Eclipse Settings Breakdown

Required Control Files

• Show Availability for Branches in WOE
• Display Product Availability in WOE

Please note: Each of these control file settings can be overridden at the customer level in Customer Remote Maintenance and are detailed below

Other Control Files

• Display Catalog Products in WOE
• Innovo Availability Display Options
• Innovo Show Availability for Employees
• Innovo OE Touch Disable Display of Order Availability
• Innovo OE Touch Display Availability on Checkout
• Innovo OE Touch Show Consignment Availability
• Innovo OE Touch Johnstone DC Branch Inventory

Please see the Eclipse Control File and Innovo Control File documentation for more information on these control files

OE Touch will calculate availability using the branches set in control file, Show Availability for Branches in WOE. The available settings are:

• Ship Branch
• Home Territory
• Auth Branches
• All Branches

This setting can be overridden at the customer level using the Customer Remote Maintenance screen.

TIP: We suggest setting Authorized Branches.

There are four possible options for how you want availability displayed in the app:

• Show w/ Qty (will display quantity if available and plenty date if not)
• Show w/o Qty (will display "In Stock" when available and "Out of Stock" when not available)
• Show w/o Date (will display quantity if available and "Call" if not)
• Hide (will always display "Call" regardless of availability)

The Show w/o Date option is only available when overriding availability at the contact level on the Innovo UD contact screen or when setting for your employees in the control file, Innovo Show Availability for Employees. However, you probably want to set this control file to Show w/ Qty to give them the most information. If there is an employee you want to see something different, there is an override available at the Innovo UD user maintenance screen.

If you want to utilize the Show w/o Date option for all customers (recommended), you will need to enable the control file, Innovo Availability Display Options. Set the "Hide Availability Date for Show w/ Qty" to Y. If you do not set any of the remaining settings, OE Touch will display the quantity if available and "Call" for any stock or non-stock item that is not available. You do have the option here of changing "Call" to a different message and you can set different messages for stock and non-stock items. By default, we define a stock item as displaying "Stock" on the main screen of Product Maintenance. If you want to define it using the branch flags (Y, N, -) you can do so by setting the "Define Stock Status" field to "Branch". This will use the default ship branch of the customer to determine stock status.

TIP: We suggest setting Show w/ Qty but in this case, set the control file Innovo Availability Display Options to Hide Availability Date to Y which will hide the date for your customers but still display for your salespeople.

The control file, Valid WOE Product Statuses, allows you to specify what product statuses to include. Most customers set this to Stock and Nonstock, however if you only want your customers to see Stock but want to give your salespeople the ability to see both Stock and Nonstock you can set this control file to Stock and then set control file, Innovo OE Touch Display Nonstock Products for Employees, to yes. In the latest release, 3.4.0, you can also override the statuses at the customer level using the Innovo UD customer screen.

By default, OE Touch respects the control file settings for WOE Allowed Price Lines and WOE Restrict Customers to Specified Price Lines. However, we've added one of our own that makes more sense. You can set Innovo OE Touch Exclude Price Lines and if that is set, it will exclude all products in the specified price line from displaying in the app. It will then ignore anything set in the aforementioned control files. If the Innovo control file is blank, it will respect the WOE control files. In addition to the control file, you can set price lines to be excluded at the customer level on the Innovo UD customer screen.

By default, Catalog items are excluded. The control file, Display Catalog Products in WOE, allows you to include or exclude catalog products in the product search results and drill down categories. You can also override this setting at the customer level in the B2B/WOE Remote Order Entry Parameters screen. The control file, Innovo OE Touch Search Catalog Override for Employees, allows you to override the control file, Display Catalog Products in WOE, for employees only.

Please note that product search may take longer when including products in the Catalog index.

• Innovo OE Touch Part Number Display, by default the first two words of the product description in Eclipse will be displayed on the top blue bar. If you would like to display the Eclipse product# instead, you can do that by setting this control file to Internal Product ID. In Release 3.4.0 the Product# will always display in salesperson mode.
• Innovo OE Touch Display List Price, by default only the customer price will display. If you want to also display List Price, you can enable this control file and list price will display if and only if it's greater than the customer's price. There is also a UD override at the contact level to turn this on/off per contact.
• Display All Quantity Breaks in WOE, if enabled and there are quantity breaks set up for this product/customer you will see an info button located next to the price. If you tap on this button, you will see the list of quantity breaks. By default, the smallest break appears at the top of the page and the largest at the bottom. If you want to switch the order you can enable control file, Innovo OE Touch Default Qty Break List Largest to Smallest.
• Innovo OE Touch Display Messages in Product Detail, this allows you to turn on two types of messages. The first message is for Nonstock products. If the product is a Nonstock (setting on main Product in Eclipse) and you have a Nonstock message in control file, Nonstock Comment, that message will display in blue in the product description section. The second message is Reminder Messages. You can enable Reminder Messages to display for all products or limit to a specific set of price lines. Reminder messages will be displayed next to Pack Qty with a red flag. If you tap on the flag, the message will display. If you want to limit to only show reminder messages for a list of price lines, you can set control file, Innovo OE Touch Show Reminder Messages for Price Lines.
• Innovo OE Touch Display Related Products, this allows you to display add-ons, substitutes and required items in Product Detail.
• Innovo OE Touch Display Ship Branch Availability, this allows you to display the availability at the current shipping branch in addition to the network availability.

OE Touch will display product images (full size and thumbnail) if you currently have them set up in your PDW or as attachments to the product using document imaging. We also support the Product External References fields for DDE agents NOVOF for full size and NOVOT for thumbnail. If a full size isn't set but a thumbnail is, OE Touch will use that thumbnail for both. This is also true if there is no thumbnail but there is a full size.

If you are using PDW images, you must have the control file, Setting WOE, PDW Image Priorities, IMG, set up correctly.

If you are using document imaging, you must verify the image path is available externally. You can use the control file, WOE IP Address (If Different From URL Home Address) to enable that process. If they are not externally availability, you must contact Eclipse support. We do not offer any training on document imaging. You should also set control file, Innovo Exclude Product Image Profiles, if there are certain profiles you don't want OE Touch to look at when selecting the product image.

If you want Spec Sheets or any other external URL to display in the Additional Information screen, you can use PDW and Product External References. If you use the PDW, the flag at the Meta Item level, Data Type must be set to Web URL. In addition, any agent set in Product External References will display in OE Touch unless it's NOVOF or NOVOT.

If you are using the PDW, you can have different attributes display in the Additional Information screen. To do this, you must set the meta item to Display in WOE yes.

The first thing you'll want to think about is, "Who gets notified when an order is created?".

• All orders that get created through OE Touch are sent to the Remote Order Entry Review Queue (off of your Orders/Queues menu) with a source of "MBL"
• An Eclipse user, group of users, or message group can be notified through the Eclipse messaging system using the Customer Remote setting, Default User Messaged With New Order #
• An email can be sent with a copy of the PDF to a single email address or distribution list by setting up an Activity Trigger off of the customer on activity, "Mobile Order Entry Submit". Note: you can use **AUTO** as the To email address in the trigger and it will email just the contact that created the order from the app. This seems to be a popular option. TIP: Leave the subject field blank and Eclipse will automatically fill in the sales order# and customer's PO#.

We recommend you only enable your customers to create bids. By default, if no other statuses are set up, Bid is the only one they have access to. However, if you want certain customers or specific contacts associated to those customers to create live orders, the hierarchy is the following. Please note, OE Touch does not respect statuses Pick Up Now or Invoice.

• Contact UD Screen - Valid Status hotkey
• Customer Remote Maintenance - Valid Stats hotkey

Employees by default will respect the same statuses set up at the customer; however, you can set up employees to have different statuses than the customer using control file, Innovo OE Touch Valid Order Statuses for Employees. If this is set, all employee users will have this list of statuses. You can also override individual employees using the User Maintenance UD Screen setting for Valid Order Stats.

For customers, you can actually turn off the status field from being displayed during checkout altogether. There is a control file, Innovo OE Touch Use Ship Via to Determine Status, that will use the default status set on the ship via selected on checkout. If the ship via does not have a status, it will default to bid.

Please note, the order in which the statuses are listed will be the order in which they appear within the app.

You can set up a specific list of ship vias that are used in the app at the control file level which can be overridden at the customer and user levels. If none are set, the app will allow the user to select any valid ship via in your system, sorted alphanumerically.

There is a control file, Valid WOE Ship Vias, where you can specify the ship vias the customer will see in the app, in the order listed. You can override these at the customer level using the Ship Vias hotkey located off of Customer Remote Maintenance.

If you want salespeople to have a different list of available ship vias, you can set those in the control file, Innovo OE Touch Valid User Ship Vias. You can override these at the user level on the Innovo User UD screen.

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.

Please note, you can use the WOE Desc hotkey off of Ship Via Maintenance to override the description of the ship via in the app. Otherwise, the ship via displays exactly the way it displays in the Eclipse sales order.

When a customer logs into the app or a salesperson selects a customer, we determine what ship branch and price branch the app will use when an order is created. The hierarchy is as follows:

When a contact logs in,

• Look to see if there is a ship branch override at the contact level on the Innovo Contact UD screen
• Look to see if there is a ship branch override at the ship-to customer level on the Customer Maintenance Misc screen
• Look to see if there is a ship branch override at the bill-to customer level on the Customer Maintenance Misc screen
• Look to see if there is a ship branch override in the control file, Shipping Branch Override for SOE according to the home branch set up at the ship-to customer level and if not set, the bill-to customer level
• Use the ship-to home branch
• Use the bill-to home branch

When a salesperson logs in, the above hierarchy is used except for the first step.

For the price branch hierarchy, we use the following:

• Look to see if there is a price branch override at the ship-to customer level on the Customer Maintenance Misc screen
• Look to see if there is a price branch override at the bill-to customer level on the Customer Maintenance Misc screen
• Use the ship-to home branch
• Use the bill-to home branch

The default ship branch can be overridden during the checkout process based on the ship-via selected. The control file, WOE Ship Branch Override, can be used to enable the user to override the ship branch but only if one of the ship vias set in the control file is selected.

You have the ability to override the sales source used when an order is created. By default, the system will use the sales source in the control file, Innovo OE Touch Sales Source. If you want salespeople to have different sales sources than customers, you can use the control file, Innovo OE Touch Sales Source for Employees to separate them. If this is not set, the system will use the default above.

You also have the ability to override the sales source on individual customers or at the user level when salespeople are creating the order. The customer override can be found on the Innovo Customer UD screen and the salesperson override on the Innovo User UD screen.

Please note, if no sales source is defined, "MBL" will be used as the sales source.

You also have the ability to override the writer of the order with different rules for when a customer creates the order versus a salesperson.

When a customer creates the order, the system will look at the control file, Innovo OE Touch Order Writer to determine the writer. You have the option to set a default user ID as the order writer for all mobile orders such as OETOUCH or MOBILE. Or you can still allow your salesperson to receive credit for the sale by always using either the inside or outside salesperson of the customer as the writer. Please note, if using the inside or outside salesperson and that field is blank in the customer file it will use whatever is set in the Default Order Writer field. If the Default Order Writer field is blank, the order writer will appear as "MBL" on the order.

When a salesperson creates the order, their user ID will be used as the order writer by default. You do have the ability to override to either the inside or outside salesperson of the customer by selecting the appropriate field in the control file, Innovo OE Touch Order Writer for Employees.

• You can set a discount to be used on all remote orders or just on OE Touch orders. More information can be found here.
• You can force a round to sell pack (or just warn user) by setting control file, Round to Minimum Package Quantity in WOE, or you can override at the customer level on the Remote Customer Maintenance parameters screen.

There are a number of ways to customize the look and feel of the Order Detail screen. If not specified, these settings are respected regardless of the order type you are viewing - quotes, open orders, invoices.