Date post: | 14-Dec-2015 |
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eHarbor
Quick Start Guide
Website Access
Dealer Access:www.woodharbor.comDealers/eHarbor Login
Dealer CodeE-mail addressPassword(User must be set up first)Each user needs a unique log-on
Enter Quote…
Quote Search Screen
A
B C
A. Search for existing quotes (refresh)B. Begin a new quoteC. View Templates (saved style lines created by dealership/salesperson
Quote Maintenance (entry)
B D C
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B. Begin a new quoteC. View Templates (saved style lines)D. Return to Quote Search screen (remember to click SEARCH to refresh screen)
1. Select “Cabinets” or “Doors” (future)2. Add Template (Style Line) - Saved style line templates are added to the order
from this selection. Using a saved template bypasses style line entry.
Quote Maintenance (Style Line entry)
B D C
*
B. Begin a new quoteC. View Templates (saved style lines)D. Return to Quote Search screen (remember to
click SEARCH to refresh screen)
Enter cabinet “global”/style line
* Indicates mandatory selectionAutomatically advances through all mandatoryselections
Quote Maintenance(Grid Screen/Order Entry)
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5 6 7 8a 8b
9a 9b 10 11
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1. Add another style line2. Add another style line (using saved template)3. Style line summary – modify by clicking “SELECT”4. Item = Style Line number, Select = Choose Style Line to work with, Lines =
configuring represents selected style line5. Quantity of item required6. Product Number = code (magnifying glass pulls up Search window)7. Handing (R, L, B, N)
Quote Maintenance(Grid Screen/Order Entry – cont.)
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5 6 7 8a 8b
9a 9b 10 11
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8. Finished Ends (P = Premium, F = Finished)9. Mods & Accessories/Configure – link takes user directly to mods (individual
item); check box reminds system to run checked cabinets through mods in order prior to completion (group)
10.Price – dealer net price including all upcharges11.Remove – check items to remove and click “UPDATE”12.Update – process currently entered grid information13.Finish – takes user to Quote Maintenance/Review
Quote Maintenance (Mods & Accessories - Configuration)
B D C *
Select modification “frame” (group), enter mods as desired. Note: “Frequently Used Modifications”
Quote Maintenance (Review)
1 2 3
4 5
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8 9 10
Mandatory entry
1. Reconfigure – modify style line information already selected2. Add Products – add additional items to this style line (returns to Grid/Entry)3. Resequence Products – changes order/item numbering4. Remove – removes selected (checked) item(s)5. Copy – copies selected (checked) item(s)6. Reconfigure – modify cabinet item
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Quote Maintenance (Review)
1 2 3
4 5
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8 9 10
Mandatory entry
7. Qty – quantity of item ordered8. Cancel Quote – cancels quote being entered9. Copy Quote – copies quote to a new number (access copied quote by selecting
View Quotes/Search and click on quote #10. Convert Quote – Begins conversion process to make Quote into Sales Order11. Add new Style Line
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