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Guide to Service Order Processing

Comments

26 comments

  • Shelby Dodge

    If we add 2 separate price lists to our SOP it allows for the client to choose which price list they would like to use in their online ordering.  Is there are a way to link the event's default price list to the SOP price list, to where the client is not given an option?

    I.e. instead of the client picking between the KEC Price list and the MATS Price list when ordering, if their event's default price list is KEC they will only see the KEC price list.  

  • Kris Corrigan

    Hi

    When up-selling 'Suggested' additional items how can we amend the quantity value?, this seems to be fixed based on the quantity of the attached item.

    Thanks

    Kris

  • Tom Meersman

    Alexis,

    Thank you for the queries! Really usefull!

    Regards,
    Tom

  • Kris Corrigan

    Can we amend the standard email confirmation?

     

  • Carrie Spalding

    Jeanne,

    Any item that shouldn’t be on a price list that’s being used for multiple events should be on its own price list. Then when placing the order, the price list can be changed to pick a different price list.

    Thanks!

    --Carrie

  • Kris Corrigan

    on the confirmation page you have Standard, Custom and an EZ write option.

    Can we amend the standard confirmation.

  • Kris Corrigan

    OK thanks for checking Mark

  • Kris Corrigan

    Also when adding an additional note, when this is displayed can we have this so the notes is 'Closed' and if needed we can expand this as opposed to them being open automatically upon loading.

  • Americas Ungerboeck Consulting

    Kris:

    No, there is no way to amend the Standard Confirmation in SOP.

    That is why we have the options to allow you to instead select a Custom or EZ-Writer as the Confirmation and over-ride/replace the Standard.

    As we are re-creating many of the older v19 iEBMS products such as SOP for v20, we will be adding in that kind of additional functionality, so at some point in the next year or so, you'll be able to do that.

    If this is a critical need, and you don't have anyone who can create an EZ-Writer for you, and you wish to explore having Ungerboeck produce your desired Confirmation, simply submit a Support Ticket here on the Knowledge Base. I'd include an example of what you want, you might copy the content of the current Confirmation into a Word Doc and then add the things you wish and/or change the things you want changed. Our Technical Services team would schedule a call with you to discuss your desires and then produce an estimate for the work for your approval and an eta on when you would expect delivery.

  • Americas Ungerboeck Consulting

    As to the question about the Note, no that behavior is not currently available, but again, we're looking for ideas for Enhancements when we re-write products such as SOP for v20. You might submit this as a Future Enhancement here on the Knowledge  Base.  Allowing the Users to select the desired behavior might be a nice addition.

  • Kris Corrigan

    how can we add item information to price list items.

  • Alexis Legrand

    Hi Mike,

     

    Thank you for your answer. Because we have a lot of SOP configurations concerned we are investigating on a way directly in the database.

    In case of success I maybe will post our solutions.

    Alexis

  • Alexis Legrand

    Hi,

    I am looking for a way to change the price list for several SOP configurations.

    However we encounter an issue because there are some form groups from the current price list and an error message appears.

    Is there a way to achieve this without deleting all items form groups refering to the ol price list? Just in case of the resources used in forms are also available in the new price list.

    Thanks a lot.

    Alexis Legrand

    Palexpo SA

  • Americas Ungerboeck Consulting

    Jeanne - The date is hard coded on the page if you have advanced pricing enabled. You are able to change the phrasing the precedes the date, even remove it completely, but the date will still show.

  • Mike Schepker

    Alexis,

    There is not a way to do this without removing the items from the form groups first. You will need to remove the items from the form groups before you can remove the price list from the SOP configuration.

    Thanks!

  • Kris Corrigan

    Hi

    Is there a way of restricting items on certain events for a group of items, i.e. remove furniture items for a certain event.

    I understand the adding another price list without these options however we wouldn't want the exhibitor to have the option to go back and choose the price list with the other items on.

    I hope this makes sense.

    Thanks

    Kris

  • Alexis Legrand

    Hi,

    Here are the two request used to change price list directly in the database:

    • First change the linked price list on the SOP configuration:

                        UPDATE MM473_CONFIG_INFO

                        SET MM473_FLD_TEXT = 'NEWPRICELISTCODE'

                        WHERE MM473_ORG_CODE = '10' AND MM473_CONFIG_CODE = 'SOPCONFCODE' AND MM473_FLD_TEXT = 'OLDPRICELIST'

    • Second change linked price list on all form group:

                        UPDATE MM472_CONFIG_DTL

                        SET MM472_FLD_TEXT = 'NEWPRICELISTCODE'

                        WHERE MM472_ORG_CODE = '10' AND MM472_CONFIG_CODE = 'SOPCONFCODE' AND MM472_FLD_TEXT = 'OLDPRICELIST'

    Hope it can help.

    Alexis Legrand

    Palexpo SA

  • Americas Ungerboeck Consulting

    Kris - typically defining which order forms are available for ordering on a certain event is the primary way to specify which items are available for order. However, if you are using the Form Groups method in SOP, there is an Access tab on each Form Group where you can define for a certain group of items what days of the week that form is available, times of day, specific dates, holidays or weekends, and number of days before the event. Thanks.

    Mark F

  • Jeanne Buglewicz

    Is it possible to have an item on a price list available only for a certain event?  We need to have bags of ice available for one show, but do not want to offer it for all shows.

  • Brad Hinton

    Hi Kris,

    If you're not receiving the email confirmations at the addresses in that Email Recipients window, it could be that your email server is blocking delivery of the emails internally.  Sometimes, your email server security settings may block these emails as illegitimate traffic since it is coming from the Ungerboeck domain, but we make it look like it's from your own.  You may need to whitelist some IPs to get those emails flowing to your users, and our technical support folks can give you proper information if you open a case with them.

    If you're not seeing those confirmations saved in the order documents tab, you will want to open that as a case with our support team as there shouldn't be any more setup that I'm aware to get those to save in the order folder. 

    Thank you,

    Brad

  • Sean Tame

    This is something that MUST be added to the application as a standard in v20.  It is also needed for Registration Configurations.  We have dozens of configurations over hundreds of events and to update all resources on all forms on all configurations on all events one by one is not a viable option.

  • EMS Support

    hi,

    Currently event attendance and account phone number information are available in only VA confirmation email. We would like to add them in SOP Email confirmation email too. How can we achieve this?

  • Americas Ungerboeck Consulting

    Kris, we'll need to understand a little bit more about what you're wanting to do in regard to the amending of the standard email confirmation. Can you explain what you are wanting to do?

     

    On the other topic, of adding more information to an Item on a Price List, you can do that by simply adding a Note to your Items on the Price List. In SOP you can add both a Note as well as both a Thumbnail and full-sized image of the item to any item on your Price List. The Note and image may be added at the Resource level in the Resources screen, or within the Price List.

  • Jeanne Buglewicz

    Is the verbiage found at the top of the website screen where exhibitors place orders something hard-coded by Ungerboeck, or can it be modified?  Specifically, we need to change the message "Advance pricing is available until ....."  We don't want it on our Food & Beverage section, and we'd like to clarify the statement to say "Advance pricing is available through xx/xx/xx or add until midnight on xx/xx/xx"  Our customers have questioned whether the pricing is available THRU the date listed or UNTIL the day listed (i.e. not including that date).  

  • Americas Ungerboeck Consulting

    Kris - I was able to check with a developer and currently, the quantity of a suggested upsell item is not changeable in SOP. Thanks.

    Mark F

  • Kris Corrigan

    Hi 

    Regarding email confirmations to be sent for iEBMS, we have Email recipients within the box however these recipients haven't received the confirmation of an order.

    Am I right in thinking that entering a value in this box will also send a confirmation to these recipients as well as the client.

    Also we have the tick box within the 'Save Confirmations In order folder' however for orders no confirmation is going within the documents tab, where will this be stored?

    Kris

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