There are a number of core Eclipse control files respected in OE Touch. To make the most out of your OE Touch app, please review the following Eclipse control files. Some control files are required while others are highly recommended. The rest are usually fine if left with the default setting. A number of these can be overridden at the customer, contact, and user level.
Please note: you do not need to have the Eclipse Web Order Entry (WOE) product to take advantage of these features.
Required Control files are indicated in a red box with an exclamation mark.
Recommended Control files are indicated in a yellow box with an exclamation mark.
Best Practices are shown for each control file setting in a green box with a light bulb icon.
Display Product Availability in WOE
Required Control File
Hide will not show any availability at all.
Show w/o Qty will show either "In Stock" or "Out of Stock". (See the control file, Innovo availability display options, for more on this)
Show w/ Qty will show the actual quantity available for each location or the plenty date in the event the product is not available.
*Applies to Customer mode only.
Best Practice: Show w/Qty - this will provide the most information for the best customer experience
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 in the Innovo availability display options control file to Y.
Show Availability for Branches in WOE
Required Control File
This determines how availability is calculated in the app. The valid options are All Branches, Authorized Branches, Home Territory, and Ship Branch. This can be overridden at the customer level in the Remote Order Entry Parameters Screen.
*Applies to Customer & Employee modes.
Best Practice: Set to Authorized Branches - This will provide the customer with the information they need from the branches they are authorized to purchase from.
Valid Related Product Types
The Valid Related Product Types control file is now respected in the OE Touch app. This control file allows you to specify the types of product relationships that are valid for use in the Product Relationship Maintenance screen in Product Maintenance.
*Applies to Customer & Employee modes.
Best Practice: User preference
Display Catalog Products in WOE
This allows you to include catalog products in the product search results and drill down categories. You can also override this setting at the customer level in the Remote Order Entry Parameters screen. Please note that product search may take longer when this is set to Y.
*Applies to Customer & Employee modes.
Best Practice: Set to N - Typically your catalog items are not stocked and may not be maintained plus, this is a good way to exclude products on a product-by-product basis when you don't want something to show, but also do not want to block the entire price line.
Round to Minimum Package Quantity in WOE
Dictates whether or not the Minimum Package Quantity is displayed in the app. Setting to Y will display the minimum package quantity, setting to N will not.
*Applies to Customer & Employee modes.
Best Practice: User Preference
Valid WOE Product Statuses
HIGHLY RECOMMENDED to review & set this control file
This allows you to choose what product statuses will be shown in the app. The product status can be found on the main screen of Product Maintenance under status. All of the standard options are available. If you do not set this, the default is all product statuses, so it is highly recommended that you review and update this control file.
*Applies to Customer & Employee modes.
Best Practice: Set to Stock and NonStock to give the customer the most options for an excellent user experience.
WOE Allowed Price Lines
This control file allows you to choose specific price lines that will appear in the app. Leaving this control file blank will include all price lines. This control file will not be respected if the control file, Innovo OE Touch Exclude Price Lines, is set.
*Applies to Customer & Employee modes.
Best Practice: Leave this blank and use the Innovo OE Touch Exclude Price Lines control file instead. The Innovo OE Touch Exclude Price Lines Control file allows you to specify only those Price Lines you'd like to EXCLUDE and when it is set, the WOE Allowed Price Lines Control file is ignored.
WOE Restrict Customers to Specified Price Lines
In Customer Maintenance you have the ability to limit customers from only buying product in certain lines. This is standard Eclipse functionality. If this control file is set to Y, we will also respect this logic in the app.
*Applies to Customer & Employee modes.
Best Practice: Set to N unless you have customers who are limited to only certain price lines in customer maintenance.
Setting WOE, PDW Image Priorities, IMG
HIGHLY RECOMMENDED to review & set this control file
If you have the PDW, you will need to specify the meta item used in the app to display both full size and thumbnail images. This control file allows you to define, in priority order, those meta items.
There are two ways to define the meta items:
- Use the meta item only (this assumes the full URL path is defined for that meta item)
- Append a URL path to the image file name located in the meta item
To use the meta item only, enter an asterisk (*) in the first M column (see above) and then use F10 in the Base Path to select the meta item. Or, to append a URL, leave the first M column blank (see above) and enter the URL in the Base Path column. Enter an asterisk (*) in the second M column and then use F10 in the Filename column to select the meta item.
Note: The URL option is typically used when you are hosting the provider images on your server.
*Applies to Customer & Employee modes.
Best Practice: User Preference and depends on other factors like whether or not you use a 3rd party to manage your data.
Display All Quantity Breaks in WOE
If set to yes, quantity break pricing will display in the product detail page.
*Applies to Customer & Employee modes.
Best Practice: If you have good quantity break pricing setup, Set to Y to incentivize your customers to purchase more. If you do not have good quantity breaks, then Set to N.
WOE IP Address (If Different from URL Home Address)
Complete this record if your company has a different IP from your WOE address. Enter the full http:// address of your web site for redirect programs to use.
Nonstock Comment
By branch, set the message to appear under a nonstock product on a sales order. If you enable the control file, Innovo OE Touch Display Messages in Product Detail, this Nonstock Comment message will be displayed in blue in the product description section of the app.
Best Practice: Set the message to provide customers with the most information for the best customer experience.
Enable Ship-To Editing in WOE
HIGHLY RECOMMENDED to review & set this control file
Indicate whether the system allows customers to edit their ship-to information. Employees will always have ship-to editing ability.
*Applies to Customer mode only.
Best Practice: Set to Y so the customer has options of where to ship the product. You can always disable this at the customer or contact level for certain customers and/or contacts.
Valid WOE Ship Vias
HIGHLY RECOMMENDED to review & set this control file
This allows you to choose the ship via options that will appear in the application and used when submitting an order to Eclipse. You can also override this setting at the customer level in the Remote Order Entry Parameters screen. If this control file is left blank along with the customer file setting, all ship-vias will be displayed in the app.
If there is a default ship via listed in Customer Maintenance, and that ship via is listed in the control file, Valid WOE Ship Vias, or the Ship Vias hotkey in Customer Maintenance, it will default to this ship via in OE Touch. In all other instances, the order of the ship vias will be listed the order they are in Eclipse with the first one being the default.
*Applies to Customer mode only.
Best Practice: Provide a ship via for Delivery, Pickup, Will Call (if you have one) UPS (or some other carrier) and Best Way - meaning it is up to the shipper to select the best way to deliver the product. This should keep it simple and provide the customer with the best shipping options.
Tip: You can change the description of the ship via to be more user friendly on the app with the WOE Description field in Ship Via maintenance under Additional Information.
WOE Ship Branch Override
HIGHLY RECOMMENDED to review & set this control file
You can enable this feature for your entire company and then list only those ship via options where you want to allow the customer to change the ship branch. You'll find the ship branch override field in the app on the shipping & information screen but only if a ship via in this list is chosen. You can override this setting at the contact level and customer level.
*Applies to Customer & Employee modes.
Best Practice: Enter ship vias where the customer will be coming into a branch to pick the product up; Pick-Up or Will Call for example. This way if the customer is closer to a branch that is not their default shipping branch, they can submit the order to the branch they would like to pick the product up from.
Shipping Branch Override For SOE
For each branch, enter the shipping branch to assign to a sales order when a Shipping Branch Override is not assigned to the customer.
*Applies to Customer & Employee modes.
Best Practice: User Preference.
Hide Account Inquiry Button in WOE
HIGHLY RECOMMENDED to review & set this control file
Best Practice: Set to Y and control at the Customer and/or Contact Level. The AR Inquiry will provide sensitive information such as the customer's credit limit, when they made their last payment, and how much they owe. Only authorized users should have access to this information.
Hide Order History in WOE
Best Practice: Set to N for the best customer experience.
User to Get Tracker When Order is on Credit Hold
This control file is now supported in OE Touch for Kiosk Mode. The user(s) entered in this branch specific control file will receive a job queue when an order is placed through Kiosk mode that is on credit hold.
*Applies to Customer & Employee modes.
Best Practice: Enter the user or users who has authorization to release orders that are on credit hold. When an order is placed through the Kiosk that ends up on credit hold, it should be resolved as quickly as possible since the person is in the branch and ready to pick up their product.
ROE Discount Applicable Order Types
HIGHLY RECOMMENDED to review & set this control file
The first 5 remote order types must be listed in exactly the same order as displayed below. In order to take advantage of OE Touch discounts, add the MBL order type to the bottom of this control file. The RDC order type applies to StockRoom orders and may also be added below the first five types. This control file is for setting up remote order discounts that apply to the entire order. For more information on setting up OE Touch discounts, see the "OE Touch Discounts in Eclipse" article here.
Default E-mail From Name
Set the default From email address for the Mobile Order Entry Submit activity trigger, used for orders placed by customers, or for orders placed by employees where the email address in User Maintenance is not set. See the Activity Trigger article for more information.
Best Practice: Set a valid email address within your domain.
Require E-mail and Phone Number In WOE
*New in release 3.9.0
When set to Y, users are required to enter the email address and phone number for the Ordered By contact in checkout.
*Applies to Customer & Employee modes.
Best Practice: User Preference.
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