Are Power Forms in Customer Service for you? Session ID #100330
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QuestDirect. org Are Power Forms in Customer Service for you? Session ID #100330 Lisa Tran – IT Department Andrew Musselman– IT Department
description
Are Power Forms in Customer Service for you? Session ID #100330. Lisa Tran – IT Department Andrew Musselman– IT Department. Agenda. Overview of Stoner Address book Customer management Sales order entry Technical considerations Conclusion. Stoner, Inc. - PowerPoint PPT Presentation
Transcript of Are Power Forms in Customer Service for you? Session ID #100330
QuestDirect.org
Are Power Forms in Customer Service for you?
Session ID #100330
Lisa Tran – IT DepartmentAndrew Musselman– IT Department
QuestDirect.org
Agenda
• Overview of Stoner• Address book• Customer management• Sales order entry• Technical considerations• Conclusion
QuestDirect.org
Stoner, Inc
Serving more than 6,000 manufacturers, service businesses, government agencies, and universitiesStoner supplies retail packaged goods, aerosol and bulk cleaners and lubricants to customers across the USA and internationally factory-direct and through distributors.
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Adding New Customers Power Forms
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Adding New Customers Power Forms
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Adding New Customers Power Forms
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Adding New Customers Power Forms
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Pro of Power Form Customer
• Single screen simplified entry• Buttons on top and bottom of screen• Ability jump back and forth to enter data• Yahoo or other web lookup
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Cons of Power Form Customer
• Business Unit limited to 1 value• Address book without customer master
can’t be viewed• No Delete available• Other fields you might require missing
(payment instrument)
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Managing Customer Power Forms
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Managing Customer Power Forms
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Managing Customer Power Forms
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Managing Customer Power Forms
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Managing Customer Power Forms
QuestDirect.org
Managing Customer Power Forms
QuestDirect.org
Managing Customer Power Forms
QuestDirect.org
Managing Customer Power Forms
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Managing Customer Power Forms
QuestDirect.org
Managing Customer Power Forms
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Managing Customer Power Forms
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Managing Customer Power Forms
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Pro of Power Form Customer
• All information about a customer is at fingertips
• Lots of new features – activities, attachment, opportunity, etc.
• Buttons on top and bottom of screen
• Ability jump back and forth to enter data
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Cons of Power Form Customer
• Busy screens, lots of tabs & links
• Definite user learning curve
• Have to remember to click save on each tab
• Sales order screen only shows open orders
• Search screen doesn’t allow search on zip and other info
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Sales Order Entry Power Form
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Pro of Sales Entry
• Header info like payment method, delivery instruction, po can be changed
• Summary available without leaving order details
• Quick links to info instead of form/row exit
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Pro of Sales Entry
• Ability jump back and forth to enter data
• Calls all same master business functions and processes as P4210
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Cons of Sales Entry
• Busy screens, lots of tabs & links
• Definite user learning curve
• Edit full header has weird consequences
• Some features not available
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Cons of Sales Entry
• Transfer Orders
• Credit orders from history
• Customer Self Service
• Row Security on zero costs
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Technical Considerations
• Processing options – uses processing options for p4210 in combination with P42101
• For Customer (P90CA080) – there is a program with common processing options P01350 that also works with processing option of other programs represented
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Technical Considerations
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Technical Considerations
• Each tab section is a sub form and can have different business views and options
• Tab stops across sub forms are very difficult
• Can’t preview or run on a fat development client, must generate to Java
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Technical Considerations
• Mixture of fields from lots of tables on power form
• Sometimes things that worked in local java did not work after package build and deploy to java server
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Conclusion
• There is a lot of power and flexibility in new forms
• User learning curve
• Complexity makes development more difficult
• With minor changes to fix things that don’t fit Stoner, it was a good decision to migrate to power forms
QuestDirect.org
Contact Information
Stoner, Inc1070 Robert Fulton HighwayQuarryville, PA 17566
Lisa Tran717-786-7355 x3107 [email protected]
Andrew Musselman717-786-7355 x3131 [email protected]
QuestDirect.org
Technical Considerations
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