This section guides you through the setup of Teknion Web Services within e-manage|ONE, allowing you to efficiently manage pricing contracts, orders, and vendor contacts.
Setup Instructions:
Activate Teknion in Vendor Web Service Settings:
Navigate to Web Services > Vendor Web Service Settings.
In the Vendor field, select Teknion.
Enter your company name in the Name field and your Dealer # in the Code field.
Click Save.
...
Set Up Accounts:
Highlight Accounts in the middle section.
Click New and enter your Dealer name in the Name field and Dealer # in the Code field.
Click Save.
...
Configure Contracts:
Highlight Contract Types in the middle section.
Click New and enter the contract name in the Name field.
Type the SQ # in the Code field and set the Expiration Date.
Click Save.
Repeat this step for all other pricing contracts.
...
Set Up Bill Types:
Highlight Bill Types in the middle section.
Enter your Dealer name in the Name field and Dealer # in the Code field.
Click Save.
...
Add Dealer Order Contacts:
To populate "Dealer Order Contacts," open the contact record within e-manage|ONE.
Select Add to List of OFDA Delivery Contacts and click Save. See here for more information: OFDA Contact Settings
...