Approve Existing Quotes

You can now designate a Quote in Eclipse as “Complete” and allow the customer to “Approve” it through OE Touch.

• This will keep negotiated pricing intact
• The same order number will be used
• Once a quote is designated as “approved” by the customer in the app, the user specified in Default User Messaged With Order Changes (Customer Maintenance -> Remote) will receive a message and the order will be sent to the Remote Review Queue

After a quote/bid is generated either by an employee in Eclipse, or by the customer in OE Touch, that quote can be made available for the customer to "approve" in OE Touch using the ship via entered in the Innovo OE Touch Quote Approval control file.

An Approve button will display at the top of the screen when the user selects that quote in My Account. 

When the customer taps on the Approve button, they will be able to enter the following information:

• Customer PO# (Required)
• Release Number
• Required Date
• Ship Via (Required)
• Shipping Instructions

When the customer taps Approve again, the order will go to the Remote Order Review Queue in Eclipse and a message will be sent to the user(s) designated in the User To Be Messaged with Order Changes on the customer remote order entry parameters screen.

Set up the Control File Innovo OE Touch Quote 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.

Be sure to include your newly set control file in your Innovo OE Touch Valid Ship Vias for Employees control File. If this control file is currently blank, you will need to add all of the valid customer ship vias (from the Valid WOE Ship Vias control file) to this control file as well.

Remote Order Entry Parameters > Default User Messaged With Order Changes

The user(s) designated in this field will receive an Eclipse message when an order is approved.