(Optional) If you have Customer Order Management, you can use the following procedure to set up the Shipping Options dialog with up to four users to record the employee responsible for each activity involved in the order processing workflow. The information that is recorded can only be reported via Epicor Compass.
The Shipping Options dialog is accessed from the POS header screen by selecting the Ship Via hyperlink, or by selecting Misc and then selecting option M.
Set up POS options 9678, 9679, 9699, and 9780. Options 9678 and 9679 define your own field label for the first and second users in this dialog (they are initially set to Loaded By and Delivered By, respectively). Options 9699 and 9780 allow you to set up a third and fourth user, if desired.
Define up to four, one-character header transaction codes, each with their own field label and an optional choice list. To do this:
Set up options 4801, 4802, 4803, and 4804 to define the Header codes. A code only appears in the Shipping Options dialog if its user-defined label is not blank.
Note: You can identify one of these four Header codes as the Order Status by entering that Header code in option 4811 “Order Header Code Used as Order Status.” If you want to prompt the clerk to update the order status when they are saving an order in totals, set option 4812 “Prompt for Order Status Change?” to A=Always ask, or to B=Ask if blank.
Set up options 4806, 4807, 4808, and 4809 to define each Header code's choice list. Note: If a choice list is defined for a Header code, you can only select from those codes; you cannot enter your own. If no choice list is defined, you can enter any one-character code.
Once you have completed the setup above, and you have begun recording employee activity in the order processing workflow, you can use the POS Open Orders Viewer to view the results. The four Header codes are separate columns in this viewer, allowing you to use the grid’s filtering capability to view only the orders with a particular value in the code.