Steps in the screenshots correspond to the numbers in the headings.
The Pricing Analyst Dashboard has been set up to provide you with an easy place to manage your work. This dashboard may be set as your home page (depending on your profile) or it can always be accessed through the Dashboard link on the main menu.
1. You will always want to start off by Refreshing the content from the top panel. This will ensure that you are seeing the most current data.
2. The message under the Dashboard heading will tell you the last time the dashboard was refreshed.
Generally speaking, you can either use the four arrows in the top of the window to expand the view, or choose the View Report hyperlink at the bottom of the window to see the full data. Using the View Report option gives you more sorting options, etc., so that is the option I choose the most.
3. The first window is Products that need validation. This window is for the Data Integrity Team. These are newly added products that do not have the eCommerce Ready field checked. Data Integrity will confirm the description, picture, OEM, etc. are correct before checking the flag. Even though the product is marked "Active", it will not show in the eCommerce store until that flag is checked. At that time, an integration will run, and a big commerce ID will be populated as well.
The product shown in the screenshot below would NOT be shown in the eCommerce Store as it is shown now.
4. The next window is Products without Price Book Entries. When you click on the report hyperlink a new window opens. All products that go to eCommerce must have a price or the Quotes/Orders will not process correctly.
In the case of 0351-001-REP, this is a product that will need to be evaluated each time. Therefore, we need to enter a zero dollar price in the price book.
- The Product Name in blue is a hyperlink. It will take you into the Product Record.
- Click on the Related tab.
- Scroll to the bottom to the Price Book heading and choose "Add Standard Price"
- Enter the Price and Save.
- The product will now fall off the report.
5. Orders in the Harvard Queue will be the primary window for Orders from the FMS Sites.
6. In reality, there should not be many orders in the My Open Orders Window. These are orders that are assigned to you, not to the queue.
- As a best practice, you should leave the Order in the Harvard Distribution queue as opposed to assigning it to yourself, unless there is something "outside of the norm" that has to be done.
- Orders start out in the Order Accepted State. If you have to make a change that will increase the price, the system will move the status back to Order Hold until we have confirmation from the customer that the price increase is acceptable.
- If that is the case, you would move the order to Fulfillment Pending and Mark as Current Status, then make your changes. If it is necessary for an integration to run, you would move it back to draft.
7. Finally, the last window is for Orders Needing Shipping Info. These are orders that are currently in the Fulfillment Pending Status that currently have a job number in the Order Name field for both the Order and the Order line (product) level.
- To complete, scroll down to the Shipping and Billing Information section on the Order, enter the Shipping Method (if available) and Tracking information. Save.
- Go back up to the top and mark the Order Status as Activated and Mark as Current Status.
- The Order will now show as completed in eCommerce.
A video on this topic can be found by clicking the following link:
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