COSTAR2COSTAR Setup and Use

COSTAR2COSTAR Setup and Use

Purpose

The COSTAR application has a feature that enables retailers using the COSTAR application to check stock, get pricing information and place orders on Wholesalers or Distributors also using COSTAR.
This connection is called COSTAR2COSTAR Integration.

Prerequisites 

  1. You must have a high speed internet connection that is available on all computers using the COSTAR application. Note: the COSTAR application uses the internet to communicate with the Wholesaler.
  2. Your Wholesaler or Distributor must be set up to receive COSTAR2COSTAR connections, also referred to as COSTAR Web Ordering
  3. You will need 3 pieces of information from your Wholesaler:
  4. Your Account Number with the Wholesaler
  5. The URL (web address) that COSTAR uses to access that Wholesaler
  6. Your Password with the Wholesaler

Enabling the COSTAR2COSTAR Integration

  1. From the Main Menu click Settings
  2. Click on Order Entry Options
  3. Click on Integration
  4. Check the box next to the word COSTAR is enabled
  5. Click Back to close and save your changes and return to the Main Menu

 

 Setting up a Single Branch Company

  1. From the main menu click Suppliers
  2. Click on Supplier Maintenance
  3. Search for and select the appropriate supplier
  4. Select the Purchasing menu
  5. Pull down the list box under, "Supplier Connection Type" and select COSTAR
  6. Complete the "Our account number" field with your account number at the supplier
  7. Complete the "URL and Password" fields with the web address and password that your supplier provided to you
  8. Click the Address field to save your changes
  9. Click on the Back button and return to the Main Menu
  10. Your COSTAR2COSTAR Integration setup is now complete

 

Setting up a Multi-Branch Company 

  1. From the main menu click Suppliers
  2. Click on Supplier Maintenance
  3. Search for and select the appropriate supplier
  4. Select the Purchasing menu
  5. Pull down the list box under, "Supplier Connection Type" and select COSTAR
  6. Click on the Branch Connections button
  7. Complete the "Our account number" field with your account number at the supplier for each branch
  8. Complete the "URL and Password" fields with the web address and password that your supplier provided to you for each branch
  9. Click on the OK button to save your changes
  10. Click on the Back button to return to the main menu
  11. Your COSTAR2COSTAR Integration setup is now complete

Searching 

With the COSTAR2COSTAR Integration enable, all of your "Order Entry" and " Purchase Order" search forms will have a new Browse Supplier search button 

Stock Check Screen 

 Order Entry Document Search 

 When you click on of the above buttons you will be taken to the Browse Supplier search screen (see below) that will allow you to select the specific supplier you want to look-up and you can then search for products by Size; Item; Description; Manufacturer; Model and Product Type.

NotesNote: This search may take slightly longer than normal because the search criteria and that the results must be sent and returned to and from the supplier via the internet.

 The results are displayed including the Item Number, Manufacturer, List Price, your Cost for the item the and the exact Availability.

 

Sending an Order 

Add any products you wish to order to the Purchase Order then click Send 

 The "Send these Purchase Orders" screen will appear. Confirm the PO you want to send and then click on the "Send" button. 

 The Confirmation screen appears advising the PO # has been sent and provides a "Confirmation Number" back from the Supplier.


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