Setting Up Customer Profiles (WPFL)
Customer profiles let you define the demographics you want to capture for your customer base and define the valid responses for these categories. You can also establish default codes that represent the most common profile characteristics of your customer base. For example, assume that a profile for marital status includes married, single, divorced, etc., as valid options, and that the majority of people who place orders are single. If you set a profile default for the single option, this value appears on new customer orders. You would then need to perform data entry in the marital status field for new customers only if the customer were other than single.
Mandatory categories: If there is a profile category that you want to capture for each new customer, you can define that category as mandatory. When you enter an order for a customer who has not provided you with this information, the Work with Customer Profile Screen appears automatically when you press F9 or F19 to accept the order.
You can use any customer profiles in your company as selection criteria in the House List application, described in Marketing Working with Drops (WHLS).
In this topic:
• Work with Profile Categories Screen
• Create Profile Screen (Creating a Category)
• Change Profile Screen (Change Category)
• Work with Profile Data Screen (Category Responses)
• Create Profile Data Screen (Category Responses)
Work with Profile Categories Screen
How to display this screen: Enter WPFL in the Fast Path field at the top of a menu, or select Work with Demographic Profiles from a menu.
CSR0062 DISPLAY Work With Profile Categories 4/24/97 16:07:57 EZK Mail Order
Opt Code Description Mandatory
Type options, press Enter. 2=Change 4=Delete 5=Profile Options
1 AGE 2 INCOME 4 GENDER Y
F3=Exit F6=Create F21=Print List F24=Select Company |
Field |
Description |
Code |
A number you assign to a demographic profile category. Numeric, 3 positions; optional. |
Description |
The description of the demographic profile category. Alphanumeric, 20 positions; optional. |
Mandatory |
This flag indicates whether to prompt the operator to complete this field in Order Entry if the customer has not yet provided you with this information. Valid values are: Y = Prompt for this information in Order Entry by displaying the Work with Customer Profile screen automatically. N or blank = Do not prompt for this information in Order Entry. The system also prompts you in Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) field in the System Control file is set to Y. Alphanumeric, 1 position; optional. |
Screen Option |
Procedure |
Create a profile category |
Press F6 to advance to the Create Profile Screen (Creating a Category). |
Change a profile category |
Enter 2 next to a profile category to advance to the Change Profile Screen (Change Category). |
Delete a profile category |
Enter 4 next to a profile category. |
Work with valid profile responses |
Enter 5 next to a profile category to advance to the Work with Profile Data Screen (Category Responses). |
Create Profile Screen (Creating a Category)
Purpose: At the Work with Profile Categories Screen, Press F6.
CSR0058 ENTER Create Profile 4/24/97 16:30:33 EZK Mail Order
Profile Code . . . . . . . . . . Description . . . . . . . . . . Mandatory . . . . . . . . . . . (Y/N)
F3=Exit F12=Cancel |
Field |
Description |
Profile code |
A number that represents a demographic profile category. Numeric, 3 positions. Create screen: required. Change screen: display-only. |
Description |
The description of the demographic profile category. The system does not prevent you from creating more than one profile code with the same description. Alphanumeric, 20 positions; required. |
Mandatory |
This field indicates whether to prompt Order Entry operators to collect this information if the customer has not already provided it. Valid values are: Y = Prompt for this information in Order Entry by advancing to the Work with Customer Profile screen automatically if the customer has not provided you with a response. N or blank = Do not prompt for this information in Order Entry. If you set this field to Y, the system advances to the Work with Customer Profile screen when you first press F9 or F19 to accept the order. However, you have the option of exiting this screen without completing the mandatory field. The system will also advance to the Work with Customer Profile Screen automatically in Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) field in the System Control file is set to Y. Note: The system does not prompt you for a mandatory profile category if you define a default response for the category; instead, the system will update the customer record with the default value automatically, behind the scenes. Alphanumeric, 1 position; optional. |
Change Profile Screen (Change Category)
To change: Enter 2 next to a profile category to advance to the Change Profile screen. You can change only the description and the mandatory flag. See Create Profile Screen (Creating a Category) for field descriptions.
Work with Profile Data Screen (Category Responses)
Purpose: Use this screen to create, change, or delete valid responses for a profile category.
How to display this screen: Enter 5 next to a profile category at the Work with Profile Categories Screen.
CSR0068 DISPLAY Work With Profile Data 4/24/97 17:10:47 EZK Mail Order
Profile code: 1 AGE
Opt Code Description Default?
Type options, press Enter. 2=Change 4=Delete
1 20-29 N 2 30-39 N 3 40-49 N 4 50-59 N
F3=Exit F6=Create F12=Cancel |
Field |
Description |
Code |
A number from 1 through 9 that you assign to a profile response. Numeric, 1 position; optional. |
Description |
The description of the profile response. Alphanumeric, 20 positions; optional. |
Default? |
A flag that determines whether the system will default this response automatically when you create or change demographic information for a customer. You can override this default value. Y = This value defaults when you advance to the Work with Customer Profile Screen in Order Entry, Order Maintenance or Customer Maintenance. N (or blank) = This value does not default. Alphanumeric, 1 position; optional. |
Screen Option |
Procedure |
Create a response code |
Press F6 to advance to the Create Profile Data Screen (Category Responses). |
Delete a response code |
Enter 4 next to a code. |
Change a response code |
Enter 2 next to a code to advance to the Change Data Option Screen. |
Create Profile Data Screen (Category Responses)
Purpose: Press F6 at the Work with Profile Categories Screen.
CSR0065 ENTER Create Profile Data 4/25/97 9:14:09 EZK Mail Order
Profile code . . . . . . . . . . . : 2 Profile data code . . . . . . . . .
Description . . . . . . . . . . . . Default? . . . . . . . . . . . . . . N (Y/N)
F3=Exit F12=Cancel |
Field |
Description |
Profile code |
A number that represents a demographic profile category for which you are creating a valid response code. Numeric, 3 positions; display-only. |
Profile data code |
A user-defined code that represents a valid response for the profile category. For example, if the profile code were income, the profile data code might be 1, representing income less than $20,000. Alphanumeric, 1 position. Create screen: required. Change screen: display-only. |
Description |
Text that describes the profile data response. Example: For the profile category of Income level, you might create profile data codes such as the following: 1 = less than $20,000 2 = $20,000-$29,000 3 = $30,000-$39,000 4 = $40,000-$49,000 5 = more than $49,000 Alphanumeric, 30 positions; required. |
Default? |
This field identifies whether to default this code for the profile category. When you establish a default code by typing Y in this field, the default code appears when you advance to the Work with Customer Profile Screen in Order Entry, Order Maintenance, and Customer Maintenance. You can designate only one default response code for each profile category. If you designate a default response for a mandatory category, the system will default this value for customers automatically behind the scenes in Order Entry if the customers have not already supplied you with the correct information; the Work with Customer Profile screen will not display (unless there is an additional mandatory category without a default value designated). The same condition is true for Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) field in the System Control file is set to Y. Y = This is the default response code. N = This is not the default response code. Alphanumeric, 1 position; required. |
To change: At the Work with Profile Data Screen (Category Responses), enter 2 next to a response code to advance to the Change Data Option screen. You can change the description or the default flag for a profile data option. See Create Profile Data Screen (Category Responses) for field descriptions.
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CS02_03 CWDirect 18.0.x 2018 OTN