OrderPro/Accounts On Line Options

(iNet 1.0 users only)

Click on any of the options listed below for a definition.

Ability for a user to access the Accounts On-Line featureAn iNet user must have this option set to Yes in order to use any Accounts On-Line feature.

Ability for a user with Accounts On-Line access to view and select jobs For Accounts On-Line features, this option assumes the user has access to Accounts On-Line.  For Order Pro features, this option assumes the user has access to Order Pro.

Ability for a user to search, view, and print archived invoicesThis option determines whether or not a user can view, search, and print past invoices that are archived on your system in QuickRecall.  This option assumes the user has access to Accounts On-Line and/or Order Pro features.

Ability for a user to view a list and select jobs with a credit balanceThis option determines whether or not a user can view and select jobs with a credit balance.  This option assumes the user has access to Accounts On-Line and/or Order Pro features.

Ability for a user to access the Order Pro featuresAn iNet user must have this option set to Yes in order to use any Order Pro feature.

Ability for a user to search inventory using the category search featureThis option determines whether or not an iNet user can use the Category Search feature in Order Pro.  This option assumes the user has access to Order Pro features.

Ability for the user to view item pricingThis option determines whether or not an iNet user can view prices on the Item List, Item Display, and while creating or viewing an order or quote.  This option assumes the user has access to Order Pro features.

Ability for a user to view item quantities on hand, on order, committedThis option determines whether or not an iNet user can view quantity on hand, quantity on order, and committed quantity when viewing the Item List and Item Detail screens.  This option assumes the user has access to Order Pro features.

Ability for a user to create a list of item favoritesThis option determines whether or not an iNet user can save a list of "favorite items" for use when creating orders/quotes.  This option assumes the user has access to Order Pro features.

Ability for a user to create an Order Pro EstimateThis option determines whether or not a user can create an estimate in Order Pro. This option assumes the user has access to Order Pro features.

Ability for a user to create an Order Pro OrderThis option determines whether or not a user can create an order in Order Pro. This option assumes the user has access to Order Pro features.

Ability for a user to change an estimate to an orderThis option determines whether or not a user can change an estimate to an order in Order Pro. This option assumes the user has access to Order Pro features.

Ability for a user to make a copy of an estimateThis option determines whether or not a user can copy an existing estimate in Order Pro. This option assumes the user has access to Order Pro features.

Ability for a user to make a copy of an orderThis option determines whether or not a user can copy an existing order in Order Pro. This option assumes the user has access to Order Pro features.

Ability for a user to save an estimate for future editing and submissionThis option determines whether or not a user can save an estimate, retrieve it on a subsequent visit to your iNet site, make any necessary changes, and submit it.  This option assumes the user has access to Order Pro features.

Default sku for posting not in file items in iNet

Display terms discount amount in Accounts on LineSetting this option to Yes causes Accounts on Line to display the transaction terms discount. The terms discount will display in the HTML screen, regardless of the discount status or other system flags ( i.e. if the transaction discount date has expired, the account is past due, the Print Terms Discount Readable flag is set to No, etc.).

iNet Lockin Storemultistore users only:  enter the user's iNet lockin store.

iNet Allow Account SelectionThis option works in conjunction with the MSY option "iNet Employee Order Pro on System", which can only be activated by the Epicor Licensing department, or the Eagle Advice Line.

This option determines whether or not your employees can switch to a different account number after signing on to iNet (you should never give this ability to your customers).  By default, the web server accesses the iNet customer account assigned to the user after signing on.  Immediately after signing on, your employees with the "select account" option will be given the choice of either using their assigned iNet customer account or entering another customer account number.   If the employee enters a different customer account number, the web server will access that account until the employee either signs off or selects another customer by clicking the "Select Account" link on the left menu bar under "Options."  (Note:  this link only appears on the menu when the "iNet allow account selection" option is set to Yes for the signed-on employee.)  The employee must finish any orders or quotes in progress before switching accounts.

Item extended description to show in iNet1=Always show Note Type 8 (default) and 2=Show Note Type 2, unless there is a Note Type 8.

Set this option to 1 if you want Inventory Maintenance Note Type 8 to always show as the extended description for an item in iNet. If there is no Note Type 8, then no extended description will show.  

Set this option to 2 if you want Inventory Maintenance Note Type 8 to show (if there is one).  If there is no Note Type 8, then display Note Type 2 (extended description shown in POS).   

Moreover, adding a Note Type 8 for an item is only necessary when you need a different extended description than what is shown at POS.

Mask Manufacturer Information in Inet Order Pro and eStoreThis option determines if the Manufacture Code and Manufacturer Part Number display in iNet Catalog, Order Pro and e-Store. Setting this option to Yes suppresses these values from displaying to the user.