EPad Signature Document Profile
All signatures taken through Deliver will be stored in this profile by default. However, you have the option of using a different profile as this is the default profile for Signature Touch Counter Mode and Will Call Mode. If you want delivery signatures to be stored in the same profile as counter signatures, no other action is needed. If you want delivery signatures stored in a different profile than counter signatures, make sure control file Innovo Deliver Manifest Signature Profile is set before taking a signature in Deliver.
*Applies to SigTouch Counter & Will Call Modes as well
Best Practice: User Preference
Innovo Images Document Profiles
We recommend using a different profile than what you are using for signatures, however you can use the same one. If you plan on taking pictures during the delivery route, this must be set. If not set, you will see an error message when trying to complete the manifest on the device when pictures have been taken.
*Applies to Deliver only
Best Practice: User Preference
Print Status Override on Manifest Close
This is a branch specific control file (based on the manifest branch) and will update the print status of all orders on a manifest when the manifest is closed in Eclipse.
Enter the Print Status you would like the orders to switch to when the manifest is closed.
*Applies to Deliver Only
Best Practice: Set all branches to P
Innovo Deliver User to be Notified on Manifest Complete
This is a branch specific control file (based on the manifest branch) that will send a job queue to the user or message group defined when a manifest is completed on the device. The job queue will contain information related to discrepancies, photos, or notes taken during the route by stop. The full list of discrepancies includes: photos, line item comments, order comments, internal notes, and notes for a skipped stop or refused order. Note that in the case of a skipped stop or refused order, a job queue will be sent to this user in real-time if the device has cellular or WiFi connectivity. With Deliver 1.2.0, all job queue entries are also added to the order change log.
*Applies to Deliver Only
Warning:
- This does not automatically close the manifest in Eclipse. If you want to give the driver the ability to close the manifest in Eclipse you must have the Close Manifest option in the Manifests settings section set to either "Prompt to Close" or "Auto-Close if No Issues" on the Deliver app.
Best Practice: Enter a user who will be responsible for reviewing all manifests and handle any issues that may have taken place during the delivery route.
Innovo Deliver Attach Photos to Delivery Email Notification
Enabling this control file will include photos taken at the stop in the Delivered email notification. By default, they are not included. We use the ship branch of the order to determine if the photos should be included.
Best Practice: Set to Yes for all branches
Innovo Deliver Attach Photos to Delivery SMS Notification
Enabling this control file will include the first 10 photos taken at the stop in the Delivered SMS notification. By default, they are not included. We use the ship branch of the order to determine if the photos should be included.
PLEASE READ: You must enable your imaging storage profile to be externally accessible. If you enable this control file and your images are NOT externally accessible, your Twilio text messages will NOT be delivered. You can test to see if your images are accessible by viewing photos taken at a stop in Deliver Web. Contact support@goinnovo.com if you have any questions.
Best Practice: Set to Yes for all branches as long as your imaging profile is externally accessible
Innovo Deliver Attach Ship Ticket to Email Notification
Enabling this control file will attach a copy of the ship ticket to all email notifications. By default, it will not be included. We use the ship branch of the order to determine if the ship ticket should be included.
Please note: If your site is enabled for Eclipse forms, the INNOVO user must also be enabled for Eclipse forms. Otherwise, the ship ticket attachment will look like a non-Eclipse forms ship ticket.
Best Practice: Set to Yes for all branches
Innovo Deliver Notification From Email Address
By default, email notifications from Deliver use your standard "from" email address that other documents emailed out of Eclipse use. If you would like to make your notifications more specific, set the from email address here. We use the price branch of the order to determine the from email address. You can also use the email address of the order writer by enabling the next control file.
Best Practice: Enter the desired email address, per branch, for the emails to come from.
Innovo Deliver Notification Global Customer
You can set up pre- and post-delivery notifications for individual customers which will always override this global setting. If you want to set up notifications that apply to all of your customers, set the global customer here and then on the Customer Portal -> Deliver -> Notifications page, load this customer under customer setup. Once the customer is loaded, use the email overrides to determine what email address will be used to send the notification for each order.
Best Practice: User Preference
Innovo SigTouch / Deliver Is Signed By Required
This setting will require a Signed By to be entered. The app will remind the user to enter the "Signed By" when signing for the invoice if not entered.
*Applies to Counter & Will Call Modes as well
Best Practice: Set to Yes so that you will have a readable name for the signed by because signatures are not always legible.
Innovo Deliver Send Message on Manifest Signature Upload
When enabled, either the inside salesperson, outside salesperson, or order writer will be sent an Eclipse message when a stop is completed during the delivery route. The message will include the sales order and Ship-to customer index name.
Best Practice: User Preference
Innovo Deliver Skip Complete Notifications if No Discrepancies
When enabled, this branch-specific control file (based on the manifest branch) will only send a job queue when a manifest is completed on the device if there are discrepancies during the route. A discrepancy is defined as a line item comment, order comment, internal note, skipped stop, or refused order.
Best Practice: User Preference.
Innovo Deliver Show Manifest Types
This control file controls which manifests display in the Deliver app based on the manifest status (open/closed/locked). By default, if none of these are set then all manifests (open, closed, and locked) will appear in the app.
Best Practice: Set this control file as follows:
Include Open Manifests: No (N) - This will prevent a manifest that is not complete from appearing on the device.
Include Locked Manifests: Yes (Y) - This will show locked manifests on the device. You will need to ensure your users lock the manifest in Eclipse before the driver downloads the route onto the iPad.
Include Closed Manifests: No (N) - This will prevent a manifest which is already closed from appearing on the device.
Innovo SigTouch / Deliver Use Print Style for Hide Pricing
When enabled, and the invoice is set to a BLIND print style, pricing will not display in the app. If not set to BLIND, we will check the customer's default print status and if set to BLIND, pricing will not display in the app. This control file overrides Innovo SigTouch Hide Pricing Default and also overrides any setting on the Innovo Customer UD Screen.
*Applies to Counter & Will Call Modes as well
Best Practice: Set to Y
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