 Invoice Codes 31 Parts Management 23 User 17 WO Codes 30 Agent Contact 117 Create New 119 Maintain 119 Work With 118 Agent Contacts Add Agents 120 Agent Information 67 Broker 67 Referral Agents 68 Agent Marketing 127 Close Campaign 129 Create New Campaign 128 Work With 128 Apply Commission 68 Attachment Plug In 11 Attachments 91 Add 91 Saved Image 92 TWAIN Image 93 View 94 B Bill To Information Change 66 Bug Reporting 147 Bulk Invoice Notes 46 dits C amp V Relationship Mgmt 111 Agent Contact 117 Insurance Contact 114 Other Contact 122 Owner Contact 111 Cash Profile 35 Add 35 View amp Maintain 36 Catalogues 28 Categories 29 Change Vehicle 77 Codes Invoice Codes 31 WO Codes 30 Color Coding Invoice 100 Quotes 62 Work Orders 85 Commerical Customers COD 64 Terms 64 Commission Applying 68 Commissions 21 Connecting to eDirectGlass 13 Contact Export 47 Copy Account 64 Copy ADD 26 Credit Memo 139 Crystal Report Viewer 10 Custom GL Account 45 Custom Vehicle 70 D Disable User 18 Discounts 60 79 Cash Profile 80 Deductible Promotional 81 20075 AMJ Logistics Inc 149 eDirectGlass Total Shop Management User Manual Discounts 60 79 Deductible Maximum amp Text 16 Maintain O amp A Rules 116 O amp A Rules 79 Quote Part L
62. ampaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet descriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign Close an Agent Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Campaign you wish to close by clicking on the button in the Find Campaign Agent Marketing window In the Edit Campaign Agent Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign Find C lit 1 pl Type Any Campaign Code Campai Name Status Open Gest isting Campaign Reset You may enter partial data in one or multiple fields Promo Notez o Medii Edit Campaign Agent Marketing Window Closed Campaign 2007 AMJ Logistics Inc Marketing 130 7 3 7 3 1 You may also close a campaign by highlighting the campaign line in the Find Campaign Agent Marketing listing and clicking on the Es Ss button in the Sub M
63. ba Adhesive 2 0 Fasi Cure Urethane Dam Prim Back Window GTH Back Window Labor 2 0 Urethane Dam Primer Biel ad ROS 33372506 not ended 115 00 E 548 00 vw 181 80 F 145 00 w Sonde a lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 76 Vehicle Tab with Private Parts Selection Box Simply choose which of your private parts you wish to add from the Item Type drop down list Save button 2 adjust the List Price and Qty if necessary and click on the L5 Note If the part is a flat glass item it will give you the option at this point to enter width height price per unit and cutoff loss method Wor 104610417 Invosce Code History e Defauk catalogue Category Fla Glass w De salf art id FG FLAT GLASS EG Part FG FLAT GLASS of ane M mon ivi M 9 LEI Once you have entered the dimensions click on the button You will get a pop up box that will display the calculation Mic osoft Internet Explorer A List price will be updated lo 176 69 Click on the button and then on the Save button to add the Flat Glass part to the record 4 3 2 5 3 2 Editing amp Deleting Parts If you need to change a price in the system for a line item following the steps below 1 Highlight the part you wish to update and a new set of buttons will appear under the parts list lt 2007 gt AMJ Lo
64. check box is checked E Exempt no taxes G GST only P PST only 3 Tax Code List Tax Code QuickBooks Tax Code List If you are in a Province where you use HST you must make sure to modify your standard tax code S to show 14 under the GST listing To change this right mouse click on the Standard line in the list and choose Edit In the GST tax rate box change the number to 13 and then click on the OK button 32 Next click on Lists and select Chart of Accounts 33 In the Chart of Accounts make sure that Inventory Asset is not a sub account If it is create a new Inventory Asset account 34 Next click on Lists Customer amp Vendor Profile Lists Payment Method List to display your list of Payment Methods 2007 AMJ Logistics Inc 45 eDirectGlass Total Shop Management User Manual iz Payment Method List Ask a help question TER Method Type American Express American Express Cash Cash Cheque Cheque D pm Other Visa QuickBooks Payment Method List 35 Please ensure that you have ALL of the following Payment Methods listed exactly as shown here American Express Cash Cheque Debit Card Discover MasterCard Other VISA Note If you are missing one of these payment methods you will not be able to successfully export your payments to QuickBooks 2 10 1 Custom GL Account If you create a new part under Parts Admin you are able to assign a Custom GL Account fo
65. ck on the button to load the image in the Image Attachment Screen FEPE Image Find Open Window 2 Enter in a Title and Description for the image to help you identify the item later then click on the button to add the image to the record IMPORTANT NOTE Due to the nature of the database eDirectGlass uses the use of an 2007 AMJ Logistics Inc 93 eDirectGlass Total Shop Management User Manual apostrophe often causes problems when you are trying to save records In order to avoid lost data we suggest you do not use an apostrophe anywhere in the system at any time Image Attachment L s Ces TWAIN Atach image J m J Que Tt Logo Descrnption eDirectGlass Logo Image Right click for more tools and info Use Ctrl and Shift ta zoom eDirectGlass Completed Image Attachment Window 4 4 5 1 2 Attach Image Directly from TWAIN Device 1 To attach an image directly from your TWAIN device click on the button in the Image Attachment browser window to bring up the Acquire dialogue box Microtek Scariwizard 5 lf Show Ul Acquire Dialogue Box 2 Choose the correct TWAIN device from the drop down list this could be your scanner your digital camera your card reader etc Click on the button to import or scan the image If you have the I Shaw Ll check box checked off your normal User Interface for that device will come up and you can proceed normal
66. correct check box 2 5 1 Adding a New Part 1 Inthe Parts Management window click on the button to display the Parts Detail window in the Work Area Category see coe Desorpton o Uni EA losa M kd Type RAGS Foston v Discount HFG Part Feature hl Het Price Lot Ha Coler On Hand Catalogue select ene Reorder Taxsble Part inventory Bem F Wendor Price Taxable Labor Royalty bem Custom GAL Pricing Method GL Account Cutoff Loss v Parts Detail Window 2 You must select a Category enter a Description Part Id Qty List Price and select a Catalogue before the record can be saved NOTE The Item Type is what will be displayed in the drop down list when adding parts to a Record 3 After you have entered and verified that all of the information is correct click on the button to add the new record NOTE Make sure you check off the Taxable M button Part or Labor if the item is taxable 2007 AMJ Logistics Inc eDirectGlass Administration 24 Category Bike Racks Descrpsen Thule 400XTA Rar Uni EA w ona FP Part 400XTRRA aty 1 List Price 400 00 kd Type Other Posibon Roc v Discount WFG Part AOUXTR Feature WF Net Price 400 00 Lot Ho Color On Hand Catalogue DeTagk catalogue Reorder Taxa5le Pat m inventory Rem E Vander Price Taxable Labor Royaty bem Custom GL Pricing Method Cutoff Loss GL Account Li Completed Parts Detail
67. d Broker Broker Hama Img C CXETTES 173 DES CHAMPS ESO E TIO OCO ING amp MCKEE INSURANCE RED DEER BOX 698 STH CTR 5225 GAETZ AWE RED DEER Aj ING amp MCKEE INSURANCE ROCKY MT BOX 1475 4913 S0TH ST ROCKY MOUNTAIN HOUSE NG ASSURANCES 685 RUE PRINCIPALE GRANBY ING ASSURANCES 729 ST JOSEPH HULL ING ASSURANCES 1305 LEBOURGNEUF QUEBEC NG ASSURANCES 191 MURDOCH ROUYN NG ASSURANCES 2450 GROUARD O ST HY AONTHE ING CANADA FKG EMPLOYEES ONLY amp 00 10130 102RD ST EDMONTON ING NOVEX TELESALE POLICES 600 5775 YONGE ST NORTH YORK INGLE INSURANCE BROKERS INC RARA ROCKWOOD NGLS ASSCES MC 6969 TRAMSCAMADIENNE ST LAURENT MGLISA NCE TOTS PLACE ROBERT JONQUA ST LAURENT Find Broker Window Once you have made your select click on the to save your choice to the record 2007 AMJ Logistics Inc Quotes amp Invoicing 68 BROKER Select Agani sect one ING ASSURANCES Sane Contact 473 DES CHAMPS ELYSEES CHICOUTMI QC G H SWT 418 549 6321 Cl apoy Commission Completed Broker Tab 4 3 2 3 2 Referral Agents You may also use the Agent Tab in conjunction with the C amp V Relationship Mgmt module to track referrals from outside agents Ho Broker aC Agent E Salac Contact O amp aaty Commission Agent Tab 1 Select an Agent main location from the Select Agent drop down list to see all of the Contacts associated with that Agent Ho Brower Agent Selection 2 Next select the C
68. d wind 5 Scripting of Java applets HE User Authentication gm Logon 7 Anonymous logon Automatic logon only in Intranet zone Ci Automatic logon with current user name and password C 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 1 6 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 O Crystal Reports Activex Viewer Windows Internet Explorer E Lol xj Go lp hitp jwww edrectoless cajedo shoj 9 xus Sear gt VE WO Py Crystal Reports ActiveX Viewer E ED DIDI Gi Toe e This website wants bo install the Following add on Crystal Smart Viewer hor ActiveX From Crystal Decisions Inc X IF you trust the website and the add on and want to instal it dick here E Chick here bo install the folowing Actress control Cystal Smart Viewer for cree from Crystal Decisions Inc Crystal Report ActiveX Viewer 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 2007 AMJ Logistics Inc 11 eDirectGlass Total Shop Manage
69. dditional Glass 73 Additional Glass Related Parts 74 Additional Non NAGS 75 Parts Edit amp Delete 76 Parts Select 72 Parts Admin Add New 23 Catalogues 28 Categories 29 Custom GL Account 45 Lookup ADD 24 Maintain Part 27 Parts Management 23 Payment 95 Q Quick Quote 57 59 Convert a Quick Quote 60 QuickBooks Setup Chart of Accounts 37 GL Codes 37 Payment Method 37 Tax Codes 37 Quotes 61 Agent Information 67 Apply Cash Profile Discount 80 Apply Deductible Promotional Discount 81 Apply Discounts 79 Apply OSA Rules 79 Bill To Information 65 Bill To Information Change 66 Color Coding 62 Convert to Work Order 83 Create New Quote 63 Delete 83 Fleet Information 65 Lookup 62 Loss Info 69 Owner Information 63 Print 82 RO 78 Selecting Parts 72 Ticket 79 Vehicle Information 69 Quotes amp Invoicing 54 R Referral Agents 68 Registry Settings for Attachments 12 Rejected Invoices 100 Repair Orders 84 Attachments 91 Open 84 Schedule AM PM 87 Schedule Hourly 86 Reports 33 Exporting 35 Printing 34 RO Number 78 RO Statement 16 s Schedule 86 AM PM 87 Hourly 86 Scheduling 97 Print 98 View 97 Screen Settings 4 Search Results Settings 22 Security Settings 5 Service Address 89 System Requirements 3 TE Tax SetUp 16 Text Size 5 Ticket Number 79 lt 2007 gt AMJ Logistics Inc 151 eDirectGlass Total Shop Management User Manual T
70. dhesive ethane DanvPrimer New Glass Part Completed Vehicle Information Window invoice Code History HS 115 00 m 548 00 M 940 10 38 28 978 38 0 00 378 26 On the Vehicle Tab screen you will find a Ticket field This is for you to enter in any manual invoice numbers you may use in your day to day business This field is for business tracking purposes only and is not required 04401191 DWOT1SH DWOTI19 Apply Cash Discount Deductible Disc S0 0 Ticket VIN 1G1J0124X27203564 License ASADOS Hate AZ Hisags 22380 23hws 50 00 Teach 548 00 Sub Total Tax Total Charges Deductble Total Completed Vehicle Tab Screen ROS 33972505 invodos Code History 115 00 17 548 00 F 940 10 535 2B 3978 38 0 00 978 38 4 3 3 Applying Discounts The eDirectGlass system allows you to manage and apply different types of discounts to a Quote These discounts include O amp A Rules Cash Profile discounts promotional Deductible Discounts as well as an overall percentage discount to a cash quote The following section will explain how each of the different discounts can be applied to a Quote 4 3 3 1 Applying O amp A Rules to a Quote eDirectGlass has two methods for applying Offer and Acceptance rules to jobs By default any assignment sent to you through the eDirectGlass system from an Insurance Fleet or TPA using eDirectGlass is automatically calculated with O amp A rules When a quote
71. dow in the Work Area Lookup RO New Assi onmens L OO Up NAC a a NR ri Hepa Orders Scheduling Ingang Conner Quote to RO E 0000 aaen AGREES SSSSSSSSSSUR BF Convert RO To Irmoica Create Mew Invoice Delete Quotes Delete Repair Orders Delete Imatas Check Messages Outbox sent Herrn C amp V RELATIONSHIP MANAGEMENT Owner Contact Agent Contact insurance Contact Other Contact Owner Marketing Agent Marketing Fleet Insurance Marketing Marketing Reports 1 a a ITRUUCI L User Rights Window 4 The user will be able to access and change information in all areas which have a check mark in the Permission column To deny user access to a specific area e g Invoicing remove the check mark from the Permission column 5 When you have finished making the necessary changes to the user s rights click on the button If you do not wish to make any changes at this time click on the iuit Without Saving button lt 2007 gt AMJ Logistics Inc 21 eDirectGlass Total Shop Management User Manual 2 3 Commission amp Writers The eDirectGlass system allows you to enter users to be used to track up to three different commission amounts on an individual invoice basis You will first need to
72. dshield DWO1570 E ki Type NAGS Mi MFG Part DW 157 0G TYN Lot Ho Catalegue Defaul catalogue e Taxable Part fv Descrptien Windshield jung 4 Most oy List Price 50 00 Feature EJ Net Price 5450 00 Coor GTN Reorder Q Inventory kem IV Vendor Price 0 00 Royaky hem fu Custom GL GL Account select GIL Account lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 26 2 5 1 2 Copy ADD You may also make a copy of an existing part and save it to another catalogue or make other changes 1 In the Parts Management field select the search criteria for the item you are looking up and click on the button You will need to select the Catalogue and Category and you may need to enter the first two letters of the part you are looking up to make the button active Descrigbon frst two letters may be required Catalogue FLEETCA Category Quarter Find Parts Window 2 Click on the part you wish to copy from the list to open the Parts Detail window in the Work Area Quarter DODSS04GTH DOO5504GTH 5641 37 EXE EEE EE Quarter DO05ES1CLN DGSE CLN Quarter DO05594GTN DOO5584GTN Category Quarter Part 6 DO0SS200TN oy ki Type Other v Pastor MFG Part DODSSSDGTN Feature Lot Ho Calar Catalogue FLEETCA Reorder 0 Taxable Part AF ventory Bam 7 Vendor Price 50 00 Taxable Labor M Royaky tem Custom GL d Pr GL Account hd Qui Without Saving Part
73. e Contact Record in the eDirectGlass system per insurance company 6 2 1 Working with Insurance Contacts To work with an existing Insurance contact click on the ESS MEME button and the Find Existing Insurance Contact window displays in the Work Area Enter the search information for the contact you are looking for and click the L Find Existing Contact button to list a narrowed search or just click the L F nd Existing Contact button to list all of the contacts in your database ou many enber parti daba in one or multiple fields STATEMADE MUTUAL ER EPT 212 455 8787 Relieve Contact 1 Record Find Existing Insurance Contact Window When you locate the contact record you want to work with you can either double click it or single click the line to highlight it and select the button to open the contact record STATEVADE MUTUAL 1515 ROCKEFELLER PLAZA HEW TORENTO T234 212 556 2523 FrstName Rick Mie Address 1515 Rockefeller Plaza Harmon Address Mail Stop 5 Lyme City New York State MY Zip 02525 Safle 5 Emad rick turrigaswmutual com Hone Agent id Agt Number Agt District Habes He is cur acccunt rep 2007 AMJ Logistics Inc 115 eDirectGlass Total Shop Management User Manual 6 2 2 6 2 3 Insurance Contact Record Maintaining the Insurance Record After you have selected the contact record and have retrieved it the Insurance Contact Record wi
74. e Sub Menu to display the Find WO Code window in the Work Area Find WO Code Window 2 6 1 Add WO Codes To add a new WO Code to your eDirectGlass system click on the button in the Find WO Code window to display the WO Codes New Record window in the Work Area lc Qut Without Saving WO Codes New Record Window Fill in the appropriate WO Code up to 12 alpha numeric characters and the matching description then click on the button to add the new WO Code to your system or click on the Quit Without Saving button if you do not wish to save this record TT a LET modified Completed WO Codes New Record Window 2 6 2 View 8 Maintain WO Codes To view and maintain existing WO Codes in your system 1 Click on the Administration button on the Menu Bar 2 Click on the button on the Sub Menu 3 Click on the in Code _ button in the Find WO Code window in the Work Area 2007 AMJ Logistics Inc 31 eDirectGlass Total Shop Management User Manual Find WO Code Window 4 Thelist of WO Codes and WO Code Descriptions will display in the Work Area Cancel Canceled Re Schedule Scheduled WO Code List 5 To edit or delete a record click on the line then either enter your changes and click on the button or click on the button to delete the record entirely 6 If you click on the L Delete WO Code button a dialogue box will appear To permanently delete the record click on the button Microsoft Internet
75. e button You can also use the Warranty check box to track if this Work Order was a warranty Repair Replacement Simply check off the Warranty check box enter in information in the Original Invoice box you must enter in something in this box if you check off the warranty box and click on the button AM PM Schedule Mobile we Date B 3 2004 AM 8 PM C Completed Notes Service Address HU Code History OPEN M warranty Original kwoise AM PM Schedule Window 2007 AMJ Logistics Inc Quotes amp Invoicing 88 1 Determine whether the job will be Mobile or In House If Mobile click on the check box next to Mobile You will notice that the names in the Technician Box may change depending on whether or not a Technician was setup as Mobile In House or both 2 Click on the Date field to select an appointment date or click on the button if the appointment is for the date already shown in the Date field 3 The Day Calendar View will display in the Work Area Mobile v Completed 7 Notes Data 8 1 2004 Service Address AM 9 Abert Sand RO Code History PO w Warranty Original lnveics Frankie Vinton 8 00AM Scomedale AT 55259 Day Calendar View AM PM 4 Click in the first available field under the correct Technician s name in either an open AM or PM slot Note You need to have the correct radio box 4 2 or PM selected for this particular app
76. e list double click the line or single click the line and click the button to open the Add Insurance Contact Record screen 20075 AMJ Logistics Inc C amp V Relationship Mgmt 116 Late USAA CAS INS CO 3800 FREDERICKSBURG ROAD SAN ANTONO LISAA GENERAL IND CO SAN ANTON USAA TEXAS LLOYDS OO FREDERICK SBI SUUS SAN ANTONIO Find Insurance Company Window A blank New Insurance Contact Record window will display in the Work Area USAA COUNTY MUT MS CO 9800 FREDERICKSBURG ROAD SAN ANTONIOTXTS288 210 493 2211 FrstHame O Mises Primary Phone y Last mls Prete Sut Network Secondary Phone Address Harmon Mobile Phone Address Lynx Fax City St Satelite O Emad None O Agent id Agi Humber Agt District Hates New Insurance Contact Record 1 Enter all of the contact information First and Last names are required as indicated by the solid red boxes 2 Enter atleast one telephone number as indicated by the dotted line red boxes 3 Ifyou have any Notes enter them in the Notes box 4 Click on the button to save the modifications and new record 6 2 4 Maintaining O amp A Rules The Insurance Contact Record is where you will set up and maintain your O amp A Rules with each of the Insurance companies you do business with 1 Once you have created the Insurance Contact Record and have it opened click on either the Add Private A button or the Edit Private 154 button
77. eDirectGlass Total Shop Management User Manual Domestic Windshield 40 Foreign Windshield 40 Domestic Tempered 40 Foreign Tempered 40 First Repair 50 00 Additional Repair 35 00 Labor Flat 0 00 Labor Hourly 35 00 Other Kit Flat 330 00 1 0 Kit Flat 45 00 1 5 Kit Flat 55 00 2 0 Kit Flat 365 00 2 5 Kit Flat 70 00 3 0 Kit Flat 490 00 Please contact program administrator for further pricing details for misc parts gt fs O amp A Parameters Screen 4 2 Quick Quote The Quick Quote feature allows you to quickly review vehicle parts graphics and parts pricing When you click on the HUETE button the Quick Quote window appears in the Work Area Vihumber 1 Glass Part Part YAA Search Quick Quote Window If you have a VIN Number enter it into the VIN Number Box The system will automatically decode the VIN and build the vehicle The vehicle may not build out all the way and you may have to select additional vehicle information before the button becomes visible If there is an issue translating the VIN to the vehicle breakdown the eDirectGlass system will display for you the decoded VIN information and you can simply select the correct corresponding information for the vehicle in question If you do not have a VIN Number you can simply select a Make Model Year Body Style and Submodel instead 2007 AMJ Logistics Inc Quotes amp Invoicing 58
78. ehaviors Administrator approved Disable Enable LJ Display video and animation on a webpage that does not use Disable Enable 14 Download signed ActiveX controls Disable O Enable Prompt 4 Download unsigned ActiveX controls Disable Enable Prompt 14 Initialize and script ActiveX controls not marked as safe for s O Disable 3 Enable E Prompt l Download signed ActiveX controls Disable Enable Prompt 14 Download unsigned ActiveX controls E Disable Enable Prompt 4 Initialize and script ActiveX controls not marked as safe for s Disable Enable 2 Prompt Run ActiveX controls and plug ins G Administrator approved Disable Enable 7 Prompt 4 Script ActiveX controls marked safe for scripting Disable Enable Prompt em Automatic prompting for file downloads Disable Enable Automatic prompting for ActiveX controls lt 2007 gt AMJ Logistics Inc eDirectGlass Total Shop Management User Manual e Font download 0 Disable Enable Allow scripting of Internet Explorer web browser control Prompt Disable 8 Enable NET Framework setup Enable Disable amp Allow script initiated windows without size or position constra Enable Disable Miscellaneous Enable E Access data sources across domains E Allow webpages to use restricted protocols
79. elete the Service Address from the record you will need to re enter all of the information Using WO Codes This section will discuss using and tracking the Work Order WO Codes you added during the eDirectGlass Administration set up These codes will help you keep track of your outstanding WO s and their status Applying WO Code The Schedule tab is also the screen where you will update the WO Code for this particular Work Order Just select the appropriate WO Code from the drop down list and click on the button 2007 AMJ Logistics Inc 91 eDirectGlass Total Shop Management User Manual Motes ihis custemer wants to have tinting ampled Mobile FF Date 03 03 2004 Sat 10 45 AM End 1 45 PM WO Code History El eH gt moditicd WO Code Drop Down List 4 4 4 2 WO Code History View 4 4 5 4 4 5 1 You can also view the history of the WO Code changes by placing your mouse over the WO Code history header to show the user name and date amp time stamp of the WO Code change s Completed Ww Mobez this customer wants to have Hark Richards tinting installed Mobile w Cie 01032004 Start 10 45 AM End 1 45 FM by David Malone on 3 10 2004 11 46 AM HA by Gary Hart on 3 12 2004 7 16 AM AL by Sunny One on 3 13 2004 1 32 PM so by David Malone on 3 14 2004 4 40 PM WO Code History View Attachments eDirectGlass allows users to attach documents direc
80. elivered to you by eDirectGlass via Fax or Mail Once you have completed these three steps you may proceed to connecting to eDirectGlass 1 9 1 Login In order to connect to your eDirectGlass account you must first login 1 In the address bar of Internet Explorer type the following URL http www edirectglass ca ca or the web address given to you by eDirectGlass or your eDirectGlass Administrator 2 Once the address has been entered the login screen should be visible X fa MI Welcome to the eDirectGlass TSM Canada Edition VANFAX Please login below to access your eDirectGlass Username Password 2007 AMJ Logistics Inc Getting Started 14 Portion of Login Screen 3 Inthe Login Name box enter the username that has been provided to you by eDirectGlass or your eDirectGlass Administrator 4 Inthe Password box enter the password that has been provided to you by eDirectGlass or your eDirectGlass Administrator 5 Click onthe button to login to your eDirectGlass account 1 9 2 Log Off To Log Off of the eDirectGlass system or to login under a different username click on the EEN button underneath the username in the upper right hand corner of the screen 2007 AMJ Logistics Inc eDirectGlass Administration 16 2 eDirectGlass Administration DO NOT SKIP THIS STEP If this is the first time you have logged in to your eDirectGlass account yo
81. enu NOTE Once a Campaign is closed it cannot be reopened Fleet Ins Marketing Fleet Ins Marketing allows you to create and manage marketing campaigns related to working with Fleet or Insurance companies Working with Fleet Ins Marketing To work with an existing Marketing Campaign click on the Este LEUR button and the Find Campaign Fleet Ins Marketing window displays in the Work Area Enter the search information for the Campaign you are looking for and or click the Find Existing Lampaign button to list all of the Fleet Insurance Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record Type Any Campaign Code Campaign Name Status Open Closed uH You may enter partial dala in one or mulie tekis ENE Fent A Car res Tn 1 Record Retrieve Fleet Ins Marketing Campaign After you retrieve the campaign record the Edit Campaign Fleet Ins Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button Campaign Code E RAC Campaign Mame Enterprise Rent A Car Flelened Campaign Type wer Campaign Start 17112003 Campaign End 12 31 2003 Campaign Closed 7 This campaign is setup lo track referrals from local ERAC locations Edit Campaign Fleet Ins Marketing Window O 20072
82. er all of the parts information to ensure proper pricing If the assignment has come directly to your eDirectGlass system as an Assignment you will not have the option to make changes to the Company associated with the claim You are however able to update change the policy information at anytime before submission of the Invoice Agent Information If you would like to keep track of an Agent Broker or Referral associated with the record you may save the Agent s information under the Agent ltab This is for tracking purposes and will have no effect on the billing or pricing If the record needs to be billed directly to the Broker you must update the bill to on the Owner tab and select the correct Broker on the Bill To tab You may look up and record from the list of Insurance Agents or you may use this tab in conjunction with the Agent Contact records in the C amp V Relationship Mgmt module to track referrals sent to you from outside sources e g car wash and or oil amp lube personnel 4 3 2 3 1 Broker If you would like to record the Broker associated with an Invoice you may look it up and save it on the tab This will have no effect on the billing or on the invoice pricing On the tab enter at least the first three letters of the Broker or the Province and click on the button This will display a list of matching Brokers from which to choose Na Broker sac agent see ons ct Contact L anp Commasion Fin
83. ervices to you Marketing The Marketing feature allows your organization to measure all of its marketing efforts as they relate to the work you do Simply input the type of campaign s that your company is engaged in and be sure to select the applicable campaign when creating a new quote Marketing Owner Marketing Agent Marketing Fleetins Marketing Marketing Reports Marketing Sub Menu Gwener Marketing Allows you to create and manage marketing efforts as they relate to Owners walk in cash glass etc Agent Marketing Allows you to measure your efforts in marketing and working with Agents who refer business to you Fleetins Marketing Allows you to measure your efforts with your Fleet Insurance and TPA customers Marketing Reports Contains all of the reports for each of the Marketing modules Accounting The Accounting feature included with eDirectGlass is a basic accounts receivable application You can use this feature to manage your accounts receivable to reduce the burden of a full or part time accounting person This is also where you will manage your Vanfax orders 2007 AMJ Logistics Inc eDirectGlass Basics 52 Accounting Adjustments Credits Inventory Parts Order Lookup Order Management Accounting Sub Menu Post Payment Allows you to post payments against invoices or repair orders in the system Adjustments Credits Allows you to adjust w
84. ext to Campaign and choose the appropriate Campaign as it relates to the claim Remember to click on the button after you choose a Campaign LEZEHEEREEEEIENSIENBIUHBN First Name Tanner middle Primary Phone 480 637 8945 mes omm sio m cmo Gm Gas m Ue Gm Rs m e Gm GR a TD Last Name Prefix Suffix Secondary Phones d mb db mb d Eb de Rb de E de Mb db Eb de E d Address 1413 E 110th St MoblePhone Address Fax City Scottsdale Sine AZ Zp 85258 Ema Modifie Store Pro Auto Glass j Sais Person Tom Salesguy Balto Cramer insurance Other Campaign DM1 Drea Ma Campaign Drop Down Owner Marketing Owner Marketing allows you to create and manage marketing campaigns related to walk in or referral business Working with Owner Marketing To work with an existing Marketing Campaign click on the FTS button and the Find Campaign Owner Marketing window displays in the Work Area Enter the search information for the Campaign you are looking for and or click the Find Existing Campaign button to list all of the Marketing Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record 2007 AMJ Logistics Inc Marketing 126 Campaign Name 2 Records Retrieve Owner Marketing Campaign After you retrieve the campaig
85. fferent your system s maximum resolution may differ from the example shown below The minimum resolution setting is 800 by 600 Themes Desktop Screen Saver Appearance Selting Drag the monitor Icons lo match the physical an angement of your monitors Display 1 Plug and Play Monitor on Mobile Inte S15GM GMS S10GHML Exp a Screen resolution Colo quality Less 4 More 732 Rh 3 Highest 32 bil 1024 by 763 piteli hin m na rn Display Properties Screen lt 2007 gt AMJ Logistics Inc 5 eDirectGlass Total Shop Management User Manual 1 4 Text Size You should also double check the viewing text size for your Internet browser With Internet Explorer opened go to the menu bar at the top of the screen Select View From the View sub menu select Text Size and then select Medium NOTE THIS MAY DIFFER IN INTERNET EXPLORER 7 AND ABOVE El Microsoft Internet Explorer Fie Edt Wiw Favorites Took Help Oscar rs E 2 2 oO L ew OBS edgjindex asp Eje Text Size Selection Screen IE 6 RES LH boa ino Ctrl N New Window Cut Ctrl X Copy Ctrl C Ctrl V Paste Save As Send Page by E mail Send Link by E mail Edit Article ID 175 Last Review Dec fy it Revision x d Zoom Text Size ould Largest 3 mes Larger Medium Encoding View Source Smaller Smal
86. ft 40 Painted Applque Door Right Front 2 Holes Vehicle Parts Window Choose the Part Type by clicking on the part line In addition you can always click on the button to see the graphics for that specific line item Once you have selected the Part Type line item the Part Type sub menu of line items will appear Note If you hover your mouse over the MFG Part box for the glass part the system will give you additional information about the part The same is true for the Color column Select the items you wish to add to the quote If you do not know which Glass Part you will actually need for the installation and wish to list more then one on the Quote Repair Order e g two different colors or windshields with and without rain sensors you can add the additional windshield simply by placing a check mark next to that glass part as well You can also apply a discount to the checked parts by entering in a percentage in the Discount box This discount will only apply to the items selected and will not be applied to labor Interchange parts are listed in magenta on the screen NOTE This discount should only be applied to a Quote that will not be paid by an Insurance company Fleet company or TPA Once you have selected all of the parts for this Quote click on the button Once you do this you will be automatically taken back to the Vehicle screen from the Task Menu and your line items will now appear Any discounts you have entered in t
87. gistics Inc 77 eDirectGlass Total Shop Management User Manual RO 33972506 2002 VB 1611012427203504 motcoded Ml m License ASAD TSS Siete AZ Invoice Code History Mileage 22380 we Unc 5777 10 gt 115 00 fr 20 ae ch 480 548 00 v Mauri Mirror leac 511 41 11 41 v Back Window sm tesch 181 80 181 50 v 3hrs 5 0 00 145 00 v Adhesive 0 Urethane teach 28 00 528 00 7 ALU 20 Mculding 50 00 __ E J AA EI Es Lre Daae a ES 55 Part Tax 54958 Total Charges 1 355 88 Deductible 0 00 Total 1 385 99 2 ROS 33972506 VN 1G1J07124427203584 notcoded m License ASAD TS State AL Invoice Code History Wieage 22330 5115 00 e 2 10 Fasi Cure Urethane inm Primer 48 00 v lo Mirror teach 11 4 11 41 v Back Window GTH Teach 3181 5181 80 Back Window Labor zgh 550 0H 2145 00 F LA 2 0 Urethane Dam Primer Teach 28 00 v E TT a a EU omi gd ao ad S Tex 549 68 Total Charges 51 355 884 Deductible 50 00 Total 1 355 99 3 When you have finished click on the button If you would like to delete a line item simply highlight the line and click on the button and click on the button in the dialogue box 4 3 2 5 4 Changing Vehicle NOTE If you should need to change the Vehicle you selected originally all of the parts you added to the Quote will be removed and you will need to select them all again 1 On the Vehicle tab click on the
88. gnment 56 3 RGJECFASSIONMENI aaaeeeaa ici 56 A SNOW OGA RUS ia ri e 56 BUG QUOTE ida 57 A AVOFKING WIP aA QUICK OQUOI E a 59 2 CONVErINg a QUICK QUOILG estas ies 60 J QUOTES iaa tad dias 61 QUO LOOKUP cU 62 1 Quotes LISE Color Coding susti onem a E C Ma EI AIDS LUE 62 2 Greate a Rel mme 63 Entering O WISIN o ELS 63 1 Terms or COD for Commercial CUSTOMENS eds 64 2 CODY AC CS A ssp Pu ad haa aa Mu I ed UMS uc a 64 cdo IM E 5 tete es tte tea te e et fts 65 E BI TO CS Le d ue utc e LE ui ene eet ren ee Pe EU t Ot M 66 S AdOhpIpterPiallofisolesetadusu di tobks 67 A LC LIC I LEE D Me ME 67 2 Rele rmalAdents mts ti cds 68 SAPIY COMMOSSO a a o EE 68 ls ro TE 69 SEntenng d inei iledesiueme er lados 69 Custom VE MIG Into aaO odes to dal 70 NON EMO O O 72 A A 72 tTAdding Additonal at igiene P HU ieialisodo 73 o A IE 73 2 Additional Glass Related Paris 3 e o ld o ha 74 S ACOITONALPARS gt c 75 ZEMINO SDE UNAS A o Ed edP LO tC Dd ASE 76 AENA US o o e ded 77 suiuiziminesusaler usualdasrziioj ee Tp 78 RONDE MM TTE RT 78 EAN a CD ce 79 2007 AMJ Logistics Inc III eDirectGlass Total Shop Management User Manual 3 ADDIVING DISCOUNTS coro ae e AAE Re le 79 T Applying OSARUIeSTO LOUIS rs icc ear dd aa a i ek So a tna 79 2 Applying Cash POSO Ub 80 3 Applying Deductible Promotional Discount
89. hanges can be made Open the Work Order and click on the tab button Click on the Completed M check box and then click the button Click on the tab button Click on the LLonvert WO ta Invoice button and the Work Order will be converted to an Invoice and will take you to the Invoice Vehicle window poe ec WE 104514357 2005 VIN neeoded Tovola Camry P Door Sedan License 1230 40 Province ON nvbica Coda History Lookup Varicla Hi 4 Ise d pi 3 Fr Co ar HI TE mension invoice 7 awig 364x588 Ho invoiced PAI Windshield GBH each 251 48 T 251 48 e LABOR Vindshietd Labor 3 4nrs 0 00 T fiat 135 00 4 HBB 3EBE3 Blaga Viper 18 1aach 7 72 57 72 v m Sub Total 355 20 Cora VO o Invece Add Lira posi Convert WO te invoice Add Line GET eioi A Apaly Cash Discount Override 08A HST 851 38 Deductie Diac 50 00 Total Charges 5446 56 Deductie 200 00 Total d 0 05 Special pricing until 3712 2008 Invoice Vehicle Window Apply A Payment or Make an Adjustment Once the record has been converted to a Work Order you can also apply a payment or make an adjustment to the record directly from the tab You can also may a payment or apply an adjustment from the record once it has been converted to an Invoice Payments and Adjustments can also be handled from the EEEESSS T menu 1 Onthe tab of Work Order or Invoice record you wish to make a payment or adjustment
90. has been submitted It is important to track these adjustments for accounting and management reasons To agjust an Invoice click on the will display in the Work Area Date Wear Mare Looe Pind F Owner Phone zn Vi Adjustments Credits Mara Clam Ho Invoice Ho Only display Adjustments Dll credi Memos Adjust Credit Invoice Window Fad By C insurance E Owner button and the Adjust Credit Invoice window lt 2007 gt AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 139 1 2 3 4 5 8 3 1 Enter an Owner Insurance Company or Invoice Number and click on the button In the Find list click on the Invoice you want to Adjust The Adjustment window will display in the Work Area Enter the Amount to Adjust and a Reason for the adjustment and click on the button NOTE eDirectGlass will automatically apply taxes to the Adjustment amount unless you UNCHECK the Calculate Tax _ The Credit Adiustment box is used to note a payment that has already been applied in the eDirectGlass system but for another invoice a fully credited invoice na uam Clam Ho Invoice Na Paid By insurance Owner Only display C Adi usiment ud O Creda M emos STATE FARM INSURANCE saw E 5000 E Jackson ALLSTATE HSURANCE CO 12887 358 50 0 00 NRP mt OT 1 TH Ragat more su5mes Status O Credit Adjustment L te Suet Credit la
91. he Discount box will be carried over to the Quote TENTE EEE SC SEE NCA Cow DW ll9HGTYM GIN HAGS Windshield 123 hr 700 80 owo 22658130 GTY General Motore Windshield 123hr amp 21455 HAHO000004 HAHOOOOO4 HAGS Adhesie 2 0 Urethane Dam Primer leach 2800 n 1344000442 PO SN TT ANZ O Fasi Cure UrethaneDamPrimer TET ml LU0GODD LUGD0001 Lubricant LLLA Lubricani teach 20 00 ene 2 wach 10 65 Dacourt Add hems to Quote Total 835 75 Part Type Line Items 4 3 2 5 3 1 Adding Additional Parts Once you have made the initial selection of parts you have two ways you can add parts to a Quote The first deals with adding additional Glass Parts i e adding door glass to a Quote for a windshield The second deals with adding private parts to a Quote 1 2 Once you have made the initial parts selection on a Quote and have hit the ss button you may then add additional Glass Parts by first clicking on the ew lal at button located under your parts list This will take you back to the glass part list You will notice that the part that you originally lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 74 3 selected from the glass parts list in no longer available for selection Quarter Right Paint To Match encapsulated Quarter Left Paint To Match encapsulated Quarter Right WO Painted Applique Quarter Left WO Painted Applique Door Right Front Holes Door Left F
92. he Commission Salesperson or Writer Detail window make the changes required then click on the button NOTE If you need to disable a user for any reason all you have to do is check off the Disable User box and then click on the button This will remove them from the drop down list used to assign commission to an invoice If you do not want to make any changes click the Quit Without Saving button 2007 AMJ Logistics Inc eDirectGlass Administration 22 Fire Name james Last Name williams Postion comme Work Phone Mobile Phone Home Phone Email Store GLASS SHOP Region Southwest Display Name jamesw comme Disable User Commission Salesperson or Writer Detail Window 2 4 Search Results Settings eDirectGlass allows the system to show different Search Results in the Find windows of the Quote Work Order and Invoice sections These listings are based on the user login and can be different for each To set these results do the following 1 Click on the Administration button then click on the User Mgmt button to activate the ER button Once you have clicked on the button you will need to select a user just as in the Maintaining Users section 2 Enter your search criteria to find a specific entry or just click on the button to display the entire list of users Click on the user for which you wish to change the search result screens Last Hare laura coleman Co
93. he bottom of the screen the Copy Account drop down field will appear 2007 AMJ Logistics Inc 65 eDirectGlass Total Shop Management User Manual 4 3 2 2 4 a nam FEGE Primary nonestodz T Frank SECO as soon LEAST Mara Frans en af x a I Phanas Address 11 33 E Weastherfor abie Phones i E A A gt ax Modified pc Hizate Sales Person sales pra C Broker C Other Copy Account Drop Down oimply choose the correct customer from the drop down list and the appropriate fields will be filled in then click on the button to continue Entering Bill To Information Once the New Owner Record is created you will be brought to the Bill To window on the Task Menu Coverage Code Insurance Information Policy Deductie O Show Contract Companies CEE aN Clam Mo Rafarral He Find Company Company Hama Provin Loss Date Fleet Information Loss Tena Ung a Province where occurred Cards Expeaten Davia nagnad the i Driver Hama Description of Incident Driver License Fleet PO 3 Seve poe Bill To Task Menu Window Note If you selected Bill To of Owner or a Bill To of Other on the Owner tab the system automatically assigns No Insurance to this claim If this is incorrect you will need to go back to the Owner tab select a different Bill To option click on the button then return to the Bill To tab and follow the instructions under the Change Bill To section
94. his manual Gary Hart Technical Editors Maria lorio Team Coordinator Gary Hart Production Gary Hart First Edition August 2007 AMJ Logistics Inc 8687 E Via De Ventura 311 Scottsdale AZ 85258 Part Number Pub UG 1000 0405 00 eDirectGlass Total Shop Management User Manual Table of Contents Part 1 O ON OO OF 5 ND Part 2 Foreword 1 Getting Started 3 INTFOQUCUON stc 3 System Hed lremebllS unid ESA 3 Screen SENOS O 4 MEXT ZS ana oia 5 Security Scudo 5 Installing Crystal Report Viewer cooocccconnccononccccnnnococnnanoconannncnnnnnnnnnancrnnannrrnnannrnnnanrrnnannrrenanannas 10 installing DBPIX Attachment Plug In isc ada 11 Configure the Registry of Attachments 1111 Leee ee Leee eee e eeeeeene eene nene n nnne anna nnns 12 CONNECTING to eDirectGlass insciis eius id 13 LL Mme a 13 738 OU NR 14 eDirectGlass Administration 16 Shop Administr ALIGN uio eoi duco ove vec eons Condes ads 16 User Administration is eos uos L OL aves es ovt Lade Gear a 17 TAddinga NEW USER iaa SR M e aa a aa aaa a 18 2 Maintaining EET cairear oneen aseensa Ea aa a eE EEA Eaa E aAa AASE AAE AEE SNN ES AS A 18 SUSETRIQNIS mec E A A ee aaa aa Ae A Aaea a NEA AEAEE da be 19 Commission amp VV IOUS oiu ec rende ds 21 1 Adding a New Commission amp Writers Entry rss ieeeeeeeeeeeee eene enne n nnn nnn nnn nnn nnn nnn naa a usua asus a nuu u nanus enun 21 2 Maintaining Commission a
95. hlighted in the Schedule window pep I Day Calendar View Hourly 5 Click on a Start Time in the Day Calendar View NOTE You must click on the Start Time in the Day Calendar View under the Technician for which you wish to schedule this appointment If you just click on the Start Time in 2007 AMJ Logistics Inc 87 eDirectGlass Total Shop Management User Manual 4 4 2 2 the Day Calendar View in the first column you will be assigning that job to the Technician whose name appears in the first column and not necessarily to the Technician you wished to assign the job aS Date 1 28 2004 Stat 8 00 AM End 11 30 AM Click on an End Time in the Day Calendar View also in the correct Technician s column Click on the button to add the appointment The appointment will be added to the production schedule and will appear in the Day Calendar View with the appointment details Cormpleiad Notes Please call the customer prior te amiral Lars dra RO Code History OPEN v modified Warranty O Original voice S00 AM io 11 50 8M l ul 15294 Main St Scam zdale Appointment in the Day Calendar View Hourly You can also add Notes that will appear with the appointment both on the screen and on the print out These notes will only be available to your account and will not print on the final Invoice Just type the appointment notes in the Notes box and click on th
96. ill display on the Owner panel if you have selected the Owner record from the Copy Account Feature When you are finished making changes to the contact record click on the button to save the modifications 6 1 3 Creating a New Owner Contact To create a New Owner Contact click on either the button in the Find Existing Owner Contact window or click on the Mew Contact button in the Owner Contact Sub Menu After you click either button a blank New Owner Contact Record window will display in the Work Area r i JT F Cor TT 11 p Y J PS LH T Address Fax Address2 der LN New Owner Contact Record 1 Enter all of the contact information First and Last names are required as indicated by the solid red boxes Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record en 2007 AMJ Logistics Inc C amp V Relationship Mgmt 114 6 2 Insurance Contact The Insurance section in C amp V Relationship Management allows you to manage and store information about your business partners that is above and beyond the information contained in Quotes amp Invoicing This is also where you will add and maintain the O amp A Rules associated with each of the insurance companies with whom you do business Note You can only have one Insuranc
97. ime in the eDirectGlass system e Yellow indicates Work Orders that have not been marked as completed but are one or more days past the scheduled date e Green indicates Work Orders that have been marked as completed but have not yet been converted into an invoice 17 Records Work Orders List 2007 AMJ Logistics Inc Quotes amp Invoicing 86 4 4 2 4 4 2 1 Schedule Work Order eDirectGlass allows you to manage your production schedule very effectively In the Work Order module open a Work Order and click on the tab on the Task Menu The Schedule window will appear in the Work Area The way you have set your shop up in the System Admin will determine which schedule view you will see when you click on the tab in a Work Order Hourly Job Schedule Motse C Technician Mara Meadow Completed C Notes Date 014292005 duci Service Address RO Coda History OPEN Warranty Original eese D modes Hourly Schedule Window 1 Determine whether the job will be Mobile or In House If Mobile click on the check box next to Mobile You will notice that the names in the Technician Box may change depending on whether or not a Technician was setup as Mobile In House or both Select a Technician by clicking on the Technician s name Click on the Date field to select an appointment date The Day Calendar View will display in the Work Area and the Start Time field will be hig
98. ine Item Discount 72 Display Properties 4 F Fleet Ins Marketing 130 Close Campaign 131 Create New Campaign 131 Work With 130 Insurance Maintain O amp A Rules 116 Insurance Contact 114 Create New 115 Maintain 115 Maintain O amp A Rules 116 Work With 114 Interchange Parts 59 Introduction 3 Invoice Codes 31 Add New 31 Apply 101 History View 102 Using 101 View amp Maintain 32 Invoice Statement 16 Invoice Status 140 Invoicing 99 Color Coding 100 Finalize 102 Invoice Codes Apply 101 Invoice Codes History View 102 Invoice Codes Using 101 Open 99 Print 104 Submit 103 _L Login 13 Log Off 14 Maintain Commission 21 Marketing 125 Agent Marketing 127 Fleet Ins Marketing 130 Marketing Reports 132 Owner Marketing 125 Message Center 106 Check Messages 106 Create Message 106 Inbox 107 Outbox 108 Sent Items 109 Trash 109 N New Assignments 54 Accept 56 Reject 56 Review 55 Show O amp A Rules 56 No Vehicle 72 O amp A Rules Maintain 116 Show O 8 A Rules 56 On Hand Quantity 59 Other Contact 122 Create New 123 Maintain 122 Work With 122 Overview 49 Accounting 51 C amp V Relationship Mgmt 50 Marketing 51 Message Center 50 Quotes amp Invoicing 49 20075 AMJ Logistics Inc Index 150 Owner Contact 111 Create New 113 Maintain 112 Work With 111 Owner Marketing 125 Close Campaign 127 Create New Campaign 126 Work With 125 p Parts 73 A
99. ion with the Agent Contact records in the C amp V Relationship Management module to track your referrals Displays the Loss information with regards to the claim Displays the Vehicle information including the parts and pricing information for both the Owner and Insurance Broker Fleet Displays the Schedule information for the claim Displays all of the previous Task Menu items in one screen view that is collapsible 4 1 New Assignments The New Assignments feature is where you will find any assignments that have been sent to your company electronically through the eDirectGlass system Here you can choose to review accept or reject any of these assignments New Assignment Sub Menu When you select or are reviewing an assignment the following Sub Menu will become active in the Sub Menu area Assignment New Assignment Sub Menu 20075 AMJ Logistics Inc 55 eDirectGlass Total Shop Management User Manual 4 1 1 Print Assignment Allows you to print all of the Assignment information Allows you to accept the assignment and immediately convert it to a Repair Order to make changes to the record Accept amp Save Allows you to accept the assignment and convert it to a Repair Order for later completion Allows you to reject an assignment A message box will display where you must enter a reason for rejecting the assignment This information will not be sent back to the issuing party Review Assignments After
100. iple Invoice button at the top of the screen you will need to choose the Paid By from Insurance or Owner The Payor list will be based on this selection e g Paid By Insurance will give you a listing all of the Insurance Companies that have outstanding invoices 2007 AMJ Logistics Inc Accounting 138 spect type LEID NNNM l He nsuranca Jack Sparrow Chris Hanson Enterpra e Hen a Car Sam Stubbin Mandy Moore Gary Hart Mar a bri Maris Kris Maris lori Maria laria Larry Mies Tony Morales Tim Sant Gary Hart Tommy Reynolds Tommy Reynokis Alan Farnaworth Jerry Seinfeld Jim Morrison SLH TRANSPORT INC 8 3 Payor STATE FARIS MSURANCE 2 Records Adjustments Credits 664 83 1 002 54 grad 0 558 71 5644 37 507 01 5180 02 5808 07 5852 60 1 141 30 So 52 3479 86 475 86 57 50 giaz 14 5463 79 517 22 5445 56 3515 18 359 85 5352 06 S508 45 Multiple Invoice Screen Paid By Waurance C Owner vee Amount 500 5505 75 702 54 5434 0 5458 71 50 00 5107 04 5230 02 5458 07 5852 60 554130 323 52 5479 85 5479 08 567 60 554214 5265 75 5317 92 5246 55 5415 18 546 78 5232 06 5308 45 oituations will arise from time to time that will require you to adjust an Invoice For example you may need to waive a deductible or agree to discount an Invoice to meet program requirements after an Invoice
101. ires you to open a New Assignment Quote Repair Order or Invoice Once one of these is open you can click on the MESHA button on the Menu Bar and then click on the 2007 AMJ Logistics Inc 107 eDirectGlass Total Shop Management User Manual 9 3 The second option also requires you to first open a New Assignment Quote Repair Order or Invoice Once one of these items is open you can click on the button in the Sub Menu in the respective module Sub Menu Once you have clicked on the E5555 button or the LS CE button the Create New Message window psi in gm Work Area Create How Message Claim 3211456 2003 Cadillac Escalace To STATEAAGE MUTUAL NEW YORK NY BE Adjuster o Hia From Gary Harl Subject Request Infa wv Send Message How Send Message Later Cancel Message Create New Message Box The Claim To Cc and From fields cannot be changed These fields are populated with the information from the specific item Quote Repair Order or Invoice you have selected In the Subject field select the type of message you want to send There are 6 Subjects to choose from Request Info Price Issue Accepted Invoice Rejected Invoice Exception Request and Other In the message window type the message you wish the recipient to read When you are satisfied with your message and you want to send it click on the L_22nd Message Now button and the message will be instantly sent If you are interr
102. is finished installing the following window will appear and now you must click on the Finish button to complete the installation fig QHXMLRPZInstaller Installshield Wizard X Instalishiekd Wizard Completed The installshield Wizard has successfully installed QOBXMLRFP 2Iretaller Click Fresh lo edt the wizard eral 7 Next copy qbXMLRP2e exe to C Program Files Common Files Intuit Quickbooks 8 Open QuickBooks 9 Click Start Programs Accessories Command Prompt 10 Type this line at the prompt cd C Program Files Common Files Intuit QuickBooks c Command Prompt Lincd CosProgr n Files Common Files Intuit QuickBooks lt 2007 gt AMJ Logistics Inc 39 eDirectGlass Total Shop Management User Manual 11 Hit enter 12 Type this on the next blank line goXMLRP2e exe RegServer and hit enter After the DLL installs you will receive a blank line with no messages CinProgran Files Common Files Intuit QuickBookz gt gbRAHMLRP2e exe ReqgServer CinProgran Files Common Files Intuit QuickBookz gt 13 Next Launch DCOMOCNFG by clicking the Start button selecting Run and typing Dcomcnfg in the Run dialog box TT Type the name of a program folder document or a Internet resource and Windows will open it for you Open Dcoments Cancel Browse 14 Click on Component Services Computers My Computer DCOM Config You may receive the following DC
103. itted Invoice Message Print an Invoice eDirectGlass allows you to print an Invoice only after submission please make sure you have followed all of the steps under Section 1 Getting Started before you attempt to print any Invoices pole Select an Invoice from the Invoice List Click on the button The Invoice Print Preview screen will open in a new browser window Click on the amp button on the report viewer toolbar located under your browser window address bar x amp amp Ta 00 4 4 1 ofi k Kk om d crystal sz Preniev Report Viewer Toolbar A print dialogue box will appear Select the printer you wish to print to and click on the Print button Genees pon Select Portes z z r dat Aha Acte Ci Aus HP Caron O Cahier on een Lost at on GELIN ns b tir Bead Particle Peene Locate y 2 B Lorment Find Prts Page Range FM Number ol copies 1 4 pP Cc 1F E Enter aths a rings page mumiber o prole l paje range fo tiga 512 Print Dialogue Box When you have finished printing just close the report viewer browser window 2007 AMJ Logistics Inc Message Center 106 9 1 5 2 Message Center This chapter provides instructions for working with the eDirectGlass Message Center The Message Center provides two way communication with business partners only with business partners who are using the eDirectGlass s
104. k on the to view a list of all closed invoices 2 You can select an invoice and click on the button to view the item detail lt 2007 gt AMJ Logistics Inc 143 eDirectGlass Total Shop Management User Manual Owner Insurance Phone Claim Ho PC Invoice He VIN Tony Bones John Wilama Gary Hart Enterprise Rant a Car Gary Hart Teds Fast Way Gary Hart Teds Fast Way Gary Hart Mandy Moore Mandy Moore CASH Customer Boyds Auto Body Gary Hart Gary Hart Maria lario Maria bario Maria ere Larry Metalhead Farmer Ted Larry Metahead Gary Hart Teds Fast Way Larry Mercal Larry Metalhead Faite Standpaint Mara ere Herb Fow ha Darren Gary Hart Gary Hart ALLSTATE IS VEHCILE MSPECT Ha nsurance Ho iaurance KBC OUT OF PROV JBELRON No insurance No insurance ENTERPRISE RENT CAR Ne nsur nce Ho insurance Ha insurance AVMA NS CO OF CDA BELRON AVIVA INS CO OF CDA BELRON Ho insurance Boys Auto Body STATE FARM HS5URANCE KBC OUT OF PROV BELRON Ho insurance Ha insurance Ne inaurance No rsurance No insurance Ha insurance Na insurance No m urance Ho insurance Ha insurance No insurance No insurance No insurance KBC OUT OF PROV BELRON No naurance Ho m urance No insurance Ha inBurance No inaurance 10 O O O O G O G O O O O O O O O O Fo O Fe GR O O O G G G 50 00 50 00 30 00 50 00 0 00 S545 03 50 00 50 00 50 00 50 00 50
105. lass industry The C amp V Relationship Management module is also where you enter and maintain the O amp A Rules associated with the Insurance companies with whom you do business Clicking on the HERAS button on the Menu Bar displays the following Sub Menu C amp V Relationship Mgmt Owner Contact Agent Contact Other Contact C amp V Relationship Mgmt Sub Menu 6 1 Owner Contact The Owner section in C amp V Relationship Management allows you to manage and store information about your customers that is above and beyond the information contained in Quotes and Invoices An Owner Contact Record is automatically created in the eDirectGlass system when a claim is initiated by either creating a Quote or Accepting an Assignment 6 1 1 Working with Owner Contacts To work with an existing Owner contact click on the Gwener Contact button and the Find Existing Owner Contact window displays in the Work Area Enter the search information for the contact you are looking for and or click the button to list all of the contacts in your database When you locate the contact record you want to work with you can either double click it or single click the line to highlight the record and select the button to open the contact record 20075 AMJ Logistics Inc C amp V Relationship Mgmt 112 Company Last Name Frei Paine Phone Find Existing Contact You may enter partial daba in one or multiple fields 450 61
106. ld graphic Harmon requires that you select either Repair or Replacement from the drop down field on this screen When you are finished don t forget to click on the button This will take you to the Vehicle tab on the Task Menu Causes of Damage TU 288 Road Debris Loss Deserta Stuck Anmal Acute Area Repair or replace Windshield Replacement Damages Carmania rites Eae AD oe easy across Medified Loss Info Screen From Task Menu Entering Vehicle Information This feature will allow you to enter all of the information for the vehicle and will display the parts line items as you build the quote From the Task Menu select the Vehicle tab Note You may already be on the Vehicle tab if you saved information from the previous tab 2007 AMJ Logistics Inc Quotes amp Invoicing 70 WOS 104810417 not coded nous Coca J History Vehicle Tab Screen 1 If you have a VIN enter it into the VIN box and click on the button If you do not have a VIN at this point just go to the next step see note below 2 Click on the button to display the Vehicle Build window If you entered and saved a VIN in the step above the vehicle will automatically begin to decode as soon as you clicked on the button The vehicle may not build out all the way and you may have to select additional vehicle information before the button becomes active 3 If you do not have a VIN you can simply select a Make
107. lest Security Report Web Page Privacy Policy services events Text Size Selection Screen IE 7 1 5 Security Settings 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 reg http www edirectglass com downloads edgscripttimeout reg NOTE If your machine has multiple user login accounts you must run this file under each user login lt 2007 gt AMJ Logistics Inc Getting Started 6 2 In Internet Explorer click on the Options button and then select Internet 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 General Security Privacy Content Connections Programs Advanced Home page To create home page tabs type each address on its own line Use current Use default Use blank Browsing history Delete temporary files history cookies saved passwords and web form information Settings Change search defaults Change how webpages are displayed i
108. lick on the Cash Profile button to display the Shop Cash Discount Parameters window in the Work Area 3 After you have finished your review updates click on either the L__ awe Changes button to commit any changes or on the button to ignore any changes that may have been made 2 10 QuickBooks Setup Before we begin make sure all firewall anti virus and ad ware services are disabled until we have completed the setup 1 Download eDirectGlassQB zip from http www edirectglass com downloads eDirectGlassQB zip 2 Unzip the files and first run QABXMLRP2Installer exe de QUXMHLRFPZInstaller InstaliShield Wizard Welcome to the InstaliShiekl Wizard for QBXMLRP Installer The Install Swld R Vizard voll stall QEXMLRPZ2Installer on your computer To continue dick Next WARNING Thea program is protected by copyright lr and nermasoral megt 3 Click on Next to begin the installation de QUXHMLRFPZInstaller InstaliShield Wizard Ready to Install the Program The wizard is ready to begin installation If you want to review or change any of your installation settings dick Back Click Cancel te exit the wizard 4 Click on Install o The installation will begin lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 38 Installing QEXMLRP2Installer The preyan features you selected are bara rictalad may take several minutes 6 When the application
109. lick on the button to display the blank Shop Cash Discount Parameters window in the Work Area 20075 AMJ Logistics Inc eDirectGlass Administration 36 andi TET y Wiindshidld Foreign Windshield rf Domestic Tempered Foreign Tempered lr First Repair Additional Repair 5 Labor Flat s Labor Hourly Other Kil Flat Shop Cash Discount Parameters Adhes ve Highmrod Non Conductive Urethane 1 0 Kit Flat id as 7 2 5 Kit Flat 3 0 Kit Flat Remarks Shop Cash Discount Parameters Once you have completed all of the information click on the L__3ave Changes button to save the record or you may click on the button if you do not wish to save the changes at this time Domestic 5 j Windshield Foreign Windshield Domestic Tempered E Foreign Tempered EGM First Repair 50 AN 3 FIUEM 3 Other Ki Flat Adhesive Highmod Mon Conductme Urethane 1 0 Kit Flat 35 00 2 0 Kit Flat 45500 2 5 Kit Flat 5500 3 0 Kit Flat q7500 Remarks Completed Shop Cash Discount Parameters 2 9 2 View amp Maintain Cash Profile To view and maintain an existing Cash Profile in your eDirectGlass system 1 Click on the Administration button on the Menu Bar to display the Administration Sub lt 2007 gt AMJ Logistics Inc 37 eDirectGlass Total Shop Management User Manual Menu 2 C
110. ll appear in the Work Area Ade Catalogue Catalogue Management Window 3 At this point you can either find an existing Catalogue and update the name or create a new Catalogue name to use with your Parts Admin 4 To update and existing Catalogue click on the End Catalogue button and click on the Catalogue you wish to update to open the Catalogue Name window in the Work Area Quit Without Saving Catalogue Name Window 2007 AMJ Logistics Inc 29 eDirectGlass Total Shop Management User Manual 5 Update the Catalogue Name and click on the Save _ button to apply the change or click on the Quit Without Saving button to leave the record without making any change 6 Tocreate a new Catalogue name click on the button to display the Catalogue New Record window in the Work Area Catalogue Name gt Catalogue New Record Window 7 Enter the name of the new Catalogue you would like to use then click on the button to add this Catalogue name for your use 2 5 4 Categories They system is load with some pre populated Categories but you can also create your own local categories 1 Click on the Administration button then click on button The button will appear on the left side of the screen under the Administration Submenu 2 Click on the button and the Category Management window will appear in the Work Area Abbreviation Descripbon Category Management Window
111. ly from there 3 Once the image has been obtained click on the button in the Acquire dialogue box NOTE f you do not click on the button the image will not be available to you for attachment 4 Enter ina Title and Description for the image to help you identify the item later 5 If you are satisfied with this image click on the L_ ttateh Image button to add this image to the record 6 When you have finished attaching images click on the button in the Image Attachment window 20075 AMJ Logistics Inc Quotes amp Invoicing 94 4 4 5 2 View Attachments 6 7 8 Click on the button on the Menu Bar Select the appropriate Sub Menu button Quotes or Invoicing to find the record you need Search and find the appropriate record and double click on the line Once the record is open the and the buttons will be displayed in the Sub Menu Click on the Las button and the Attachments window will open in another browser window Attachments for Invoice 2544 Ver Brochure eDirectGlass Brochure Vn Logo eDirectGlass Logo Attachments Window Click on the ev link next to the item you wish to view When you have finished reviewing this image click on the button in your browser window to return to the Attachments window to view any remaining images When you have finished with your review just close the Attachments window browser window 4 4 6 Print Work Order eDirectGlass
112. me Calculate Tax ps Lai pil urna E Euer E rk ye Ut Adjustment Window The Adjust Invoice window will refresh and display the Invoice with the adjustment applied Credit Memo To create a Credit Memo click on the button and the Adjust Credit Invoice window will display in the Work Area lisuran cm gr kh Claim H nroics Ho Paid By O insurance Owner Only display C Adiusiments Ol creda Memos Adjust Credit Invoice Window Enter an Owner Insurance Company or Invoice Number and click on the button In the Find list click on the Invoice for which you want to create a Credit Memo The Adjust Credit window will display in the Work Area lt 2007 gt AMJ Logistics Inc Accounting 140 8 3 2 4 9 Select the amp Credit Memo radio button This will display the invoice parts detail in the Work Area insurance eet HG CANADA WESTERN BELRON PO Box 220 Station t Michel Montreal 08 H2 amp 3L8 416 841 5221 Insurance information Sub Tota 250 00 Policy Sub Tota 5552 87 BST 0 00 Claims 657 50 00 PST 0 00 Agent ST 50 0 HST 3250 Loss Date Transferred Taxes 50 00 WWA Gross Total 262 50 Gross Total 624 45 Deduetibia 200 00 AS MISC Auto Starts amp Alarma Auto Starts Alarms Date 03 25 2008 Amount Adjusted HST Reset minice submt status Credt Adatan O 4 adpustment Credit Memo Calculate Tax v d sue Credit Memo Re Pan
113. ment User Manual zl rm al Rept Artie Viewer Window Internet Explorer More inl oe posti Install ActiveX Control 3 A pop up box may appear asking you to display the webpage again Click on Retry to refresh the page Windows Internet Explorer resend the information you ve If you were making 4 purchase you should dick Cancel bo avoid a duplicate brancaction Otherwise cick Retry to display To display the webpage again Internet Explorer needs bo Retry Box 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 xj Do you want to install this software 2 More options While Files From the Internet can be useful this file type can potentially harm your computer Only install software From publishers vou trust Install ActiveX Box 1 7 Installing DBPIX Attachment Plug In Before you can use the Attachment feature in eDirectGlass you must first configure your computer and Internet Explorer 1 When you first click on the button a new browser window will appear asking you to install the dbpix20 ocx plug in 2 Click on the yellow highlighted area and a drop down box will appear Select Install ActiveX Control 2007 AMJ Logistics Inc Getting Started 12 ants bo instal the Following add on dbpixz ocx From Ammara
114. mp Writers Entries 11 LLeeee eese eee esee eene nenne nnne nnn nnen nhan anna nnmnnn nenne nnmnnn 21 Search Results Setllngs ni tn en aditus Cutie sin uv vu do Vd ze uuu due vu rua nga LV dense 22 Pants AMIA eec 23 T Adding a New Pays A A A A wes ca ea A A aD ue aeu 23 1 EOOKUD ADE A A A A A li 24 2 COPY DID 26 2 Maintaining Parts AdMIN eunte 27 3 Catalogues Hs a a a aa a een ee a ee 28 A E Categorles MM mom 29 WO GOUSS aaa 30 TAJAWOCOdOS irc aaa 30 2 View amp Maintain WO COGCS me tM 30 A Rer A GO teen ce 31 VAGO INVOICE CODES et 31 2 View amp Maintain Invoice Codes inician tddi en 32 PROD OURS etm 33 T PFINUNOReDOrIS o an 34 2 EXDOMING PODOINS emet 35 aS Mure 35 lt 2007 gt AMJ Logistics Inc Contents Il 1AJA Cash Profile darid c 35 2 View amp Maintain Cash Profle sirsenis o A aeai 36 10 QUickBOOKS SetU RN 37 1 CUSTOM EA A aaa 45 IT BUIK INVOICE NOTOS aia TL 46 12 CONTACT EDOT acrin a SILET 47 Part 3 eDirectGlass Basics 49 DESI SUI iii MT ET 49 QUOTES Gr INVOICING ia uere ema due tao du Dat CH os et coger eran A an 49 2 Message Contrata As 50 3C S V Relationship cmm 50 A Marketing Ncc a E i E A aak 51 5ACCOUNUNO x acd qc ae M DEL eee ees 51 Part 4 Quotes amp Invoicing 54 UN NEWASSIONMENIS E M 54 DE aLIAVEST elu RETI UI LL 55 2 Accept Assi
115. n Settings tabs E Appearance Colors Languages Fonts Accessibility Apply Temporary Internet Files and History Settings Ss Temporary Internet Files Internet Explorer stores copies of webpages images and media for faster viewing later Check for newer versions of stored pages 3 Every time I visit the webpage 3 Every time I start Internet Explorer Never Disk space to use 8 1024MB 1024 E Recommended 50 250MB Current location C Users Gary AppData Local Microsoft Windows Temporary Internet Files History Specify how many days Internet Explorer should save the list of websites you have visited Days to keep pages in history 2 E 5 In the Internet Options Panel Select the Security tab 6 In the Security window select the Sites button 7 Add edirectglass ca vanfax com and belroncanada com in the Trusted Site list as shown in the picture below and then click on the Close button 20075 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual Trusted sites You can add and remove websites from this zone All websites in this zone will use the zone s security settings Add this website to the zone http Awww aagoffice com etrade com http 192 168 1 102 http crm edirectglass com inis dcus UE com Remove C Require server verification https for all sites in this zone
116. n record the Edit Campaign Owner Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button LI Campaign Code R101 5 Campaign Mame Phi Radio 101 5 The Zone Edit Campaign Owner Marketing Window 7 1 2 Creating a New Campaign To create a New Owner Campaign click on either the button in the Find Campaign Owner Marketing window or click on the New Campaign button in the Owner Marketing Sub Menu After you click either button a blank New Campaign Owner Marketing window will display in the Work Area lt 2007 gt AMJ Logistics Inc 127 eDirectGlass Total Shop Management User Manual 7 2 New Campaign Owner Marketing Window Enter a Campaign Code This code will be used for identifying campaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet descriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign Close an Owner Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so
117. nce company is using flat enter it in the OtherKit Flat field otherwise enter the amount in the OtherKit field 6 3 A Agent Contact The Agent section in C amp V Relationship Management allows you to manage and store information about your referral agents You will enter in one contact record for the referral location e g Car Wash location and associated records for each of the agents at that location 2007 AMJ Logistics Inc C amp V Relationship Mgmt 118 6 3 1 Working with Agent Record To work with an existing Agent contact click on the button and the Find Existing Agent Contact window displays in the Work Area Enter the search information for the contact you are looking for and click the L Eind Existing Contact button to list a narrowed search or just click the L F nd Existing Contact button to list all of the contacts in your database Company Last Name First Name You may enter partial data in one or mukiple fields Dit Gone Car Wash M 100th St 480 544 1121 Dirt B Gone Car Wash N 100th St Tiii Tayior 4605441127 Dirt B Gone Car Wash Shea Wark UcGrail 480 844 8541 Dirt 8 Gone Car Wash Shea La 480 544 8541 Dirt B Gone Car Wash Shea Th 480 644 8541 Quky Mart Lube amp 0d dio urs 480 554 1212 Tonys Lube amp Qi FLV ober Piani 480 554 1231 Tonya Lube amp Oi PLY i T 480 554 1221 6 Records Find Existing Agent Contact Window When y
118. ndow will open in the Work Area STATEWIDE MUTUAL 1515 ROCKEFELLER PLAZA HEW TORENHYOTZ34 212 555 555 First Rama Middle Primary Phone 212 455 8787 Address 1515 Rockefeller Plaza Harmon C Address Mail Stop 5 Lyme City New York State MY Saile amp 1 Emad rick turr iswmutual coam None Agent id gt Number Agt District Motes He is cur account rep Insurance Contact Record You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications Creating a New Insurance Contact To create a New Insurance Contact click on either the button in the Find Existing Insurance Contact window or click on the button in the Insurance Contact Sub Menu Note You can only have one Insurance Contact Record in the eDirectGlass system per insurance company After you click either button the Find Insurance Company window appears in the Work Area Enter the Insurance company you wish to add a contact record for and click on the Find Insurance Company button You must enter at least the first three letters of the Insurance company s name or the state in order to make the L Find Insurance Company button active Once you have located the Insurance Company in th
119. nished printing you may close that browser window 4 6 Invoicing Probably the most important module in eDirectGlass Invoicing allows you to directly bill your business partners or clients To work with the Invoicing module click on the Invoicing button in the Quotes amp Invoicing Sub Menu The Find Invoice window will appear in the Work Area rsuTanze Tag Lake Modal Glass id You may enter partial data in one or multiple teits 7188 E 1 NN Find Invoice Window 4 6 1 Open an Invoice To open and work with an Invoice 1 Click on the Invoicing button in the Sub Menu to open the Find Invoice window 2007 AMJ Logistics Inc Quotes amp Invoicing 100 Find Invoice Window 2 Inthe Find Invoice window enter the search information to locate the specific Invoice you wish to work with To see all Invoices just click on the button and the list of Invoices will display in the Work Area a 13 Records Invoice List 3 Double click on the Invoice you wish to open or single click on an Invoice and click on the button and the Invoice will open NOTE Invoices that have a balance of 0 or have already been submitted to QuickBooks will not display in the full Find Invoice list They will only display if you enter matching search criteria 4 6 1 1 Invoice List Color Coding The Invoice list is color coded for easy identification of items that require attention e Red indica
120. nt 1 Click on the L__ ehicle tab of an open Quote to display the Vehicle amp Line Item information in the Work Area Ticket 2001 YH AFAZR17E71TM 14175 Mazda B4000 Pickup 2 Door Extended Cab ES Windshield Solar Coated Windshield ro 0401317 Wndsheld Labor HAMDODODA Adhesme 2 0 Urethane Dam Primer Convert FO to Invoice Apply Cash Discount Deductble Disc 50 00 DO 317 lesch Vehicle Tab 2 Click on the box next to the Aly Cash Discount you set up under Administration to this Quote License Sista leach 561430 T 23hrs 55000 2800 RC 33872537 not coded m irme Code Ft 115 00 v 28 00 9 757 30 Tax 30 05 Sub Total Total Charges 787 35 Deductible 0 00 Tol 78 25 This will automatically apply the Cash Profile lt 2007 gt AMJ Logistics Inc 81 eDirectGlass Total Shop Management User Manual ROS 33972537 2001 VN 4FAZRFHTET1TM 14176 nabcoded w Mazda 84000 Pickup cost 2 Door Extended Cab das State invoice Code History 4 save Lindo leach 514 20 w 23hra 50 00 w Adhesie 2 0 Urethane Dam Primer iesch 525 00 w Sub Total Tax Total Charges Deductible Total Cash Profile Discount Applied 3 If for some reason you no longer wish to have the Cash Profile Discount applied simply uncheck the Apply Cash Discount box 4 3 3 3 Applying Deductible Promotional Discount If you need
121. nt User Manual Print Dialogue Box 2 8 2 Exporting Reports You can export any of the reports to another program to be able to further analyze your data 1 With the report displayed in the Work Area click on the E icon on the report viewer toolbar located under your browser window address bar x amp Ap Tao a l of m crystals Prewieve Report Viewer Toolbar 2 Inthe Export Report box choose the button From the Export Report dialogue box choose the file format e g Excel Word for the file export from the drop down menu Export Report Export Report Dialogue Box 3 Next type in the file name and location in the File Name box or click on the L_Erawse button to name the file and choose the location where you would like to save the file Once you have selected a file name and location click on the button 4 When you have finished click on thel C amp button to export and save the report 5 Once the export is complete the system will ask you if you wish to open the file Choose either thel Yes lor button 2 9 Cash Profile The eDirectGlass system allows you to maintain a Cash Profile to quickly and easily apply your standard cash discount to a quote with just the click of a button This section will walk you through setting up that profile 2 9 1 Add Cash Profile To add a Cash Profile to your eDirectGlass system click on the Administration button on the Menu Bar to display the Administration Sub Menu C
122. nt will only apply to the items selected and will not be applied to labor which is not a part of the Quick Quote Total NOTE This discount should only be applied to a Quote that will not be paid by an Insurance company Fleet company or TPA lt 2007 gt AMJ Logistics Inc 61 eDirectGlass Total Shop Management User Manual 4 3 In addition to the total the button will appear If you wish to convert the Quick Quote to a Quote simply click the button and you will be taken to the Quotes feature to complete the process Any discounts you have entered in the Discount box will be carried over to the Quote lt Windshied Antenna FEIJE Quarter Right 15 8 x 21 7 FO03689 Quarter Lefi 158x217 Door Right Front 22x38 Door Lat Front 22 x 36 Door Right Rear 22x28 Door Left Rear 22 x 28 Back Window Quattro Heated 36 3 515 Back Window Antenna Heated Panal Earn LC is hs aes F FW00642 FWO0BA2GGNY GGY HACS Vhndahield i 35 hs 1 045 55 FWO00542 853845 098 K GGH Vekswagen Windshield 135hr 31518 HAHO00004 HAHO00004 Adhesive 2 0 Urethane Dam Primer each 26 00 a ae ERE ET D 1each 5 58 r HCRO00172 893 853 367 E 27Z VEREOR Chrome Joint HcRo0oIT3893853367F Q c SPE aman Cover Black Joint each 0 82 HMLO06980 853 845 121 G En a Mouking Rubber Teach r HHLODG6SS1 883 857 232 RO1 x ne Moulding ner Garni 1each HMLO06853 893 567 231 RO Moulding ner Garni Teach
123. ntering Owner Information The New Owner Record window will display in the Work Area eee ee E O E E e E Sales Person select gne b r C insurance Fiest Broker Other New Owner Record Window 1 Choose whether this is an Owner Record or a Commercial Record by selecting the appropriate radio box 2 Enter all of the contact information If this is an Owner Record First and Last names are required as indicated by the solid red boxes Commercial Records require the Company Name 3 You must enter the owner s zip postal code and then tab out of this field The eDirectGlass system will automatically fill in the City and State based on the zip postal code information Note The button will not be active if the zip postal code field is not filled out Enter at least one telephone number as indicated by the dotted line red boxes Select the Sales Person responsible for the job from the Sales Person drop down list if required Select the appropriate Bill to information Owner Insurance Fleet Broker Other by selecting the appropriate radio box If you choose Other as the Bill to a second screen will appear in which you must add the appropriate bill to information o ores 20075 AMJ Logistics Inc Quotes amp Invoicing 64 mom mom mom 2S mom mom om Last Hamel Pref Secondary Phones 00 1 Address Addrnessz L by Modified Sales Person salact one v Other Mobile
124. number oia pre e k page range fo example 512 m cm 2 Print Dialogue Box When you have finished printing just close the report viewer browser window 4 3 5 Deleting a Quote To delete a Quote in eDirectGlass 1 Open a Quote 2 Click on the button 3 Adialogue box will appear asking you if you want to delete the Quote Delete Quote Dialogue Box 4 Click on the button and the Quote will be permanently deleted 4 3 6 Converting a Quote to a Work Order Converting a Quote to a Work Order will allow you to schedule the job and move it toward Invoice status 1 Open a Quote 2 Openthe window 3 Click on the button 4 The Quote will be converted to a Work Order and the screen will change to the Schedule view in Work Order 2007 AMJ Logistics Inc Quotes amp Invoicing 84 WOS 104610486 2004 Vi meendad w Toyota Camry LE 4 Doar Sada rice kicka Coda History Windshieli Solar Coated 354x598 No voiced Jo ma UT eones ORA me Mel Tat Windshield Teach 251 48 251 48 v x eem Windshield 34hrs 3000 T fai 5136 00 v HAHDOD44S Adhesie ne Teach 367 58 E 567 50 F HILOZI5Z2 Moutkding leach 574 00 574 00 f Sub Total 528 58 Henn Get to es New Gass Pat GST 526 45 Apply Cash Discount Ovende OLA Deductibie Disc so 00 Total Charges 5597 75 Deductible 50 00 Total 5597 75 Quote Vehicle Window Convert Quote to Work Order 4 4 W
125. o 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 2007 AMJ Logistics Inc 13 eDirectGlass Total Shop Management User Manual nh This program wil open cutee of Protected mode internet Explorer Regigtry Edag Prades bez poe helps protect pour composer es 1 you do nes ruat the Fagity mette Bo nat open Ts program A Adding infecmaten can u a Change ek delete values and caude compenems LO i stop working comedi If you do not trust the source of this information in 1 ma Eca try Ediber Biith Micronc t Windows Cee Gare Lee Maece dieser T eem p rary Lribimat FsesiLowConbent IES SBGEDERTUeDOlEKes 1 reg de not add it to the registry Ces ral phates IRE pa a ivi Details Don t alin Registry Editer En o The keys and wees coniare in Cum rap Los ah Microsoft Maiden Temporary Internet Fes Loe Content JES GEGKDSAT eDGE Le Lira have been saccentully added to TR PETITS Ase yes sure you veant bo continue Security Warnings 3 Open up Internet Explorer and you can begin using the Attachments feature 1 9 Connecting to eDirectGlass Before you can connect to eDirectGlass you must first complete the following steps 1 Connect to the Internet Not required for broadband or LAN Internet services 2 Launch Internet Explorer 3 Have your Account Login Information as d
126. obs that have been added to their schedule on the same business day If you enter the correctly formatted SMS email address i e 4805551111 cellphoneemail com a notice will be sent directly to the technician s cellphone via text message telling them a job has been added and that they need to check their schedule for today 6 Enter the First and Last name position phone and email information and click on the button A C Id User Username NewTech Employee Code 4551 Password Level Technician Store Region First Hare New Lasi Mame Tech Position Technician Work Phone 480 555 1212 Mobie Phone 480 555 1111 Home Phone Email newusercimyshop com Technician Mobis in Housa sus 4B055511118 cellphaneemail cam PER y Disable User Gua Without Saving modified Add User Window Maintaining Users 1 Inthe Find User box enter a username first name or last name then click on the button To see all users for your account just click on the button without entering any names 2 From the User List window click on the name you wish to maintain 20075 AMJ Logistics Inc 19 eDirectGlass Total Shop Management User Manual User List Window 3 In the User Detail window make the changes required then click on the button NOTE If you need to disable a user for any reason all you have to do is check off the Disable User box and then click on the button This will deny them access to the entire system
127. ociated Vehicles Lookkup NAGS is the registered trademark of Mitchell International Working with a Quick Quote After you have clicked on the button the Vehicle Parts window will appear in the Work Area ar x57 1538 x 21 7 15 3 x 21 7 22 x 38 22x28 dE x 28 zx Initial Vehicle Parts Window From this display box you can click on any one of the line items to display the sub menu of components for that specific part If available you can also click on the button to review the part graphic 2 296 Back to Pats Part Graphic To return to the Vehicle Parts display box click on the button Once you have selected the glass part the price list and associated parts will display in the Work Area lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 60 4 2 2 DM 224 07401410 Windshield Heated Wiper Park area Heabed 0401411 Wndzhield Heated Wiper Park area Heabed Solar Coated 0009541 Quarter Right Power 0009542 Quarter Left Power DQ09843 Quarter Right Power Solar Coated 0009544 Quarter Left Power Solar Coated 0010057 Quarter Right Manual 20 6 x 43 4 0010058 Quarter Left Manual 208x414 Quarter Right Manual Solar Coste 208x434 E 43x60 43x60 20 8 x 43 4 20 8 x 43 4 20 8 x 43 4 20 8 x 43 4 i D DWO01224 LDYWD1224GBNH GEN MAGS DW01224 5083392AA GTN ae HAHO00004 HAHODOD04 NAGS HBB038631GGV 1625 HFLODO132 47 16936 HFLO00132 CXP1226 HFLOO00132
128. of this manual _Lossnto Vence d Invoicing Task Bar 1 1 nt Quotes a 1 Start by selecting a Bill To Company To do this enter the name of the company or at least the first three letters of the company s name or the company s Province in the Find Company box 2 Click on the L_ Find Company button once you have the Company Name or State information typed in 3 Inthe Company Find list select the correct Company by either double clicking that line or single clicking the line to highlight it and then clicking on the button 2007 AMJ Logistics Inc Quotes amp Invoicing 66 STATEWIDE INS CO STATEWIDE INS CO 1515 ROCKEFELLER PLAZA Company Selection List 4 Now complete the company tab record by selecting a Coverage Code Policy Number Deductible Claim No Authorization Referral No and Loss Date Don t worry if you don t have all or any of this information you can always enter it later If you do enter information make sure to click on the button The system will move you to the next Task Menu tab NOTE If this is a fleet job you may fill out the appropriate Fleet Information on this screen 5 If you did not enter any information select the next tab you wish to work on from the Task Menu Coverage Coda insurance Infermatien i mij Pokey C4565405845 Custom Censen Deductbie 100 00 AURORA OH LAGAS reci Claim No 54545 505 750 4255 T STATE FARM INSURANCE P
129. ointment and you must also click under the Technician s name in a PM slot for a PM job 5 Click on the button to add the appointment 6 The appointment will be added to the production schedule and will appear in the Day Calendar View with the appointment details lt 2007 gt AMJ Logistics Inc 89 eDirectGlass Total Shop Management User Manual Mobile e Technician Maria Meadow Completed Notez Date 8 3 2004 E Service Address AM Sami RO Code Hatorg Pu C w Warranty Origisalkweise Franke Vinten aop am LION E Shea Rd Appointment in the Day Calendar View AM PM You can also add Notes that will appear with the appointment both on the screen and on the print out These notes will only be available to your account and will not print on the final Invoice Just type the appointment notes in the Notes box and click on the button You can also use the Warranty check box to track if this Repair Order was a warranty Repair Replacement Simply check off the Warranty check box enter in information in the Original Invoice box you must enter in something in this box if you check off the warranty box and click on the button 4 4 3 Service Address The eDirectGlass system allows you to store a Service Address in addition to the Owner s home address which is recorded on the Owner tab This Service Address will appear on the Work Order print out 1 Open the Work Order to which y
130. ontact from the Select Contact drop down list Ho Broker Select A gant Henrys Od and Lube L Ano Commissin Contact Selection 3 When you have finished with your selections click on the button 4 3 2 3 3 Apply Commission In eDirectGlass you may enter up to three salespersons or writers to pay commissions to on any given record On the tab check off the Apply Commission box to view the Sales Commissions screen lt 2007 gt AMJ Logistics Inc 69 eDirectGlass Total Shop Management User Manual 4 3 2 4 4 3 2 5 No Braker v Apaly Commission 1 v Amount 0 00 select sales person e amount 50 00 r select sales writer s amount 5000 Sales Commissions Screen Select the correct people from the drop down list s and enter an amount beside that person s name This information will be saved with this record and will be available for you to run a report to properly pay commissions on an invoice by invoice basis Entering Loss Info From the Loss Info tab on the Task Menu you can enter the type of loss and the detail for the Quote 1 2 Select the Cause of Damage if known from the drop down box Select Other to enter your own description Select the Loss Description if known from the drop down box Select Other to enter your own description To illustrate the type of damage simply drag one of the 4 graphic thumbnails to the appropriate area of the windshie
131. ord In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications 6 3 3 Creating a New Agent Record To create a New Agent Contact click on either the button in the Find Existing Agent Contact window or click on the button in the Agent Contact Sub Menu A blank New Agent Record window will display in the Work Area lt 2007 gt AMJ Logistics Inc C amp V Relationship Mgmt 120 Comay o o o Primary Phones Contact Secondary Phones Address Fax Address Tex d City Mo Tax Emai Modified Ezr Unde Hoses New Agent Record Window 1 Enter all of the information for the agent location you will add each of the referral agents at a later time Company Name is required as indicated by the solid red box You may add a main contact under this record but if this person is a referral agent you will also need to enter that person as a contact for this record Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record 2 9 e Company Quiky Mart Lube amp Cil png Dhana PARI EE d 1940 Contact Bob Fender Secondary Phone Address 8956 M Pima Rd Fax
132. ork Orders The Work Orders module in eDirectGlass allows you to manage and schedule your jobs To start click on the Work Orders button in the Sub Menu The Find Work Orders window will open in the Work Area Date Owner Insurance Year Phone Claim No Make PC WO Ticket Number Find Work Order You may enter partial data in one or multiple fields Sort by WO Date Schedule Date Find Work Orders Window 4 4 4 Open Work Order To open and work with a Work Order click on the Work Orders button in the Sub Menu to open the Find Work Order window 1 Inthe Find Work Order window enter the search information to locate the specific Work Order you wish to work with and click on the button To see all Work Orders just click on the button and the list of Work Orders will display in the Work Area lt 2007 gt AMJ Logistics Inc 85 eDirectGlass Total Shop Management User Manual Date Wil nturarce Wake PC WOTicket Humber Model VIN WO Codes You may enter partial data in one or multiple fekis Sort by COWO Date C Schedule Date 4 Records Work Orders List 2 Double click on the Work Order you wish to open or single click on a Work Order and click on the button and the Work Order will open 4 4 1 1 Work Orders List Color Coding Note The Work Orders list is color coded for easy identification of items that require attention e Red indicates Work Orders that do not have a schedule date and t
133. ou locate the agent record you want to work with you can either double click it or single click and select the button to open the contact record Company Din B Gone Car Wash Shea Contact Justin Vax ipu MM Address 2675 E Shea Blvd Fax Address Tax kd Cay Scolisdale State AZ Zip 85258 Mo Tax CE EA EEE Gwen Stefani 480 945 1445 Rob Thomas 480 814 1414 Reeve Contact 3 Records Agent Record You can also make changes updates to the individual Agent Contacts from this screen by either double clicking on the line or single clicking the contact and clicking on the button to open the Agent Contact Record in the Work Area lt 2007 gt AMJ Logistics Inc 119 eDirectGlass Total Shop Management User Manual First Nama Hark Mace Name Last Name McGrath Prefs Address 12987 HN 100th Pl Fax Address 55N 999 955 9993 Cty Scottsdale Zip 85260 native er Email ac hotes Agent Contact Record 6 3 2 Maintaining the Agent Record After you have selected the contact record and have retrieved it the Agent Record window will open in the Work Area Company Din B Gone Car Wash Shea Contact Justin Wan Address 2675 E Shea Blvd Fax Ad ress2 Tax kd Cay Scolisdale State AZ Zip 85258 Mo Tax tra Ea Mer Gwen Sletari 480 945 1445 Thomas 450 814 1414 Gene New Contact Reeve Contact 3 Records Agent Record You can edit any of the information in the contact rec
134. ou wish to add the Service Address 2 When you open the Work Order the button will appear in the Sub Menu Click on the button to display the Service Location Record window in the Work Area lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 90 4 4 4 4 4 4 1 Service Location Record Window Fill out all of the pertinent information including any notes you can use the notes section for cross street information When you have finished click on the button Click on the yellow Work Order button the Sub Menu header to return to the Work Order you were working with The Schedule tab of the Work Order with a Service Address will have a check mark in the service Address box letting you know that one has been saved for this record Mabie v Technician Mana Meadow Completed Notes Date 08 03 2004 mak ad service Address AM 9 Albert Sands RO Coda History Schedule Tab with Service Address Should you need to make changes to the Service Address simply click on the button in the Sub Menu after you have opened the Work Order make the necessary changes then click on the button when you have finished 7 If you need to remove the Service Address entirely place a check mark in the Delete M box in the Service Location Record and then click on the button NOTE Checking the delete box and saving the record will permanently remove the Service Address from this record If you accidentally d
135. r that particular part For example you create a new part for a special order Air Filter and you want this part to go to Sales Other Special Order Parts while all of your other Air Filter parts go to Sales Other Air Filters In the Parts Detail screen you will be able to select a Custom GL Account for this special Air Filter 1 Youcan select the Custom GL Account either by updating an existing part record or while you are adding a new part 2 On the Parts Detail window check the Custom G L box and make your GL Account selection from the drop down list ts Detail Category Pur Filters Part AF Special kd rypga Cher e MPG Part AF Specal Lot Ho Catalogue Taxable Part Ae Taxable Labor PP Pricing Method j ET Account select GL Account Cutoff Loss Gua Wiha Sang modifed lt 2007 gt AMJ Logistics Inc eDirectGlass Administration 46 Parts Detail Window 3 Once you have made you selection click on the button to apply the changes 2 11 Bulk Invoice Notes eDirectGlass allows you to add Invoice Notes to a range of invoices at one time 1 Click on the Administration button on the Menu Bar to display the Administration Sub Menu 2 Click on the BL EEE button to display the Bulk Invoice Notes window in the Work Area insurance Company Date From Date To Bulk Invoice Notes Window 3 Enter your search criteria then click on the button to list the Insurance Company and or
136. r the Custom Vehicle you are adding e g motor home enter it in the VIN Number box on the Add Custom Vehicle screen which will display in the Work Area once you have chosen Add Custom Vehicle from the drop down VIN Number 5B4MP67G13336 517 Add Custom Vehicle Screen 3 If the system is able to decode the VIN you will get a dialogue box asking if you would like eDirectGlass to fill in the decoded information in the appropriate boxes If you wish the system to handle this click on the button in the dialogue box If you would like to fill in the information on your own click the button and enter the information manually Microsoft Internet Explorer 9 En The MAGS database was unable to locate the following vtl Workhorse Custom Chasse Forward Control Model 2003 Motor Home N A Do you want n use this data to create a custom vehide Custom Vehicle VIN Decoded Dialogue Box 4 Ifyou do not have a VIN Number simply fill in the appropriate fields manually Once the fields are filled in either through VIN decoding or manually and you have verified the information is correct click on the button to add the Custom Vehicle to the Quote VIN Number 5B4MP67G133367517 Completed Add Custom Vehicle Screen 5 Once you click on the button you will be returned to the Vehicle Tab in order to add parts to the Quote from your Private Parts list 2007 AMJ Logistics Inc Quotes amp Invoicing 72
137. rack Inventory 16 U User Add New 18 Daily Job Capacity 18 Disable 18 Maintain 18 SMS 18 User Rights 19 W Warranty 86 WO Codes 30 Add New 30 Apply 90 History View 91 Using 90 View amp Maintain 30 Work Orders Color Coding 85 Convert to Invoice 95 Print 94 Schedule 86 Service Address 89 WO Code History View 91 WO Codes Apply 90 WO Codes Using 90 20075 AMJ Logistics Inc Total Shop Management User Manual 2007 AMJ Logistics Inc 152 20075 AMJ Logistics Inc Thank you for using eDirectGlass
138. rch finds items that match your search data those quotes will be displayed in the Work Area e f you want to reset your search data for a new search click on the button e f you want to create a new quote you can click on the button in the Find Existing Quote window or click on the button in the Sub Menu e Toretrieve a Quote simply double click on a quote line in the Work Area or single click the line and click on the button ate Aa car Ma 0311 2004 2002 Mi zubishi MENTA 200 Mercedes Benz ELA Cordon Lightioot EEN GNN 2001 Saun LO Charles Xavier Fir tinsurance ol Garland 10 Records Quotes Retrieve Window Quotes List Color Coding Note The Quote Retrieve window is color coded for easy identification of items that require attention e Red indicates all Assignments that have been received by your shop from an Insurance Company or TPA Agent through the eDirectGlass system came in under the New Assignments module and are less than 7 days old e Yellow indicates items Assignments and or regular quotes that are older than 7 days 2007 AMJ Logistics Inc 63 eDirectGlass Total Shop Management User Manual 4 3 2 4 3 2 1 FRetieve Quote 10 Records Quotes List Create a New Quote To create a New Quote click on the uote button from the Sub Menu and then click on the button in the Sub Menu or click on the button in the Find Existing Quote window E
139. re any disk space other than the space required by Internet Explorer to run e Color Monitor 800 x 600 resolution and high color 16 bit minimum 20075 AMJ Logistics Inc Getting Started 4 e Inkjet or Laser Printer with minimum 600dpi output quality Operating System Requirements e Microsoft Windows 2000 Windows XP or Windows Vista e Microsoft Internet Explorer 6 x or greater Netscape Mozilla Firefox and Beta Versions of IE Are Not Supported eDirectGlass only supports Internet Explorer Communication Connectivity Requirements e Internet connection 56k is the minimum required speed but a DSL or other high speed connection is strongly recommended for better performance of eDirectGlass e Standard Internet Service Provider ISP Some ISP s limit function such as email size and connectivity timeout Check with your ISP to see what limitations apply We do not recommend AOL Juno NetZero or WebTV dial up accounts e Valid e mail address for order inquiry and confirmation 1 3 Screen Settings To ensure the best possible screen display of eDirectGlass Vanshop TSM edition 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 di
140. rite off or credit amounts against invoices in the system Aging Report Allows you to create an AR aging report for any customer in the system with open or outstanding invoices or repair orders Closed Invoices Allows you to view a list of all of the invoices in your system that have a zero balance Invoices for QE Allows you to select the invoices you wish to send down to your QuickBooks file Payments for QE Allows you to select the payments adjustments and credit memos to send down to your QuickBooks file Parts Order Lookup Allows you to lookup and order parts independent of a specific Work Order Order Management Allows you to check the status and receive parts on your orders sent to Vanfax lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 54 4 Quotes amp Invoicing This chapter provides instructions for working with new assignments quotes repair orders and invoices In addition this chapter also covers production scheduling and advanced usage techniques In each of the Sub Menu features in this module the following Task Menu will appear when working with a claim Quoting Invoicing Task Menu Displays all of the Owner information both commercial and insured owned ES the Bill To information if any for the claim This can include Insurance Broker Fleet or Commercial information Displays user selected Broker information Otherwise you may use it in conjunct
141. ront 2 Holes Back Window Heated Back Window Paint Band From here you would choose another glass part and add it and it s associated parts to the Quote just as you did with the originally selected Glass Part Once you have selected the parts to add just click on the button and you will be returned to the Vehicle tab with the newly selected parts showing in list and calculated in the costs You may do this for as many Glass Parts as you need VIN 1610124427203594 License ASADIF 89 lissage 22380 Chevrolet Cavaber 2 Deor Coups fime AZ ROS 33972506 invoice Code History DWOT191 Windshield encapsulated DANO1191 DNwOT 15H HAH O0448 D amp 808654 DB08654 HAHDODODA HMLOOST20 Windshied GBH Windshield Labor LE 2 0 Fast Cura Adhesive rahana DamPrimir Back Window GTN Back Window Labor Adhesive 2 0 Urethane Dam Primer Apply Cash Discount Deductible Disc 37 00 DOS ama O E oton oyum List oma De et Ta teach 5777 10 23hrs 550 00 Teach 48 00 teach 181 50 z hrs 550 00 Teach 28 00 Teach 50 00 TAO A 115 00 F 548 00 vw 181 80 145 00 v 28 00 500 00 FF Sub Total 51 254 590 Tax 549 17 Total Charges 1 344 07 Deductibe 50 00 Total 51 344 07 To add additional Glass Related Parts e g adhesives mouldings etc to an existing Glass Part highlight the glass item you wish to add parts to and new buttons will appear under the parts lis
142. rs from same vendor Paying Bils C Automatically use discounts and credits QuickBooks Preferences Now click on the Item button on the main menu Click on the Item button at the bottom of the screen and choose New Choose Inventory Part as the Type Enter DWOOO000 in the Item Name Number box In the Income Account box choose Sales Glass and in the Asset Account box choose Inventory Asset Note The Inventory Asset account must NOT be a sub account and must be named Inventory Asset exactly Click on the OK button to save Hew Item ve Description on Purchase Transactions Description on Sales Transactions C rtem is inactive Cost 0 00 per Sales Price Q 00 per Purch Tax Code 5 v COGS Account Gisss 4000 Domes w Sales Tax Code 5 w Preferred Vendor w Income Account Sales Glass 3000 Dor v Inventory Information Asset Account Reorder Point OnHand Totalwake Asof 1120 Inventory Asset 0 00 owo 0 00 02 06 2008 m QuickBooks New ltem Screen 2007 AMJ Logistics Inc eDirectGlass Administration 44 30 Now click on Lists then click on Tax Codes List 31 Make sure you have all of the following in your list and that all of the tax rates are current S Standard default which should include GST amp PST or HST total tax rate only in the GST field and if in PEI make sure the piggyback
143. s List amp Parts Detail Window 3 Click on the L 9 amp v PP button to bring the information into a new Parts Detail Window Select the new correct Category and Catalogue and make any other necessary changes to the record then click on the button to add the record lt 2007 gt AMJ Logistics Inc 27 eDirectGlass Total Shop Management User Manual Description frst two letters may be required Position Feature v Met Price 395 BT Lot Ho Color Catalogue Reorder Taxable Part M inventory bam To Vendor Price 50 00 Taxable Labor Reyaky tem Custom GL GIL Account ect GIL As Pricing Method Cutoff Loss modified 2 5 2 Maintaining Parts Admin 1 Inthe Parts Management field select the search criteria for the item you are looking up and click on the button You will need to select the Catalogue and Category and you may need to enter the first two letters of the part you are looking up to make the button active first two letters may be required Catalogue FLEETCA DBOS5716GTN DBOST16GTH DBDS725GTN DBOS 7 ZSGTH DB0S740GTN DBJST4JGTH Back Window DBOST41GTN DBOSTA41GTN Parts List Window 2 Highlight the Item you wish to review maintain to display the Parts Profile Detail window in the Work Area Category Back Window Descrintion DB ST25GTM use Ea o Part d DB05725GTN ey 1 List Price 5620 43 ld Typa Position Discount Met Price 5040 48 MFG Part
144. t Click on the button which will display the part list for the Glass Part you have highlighted You will not be able to add another Glass Part using this functionality just the related parts 20075 AMJ Logistics Inc T5 eDirectGlass Total Shop Management User Manual Theta VN 161J0124x27203594 License ASADOS Siete AZ ROR 39972506 invoice Code History leach 5181 50 2 0 Urethane Dam Primer 5 ivo 181 Sas Se See 3 kl 5 2 ki is h Lm LVIOTIBIGBDYM GEN NAGS since het m Add ems lo Quote Teach 528 00 Sub Total 1294 30 Tax 4317 Total Charges 1 344 07 Deduwctible 0 00 Total 1 344 07 4 5 s SA EF lashes 30 50 LES 11 DWO1181GTYN GTN NAGS Windshield 123hm 23050 22658130 GTvY General Motors wWindshieki 123hr 214 55 RASS Adhesive 2 0 Urethane Dam Primer teach 26 00 NAGS Adhesie 2 0 Fasi Cure UrelhaneDam Primer Teach 48 00 HAGS Lubricant Encapsulation Lubricant each 20 00 2 each 11 41 Total 50 00 Once you have checked off all of the parts you wish to add to the Quote click on the Add Items to Quote button From the Vehicle tab highlight any of the Glass Parts listed on the screen This will make new buttons appear under the parts list Click on the button which will open your Private Parts Profile list Ticket VH 16314 2124x27203594 License ASADT83 Mieage 22330 dH G
145. t for another invoice a fully credited invoice lt 2007 gt AMJ Logistics Inc 97 eDirectGlass Total Shop Management User Manual 3 28 2008 Amount Adjusted HST Sat invoice atatus lo SUBMITTED O Credit adjustment O Pad By G naurance Owner Caleulste Tax Reason Prorotoral Fes Make an Adjustment from Work Order 6 You will then be taken back to the tab of the Work Order record you were working with and will now see the Remittance box showing the adjustment you just applied we00z vise aseses Owner Payment 50 00 Adjustment Sersiched decal 510 00 Remittance Box 45 Scheduling The Scheduling module allows you to review your production schedule for a specific date or range of dates and allows you to see your entire In House and Mobile schedule 4 5 1 Viewing Schedule 1 Click on the scheduling button in the Quotes amp Invoicing Sub Menu 2 Select a Date Range by clicking on the Date field choosing the start date clicking in the To Date field and choosing the end date of the schedule you wish to display You can also choose to display the schedule for one particular technician the schedule defaults to All Technicians by choosing that Technician s name from the drop down list and clicking on the button 3 The Schedule for the selected dates will display 2007 AMJ Logistics Inc Quotes amp Invoicing 98
146. t Cradt Memo Credit Memo Window Check off the part s you wish to credit and enter in a reason then click on the Lssus Credit Memo A pop up will display Click on the button This will bring up the Credit Memo report for you to be able to print a copy Microsoft Internet Explorer E ES 3 Issue a credit memo for 282 50 Credit Memo Dialogue Box Reset Invoice Status There may be times after you have submitted an invoice to an Insurance Company where you may need to make changes that do not effect the pricing that was submitted to the Insurance Company i e you need to update a VIN Number or change an address In order to make any changes to an already submitted invoice you must first change the submission status and then you can make changes to the invoice To reset the submission status on an invoice click on the Adjust Invoice button and the Adjust Invoice window will display in the Work Area lt 2007 gt AMJ Logistics Inc 141 eDirectGlass Total Shop Management User Manual 8 4 nauran ce p hi Liam Ho nice Ho Paid By C insurance Owner Only display C Adiusiments Ol creda Memos Adjust Credit Invoice Window 1 Enter an Owner Insurance Company or Invoice Number and click on the button 2 Inthe Find list click on the Invoice you want to Adjust 3 The Adjustment window will display in the Work Area 4 Enter a 0 zero in the Amount to Adjust box click on
147. t down to your opened QuickBooks file 2007 AMJ Logistics Inc 147 eDirectGlass Total Shop Management User Manual Help amp Reporting Issues On Line Help Manual On any screen you can find the An button located below the Sub Menu on the left hand side of the screen Clicking on this button will take you to our on line help manual to the section relating to the module you are in when you requested help Live Help l livehe pisonkne y If you require further assistance you can click on the button also located below the Sub Menu to discuss your issue with a technical support representative during normal business hours I 1 l l livahelpisoffline X You may also send an e mail to technical support via the 8 mehoiniagii button after normal business hours Reporting Bugs You can also report any issues with the program by clicking on the button located underneath your user name in the upper right hand corner of the screen Clicking on this button will bring up the Report Issue window which will require you to enter information concerning your problem and the computer you were using when you experienced the issue 2007 AMJ Logistics Inc Index 148 Index A Accounting 136 Adjustments Credits 138 Aging Report 141 Closed Invoices 142 CreditMemo 139 Invoices forQB 143 Overview 136 Post Payment 136 Reset Invoice Status 140 Add Commission 21 Addition
148. ter the most to your business like reducing day to day business costs increasing productivity and greater billing flexibility just to name a few Because the Right Tools Make All the Difference 20075 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 1 1 1 2 Getting Started Introduction eDirectGlass M Vanshop TSM is an evolutionary way of doing business for automotive glass retailers in Canada eDirectGlass Vanshop TSM was designed to give the industry fair access to billing and claims data using proven patented Internet technology eDirectGlass Vanshop TSM is a cost effective efficient system that unites the industry without the unnecessary high costs associated with the current data networks and proprietary POS systems offered by legacy vendors eDirectGlass Benefits eDirectGlass eliminates the costs and hassle of working through multiple vendors such as POS and Claims networks With eDirectGlass there is now a direct route between shops vendors and insurance companies You no longer have to pay for or share your information with multiple parties You are in control of your own network Integrated POS Management and Purchasing Stop paying for and using multiple services With eDirectGlass M Vanshop TSM you have all of the tools to manage your business in one place Through the use of MultiLogic technology eDirectGlass M can automatically analyze all claims and in
149. tes Invoices that have not been submitted e Yellow indicates Invoices that have a rejected status If you hover your mouse over the Insurance column of a rejected invoice you will be able to view the reject reason e Green indicates Invoices that have been submitted and do not have a rejected status 2007 AMJ Logistics Inc 101 eDirectGlass Total Shop Management User Manual OMIR 2000 Avalon Peter Tudor Nolnsuranca 13 Records Invoice List In the Find Invoice window you may click on any combination of the color coding check boxes then clicking on the button to display only the invoices that meet those requirements e g display only Invoices that have not been submitted Data Owner hau ace Year Phone Claim No Make FF FroisceTicher Number Mogel VIN kvga Codes Et You may enter portan one aru f e Ml NN 5 Records Displaying Red Color Coded Invoices Only 4 6 2 Using Invoice Codes This section will discuss using and tracking the Invoice Codes you added during the eDirectGlass Administration set up These codes will help you keep track of your outstanding Invoices and their Status 4 6 2 1 Applying Invoice Codes The Vehicle tab is the screen where you will update the Invoice Code for this particular Invoice Just select the appropriate Invoice Code from the drop down list and click on the button 2007 AMJ Logistics Inc Quotes
150. the button the Assignment will immediately be converted to a Repair Order and you will be taken directly into the Repair Order work area where you can build a parts list from OEM or NAGS listed parts When you click on the button the Assignment will be saved as a Repair Order where you can work on it at a later time from the Repair Order feature Reject Assignment If for some reason you do not want the Assignment you can click on the button After you click the button the Reject Reason alert box will appear You must enter a reason as to why you are rejecting the Assignment After you have entered a reason click on the button and the claim will be rejected If you DO NOT want to reject the assignment simply click on the button Please enter the reason for rejecting this Assignme nt iln El Reject Reason Alert Box NOTE This information will not be sent back to the issuing party this is information will only be saved in the eDirectGlass database You will need to contact the issuing party TPA Insurance Company etc to reject this job with them Show O amp A Rules While you are reviewing the Assignment record if you want to see what Offer and Acceptance rules apply to the Assignment you can click on the LS button and the O amp A Parameters if any will display in the Work Area When you are finished reviewing the rules click on button 20075 AMJ Logistics Inc 57
151. tly to the claims record Documents such as customer signed work orders parts purchase orders and network paper authorization can become a permanent part of the electronic claim You can import the images directly from your scanner or other TWAIN device or attach image files that have been saved on your computer already NOTE Please make sure you follow all of the set up items under Section 1 Getting Started of this manual before you use this function for the first time Add Attachment 1 Click on the ESSE button on the Menu Bar 2 Select the appropriate Sub Menu button Lotes Work Orders Invoicing to find the record you need 3 Search and find the appropriate record and double click on the line 4 Once the record is open the and the buttons will be displayed in the Sub Menu 5 Click on the button and the Image Attachment screen will open in another browser window 2007 AMJ Logistics Inc Quotes amp Invoicing 92 Image Attachment Less Ces TWAIN J tach image J eee cose Te Title Dasenptien Description Image Right click for more tools and info Use Ctrl and Shift to zoom Image Attachment Window 4 4 5 1 1 Attach Saved Image 1 Toattach a file that has been previously saved on your computer click on the button This will bring up the image find open window in the Work Area Locate the folder where the image was saved highlight the image and then cli
152. to reduce the customer s portion of an Invoice either by applying a discount to the deductible or by applying a promotional amount you will enter either of those amounts in the following manner 1 Open the Quote Repair Order or Invoice you will be applying the discount to click on the tab to display the Vehicle and Line Item information in the Work Area ROH 33972524 VIN JTHBF30G130113955 Becoded M Licansa 58 invoice Coda History Mileage save Undo Windshield Solar Coated Wndshisid GEM leach 817 40 9 10 5899 14 v Windshield Labor 34hrs 4500 v base 5253 00 v ce 20 Fost Cure ve 0 00 IZ Adhesive nn Denver teach 548 00 F fiat 530 00 Moulding teach 32 88 32 86 v Sub Total 1 215 00 Tax 545 82 Apply Cash Discount Total Charges 1 260 82 Deductibie Disc 0 00 Deductible 5250 00 Total 1 01 Vehicle Tab 2 Inthe Deductible Disc box enter in the amount by which you wish to reduce the customer s invoice lt 2007 gt AMJ Logistics Inc Quotes amp Invoicing 82 ROS 33272524 2003 vm JTHBF30G130113965 mebcoded ww Lexus E5 300 E z PG Nu Door Sedan ro Sinis nveice Code History Visage adve Windshield Solar Coated Vimdahield GBH teach 817 40 v 10 5899 14 v Vimdshield Labor 34hrs 545 00 w bass 253 00 v 20 Fast Cure nn Adhesive rahana Prime teach 4800 F flat 530 00 F leach 3288 32 88 v Sub Total 1 215 00 Tax 54
153. u After you click either button a blank New Other Contact Record window will display in the Work Area New Other Contact Record Enter all of the contact information Commercial Records require the Company Name Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record pole 2007 AMJ Logistics Inc 125 eDirectGlass Total Shop Management User Manual 1 1 7 1 1 Marketing This chapter provides instructions for working with the eDirectGlass Marketing module The Market module allows you to create and manage marketing campaigns Once marketing campaigns are established you can use them when creating new quotes so that you can track the return for each marketing campaign your company is participating in such as Yellow Pages Radio TV etc Clicking on the HEME button on the Menu Bar displays the following Sub Menu Marketing Owner Marketing Agent Marketing Fleetins Marketing Marketing Reports Marketing Sub Menu The Marketing module is very easy to implement and use After you have created the necessary Marketing Campaigns you can begin tracking your Marketing efforts In a Quote Repair Order or Invoice all you have to do is click on the button in the Task Menu as you are working in a claim In the Owner box click on the drop down box n
154. u must verify your shop information If you fail to complete the Administration review and setup you may jeopardize your ability to create manage and submit invoices 2 1 Shop Administration 1 2 3 8 From the eDirectGlass Main Screen click on the Administration button On the Administration Sub Menu click on the system Admin button In the Shop Detail window make sure that your company contact information email address account amp warehouse information and labor rate are correct You must enter an email address in order to process orders with VANFAX You must enter your per hour labor rate Enter in your Starting Invoice You will not be able to restart this number once you enter a Starting Invoice you can move it forward but cannot go back If you wish to track your inventory in eDirectGlass change the radio button selection to Yes If the My Work Prompt is set as Yes the system will ask you each time you leave a record whether you wish to add that record to your My Work list If the My Work Prompt is set as No each record will automatically be added to your My Work list when you leave that record If you plan on allowing a deductible promotional discount to be applied to the owner s portion of the invoice you must fill out the maximum amount of a discount that you will allow your employees to give to a customer in the Peductble Discount Wax field and the text you wish to appear on the customer s deductible invoice
155. uld not enter anything into this field a Hourly Based Schedule allows you to schedule your jobs based on the actual time it would take to complete the job including driving time The schedule screens for Hourly Based Scheduling are divided into 15 minute increments b AM PM Based Schedule takes the total of the Daily Job Capacity you have entered for all of your technicians divides that number by two and gives you that number of AM slots and that number of PM slots e g you have 4 Technicians each capable of doing 5 jobs a day giving you a total Daily Job Capacity of 20 the system will list 10 AM and 10 PM jobs for each day When you have scheduled all of the available slots the system will alert you that you can no longer take jobs for that day NOTE Once you determine which Schedule Type you will be using you should avoid switching back to the other type to avoid scheduling conflicts and lost jobs Start tna g AM w Monday v Tuesday Viednesday Thursday Friday End time amp PM w FI Saturday a Sunday Cl Do net allow Assignment pres chedulmg Schedule Type Hourly Based Schedule C AMPM Based Schedule Total Shop Capacity 45 Shop Detail Hours and Days of Operation 10 The final Shop Detail configuration is information you wish to have printed at the bottom of your ROs and Invoices Enter the text you wish to appear on all of your print outs in the appropriate section IF YOU ARE USING PRE PRINTED APPLE INVOI
156. upted or if you want to finish the message later click on the EL End Message Later button and the message will be moved to the Outbox where you can work with it at a later time If you do not want to send the message at all click on the button Inbox The Inbox contains all of your received messages To review a message simply click on the message line item The message will display in the Work Area below the Inbox Message List 20075 AMJ Logistics Inc Message Center 108 9 4 63581316 Patricia Hatteras TOA 2 2002 8 24 00 AM 57262457 Vian Britton 10 17 2002 7 43 00 M 6B 37 37 AZ T6 Paul Turner 10272002 10 29 00 AM 655557 Tom Rogers 10 29 2002 10 46 00 AM 654897 han Avetulitch 1160002 3 17 00 PM 982720897 Moria Marcus 11 5 2002 52300 AM 3211456 John Wayne 3402003 1 12 00 PM stabeswsde Mutual RE Request Info 05 045644 Marin Bullock TOA 0 2002 2 44 00 PM Statewide Mutual 382046977 Donald Barretta 1042 2002 5 33 00 AM From Stalewide Mutual Sert 102 2002 5 33 00 AM Subject Request Info Customer is n vacation Please schedule rental car if necessary Reply with the rental car vendor s infa and wall set up a direct bill I Inbox Message List and Message Review You can either Reply to this message now or simply continue to work elsewhere in eDirectGlass When a claim is archived in eDirectGlass the message s pertaining to that claim will disappear from the
157. urance Ne insurance MANITOBA PUBLIC PIS CORP U HAUL COMPANY OF CDS HG HS CO OF CANADA BELRON No insurance Ho nsurance No ngurance HG SCO OF CANADA BELRON STATE FARM INSURANCE HG NHS CO OF CANADA BELRON Ho insurance PG FiS CO OF CANADA BELRON Ho insurance Select the invoice for QuickBooks then press the Submit to OB button 118 70 5847 03 5108 00 5759 18 5545 76 5703 72 1 118 17 5928 73 5960 15 496 76 5708 97 325 00 2280 51 071 78 5872 08 842 14 3792 18 5538 22 51 179 09 4 75 144 3 Select the invoice you wish to export one at a time then click on the L_submitto GE button to send the invoice to QuickBooks Payments for QB You may send export Payments Adjustments and or Credit Memos entered into eDirectGlass down to QuickBooks 1 Click on the button to display the QuickBooks Payments screen in the Work Area Date anar nasurance Year Phone Clam Ho Model Wii I Payments O Acustments C Credits 2 Click on the button to display a list of Payments Adjustments or Credits to be exported to QuickBooks lt 2007 gt AMJ Logistics Inc 145 eDirectGlass Total Shop Management User Manual Fihr en zum ag Pardo Pat i praia RER E mi e Select the payment for QuickBooks then press the Submit to QB button 3 Select the Payment Adjustment or Credit you wish to export to QuickBooks then click on the Submit to GB button to send i
158. v View Attachment My Work Q Customer Cash On Copyright amp 2001 2008 AMJ Logistics USA amp CANADA PATENT PENDING Legal Notices Privacy Statement Quotes amp Invoicing Most of your time will be spent in the Quotes amp Invoicing area of eDirectGlass The Sub Menu is made up of 6 buttons each with a specific task related to the process Quotes amp Invoicing New Assignments Quick Quote Quotes Work Orders scheduling Invoicing Quotes and Invoicing Sub Menu Mew Assignments Allows you to review new assignments that have been delivered to your account from Networks Insurance companies and TPAs lt 2007 gt AMJ Logistics Inc eDirectGlass Basics 50 Quick Quote Allows you to lookup any vehicle and its glass components for review or instant quoting otez Allows you to enter new quotes or manage existing quotes Work Orders Allows you to manage and schedule quotes that have been converted to Work Orders Scheduling Allows you to manage your shop and technicians production schedule Invoicing Allows you to create new invoices or manage repair orders that have been converted to an invoice Also contains the functionality to submit work to your business partners electronically or manually 3 1 2 Message Center The Message Center allows you to communicate directly the details of a claim with your business partners This feature is similar to Instant
159. voices to ensure they are formatted correctly This process allows the work and payment process to be greatly accelerated eDirectGlass M can work with non electronic vendors When you submit invoices to eDirectGlass TM you can mark non electronic vendors and we ll make sure it gets to the right place You will receive electronic notification that the vendor has received the invoice from eDirectGlass TM AND MORE eDirectGlass M is built on proven technology and is easy to use Everything you will need to know about configuring and using eDirectGlass is in this guide This manual will help you better understand the features and benefits of eDirectGlass lt will explain how to correctly setup eDirectGlass create and work with jobs and assignments and communicate with your business partners This manual should answer any questions you may have and explain in detail all of the capabilities features and benefits of the software System Requirements This section discusses the hardware and software components your computer needs in order to run eDirectGlass The components described are the minimum items necessary eDirectGlass may run more efficiently with a faster processor more memory and a broadband Internet connection Hardware Requirements e Pentium 3 or equivalent Processor e 256MB of RAM or greater e Free Disk Space You should always have 200MB of Free Disk Space for your computer to run smoothly eDirectGlass does not requi
160. window Click on the button in this browser window The print dialogue box will appear Click on the Print button to send the report to the printer you have selected When you have finished click on the button ho Arabat Into Cum Pre iu Dibia cn BRP Gri Laert 4 on ETA Page Range i M CR FP Enter mths a Ere page number ci A pre page ange For example 512 Print Dialogue Box lt 2007 gt AMJ Logistics Inc Accounting 136 6 1 8 2 Accounting eDirectGlass has a complete Accounts Receivable module that allows you to manage the billing process When you click on the SEES nm button on the Menu Bar the Accounting Sub Menu is displayed Accounting Adjustments Credits Payments for QB Inventory Parts OrderfLookup Order Management Accounting Sub Menu Accounting Overview When you submit Invoices in eDirectGlass you can manage the receivables process using the Accounting module In this module you can post payments adjust invoices and manage collections using accounting reports eDirectGlass does not contain any other accounting module such as Accounts Payable Payroll etc We recommend many different accounting packages for complete accounting such as QuickBooks Peachtree or MYOB Post Payment To post a payment to an Invoice click on the Post Payment button and the Post Payment window is displayed in the Work Area Find Invoice
161. ystem focused around the claim Everything from inquires to exception requests can be made using this module Clicking on the BLESSE button on the Menu Bar displays the following Sub Menu Message Center Check Messages Create Message Inbox Outbox sent tems Trash Message Center Sub Menu Check Messages eDirectGlass automatically checks for new Messages every 10 minutes and will notify you if new mail arrives A New Messages text will appear under your login name in the upper right hand corner of the screen when you have New Messages At any time you can click on the button to check for and review new messages Ch im statewide Mutual RERequest Info 3211456 John Wayne A 20 2003 1 12 00 PM Check Messages Window To review a new message click on the message line and the message will open in the Work Area From Simewide Mutual Sent 3502003 1 12 00 FM Subject RE Request nio Clam XH 1455 John Wire The information i amp correct and the deductible is 100 CR Die Review New Message Window You can either Reply to this message now or simply continue to work elsewhere in eDirectGlass Once a new message has been reviewed it is automatically moved to the Inbox Create Message You may only create a message for an assignment that came down to your shop through eDirectGlass from an Insurance Company Fleet Company or TPA using eDirectGlass To create a new message you have two options The first option requ

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