Account Receivables
This will show your account balance and detailed invoicing (with aging) as it is currently reflected in Company Name A/R file. You can print out the statement by clicking the Print Doc button...

To view and print individual invoices from this screen, click on the individual number listed in the Doc No column. Clicking on the number will bring up a complete invoice, which includes shipping information, items ordered, and a complete break down of the cost. This invoice is printable by clicking the Print Doc button.

Document Status
This screen allows you to get detailed listings of different Documents in the system. Each listing can be sorted by document number, date, or purchase order. There are six areas to enter information, and the combination of choices you make will determine the information shown and how it is listed. The choices are No Doc, Doc Type, Start Date, End Date, Sort By and Sort Direction.

1. The first choice is No Doc, where you can specify the number of the document to be displayed. Leave this option blank if you want to search for a range of documents.

2. The second choice is Doc Type, and your choices are Remote POs, Orders, Invoices, RMAs, and Credits.

Remote POs - Purchase Orders placed through the Enspire eClient system.

Order - Is a request for parts that is in our system, but has not been Invoiced yet.

Invoices - Shows your parts after they have been shipped out.

By clicking on the Doc No in the first column a printer friendly version of the invoice will be called up. The document will include shipping information, items ordered, and a breakdown of the cost. To print click the Print Doc button.

RMAs - An RMA is an approved material return where we have not yet received merchandise.

Credits - By choosing Credits you get a list of credit memos.

3. and 4. The third and fourth choices allow you to specify a range of dates. Only documents created between these dates will be included in the list.

5. The fifth choice is Sort By, and your choices are Doc No, Doc Date, and Purchase Order. This will determine how your information will be listed.

6. The sixth choice is Sort Direction, and the two choices are ascending and descending. Descending lists the most recent order first and ascending is the opposite.

Item Inquiry
Is the way to search our database for parts. You get a description of the part, our regular dealer price, suggested retail price, and quantity available at the moment.

If you know the item number enter in the Item No# field and click the Continue button - represented with a check mark -, and that will pull up all the information on that part.

If you do not know the item number there is an easy way to find the part number.

First in the in field section you choose the criteria to search under. You can choose from item number, description, your part #, and interchange (new & old manufacturer's number). Then enter the appropriate information in search field, and click the Search button. For numbers you can enter whole or partial number in search field. When entering a manufacturer's number be sure to remove all spaces and dashes. After the Search button is hit the database will be scanned and show all the items that fall in the search parameters. Click on the number of the part you want and it will appear in the item number field, and then click the Show Item button to get all the part information.

Manual Order Entry
This is how you create, edit, or delete an order in Enspire eClient. First click the Manual Order Entry button and a screen will come up that will allow you to either create a new order or edit an unfinalized order. If it is a new order click the Add radio button, enter your Purchase Order number, and then hit the Continue button. The other radio buttons involve making changes to existing orders. Edit is for changing an existing order, Delete will remove it, and Reprint will allow you to make a printout. With any of those choices enter the Purchase Order Number and hit the Continue button. If you don't know the number hit Search and it will display all of your unfinalized orders. Click on the number and it will appear in the Purchase Order # screen, and then click the Continue button.

The next screen that will appear will be billing and shipping information. The left side will show the billing information. The right side will show where it is being shipped to. Whether its to the same address, a different address, or direct to one of your customers. There is pull down screen that will let you choose who its being shipped to. Choose "one time" to enter the shipping information to one of your customers. There is also a line for special instructions, this is for any shipping or carrier instructions. A pull down for department if that is applicable. After you fill that out click the Continue button.

The next screen is where you enter the order. First enter the Item Number and the quantity, click the Add button, and it will appear in the order.

If you do not know the item number there is an easy way to find the number.

First in the in field section you choose the criteria to search under. You can choose from item number, description, your part #, and interchange (new & old manufacturer's number). Then enter the appropriate information in search field, and click the Search button. For numbers you can enter whole or partial number in search field. After the Search button is hit the database will be scanned and show all the items that fall within the parameters. Click on the number of the part number and it will appear in the item number field, and then enter the quantity and then click the Add button.

Once an item is in the order there are several things you can do. If you click on the item number a screen will come up with a description, price, suggested retail price, availability, and quantity available. If you check the Delete option and click on the update button, it will delete the item from the order. The Preview button will give a printable copy of the order, and if you have the proper rights, the Authorize button will send it in to us. If you don't have rights to authorize orders, you can click on the Request button in order to send an email to the appropriate person inside your company, requesting the approval of your order.

You also have the option of creating "Templates" in order to save time the next time you are entering an order. You can Load, Save and Delete templates using the corresponding Drop Down List. Just enter the template name, select the action to perform and then click on the Continue button. You can create as many templates as you require.

Authorize-Remove Orders
Choosing this will bring up up list of all orders that are not authorized. It will list your customer number, Purchase Order number, Release number, and the date it was created. For each order you can select an action to perform: "None", "Authorize" and "Remove". Select an action for each one of the orders (clicking on the "Select" buttons on the header will set that specific action to all the purchase orders being displayed) and then click the "Continue" Button.

You can also display or edit any of the the purchase orders by clicking on the buttons located in the right column.

Browse Catalog
Choosing this option will display the products catalog by category, allowing you to select items and add them to your shopping basket. Once you finish adding items to your shopping basket, you can create a Purchase Order to be processed and shipped.

Categories are displayed on the left-hand side of the screen. Click on any of the categories and wait for subcategories and/or items to be displayed. You can also search for items using the corresponding text box. If you need to perform a more detailed search, click on the "Advanced Search" option.

If any subcategories are displayed, you can click on them in order to keep drilling down. If any items are displayed you can directly add them to your shopping basket by changing the quantity to order and clicking on the "Add to Cart" option. If you need more information about a specific item, click on the Item's number.

Shopping Basket
Choosing this option will show you the items that you have added to your shopping cart. Items in your shopping basket will not be removed from it, even if you terminate your session.

If you wish to change the quantity ordered for any of the items, just do so in the appropriate text box and click on the update button. If you wish to remove any of the items from your shopping basket, check the appropriate box and click on the update button. If you decide to keep browsing the catalog, please click on the "continue shopping" button.

Once you decide that you want to place an order, just fill out the PO and Rel# fields and click on the "Checkout" button. The next screen will ask you to provide the shipping information and to confirm the order. Follow the instructions on screen in order to authorize your order for processing.

Purchase Reports
The Purchase Reports option allows you to generate different types of reports based on your purchase history. You can select to display the report as a table, a 2D graph or a 3D graph. Select the Year and type of report and then click on the "Continue" button. Once the report is displayed you can print it by clicking on the "Send to Printer" button.

User Info
This will allow you to enter an email address. When an order confirmation is sent out it will be sent to the email address you enter here.

Log Out
This will allow you to exit the system. It is important that you click on this option before closing Internet Explorer in order to terminate your session.