General

• Price Validation Type

  • None - Do not validate

  • Warning- Will populate the comments of an Order if the Product price does not match the StoreOrderProductPrice (with other logic to calculate price also)

  • Error - Will error the Order if the Product price does not match the StoreOrderProductPrice (with other logic to calculate price also)

• Address Validation Threshold

  • Not Used

• ASN Type

  • For custom logic

• Workflow Type

  • Onsite - Can edit Acks in the Order tables without needing to click the edit button

  • Offsite -  Customer specific status logic

• Price Tier

  • For custom logic

Notifications

• Error Email address

  • Email to send the below two error emails to

• Send Error Emails 

  • Every Order that enters the Error status will generate a notification email to the below email

• Missing Notifications Enabled

  • Currently customer specific emails for when the Order has been sent but not yet received by the external system - This is reusable for similar scenarios else where

• Notification Email address

  • The email for the below

• Order Notifications Enabled

  • Every Order that gets created will generate a notification email

• Acknowledgement Notifications Enabled

  • Every Order that gets Acknowledged will generate a notification email

• Sales Order Notifications Enabled

  • Every Order where the Sales Order gets received will generate a notification

• Shipment Notifications Enabled

  • Every Shipment that gets received will generate a notification

• Invoice Notifications Enabled

  • Every Invoice received that is linked to an Order will generate a notification

Features

• Orders Enabled

  • The ORDER line in the status overview will be shown/hidden. Same will all OrderStatuses in the UI

• Acknowledgements Enabled

  • The ACKNOWLEDGEMENT line in the status overview will be shown/hidden. Same will all AckStatuses in the UI (but not the Ackcolumn in the product tables)

• Sales Order Enabled

  • The SALES ORDER line in the status overview will be shown/hidden. Same will all SalesOrderStatuses in the UI (this is a customer specific type of SalesOrder that gets matched up to an existing Order similar to an Ack)

• Shipments Enabled

  • The SHIPMENT line in the status overview will be shown/hidden. The Shipment Detail tab, and all Shipment links / ShipmentStatuses on Orders in the UI will also be hidden

• Invoice Enabled

  • The INVOICE line in the status overview will be shown/hidden. The Invoice Detail tab, and all Invoice links / InvoiceStatuses on Orders in the UI will also be hidden

• Order Change Enabled

  • This determines if a duplicate Order can be sent to the portal transport. If turned on, the Order change will be validated and update the existing Order 

• Alternate Product Codes Enabled

  • The alternate Retailer Codes section will be show on the Product Details. These require a function in the mapping to select the official barcode from the alternate code. Useful if Orders come in with junk barcodes or if one product has multiple barcodes

• Alternate Product Prices Enabled

  • The alternate Prices section will be shown on the Product Details. These are a combination of a Code and Price. These are used in conjunction with price validation and price replacement configured in the Portal Transport

• Pallets Enabled

  • This shows / hides the Units Per Layer and Layers Per Pallet fields on the Product Details page

• Backordering Enabled

  • This shows / hides the backordering fields on the product tables when viewing an Order

Automation

• Automated Invoicing Enabled

  • The orders portal transport will get all partners where this is enabled and try to auto create an Invoice using the Order pricing and shipped quantities

• Automated Order Supply, Reserve and Confirm Enabled

  • This automates the Sales Order action for specific customers. It auto populates the Acks based on the stock on hand in the external system and then reserves it

• Automated Order Completion

  • This determines if Orders should automatically be set to the Completed status for this partner (not manual completion). When an Order reaches its final status determined by the enabled features (eg Invoices disabled, Shipments enabled, and status = Shipment Sent), the Order will be completed. Completed orders are hidden from the Orders Listing in the UI