StockRoomWeb is an add-on product of StockRoom allowing your customers the ability to manage their inventory on the web. Customers can view and manage their product lists, on-hands, locations, min/maxes, and depending on authorization, can also edit and create new customer part numbers.
StockRoom Web allows your customers to see their product health status, inventory movement, report on slow and frozen products, along with an inventory valuation and recommendations on optimizing product levels and associated savings.
StockRoom Web increases customer engagement allowing you to grow sales and customer adoption thus increasing your return on investment.
Enable a User for StockRoom Web
Before Employee or Customer users can see information in StockRoom Web, the Customer Bill-To or Ship-To must be enabled in StockRoom Web through in the Innovo Customer StockRoom Settings. To learn how to access this screen and settings available, click here.
Employee Users
Employees are invited based on their Eclipse User. The only requirement for invite is that the user does not have the No Logon setting enabled in Eclipse.
To authorize a user who has not been invited to any apps yet, you will send an invitation from the portal for StockRoom Web. After logging into the portal do the following:
- Click on Manage
- Select Invite
- Search for the Employee user on the Users tab
- Click the Invite link next to their name
- Select StockRoom Web in the dropdown menu
- Click Set Password and enter a password (recommended)
- Edit the body of the email as necessary
- Click Invite
Employee Roles
By Default, new employees will be assigned the role Employee. Employees will have access to customers that have been set to viewable in StockRoom Web that they are authorized to view. Customer access is limited by:
- Access to the Customer's authorized branches
- SLSM.CUSTOMER.MAINT auth key where they must be listed as the Inside or Outside Salesperson
After inviting an employee, they can be assigned to the role of Administrator through the customer portal.
- Click on Manage
- Select Users
- Search for the Employee
- Select their name
- Click the settings icon for StockRoom Web
- Click the drop-down and choose Administrator
Customer Users
To invite a customer, you
- Click on Manage
- Select Invite
- Search for the Customer Contact on the Contacts tab
- Click the Invite link next to their name
- Select StockRoom Web in the dropdown menu
- Click Set Password and enter a password (recommended)
- Edit the body of the email as necessary
- Click Invite
Customer Roles
By default, customer contacts invited to StockRoom Web will be assigned the role of Employee. After the initial invite, they can be assigned to the role of Administrator. Customer Administrators can invite new users to StockRoom Web, delete users, and change the role of existing users. For more information on how a Customer Administrator can manage customer users, click here.
A customer contact can be changed to Administrator using the customer portal.
- Click on Manage
- Select Users
- Search for the Contact
- Select their name
- Click the settings icon for StockRoom Web
- Click the drop-down and choose Administrator
Logging in to StockRoom Web
Both Employee users and Customer users can log in at https://stockroom.goinnovo.com. The home page will display the Dashboard. Click here for more information: Home/Dashboard
Logos
Logos for StockRoom Web are managed in the Customer Portal. You must be a Portal Administrator to manage logos for StockRoom Web.
Navigate to the Manage tab, and select StockRoom Web under the Subscriptions heading. Scroll down to the Company App Information.
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