A minimum of UniData 8.2.1 is required.You can set up a reputation management provider (RMP) via STORIS in order to receive feedback from your customers. Examples of RMPs are Podium, Birdeye, Yotpo, and Reputation.com. A license is required to be purchased in order to use this service. This service is part of STORIS so there is nothing additional to load onto the client workstation.
The RMP gathers cell phone and/or email information from the customer during the initial Enter a Sales Order or Enter a Quick Sale process. Depending on the preference of the RM, the cell or email may receive preference if both are collected. If the order is subsequently updated, this information is not sent again. The information first goes into a queue to be sent during RMP phantom processing. If the data is not permitted to be sent (e.g. the OK to Solicit setting is not checked or no location authorization token exists in the RMP Location ID window), the data is still collected but is deleted by the phantom.
This process takes into account federal and state laws and regulations as when dealing with personal customer information, such as California "paid and taken" law.
General System Control Settings > Licencing tab - The license is called Reputation Management Interface. The submodule is the is name of your RMP.
Advanced Customer Settings > Advanced page > Ok to Solicit - This setting must be checked for the client information to be transmitted to the RMP. If it is not checked, the information is collected but not sent; it is deleted by the phantom and therefore not retained by STORIS.
Warehouse/Store Location Settings > Miscellaneous page > global Actions > Reputation Management Provider Location ID - This screen contain the location authorization token for your RMP. This value is provided by your RMP.
External Communications Settings - A tab with the name of your RMP is shown. This tab contains information specific to your RMP.
Phantom Process Settings - Select Reputation Management Process (RMI.401.PTM)
A minimum of UniData 8.2.1 is required.