Latest News

What to Expect in Next e-manage|ONE Update

• Newly Remodeled Commissions Module to Include UI Enhancements to Display by Order
• Updated Zip Codes / Postal Codes & Tax Rates (To Include Canada)
• Labor Cost Accurately Applying in Commissions Module
• Teknion Order SIF and XML Acknowledgement Processing

Holiday Schedule

2019 HOLIDAY HOURS & CLOSURES

DATE	HOLIDAY	HOURS OF OPERATION
April 19	Good Friday	10 AM – 5:30 PM EST
May 20	Victoria Day	10 AM – 2 PM EST
May 27	Memorial Day	12 PM – 7 PM EST
July 1	Canada Day	10 AM – 2 PM EST
July 4	Independence Day	12 PM – 7 PM EST
September 2	Labor Day	CLOSED
November 11	Veterans / Remembrance Day	CLOSED
November 28	Thanksgiving Day	12 PM – 7 PM EST
November 29	Thanksgiving Holiday	12 PM – 7 PM EST
December 24	Christmas Eve	12 PM – 7 PM EST
December 25	Christmas Day	CLOSED
December 26	Boxing Day	10 AM – 3 PM EST
December 31	New Year’s Eve	12 PM – 7 PM EST

*NORMAL BUSINESS HOURS: 10 AM – 7 PM (EST)

Tips and Tricks

Day Planner

Day Planner items are lists of important information that you want right in front of you or your team.

Examples of Day Planner items are shown below:

• List of Booked Projects This Week
• Projects Lost This Week
• Variance between Purchase Orders & Acknowledgements
• Sales Year to Date by Sales Person and / or Market
• Open Punch Lists / Corrective Actions
• Projects Installed and Not Yet Invoiced
• Product Shipped Today
• Close Ratio By Sales Person or Customer

These items are date specific information that you or a group of people need to know today, this week, or last week.  It is broken out by profiles, which are like departments within a company such as sales, design, accounting, etc.  In these profiles, you have a group of people which you can set up the day planner items to be visible to them which are related to their department.  You can also create day planner profiles that are specific to people.  For example, Sales Managers may have day planner items as a salesperson, but will also see things that are more management driven.

You can apply predefined day planner items or create your own custom items with the e-manage|ONE day planner configurator.

If you have not set up the Day Planner for your users, click the link below for a video on how to set it up today and start taking advantage of the important information in this feature.
https://emanageone.com/e-manageone-day-planner-how-to/

Best Practices

Vendor Ref’s

What:

A vendor ref (sometimes referred to as an Enterprise Code) is a three-digit code that represents the vendor/manufacturer. These codes are primarily indicated in specifying software such as Project Spec, 20/20, CET, and AutoCAD.

What They Effect:

Vendor refs effect several features throughout E-Manage, including but not limited to:

• Web Services – A vendor ref is required on ALL lines for a quote or order to go through web services. This is both because EMO decides which lines to send based on vendor ref, and because the manufacturers require vendor refs on their end as well.
• Direct Bills – For direct bills, EMO decides which product belongs to which manufacturer based on the Vendor Ref. If this field is left blank, the vendor will not show up in the Direct Bill Vendor drop down on the Quote Print pop up.

• MFG Codes – To create an MFG code, a vendor ref must be assigned. If a vendor ref for the specific vendor doesn’t exist in your database yet, that will need to be added before the MFG code.