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Enable and Configure a Split Shipment
Split shipping enables the order to be shipped to multiple addresses. To access the split shipping option, log into ESP+, open the project, and go to the Quotes/Orders/Invoices tab. Select the document type (Quote, Order, or Invoice) from...
Quick Filters on the ESP+ Homepage
From the ESP+ homepage you can launch a quick search using the available filter options. To do this, log into ESP+ to the options along the top of the homepage.
Update Presentation Signature
The presentation will display your company's information at the top of the Client Portal.
Copy a Product to Another Collection
To copy one or more items from one collection to another, log into ESP Plus and click on the Collections option from the main toolbar.
AI Search in ESP+
You can use the power of AI (artificial intelligence) to guide you through an unmatched search experience that provides product ideas suited for your clients in seconds! When you use AI to enhance your search experience, based on the criteria...
Add Project Collaborators
After creating a project in ESP+, users can add collaborators to view or edit a project. A collaborator is a user who is able to manage a project and can use the “Shared with Me” section to locate them. To...
Update the Reply To Email on Sales Documents
To change the Reply To email address for order documents, log into ESP+, click ont he Account button from the main toolbar, and then select Settings.
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...