Using the BOM Clipboard Manager for faster quoting and ordering
The Clipboard Manager is an easy way to create fast quotes or orders for your most popular items and / or for customers that reorder items on a regular basis. It will also help to create a standardization in your organization.
In this video we will review uses for the Clipboard Manager and explain how to use it. As with everything in e-manage|ONE we recommend you try it and think of ways you could use it in other ways than show in this video. As well it is another tool to save you time, money and make doing business with you easier for your customer, vendors and your team.
We also recommend all our videos as a group so you can discuss amongst yourselves and leverage the creativity of your team.
Related Videos
Custom Terms & Conditions
The following video will show you how to create custom Terms & Conditions for your quotes. You can create as many custom Terms & Conditions as you would like. Your T&C's can be set as a company default so that is prints with every quote
e-manage BOM / Quotes – Delete Proof
The Clipboard Manager also keep a 30 day history of any items deleted in the Bill of Materials
Using The BOM Clipboard Manager
The Clipboard Manager is an easy way to create fast quotes or orders for your most popular items and / or for customers that reorder items on a regular basis.
Using and Creating AutoParts
Create accurate quotes and automate your estimates with e-manageONE AutoParts.
Requesting A New Partner Account Number from Haworth
This video shows users how request a new partner from Haworth Lynx, then add the new partner to e-manage | ONE for use on orders.
Associated Parts and Using for COM Fabric Orders
The following video will show you how to use Associated Parts and what they can do to help automate your estimating and help to reduce margin erosion.
Haworth Web Services Setup
This video demonstrates how to setup the Haworth Web Services within e-manage |ONE
Copy and Paste Functionality for the Bill of Materials
This is a short Functionality video detailing our newly redesigned copy and paste functionality for the Bill of Materials module of e-manage | ONE.
New Functionality – BOM Item Repository
The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time.
Canvas to e-manage ONE to Lynx usage
A short video demonstrating how to use Canvas XML Export into a BOM in e-manage | ONE, creating a quote, XML to Haworth Lynx, and applying the pricing back.
How to add a Haworth SPA (Special Pricing Agreement) to e-manage ONE
This is a short video on how to add a Haworth SPA (Special Pricing Agreement) to e-manage ONE
Direct Bill Projects
For GSA and Direct Bill Jobs, we have added new functionality to automate this process as much as possible.
BOM Item Repository
The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time. Any one that has the application right to “Create and Price Bill of Materials” can now take any items from any BOM, right click on the highlighted items and add them to the repository.
Enhanced BOM Copy & Paste Functionality
Along with what was already possible (the copying and pasting of Options / Phases / and BOM’s), users can now copy items directly from the BOM Item listing...