There are a number of settings that we respect in OE Touch and it can seem overwhelming at first. This article should help narrow down the most important things to think about.
Note: Global settings in Control Maintenance are referenced as Control Files, customer level settings in the Innovo Mobile Customer Authorizations screen are referenced as being on the Customer UD screen, and contact level settings in the Innovo Mobile Contact Authorizations screen are referenced as being on the Contact UD screen.
There are a number of settings you can enable that will determine how your customers see pricing in OE Touch. By default, customers will see their price. Employees will always see pricing.
- Set the "Hide Pricing" override by contact (Contact UD screen)
- Innovo Display Nonstock Pricing (control file setting), override by customer (Customer UD screen)
- Innovo Hide Pricing on Price Lines (control file setting)
- Innovo OE Touch Respect WEB Matrix Pricing (control File setting)
- Innovo OE Touch Display List Price (control file setting), override by contact (Contact UD screen)
- Display All Quantity Breaks in WOE (control file setting)
There are settings in Eclipse that will determine how availability is displayed to your customers and employees. These can be different to give employees more insight into product availability.
Required Control Files
- Show Availability for Branches in WOE
- Display Product Availability in WOE
- Innovo Show Availability for Employees
Please note: The first two control file settings can also be overridden at the customer level in Customer Remote Maintenance and are discussed in more detail below.
Other Control Files
- Innovo Availability Display Options
- Innovo Show Availability for Employees
- Innovo OE Touch Disable Display of Order Availability
- Innovo OE Touch Display Availability on Checkout
- Innovo OE Touch Show Consignment Availability
OE Touch will calculate availability using the branches set in control file, Show Availability for Branches in WOE. The available settings are:
- Ship Branch
- Home Territory
- Auth Branches
- All Branches
This setting can be overridden at the customer level using the Customer Remote Maintenance screen, "Show Availability for Branches" setting.
TIP: We suggest setting Authorized Branches.
There are four possible options for how you want availability displayed in the app:
- Show w/ Qty (will display quantity if available and plenty date if not)
- Show w/o Qty (will display "In Stock" when available and "Out of Stock" when not available)
- Show w/o Date (will display quantity if available and "Call" if not)
- Hide (will always display "Call" regardless of availability)
Note: The Show w/o Date option is Not available in the control file, Display Product Availability in WOE, or in the customer override on the Remote Order Entry Parameters screen. It is only available when overriding availability at the contact level on the Innovo Mobile Contact Authorizations screen or when setting availability options for your employees in the control file, Innovo Show Availability for Employees.
If you want to utilize the Show w/o Date option for all customers (recommended), use the Show w/ Qty setting AND enable the control file, Innovo Availability Display Options. Set the "Hide Availability Date for Show w/ Qty" to Y.
If you do not set any of the remaining settings in that control file, OE Touch will display the quantity if available, and "Call" for any stock or nonstock item that is not available. You do have the option of changing "Call" to a different message and you can set different messages for stock and nonstock items. By default we define a stock item as displaying "Stock" on the main screen of Product maintenance. If you want to define it using the branch flags (Y, N, -) you can do so by setting the "Define Stock Status" field to "Branch". This will use the default ship branch of the customer to determine stock status.
TIP: We suggest setting Show w/ Qty but in this case, set the control file, Innovo Availability Display Options to Hide Availability Date to Y which will hide the date for your customers but still display for your salespeople.
There are a number of ways to exclude certain products from displaying in OE Touch.
Valid WOE Product Statuses - Exclude All Products With Certain Product Statuses
The control file, Valid WOE Product Statuses, allows you to specify what product statuses to include. Most customers set this to Stock and Nonstock, however if you want your customers to only see stock and want to give your salespeople the ability to see both stock and nonstock, you can set this control file to Stock and then set control file, Innovo OE Touch Display Nonstock Products for Employees, to yes. You can also override the statuses at the customer level using the "Product Statuses" hotkey on the Innovo Mobile Customer Authorizations screen.
Price Line Exclusions - Exclude All Products Within a Price Line
By default, OE Touch respects the control file settings for WOE Allowed Price Lines and WOE Restrict Customers to Specified Price Lines. For more manageable ongoing maintenance, we have added one of our own that makes more sense. You can set the control file, Innovo OE Touch Exclude Price Lines, to exclude all products in the specified price line from displaying in the app. It will then ignore anything set in the aforementioned control files. If the Innovo control file is blank, the WOE control files are respected. In addition to the control file, you can set price lines to be excluded at the customer level using the "Price Lines" hotkey on the Innovo Mobile Customer Authorizations screen.
Display Catalog Products in WOE - Exclude All Products in Catalog Index
By default, products in the Catalog index are excluded. The control file, Display Catalog Products in WOE, allows you to include or exclude catalog products in the product search results and drill down categories. You can also override this setting at the customer level in the B2B/WOE Remote Order Entry Parameters screen. The control file, Innovo OE Touch Search Catalog Override for Employees, allows you to override the control file, Display Catalog Products in WOE, for employees only.
Please note that product searches may take longer when including products in the Catalog index.
The following settings can be configured in Eclipse to allow you to customize the Product Detail screen in the app.
- Innovo OE Touch Part Number Display, by default the first two words of the product description in Eclipse will be displayed on the top blue bar. If you would like to display the Eclipse product ID instead, you can do that by setting this control file to Internal Product ID.
- Innovo OE Touch Use Alternate Description, if the product alternate description is populated, there are three options with this control file. You can opt to replace the product description with the alternate product description throughout the app, display the alternate product description in addition to the product description on the product detail page, or leave blank to ignore the alternate product description and only display the product description.
- Innovo OE Touch Display List Price, by default only the customer price will display. Enable this control file in order to display List Price when it's greater than the customer's price. You can set a Contact level "Display List Price" override on the Innovo Mobile Contact Authorizations screen.
- Display All Quantity Breaks in WOE, if enabled and there are quantity breaks set up for this product/customer, you will see an info button located next to the price. Tap on this button to see the list of quantity breaks. By default, the smallest break appears at the top of the page and the largest at the bottom. If you want to change the sort order you can enable the control file, Innovo OE Touch Default Qty Break List Largest to Smallest.
- Innovo OE Touch Display Messages in Product Detail allows you to activate two types of messages. The first message type is for Nonstock products. If the product is a Nonstock (setting on main product screen in Eclipse) and you have a message in the control file, Nonstock Comment, that message will display in blue in the product description section. The second message type is for Reminder Messages. You can enable reminder messages to display for all products or limit to a specific set of price lines. Reminder messages will be displayed in red in the product description section. If you want reminder messages to only appear for a specified list of price lines, set those price lines in the control file, Innovo OE Touch Show Reminder Messages for Price Lines.
- Innovo OE Touch Display Related Products allows you to display add-on, substitute, and required items in Product Detail.
- Innovo OE Touch Display Ship Branch Availability allows you to display the availability at the current shipping branch in addition to the network availability.
OE Touch will display product images (full size and thumbnail) if you currently have them set up in your PDW or as attachments to the product using document imaging. We also support the Product External References fields for DDE agents NOVOF for full size and NOVOT for thumbnail. If a full size isn't set but a thumbnail is, OE Touch will use that thumbnail for both. This is also true if there is no thumbnail but there is a full size. If you have PDW images but you want to use the URLs listed in the product external references screen instead, set the control file, Innovo OE Touch Ignore PDW Product Links. This control file applies to Spec Sheets as well.
If you are using PDW images, you must have the control file, Setting WOE, PDW Image Priorities, IMG, set up correctly.
If you are using document imaging, you must verify the image path is available externally. You can use the control file, WOE IP Address (If Different From URL Home Address), to enable that process. If the images are not externally available, you must contact Eclipse support. We do not offer any training on document imaging. You should also set control file, Innovo Exclude Product Image Profiles, if there are certain profiles you don't want OE Touch to look at when selecting the product image.
If you want Spec Sheets or any other external URL to display in the Additional Information screen, you can use PDW and Product External References. If you use the PDW, the flag at the Meta Item level, Data Type must be set to Web URL. In addition, any agent set in Product External References will display in OE Touch unless it's NOVOF or NOVOT.
If you are using the PDW, you can have different attributes display in the Additional Information screen. In order to do this, set the meta item, Display in WOE, to yes.
There are a number of settings that come into play when an order is submitted to Eclipse from OE Touch. Some of these settings can vary from customer to salesperson.
The first thing you'll want to think about is, "Who gets notified when an order is created?".
- All orders that get created through OE Touch are sent to the Remote Order Entry Review Queue (off of your Orders/Queues menu) with a source of "MBL"
- An Eclipse user, group of users, or message group can be notified through the Eclipse messaging system using the "Default User Messaged With New Order #" setting on the Customer Remote Order Entry Parameters screen
- An email notification can be sent to a single email address or distribution list by setting up the "Mobile Order Entry Submit" Activity Trigger for the customer. Note: A popular option is to set **AUTO** as the To email address in the trigger, and it will email just the contact that created the order from the app. TIP: Leave the subject field blank and Eclipse will automatically fill in the sales order# and customer's PO#.
We recommend that you only enable the Bid status for customers. By default, if no other statuses are set up, Bid is the only status customers can use. However, if you want certain customers or specific contacts associated to those customers to create open orders, the hierarchy is the following. Please note, OE Touch does not respect the Pick Up Now or Invoice statuses.
- Contact UD Screen - Valid Status hot key
- Customer Remote Maintenance - Valid Stats hot key
Employees will only have the statuses set up for the customer available to them by default. You can enable employees to have different statuses than the customer by setting the control file, Innovo OE Touch Valid Order Statuses for Employees. If this is set, all employee users will have this list of statuses. You can set up an override for individual employees in user maintenance using the "Valid Order Stats" hot key on the Innovo User UD screen.
For customers, you can disable the order status field from being displayed during checkout altogether. There is a control file, Innovo OE Touch Use Ship Via to Determine Status, that will use the default status set on the ship via selected on checkout. If the ship via does not have a status, the order status will default to bid.
Please note, the order in which the statuses are listed will be the order in which they appear within the app.
Note: Except for in Kiosk Mode where customers can enter their own orders on the kiosk device in the showroom with the "Pick Up Now" status, OE Touch does not support using the "Pick Up Now" or "Invoice" statuses. The best way to process orders to be picked up in will call is to use the "Will Call" ship via with the "Ship When Available" status. Then set up a special print phantom to process Ship When Available orders from OE Touch that is scheduled to run every minute.
You can set up a global list of ship vias that are used in the app which can be overridden at the customer and user levels. If none are set, the app will allow the user to select any valid ship via in your system, sorted alphanumerically.
There is a control file, Valid WOE Ship Vias, where you can specify the ship vias the customer will see in the app, in the order listed. You can override these at the customer level using the Ship Vias hot key located on the Customer Remote Order Entry Parameters screen.
If you want salespeople to have a different list of available ship vias, you can set those in the control file, Innovo OE Touch Valid Ship Vias for Employees. You can override these at the user level on the Innovo User UD screen.
If there is a default ship via listed in customer maintenance, and that ship via is listed in the control file, Valid WOE Ship Vias, or the Ship Vias hot key on the Remote Order Entry Parameters screen in customer maintenance, it will default to this ship via in OE Touch. In all other instances, the order of the ship vias will be listed the order they are in Eclipse with the first one being the default.
Please note, you can use the WOE Desc hot key on the Ship Via Maintenance screen to override the description of the ship via in the app. Otherwise, the ship via displays exactly the way it displays in the Eclipse sales order.
When a customer logs into the app or an employee selects a customer, we determine which ship branch and price branch the app will use when an order is created. The ship branch hierarchy is as follows:
When a contact logs in,
- Look to see if there is a ship branch override for the contact on the Branches hot key on the Innovo Contact UD screen
- Look to see if there is a ship branch override at the ship-to customer level on the Miscellaneous Customer Information screen
- Look to see if there is a ship branch override at the bill-to customer level on the Miscellaneous Customer Information screen
- Look to see if there is a ship branch override in the control file, Shipping Branch Override for SOE, according to the home branch set up at the ship-to customer level and if not set, the bill-to customer level
- Use the ship-to home branch
- Use the bill-to home branch
When an employee logs in, the above hierarchy is used except for the first step.
For the price branch hierarchy, we use the following:
- Look to see if there is a price branch override at the ship-to customer level on the Miscellaneous Customer Information screen
- Look to see if there is a price branch override at the bill-to customer level on the Miscellaneous Customer Information screen
- Use the ship-to home branch
- Use the bill-to home branch
If enabled, the default ship branch can be overridden during the checkout process based on the ship-via selected. The control file, WOE Ship Branch Override, can be used to allow the user to override the ship branch but only if one of the ship vias set in the control file is selected. For more information on how to change the ship branch during checkout, see the Tech Tips article here.
You have the ability to set the sales source for OE Touch orders. Set the desired sales source in the control file, Innovo OE Touch Sales Source. If you want separate sales sources for customer and employee orders, you can set an employee override in the control file, Innovo OE Touch Sales Source for Employees.
You also have the ability to override the sales source on individual customers or at the user level when an employee is creating the order. The customer override can be found in Customer maintenance on the Innovo Customer UD screen, and the salesperson override can be found in User maintenance on the Innovo User UD screen.
When a customer creates an order, the system will look at the control file, Innovo OE Touch Order Writer to determine the writer. You have the option to set a default user ID as the order writer for all mobile orders such as OETOUCH or MOBILE. Or you can still allow your salesperson to receive credit for the sale by always using either the inside or outside salesperson of the customer as the writer. Please note, if using the inside or outside salesperson and that field is blank in the customer file it will use whatever is set in the Default Order Writer field. If the Default Order Writer field is blank, the order writer will appear as MBL on the order.
When an employee creates an order, their user ID will be used as the order writer by default. You do have the ability to override to either the inside or outside salesperson of the customer by selecting the appropriate value in the control file, Innovo OE Touch Order Writer for Employees.
- You can set a discount to be used on all remote orders or just on OE Touch orders. More information can be found in the "OE Touch Discounts in Eclipse" article here.
- You can force a round to sell pack (or just warn user) by setting control file, Round to Minimum Package Quantity in WOE, or you can set a customer level override on the Remote Order Entry Parameters screen.
- You can require the Ordered By phone and email address to be populated by setting control file, Require E-mail And Phone Number In WOE.
There are a number of settings available to customize the My Account page in the app. First, you can limit what a customer can see on this page.
- Hide all information under the Account Review section by enabling the "Disable Account Review" setting on the Innovo Contact UD screen
- Hide just the Invoices option by enabling the "Hide Order History Button (Y/N)" at the contact level on the Contact WOE Parameters screen, or for all contacts at the customer level on the B2B/WOE Remote Order Entry Parameters screen. You can also hide Invoices for all customers by setting the control file, Hide Order History In WOE
- Hide just the Account Inquiry entry by enabling the "Hide Account Inquiry Button (Y/N)" at the contact level on the Contact WOE Parameters screen, or for all contacts at the customer level on the B2B/WOE Remote Order Entry Parameters screen. You can also hide Account Inquiry for all customers by setting the control file, Hide Account Inquiry Button In WOE
By default, the rules for which orders/invoices display under each section are as follows:
- Quotes - by default only current, non-expired quotes display. You can show expired quotes for all customers by enabling the control file, Innovo OE Touch Include Expired Bids, or at the customer level by setting "OE Touch Include Expired Bids" on the Innovo Customer UD screen. You can also only show expired bids for employees by enabling the control file, Innovo OE Touch Include Expired Bids for Employees
- Open Orders - by default all open orders will display. If you use the Search button under My Account for advanced searching, you can filter the list
- Invoices - by default, only those invoices processed within the past 30 days are displayed. This is done to limit the amount of data being returned to the app. You can see more invoices by using the Search button under My Account for advanced searching, and changing the date range
There is also a control file, Innovo OE Touch Exclude Orders for Types, where you can hide any credit orders ($ < 0) and any $0 orders.
In the My Profile section,
- You will see the phone numbers and email addresses listed at the customer level for the bill-to and selected ship-to
- There is a control file, Innovo OE Touch Show Salesperson in My Profile Page, where you can display the inside salesperson, the outside salesperson, both, or none. By default the salesperson is not displayed
There are a number of ways to customize the look and feel of the Order Detail screen. If not specified, these settings are respected regardless of the order type you are viewing - Quotes, Open Orders, or Invoices.
- Innovo OE Touch Display Line Item Comments in Order Detail - Enabling this control file will display all line item comments and order level comments. The app will respect the comment type permissions for displaying in SOE for employees and displaying on invoices for customers
- Innovo OE Touch Display Proof of Delivery Signature - Enabling this control file will display any signature posted to the Invoice
- Innovo OE Touch Disable Display of Order Availability - By default, availability displays for each line item on the Order Detail page. This is the same availability that you would see in SOE in Eclipse. Setting this control file will remove the availability from displaying
- Innovo OE Touch Display Shipping Instructions - Enabling this control file will display shipping instructions on the Order Detail page
- Innovo OE Touch Display Serial Numbers in Order Detail - Enabling this control file will display serial numbers for serialized products in the Order Detail page
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