Innovo Control Files

By default, in both customer and Employee modes, the A/R inquiry credit control message will display in the Account Inquiry page. If you want to override this message in customer mode, set the prompt to Y and type in the message you want to display. If you don't want to display any message, set the prompt to Y and don't type in any message. Note: This is an Eterm only control file.

*Applies to Customer Mode Only

If set to yes, the age icon (image) will be hidden in the Open Invoices page. This is useful when custom A/R inquiry bucket names are in effect.

*Applies to Customer and Employee Modes

When the availability setting is "Show w/ Qty", the quantity available will display when material is in-stock, and the plenty date will display when material is out-of-stock. You may not want to show the plenty date in customer mode so to disable the plenty date from displaying, set the "Hide Availability Date for Show w/ Qty" prompt to Y.

Most companies base stock status of an item using the Status field on the main Product Maintenance screen. If, however, you base stock status at the branch level, you will want to set the "Define Stock Status" prompt to Branch.

By default, "Availability: Call" will display when an item is out-of-stock. You can however use this control file to display a custom out-of-stock message. And this message can be different versus stock status of the product.

For example, if you want to display "Available Next Day" for the availability when a stock item is out-of-stock and "Special Order Item" when a nonstock item is out of stock you have that flexibility.

*Applies to Customer Mode Only

This control file, when enabled, will allow you to display the availability at the customer's ship branch in addition to the network availability on Search Results and Product Details. Enter a Y to enable this feature.

*Applies to Customer and Employee Modes

This setting allows you to decide whether or not to display availability on nonstock items. You can set this to Yes which will always display nonstock availability, No which will never show nonstock availability, or Avail which will display availability on a nonstock product only if there is availability.

To determine if the item is stock or nonstock, the main screen of the Product file will be used by default. To use the branch stock status flag, set Determine Stock Status to Branch.

This control file can work in conjunction with the Innovo Display Nonstock Pricing control file, which can be set to only display the pricing if the item is available.

*Applies to Customer Mode Only

This allows you to override how the availability will display in the app for your employees. By default, the employee would see what the customer would see based on the customer setting. This control file will define what the employee sees no matter what.

*Applies to Employee Mode Only

This control file will prevent order availability from displaying on the order confirmation page and in the Order Detail page of Open Orders and Quotes when set to Y.

*Applies to Customer and Employee Modes

The final page of the checkout process is the Review Order page. This page displays the shipping address, order subtotal, and lists all product details. If this control file is set to Y for Display Availability on Checkout, then availability will display, in addition to the price and quantity, based on either the Network or the Default Shipping Branch, depending on the setting you choose for Calculate Availability By, or shipping branch override from the shipping information page. Note: if the Network setting is chosen, the available quantity is the sum of network branches.

How availability is displayed is determined by:

• If the item is in stock and there is enough quantity available within the Ship Branch or Network (per selected setting) to fulfill the entire line item need, the words “In Stock” will display in green.
• If the item is in stock but only partially available in the Ship Branch or Network, the words “Partial Stock” with the available quantity will display in yellow.
• If the item is not in stock at the selected Ship Branch or Network, you have the option to display a custom message. You can display different messages based on availability status. If an item is out of stock in the selected shipping branch but in stock in other authorized branches (Out of Stock in Shipping Branch Field), you can display one message but if the item is out of stock in all authorized branches (Out of Stock in Network Field) you can display a different message.

*Applies to Customer and Employee Modes

If this is set, any consignment availability for a customer will be included in the availability amount for that product. This is at the total level and at the branch availability level.

*Applies to Customer and Employee Modes

You must enter the document imaging profile in the prompt, Innovo Product Images, where you will store the images on your imaging server for product images taken by authorized employees through the app. If this is not defined, the user will receive an error in the app when trying to save the image.

*Applies to Employee mode only.

This allows you to select what description will be displayed for each branch in the app. The valid options are:

• Entity Name (from customer file)
• Entity City (from customer file - Default)
• Long Description (from branch maintenance)
• Short Description (from branch maintenance)

This description is used in the branches page, branch availability page, and ship branch overrides field on checkout.

*Applies to Customer and Employee Modes

This will add the branch number to the branch name when ship branch overrides are in place during the checkout process. The default is to just display the branch name.

*Applies to Customer an Employee Modes

This setting allows you to decide whether or not to display pricing on nonstock items. You can set this to Yes, which will always display nonstock pricing. No, which will never show nonstock pricing. Or Avail, which will display the pricing on a nonstock product only if there is availability.

To determine if the item is stock or nonstock, the main screen of the Product file will be used by default. To use the branch stock status flag, set Determine Stock Status to Branch.

* This can be overridden at the customer level on the Innovo Customer User Defined screen.

*Applies to Customer Mode only

In customer mode, you can hide pricing for all items in a price line. If a product is in one of these excluded lines, the app will display "Call for Pricing".

*Applies to Customer Mode Only

If set, list price is displayed in product detail. Note: This may be overridden at the contact level in the Innovo Contact User Defined Screen. Regardless of this setting, list price will only display if greater than customer specific pricing.

*Applies to Customer and Employee Modes

If set to yes, the matrix will be checked for the WEB pricing level in customer mode only. See the OE Touch Discounts in Eclipse article for more information.

*Applies to Customer Mode Only

If set to yes, the cash terms discount will appear in the app in addition to any remote discount posted to the order.

*Applies to Customer and Employee Modes.

This setting will not apply a remote discount to an order created through OE Touch in Employee mode, even if the customer has a remote discount setup.

For more on remote discounts view our OE Touch Discounts in Eclipse article under Marketing Your App.

*Applies to Employee Mode Only.

This setting will disable all customers in your system from receiving a remote discount for OE Touch, regardless of what is applied to WOE orders. You can then override customers individually if you want them to have a discount in the Innovo UD Customer Maintenance screen.

*Applies to Customer Mode only            

This allows you to set the default product sort when a product search is done in the app. The valid options are:

• Most popular (descending hits - see Innovo OE Touch Hits Calculation By)
• Description (default)
• Description Descending
• Price Low to High
• Price High to Low
• Availability (descending - out of stock at bottom)
• Price Line by Description

*Applies to Customer and Employee Modes

This setting refers to the “Most Popular” product search sort. “Most Popular” is calculated by descending hits and the hits calculation can be performed using the customers’ default ship branch or network of authorized branches. The authorized branch list is the default.

*Applies to Customer and Employee Modes

This allows you to display product reminder messages and / or product non-stock comments in the app. The non-stock comment comes from the control file, “Nonstock Comment”. Product reminder messages will appear as a red flag on the product detail page. These can be limited to certain price lines based on the control file, Innovo OE Touch Show Reminder Messages for Price Lines.

*Applies to Customer and Employee Modes

This allows you to restrict the display of reminder messages for products associated with these price lines. The control file, Innovo OE Touch Display Messages in Product Detail must be set to display reminder messages.

*Applies to Customer and Employee Modes

This control file allows you to control which types of related products, set in the Valid Related Product Types control file, display in the app and how they behave.

• Display Substitutes: This is a Y/N prompt to designate whether or not you want substitutes to display in the app.
• Display Related Products: This is a Y/N prompt to designate whether you want related items to display in the app.
• Prompt for Non-Required Products: This is a Y/N prompt to say whether or not you want non-required products to prompt the user in the app when adding the parent product.

Limit to Types: Enter the related item types you would like displayed in the app if you are displaying related items. Leaving this blank will include all types.
Limit Prompt to Types: Enter the non-required related item types you would like to prompt the user when adding the parent to the cart. Leaving this blank will include all types.

*Applies to Customer and Employee Modes

This allows your employees to see NonStocks when searching in the app when you are limiting your customers from seeing NonStock products (set in control file Valid WOE Product Statuses). If NonStock is already in the valid product statuses control file, this setting will make no difference.

*Applies to Employee Mode Only

This allows a user to add a product not found to an order. If a search result returns no products and this control file is set to yes, the user will be presented with a pop-up window that says “Product Not Found. Would you like to add a special request to your order?”. If they select yes, they will be presented with a form where they can enter in product information and a required quantity, and this item will be placed on the order as the default product not found. The description entered in the form will be attached as a line item comment.

*Applies to Customer and Employee Modes

This will exclude products from the app that are associated with these price lines. You can enter in additional price line restrictions at the customer level in the Innovo UD Customer Maintenance Screen.

*Applies to Customer and Employee Modes

This allows you to ignore spec sheet and product image URLs in the PDW and use the URLs listed in the product external references screen instead.

*Applies to Customer and Employee Modes

This allows you to display the internal Eclipse product ID at the top of the product detail page. By default, the first two words of the product description display.

Note: Regardless of this setting, the Eclipse Product ID will always be displayed in the product details page whether in customer mode or employee mode.

*Applies to Customer and Employee modes

If the control file, Display All Quantity Breaks in WOE is enabled, the default is for the smallest quantity break to appear at the top of the page and the largest at the bottom. Setting this control file to yes will switch the order by showing the largest quantity break at the top and the smallest at the bottom.

This allows you to override the control file setting in Display Catalog Products in WOE in employee mode, which will give employees access to Catalog Products in the app if you are excluding them from customer view.

*Applies to Employee Mode only

When product images are displayed in the app, we look at the control file Setting WOE, PDW Image Priorities and use the hierarchy defined to build the image URL. If ATTACHED IMAGES are listed in that hierarchy, we use the first attachment on the Product for the image. If you store other attachment types on the product, you will want to exclude those image profiles so we will look to the first non-excluded attachment.

*Applies to Customer and Employee Modes

Set this control file to Y to allow customers and employees to see the serial numbers of serialized products in order detail.

*Applies to Customer and Employee Modes

If set to yes, line item comments and order comments will appear in the app in order detail. If logged in as an employee, the comment type we look for is SOE Allowed. If logged in as a customer, we look for SOE Printing. This should mimic what the employee and customer are allowed to see today.

*Applies to Customer and Employee Modes

*New in release 3.9.0

This will allow you to either replace the product description throughout the entire app with the alternate product description if one exists, or display the alternate product description in addition to the regular product description on the product detail page. You have several choices for displaying the alternate description:

• Replace Product Description - this will replace the product description with the alternate product description throughout the entire app
• Display in Product Detail - this will display the alternate product description in addition to the regular product description on the product detail page
• Leave blank - the alternate product description will not display

By default, drill down results appear exactly how they are listed in product family maintenance, or based on the default PRODUCT index sort in Eclipse if the results are according to keywords. Setting this control file to Yes will have products appearing at the end of a drill down path sorted according to the control file Innovo OE Touch Default Product Sort.

*Applies to Customer and Employee Modes

This setting will remove drill downs from displaying for all customers. You can turn this on/off at the customer level as well on the Innovo UD Customer Maintenance Screen. This is useful when your Eclipse server hosts multiple companies or “brands” and you don’t want to set up separate templates for each.

*Applies to Customer & Employee Modes.

This setting allows you to globally set email allowed for order detail for all contacts. You override this at the contact level by setting Email Allowed to Yes on the Innovo UD Contact Maintenance Screen as well. If left blank, the default is set to not show the email button.

Note: This will respect the print style on the order.

*Applies to Customer Mode only

This allows you to override the print style at the order level when a quote, order, or invoice is emailed directly from the app. Note: There are overrides at the customer level in the Innovo UD Customer Maintenance screen and at the contact level in  the Innovo UD Contact Maintenance screen.

*Applies to Customer Mode only

By default when a customer emails an order (quote, order, invoice) from OE Touch, the "From" email address defaults to the first email address listed on the WWW screen off of Contact Maintenance. To override this so that all emails come from a designated address, set that email address in this control file.

*Applies to Customer Mode Only

This is the default “to” email address displayed in the app when the user sends feedback, emails a photo, or submits a Nonstock Request from the Resources page in OE Touch. The branch setting is determined by the customers home branch. Note: You can enter in a group email address if you want more than one person to receive the emails.

*Applies to Customer and Employee Modes

This will add a promotions menu item to the home screen in the app. Please see the Innovo OE Touch Promotions control file for more information.

*Applies to Customer and Employee Modes

Promotions are based on product families in Eclipse. Use this control file to enter in the product families that will display under the promotions menu item in the app. The product family name will appear with the total product count. When the user selects that family, the app will display all products within that family in the order they are listed in product family maintenance. Note: You must set control file, Innovo OE Touch Add Promos to Home Screen to yes.

This is the default sales source used for any order created through the app (see control file, Innovo OE Touch Sales Source for Employees which overrides this setting in employee mode). Many customers like to set this so they can report on mobile orders and easily see the breakdown of sales in the business summary. Note: This can be overridden in customer mode on the customer file in the Innovo Customer User Defined screen.

*Applies to Customer & Employee Modes (Unless Innovo OE Touch Sales Source for Employees is also set)

This will override the sales source in control file, Innovo OE Touch Sales Source in employee mode.

*Applies to Employee Mode only

This will display shipping instructions in Order Detail for bids, open orders, and invoices.

*Applies to Customer & Employee modes.

If default shipping instructions are set for a customer, enabling this control file will display those instructions in the shipping instructions screen during checkout.

*Applies to Customer & Employee modes.

Set this control file to enable employees to select from a defined list of line item comments when items are in the shopping cart.

*Applies to Employee mode only.

This setting will set the order status based on the default ship via status (set in Ship Via Maintenance). If this is set, the order status will not display in the app as a selection in customer mode.

*Applies to Customer Mode only.

This allows you to define the order statuses your employees can use in the app. You can override these statuses at the user level in the Innovo User Maintenance UD screen. If this is left blank the order statuses will default to the customer setting.

*Applies to Employee Mode only.

This is the default order writer that will appear on all orders created in customer mode. You can set this to be either the inside or outside Employee for the customer or a specific user. The default, if nothing set will be “MBL”.

Note: The Default Order Writer must be a valid Eclipse User

*Applies to Customer Mode only.

By default, the order writer on an order created in Employee mode is the Employee logged into the app. This allows you to override the order writer to either the customer’s inside or outside Employee. This is helpful if commissions are based on order writer.

*Applies to Employee Mode only.

This allows you to display either the customer name or customer index fields at the top of the home page in the app. It is also used when an Employee searches for a customer and when a customer is presented with ship-to selections. By default, customer index is used in the app.

*Applies to Customer & Employee modes

*Required for Order Approvals

When the OE Touch user submits an order for approval, the manager receives an email with a link to the approval web page. This Eterm only control file allows you to personalize the email message sent to the manager for approval.  Use the Logo Path (Alt-P) hotkey to enter a publicly accessible URL for your company logo.

*Required for Order Approvals

In the Order Approval process, the manager can enter in free form text which is attached to the miscellaneous charge product defined in this control file.

This control file allows you to designate the ship via(s) a quote must have in order to make it available to a customer in the app for approval.

• Ship Via for Quote Complete: Designate the ship via or ship vias to be used to consider the quote ready for the customer to approve. Use the Multi hotkey to enter more than one ship via.

*Applies to Customer mode only.

You can give your employees the ability to see expired bids without giving that capability to your customers. Enter a Y in this control file to include expired bids for employees.

*Applies to Employee mode only

This allows you to include expired bids in the quotes section of the app. If set to yes, an expired bid in the app will display “Expired” highlighted in red. Note: This can be overridden at the customer level on the Innovo Customer User Defined screen.

*Applies to Customer mode only

This allows you to exclude $0 orders / invoices and/or credits from the app.

*Applies to Customer & Employee modes.

This will display any signature attached to the invoice in the Order Detail screen.

*Applies to Customer & Employee modes.

This allows you to set a timeout for the app so the user will have to re-log if idle for x number of hours. This can be overridden at the customer level as well on the Innovo Customer User Defined screen.

*Applies to Customer mode only.

Setting this control file to Y allows you to expand the fields checked when a barcode scan is performed in the app. This will include all 10 UD fields found off of product maintenance. By default, only the UPC code, customer part number and internal Eclipse ID (if prefixed by a “.”) are searched.

*Applies to Customer & Employee modes.

The default required date during checkout is the following day. To change the default, enter the number of days from today you would like the default required date to be. For example, if you want it to default to tomorrow, enter a 1. If you want it to default to today, enter 0.

*Applies to Customer & Employee modes.

This allows you to override the ship vias your employees can see in the app. You can also override these at the user level in the Innovo User Maintenance UD screen. If left blank, the ship vias will default to the customer setting.

*Applies to Employee Mode only

When a customer logs into the app, they are presented with a list of ship-to’s to select from. Setting this control file will bypass this selection and default the ship-to in the application to the bill-to/ship-to customer. At any point, the customer may change the ship-to from the My Account/My Profile page or during the checkout process.

*Applies to Customer Mode only

You can now choose to display the Inside Salesperson, Outside Salesperson, or both, in the My Profile page.

Select one of the following from the dropdown:

• Inside - display the inside salesperson on the My Profile page
  Outside - display the outside salesperson on the My Profile page
  Both - display both the inside and the outside salesperson on the My Profile page
  None - will not display either the inside or outside salesperson on the My Profile page (this is the default)

*Applies to Customer & Employee modes.

When you enable Kiosk Mode (Click here for full Kiosk Mode documentation) you can specify the messages you would like to display to the customer, based on the availability of the products on their order, after the order has been submitted.

Enter the branch, and the type of message:

• Avail Now - when products are available
• Backorder - when products are on backorder
• Credit - when an order goes on credit hold

Then Enter the message you would like to display for that particular combination of branch and type. Think of it as "What to do next" instructions for the customer.

You can use ALT+C to copy the same message to another branch or all branches.

*Applies to Kiosk mode only

This will allow you to add YouTube videos (YouTube only) to your app. These will be displayed in the videos page of the app and played directly in the application. Note: The URL entered in this control file must be copied and pasted from the browser URL and not from the link they provide.

*Applies to Customer & Employee modes.

This allows you to bypass performing certain actions when bids are created in Employee mode. You can bypass the following functions:

• Mobile Order Entry Submit trigger - if set to Y the system will not send an email if this trigger is defined for the customer. The Employee will be responsible for sending the customer the quote once it's been completed.
• Remote Order Review Queue - if set to Y the system will not log an order in the queue and will also ignore the Default User to be messaged on New Order# setting at the customer level.

This will only be enabled for the ship via specified. Make sure you add this ship via to the list of ship vias in control file, Innovo OE Touch Valid Ship Vias for Employees.

*Applies to Employee Mode only

The available pricing views for employees are the following:

• Unit Price / COGS / GP%
• Unit Price / Cost / GP%
• Unit Price / Formula

These views can be assigned individually at the Employee level in the Innovo User UD screen or for all employees by setting this option. See the Editing Pricing & Quotes documentation for more on this.

*Applies to Employee Mode only