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ID922 - Related Items Overview & Sample

Keep your Related Items updated in eAuto per the manufacturer.

Overview | Sample | Alert Functionality | Variables | Best Practices & Tips

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Overview:

When your customer goes to order a toner online, if your related items are set up correctly, they should only see toners for their model. It can be difficult to maintain the related item list for existing models and getting new models added is even worse! There are also tricks like remembering that staples need to be related to the finisher and not the mainframe.

CEO Juice is working with Manufacturers to, not just maintain related items for existing models, but to also have the related items available before new models are released. You need to have the Item Records created in your eAuto database and then we can push in the relationships. If you create a new item, we will check and see if there is anything it needs to be related and email you when related.

We are starting this process with Ricoh but chase your manufacturer to get us the info please.

As of 9/26/19, we have all items for Ricoh for Models introduced by May 22nd. We are working with Ricoh ot have new models before they are launched.

 

We are also working on rules for configuring equipment. These are the rules a salesperson needs so they can only sell equipment that can be built (If you have this finisher you can not have this paper-deck etc), see this post for more info and feedback.  

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 Sample:

Shows the Host Item Record updated with Related Items and the Items set as Related:

ID922_Sample.PNG

 

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Alert Functionality:

 

Within any Sales Order, your Order Processors can ensure they only order items for the specific model/item to avoid wrong toners or staples, for example.

From the Item field on Sales Order, filter can be set:

 

F1.png

Filter by related items of selected equipment:

F2.png

List provided of only items listed on Related Items tab of Item Record associated with that equipment, then select any/all items for the order:

F3.png

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Step 1: we run through your Item Records providing you .csv file of all Related Items to be added based on manufacturer table we have

Step 2: you review that .csv file and let us know when/if you are ready for us to make those changes to your eAuto Item Records.

Step 3: we install our task that will update those Related Items from .csv file. Task will then run daily to pick up any new Item Records that meet the Related Items criteria/table.

We will add on Related Item tab of Item Record:

Related.PNG

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Variables

This alert has no variables

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Best Practices & Tips

To avoid issue with like Item Numbers, our process does require you have a Preferred Vendor listed AND the manufacturer OEM listed with the Preferred Vendor on any/all Item Records to be effected. This also means the Item Number on the Item Record (not the Item Vendor Record) does not have to be an exact match as many dealers have other brands using the same OEM number. For example, Ricoh/Savin/Lanier are now all the same manufacturer, but a dealer may only be Ricoh certified and also work on Savin & Lanier. See THIS LINK for our suggested Best Practice to accommodate this circumstance.

For example, both the Copier/Box Item Record and Waste Toner Bottle Item Record have Ricoh listed as the Preferred Vendor AND the OEM Number:

**MUST HAVE PREFERRED ITEM VENDOR CHECKBOX CHECKED AND VENDOR ITEM NUMBER on Main Machine/Device:

Box.PNG

**MUST HAVE PREFERRED ITEM VENDOR CHECKBOX CHECKED AND VENDOR ITEM NUMBER on Supply Item:

WTB.PNG

 

Related Items will ONLY be added to Item Records containing Model as this is how our process defines a "HOST":

Model.PNG

For Finishers / Staples, you will need to set/create Model for the Finisher and then we can set Staples as Related Item for Finisher:

Item Record of Finisher showing Model assignment:

Finisher.PNG

Model of Finisher:

Finisher_Model.PNG

 

 

 

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