Overview: Build-to Levels on Pre-sell Handhelds

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Build-To Levels Sample

Added with the Build-to Plugin, the build-to levels are setup in the backend system through the Customer Records Build-To Panel. These levels may be edited through the pre-sell screen on the Salesperson handheld.

The Build-to plugin saves a pre-seller a considerable amount of time while entering orders using a handheld. Within eoStar, desired inventory quantities can be entered for each product. When a pre-seller enters a count for a customer via their handheld, the appropriate field will suggest an order quantity by using the build-to value that was entered for the product. For example, if the build-to value for product # 8764 is 5 and the customer has a count of 3, then the quantity field will be populated with a suggested order quantity of 2 when the Auto-Calc QTY menu option is selected. The suggested order quantity can be overridden.

Additionally, it is possible to edit the build-to levels. For example, if the count for product # 8764 is 3, and the quantity is 4, then the build-to level may be changed to 7 when the Auto-Calc Build-To menu option is selected.

When using the force build-to and adding new items for a customer, the items will have to be added to the shelf setup first in order to use the build-to column within the order.

With the creation of build-to levels in the backend, the build to column will be available to be viewed instantly on the handheld. To view this column, tap the star menu, and then Customize layout. Select the box labeled BLD.

How-To View the Build-to Column

1. From the Pre-Sell order screen, tap the Star Menu.
2. Tap Customize Layout.
3. Select the box next to "BLD".

How-To Auto Calculate the Quantity using Build-to

1. From the Pre-Sell Order Screen, tap the Invoice button.
2. Add in the Count amount.
3. Tap the Star Menu and then Auto-Calc QTY.
4. Tap Yes.

How-to Auto Calculate the Build-to Levels

1. From the Pre-Sell Order Screen, tap the Invoice button.
2. Add in the Count amount.
3. Tap the Star Menu and then Auto-Calc Build-To.
4. Tap Yes.