ROMA EOS

Requirements

• Basic module
• Internet connection
• User: Email address defined in "User" menu
• Address database: Defined "own address" of the company
• User authorisation: "EOS"
• ROMAconnect Configurator

Setup

• On the home screen, click "Interfaces" > "EOS Settings":
  
• In the next window, click "New".
• On the first tab of the EOS configuration wizard, click "Next":
  
• In the following tab "EOS Mode", enter "ROMAconnect" under "Mode Name" and select "ROMAconnect" under "Supplier":
  
• Click "Next".
• On the "General" tab, select the settings "Display gross price on printout" and/or "Sort articles by numbers" if necessary and click "Next":
  
• Click "Ok" on the "Database" tab to complete the setup:
  

Define own address

To use the ROMA EOS, you need to define the own address. Read "Define own address" for further details.

Display EOS command in project environment

• Open the project environment.
• On the "Printouts" tab, click the gear icon on the right side of the ribbon:
  
• Under "Order", select the option "EOS Order" and click "OK":
  
• The command "EOS Order" appears on the "Printouts" tab:
  

Use EOS

• Open the project environment.
• On the "Printouts" tab, click "EOS Order":
  
• Select the positions and click "Next". The following window opens:
  
• Click "Estimation data" to adjust the data if necessary.
• Under "Order colours at", select whether you want to purchase them from the profile supplier or from the coating company.
• Click "Display" to open the EOS.

Orders

• Open the "Orders" tab:
  
• This is divided into three further tabs that show the status of the orders:
  1 In process
  2 Sent
  3 Delivered
• Double-click an order number in the list on the left to edit the order. The following window opens:
  
• In the "Order" area (4) you can adjust the following data for the order:
  • Remark
  • Commission
  • Date of delivery
  • Shipping address
  • Stock order / customer order
• Click "Send" (5) to send the order.
• If necessary, confirm the notification message:
  
• Click "Save" (6) to save the changes to the order.
• Click "Discard" (7) to not save the changes to the order and return to the previous window.
• A successfully sent order will appear in the "Orders" > "Sent" tab:
  
• You will receive an email from ROMA with a PDF attached documenting the receipt of the order.