Default Item History Tracking (B18)

Purpose: Use this screen to define how the system tracks item purchase history for customers added to the system though catalog requests, Work with Customers, or the order API.

Code field: Enter the code that defines how the system tracks item purchase history for customers added to the system automatically from a request for a catalog mailing, or that you enter through Work with Customers. The value you specify defaults into a numeric value in the Track item history field in the Customer table, but it can be overridden.

Valid values are:

• NONE = No item tracking (numeric code 1)

• SOLD TO = Item tracking only for the Sold-to Customer (who places the order or requests the catalog) level only. (numeric code 2)

• SOLD+SHIP = Item tracking for the Sold To Customer and Ship To Customer (who receives the merchandise ordered). (numeric code 3)

Sold-to vs. ship-to customer: The sold-to customer is the customer who places the order or who requested the catalog; the ship-to customer is the customer who receives the merchandise ordered (although this can be the same customer).

This feature allows you to review mail order and item history information for the ship-to customer from the sold-to customer record. Tracking ship-to customer history allows you to target future offers to ship-to customers based on the information captured by the system.

Changing the code: The system does not allow you to review item history for any customer that has a 2 in this field, but displays this message:

 

Item history information is not retained for this customer.

 

However, if you change the sold-to customer's Item history tracking value to a 3 at any time, you can review all item history for a ship-to customer.