Settings

Some of these settings come directly from Eclipse as notated below, and any changes made here will write back to Eclipse and are respected in StockRoom.

1. Authorized PO# - This field will display the Valid PO Numbers list from Customer Maintenance, if any. New PO Numbers added here will be updated in Eclipse and used in StockRoom in the Complete Order screen.
2. Customer PO# Label - If set, this text will overwrite the Purchase Order Number label during the checkout process in StockRoom.This field will display up to 14 characters in StockRoom, after which "..." will be shown.  
3. Release Number Label - If set, this text will overwrite the Release Number label during the checkout process in StockRoom.This field will display up to 17 characters in StockRoom, after which "..." will be shown.
4. Allocation Codes - This is an additional field to help customers break down job usage.  Type in the New Allocation Code field and click Add to create new codes.  
5. Allocation Code Required - When enabled, Allocation Code will be a required field in StockRoom, and users will be able to choose from the Allocation Codes created in StockRoom Web. This field is not stored in Eclipse.  
6. Hide Onhands - If this customer is not keeping track of onhands, we recommend enabling this setting. When enabled, we assume the quantity onhand - the Max for all calculations.  

Distributor Contact - Enter in the Distributor Contact Name, Email, and Phone

When a customer user is logged into the StockRoom App, under the Settings there will be a new "Contact" option that will display this information.  

Customer Contact - Enter in the Customer Contact Name, Email, and Phone

When an employee user is logged into the StockRoom App,  they can tap on the Customer Info to see the customer contact.

Products are ranked into Moving, Slow and Frozen inventory statuses.  The default percentages are 70, 20 and 10.  This means that 70% of the products will be categorized as Moving, 20% categorized as Slow, and 10% as Frozen.  These settings can be changed and will apply only to the Ship-To selected.  

There are 2 calculation methods - Basic and Advanced. Both formulas use average daily usage, avery lead time and safety stock to derive a suggested minimum value.

Basic: The basic method uses a safety stock % assigned to each inventory status type to calculate the suggested maximum value. The defaults are 20, 50 and 0.

Advanced: In addition to the Safety Stock %, the Advanced method uses the Economic Order Quantity (EOQ) formula to calculate the suggested maximum value.

NOTE:  Check next to Basic or Advanced to change the settings to the selected Ship-To.

For more information about StockRoom Web calculations and examples, click here.

Click the Save button to save any changes made to Order or Inventory settings.

To remove any overridden settings changes and revert back to the default settings, click the Reset button.  You must also click Save when finished.