The BO order allows you to place orders for one or more users on different products.

Manage Orders

In the "In Progress" tab, you will find orders that are in "Draft" or "To be generated" status. It is then possible to continue the order, cancel it or duplicate it.
In the "Completed" tab, you will find the orders that have been generated. It is possible to review them using the button or duplicate them.

To create an order, enter a name, then click
Double-click in the “Name” cell of your order to be able to rename the BO order.

Target selection

The first step is to select who the targets of the order will be. This can be users or delivery locations. To do this, click on the button

In the pop-up, the first tab "Users" allows you to target users using the "Organizations" filter or the different filters in the table:

The second tab "By delivery location" allows you to target different delivery locations. Select whether they are stores, boxes or other types of locations, then choose a role or roles, or even a brand:

Once the selection is made, click "OK" to add the targets to the command.
It is then possible to delete targets by clicking on the button or add new ones by clicking the button

Product selection

The second step is to select which products will be in the order. These can be non-campaign and/or campaign products. To do this, click on the button

The pop-up automatically shows non-campaign products, but it is possible to select on-campaign products by clicking the button then selecting the desired campaign.

It is also possible to filter products by process. Once a process has been selected, a new logistician/service provider filter is available. For the Material process, it allows you to filter products by logistician and to consult the available stock:

For the Event, Merch and Rent processes, the provider filter allows you to display products linked to the selected provider.

Once the selection is made, click "OK" to add the products to the order.
It is then possible to delete products by clicking on the button or add new ones by clicking the button

Command settings

The third step is to set up orders by indicating quantities, delivery locations and other necessary information.

The global input help allows you to enter information that will be applied to all products if the settings allow it.

It is possible to enter the quantity, the date of service, the type of delivery location as well as the quota to use (that of the creator of the order, or that of the person responsible for the order):

Below, the products are presented in tabs. For each product, eCOS ® displays the visual of the product as well as the label, the reference, the price.
Next to the label of each product, indicates that all information in the product order lines is filled in. While indicates information about product order lines is missing.

For each product, it is possible to fill in the information contained in the “Input help” and “Product information” blocks in bulk. To do this, select order lines using the check boxes in the table, then enter information (the delivery date or quantity for example).

You can also use the checkboxes to remove targets using the button or add targets that you may have forgotten (only for the product you are in) using the button

The button allows you to delete lines that have a quantity equal to 0.

In the status column, the icon:

• All information on the command line is filled in;
• Some order information is missing (If you hover over the icon, you can see what information is missing);
• All information on the order line is filled in but eCOS ® has automatically modified one piece of information.

It is also possible to use table filters to select certain rows (e.g. only CS users or rows with missing information).

Details pop-up

By clicking on the organization, first name or last name of an order line, it is possible to open the order line editing pop-up:

Help with entering quantities

The button makes it easier to complete order quantities in several ways:

• It is possible to export the table using right-click > Export (.xlsx), then copy the necessary columns into the eCOS ® table;
• It is possible to paste the quantities (from Excel for example) into the quantity columns of each product using the shortcut ctrl+v;
• It is possible to use the copy handle to "pull" a quantity vertically.

Use the button , available next to each product label, to expand the columns corresponding to the targeted delivery locations.

Generating orders

Last step: generating the commands. The table summarizes the different commands that have been configured.

Click the button to start generating orders. eCOS ® then generates the orders one by one, but it is possible to exit the screen and come back to generate the orders later.

If orders are in error (for example, due to stocks or quotas that have been consumed in the meantime), it is possible to duplicate only the orders in error using the button