eSales (ES) Typical Cycles

  1. Company Control Initialization (CC00/eSales Interface)
    • Change the Order Source Code prior to the Trade Show (if specific to a location).
    • Change the Order Comment prior to the Trade Show (if specific to a location).

  2. Customer/Inventory Export File (ES50)
    • Run this program to create the files that will be used to update the data on the handheld devices.
    • Can run this as new customers and items are created as required.

  3. Remote Sales
    • E-mail or FTP files to 'Remote Sales Company'.

  4. Tablets
    • Download the updated files.
    • Enter orders on the tablets.
    • Upload the orders to Remote Sales.

  5. Remote Sales
    • 'Remote Sales Company' to e-mail or FTP files to your contact.
    • Include info for new customers.

  6. Customer Master Import
    • Import the new customers to SU13 in PFE or SUCU in PointForc iTopia (PFiT).
    • Import the new Ship-Tos to SU14 in PFE or SUSH in PFiT.
    • Update files with new customer number.

  7. Sales Order Import (ES52)
    • Run ES52 to generate the orders in OE30.
    • Review Error and Pricing log if required.

  8. Order and Quote Entry (OE30)
    • Check the orders and, if required, take them off Manual Hold.
    • Enter orders on error log if required.
    • Enter credit card information from the orders file.

 
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