StockRoom Control Files

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 will hide pricing in customer mode on the price lines specified in this control file.

*Applies to Customer Mode Only

By default, when creating a consignment order in Orders mode, it's created as a consignment billing. This control file allows you to override that to a consignment transfer. The options are:

• Billing - creates a consignment billing in Eclipse (this is the default if left blank)
• Transfers - creates a consignment transfer in Eclipse

*Applies to Employee Mode

This setting will control how the customer name displays in the app when searching for a customer and then once a customer is saved to the device. The default is customer name but often times the customer index is more appropriate.

*Applies to Customer and Employee Modes

This control file allows you to display "in-transit" quantities for consignment customers. When enabled, StockRoom will consider any order invoiced in the past week that does not have a signature as "in-transit", meaning the customer does not physically have the material.

*Applies to Customer and Employee Modes

When creating a Stock Levels order and an item is below the min, StockRoom takes into account open order quantities for that product when determining how much to order to replenish to the max. By default, any open credit quantity is included in this calculation.

*Applies to Customer and Employee Modes

When creating a Stock Levels order and an item is below the min, StockRoom takes into account open order quantities for that product when determining how much to order to replenish to the max. By default, all open orders are considered, regardless of order source. If you only want to include orders that were created through StockRoom to be considered for this calculation, you will want to enable this control file.

*Applies to Customer and Employee Modes

By default, when entering a new order or a usage in Stock Levels mode, StockRoom will only check the default shipping branch for open order quantities when calculating how much to order. When set to Y, StockRoom will check All branches for open orders on the ship-to, not just orders shipping from the default shipping branch. The Qty on Order will reflect the sum of open order quantities from all branches, and the Qty to Order will be adjusted accordingly.

*Applies to Customer and Employee Modes

By default, the remote discount set up in customer maintenance -> remote applies to StockRoom orders. You can override this on the Innovo user defined screen off of customer maintenance. However, if you don't want to apply a discount to any Stockroom order by default, set this to control file to Yes. Note: Any discount set up on our user defined screen will override this setting but not on customer maintenance -> remote.

*Applies to Customer and Employee Modes

To enable the Stockroom Product History button in the Product Detail screen, set Enabled to Y.

The Max Counts field is optional. If left blank, all Stockroom product history records will be shown. To limit the product history shown to the last # amount of records, enter a number in the max counts field. For example, to only show the last 20 records, enter 20 in max counts.

For more information on Product History, click here.

 *Applies to Customer and Employee Modes

In Employee mode, the default order writer will be the employee logged into StockRoom. In Customer mode, the default order writer will be set to INNOVO unless you override the Default Order Writer field in this control file. You also have the option of using either the inside salesperson or outside salesperson on the account to be the writer. Setting to either the Inside Salesperson or Outside Salesperson will override both Employee and Customer mode.

Note: This control file is only available in Eterm, not Solar.

*Applies to Customer and Employee Modes

This control file limits the products that display on the device when nonstock products are synchronized to the device. By default, all nonstock products that have had activity in the system are synchronized to the device. Filter those products here by entering in only those lines you want to show on the device.

*Applies to Customer and Employee Modes

This control file provides the ability to enter an Eclipse User who will receive a message through the Eclipse messaging system, any time a new customer part number is added, changed (such as a change in min/max levels), or deleted with StockRoom.

*Applies to Customer and Employee Modes

The activity trigger RDC Order Entry is called when a new order is created through StockRoom. An option of that trigger is to email a CSV file with the order details. This control file allows you to set the order in which the products from the order appear in the file. The options are:

• Order (this is also the default if left blank)
• Customer Part Number
• Level (High to Low)
• Order Qty (High to Low)

*Applies to Customer and Employee Modes

This control file will automatically update the ship date to match the required date on new bids when set to Y.

*Applies to Customer and Employee Modes

Enter in a valid sales source for StockRoom orders. This sales source is reportable and also displays separately in the business summary detail.

*Applies to Customer and Employee Modes

This must be set in order to add a “Product Not Found” product to an order in StockRoom. Usually this will be a miscellaneous charge product that is used as a placeholder to store relevant information about a product that cannot be found in the database. StockRoom allows you to add a “Product Not Found” using the red button located on the bottom right-hand side of the Part Numbers page. If the user taps on that button, they can enter the part number, location, and any comment. This information will then be attached as a line item comment on the order.

*Applies to Customer and Employee Modes

This is a branch specific control file based on the ship branch of the order.

Administrator to Receive Order Errors - This user (or message group) will receive a report in their hold file any time an order is placed through StockRoom. This report will show the products ordered / counted, requested quantity, and quantity ordered.

Message Writer with Order Errors - If set to Yes, the writer of the order will be notified if any errors or warnings occurred during the order creation process. See Error Communication Method for type of notification.

Administrator to Receive Cycle Count Errors - If doing a cycle count from StockRoom, this user (or message group) will receive the cycle count report in Eclipse. This report will show products counted, customer part numbers, count quantity, count date, and min/max.

Error Communication Method - Select if the users will receive an Eclipse message or a job queue. If left blank, an Eclipse message will be sent.

*Applies to Customer and Employee Modes

This control file will determine if the order quantity is rounded to the nearest sell pack quantity. This can be overridden at the customer level on the Remote Parameters screen.

• N (No) - The system does not round the order quantity
• F (Force) - The system rounds the order quantity

Note: The W (Warn) setting is not supported in StockRoom.

*Applies to Customer and Employee Modes

This allows you to control how availability is displayed in the app. This can be overridden at the customer and contact levels. The available options are:

• Hide (display Call for Availability)
• Show w/ Qty (displays quantity available or plenty date if not available)
• Show w/o Qty (displays In Stock when available and Out of Stock when not available)

*Applies to Customer and Employee modes

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 Parameters Screen.

*Applies to Customer and Employee Modes

If you have the PDW, you will need to specify the meta item used in the app to display full size or 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 below) and then use F10 in the File Path to select the meta item. Or, to append a URL, leave the first M column blank (see below) and enter the URL in the File Path column. Enter an asterisk (*) in the second M column and then use F10 in the File Name 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.

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.

When product images are displayed in the app, we look at the control file, Setting WOE, PDW Image Priorities, IMG, 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

The StockRoom Email CSV File  activity trigger respects Activity Trigger Inheritance. If enabled on your system. For more information on setting up this activity trigger, click here.

The first 5 remote order types must be listed in exactly the same order as displayed below. In order to take advantage of StockRoom discounts, add the RDC order type to the bottom of this control file. The MBL order type applies to OE Touch 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.