eHarbor

Quick Start Guide

Website Access

Dealer Access:www.woodharbor.comDealers/eHarbor Login

Dealer CodeE-mail addressPassword(User must be set up first)Each user needs a unique log-on

Enter Quote…

Quote Search Screen

A

B C

A. Search for existing quotes (refresh)B. Begin a new quoteC. View Templates (saved style lines created by dealership/salesperson

Quote Maintenance (entry)

B D C

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B. Begin a new quoteC. View Templates (saved style lines)D. Return to Quote Search screen (remember to click SEARCH to refresh screen)

1. Select “Cabinets” or “Doors” (future)2. Add Template (Style Line) - Saved style line templates are added to the order

from this selection. Using a saved template bypasses style line entry.

Quote Maintenance (Style Line entry)

B D C

*

B. Begin a new quoteC. View Templates (saved style lines)D. Return to Quote Search screen (remember to

click SEARCH to refresh screen)

Enter cabinet “global”/style line

* Indicates mandatory selectionAutomatically advances through all mandatoryselections

Quote Maintenance(Grid Screen/Order Entry)

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1. Add another style line2. Add another style line (using saved template)3. Style line summary – modify by clicking “SELECT”4. Item = Style Line number, Select = Choose Style Line to work with, Lines =

configuring represents selected style line5. Quantity of item required6. Product Number = code (magnifying glass pulls up Search window)7. Handing (R, L, B, N)

Quote Maintenance(Grid Screen/Order Entry – cont.)

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8. Finished Ends (P = Premium, F = Finished)9. Mods & Accessories/Configure – link takes user directly to mods (individual

item); check box reminds system to run checked cabinets through mods in order prior to completion (group)

10.Price – dealer net price including all upcharges11.Remove – check items to remove and click “UPDATE”12.Update – process currently entered grid information13.Finish – takes user to Quote Maintenance/Review

Quote Maintenance (Mods & Accessories - Configuration)

B D C *

Select modification “frame” (group), enter mods as desired. Note: “Frequently Used Modifications”

Quote Maintenance (Review)

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Mandatory entry

1. Reconfigure – modify style line information already selected2. Add Products – add additional items to this style line (returns to Grid/Entry)3. Resequence Products – changes order/item numbering4. Remove – removes selected (checked) item(s)5. Copy – copies selected (checked) item(s)6. Reconfigure – modify cabinet item

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Quote Maintenance (Review)

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Mandatory entry

7. Qty – quantity of item ordered8. Cancel Quote – cancels quote being entered9. Copy Quote – copies quote to a new number (access copied quote by selecting

View Quotes/Search and click on quote #10. Convert Quote – Begins conversion process to make Quote into Sales Order11. Add new Style Line

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