1. Configure the Customer/Contact Level Settings in Eclipse
The Innovo Stockroom Customer Settings screen can be found by loading the customer in Customer Maintenance and then using the ctrl-key in Solar and alt-Key in Eterm along with the assigned F key. The F key used was the first available one found during the installation process. Additionally, the Innovo Stockroom Contact Settings screen can be found by loading the contact in Contact Maintenance.
On each of these screens, you will then select the StockRoom hotkey to access StockRoom specific settings.
The following settings are recommended, the rest optional:
- Product Download: None
- Order Modes: Stock Levels
- Order Types: Usage
For more information on Eclipse settings, click here.
2. Configure the Customer Settings on the Device
To access the Customer Settings Screen, select the desired customer on the Usage page, and then tap the gear icon located on the bottom-right of the screen.
The following settings are recommended, the rest optional:
- Mode: Stock Levels
- Consolidate Orders: Enabled
- Auto Email: Enabled
For more information on customer settings, click here.
3. Perform a Cycle Count
The customer should perform a Cycle Count on the device to set baseline on-hand values.
Additionally, the customer can manually adjust on-hand quantities in the Product Detail page by tapping on the Onhand field.
4. Record Product as Used
The customer should scan or search for the product being removed from inventory and enter the quantities being used.
5. Submit Orders (Daily or Weekly)
The customer should decide how often they would like to submit orders. When order consolidation is enabled, all usage orders will be sent as one order to Eclipse.
Tapping the upload button on the bottom-left of the main Usage page will consolidate and submit all orders that have been completed and have a checkmark next to them. They will be prompted to enter a PO and Release Number for the consolidated order.
6. Manually Sync Order
To increase the onhands for product received, the customer can manually synchronize that order from the Order History screen. Tap the sync icon located at the bottom-left side of the Order screen.
1. Configure the Customer/Contact Level Settings in Eclipse
The Innovo Stockroom Customer Settings screen can be found by loading the customer in Customer Maintenance and then using the ctrl-key in Solar and alt-Key in Eterm along with the assigned F key. The F key used was the first available one found during the installation process. Additionally, the Innovo Stockroom Contact Settings screen can be found by loading the contact in Contact Maintenance.
On each of these screens, you will then select the StockRoom hotkey to access StockRoom specific settings.
The following settings are recommended, the rest optional:
- Product Download: None
- Order Modes: Orders
- Order Types: Usage
For more information on Eclipse settings, click here.
2. Configure General App Settings
Access the Settings screen by selecting Settings from the main menu.
The following setting is recommended, the rest optional:
- Hide Usage Onhands - Enabled
For more information on settings, click here.
3. Configure the Customer Settings on the Device
To access the Customer Settings Screen, select the desired customer on the Usage page, and then tap the gear icon located on the bottom-right of the screen.
The following settings are recommended, the rest optional:
- Mode: Orders
- Consolidate Orders: Enabled
- Auto Email: Enabled
For more information on customer settings, click here.
4. Record Product as Used
The customer should scan or search for the product being used and enter the quantity used.
5. Submit Orders (Daily or Weekly)
The customer should decide how often they would like to submit orders. When order consolidation is enabled, all usage orders will be sent as one order to Eclipse.
Tapping the upload button on the bottom-left of the main Usage page will consolidate and submit all orders that have been completed and have a checkmark next to them. They will be prompted to enter a PO and Release Number for the consolidated order.
We recommend a "hybrid" approach to managing your customer's consignment. As customers use product, they submit that usage to you which creates a consignment billing for anything that was used. Periodically, you should also visit the customer and do a full stock levels count to bill them for anything that was used and not reported. For more information on consignment for employees, click here.
1. Configure the Customer/Contact Level Settings in Eclipse
The Innovo Stockroom Customer Settings screen can be found by loading the customer in Customer Maintenance and then using the ctrl-key in Solar and alt-Key in Eterm along with the assigned F key. The F key used was the first available one found during the installation process. Additionally, the Innovo Stockroom Contact Settings screen can be found by loading the contact in Contact Maintenance.
On each of these screens, you will then select the StockRoom hotkey to access StockRoom specific settings.
The following settings are recommended, the rest optional:
- Product Download: None
- Order Modes: Orders
- Order Types: Usage
For more information on Eclipse settings, click here.
2. Configure the Customer Settings on the Device
To access the Customer Settings Screen, select the desired customer on the Usage page, and then tap the gear icon located on the bottom-right of the screen.
The following settings are recommended, the rest optional:
- Mode: Orders
- Consolidate Orders: Enabled
- Auto Email: Enabled
For more information on customer settings, click here.
3. Record Product as Used
The customer should scan or search for the product being used and enter the quantity used.
4. Submit Orders
Customers should submit usage orders on a daily basis. This ensures they are billed for what they use and are promptly replenished for any items that go below the min. From the Complete Order screen, the customer can enter the desired PO Number and Release Number and press the Submit button. Orders will be created in Eclipse as Consignment Billings.
Note: To Submit orders to Eclipse, the device must have connectivity.
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