OE Touch Maintenance & User Defined Screens

This screen can be accessed through Customer File Maintenance by using the Remote hotkey. Settings on this screen will apply to all Customer Contact Users on this account. Some of these can also be overridden at the contact level, and are noted as such in the description of the individual field.

1. Default User Messaged Upon Log In

When a customer logs into the app a user, multiple users, or message group may be notified. This will also send a message when a customer opens the app from being in the background.

2. Default User Messaged With New Order #

When a customer creates an order in the app, a user, multiple users, or message group may be notified with the order number.

Note: When accessing the Remote Order Review queue, you may search for all orders created through the app and narrow them by this user.

3. Default User Messaged with Order Changes

We now support this field when a customer approves a quote in the app. This is the user or message group who will receive the notification when the order is approved.

4. Round to Sell Pack Qty on Remote Orders

This allows you to specify if you want your customers to be able to break sell pack in the app. There are two options: Warn and Force. Both will prompt a message to the user upon checkout and Force will not allow them to continue without either fixing the quantity or removing the item from the order. This overrides the control file, Round to Minimum Package Quantity in WOE.

5. Display Product Availability

This will override the Eclipse Control File, Display Product Availability in WOE, which allows you to define how availability will display in the app. This can be overridden at the contact level and if not set, will default to the control file setting. Please note there are separate settings for employees in the control file, Innovo Show Availability for Employees.

6. Show Availability for Branches

This setting defines how availability displayed in the app is calculated. If not set, the control file, Show Availability for Branches in WOE, will be used.

7. Remote/WOE Order Entry Discount%

This setting will apply a remote discount to any order placed through the app. This discount is applied without any payment terms conditions. This setting can be overridden for OE Touch orders using the Innovo Customer UD screen. Please see our OE Touch Discounts in Eclipse document for more information.

8. Valid Stats Hotkey

This allows you to limit the order statuses a customer may use in the app. If not set, the only available status will be B-Bid. This can be overridden by contact on the Innovo contact UD screen.

9. Ship Via Hotkey

This allows you to limit the ship via options displayed in the app at a customer level. If not set, the app will use the setting in the control file, Valid WOE Ship Vias.

If there is a default ship via listed in Customer Maintenance, and that ship via is listed in the Valid WOE Ship Vias control file or 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.

This screen can be accessed through Customer Remote Maintenance by using the WOE hotkey. Settings on this screen will override control files and may have overrides available at the contact level as well.

1. Display ID

This allows you to use a template drill down category structure. Drill Down Template maintenance can be found on the Web Commerce custom menu. If you don’t have that menu item and would like to utilize this feature, contact support@goinnovo.com.

For more information on the Drill Down Templates, view our drill down documentation here.

2. Hide Order History (Y/N)

If set to Y, this will hide invoices, open orders and quotes from appearing in the app. This may be overridden at the contact level. If neither the customer nor contact is set, the control file, Hide Order History In WOE, will be respected.

3. Hide Account Inquiry Button (Y/N)

If set to Y, this will hide account inquiry from appearing in the app. This may be overridden at the contact level. If neither the customer nor contact is set, the control file, Hide Account Inquiry Button In WOE, will be respected.

4. Display Catalog Products (Y/N)

If enabled (Set to Y), products in the catalog index will display. If not set, the control file, Display Catalog Products in WOE, will be respected.

5. Enable Ship Branch Override (Y/N)

If set to Y, the customer can override the ship branch during the checkout process based on the ship-via selected according to the control file, WOE Ship Branch Override. A setting of blank will follow the control file setting.

6. Enable Ship-to Editing (Y/N)

If set to Y, the customer can override the shipping address during the checkout process. These changes apply to the order only, not the customer file. Leaving this field blank will respect the control file, Enable Ship-To Editing in WOE.

Shipping Branch Override - When OE Touch creates an order in Eclipse, it will check this field and override the order home branch with the branch set here.

Required Date Lead Time -  We now respect the Required Date Lead Time days field in Additional Customer Information. This is the number of days from today for their default required date. This field overrides the control file, Innovo OE Touch Required Date Lead Time (Days).

Use the WOE hotkey to access the Contact WOE Parameters screen. These settings will override control file settings as well as any customer maintenance screen settings above for only the contact you have selected.

Please note for these settings to take effect, the Eclipse contact MUST be given a WOE login prior to being invited in the Innovo Customer Portal. The customer can then use their WOE credentials or portal credentials to log into the app.

1. Hide Account Inquiry Button (Y/N)

If set to Y, this will hide account inquiry from appearing in the app for this contact. If not set, the customer setting will be respected. If there is no customer setting then the control file, Hide Account Inquiry Button in WOE, will be respected.

2. Hide Order History Button (Y/N)

If set to Y, this will hide invoices, open orders and quotes from appearing in the app. If not set, the customer setting will be respected. If there is nothing set at the customer level, the control file, Hide Order History Button in WOE, will be respected.

3. Enable Ship Branch Override (Y/N)

If set to Y, the customer can override the ship branch during the checkout process based on the ship-via selected according to the WOE control file, WOE Ship Branch Override. A blank setting will respect the customer setting.

4. Enable Ship-to Editing (Y/N)

If set to Y, the customer can override the shipping address during the checkout process. These changes apply to the order only, not the customer file. A blank setting will respect the customer setting.

Use the WOE Description on the Additional Information screen to override the description that will display in the app. Otherwise, the ship via code at the top of Ship Via Maintenance will display.

Settings on this screen will override control files and will apply to the selected customer only. The app will look to the ship-to customer setting and if not set, will inherit from the bill-to customer.

1. Hide Avail Date in OE Touch

Checking this box will allow you to hide the plenty date in the availability section for this customer. You can hide the date for all customers by enabling the control file, Innovo Availability Display Options.

2. Display Nonstock Pricing

This setting overrides the control file, Innovo Display Nonstock Pricing. If set, pricing will be displayed. If set to No, "Call for pricing" will be displayed for nonstock products.  

3. OE Touch Remote Discount%

This allows you to specify a separate OE Touch discount, different than the remote/WOE discount on the Remote Order Entry Parameters screen. If this value is set, it will override the standard remote discount otherwise it will use the standard remote discount. Please see our OE Touch Discounts in Eclipse document for more information.

4. OE Touch Remove Drill Downs

This setting overrides the control file, Innovo OE Touch Remove Drill Downs Default. If set to yes, the Shop page will not display drill downs for this customer.

5. OE Touch Login Timeout (Hours)

This setting overrides the control file, Innovo OE Touch Set Login Timeout (Hours). If set, the app will auto-log this customer off after the specified amount of idle time.

6. OE Touch Include Expired Bids

This setting overrides the control file, Innovo OE Touch Include Expired Bids. If set to Y, expired bids will display in the Quotes section of the app and will show a red label for Expired.

7. OE Touch Sales Source Override

This setting overrides the control file, Innovo OE Touch Sales Source. In customer mode, this will be used as the sales source if set. It will also be the sales source for Employee orders unless the sales source override is set at in the Users UD Screen.

8. Print Styles

This setting overrides the control file, Innovo OE Touch Print Style Overrides on Email. These print styles are used when emailing directly from the app and can also be overridden at the contact level in the Contact UD Maintenance Screen.

9. Price Lines

This setting works in conjunction with the control file, Innovo OE Touch Exclude Price Lines.

10. Product Statuses

This allows you to override the control file, Valid WOE Product Statuses, for this customer. For example, if you have the control file set to Stock and Non-Stock, you can set this to Stock so this customer will only see Stock products.

Please note for these settings to take effect, the Eclipse contact MUST be given a WOE login prior to being invited in the Innovo Customer Portal. The customer can then use their WOE credentials or portal credentials to log into the app. Settings in this screen will override control files and customer settings and apply to the selected contact only.

1. Email Allowed

By default, customers cannot email quotes, open orders, and invoices from the Order Detail page. You can enable this on a contact-by-contact level using this field or for all customers using the control file, Innovo OE Touch Allow Contacts to Email Orders Default.

2. Hide Pricing

If set to yes, the app will display “Call for Pricing” in Product Search, Product Detail, Reorder Pad, Order Detail, and A/R Invoices within the App.

3. Disable Account Review

This setting will remove the Review Information section of the My Account page. This includes quotes, open orders, invoices, and account inquiry. If not set, the customer setting will be used. If nothing is set at the customer level, then the control file, Hide Order History Button in WOE, will be respected.

4. Disable Order Submit

When set to Y, this setting will restrict a customer from creating orders through the app.

5. Availability Option

This setting will override the customer setting to determine how availability will display in the app. The options are:

• Show w/ Qty - Show quantity if available and plenty date if not available
• Show w/o Qty - Show either “In Stock” or “Out of Stock”
• Hide - Display “Call for Availability”
• Qty w/o Date - Show quantity if available and “Call for Availability” if not available.

If nothing is set at the customer level, then the control file, Innovo Availability Display Options, will be respected.

6. Display List Price

This setting will override the control file, Innovo OE Touch Display List Price. If set to Y, list price will display on the product detail page but only if greater than customer specific pricing.

If Display List Price is set to Yes, this contact will see list price if greater than customer pricing, even if Hide Pricing is set to Y

7. Allow Credit Orders

This will allow a customer to create a credit order in OE Touch.

8. View Only Groups

This will allow you to control whether or not a customer user can edit product groups in the app.

The options are:

• View Only - the user can view and order from any of the product groups, but they will not be able to create new groups or edit any of the existing groups
• Create New - the user can view and order from any existing product groups but can only edit those groups they create. Please note, for any groups they did not create they will be able to copy to a new group where they can edit.
• Full Edit - Users with this setting can view, order from, create, and edit product groups

If set to blank, we assume Full Edit to make this feature backwards compatible.

9. Restrict Ordering to Product Groups

*New in release 3.9.0

This will allow you to restrict users to only purchase products that are contained in Product Groups for the selected ship-to account. The user can view other products such as in Shop or Reorder Pad, but they will not be allowed to add products to their cart unless they are contained in a product group for the customer.

In the example below, the cart icon only appears next to the first product, as the other products are not in the customer's product groups.

10. Default to Bill-To/Ship-To Customer

When a customer logs into OE Touch and they have access to multiple ship-to’s, they are forced to choose a valid ship-to account before entering the app. This setting allows you to default the ship-to customer in the app to the bill-to/ship-to so your customer does not have to choose upon login. At any point, the ship-to can be changed by going to My Account/My Profile and tapping on the ship-to address. Note: If this field is not set, the system will look at the global control file, Innovo OE Touch Default Ship-to Address to Bill-to. 

11. Branches

This screen allows you to do the following:

• Ship Branch: Set a default ship branch different than the customer the contact is associated with.
• Specify the list of branches available to the customer in the app - used for availability calculations and changing the ship branch during checkout. By default, the contact uses the available branches set up for the customer they are associated with.

12. Valid Stats

This setting overrides the statuses defined at the customer level. If set, this contact will only be able to create orders for these statuses.

13. Approval

This screen allows you to enter in the contact’s manager email that will be used in the order approval process.

You can set an Approval Threshold amount where any orders at or above the set amount will be forwarded to the manager(s) for approval. Any orders below the set amount will not go through the approval process and will create a sales order. *New in release 3.9.0

See our Order Approval document for more information.

14. Print Styles

This setting overrides the Customer UD setting for print styles. These print styles are used when emailing directly from the app. If nothing is set here or at the customer level, then the control file, Innovo OE Touch Print Style Overrides on Email, will be respected.

15. Notifications

Order Notifications

Checking this box will send a push notification to an OE Touch customer when the appropriate Activity Trigger is invoked in Eclipse. Please see our Smart Notifications document for more information.

OE Touch Only

Checking this box will enable order notifications only for orders created via OE Touch.

Delivery Notification

Checking this box will send a push notification to an OE Touch customer when their order has been delivered using the Innovo Deliver application.

Note: this screen is accessible via Eterm only.

Settings on this screen will override control files and apply to only the selected user (Employee).

1. Valid Order Stats

This setting overrides the control file, Innovo OE Touch Valid Order Statuses for Employees, and controls the order statuses displayed in the app.

2. Show Availability

This setting will override the customer setting (found on the Customer Remote Maintenance screen).

3. Valid Ship Vias

This setting overrides the control file, Innovo OE Touch Valid Ship Vias for Employees.

4. Disable Credits

By default, an employee can create a credit order in OE Touch. If this field is set to Y, they will no longer be able to create credits.

5. Sales Source

When an order is created by an employee, the sales source used on the order adheres to the control file, Innovo OE Touch Sales Source for Employees, and if not set, uses the value in the control file, Innovo OE Touch Sales Source. You have the ability to override the sales source when a specific employee creates an order by setting this field.

6. Order Views

By default, employees can only see price in the OE Touch shopping cart and existing quotes. You can now assign Order Views to your employees so they can see cost and edit price, if authorized with their standard Eclipse authorization keys.

The available Order View are:

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

Note: Cost is Comm Cost.

Authorization Key Notes:

• In order to edit price in the app, the user must be given at least one of these views and have the authorization key, SOE.OPEN.PRICE.EDIT.
• In order to see cost in the app, the user must be given either the COGS or Cost view and have authorization keys, COGS.VIEW and COST.VIEW respectively.
• In the Unit Price / Formula view, OE Touch respects the same logic in SOE that only allows users to see the basis fields for which they are authorized for using authorization key OE.PRICE.VIEW.LEVEL
• In the Unit Price / Formula view, the user must have authorization key SOE.COST.EDIT to see and edit basis fields Order COGS and Order Comm

These views are available in both the shopping cart and existing quote screens.

In order to edit an existing quote, the following must be true:

• The user is assigned at least one of the above Order Views
• The user is assigned authorization key, SOE.OPEN.PRICE.EDIT
• Quote is not expired

7. Display List Price

This setting overrides the control file, Innovo OE Touch Display List Price, and determines whether the employee can see list price in the app.

8. Enable Camera for Images not Found

Enter a Y for any employee users you'd like to have the ability to take a photo of a product that does not currently have one to display in the app. The photo will be saved on your imaging server* and displayed in the app in the future for that product.

*Requires Document Imaging

These settings will apply to the Branch Detail page of the app.

1. Weekday Hours

These hours will display on the Branch Detail page of the app.

2. Weekend Hours

These hours will display on the Branch Detail page of the app.

3. Hide Branch

If set to yes, this branch will not display on the Branches page of the app and will be excluded from the availability calculation as well.