SYMENU System Manager Introduction 32

Stock Watch

 

Stock Watch is an automatic and easy to use feature in Sales Desk that notifies customers when an out of stock item they ordered, or are interested in, has been received into inventory.  In its purest form, all the user has to do is answer Yes or No if the customer wants to be notified and the system handles the rest of the process automatically. 

 

The level of automation (user input) is determined by the Stock Watch setup.  To use Stock Watch you must first enable it and set your default values.  See System Global Setup (Events Handling) of this manual.

Using Stock Watch

 

Fully Automatic Setup: In order line entry, when an item has insufficient quantity available (<=0), the user will be asked if the customer wants to be notified when the item is received.  If the customer says yes, Stock Watch will trigger an e-mail to the customer when the item is received into inventory from a Purchase Order and also alert you if the customer does not have an e-mail address in the Customer File. For these No E-Mail situations, you can use Template Variables as discussed in the Advanced Features of Specific Events.

 

Sales Desk Screen Section – Notify Customer    

 

 

Semi-Automatic Using All Features: This gives the user control over the information displayed.  Here the user can verify information and make adjustments as needed.  Setup controls the features and fields appearing in the Stock Watch Confirmation Box below.  Additionally, Setup can include any of the fields below in the text of the e-mail message.

 

 

 

* User Defined Fields w/customer response in the next column

 

 

Manually Using Stock Watch: The default value can be set not to prompt the user with the customer notification.  If the customer wants to be notified, the user can press the F5 Options Key, select Stock Watch and process the customer’s request.

 

Another application of the F5 Options Key is if there is Qty Available > 0, the Qty Ordered creates an Insufficient Quantity Available warning.  The user could then use the F5 Key to select Stock Watch if the customer requires a notification.

 

Stock Watch is a powerful feature that can greatly improve your Customer Service and returns on Customer Relationship Management.  The default values and setup should be reviewed thoroughly.

Web Stock Watch

 

You can send the Stock Watch flag through eOrders or eStore to Elliott.  As long as the customer placing the request has an e-mail address in Elliott, then the Stock Watch feature can work for them.


 

Links & CRM

 

 

Application Overview

 

Links allow you to open any file on your system, as well as going directly to a URL address.  The advantage of links is that they are tied to a master record, which means you do not have to leave your screen (exit your application) to access the document or URL address.

 

Not only do links make it easier to enhance Customer Relationship Management, they also improve productivity and make life easier for the user.  Some typical examples of applying links are:

 

Accessing Quotes

Accessing Correspondence

Accessing Contracts

Yahoo Maps

      Pinpoint locations for salespeople

      E-mail the consumer a map for the nearest dealer

Maintain inventory item graphics

      Give a detailed description of the item to the customer

E-mail the customer a graphic of the item

Link to Customer’s Website

      Know the customer better

      See what is new with the customer

 


Events & CRM

 

 

Application Overview

 

 

Events are actions that take place in Elliott allowing you to know what is going on or what has happened. As a Customer Relationship Management tool they can serve as the process to contact the customer when something specific to their needs has occurred.

 

Common CRM events are:

 

                        Notify customers when an item they are interested in has been received.

                        Notify customers when an order on credit hold has been released.

                        At the time of “Back Room” order entry, notify customers if a backorder situation exists.

                        Alert the customer at the time of “Live – on the phone” order entry when special pricing exists for

an item.

                        Notify salespeople when an order has been placed by one of their customers.

 

Bottom Line:    Events give you access to anything that is going on within your system.  The use of events is almost unlimited.

  


User Notes & CRM

 

Application Overview

 

Basically, User Notes and Note Types (templates) allow you to build a report and management system based on the information within your Elliott System. 

 

Popular CRM Uses:

 

Print pertinent customer information on key documents such as invoices, packing slips, and order acknowledgements to enhance Customer Relationship Management.

 

Access notes from previous conversations to be better informed and up to date for the customer.

 

From a marketing standpoint, you could use Note Types as a template for customer surveys and even telemarketing scripts. 

  


Ticklers & CRM

 

 

Application Overview

 

Ticklers are your management tool for what to do, when to do it, and even how to do it. 

 

Customers appreciate when you provide a service on their behalf and on time, i.e. it reminds you to keep a promise or to complete a task. 

 

Bottom Line:    Keeping and completing a promise is what Customer Relationship Management is all about.

 

 


Util-Setup

File Utilities

Application Overview

 

The File Utilities application allows you to rebuild corrupted data files, initialize new data files, export Elliott indexed files to ASCII files and import ASCII files to Elliott indexed files.

 

Run Instructions

 

At the Elliott Main Menu à Util-Setup à File Utilities.

 

 


Util-Setup Pull-Down Menu

 

 


The File Utilities Menu


 

File Utilities Menu Options

 

Exporting

 

When Exporting a file, the system will sequentially read the selected data file and display the number of records being exported.  This will create an ASCII file with the same base name, but an extension of .TXT; i.e., exporting the Customer File will create an ASCII file with the name ARCUSFIL.TXT.  When the Export is complete, press any key to return to the package Export menu.

 

Importing

 

When Importing a file, the system will sequentially read the selected data file name with a file extension of .TXT and create an indexed Elliott data file, i.e. importing the Customer File is done by reading ARCUSFIL.TXT (an ASCII file) and creating ARCUSFIL.BTR (a Btrieve file).  The number of records imported is displayed in a pop-up window.  When the import is complete, press any key to return to the package Import first menu.

 

Warning:  The ASCII file (.TXT extension) MUST exist before the file can be imported.  Importing a file, which has no associated .TXT file, will erase all records in that data file.

 

If you are using Pervasive, then you must make sure you are importing to an initialized file.  If the file contains records, then those records will not be overwritten, even if you choose “C” for “Create.”  If the initialized file does not exist, then you will receive a Btrieve error. 

 

Rebuild

 

To fix a corrupted file you can select Rebuild.  If you select Rebuild, a window will appear displaying all of the Elliott packages.  After selecting the package you are working in, a window will appear displaying the files for that package.  Select the files you wish to Rebuild.

 

If you choose to Rebuild corrupted data files, the system will begin processing that file, displaying the number of records processed.  When the Rebuild is complete, press any key to return to the package Rebuild first menu.  Since no further maintenance is needed, you can now return to the Elliott main menu selecting X for EXIT.

 

If you are using Pervasive, then this rebuild function is functionless.  We recommend exporting the data file, initializing the Btrieve file and importing from the ASCII.  This will insure that the file is rebuilt according to Pervasive specifications.  You can also use the Rebuild function built into Pervasive.

 

Initialize

 

All necessary system files are initialized during installation.  When you add a new company and tell the system which packages you are installing in Company File Maintenance, the system will initialize the files for you.  If you initialize an existing file, the initialize file process will have no effect.  If you need to clear out a file and start new, rename that file in the correct data directory and then run the initialization process.

 

 

 

NOTE:  If on a network, make sure no one is using the file you are trying to Rebuild, Export or Import as maintenance on a file in use by another user may cause critical file errors.

 

 

Export

 

                       

            Select Export ASCII File from the File Utilities menu bar.

 

The next screen to appear will be the Export ASCII Files screen that displays all the packages. From this window, select the package that contains the file you wish to Export.

 

 

 

                  Export ASCII Files (Package List)

 

For example, if you select G/L, the next screen that will appear is the Export G/L ASCII Files menu. You may select any file from this window or use the arrow key to move to the second menu where applicable.

 



After selecting the file to be exported, you will be prompted with (C)reate File, (A)ppend File, (Q)uit. If you select (C)reate File, the program will delete the existing ASCII text on the hard drive and create a new file.

 

If you select (A)ppend File, this will add to the end of the existing ASCII text file.

 

If you select (Q)uit , the program is terminated and you are returned to the window.

 

The Export process displays the file name and number of records Exported.  When the Export is complete, press any key to continue.  This will take you back to the Export Data Files menu.

 

 

Import

 

Select Import ASCII File from the File Utilities menu bar.

 

This is the same process as Export:

 

1.       Select Package

2.       Select File to Import

 

 

After selecting the file to be imported, you will be prompted with (C)reate File, (A)ppend File, (Q)uit.  If you are not using Pervasive and select (C)reate File, the program will delete the existing data file and create a new file from the ASCII text file on the system.  If you are using Pervasive, you will need to rename the Btrieve file, initialize the file and then run the import.

 

If you select (A)ppend File, this will add to the existing data file.

 

If you select (Q)uit, the program is terminated and you are returned to the window.

 

The Import process displays the file name and number of records Imported.  When the Import is complete, press any key to continue.  This will take you back to the Import ASCII Files menu.

 

 

Rebuild

 

Select Rebuild corrupted data files from the File Utilities bar menu.

 

This is the same process as Export:

 

3.       Select Package

4.       Select File to Rebuild

 

After selecting the file to be rebuilt, you will be prompted with a “Are You Sure” question.  Answer Y or N.  If you answer Y, the program will begin the Rebuild Process displaying the file name and number of records rebuilt.

 

When the Rebuild is complete, press any key to continue.


Initialize

 

Used to create a new file for a file you have renamed or deleted.  If you initialize this file a second time, there will be no affect on the file and the data it contains.


 

 


Click Initialize and from the Drop Down select the package for the file(s) you wish to initialize.

 

 

 

 


From the First-Menu, Second-Menu, or Third-Menu, (in some cases), select the file individually to initialize. 


 

 

 


Systems Manager

  1. Mapped Drives Disappear After Logoff or Reboot
  2. Using Raw Data Pass Through for Dot Matrix Printer on Windows 10 Does Not Work
  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
  59. Not Able to Change Attributes Added by Other Users
  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
  74. It Is Extremely Slow to Run Elliott over VPN Connection
  75. SYTIMCLK Systems Manager General Time Clock
  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
  79. How Do I Limit the Companies for Users?
  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager - External Macros
  149. SYMENU System Manager - Internal Macros
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
  206. MAPISendMail failed! Not supported [26]
  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor
  212. Running Elliott 8.2 and Up on Windows 2003 Server
  213. How Can I Find Out About New Elliott Events Added or Changed Lately?
  214. Feature - Export Enhanced Attribute Predefined Code Value and Description
  215. Error 114 with GUIUTL32.LBR\GUIUTIL.int in Defer Processing
  216. EL800.EXE - Bad Image - MSVCRT20.dll Is Either Not Designed to Run on Windows or It Contains an Error
  217. Anti-Virus Caused Failure on Crystal Reports ODBC Access
  218. AVIRA Anti Virus Software Kills Elliott EL800 Executable
  219. Error: Trx Date Outside Date Range (00/00/00 - 00/00/00)
  220. How to Allow User to See All Spooled Reports in One Module
  221. A Support Case of Investigating Elliott Database Performance Problem
  222. Received Error in Macro DEALLOC-SHR-MEM Deallocate Failed - Invalid Pointor
  223. Feature - Added the Ability to Purge the System Activity Log
  224. Sequential File Access Status Code
  225. How to Start Defer Processing Automatically Upon Logging Onto Admin Account
  226. How to Set Up Elliott in Windows Program Menu (Start -> All Programs)
  227. Windows 1809 Update Causes Map Drive to Disconnect After Log Out

Feedback and Knowledge Base