Uploads: Many New Upload “Spots”
Throughout the OmniBlocks® workflow, several upload locations have been added.
- Inventory Module
- Order Inventory -> “Order Form” Uploads
- Receive Inventory -> “Additional Attachments” Uploads
- Production Module
- QC Upload column -> Add/View uploads
- MMR Module
- QC Upload column -> Add/View uploads
- Sales Order Module
- Add/Edit Sales Order -> “Customer” Section -> “Customer PO” Uploads
- Add/Edit Sales Order -> “Notes” Section -> “Additional Attachments” Uploads
- Complete Tab -> Plan a Shipment -> “BoL” (Bill of Lading) Uploads
- Suppliers Module
- Supplier Verification column -> Add/View uploads
- Users Module
- Training column -> Add/View uploads
Uploads: View/Download
Uploads: Comprehensive View of Uploads in Statements
When a record completes its OmniBlocks® lifecycle and settle in Statements, all of the uploads associated with that record will be aggregated in Statements for easy view/audit.
For example, in Statements -> Shipments, click “Add/View Uploads” for any shipment to see all uploads associated with that shipment (and its parent Sales Order record).
Uploads: Audit Logging
Generally speaking, the audit log for a given record will show who added (and, where possible, who removed) any uploads related to that record.
Customer Portal: Selective Access to Manufacturer SKUs
Manufacturers can now select a customer for any given SKU (Catalog Item in the Inventory module).
Customer field on Add/Edit SKU (Catalog Item) page
If the selected customer has an activated Customer Portal account, they will be able to set details for the associated TruInsights® product page. This is achieved via the new SKUs table in the Customer Portal. More on this below.
Customer Portal: Manage TruInsights® Product Display
There is a new SKUs table for Customer Portal users.
A logged in Customer can click ‘View/Edit’ to open a page for editing product display details.
Descriptions and Product Images set in the Customer Portal will be reflected in the associated TruInsights® product page. If a valid redirect URL is provided, the associated TruInsights® product page will redirect to that URL.