1) Create the customer in DDMSPLUS
A) Click on the Customer icon in the ECI DDMSPLUS Package B window
B) In the Customer window, click on the Create a New Customer tab
C) Fill out Acct #, Name, Address, City, State/Prov & Phone fields – click Save icon
The new customer account number and name are now displayed at top of window
When on a customer account window, departments can then be added
D) Add a department to the customer account
Fill in the Dept and Dept Name fields and click the Save icon
E) Add additional departments by repeating step D above
To return to the master account, retype the account number and press Enter
View the first department by clicking on the right arrow
Toggle between departments with the left and right arrows
F) Close the DDMSPLUS customer window by clicking the far-right icon
G) Open the Keyop Menu icon, then double-click the EBS Import icon
H) Under Current Activity, right-click on Customer (Full) and choose Execute Now
When started, it moves to the top and the circle turns green
When the green Customer (Full) option disappears from the top, it’s done
The DDMSPLUS side is done, so close the windows and sign out
2) Create the same account in ECInteractive and sync it
A) Sign into your ECInteractive admin
B) Click Consumer Admin < Account Management < Account Management
C) Click on Add new Account
D) Add the same account number as above and click on the Save icon
E) Click on the arrow to the left of newly created account to show departments
F) Check Sync Departments and click Sync Departments for Checked Accounts
3) Sync the account and departments in EvoX
A) Open up EvoX admin and click on Customers < Accounts from the right menu
B) Click on + New Account from the tabs near the top of the page
C) Type something in Company Name field – it will change so a period (.) is good
D) In Account Number field, add the same account number as above – click Save
E) Go back into Accounts - the company name should change and departments should be included (this could take a few minutes, but is usually instant)
***The Seller Reference column displays the department number***
And that’s it!