Easylink Workflow
- Call Easylink to set up the Easylink account.
- Call PrismCore Support to assist you in installing and configuring WPConsole, as necessary.
- Add Easylink numbers to the vendor file for all vendors you will send to.
- Use the 'Assign Wholesaler to PrismCore Vendors...' option from the hammer in Outgoing Messages Maintenance to assign PrismCore vendors to the Easylink Vendors.
- Create the want list, or purchase order you will send.
- Send the want list or PO via Easylink.
- Monitor the "Outgoing Messages" module, and note when the want list or PO message changes to a status of "Sent"
- Monitor the "Incoming Messages" module for vendor responses.
- When a response is received, one of the following will occur, depending upon your configuration and your choices when scheduling the message (see Sending a message via Easylink section for further information):
Single Vendor Want List:
- A response will be received in Incoming Messages, if your WPConsole is set to allow receiving. When the response is received, the system will do the following:
- If the system is set to track items, the PO will be available in the Purchase Orders module and will be in a PROPOSED status. The quantities will be updated based on the response from the vendor.
- If you did not choose to create or update the PO when you scheduled a want list message, you will need to manually create a Purchase Order, and update it as necessary, based on the response.
- You may then choose to regenerate the want list, and continue.
Auto-Cascading Want Lists:
- If choose to cascade the want lists, a response will be received in Incoming Messages. When the response is received, the system will do the following:
- If the system is set to track items, the PO will be available in the Purchase Orders module and will be in a PROPOSED status. The quantities will be updated based on the response from the vendor.
- If you did not choose to create or update the PO when you scheduled a want list message, you will need to manually create a Purchase Order, and update it as necessary, based on the response.
- A new want list, for the next vendor in your cascade list, will be created, and scheduled. This process will continue until all vendors in your list have been messaged, or all quantities are filled.
Manually Cascading Want Lists:
- A response will be received in Incoming Messages. When the response is received, the system will do the following:
- If the system is set to track items, the PO will be available in the Purchase Orders module and will be in a PROPOSED status. The quantities will be updated based on the response from the vendor.
- If you did not choose to create or update the PO when you scheduled a want list message, you will need to manually create a Purchase Order, and update it as necessary, based on the response.
- In the Wantlist module, regenerate the wantlist to account for the quantities now on order.
- Change the vendor on the wantlist to the new vendor.
- Use the hammer option Send... to send the wantlist to the next vendor.
Purchase Orders:
- A response will be received in Incoming Messages.
- When the response is received, the system will automatically post and update the Purchase Order.