It is important to review the control files pertaining to OE Touch as they determine how your app will work. Some control files are required while others are highly recommended. A number of these can be overridden at the customer, contact, and user level.
For documentation on all control files pertaining to OE Touch, click here for Innovo and click here for Eclipse.
We have listed the required control files below for your convenience, but highly recommend reviewing ALL of the control flies using the above links.
Display Product Availability in WOE
Hide will not show any availability at all.
Show w/o Qty will show either "In Stock" or "Out of Stock". (See the Innovo availability display options control file for more on this)
Show w/ Qty will show the actual quantity available for each location or the plenty date in the event the product is not available.
*Applies to Customer mode only
Best Practice: Show w/Qty - this will provide the most information for the best customer experience
You may not want to show the plenty date in customer mode so to disable the plenty date from displaying, set the Hide Availability Date for Show w/ Qty prompt in the Innovo Availability Display options control file to Y.
Show Availability for Branches in WOE
This determines how availability is calculated in the app. The valid options are All Branches, Authorized Branches, Home Territory, and Ship Branch. This can be overridden at the customer level in the Remote Order Entry Parameters Screen.
*Applies to Customer & Employee modes
Best Practice: Authorized Branches - This will provide the customer with the information they need from the branches they are authorized to purchase from.
Innovo Show Availability for Employees
This allows you to override how the availability will display in the app for your employees. By default, the employee would see what the customer would see based on the customer setting. This control file will define what the employee sees no matter what.
*Applies to Employee Mode Only
Best Practice: Show w/Qty - your employees need to have this information to help customers and be as efficient and productive as possible.
Innovo OE Touch Sales Source
This is the default sales source used for any order created through the app (see control file, Innovo OE Touch Sales Source for Employees which overrides this setting in employee mode). Many customers like to set this so they can report on mobile orders and easily see the breakdown of sales in the business summary. Note: This can be overridden in customer mode on the customer file in the Innovo Customer User Defined screen.
*Applies to Customer & Employee Modes (Unless Innovo OE Touch Sales Source for Employees is also set, and then it only applies to Customer Mode)
Best Practice: Set to something that defines where these orders come from, like OE TOUCH*. It should be something that will allow you to measure your sales coming from the OE Touch Mobile app for reporting purposes.
*Will need to be created as a valid sales source and added to the GL.
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