7 Home Screen

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

Modern View: See the Modern View Overview for information on advancing to Modern View and a list of the options available.

Orders Menu:

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

  • Trace Shopping Log: Available if Use Routing Engine is selected at the Tenant screen.

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

    • System Products: Available if Use Routing Engine is selected at the Tenant screen.

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

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

    • Order History Detail - Address Change Window: Available if Use Routing Engine 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 Routing Engine 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

  • Product Attributes: Used for the Routing Engine module.

    • New Product Attribute: Used for the Routing Engine module.

    • Edit Product Attribute: Used for the Routing Engine module.

• Probability Rules: Available if Use Routing Engine is selected at the Tenant screen.

  • Calculations: Available if Use Routing Engine is selected at the Tenant screen.

  • Probability Rule Wizard: Available if Use Routing Engine is selected at the Tenant screen.

• Probability Location: Available if Use Routing Engine is selected at the Tenant screen.

• *Probable Quantity Rules: Available if Use Routing Engine is selected at the Tenant screen.

  • *New Probable Quantity Rule: Available if Use Routing Engine is selected at the Tenant screen.

  • *Edit Probable Quantity Rule: Available if Use Routing Engine is selected at the Tenant screen.

• *Probable Quantity Location: Available if Use Routing Engine is selected at the Tenant screen.

  Locations Menu:

  Note:

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

• Organizations and Preferences

  • Edit Organization or New Organization

  • Preferences: Available if Use Routing Engine is selected at the Tenant screen.

  • Edit 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.

• *Order Broker Preference Overrides: Available if Use Routing Engine is selected at the Tenant screen.

  • *Edit Order Broker Preference Override: Available if Use Routing Engine is selected at the Tenant screen.

  • *Browse Order Broker Preference Override: Available if Use Routing Engine is selected at the Tenant screen.

• Location Types

  • Location Type

• Locations

  • New Location

  • Edit Location

  • Location Attributes: Used for the Routing Engine module.

    • New Location Attribute: Used for the Routing Engine module.

    • Edit Location Attribute: Used for the Routing Engine module.

• Attribute Definitions: Used for the Routing Engine module.

  • New Attribute Definition: Used for the Routing Engine module.

  • Edit Attribute Definition: Used for the Routing Engine module.

  • Browse Attribute Definitions: Used for the Routing Engine module.

  • Manage Attribute Definition: Used for the Routing Engine module.

• Location Bulk Updates: Used for the Routing Engine module.

• Fulfillment Zones: Available if Use Routing Engine is selected at the Tenant screen.

  • Fulfillment Zone Wizard: Available if Use Routing Engine is selected at the Tenant screen.

  • Browse Fulfillment Zones: Available if Use Routing Engine 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

  • Used for the Routing Engine module:

    • Location Import Errors Report

    • Order Status Report

    • Product Barcode Import Errors Report

    • Product Import Errors Report

    • Unfulfillable Report

    • Zone List Report

  • Used for the Supplier Direct Fulfillment module:

    • Invoice Detail Report.

    • PO Item Status Report

    • Vendor Aging Detail Report

    • Vendor Aging Summary Report

  Note:

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

  Systems Menu:

• *View Active Schedules

  • Auto Cancel Unclaimed Pickup Orders History

  • Browse Active Schedules

  • Completed Order Private Data Purge History

  • Daily Clean Up Job History

  • Email Notifications Job History

  • Fulfilled Inventory Export History

  • Identity Cloud User Synchronization History

  • Incremental Imports History

  • Inventory Quantity Export History

  • Sales Order Data Extract Job History
  • Product Imports History

• *View Job History

• *Schedule Jobs

  For more information on imports:

  • Importing Locations through File Storage API

  • Importing Products, System Products, and Item Image URLs through File Storage API

  • Importing Product Locations through File Storage API

  • Importing UPC Barcodes through File Storage API

• 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.

  • 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 Routing Engine is selected at the Tenant screen.

• Systems

  • System

• *Tenant: advance to either the Tenant (retailer information) screen or the Tenant-Admin screen, depending on whether you are an admin user

• *Manage External Services

  • *New External Service

  • *Edit External Service

• *Web Service Authorization

  • *New Web Service User

    • *Web Service User

• Manage External Application Access

  • Edit Web Services

  • Generate Application Client

  • Regenerate Application Client Secret

• *File Storage History

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:

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