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.
Surplus created by Administrator
A site administrator that has the appropriate permission can create Surplus Returns.
The administrator can choose:
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Active period: the beginning and end-date
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Out of season message: message displayed outside of the active surplus return time
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Return price: choosing which current price group (list of customer price) and any percentage applicable for refund
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Eligible amount: defining the period of the shopper's sales and the percentage of that total net sales amount
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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:
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shopper's information; name, address, and email
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eligible amount
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previously approved amount; in case another surplus request has been approved
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current amount; based on the product added to the request
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remaining amount; amount shopper can enter in current or future surplus within the return window.
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The shopper can add products by typing or using the bulk upload option.
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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.
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The designated approvers can review, modify and change the status of the request to either approved or rejected.
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Ask us how we can integrate to your ERP to pass the Surplus orders directly.
Product Enhancements
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Product Configurator -
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​Ability to create rules that automatically include needed additional parts to your ERP order but are not visible to the shopper.
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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.
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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.
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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.
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Customer Selection - Users with multiple customer addresses can now select their desired customer name via a dropdown menu during the checkout process.
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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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