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Equip360 Release 2022.5

Surplus Return

We are very excited to present the new features and enhancements available in our next release.  As a reminder, the Equip360 solution is highly configurable and some features can be turned on or off according to your business needs.  Some features may require a new level of integration. 

 

If you have any questions about any of the features described below, please contact your Customer Success person.

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Surplus created by Administrator

A site administrator that has the appropriate permission can create Surplus Returns.

The administrator can choose:

  • Active period: the beginning and end-date

  • Out of season message: message displayed outside of the active surplus return time

  • Return price: choosing which current price group (list of customer price) and any percentage applicable for refund

  • Eligible amount: defining the period of the shopper's sales and the percentage of that total net sales amount

  • Restocking message: in case a restocking fee is applied on the invoice

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Shopper request surplus return

Based on the parameter defined by the Administrator, the shopper can request a Surplus return.

The default information will track:

  • shopper's information; name, address, and email

  • eligible amount

  • previously approved amount; in case another surplus request has been approved

  • current amount; based on the product added to the request

  • remaining amount; amount shopper can enter in current or future surplus within the return window.

The shopper can add products by typing or using the bulk upload option.

Upon Submitting the request, the shopper will receive an email confirmation and be able to see the update on the site.

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Return Authorization Management

The business will be notified via email that a new Surplus request has been created.

The designated approvers can review, modify and change the status of the request to either approved or rejected.

Ask us how we can integrate to your ERP to pass the Surplus orders directly.

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Product Enhancements

  • Product Configurator -

    • Ability to create rules that automatically include needed additional parts to your ERP order but are not visible to the shopper. 

    • Questions can now have answer choices that are not directly tied to any part numbers.  Part numbers can then be assigned later on in the configuration process after a series of questions are answered.

  • Equipment Page - Several UI enhancements have been made to the equipment page, including the relocation of the search box and facet filter menus, and the addition of a row of links for quick access to relevant pages.

  • Delivery Date Request - During the checkout process, an optional field has been added that allows shoppers to request a delivery date. Ask us how we can map this to your ERP order.

  • Customer Selection - Users with multiple customer addresses can now select their desired customer name via a dropdown menu during the checkout process.

  • Out-of-Stock Messaging - In the tabular view of products, administrators now have the option to display a lead time message when a product is out of stock that will provide a projection of when the product is expected to be available again for order.

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