Infor Sales Hub Reference Guide (Cloud)

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About this guide
Prerequisites
User settings
Batch order settings
Shop or warehouse settings
Using Infor Sales Hub on tablets
Key search
Information browser settings
Custom list MI
Event Analytics rules
Tables in Functional Search
Initial Checks
Homepage Tab
Change user location
Customer search bar
Open orders - list
Recent customers - list
Customers Tab
Search mode - Customer search
Configure the key search for customer search mode
Configure the customer search facets
Configure the customer search mode result list
Search mode - Delivery address search
Configure the key search for delivery addresses search mode
Configure the delivery address search mode result list
Use anonymous customer
Create New Customer
Address and postal code lookup
Additional Customer Information
Customer Details
Customer information
On account payment
Customer information - edit customer
Address and postal code lookup
Addresses
Delivery address list
Configure the delivery address list
Create a new address
Order history
Order history list
Configure the order history list
Returns
Quotations
Quotations list
Configure the quotations list
Invoices
Invoices list
Paying outstanding invoices
Deliveries
Deliveries list
Configure the deliveries list
Cards
Card list
Card list configuration
Adding cards
Contacts
Contact list
Contact list configuration
Adding contacts
New Order Details – dialog
General
Order type
Local exceptions
Payment term
Delivery method
Delivery terms
Requested delivery date
Delivery addresses
Configure the delivery address list
Salesperson
Order responsible
Customer's order number
Your reference
Contact method
Statistics identity 1
Payer
Configure the payer search result list
Customized order reference field
Agreement
Additional quotation information
Proceed with order creation
Item – Search
Limitations when not in the context of a basket
Search modes
Item search - Items
Local search
Extended search
Handling of mixed orders in Items mode
Item search – Quick Entry
Handling of mixed orders in Quick Entry mode
Single match
Multiple matches
Exit - point to external item search
Item prices in the item search
Configure the item key search
Configure the category filter
Configure the item search facets
Configure the general filters
Configure the item search result list
Item Search – Add ECI
Item Details
Images
Adding items to the basket
Mixed orders in item details
Item prices in item details
Additional information
Related links
View locations
View other warehouses
Further item details
Lower tabs
Frequently sold together
Similar items
Alternate units
Inbox – Tab
Inbox orders
Expired orders
Start the checkout
Not in the context of an order
In the context of an order
Order summary
Quotation summary
Edit order – panel
Comment – Order head level
List showing basket lines
Delete order line
Comment – Order line level
Edit - Order line level
Sold against
Edit ECI
Handling of discounts
Price guidance
General
Audit
Manager approval
Manual discount
Setting Line Charge
Proceed with the checkout
Shipping – panel
Delivery addresses
Configure the delivery address list
List showing basket lines
Picked
Delete order line
View locations
Change fulfillment
Joint delivery
Collection note
Proceed with the checkout
Payment – panel
Payment term
Available cash desk
Credit information and credit check
Proceed with the checkout
Document – dialog
Document information
Print
Email
Proceed with the checkout
Cash desk
Requirements
General functionality
Check as payment method
Credit card integration
Proceed with the checkout
Confirmation – panel
General functionality
Resume order
Continue to homepage
Supply model
Basic functionality
Item details – panel
Recplacements
Edit order – panel
Shipping – panel
Manual complete in M3 BE
Enable manual complete in M3 BE
Item conditions
General functionality
Infor Sales Hub properties
Overview
IFS roles
Properties – control table
General
Which property to use for a specific user
Add and copy properties
Edit properties
Delete properties
Release toggles
Properties – details
General – tab
Order types
Order type - Call-off from bulk order
Image database
Cash desk integration
On account payment
Cash rounding
Credit line
Edit customer profile
Anonymous customer
Payment term – cash template
Delivery method – filter
Supply model – Display mode
Supply model – Text overriding the infinity symbol
Alignment of buttons in lists
Alignment of buttons in item search lists
Inbox
Price cache
Simplified availability check
Sold against
Display alert flag for Similar Items
Column headings
Order type from customer
Express check out
Item text
Lost Sales
Returns
Contact person
Email address
Quick Entry – Picked
Display margin information
Inbox - Delete button
Order line group
Order reference
Order summary - Pricing method
Hide ECI
Disable Creation of Delivery Addresses
Allow Refund of Credit Invoice
Discount Calculator - Discount Number
Additional Discount
Override Setup - Use Warehouse from Salesperson
Search – tab
Item search – Local search
Key search
Category filter
Facet definitions
General filters
Item search – Extended search
Key search
Category filter
Facet definitions
List view
Customer search
Key search
Facet definitions
List view
Customer search – Auto select single match
Delivery address search
Key search
List view
Order history search
List view
Supplier search
List view
Delivery address search for specific customer
List view
Quotations
List view
Deliveries
List view – Header
List view – Lines
Blanket agreement
List view - Lines
Customer Contacts
List view
Exits – tab
Customer verification - Address and postal code lookup
Customer verification - View address on map
Item details - Exit point
External search (Customized item search)
External ECI search (Customized ECI item search)
Product restriction verification
ECI item restriction verification
Customer order restriction verification
Customer order level verification
Customer restriction verification
Additional customer information
External freight rate shopping
Quick Entry - Product Conversion
Outbound call - Exit point
Cash desk - Exit point
Credit card integration
Guided selling
Adding a new API suite for CPQ
Measurement List
Complete in M3
Finding the URL to H5
Sales intelligence – tab
Sales Intelligence – Setting
Generate Frequently Sold Items
Trends
Display recommendations
Sales Intelligence – Simulate Recommendations
Good practices
Searching in Infor Sales Hub
Infor Sales Hub Inbox Widget
Install Infor Sales Hub Inbox Widget
Functional overview
Create new order
Item search
Submit order to Infor Sales Hub
Order search
Offline
Context information
Customer Information
Delivery Address
Order History
Quotations
Invoices
Customers
Items
In context of an order (Item search, Edit Order, Shipping, Payment and Confirmation)
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