Selection Sheet Manager Set-Up Options

Activate this option to display a drop down menu on the last window of the selection process. This option works in conjunction with menu option SSM 15 - Work with Status to provide more detailed status codes for selection.

Flag these to Y to grant authority and N to deny access.

• Finalizing orders locks an order but does not place an order.
• Closing an order does not delete it. It is still maintained and can be re-opened or researched.
• Lost - Allows for the tracking of orders/selections lost to competitors. This status is included in the Drilldown and Traffic reports. This feature does NOT replace or interface with the Lost Orders System (on the CORE system).

This option allows you to change the default pricing from the native pricing UM found pulled in from the Item File to pricing based on the entered UM.

Prior to the introduction of this setting in 2015, the pricing for an item displayed in the native UM pulled from the item file. For some items, this is not the pricing that you want the customers to see. A typical scenario is an item that has a native UM of PC in the item file and SSM displays that pricing when the item is ordered. However the preferred UM for a quote is in SF.

• N - Native - This is the default. Leaving the setting blank is the same as entering an "N". There are no changes to how pricing is currently displayed or printed. The native UM from the Item File is used.
• E-Entered - The unit price displayed on screen and on selection sheet prints would default to the entered UM. This happens when the item selected has a NB policy, and the entered UM is different than the native pricing UM, and the Sales UM (the UM the NB policy code works from). This affects both the customer pricing and the LP pricing (in yellow) displayed on screen.
• B - Both - Display 2 unit prices, native and entered, on the screen and on selection sheet prints.

The UM and item pricing are displayed on the Items tab of a Selection Sheet.

All lines have a "yellow" price which shows the list price in the native unit of measure.  The second "black" price is what is determined and showed by this setting.

If an item has two quantities, two unit prices for the UMs will also display in the same order they appear in the quantity column. The first price shown is the list price.

Some of the items might have three unit prices shown. This can happen for various reason such as the native UM, which is shown first, might have a no break policy on cartons. The unit pricing UM on printed PDFs would also adhere to this setting.

Enter a Y to hide notes/special instructions that are not applicable to sales.

Purchasing Notes are included in the Product Knowledge section of the Item Detail window; unless they have been flagged to not appear.

The Item Information window is accessed by clicking the item details icon next to an item.

Enter a Y to display the Reports and ODS tabs on the Selection Sheet Manager.

The Reports tab gives access to reports that can be generated by a variety of parameters (status, manufacturer, item, area, room, etc.).

The ODS tab provides easy access to the reports generated via the Reports tab.

In order for a user to be able to access and work with the reports posted to ODS, they also need to have authority granted for the same profile on the iSeries via menu option ODS 1. Within ODS 1, find the option Work w/Reports Posted to Web and grant access.

Activating these options directs Selection Sheet Manager to use the default warehouse and/or user when searching through selection sheets.

These 2 fields define the advanced search options for searches done via the master search bar.

If set to "Y" only selection sheet results that my user created or are from my warehouse are returned. With these turned to "N" (which most people have at least initially all sheets are returned regardless of who put them in or from which warehouse/branch.

This setting, if activated, takes the default salesperson associated with your SSM user and uses it on the Header of the order (step 3 of the order process) as the secondary salesperson during Selection Sheet Manager order entry.

If this setting is not activated, the default salesperson is used as the primary salesperson, but this can be overwritten by the salesperson associated with the buyer account Billto.

Activating this setting provides the ability to add/edit/delete references.

If a "Y" is entered a toolkit icon appears which allows you to Add/Edit/Deactivate records.

This setting gives users permission to edit the Job Information on a Selection Sheet. If a "Y" is entered a toolkit icon appears on the Job information tab.

This toolkit icon allows you to Add/Edit/Deactivate records. Clicking the icon brings up the existing entries for that category; City, Construction, etc.

Edit existing entries or add new ones as needed.

To switch between job categories, use the drop down menu.

This setting allows you to enter a number of days as a default for the From and To Date Range for the Selection Search.

If a Default value is entered, the fields are pre-populated, as show below.

If this setting is set to a "Y", then under the quantity requested, we will show the available quantity of this item based on the user's warehouse settings.

Restriction codes are generally assigned to rolled goods and can be for situations such as:

• C = cuts
• M = mid prices
• R = rolls
• B = roll balance.

This setting allows you to not display the restriction code drop down menu when adding a new selection sheet or editing an existing one.

This functionality applies to both the Edit mode, accessed by clicking the pencil icon to the left of an item, and the Add mode, accessed by clicking the add icon at the top of the window.

With setting not activated; the default (Add Item Mode)

With setting activated (Add Item Mode)

This setting activates comment fields the right of each scheduled appointment; in the Item tab. These 13 character fields can be used to enter information about the appointment.

This section on the Consumer Header lets you enter a different address from the consumer's billing address.

The Alternate Address is only related to the printed selection sheet. It is not passed to or saved.

The Alternate address prints along side the Consumer address when the selection sheet is printed.

Enter a "Y" to set the printing default to print the Consumer Address title at the top of the Selection Sheet.

Activate this option to display a drop down menu on the last window of the selection process. This option works in conjunction with menu option SSM 15 - Work with Status to provide more detailed status codes for selection.

Flag these to Y to grant authority and N to deny access.

• Finalizing orders locks an order but does not place an order.
• Closing an order does not delete it. It is still maintained and can be re-opened or researched.
• Lost - Allows for the tracking of orders/selections lost to competitors. This status is included in the Drilldown and Traffic reports. This feature does NOT replace or interface with the Lost Orders System (on the CORE system).

Enter a Y to display the Reports and ODS tabs on the Selection Sheet Manager.

The Reports tab gives access to reports that can be generated by a variety of parameters (status, manufacturer, item, area, room, etc.).

The ODS tab provides easy access to the reports generated via the Reports tab.

In order for a user to be able to access and work with the reports posted to ODS, they also need to have authority granted for the same profile on the iSeries via menu option ODS 1. Within ODS 1, find the option Work w/Reports Posted to Web and grant access.

Activating these options directs Selection Sheet Manager to use the default warehouse and/or user when searching through selection sheets.

These 2 fields define the advanced search options for searches done via the master search bar.

If set to "Y" only selection sheet results that my user created or are from my warehouse are returned. With these turned to "N" (which most people have at least initially all sheets are returned regardless of who put them in or from which warehouse/branch.

This setting, if activated, takes the default salesperson associated with your SSM user and uses it on the Header of the order (step 3 of the order process) as the secondary salesperson during Selection Sheet Manager order entry.

If this setting is not activated, the default salesperson is used as the primary salesperson, but this can be overwritten by the salesperson associated with the buyer account Billto.

Activating this setting provides the ability to add/edit/delete references.

If a "Y" is entered a toolkit icon appears which allows you to Add/Edit/Deactivate records.

This setting gives users permission to edit the Job Information on a Selection Sheet. If a "Y" is entered a toolkit icon appears on the Job information tab.

This toolkit icon allows you to Add/Edit/Deactivate records. Clicking the icon brings up the existing entries for that category; City, Construction, etc.

Edit existing entries or add new ones as needed.

To switch between job categories, use the drop down menu.

If this setting is set to a "Y", then under the quantity requested, we will show the available quantity of this item based on the user's warehouse settings.

The salesperson that appears on the Order Window screen and on inquiries and reports.

If this field is left blank, the default for not entering a salesperson from the Salesperson file (FIL 7) is used. In most cases, this default is Other/Miscellaneous.

This field is not linked to the Limit to SLMN# on the User ID Control Panel (SET 2).

Activate this option to display a drop down menu on the last window of the selection process. This option works in conjunction with menu option SSM 15 - Work with Status to provide more detailed status codes for selection.

Flag these to Y to grant authority and N to deny access.

• Finalizing orders locks an order but does not place an order.
• Closing an order does not delete it. It is still maintained and can be re-opened or researched.
• Lost - Allows for the tracking of orders/selections lost to competitors. This status is included in the Drilldown and Traffic reports. This feature does NOT replace or interface with the Lost Orders System (on the CORE system).

Enter a Y to display the Reports and ODS tabs on the Selection Sheet Manager.

The Reports tab gives access to reports that can be generated by a variety of parameters (status, manufacturer, item, area, room, etc.).

There is also a traffic report that can be generated and then customized as needed.

The ODS tab provides easy access to the reports generated via the Reports tab.

In order for a user to be able to access and work with the reports posted to ODS, they also need to have authority granted for the same profile on the iSeries via menu option ODS 1. Within ODS 1, find the option Work w/Reports Posted to Web and grant access.

Activating these options directs Selection Sheet Manager to use the default warehouse and/or user when searching through selection sheets.

These 2 fields define the advanced search options for searches done via the master search bar.

If set to "Y" only selection sheet results that my user created or are from my warehouse are returned. With these turned to "N" (which most people have at least initially all sheets are returned regardless of who put them in or from which warehouse/branch.

This setting, if activated, takes the default salesperson associated with your SSM user and uses it on the Header of the order (step 3 of the order process) as the secondary salesperson during Selection Sheet Manager order entry.

If this setting is not activated, the default salesperson is used as the primary salesperson, but this can be overwritten by the salesperson associated with the buyer account Billto.

Activating this setting provides the ability to add/edit/delete references.

If a "Y" is entered a toolkit icon appears which allows you to Add/Edit/Deactivate records.

This setting gives users permission to edit the Job Information on a Selection Sheet. If a "Y" is entered a toolkit icon appears on the Job information tab.

This toolkit icon allows you to Add/Edit/Deactivate records. Clicking the icon brings up the existing entries for that category; City, Construction, etc.

Edit existing entries or add new ones as needed.

To switch between job categories, use the drop down menu.

If this setting is set to a "Y", then under the quantity requested, we will show the available quantity of this item based on the user's warehouse settings.

Restriction codes are generally assigned to rolled goods and can be for situations such as:

• C = cuts
• M = mid prices
• R = rolls
• B = roll balance.

This setting allows you to not display the restriction code drop down menu when adding a new selection sheet or editing an existing one.

This functionality applies to both the Edit mode, accessed by clicking the pencil icon to the left of an item, and the Add mode, accessed by clicking the add icon at the top of the window.

With setting not activated; the default (Add Item Mode)

With setting activated (Add Item Mode)