In employee mode, you can access and download any ship-to customer you are authorized for in Eclipse. In customer mode, you will be presented with the list of authorized ship-to customers defined at the contact level in Eclipse.
Adding a Customer
When selecting the New Order or Usage menu items, you will be presented with the Customers screen.
To add a customer, press the plus icon in the upper right corner.
Note: The plus icon only appears in employee mode.
You can search for a customer using the following:
- Internal Eclipse ID (prefixed with a dot)
- Name
- Index
Select the desired customer to add to device.
Customer Settings
Alt. Name
The Alternate Name is a free-form field that allows you to change the display name of the customer in the app. By default, the customer name is displayed.
This is designed to allow you to easily find the customer. For example, if you have multiple ship-to customers with the same name, you can change the display to easily identify the customers.
At any point you can delete the alternate name.
Note: This is only saved on the device and has no impact on the customer file in Eclipse.
Mode
This will set the default order mode fo the customer when creating a New Order or New Usage.
Note: This can be overridden at the order level.
Confirm All Part Numbers on Order
When completing an order, you will be prompted if any product with a customer part number has not been added to the order.
The options are:
- Show which will display all items not on order
- Add which will add all items not already on order with a blank quantity
- Continue will continue to the Complete Order screen without adding any products
Part Numbers
This setting is only applicable in Orders Mode. In Stock Levels mode, you are required to enter a customer part number for every item on order.
- Allowed - when adding an item to an order without a customer part number, you are prompted if you want to create a new customer part number but is not required
- Required - when adding an item to an order without a customer part number, you will be required to enter a customer part number
- Disabled - you will not be prompted to add a customer part number
Remember PO/Rel#
This setting will automatically set the PO# and Release# to what was used on the last order.
Note: If there is a default PO# and/or Release# assigned to the customer, the defaults will be used.
Include Bill-To Part#
By default, StockRoom will display only those customer part numbers defined at the ship-to customer level. If none are defined at the ship-to, it will look to the bill-to.
if you want to include customers part numbers at both the ship-to and bill-to, enable this setting.
Note: only ship-to customer part numbers can be edited (when authorized).
Saving a Customer
To save the customer to the device, press Save.
Edit
The Edit button allows you to re-sequence the display of the customers and also allows you to delete customers. You can also delete a customer by swiping from right to left and pressing the Delete button.
Info
This screen allows you to change the Alternate Name and view customer address, default PO#, and default Release Number.
Settings
After the customer has been saved to the device, you can access and change these settings at any time on the Orders or Usage page.
Usage Mode
There are additional customer settings when using Usage mode.
Consolidate Orders
This allows a customer to track product usage by job but submit a single consolidated order to Eclipse.
Prompt on Part Numbers below Min
New in Release 2.4.9*
When enabled and an order in Stock Levels mode is submitted where there are items below the minimum that are not on the order, you will receive a prompt whether to add those items to the order. The default setting is enabled for backwards compatibility.
Auto Email
When an order is submitted, you will be automatically prompted to email the order export. You can email the order export at any time from order history.
When enabled, an additional Email field will be presented where you can enter the default email address.
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