10.6.x.3 Customer On-Line Setup
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  1. Modem Ports: Enter the Port Numbers where the Modems are connected.
  2. Warning Timeout: 100  Enter Time in Seconds for system to automatically logoff an inactive port. This is only used on Modem Ports.
  3. Default Counterperson: XXX Enter Counterperson code to use on all Customer On-Line Orders.
  4. Price Codes to Display: Enter Price Codes to Display during Inventory Inquiry. Enter <?> for Price Code Lookup. This is only used on Modem Ports.
  5. System Admin. Port:  Enter the System Administrator's Port Number. This is used for sending  messages when the Customer On-Line system is having problems.  Enter <?> for Port Lookup. This is ONLY used on Modem Ports.
  6. Message Port when Print: Enter the Port where you want a message or e-mail sent Automatically when a Customer prints a quote. Leave this blank to disable printing a message. Enter <?> for Port Lookup. Email can be setup with the <E> option.
  7. Location Name   Printer Assignment   Error Pr Assignment  In Location Name field, Enter Location for Printer Assignment. Enter <?> for Location Lookup. In Printer Assignment field, Enter Printer Assignment. Enter <?> for Printer Lookup. In Error Pr Assigment field, Enter Printer Assignment for Printing Error Reports. Enter <?> for Lookup.


The following setups are for Automatic Import of orders from External Systems.


  1. Transfer Format: Enter Transfer Format. Valid entries are <PS> and <FILE>. If <PS> is entered then the <FILE> option will be active also.
  2. Transfer Site IP Addr.: Leave this blank if using <FILE> Transfer Format.
  3. Login: Leave this blank if using <FILE> Transfer Format.
  4. Password: Leave this blank if using <FILE> Transfer Format.
  5. Local Directory Path: For <PS> enter Local Directory Path to download to (Ex. D:\POS.TRANSFER). For <FILE> this will be the path to scan for new orders. You must create a RESULTS directory also (Ex.D:\POS.TRANSFER\RESULTS).
  6. PDA Credit Comment: Enter Credit Comment that will automatically be added when uploading Credit Orders from the PDA. This feature is only supported on PDA Versions that have a Credit Check Box.
  7. Ignore Zero Qty Sold: Enter <Y> to Ignore Zero Qty sold when Uploading Orders. Enter <N> or leave blank to allow Zero Qty Sold on Orders.
  8. Convert Orders to DI: Enter <Y> to Convert regular Orders (not credits or invoices) to a <DI>instead of a <QU>. Orders over credit limit will remain as a <QU> and will have to be converted manually.
  9. Default Ship Via: Enter Default Ship Via to use when the Order Location does not match the Servicing Location. Enter <?> for Customer Ship Via Lookup.
  10. Default Shipping Instr.: Enter Default Shipping Instructions to use when the Order Location does not match the Servicing Location.


The following setups are for Automatic Import of orders from External Systems.


  1. Your Mfr   Customer Mfr  In Your Mfr field, Enter Your Mfr to convert from the Customer's Mfr. Enter <?> for Lookup. In Customer Mfr field,Enter the Customer's Mfr that corresponds to Your Mfr.
  2. Your Unit  Customer Unit  In Your Unit field, Enter Your Unit to convert from the Customer's Unit. Enter <?> for Lookup. In Customer Unit field, Enter the Customer's Unit that corresponds to Your Unit.
  3. Use Inventory Source Part File: Enter <Y> to use the Inventory Source Part File to convert Part Numbers. This will work if there is only one part number that matches. If there are multiple parts with the same source part then this will not work.
  4. Use Inventory Bar Code File: Enter <Y> to use the Inventory Bar Code File to convert Part Numbers. This will work if there is an exact match to a bar code entered in inventory.


The following setups are for Automatic Import of orders from External Systems.


  1. Your Part Number     Your Unit    Customer Part Number and Unit   In Your Part Number field, Enter Part Number to convert from Customer's Part. In Your Unit field, Enter specific unit to use when converting Customer's Part. Leave blank to convert Unit separately. In Customer Part Number and Unit field, Enter the Customer's Part that corresponds to Your Part. You can optionally enter a <SPACE> then the Customer's Unit for a specific mapping.
  2. Conversion Functions: Enter Electronic PO Conversion Functions.