Setup Requirements for Remote Order Entry

Only a system administrator is authorized to set control maintenance records and authorization keys. The additional setup listed below is also required.

Control Maintenance Records

Authorization Keys

Additional Tasks for Setting Up ROE

The following additional tasks are required to set up Remote Order Entry:

Customize the user's logon screen

Customize the logon screen that users see when they first connect to your system. Make the screen inviting and informative, and include a telephone number for technical support.

Edit the default Eclipse Remote Order Entry screen (System > System Files > User Control > Remote Logon Screen Maintenance). You can change any text except the screen's title and the prompt for users to enter a password.

Create a remote UNIX user

Create a UNIX user with a UNIX login name of Remote. Every remote user will use the same login name to log into the UNIX operating system.

Because UNIX passwords are rarely assigned, contact Eclipse Support if you need assistance.

Create a remote user

Create a user ID for each customer who will order remotely on the User Maintenance screen. For more information, see Creating Users for Remote Order Entry.

Set up a terminal for each remote user

Enter a pricing branch and shipping branch for each remote user using the Prc Brch and Shp Brch fields on the Terminal Setup screen (System > System Files > Terminal Setup).

Set the remote order entry parameters

Each Remote Order Entry customer can have unique settings, which determine how the customer interacts with the system during ROE, how orders are handled, and which of your employees are responsible for the orders. For more information, see Setting Remote Order Entry Parameters for Customers.

Provide the software

Install the latest version of Eterm software on each computer that will require remote access. Review the Eterm online help documentation for configuration and connection instructions.

Other Remote Order Entry companion products, such as Sales Force Automation, come with their own software and documentation.

Assign employees to monitor remote orders

Specify which of your employees the system will notify when a remote user logs on or edits an order. Typically, someone like a sales manager receives notification. Set up the notification on the Customer Remote Message Maintenance screen (Files > Customer > Remote hot key > Remote Messaging hot key). You will also use this screen to assign employees to monitor the Remote Order Entry Review Queue and approve orders for processing.

For more information, see Assigning Employees to Monitor Remote Orders.