Setting Up Integrating the Kimball / National Web Service To integrate the Kimball / National Web Service with e-manage|ONE , a few involves several crucial setup steps are necessary. These steps are designed to ensure that your system can effectively communicate effectively with Kimball / National, allowing for facilitating seamless order management and retrieval of order details retrieval. Follow the instructions outlined below to get startedproperly configure the service:
Division Account Number Configuration
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Navigate to Administrator Login > Configure Corporate Division.
Select the Division.
Enter your account number in the field labeled "Kimball Acct #".
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User Login Credentials
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Within the Administrator Login > User List, access each user's record who
wouldwill need to access Kimball / National Web Services
(double.
Double-click on the User from the User List or highlight and select Open).
Update the record with their Kimball/National portal login credentials. This step is crucial for enabling direct access and interactions with the Kimball / National system.
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Salesperson PIN Setup
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Go to Corporate Division > Drop Down List Setup > Salespeople.
Here, you will assign Assign a unique "Kimball Pin" to each salesperson. This PIN is essential for identifying and authenticating salespersons in transactions and communications with Kimball / National.
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By completing these initial setup steps, you ensure that prepare your team is ready to utilize the full range of features offered by the Kimball / National Web Service, from direct order uploads to automated document retrieval.
Advanced Configuration for Kimball / National Web Service
To fully leverage the Kimball / National web services for processing your orders and downloading acknowledgements directly in e-manage|ONE, additional configuration settings must be activated:
Access Vendor Web Service Settings
Navigate to the "Web Services" Menu.
Select "Vendor Web Service Settings" to access the configuration area.
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Select Division and Vendor
Choose Your Division and Vendor:
From the list of available options, select your division.
In the "Vendor" dropdown menu, choose "Kimball."
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Vendor Name and Code
Verify Name and Code:
Ensure the "Name" and "Code" fields accurately reflect Kimball / National's details, as shown in the provided screenshot.
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Select Applicable Manufacturer (MFG)
Manufacturer Selection:
Use the drop-down menu to select the relevant manufacturer for your orders. Ensure to save your selection.
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Configure Accounts, Transaction Codes, Order & Bill Types
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
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.