Home Screen

Purpose: The home screen is the first screen that opens in Locate. From this screen, you can select the screens and windows listed below.

Orders Menu:

•         Order Inquiry: Available if Use Order Broker is selected at the Tenant screen.

•         Order: Available if Use Order Broker is selected at the Tenant screen.

•         System Products: Available if Use Order Broker is selected at the Tenant screen.

•         Browse Order Item: Available if Use Order Broker is selected at the Tenant screen.

•         Edit Order Item: Available if Use Order Broker is selected at the Tenant screen.

•         Purchase Order Inquiry: Available if Use Vendor Portal is selected at the Tenant screen.

•         Purchase Order: Available if Use Vendor Portal is selected at the Tenant screen.

•         Browse Detail Customizations: Available if Use Vendor Portal is selected at the Tenant screen.

•         Browse Purchase Order Detail Messages: Available if Use Vendor Portal is selected at the Tenant screen.

•         Display Purchase Order Item: Available if Use Vendor Portal is selected at the Tenant screen.

•         Purchase Order History Detail: Available if Use Vendor Portal is selected at the Tenant screen.

•         Invoice Inquiry: Available if Use Vendor Portal is selected at the Tenant screen.

•         Invoice: Available if Use Vendor Portal is selected at the Tenant screen.

•         Browse Invoice Detail: Available if Use Vendor Portal is selected at the Tenant screen.

•         Approve Invoice: Available if Use Vendor Portal is selected at the Tenant screen.

Products Menu: Used by the Order Broker module.

Note:             Screens indicated with an asterisk (*) are available from the Products dropdown menu but not from the Products area of the home screen.

•         Products

•         New Product

•         Edit Product

•         System Products

•         Edit System Product

•         Product Locations

•         New Product Location

•         Browse Product Locations

•         Edit Product Location

•         Probability Rules: Available if Use Order Broker is selected at the Tenant screen.

•         Calculations: Available if Use Order Broker is selected at the Tenant screen.

•         Probability Rule Wizard: Available if Use Order Broker is selected at the Tenant screen.

•         Probability Location: Available if Use Order Broker is selected at the Tenant screen.

•         Schedule Imports: Available if Use Order Broker is selected at the Tenant screen.

•         Schedule Imports: Available if Use Order Broker is selected at the Tenant screen.

•         System Imports History: Available if Use Order Broker is selected at the Tenant screen.

•         *Ecommerce Rules: Available if Use Order Broker is selected at the Tenant screen.

•         *New Ecommerce Rule: Available if Use Order Broker is selected at the Tenant screen.

•         *Edit Ecommerce Rule: Available if Use Order Broker is selected at the Tenant screen.

•         *Ecommerce Location: Available if Use Order Broker is selected at the Tenant screen.

Locations Menu:

•         Organizations and Preferences

•         Preferences: Available if Use Order Broker is selected at the Tenant screen.

•         Organization

•         Drop Ship Preferences: Available if Use Vendor Portal is selected at the Tenant screen.

•         Store Connect Preferences: Available if Use Store Connect is selected at the Tenant screen.

•         Brands: Available if Use Vendor Portal is selected at the Tenant screen.

•         New Brand: Available if Use Vendor Portal is selected at the Tenant screen.

•         Edit Brand: Available if Use Vendor Portal is selected at the Tenant screen.

•         Location Types

•         Location Type

•         Locations

•         New Location

•         Edit Location

•         Fulfillment Zones: Available if Use Order Broker is selected at the Tenant screen.

•         Fulfillment Zone Wizard: Available if Use Order Broker is selected at the Tenant screen.

•         Browse Fulfillment Zones: Available if Use Order Broker is selected at the Tenant screen.

•         Vendors: Available if Use Vendor Portal is selected at the Tenant screen.

•         New Vendor: Available if Use Vendor Portal is selected at the Tenant screen.

•         Edit Vendor: Available if Use Vendor Portal is selected at the Tenant screen.

Reports Menu:

•         Run Reports

•         Schedule Reports

•         Schedule Report

•         View Reports

•         Order Status Report: Available if Use Order Broker is selected at the Tenant screen.

•         Unfulfillable Report: Available if Use Order Broker is selected at the Tenant screen.

•         Zone List Report: Available if Use Order Broker is selected at the Tenant screen.

•         PO Item Status Report: Available if Use Vendor Portal is selected at the Tenant screen.

•         Vendor Aging Detail Report: Available if Use Vendor Portal is selected at the Tenant screen.

•         Upload Reports

•         Configure Report Options

Systems Menu:

Note:             Screens indicated with an asterisk (*) are available from the Systems dropdown menu but not from the Systems area of the home screen.

•         Event Logging

•         *Roles

•         Browse Role

•         Role Wizard

•         User Profiles

•         User Profile Configuration

•         Browse User Profile

•         Vendor User Profiles: Available if Use Vendor Portal is selected at the Tenant screen.

•         Vendor User Profile: Available if Use Vendor Portal is selected at the Tenant screen.

•         Browse Vendor User Profile: Available if Use Vendor Portal is selected at the Tenant screen.

•         Store Associate User Profiles: Available if Use Store Connect is selected at the Tenant screen.

•         New Store Associate User Profile: Available if Use Store Connect is selected at the Tenant screen.

•         Edit Store Associate User Profile: Available if Use Store Connect is selected at the Tenant screen.

•         Browse Store Associate User Profile: Available if Use Store Connect is selected at the Tenant screen.

•         Proximity Uploads: Available if Use Order Broker is selected at the Tenant screen and if Locate is running on premises.

•         Systems

•         System

•         *Domains

•         New Domain

•         Edit Domain

•         Carriers 

•         New Carrier 

•         Edit Carrier

•         *Reason Codes

•         *New Reason Code

•         *Edit Reason Code

•         *Web Service Authorization

•         *Web Service User

•         *New Web Service User

•         *Edit Web Service User

•         *Tenant

Documentation:

•         Operations Guide

•         Data Dictionary

•         Vendor Portal Online Help: Available if Use Vendor Portal is selected at the Tenant screen.

•         Store Connect Help: Available if Use Store Connect is selected at the Tenant screen.

•         Vendor Integration Guide: Available if Use Vendor Portal is selected at the Tenant screen.

Also available from the home screen:

•         Change Password

•         About Locate

 

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