Placing and Managing Vanfax Orders. eDirectGlass Vanshop

Below you will find brief information for Vanshop TSM Vanshop. This guide will help you get started with your new Vanshop TSM software. You will learn how to log in, set up your shop details, create quotes and work orders, and more. You can also learn how to use the scheduling system, manage your Vanfax orders, and attach documents and images to records.

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Placing and Managing Vanfax Orders

At anytime you can electronically search for parts, place and manage orders with Vanfax from your

Vanshop TSM account using 2 methods:

Method 1 – Order Vanfax found on the

1) Click on the

screen.

button on the main toolbar.

2) Next, click on the button on the left toolbar.

3) The Vanfax product search screen will appear after a short pause. From here, you can lookup products, place orders and manage your VANFAX account.

4) If you get the following screen, you have not entered your Vanfax account number in the

Administration->System Admin panel.

Method 2 – Availability and Ordering Parts in Work Order or Invoice

When you are in a Work Order or Invoice, you can look up the availability and place orders for any of the line items using your Vanfax account.

1) When you are on the your line items.

screen, you will see the underneath

2) When you click on the button, the system will automatically connect to

Vanfax and check to see what parts are available.

3) If any of the parts in your line item list are available at Vanfax, the system will display them.

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4) If you move your mouse over the empty box in the ‘Price’ column, the price will appear.

5) To place these items in your shopping cart, click on the button.

6) The button will display on the top of your screen near your name.

7) To place an order for the contents in your Cart, click on the button.

8) In the Shopping Cart Contents screen, verify these are the items and quantity you wish to order. If you are ready to place your order, click on the button.

9) On the checkout panel, enter a purchase order number, choose your freight and shipping methods and add any order notes you wish to have appear with the order. When you are ready to place your order, click on the button.

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WARNING

*** IF YOU CLOSE YOUR BROWSER OR

LOG OUT AND YOU HAVE ITEMS IN YOUR

SHOPPING CART, THEY WILL BE

PERMENANTLY LOST ***

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Key features

Login and setup
Create quotes and work orders
Schedule jobs
Manage Vanfax orders
Attach documents and images

Frequently asked questions

To log in, go to the eDirectGlass website and enter your login name and password.

After you log in, click on the Administration tab and then click on the System Admin button. You can then enter your shop's information, such as your address, email address, and tax information.

To create a quote, click on the Quotes & Invoice tab and then click on the Create Quote button. You can then enter the vehicle information, select the parts you need, and generate a quote.

To schedule a job, click on the Work Orders tab and then click on the Schedule button. You can then select a date and time for the job and assign it to a technician.

To manage your Vanfax orders, click on the Order Vanfax tab. You can then search for parts, place orders, and track your orders.

To attach documents and images to records, click on the Attachments button. You can then scan a document, upload an image, or attach a file from your computer.