Shipping Information
The following fields are available on the shipping information screen:
- Customer PO# (may be required)
- Release Number (may be required)
- Required date (defaults to next day)
- Order Status
- Ship Via
- Ship Branch (optional based on selected Ship Via)
- Shipping Instructions
- Internal Notes (salesperson mode only)
The Ship Branch field will display based on the selected Ship Via. For example, on a Will Call or Pick Up order the Ship Branch may appear to allow the user to specify where they will pick up the material. On a delivery or UPS order the ship branch will use the default.
In Apple Release 3.3.0 we introduce the Order Contact section which allows a salesperson to enter in the Ordered By along with their phone number and email address. This Order Contact respects any authorized buyers set up on the Customer account and will give the user an option to select the correct buyer. If the Eclipse system validates Ordered By with the contact file, the phone and email address will be auto-populated from the contact file. Otherwise, these are free-form fields that can be entered by the salesperson. When logged in as a customer, the name field will display the logged in contact name (non-editable) and the phone and email fields will be auto-populated from the contact file. Those two fields can be overridden for this order only.
Apple
Android
Review Order
The Review Order screen is a summary of the order.
- View, Edit, and Change the Shipping Address
- Order Subtotal (excluding freight, handling, tax)
- View, Edit, and Delete product details
Based on settings in the ERP system, the availability of each product is displayed based on the Ship Branch selected or the default Ship Branch on the previous screen. In the above example, there is a green bar displayed with the Order Subtotal. The green bar indicates that all products are available in that shipping branch. You will also see a green check mark with an "In Stock" label displayed for each product.
Availability Issues
This next example shows the result when one or more items is not available. In this example, the second item in the cart is only partially available in the Ship Branch. In this case "In Sock" is changed to "Partial Stock" and shows the total quantity available. The green bar is also changed to yellow and shows a warning icon. When you tap on the warning icon an alert will display and then on dismiss, all of the incomplete line items will move to the top.
Availability Issues
In this example there is an item in the cart not available anywhere in the customers' authorized network of branches. The bar will change to red, also displaying the warning icon, and the label will display to a user defined label defined in the ERP system - in this case "Call for Avail". Note you can still submit the order however some items may not be available for immediate pickup.
Order Confirmation
Once the order is submitted, an order confirmation screen will display. From this screen you can email the order to yourself, customer, or manager as well as add the entire order to a product group.
Comments
Please sign in to leave a comment.