Step 2: Review & Set StockRoom Control Files

Enter in a valid sales source for Stockroom orders. This sales source is reportable and also displays separately in the business summary detail. If this control file is not found from Solar, please try from Eterm.

*Applies to Customer and Employee Modes.

This must be set in order to add a “Product Not Found” product to an order in StockRoom. Usually this will be a miscellaneous charge product that is used as a placeholder to store relevant information about a product that cannot be found in the database. StockRoom allows you to add a “Product Not Found” using the red button located on the bottom right-hand side of the Part Numbers page. If the user taps on that button, they can enter the part number, location, and any comment. This information will then be attached as a line item comment on the order.

*Applies to Customer and Employee Modes

This is a branch specific control file based on the ship branch of the order.

Administrator to Receive Order Errors - This user (or message group) will receive a report in their hold file any time an order is placed through StockRoom. This report will show the products ordered / counted, requested quantity, and quantity ordered.

Message Writer with Order Errors - If set to Yes, the writer of the order will be notified if any errors or warnings occurred during the order creation process. See Error Communication Method for type of notification.

Administrator to Receive Cycle Count Errors - If doing a cycle count from StockRoom, this user (or message group) will receive the cycle count report in Eclipse. This report will show products counted, customer part numbers, count quantity, count date, and min/max.

Error Communication Method - Select if the users will receive an Eclipse message or a job queue. If left blank, an Eclipse message will be sent.

*Applies to Customer and Employee Modes

This allows you to control how availability is displayed in the app. This can be overridden at the customer and contact levels. The available options are:

• Hide (display Call for Availability)
• Show w/ Qty (displays quantity available or plenty date if not available)
• Show w/o Qty (displays In Stock when available and Out of Stock when not available)

*Applies to Customer and Employee Modes

This determines how availability is calculated in the app. The valid options are All Branches, Authorized Branches, Home Branch, and Ship Branch. This can be overridden at the customer level in the Remote Parameters Screen.

*Applies to Customer and Employee Modes

This control file allows you to display "in-transit" quantities for consignment customers. When enabled, StockRoom will consider any order invoiced in the past week that does not have a signature as "in-transit", meaning the customer does not physically have the material.

*Applies to Customer and Employee Modes

When creating a Stock Levels order and an item is below the min, StockRoom takes into account open order quantities for that product when determining how much to order to replenish to the max. By default, any open credit quantity is included in this calculation.

*Applies to Customer and Employee Modes

When creating a Stock Levels order and an item is below the min, StockRoom takes into account open order quantities for that product when determining how much to order to replenish to the max. By default, all open orders are considered, regardless of order source. If you only want to include orders that were created through StockRoom to be considered for this calculation, you will want to enable this control file.

*Applies to Customer and Employee Modes

By default, the remote discount set up in customer maintenance -> remote applies to StockRoom orders. You can override this on the Innovo user defined screen off of customer maintenance. However, if you don't want to apply a discount to any Stockroom order by default, set this to control file to Yes. Note: Any discount set up on our user defined screen will override this setting but not on customer maintenance -> remote.

*Applies to Customer and Employee Modes

In Employee mode, the default order writer will be the employee logged into StockRoom. In Customer mode, the default order writer will be set to INNOVO unless you override the Default Order Writer field in this control file. You also have the option of using either the inside salesperson or outside salesperson on the account to be the writer. Setting to either the Inside Salesperson or Outside Salesperson will override both Employee and Customer mode.

Note: This control file is only available in Eterm, not Solar.

*Applies to Customer and Employee Modes

This control file provides the ability to enter an Eclipse User who will receive a message through the Eclipse messaging system, any time a new customer part number is added, changed (such as a change in min/max levels), or deleted with StockRoom.

*Applies to Customer and Employee Modes

This control file will determine if the order quantity is rounded to the nearest sell pack quantity. This can be overridden at the customer level on the Remote Parameters screen.

• N (No) - The system does not round the order quantity
• F (Force) - The system rounds the order quantity

Note: The W (Warn) setting is not supported in StockRoom.

*Applies to Customer and Employee Modes