Our Mercury integration enables these features:
- Purchase Order Upload (EDI) - Export a purchase order to a file which you can import into MercLink
- PDF Invoice Import - Import a Mercury invoice into your purchase order to update costings
- EPC Pick list Import - Import a pick list from the Mercury Online and Desktop based EPC into the sales screen
- Price File Import - Import Mercury price files
EPC Pick list Import
EVOPOS can import pick list export from both the windows desktop application EPC and the online web EPC.
Setting Up
- Navigate to Settings\Workstations
- Set an EPC option to Mercury
- Set the file location if using desktop EPC
Importing a pick list
- Export your picklist
- Desktop - Choose the File\Export to DMS option
- Online - Click the Export button when viewing the picklist
- Navigate to Sales
- Press the enter key
- Find the pick list
- Confirm to import
Price File Import
EVOPOS can import price files supplied by Mercury, you can download these OPEA files through MercLink.
Part Classes
Mercury has a class system within their part number, their price files contain the full part number with the class, but when ordering a part through Merclink they require you to enter the part number without the class.
We have developed a special import option where EVOPOS removes the class so you can sell and purchase Mercury parts without entering the class.
We recommend importing the full part number which matches the part number on the product, our EDI ordering integration can strip the class so when you upload to Mercury the part is recognised.
Importing the Full File
- Download the OPEA no dash price file from Merclink
- Navigate to Items\Price Books
- Choose your Mercury Price Book
- Click the Import option and choose your Mercury OPEA file
- Confirm any markups and Click OK
Importing the file without the Class
- Download the OPEA no dash price file from Merclink
- Navigate to Items\Price Books
- Choose your Mercury Price Book
- Click the Maintenance option and then Import Manufacturer File
- Confirm any markups and Click OK
- Choose Mercury from the list of Manufacturers and click OK
- Find and Open the Mercury OPEA file
Purchase Order Upload (EDI)
EVOPOS can export your purchase order to a CSV file, which can then be uploaded to MercLink.
EVOPOS will remove the class from the part number before exporting the file.
Setup
- In EVOPOS find your Mercury supplier contact
- Select the Purchase Tab
- Enter "MERCURY" into the supplier account number field
Exporting the CSV file
- Save your purchase order
- EVOPOS will default to export the file
- Upload the file to Merclink