New Order allows you to create orders in Eclipse. There are four available modes in New Order:
- Orders - enter the quantity you want to order
- Stock Levels - perform an inventory count and any product that is at or below the min will be replenished to the max
- Cycle Count - perform an inventory count which produces a report but not an order
- Returns - enter the quantity you want to return
To start a new order, select the New Order menu option on the home page. The Customers screen will display any customer that has already been added to the device as well as the ability to add new customers. For more information on Customers, click here.
To create an order for a specific customer, select that customer on the Customers screen. The Orders screen will display any orders that are currently in process for that customer including the order date/time, the number of items on the order, and the customer PO#.
Note: When an order has been completed and there is no connectivity, the completed order will display in the Orders screen noted with a checkmark.
There are five options at the bottom of the screen:
1. Order Submit - Pressing this icon will submit any orders that have been completed to Eclipse
2. Edit - Pressing Edit will allow you to select orders to be deleted
3. Part Numbers - Pressing the list icon will display a list of customer part numbers. For more information, click here.
4. Settings - Press the gear icon to access the settings page for this customer. For more information on customer settings, click here.
5. Sync - Pressing the sync icon will sync the customer and customer part numbers
You may select an existing order to modify it or select New Order to begin creating a new order.
To create a new order in Eclipse, you can use either Orders mode or Stock Levels mode. At the customer level, you can specify the default mode for that customer. For more information on Customer Settings, click here.
Note: You can change the default mode by tapping on the Modes button at the bottom left-side of the screen.
In Orders mode, you will enter the quantity to be ordered. In Stock Levels mode, you will perform an inventory count and enter the on-hand quantity. StockRoom will then compare that on-hand quantity to the min/max and when the on-hand is at or below the min, will replenish to the max.
To add products to an order, you may:
- Scan a product barcode
- Search for a product
- Select from a list of products
Scan a Product Barcode
To scan a barcode, you can use an integrated scanner or tap on the barcode icon to enable the camera.
StockRoom supports the following barcodes:
- Internal Eclipse product ID prefixed with a period (i.e. .12345)
- Customer part number
- UPC or secondary UPC
When you have a scanner connected, simply scan the barcode using the scanner. If you don't have a scanner connected, tap on the barcode icon next to the search box to engage the devices camera to scan the barcode.
Search for a Product
You can manually enter the Eclipse product ID prefixed with a period, the customer part number, or UPC code into the search box to add a specific product to the order.
You can also search for a product by product description or product keywords. If there are any products in the Customer Part Number list that meet the search criteria, those products will display under the CPN# option below. If there are no products in the list that meet the search criteria and you have access to the product file on the device, any of those products that meet the search criteria will display under the Product# option.
Select from a List of Products
You can access the product list by tapping in the search bar and then selecting List from the top of the keyboard. Pressing the List button will display the Part Numbers screen.
If you have access to the product file, you can tap on the Product# to see a list of all products in the product file. Otherwise, the CPN# list will display all products that a customer part number.
At any point the product detail can be viewed by pressing the blue info "i" button located to the right of the product description. (See the Products article for more information on product detail.)
When a product is selected, the following information will display:
- Product description
- Customer part number
- Location
- Quantity with default selling unit of measure
- Min/Max
- On Order quantity (if exists)
- Pack quantity
- Price (if device is connected)
- Availability (if device is connected)
- Last Counted
- Last Ordered
Enter the quantity and press the Add button.
Product Not Found
You can use the Product Not Found button to add a product to the order that you can't find.
Fill in the required information about the product so the correct product can be found when the order is created in the Eclipse system. The product will be added to the order as a StockRoom Product Not Found (defined in Eclipse) with an attached line item comment containing the information entered.
Change Quantity / Delete Item
- To change a quantity on an existing item, tap in the quantity box and enter a new quantity
- To delete a product, slide your finger from right to left and then press the Delete button
Adding a Line Item Comment
Press the Note button located on the left side of the product description to add a line item comment. Type in the comment, then press Done on the keyboard and you will see the Note button has changed to blue. To remove the comment, press the note button again and clear the comment.
Scan Product Screen Options
The bottom-right corner of the Scan Product page displays three icons:
- Refine - sort and filter products on order
- Plus - add products to order
- Trash - remove all products with no order quantity from order
Refine
-
Sort Part Numbers
- Location
- Part Number
- Quantity
- Description
-
Filter Part Numbers
- Quantity - Greater than Zero, Equal to Zero, Empty
- Min/Max - Exists (product has min/max set), Not Set (product does not have min/max)
- Location - Displays all existing locations
-
Display Options (all options are enabled by default)
- Show Quantity Detail - Disabling this will remove labels for min/max, open order quantity, pack quantity, and quantity to be ordered when doing a stock levels count
- Show Unit of Measure - Disabling this will remove the unit of measure displayed in the quantity box
- Show Images - Disabling this will remove the image
Pressing Save on the bottom left will save the preferences for all future orders. Pressing Reset on the bottom right will reset the preferences back to the defaults. The gear icon on the Scan Product screen will display in red when there are refine options in use that are different than the defaults.
Plus
If you want to add all products from the customer part number list to the order or a subset, use the Plus icon. The Scan Product screen can then be used as a ledger to enter in quantity.
The Add Products screen allows you to add all products, products filtered by location, by description, or by a combination of both. Use the Add button to add the selected products to the order.
Filter by Description
It is also possible to filter by product description.
Set Location
Set Location will present the user with an alert if they scan an item that is not in that set location.
To set a location, press the Set Location button and select a location in the following way:
- Select the location from the list of available locations that is displayed
- Scan location using the barcode icon
- Enter location manually
Press Save to save the Set Location.
Filter by Location
To filter by location, tap in the location field and select an available location from the scrolling list. In this example, we selected 01-01-01 and found 3 products matching that location search. Press the Add button to add these to the order and the three products matching that location search will be added to the order. At this point a quantity can be added for each product.
Trash
Press the Trash icon to remove all products with an empty quantity from the order. When you press Continue, the items with a blank quantity will be removed.
When you are ready to complete the Order and submit to Eclipse, press the checkmark icon. When adding a new customer to the device, setting Confirm All Part Numbers on Order is enabled. Pressing the checkmark will prompt you if you haven't counted all customer part numbers available for that customer. Press Show to see all part numbers not currently on order, Add to add all missing products to order, or Continue to complete the checkout process.
The Complete Order screen allows you to enter the following:
- Customer PO# (this field may display the default PO# if enabled on the account or provide a list of valid PO#'s that are allowed on the account)
- Release Number
- Required Date (default to today but may be changed)
- Ordered By (this field may be required for employees if the customer has an authorized buyer list, and will default to the logged in user for customers or be left blank for free form entry if the Default to Blank Ordered By setting is enabled)
- Shipping Adress
- Shipping Instructions
- Internal Notes (employee mode only)
When connected, you can press the Submit button to submit the order to Eclipse. When the device is not connected, you will press the Complete button and the order will be displayed in the Orders screen with a checkmark.
After the order has been submitted, you will be taken to the Order Confirmation screen. This screen has three tabs located at the top:
- Order
- Products
- Messages
Order
Products
Messages
The Messages tab displays warning and/or error messages encountered during the order creation process. The available messages are:
- Pack quantity rounding
- Default PO# not used
- Default Release Number not used
- Ordered By user not authorized for customer
- Product not ordered below the min
- Product not added based on branch restrictions
In Stock Levels mode, you will perform an inventory count and enter the on-hand quantity. StockRoom will then compare that on-hand quantity to the min/max and when the on-hand is at or below the min, will replenish to the max.
In this mode, the order quantity will be the quantity required to bring the product to the max.
In the example above, there are two products that have been counted. The first item has an inventory count of 20 which is above the min, therefore the quantity to order is 0.
Note: The on-hand quantity of 20 will be updated to the Levels field in Eclipse, once the order has been submitted.
The second item has an inventory count of 2 which is below the min, therefore the quantity will be replenished to the max. In this case, there is also an open order quantity of 30 which is taken into account when we calculate the order quantity.
Note: By default, an open order quantity must be on order with an open order status in Eclipse (non-bid, non-invoice). You can exclude credits and non-StockRoom orders from the open order quantity. For more information, click here.
Note: If a product has a sell pack and you have enabled the "Force" setting in either the control file, Round to Sell Package Quantity on RDC And Pocket OE Orders or the customer setting Round to Sell Pack Qty on Remote Orders, the sell pack will be taken when creating the order in Eclipse.
Adding a Product without a Customer Part Number
In Stock Levels mode when adding a product that does not have an existing customer part number, you will be required to create a customer part number for that product.
Assuming you have downloaded the product file to the device, and search for a product that is not in the customer part number list, the Part Numbers screen will display with the search results for that product. After selecting the product, you will receive a prompt asking if you want to create a new customer part number. Selecting Continue will allow you to create the part number and add to order.
Performing a Cycle Count will create a StockRoom Cycle Count report and send to the Eclipse hold file for the employee that performed the count as well as the user defined in the control file, RDC Administrator Setting.
This report will include all counted products showing the counted quantity as well as the previous on-hand.
The new counted quantity will be updated to the Levels field in Eclipse.
Returns mode allows you to create a credit sales order in Eclipse. The quantity entered will be the quantity created for the credit.
Comments
Hey Chris, this looks awesome! Would be great if we could get this in a PDF format to give to our customers when pitching this to them!
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