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Create Custom PO Number
Purchase Orders in ESP+ are generated from the main order. To create custom purchase order numnbers, you will need to update the main product number. To do this, log into ESP+, open the project, and go to the Quotes/Order...
Preferred Suppliers are vendors with whom your company has a business agreement, such as special pricing or discounts and/or simply enjoy working with. In ESP+, you can designate up to five ranks and set special pricing information. After logging...
Client Safe Mode
If you would like to use ESP+ in front of a customer but do not want them to be able to view any supplier or net cost information, you can enable Client Safe Mode. After logging into ESP+, click on...
Upload Custom Image to Presentation
To upload a custom image for a product, such as an image of the product with the customer's logo, open the project and take the following steps: Go to the Presentation tab and click on the item in the Edit...
Open Product Detail Page in New Tab
When you click on the product name or image, the product detail page will display within the same tab. You can then use the Back to Search Results link to return to the main search page. If you would like...
Add Charges to Quote and/or Order
To add charges to a quote or order, open the Project and click on the Quotes/Orders/Invoices tab. Use the toggle to select the order document you would like to update.
Open Product Detail Page from within Presentation
When you are editing the information for a product within a presentation, you might need to refer to the product detail page. But, how do you access this information while editing the product information in the presentation? From the Edit...
Add Product to a Presentation
To add a product from within a project, you can use the search bar at the top to enter keywords, a product number, or coded product number.
No Price Grid Shown in Preview, but Pricing Enabled
In the Presentation Preview window, you will see a real-time update of the Product Page and Landing Page. As you enable product details using the sliders in the Presentation Settings area, you will see the preview of the Product Page...
Options & Charges vs Vendor Charges
When editing the product information within order documentation in ESP, there are two sections that work in conjunction with one another: Options & Charges and Vendor Charges. The Options & Charges section includes any charges beyond the base pricing which are active...