Chapter 22: Package Insert Processing (WPIP)

Package inserts are items that will be added to an order automatically in Order Entry based on the following criteria:

• customer Class

• St (state)

• Item

• item Class

• Itm category (Item category)

• Source code

• List source

• Offer

• Promotion code

• Mail type

• all orders

These items are referred to as package inserts because you may want to use this function to identify flyers, catalogs, stuffers and other materials that should be put inside the package (box) with the items the customer ordered. You can also use this function to add any type of promotional item to the order free of charge.

For each criterion (customer class, state, source code etc.), you can define up to 10 items that will be added to the order if the order meets the specified criterion.

These package insert items must be valid items in the Item file. Once added to the order, these items process through the system as would any item on an order.

When and how are items added: If the Apply End of Order Discounts during Repricing (J37) system control value is set to Y, the system determines if the order is eligible for a package insert item during repricing (F21), the initial order accept (F9), and the final order accept (F9 or F19); if the order is eligible for a package insert item, the system applies it to the order. Otherwise, the system adds the package insert item to the order after the final order accept. Regardless of the setting of the system control value, a pop-up window does not display in order entry.

These items are added to the order without any interaction with the operator unless the package insert item requires special handling (monogramming, engraving, etc.).

If the package insert item requires special handling, the Work with Special Handling Screen or Work with Custom Special Handling Screen displays. You enter special handling information or Press F11 to exit from the window without entering any special handling instructions.

Note: If a package insert item contains special handling and the Apply End of Order Discounts during Repricing (J37) system control value is set to Y, the system will display the special handling window, during repricing (F21), initial order accept (F9), and the final order accept (F9 or F19). This is because the system reevaluates the order to see if it still qualifies for the item, and if it does, the system adds the item back to the order.

All package insert items are added to the order free of charge using the Default Price Override Reason (B35) defined in the System Control file.

The system will only add package insert items to the order if the Evaluate Promotional Items/Inserts in Order Entry/Maintenance (E48) system control value is set to Y.

Multiple package insert items: An order may be eligible for several package insert items if the order meets more than one criterion. Package inserts will be added to the order for each criterion met; however, the same package insert will not be added more than once. The system evaluates the criteria in the following sequence:

• customer class

• state

• item

• item class

• item category

• source code

• list source

• offer

• promotion

• mail type

• all orders

Because all package insert items will be added to the order if eligible, sequence is only important if the same item exists under more than one criterion with a different quantity. The quantity that will be used is the quantity associated with the first occurrence of the package insert.

For example, if item A is a package insert item for customer class VP with a quantity of 2 and item A is also a package insert for source code B123 with a quantity of 5, and the order matches both the customer class and source code criteria, item A will be added to the order with a quantity of 2 because customer class is evaluated before source code.

In this chapter:

• Work with Package Inserts Screen

• Work with Inserts for Customer Class Screen

• Create Insert for Customer Class Screen

• Change Insert for Customer Class Screen

• Change Insert for Customer Class Screen

• Display Insert for Customer Class Screen

• Other Package Insert Criteria

• Rules for Adding Package Inserts to Orders

Work with Package Inserts Screen

Purpose: This screen shows the 11 criteria that can be used to determine whether package insert items should be added to the order.

How to display this screen: Select Work with Package Insert from a menu or enter WPIP in the Fast path field at the top of any menu.

PIR0005 ENTER Work With Package Inserts 5/14/97 11:27:05 2.0 Enhancement Company Type choices, press Enter. 5=Work With Opt Package Insert By Customer Class By State By Item By Item Class By Item Category By Source Code By List Source By Offer By Promotion By Mail Type By All Orders F3=Exit F12=Cancel F24=Select Company

Selecting criteria: Enter 5 next to a criterion to advance to the Work with Insert screen for the selected option. For example, if you enter a 5 beside customer class, you advance to the Work with Inserts for Customer Class Screen.

Every Work with Insert screen contains the qualifying criterion and allows you to define up to 10 items and associated quantities that will be added to the order if the order meets the criteria. All of the screens function similarly.

See Other Package Insert Criteria for a definition of each criterion.

Work with Inserts for Customer Class Screen

Purpose: This screen shows all of the customer classes for which package inserts have been established.

How to display this screen: Enter 5 next to Customer Class at the Work with Package Inserts Screen.

PIR0012 DISPLAY Work With Inserts for Customer Class 5/14/97 11:19:08 2.0 Enhancement Company Opt Class Type options, press Enter. 2=Change 4=Delete 5=Display CC CHARGE CARD CUSTOMERS PR PREFERRED CUSTOMERS 99 WHOLESALE CUSTOMERS F3=Exit F6=Create F12=Cancel F24=Select Company

Field	Description
Class	A code used to group customers for reporting, upselling, and restrictions or exclusions. Alphanumeric, 2 positions; optional.

Screen Option	Procedure
Create package inserts for the selected criteria	Press F6 to advance to the Create Insert for Customer Class Screen.
Change an insert	Enter 2 next to a criterion to advance to the Change Insert for Customer Class Screen.
Delete an insert	Enter 4 next to a criterion to delete it.
Display an insert	Enter 5 next to a criterion to advance to the Display Insert for Customer Class Screen.

Create Insert for Customer Class Screen

To create: Press F6 at the Change Insert for Customer Class Screen.

PIR0014 DISPLAY Create Insert for Customer Class 5/17/97 9:24:58 2.0 Enhancement Company Customer Class : Item COLR SIZE OTHR Qty + F3=Exit F12=Cancel

Field	Description
Customer	The customer class for the package insert items. The customer class is a code used to identify a group of customers. You assign a customer to a customer class in the Customer Sold-to file. Customer class codes are defined in the Customer Class file. See Customer Service Chapter 17: Setting Up the Customer Class File (WCCL). If the sold-to customer on the order is assigned this customer class, the items listed below will automatically be added to the order. Alphanumeric, 2 positions; required.
Item	The code for the item that will automatically be added to the order if the sold-to customer is associated with this customer class. The item you enter is validated against the Item file. The item cannot be a variable set (V kit type). You can define up to 10 items for a particular customer class. You must enter at least one item. Alphanumeric, 12 positions; required.
Colr/Size/Othr	The style of the item, such as its color and size. Use these fields to enter the SKU code for the item that will be automatically added to the order. The SKU you enter is validated against the SKU file. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); required if the item has SKUs.
Quantity	The number of units of the item that will be added automatically to the order. If the item has a sell quantity defined in the SKU file, the quantity entered here should be a multiple of the sell quantity. Numeric, 7 positions; required.

Change Insert for Customer Class Screen

To change: Enter 2 next to a customer class at the Work with Inserts for Customer Class Screen to advance to the Change Insert for Customer Class screen. For field descriptions, see Create Insert for Customer Class Screen. To remove an existing package insert item, press Field Exit on the Item and SKU fields and then press Enter.

Display Insert for Customer Class Screen

To display: Enter 5 next to a class at the Work with Inserts for Customer Class Screen to advance to the Display Insert for Customer Class screen. You cannot change any fields on this screen. For field descriptions, see Create Insert for Customer Class Screen.

Other Package Insert Criteria

Package inserts can automatically be added to an order based on 11 criteria in addition to customer class, described under Create Insert for Customer Class Screen.

Field	Description
State	The state for which the package inserts have been defined. State codes are defined in and validated against the State file, which is accessible through the Work with Countries menu option; see Customer Service Chapter 14: Setting Up the Country File (WCTY). If the ship-to customer on the order is associated with this state, the associated package inserts will automatically be added to the order. Alphanumeric, 2 positions; required.
Item/Colr/Size/Othr	The item and, optionally SKU, for which the package inserts have been defined. The item is validated against the Item file. The SKU is validated against the SKU file. See Merchandising Chapter 24: Performing Initial Item Entry (MITM). If the customer orders this item and the item is not soldout, the associated package inserts will automatically be added to the order. If no SKU is defined, the package inserts will be added to the order if the customer orders any SKU of the item. Alphanumeric, 12 positions; required. Alphanumeric, three 4-position fields (split SKUs) or one 14-position field (full SKU); optional.
Item Class	The item class for which the package inserts have been defined. The item class is validated against the Item Class file. See Merchandising Chapter 5: Working with Item Classes (WICL). If the customer orders any item belonging to this item class and the item is not soldout, the associated package inserts will automatically be added to the order. Alphanumeric, 3 positions; required.
Item Category	The item category for which the package inserts have been defined. The item category is validated against the Item Category file. See Merchandising Chapter 5: Working with Item Classes (WICL). If the customer orders any item belonging to this item category and the item is not soldout, the associated package inserts will automatically be added to the order. Alphanumeric, 3 positions; required.
Source Code	The source code for which the package inserts have been defined. The source code is validated against the Source Code file. See Chapter 6: Working with Source Codes (WSRC). If the customer places an order and this is the source code on the header of the order, the associated package inserts will automatically be added to the order. Note: The system does not look at the source code defined on the order line. Alphanumeric, 9 positions; required.
List Source	The list source for which the package inserts have been defined. The list source is entered on the Source Code file. No validation occurs. See Chapter 6: Working with Source Codes (WSRC). If the customer places an order and the source code on the header of the order is associated with this list source, the associated package inserts will automatically be added to the order. Alphanumeric, 7 positions; required.
Offer	The offer for which the package inserts have been defined. The offer is validated against the Offer file. See Chapter 2: Working with Offers (WOFR). If the customer places an order and the source code on the header of the order points to this offer, the associated package inserts will automatically be added to the order. Alphanumeric, 3 positions; required
Promotion	The promotion for which the package inserts have been defined. The promotion is validated against the Promotion file. See Chapter 4: Working with Promotion Values (WPRO). If the customer places an order and the source code on the header of the order points to this promotion, the associated package inserts will automatically be added to the order. Alphanumeric, 7 positions; required
Mail Type	The mail type for which the package inserts have been defined. Valid mail types are: B = buyer C = catalog request R = recipient L = rental S = suspect/prospect ' ' (blank) = no mail type defined See Customer Service Chapter 35: Work with User Fields Screen. If sold-to customer has this current mail type, the associated package inserts will automatically be added to the order. For example, if the sold-to customer has a current mail type of C (catalog request), the package inserts created for mail type C will automatically be added to the order. Alphanumeric, 1 position; required or leave blank to define package inserts for customers with no current mail type.
All	All Package inserts defined under this criterion will be added to every order. When you select this option, no value is entered. You just enter the package insert items and quantities.

Rules for Adding Package Inserts to Orders

• If the order is a multiple-recipient order, each order is evaluated on an order ship-to by order ship-to basis when determining whether the order qualifies for a package insert.

• The package insert item will not be added to the order if the qualifying item (through either item, item class, or item category) is soldout.

• If the Apply End of Order Discounts during Repricing (J37) system control value is set to Y, the system will evaluate the order to determine if it is eligible for the package insert during repricing (F21), initial order accept (F9) and final order accept (F9 or F19); if the order is no longer eligible, the system will delete it. If the Apply End of Order Discounts during Repricing (J37) system control value is set to N, once the package insert item is added to the order, it will not be automatically deleted or canceled by CWDirect. For example, if the qualifying item (the item that caused the package insert to be added to the order) was canceled, the package insert would not be automatically canceled. You would need to manually cancel the package insert.

• The package insert item will be added to the order using the earliest arrival date of any one open item on the order.

• The package insert item may ship by itself if all other items on the order are backordered. To prevent this from occurring, you may want to create the package insert item as a non-inventory item in the Item file, or you may want to assign the item a Coordinate grp code of 999. Items with a coordinate group code are designed not to generate a pick slip unless there are other items on the order to be shipped at the same time.

• Package insert items will not be added to the order if the order type on the order matches the order type defined in Order Type to Process as Catalog Request/Item Samples (E08) field in the System Control file.

• Package insert items will not be added to the order if the qualifying item (through item, item class, or item category) has a negative quantity.

• Package insert items will not be added to the order if the order total is negative.

• Package insert items will not be added to the order if the order has a ship via with a Billing Code of E (express bill).

• Package insert items are added to orders received through the telephone interface once the batch of orders has been accepted.

Troubleshooting: If a package insert item did not get added to the order, you should check the following:

• The Evaluate Promotional Items/Inserts in Order Entry/Maintenance (E48) system control value should be set to Y.

• The Default Price Override Reason (B35) system control value must contain a valid price override reason code.

• The Apply End of Order Discounts during Repricing (J37) controls whether the system evaluates the order to see if it is eligible for the package insert during repricing (F21), initial order accept (F9) and final order accept (F9 or F19). The package insert may have been removed from the order if it no longer qualified.

• Restricted field in the SKU file for the package insert item should be set to N.

• Sell quantity field in the SKU file for the package insert item should be blank. If a sell quantity must exist, the quantity of the package insert item to be added to the order should be a multiple of the sell quantity.

• The order type on the order should not be the same as the order type defined in the Order Type to Process as Catalog Request/Item Samples (E08) system control value.