Partner Settings

If the system displays the Partner Settings icon on the tile containing the selected vendor partner's name, then you can access the Partner Settings page for the selected vendor partner.

The Partner Settings page displays setup options specific to the selected vendor partner. The following vendor partners (listed alphabetically) have partner settings:

Canon

Using Canon's Partner Settings page, you can use Item Ignore Date to assist with managing the New items listed on the Supplies, Equipment, and Parts tiles from Canon. You can also specify an Auto update setting to have the system automatically sync Pricing Updates (or Item Updates and Pricing Updates) received from Canon with your business software system.

Using the Item Ignore Date

If you have permission to "Manage Partner Settings", you can change the Item Ignore Date to process an item sync using the cutoff date you specify for showing new items received from Canon.

To move New items listed on the Supplies, Equipment, and Parts tiles to the appropriate Ignored items tables based on the Item ignore date feature, do the following:

Click the Partner Settings icon in the Partner tile on the Dealer Gateway home page. The Partner Settings page displays.
In the Item ignore date field, enter in MM/DD/YYYY format the date prior to which you want the system to exclude items received from Canon or use the calendar that is displayed when you click in the field to select a date.
Note: If you have already processed Background Item Matching for Canon and clicked the [Ignore Remaining Items...] button to remove the remaining items for this vendor partner to the Ignored items tables on the Supplies List, Equipment List, and Parts List pages as appropriate based on the type of each item, then make no change to this date if you want the system to include only new items received from Canon since you last processed Background Item Matching for this vendor.
Note: Although the system displays only the date, the system also stores the time Background Item Matching was last processed so that the system will pick up any new items received from Canon since the last processing—including items received later in the day the last time Background Item Matching was last processed.
When you change the date, the system displays this message:

Wait until this message is no longer displayed.
Click the Home icon to return to the home page. If any items were ignored based on the date selected, the system displays an Ignore Remaining Items tile on the home page.

To move all remaining items prior to the specified Item ignore date for this vendor partner to the Ignored items tables on the Supplies List, Equipment List, and Parts List pages as appropriate based on the type of each item, click this tile.
When you click the icon, the system moves the remaining items to the appropriate Ignored items tables and displays the message:

Wait until this message is no longer displayed.
When this process completes, the system sets the New counts on the Supplies, Equipment, and Parts tiles to zero (0) and removes the Ignore Remaining Items tile from the home page. You can then monitor changes in the New counts on the Supplies, Equipment, and Parts tiles to see when you have received new items from this vendor to sync with your business software database.
Note: If you need to undo the Ignore action for any item, see the Viewing All Items > Accessing and Editing the Status of Ignored Items sections of the Supplies Tile, Equipment Tile, Parts Tile topics.
Note: This process moves New items only; the Item Updates and Pricing Updates counts on the Supplies, Equipment, and Parts tiles are not changed by this process.

Using Auto Update

By default, the system does not automatically sync Item Updates or Pricing Updates received from Canon with your business software system. If you have permission to "Manage Partner Settings", you can specify an Auto update setting to have the system automatically sync Pricing Updates (or Item Updates and Pricing Updates) received from Canon with your business software system.

To change the Auto update setting, do the following:

Click the Partner Settings icon in the Partner tile on the Dealer Gateway home page. The Partner Settings page displays.
In the Items section, set Auto update to one of the following options:

No auto update: Select this option if you do not want the system to automatically update your business software data using Item Updates or Pricing Updates received from Canon.
Note: This option is the default setting.
Auto sync price changes only: Select this option if you want the system to automatically update your business software data using Pricing Updates received from Canon.
Auto sync item updates and price changes: Select this option if you want the system to automatically update your business software data using Item Updates and Pricing Updates received from Canon.

When you select an option, the system briefly displays "Saving auto update" below the list of radio buttons.
Dealer Gateway typically receives Item Updates and Pricing Updates from Canon on a nightly basis. If you select the Auto sync price changes only or the Auto sync item updates and price changes option, the system will perform the appropriate sync early each morning (allowing time to receive the updates from Canon). If the system is unable to sync an Item Update and/or Pricing Update, the system will move the Item Update and/or Pricing Update to the Pending Actions page for the appropriate item type (Supplies, Equipment, or Parts). For information on processing pending actions, see the Supplies Tile, Equipment Tile, and Parts Tile help topics.

Ricoh

Using Ricoh's Partner Settings page, you can use Item Ignore Date functionality to assist with managing the New items listed on the Supplies, Equipment, and Parts tiles from Ricoh. You can also specify an Auto update setting to have the system automatically sync Pricing Updates (or Item Updates and Pricing Updates) received from Ricoh with your business software system.

Using the Item Ignore Date

If you have permission to "Manage Partner Settings", you can change the Item Ignore Date to process an item sync using the cutoff date you specify for showing new items received from Ricoh.

To move New items listed on the Supplies, Equipment, and Parts tiles to the appropriate Ignored items tables based on the Item ignore date feature, do the following:

Click the Partner Settings icon in the Partner tile on the Dealer Gateway home page. The Partner Settings page displays.
In the Item ignore date field, enter in MM/DD/YYYY format the date prior to which you want the system to exclude items received from Ricoh or use the calendar that is displayed when you click in the field to select a date.
Note: If you have already processed Background Item Matching for Ricoh and clicked the [Ignore Remaining Items...] button to remove the remaining items for this vendor partner to the Ignored items tables on the Supplies List, Equipment List, and Parts List pages as appropriate based on the type of each item, then make no change to this date if you want the system to include only new items received from Ricoh since you last processed Background Item Matching for this vendor.
Note: Although the system displays only the date, the system also stores the time Background Item Matching was last processed so that the system will pick up any new items received from Ricoh since the last processing—including items received later in the day the last time Background Item Matching was last processed.
When you change the date, the system displays this message:

Wait until this message is no longer displayed.
Click the Home icon to return to the home page. If any items were ignored based on the date selected, the system displays an Ignore Remaining Items tile on the home page.

To move all remaining items prior to the specified Item ignore date for this vendor partner to the Ignored items tables on the Supplies List, Equipment List, and Parts List pages as appropriate based on the type of each item, click this tile.
When you click the icon, the system moves the remaining items to the appropriate Ignored items tables and displays the message:

Wait until this message is no longer displayed.
When this process completes, the system sets the New counts on the Supplies, Equipment, and Parts tiles to zero (0) and removes the Ignore Remaining Items tile from the home page. You can then monitor changes in the New counts on the Supplies, Equipment, and Parts tiles to see when you have received new items from this vendor to sync with your business software database.
Note: If you need to undo the Ignore action for any item, see the Viewing All Items > Accessing and Editing the Status of Ignored Items sections of the Supplies Tile, Equipment Tile, Parts Tile topics.
Note: This process moves New items only; the Item Updates and Pricing Updates counts on the Supplies, Equipment, and Parts tiles are not changed by this process.

Using Auto Update

By default, the system does not automatically sync Item Updates or Pricing Updates received from Ricoh with your business software system. If you have permission to "Manage Partner Settings", you can specify an Auto update setting to have the system automatically sync Pricing Updates (or Item Updates and Pricing Updates) received from Ricoh with your business software system.

To change the Auto update setting, do the following:

Click the Partner Settings icon in the Partner tile on the Dealer Gateway home page. The Partner Settings page displays.
In the Items section, set Auto update to one of the following options:

No auto update: Select this option if you do not want the system to automatically update your business software data using Item Updates or Pricing Updates received from Ricoh.
Note: This option is the default setting.
Auto sync price changes only: Select this option if you want the system to automatically update your business software data using Pricing Updates received from Ricoh.
Auto sync item updates and price changes: Select this option if you want the system to automatically update your business software data using Item Updates and Pricing Updates received from Ricoh.

When you select an option, the system briefly displays "Saving auto update" below the list of radio buttons.
Dealer Gateway typically receives Item Updates and Pricing Updates from Ricoh on a nightly basis. If you select the Auto sync price changes only or the Auto sync item updates and price changes option, the system will perform the appropriate sync early each morning (allowing time to receive the updates from Ricoh). If the system is unable to sync an Item Update and/or Pricing Update, the system will move the Item Update and/or Pricing Update to the Pending Actions page for the appropriate item type (Supplies, Equipment, or Parts). For information on processing pending actions, see the Supplies Tile, Equipment Tile, and Parts Tile help topics.

Sharp

Overview of Sharp's Sales Quote Generation Process

Using Sharp's Partner Settings page, you can set up Sharp's sales quote generation process to automatically create accounts receivable (A/R) and accounts payable (A/P) entries within your e-automate system.

If you use this process, Sharp’s monthly Cloud Portal Office (CPO) invoices will be delivered through ECi’s Business Communication Service (BCS) directly to your system, automatically creating a sales quote and sales order per customer on the A/R side as well as the purchase order on the A/P side for your CPO accounts.

To use this process you must be on e-automate Release 8.5 or later.

Below is an overview of the workflow for using Sharp's sales quote generation process with your e-automate software:

Setting Up Partner Settings for Sharp's Sales Quote Generation Process

To access the Partner Settings page and set up information for Sharp's sales quote generation process, do the following:

Click the Partner Settings icon in the Partner tile on the Dealer Gateway home page. The Partner Settings page displays.
In the Sales quote generation field, use the drop-down menu to select a sales quote type.
Quote: Generates a Sales Quote only in ERP.
Quote & Order: Generates a Sales Quote and Sales Order in ERP.
Quote, Order & PO: Generates a Sales Quote, Sales Order and Purchase Order in ERP.
Note: If you select Quote, Order & PO, a PO vendor field displays and you must specify a PO Vendor.
If the PO vendor field displays, use the drop-down menu to select the purchase order vendor affiliated with the partner.
Note: If you set Sales Quote Generation to Quote, Order & PO, a PO vendor field displays and you must specify a PO Vendor.
Click the Home icon to save your selections and return to the Dealer Gateway home page.

During the initial setup, complete these additional steps after entering Partner Settings for Sharp's sales quote generation process:

Update Customer Number in License Manager to match the customer number in your e-automate database.
Contact Sharp and request they "turn on" ECi delivery for your dealership.
Optionally, configure the e-agent task to automatically create end customer invoices.