Purpose: You can perform the following actions on the Add Personalization window.
• Add Custom Personalization to an Item
For more information:
• Add Personalization for an overview of the Add Personalization window.
• Fields on Add Personalization for a description of the fields on the Add Personalization window.
1. Define the type of Personalization (Special Handling) you wish to apply to the item.
• If a custom S/H code is defined for the item/offer or SKU/offer associated with the offer on the order line, the system defaults this personalization code to the Personalization field. However, the system allows you to select a different custom personalization code.
• If a S/H code is not defined for the item/offer or SKU/offer associated with the offer on the order line, you must select a custom personalization code from the Personalization field.
• The system displays an error message if you select a personalization type that is restricted for the item class assigned to the item.
• The system displays an error message if you select a custom personalization type and a standard S/H code is defined for the item/offer or SKU/offer associated with the offer on the order line.
2. Once you define the type of personalization, the system displays the customization options that can be performed on the item, and optionally, the associated charge to apply the option to the item.
3. Optionally, update the Personalization Charge (Personalization (Special Handling) Charge) defined for a customization option.
• The Personalization Charge field displays only if a Special Handling Price is defined for the item offer or SKU offer.
• You can update the personalization charge only if you have authority to the Enter or Override S/H Price (B12) secured feature.
4. Enter a value (Personalization (Special Handling) Custom Response) for each customization option (Personalization (Special Handling) Custom Label) that is required.
• The customization option is a drop down box if a list of valid responses exists for the option. You must select a valid response from the list.
• If valid responses are defined, the response description displays regardless of the setting of the Display Special Format Response Descriptions in Order Entry (E90) system control value.
• For text fields, you can enter upper and lower case text if the Enter Custom Special Handling in Upper and Lower Case (D65) system control value is selected.
• If a customization option has been defined with a maximum amount of characters that can be used, the system displays the remaining number of characters allowed below the input field. The Include Spaces in Special Handling Edit for Maximum Characters (F80) system control value controls whether the system includes spaces in the number of characters of text used. For example, if this system control value is selected, and you enters Julie Marie in the text field, the system considers this name to be 11 characters. If this system control value is unselected, the system considers the name Julie Marie to be 10 characters.
5. Optionally, enter a value for any customization options that are optional.
6. Optionally, update the Charge (Personalization (Special Handling) Custom Charge) for a custom label.
• The Charge field displays only if a Default Price or Default Price % is defined for the special format detail, the Feature/option field for the special format detail is selected, and a Special Handling Price is not defined for the item offer or SKU offer.
• You can add or remove a charge only if you have authority to the Enter or Override Personalization Charge (A40) secured feature.
7. Select the Add Personalization option. The system validates your entries. An error message displays if:
• You do not define a value for a required field.
• You enter a negative number in the Charge field.
8. If the updates are successful, the system returns you to the previous page and displays a message indicating the personalization was added to the item.
If the Evaluate Special Handling Charges by Order Line (D67) system control value is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling. The charge is added to the Personalization bucket of the order totals. For example:
• Line 1: Item A1000 in blue, quantity 5: special handling charges = $25.00
• Line 2: Item A1000 in red, quantity 1: special handling charges = $5.00
• Total special handling charges = $30.00