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Views and associated portlets

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Sterling Store Engagement provides views and portlets that are associated with the views to perform various tasks.

The following views are available in Sterling Store Engagement:

  • Order Fulfillment (Order_Fulfillment)
  • Inventory Management (Inv_Management)
  • Customer Service (Customer_Service)

A view must be associated with at least one portlet and the store associate must have the appropriate resource permission for the portlet to be visible in the Sterling Store Engagement UI.

Apart from these default views, you can define new views and create corresponding portlets to suit your business needs. For more information about customizing views, see Creating a portlet.

Order Fulfillment

A store associate can access the following portlets from the Order Fulfillment view:

  • Pick orders. From this portlet, a store associate can start or continue backroom pick for shipments.
  • Pack orders From this portlet, a store associate can start or continue the packing process for shipments.
  • More tasks. The More tasks portlet groups the portlets for performing the remaining tasks within one compact view. A store associate with appropriate resource permissions can access the following tasks:
    • Customer pickup. From this portlet, a store associate can record the customer pickup process.
    • Ship Orders. From this portlet, a store associate can confirm shipment of packages.

Inventory Management

A store associate can access the following portlets from the Inventory Management view:

  • Receive inventory. From this portlet, a store associate can view the incoming shipments from various sources and start the receiving process by scanning the shipment number or carton number.
  • Move inventory. From this portlet, a store associate can record movement of inventory from one location to another within a store.
  • More Tasks. A store associate with appropriate resource permissions can access the following tasks:
    • Putaway inventory. From this portlet, a store associate can put away the inventory from the receiving location to an appropriate location for future store operations.
    • Lookup inventory. From this portlet, a store associate can look up the on-hand inventory for a product based on SKU, serial number, location, or status.
    • Transfer inventory. From this portlet, a store associate can transfer inventory from one store to another store or a distribution center to replenish inventory, return defective products, and so on.
    • Cycle count. From this portal, a store associate can count certain portions of the inventory on a daily or weekly basis so that you need not do a full inventory count anymore.

Customer Service

A store associate can access the following portlets from the Customer Service view:

  • Find order. From this portlet, a store associate can search for orders, view the order details, and perform appropriate tasks, including canceling orders that are not already shipped, if required by the customer.
  • Find customer. From this portlet, a store associate can search for customers and view customer details and order history.