Chapter 12: Working with Item Subscriptions (WISB)
Purpose: Use the Item Subscriptions function to define the particulars of a subscription item you sell to your customers. You must define a record in this file for each subscription item you create.
Overview: Defining and selling subscriptions through CWDirect involves the following process:
• Define the subscription in the Item file. Enter Y in the Subscription field and the Non/inv (non-inventory item) field. See Chapter 24: Performing Initial Item Entry (MITM).
• Define the subscription in the Item Subscription file.
• Enter orders and generate pick slips. You enter a subscription on an order as you do other items. When you generate pick slips for the order, however, the system bills the subscription immediately, and the pick slip notes that the subscription is shipping separately. See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG) for more information on generating pick slips.
• Generate the Subscription Extract file. See Customer Service Chapter 125: Generating the Subscription Extract File (WGSE) for information on creating a file of customers to receive subscription items.
• Purge the Subscription Extract file. Periodically, you can use the purge function to clear the file of closed or canceled subscriptions. You can also clear the file completely. See Customer Service Chapter 125: Generating the Subscription Extract File (WGSE) for more information on purging subscription records or clearing the file.
You can also review, cancel, or change a specific customer's subscription information through the Work with Customers function and in Order Inquiry. See Customer Service Chapter 144: Displaying More Options.
In this chapter:
• Work with Item Subscriptions Screen
• Create Item Subscription Screen
• Change Item Subscription Screen
• Display Item Subscription Screen
Work with Item Subscriptions Screen
How to display this screen: Enter WISB in the Fast path field at the top of any menu or select this option from a menu.
INR0889 DISPLAY Work with Item Subscriptions 12/21/95 17:10:10 CommercialWare
cur - # of - Opt Item SIZE/CLR /STYL Iss Int Days Orig Item SIZE/CLR /STYL
Type options, press Enter. 2=Change 4=Delete 5=Display
SUBITEM 1 12 30 SUBITEM1 FALL 7 36 60 SUBITEM1 WIN 98 24 15 SUBITEM1 SUM 33 12 30
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Item |
The item code that identifies the subscription. An item is designated as a subscription by a Y in the Subscription field of the Item (Base Information) record. Items are defined in and validated against the Item file. Alphanumeric, 12 positions. |
Cur iss (Current issue number) |
The number of the subscription that will be the first issue sent when the customer orders the subscription or the issue presently being mailed. Numeric, 3 positions. |
# of int (Number of intervals) |
The number of issues the customer should receive when purchasing the subscription. Numeric, 3 positions. |
# of Days |
The number of days between each issue. Numeric, 3 positions. |
Orig item (Original item) |
The original subscription item number associated with this subscription. This is used when a subscription item is offered with different intervals (such as a subscription with a multi-period offering). This is used so that the customer can extend the length of a subscription. Example: The customer purchased a year's subscription (item SUBSCR#1). Near the end of the subscription period, the customer calls back and orders another year's subscription (item SUBSCR#2). The system: • checks the Customer Subscription file to see if the original subscription (for SUBSCR#1) is still active (has not expired) • checks to see if there is a value in the Original item/SKU field in the Item Subscription record (SUBSCR#2, which was ordered, references original subscription item SUBSCR#1) • creates a Customer Subscription record for the original subscription item number (SUBSCR#1) and extends the original subscription for the period of the new subscription (in SUBSCR#2), after the initial subscription expires |
|
Items are defined in and validated against the Item file. Note: The system validates that the item number entered is a subscription item (Subscription = Y and Non/inv = Y for the item). Alphanumeric, 12 positions. |
.
Screen Option |
Procedure |
Create a new item subscription |
Press F6 to display the Create Item Subscription Screen. |
Change an item subscription |
Enter 2 next to an item subscription to advance to the Change Item Subscription Screen. |
Delete an item subscription |
Enter 4 next to an item subscription to delete it. Note: The system does not allow you to delete an item subscription if there are open subscriptions for the item. The system issues the following message if you attempt to delete an active subscription: Open subscriptions exist for this item -- cannot delete |
Display an item subscription |
Enter 5 next to an item subscription to advance to the Display Item Subscription Screen. |
Create Item Subscription Screen
To create: At the Work with Item Subscriptions Screen, press F6.
Note: You must create an Item Subscription for each subscription item you create in the Item file.
INR0890 ENTER Create Item Subscription 12/06/95 16:06:47 Mail Order Company
Item/SKU . . . . . . . . SUBSCR#1
Current issue# . . . . . 001 Issue description . . . QUARTERLY NEWSLETTER # of intervals . . . . . 004 Interval days . . . . . 090
Original Item/SKU . . .
F3=Exit F12=Cancel |
Field |
Description |
Item/SKU |
The item code (optionally, the SKU) that identifies the subscription item. You designate an item as a subscription by entering Y in the Subscription and Non/inv fields of the Item file; see Chapter 24: Performing Initial Item Entry (MITM). The description of the item appears below the item/SKU at the Change Item Subscription Screen, and is display-only. Item code: Alphanumeric, 12 positions. SKU: Three 4-position fields (split SKU) or one 14-position field (full SKU). Create screen: required. Change screen: display-only. |
Current issue# (Current issue number) |
The number of the subscription that will be the first issue sent when the customer orders the subscription or the number of the issue presently being mailed. Numeric, 3 positions; required. |
Issue description |
The description associated with the current issue of the subscription item. Alphanumeric, 25 positions; required. |
# of intervals |
The number of issues the customer should receive when purchasing the subscription item. Numeric, 3 positions; required. |
Interval days |
The number of days between each issue. Numeric, 3 positions; optional. |
Original item/SKU |
The original subscription item code associated with this subscription, if any. See the field description above for more information. Item code: alphanumeric, 12 positions; required. SKU: three 4-position fields (split SKU) or one 14-position field (full SKU); required. |
Change Item Subscription Screen
To change: Enter 2 next to an item subscription at the Work with Item Subscriptions Screen to advance to the Change Item Subscription screen. At this screen you can change any information except the subscription item code and description. See Create Item Subscription Screen for field descriptions.
Note: Changing subscription information does not change existing subscriptions; however, new subscriptions will reflect these changes.
Display Item Subscription Screen
To display: Enter 5 next to an item subscription at the Work with Item Subscriptions Screen to advance to the Display Item Subscription screen. You cannot change any information on this screen. See Create Item Subscription Screen for field descriptions.
| Chapter 11: Working with Cartons (WCTN) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 13: Working with Item Keywords |
ME01_14 CWDirect 18.0 August 2015 OTN