eSTORIS Control Settings

System Administration > System Settings > Companion Application System Settings > Web System Settings > eSTORIS Control Settings

This field determines product availability based on the Delivery Ship From Location (main warehouse) or based on Specific Locations. Click the Arrow button to select Delivery Ship From Location or Specific Locations. If you select Specific Locations, the entry field to the right becomes active, where you can indicate the specific location(s). Click the Search button to select one or more locations from the Multiple Selection Lookup Window or click the Action button to access the Multiple Location Selection Window.

(STORIS Locked Field!) The payment type indicated here is used for web payments obtained by sources other than Shift4, such as PayPal or Google. When payment options other than Shift4 are used at checkout, the information that is transferred to STORIS from the web uses this payment type.

The following field is used to handle Offline Tax Calculation Differences. When an order is submitted to STORIS, the appropriate tax is calculated. For eSTORIS orders processed in offline mode and then later submitted to STORIS, the calculated tax amounts in eSTORIS and STORIS may not be the same. If the website charged a different amount, that difference has to be accounted for; a Miscellaneous Payment Type is used to account for the discrepancy. In all cases where there is a tax differential, order comments are written to denote this situation.

For situations where the tax calculated by eSTORIS is higher than what STORIS has calculated:
-If using Shift4, Shift4 charges the correct amount.
-If not using Shift4, the system calculates the amount of tax charged on eSTORIS that was above the amount calculated by STORIS. The difference is stored as a tax over charge. These overcharges can be reported using the Report Builder (S$EstorisOrderTax and S$EstorisInvoiceTax).

This field is used to indicate the payment type for tax amount discrepancies that may occur when processing payments in offline mode. If eSTORIS calculates too little tax, then upon successful submission to STORIS the miscellaneous payment type indicated here is used to post the under-charged tax amount. Click Search to select a payment type code from the Read-Only Lookup Window.

When this field is checked, STORIS Product Collections are synced to eSTORIS as Related Products. To skip this conversion, leave the check box blank.

This setting must be checked in order for the information in the Web Benefits field in Collection Settings to sync between STORIS and eSTORIS.

The following four fields also exist in the Web Control Settings process, which contains settings used with Legacy eSTORIS.

Indicate the code of the salesperson to default on all eSTORIS orders. Click the Search button to select a salesperson from the Read-Only Lookup Window.

Indicate the route code to be used as the default when shipping parcels for eSTORIS orders. Click the Search button to select a route code from the Read-Only Lookup Window.

Click the Arrow button to select the default delivery status for eSTORIS orders. Choose one of the following.

ASAP (As Soon As Possible)
CWC (Customer Will Call)
Estimated
Scheduled

If using the Pre-Authorization feature, and you select SCH at this field, pre-authorization is not available because the system then processes all eSTORIS orders as sales.

To activate automatic purchase order creation for eSTORIS orders, check the box at this field. Otherwise, leave the field blank.