StockRoom Eclipse Maintenance & User Defined Screens

Set the Default Ship Via to appear on all StockRoom orders for this customer. If not set, the ship via will be blank.

These settings can be found in Customer Maintenance -> Remote

1. Default User Messaged with New Order #

This user will receive an Eclipse message when a new order is created via StockRoom. This can be a single user, multi-list, or message group.

2. RDC and Pocket OE Default Order Status

This is the default order setting for StockRoom orders. The default order status is B - Bid, which is our best practice recommendation.

3. Round to Sell Pack Qty on Remote Orders

This setting will determine if a quantity will be rounded to the nearest sell pack quantity for the product.

• No - the system will not round to sell pack quantity
• Force - the system rounds the order quantity

Note: There is a control file, Round to Sell Package Quantity on RDC and Pocket OE Orders, that can be used globally to set this flag for all customers. This setting will override the control file setting.

Best Practice: Set the control file to F (Force) for all customers, and set this customer level override to N (No) for consignment customers.

4. Display Product Availability

This 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, Display Product Availability in WOE.

5. Show Availability for Branches

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

The Innovo Mobile Customer Authorizations Screen can be reached by going to customer maintenance, loading the customer and then pressing Alt-F1 (Eterm) or Ctrl-F1 (Solar). The function key may differ if your system already has a screen in the F1 position, so you may need to try Alt or Ctrl-F2, etc. Then Select the StockRoom submenu by pressing Alt-R (Eterm) or Ctrl-R (Solar)

1. Edit Customer Part Numbers

This setting allows or prevents the ship-to customer from being able to edit Customer Part Numbers on the device. If set to “Yes” the customer can edit or delete part numbers, locations, and min/max quantities. If set to "No" or left blank, the customer cannot edit or delete part numbers, locations, or min/max quantities.

2. Product Download

This setting controls the ship-to customer from being able to download the Product file (products outside of their customer part number list) to the device. If set to “Stock”, the customer can download all stock products from the product file. If set to “Nonstock” the customer can download nonstock products that meet the criteria of control file, Innovo Top Nonstock Price Lines. If set to “None” the customer will not be able to access any products other than their predefined customer part numbers and the Products menu item will not appear on the home page of StockRoom.

3. Order Modes

This setting controls whether the customer can place orders in Orders Mode, Stock Levels Mode or both. By default, customers can do both Orders and Stock Levels. If set to blank or All, both Orders and Stock Levels will be options under New Order and/or Usage. Set this to Orders or Stock Levels to allow this contact to only see Orders or Stock Levels respectively.

4. Order Types

This setting controls whether a customer can create Orders, Usages, or both. By default, customers can create both Orders and Usages. If set to blank or All, both Orders and Usage will display in the main menu. Set this to Orders or Usage to allow only orders or usages respectively.

5. Customer PO# Label

If set, this text will overwrite the Purchase Order Number label during the checkout process in StockRoom. This field will display up to 14 characters in the App, after which "..." will be shown.

6. Release Number Label

If set, this text will overwrite the Release Number label during the checkout process in StockRoom. This field will display up to 17 characters in the App, after which "..." will be shown.

7. Remote Discount %

By default, if the Remote Discount % field is set in Customer Maintenance / Remote it will be used for Stockroom orders. This setting will override the discount % to be used on Stockroom orders. For example, if you enter 5 that would mean you are giving a 5% discount on all StockRoom orders for this customer. Note this applies to salesperson and customer orders.

8. Enable Returns Mode

Enabling Returns Mode will give your customer the option of selecting Returns as the order mode when in the New Order screen in the app.

9. Inventory Branch for Consignment

For consignment customers, enter the branch the consignment inventory is associated with, if different than the customer's home branch.

10. Separate Line Items by Job on Order Consolidation

When Order Consolidation is enabled in StockRoom using Usage, multiple usages (jobs) submitted to Eclipse at the same time will be consolidated into a single Eclipse order. By default, if the same product is used across multiple jobs, that product will be consolidated onto a single line item. Enabling this setting will add the product as a separate line item for each job, and will add the job name as a line item comment to every product.

Note: This feature is only supported when using Usage in Orders mode.

1. Hide Pricing

Setting this flag to “Y” will hide pricing from the customer in StockRoom. Pricing is displayed by default on the product detail page.

2. Availability Option

This allows you to control at a contact level how the availability will display on the product detail page. By default, the app will display the availability according to the control file, Display Product Availability in WOE. This can be overridden at the customer level on the remote maintenance screen, Display Product Availability. This setting overrides the customer.