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Setup Accounts (Repeat this step for any Accounts you need to Setup)
Under "Accounts," click "New" to add:
Name: Enter your Account Name such as your Ship To Location, Bill To Account Name, Etc.
Code: Enter your Account Number
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Set Up Contract Types:
a. Under "Accounts," click "New" to add:
b. Name: Enter Contract Name
c. Code: CDA #
Set Up Transaction Codes:
Under "Transaction Codes," click "New" to add:
Name: Change / Code: Change
Name: New / Code: New
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Define Order Types:
a. Within "Order Types," select "New" and establish:
b. Name: Completion / Code: Completion
c. Name: Regular / Code: Regular
d. Name: Corrections / Code: Corrections
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Establish Bill Types:
a. Under "Bill Types," click "New" to create
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b. Name: Direct / Code: Direct
c. Name: Dealer / Code: Dealer
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Dealer Order Contacts
Enter Dealer Order Contact Information:
a. If applicable, input the name and details of the dealer order contact as required. See here for Dealer Contact info: OFDA Contact Settings
Completing both the initial setup and the advanced configuration steps ensures that your e-manage|ONE system is fully prepared to handle the complexities of working with Kimball / National Web Services. This comprehensive setup allows for efficient order processing, acknowledgement downloading, and automated document retrieval, streamlining your business operations with Kimball / National.
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