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Use the ESPM to Manage Orders and Stock Information

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Use the ESPM to Manage Orders and Stock Information

Use the ESPM to Manage Orders and Stock Information

Learn how to create and approve sales orders, and update the stock information.

You will learn

  • How to create sales order
  • How to approve sales order
  • How to update stock information
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Step 1: Create a Sales Order
  1. Open the ESPM Webshop URL. You can access it by going to Java Applications > espm where you will find the URL under the Application URLs field.
  2. In the Search by name field enter Notebook Basic 15 and press the Enter key.
  3. Click on the Add to cart button next to the product. The cart icon in the top right corner will be updated to show the number of products added to it.
  4. Select the Cart icon (Cart) in the top right corner.
  5. Select the Go to checkout button.
  6. Once the Checkout screen appears select the Step 2 button.
  7. Select the I am a new customer radio button and fill in the customer information. When you are ready click on the Step 3 button.

    New Customer

  8. Enter the billing information and select the Review button.

  9. From the Summary page select the Place an order button.
  10. You will receive a message that your order has been created successfully. Choose OK and you will be taken back to the application’s home page.
In this step you were using the `ESPM` as a
Step 2: Approve a Sales Order
  1. Open the ESPM Retailer URL by changing the webshop part of the URL to retailer:
  2. Choose the Approve sales orders tile.
  3. Select a sales order item from the Sales orders list. Its details will appear on the right side of the screen.
  4. Click on the Approve button in the right bottom corner.
  5. Select OK in the message box that appears to confirm the approval of the sales order.
  6. A message will appear on the screen to indicate that the sales order has been successfully approved and the status of the order will change from New to In Process.
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Step 3: Update the Stock Information
  1. Open the ESPM Retailer URL.
  2. Choose the Stock availability tile.

    Stock Availability tile

  3. The list of products and the stock information will appear on the screen. To update the minimum required stock information, click on the link under the Items in Stock/Target field for the respective product.

    Stock Info

  4. In the pop-up window that appears update the minimum stock level information and select Submit.

  5. If the minimum stock level is greater than the actual items in stock, the Status will appear in red as shown below.

    No Stock Image

  6. Once you submit the changes you will receive a message that the stock information has been updated.

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Next Steps

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