While logged in as an Administrator, navigate to Administration > Control Panel > ERP tab.
If your Company has purchased a link to your ERP (Enterprise Resource Program such as OMD, E-Automate, Neaten, Purpose, Vale, Jim2, ICE, or Forza) this tab will allow you to import records from your ERP into Sherpa. Note: The ERP Link option is an add-on module.
Server Settings: Enter your Server Name, Database Name, Server Username and Password for the link to work correctly. Your Compass ERP number is the ERP number assigned to the account created in your ERP system to hold submitted orders from Sherpa. This will allow Sherpa to submit orders from the Financials tab directly into your ERP system (note: this ability is only available for OMD and E-Automate users).
Misc. Product Numbers: If you have install charges, network charges or buyouts in your ERP as separate line items, this area allows you to put the Item # in so Sherpa will send those charges into your ERP as authorized line items. You can also decide if you want the buyout to go in as a negative or positive number by checking the “Submit buyout as a negative value” box. This is not a required area to fill out. (note: this ability is only available for E-Automate users.)
Import Companies from ERP: This tab allows you to transfer in Current Customers from your ERP into your Sherpa database. It will match your Sherpa accounts to your ERP Database (based on Customer number) and will only show you Customers that are not already in Sherpa. You can view the list of available customers by searching for a group of accounts and then clicking Go. On the right-hand side of the list, you can see which accounts Active are and which are on Hold. To transfer them, you can transfer “All Companies” in the search results by clicking the Check All Companies button and then the Transfer Checked Companies button and then the Transfer Checked Companies button, or just a few selected accounts. A record along with the basic account info and one main contact will be added for each customer into the Sherpa database. To avoid duplication, please make sure any current customers already in your CRM area have their ERP numbers listed in the ERP Number field.
Please note, the importing of companies from the ERP tab into Sherpa is designed to be a manual process so that the Administrator can pick and choose which companies are desired to be transferred. Unlike other databases that are designed to do an automatic nightly data dump from the ERP system, for example, the approach in Sherpa is intentionally not designed in this manner since not all data in the ERP system is necessarily desired to end up in the active sales rep database. ERP systems often have old accounts or internal accounts that don’t need to be accessible to sales reps and would therefore carry dead weight in the sales rep database. The Administrator can choose to leave those accounts out of Sherpa and will thus always see them in the display list whenever clicking the Go button (which is fine to continue ignoring them in the future).
Set Meter Types: If you are using E-Automate you also have a Set Meter Type button in the ERP tab. The Set Meter Types button in the ERP tab in the Control Panel in Sherpa is used to identify the types of meters you want to see in the Sherpa interface, as well as what meters are imported into the TCO – this is a copy of your table in E-Automate. If you have more than one-meter type for each mono and color, put a comma between each with no spaces (ex. 1,2,3).
Set Meter Stock No: If you are using Jim2 you also have a Set Meter Stock No button in the ERP tab. This button is used to identify the types of meters you want to see in the Sherpa interface, as well as what meters are imported into the TCO – this is a copy of your table in Jim2. If you have more than one-meter type for each mono and color, put a comma between each with no spaces (ex. 2503,2509,2505).
Excluded Card Codes: If you are using Jim2 you have a button called Excluded Card Codes. This button allows you to set and view companies that you’ll never want to import into Sherpa to not show in the list each time you load it. When you click on this button you can see any companies that have been set to be excluded and restore any that were previously excluded back to the main view again.
Sales Zones Tab The Sales Zones tab allows dealers who set territories by zones instead of postal code to create the zones for the reps. Zips can cross over into multiple zone as well as rep, however, if a zip is included in multiple zones you will get a warning that both reps will be able to see accounts and will be used in both zones.
Add New Zone: Click the + button and type the desired name of the Zone in the Zone field. Postal Codes can then be added one at a time (or multiple separated by a comma) by clicking the Add button next to the Zip Code field. The Postal Codes will then show separately in the list below. To remove a Postal Code, just highlight it and click the Remove button. Once the Zone is completely populated, click the Save button and the Zone will appear in the list on the left under current zones
Edit Selected Zone: To edit a Zone, highlight the Zone on the left and simply type in the fields or use the Remove button to remove a highlighted zip code. This will allow more Postal Codes to be added, the name of the Zone to be changed, or Postal Codes to be removed.
Delete: To remove a Zone that no longer exists, highlight the Zone on the left under Current Zones, then click the X Delete button. You will see a message asking if you are sure you want to delete that Zone from the list. Select yes to permanently remove it or No to cancel out of this operation.