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Follow these steps to activate and configure the OFS Web Service for your division in e-manage|ONE. Each step is accompanied by a screenshot for your reference.
Login to the Administrator Application
Open the Administrator Application.
Enter your credentials to log in.
Activate OFS Web Service for Your Division
In the Administrator Application, highlight the Division for which you want to activate the OFS Web Service.
Enter your OFS Dealer Number, OFS User Login, and OFS Password in the respective fields.
Access Vendor Web Service Settings
Switch to the regular e-manage|ONE application.
Navigate to the 'Web Services' menu on the top toolbar.
Click on 'Vendor Web Service Settings'.
Configure OFS Vendor Record
Select your Division.
Choose your OFS Vendor Record from the dropdown menu.
Enter "OFS" in both the 'Vendor Name' and 'Code' fields.
Re-enter the login and password from Step 2.
Select "OFS" from the 'MFG' dropdown menu.
Click 'Save'.
Set Up Accounts
Highlight 'Accounts' in the middle section.
In the lower section, enter your Office name in the 'Office' field and your Dealer Number in the 'Code' field.
Click 'Save'.
Define Order Types
Highlight 'Order Types' in the middle section.
In the lower section, type "New" in both the 'Name' and 'Code' fields.
Click 'Save'.
Establish Bill Types
Highlight 'Bill Types' in the middle section.
In the lower section, type "Dealer" in the 'Name' field and "Dealer" in the 'Code' field. Click 'Save'.
Repeat the process, but add "Direct" in both the 'Name' and 'Code' fields. Click 'Save'.
Input Dealer Order Contacts
Highlight 'Dealer Order Contacts' in the middle section.
In the lower section, enter your Dealer Order Contact's First and Last Name in the 'Name' field.
Click 'Save'.
