Summary:
This article answers common questions about the ETO process, including how to submit purchase orders, resolve order errors or rejections, process approved orders, and get support for ETO-related issues.
Table of Contents:
How do I submit a purchase order (PO) through ETO and what details are required?
What happens when an ETO order runs into an error during placement?
What should I do when an order is rejected in ETO?
What steps should I take after receiving an order approval notification?
What should I do if I encounter issues while using ETO?
Question 1: How do I submit a purchase order (PO) through ETO and what details are required?
Answer:
When a Reseller/ BCN has been set up to use ETO, a Jarvis ID # is assigned. This tells the tool which mapping to reference when it processes the PO submitted to the email: XvantageETO@ingrammicro.com.
When constructing the email to send to the tool, the subject line should read ETOAI Jarvis Partner ID: followed by the ID assigned to the BCN at time of mapping. Example: ETOAI Jarvis Partner ID: XXXX
ETO works when the PO is submitted via Outlook or Zendesk.
An order that is successfully placed returns the email below. The sales order number is a blue hyperlink to the order record in Order Management.
Question 2: What happens when an ETO order runs into an error during placement?
Answer: If an order encounters an error during the placement process, the associate will receive a hyperlink to the ETO Exception Details page to complete the order processing.
Question 3: What should I do when an order is rejected in ETO?
Answer: The ETO Exception Details page displays the error reasons associated with the order rejection. If the fields causing the errors can be updated to correct the submission, make the necessary changes and resubmit the order. If the issue cannot be resolved, cancel the order to close the record and maintain a clean tools dashboard.
Question 4: What steps should I take after receiving an order approval notification?
Answer: Upon receiving your order approval notification, associates will need to go to Xvantage for Associates → Sales → Order management → All Open Orders. The user can simply enter the reseller PO number, verify the order matches the submitted PO and manually release any holds then print to finalize an order.
Note: Only users with Order Management Associate with Basic+ role access can release ETO orders.
Question 5: What should I do if I encounter issues while using ETO?
Answer: If you encounter any issues while using ETO, open a ticket in IMServe and assign to X4S.GLBL.IM.SUP.