Working with Dollar Chart by Offer (WDCO)
Purpose: You can use the Work with Dollar Chart by Offer function to establish freight or service charges by offer.
Freight calculation: Source codes that have freight methods of $O (Dollar chart by offer), R (Recipient), DO (Pre-discount dollar chart by offer), or OP (By offer price) use the freight charges dollar chart you set up through this function. See Freight Charges for a discussion of each of these freight methods.
Service charges: Service charges are additional charges that are added to an order if the merchandise amount on the order is equal to or exceeds an amount specified in this file. Service charges can be excluded and defined at the source code level.
You can also define freight and service charges for an offer using Working with Offers (WOFR).
Note: If you plan to set up service charges, you should complete the Addl charge code (Additional charge code for Dollar chart charges) in the Offer file.
In this topic:
• First Work with Dollar Chart by Offer Screen (Select Offer and Type)
• Work with Dollar Chart by Offer Screen (Freight Charges)
• Create Dollar Chart by Offer Screen (Freight Charges)
• Change Dollar Chart by Offer Screen (Freight Charges)
• Display Dollar Chart by Offer Screen (Freight Charges)
• Work with Dollar Chart by Offer Screen (Service Charges)
• Create Dollar Chart by Offer Screen (Service Charges)
• Change Dollar Chart by Offer Screen (Service Charges)
• Display Dollar Chart by Offer Screen (Service Charges)
First Work with Dollar Chart by Offer Screen (Select Offer and Type)
How to display this screen: Enter WDCO in the Fast path field on a menu or select this option from a menu.
OER0393 ENTER Work with Dollar Chart by Offer 6/06/96 11:39:04 Mail Order
Offer . . . . . . . . SU6
Freight or service . . F (F,S)
F3=Exit F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Offer |
Enter the code for the offer for which you want to set up a freight or service charge. An offer is a code that identifies the catalog, space, or television advertisement from which you accept orders. Offers are defined in and validated against the Offer file; see Working with Offers (WOFR). Alphanumeric, 3 positions; required. |
Freight or service |
Enter F to set up a freight charge for this offer, or Enter S to set up a service charge for this offer. Alphanumeric, 1 position; required. |
Completing this screen: Complete the Offer field and enter either F or S in the Freight or service field.
• If you enter F, you advance to the Work with Dollar Chart by Offer Screen (Freight Charges).
• If you enter S, you advance to the Work with Dollar Chart by Offer Screen (Service Charges).
Work with Dollar Chart by Offer Screen (Freight Charges)
Purpose: Use this screen to work with freight charges for this offer. The screens and fields you use to work with freight and service dollar charts are nearly identical.
How to display this screen: Complete the First Work with Dollar Chart by Offer Screen (Select Offer and Type). You can also display this screen by entering 10 next to an offer on the Work with Offers Screen.
MSR0638 DISPLAY Work with Dollar Chart by Offer 4/26/99 15:36:38 KAL Co.
Offer . . . : A01 OFFER A01 - SPECIAL EDITION
Dollar Freight Maximum Opt Amount Charge Pct Charge
Type options, press Enter. 2=Change 4=Delete 5=Display
10.00 1.00 .00 .00 20.00 2.00 .00 .00 30.00 3.00 .00 .00 40.00 4.00 .00 .00 50.00 5.00 .00 .00 60.00 6.00 .00 .00 70.00 7.00 .00 .00 +
F3=Exit F6=Create F12=Cancel F21=Print list |
Field |
Description |
Offer |
The unique code and description for the catalog, space, television advertisement or web site from which you accept orders. Offer: Alphanumeric, 3 positions; display-only. Description: Alphanumeric, 3 positions; display-only. |
Dollar amount |
The total merchandise amount on the customer's order that must be reached in order for the system to apply the Freight charge, Pct (Percentage), or Maximum charge. The freight method for the source code defines whether the system uses the merchandise total based on selling price to calculate freight, or based on the pre-discount price. This amount includes both merchandise and handling charges if the Include Handling in Freight Charge Calculation (D77) system control value is set to Y. If you wish to stop charging freight for orders over a certain dollar total, you can define a dollar amount indicating to stop charging freight by entering a Freight charge or Pct (Percentage) of zero. Numeric, 7 positions with a 2-place decimal; optional. |
The flat dollar amount of freight to apply to a customer's order when the order total subject to freight is equal to or greater than the amount from the Dollars field. Numeric, 7 positions with a 2-place decimal; optional. |
|
The percentage of freight to charge when the order total subject to freight is equal to or greater than the amount from the Dollars field. Numeric, 5 positions with a 2-place decimal; optional. |
|
The maximum dollar amount of freight that can be charged, regardless of the result of the freight calculation. Numeric, 7 positions with a 2-place decimal; optional. |
Screen Option |
Procedure |
Create a dollar chart |
Press F6 to advance to the Create Dollar Chart by Offer Screen (Freight Charges). |
Change a dollar chart |
Enter 2 next to a dollar chart to advance to the Change Dollar Chart by Offer Screen (Freight Charges). |
Delete a dollar chart |
Enter 4 next to a dollar chart to delete it. |
Display a dollar chart |
Enter 5 next to a dollar chart to advance to the Display Dollar Chart by Offer Screen (Freight Charges). |
Create Dollar Chart by Offer Screen (Freight Charges)
Purpose: Use this screen to create a freight dollar chart for an offer.
How to display this screen: Press F6 on the Work with Dollar Chart by Offer Screen (Freight Charges).
MSR0643 ENTER Create Dollar Chart by Offer 10/15/97 10:04:30 The KL Mail Order Company
Offer Number . . . . . . . . . : HAG HALLOWEEN SPEICALS Dollars . . . . . . . . . . . . .
Freight Amount . . . . . . . . . Freight Percent . . . . . . . . . . Maximum Freight Amount . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Offer |
The unique code and description for the catalog, space or television advertisement or web site from which you accept orders. See Working with Offers (WOFR). Offer: Alphanumeric, 3 positions; display-only. Description: Alphanumeric, 3 positions; display-only. |
The total merchandise amount on the customer's order that must be reached in order for the system to apply the Freight charge, Pct (Percentage), or Maximum charge. The freight method for the source code defines whether the system uses the merchandise total based on selling price to calculate freight, or based on the pre-discount price. This amount includes both merchandise and handling charges if the Include Handling in Freight Charge Calculation (D77) system control value is set to Y. If you wish to stop charging freight for orders over a certain dollar total, you can define a dollar amount indicating to stop charging freight by entering a Freight charge or Pct (Percentage) of zero. Numeric, 7 positions with a 2-place decimal. Create screen: required. Change screen: display-only. |
|
Enter the freight charge to apply to a customer's order when the order total subject to freight is equal to or greater than the amount from the Dollars field. Example: If you enter 100.00 in the Dollars field, and 4.95 in the Freight charge field, the system adds $4.95 to the order as freight when the total amount subject to freight is $100.00 or less. Numeric, 7 positions with a 2-place decimal; optional. |
|
Enter the percentage to use to calculate freight. The system multiplies this percentage by the total amount on the order subject to freight. Example: If you enter 50.00 in the Dollars field, and 5.00 in the Pct (Percentage) field, the system applies $2.50 to the order as freight when the total amount subject to freight is $50.00 or less. Numeric, 5 positions with a 2-place decimal; optional. |
|
The maximum dollar amount of freight to charged, regardless of the result of the freight calculation. You need to complete this field only if you are calculating freight by percentage (if you have entered a percentage in the Pct field.) Numeric, 7 positions with a 2-place decimal; optional. |
Change Dollar Chart by Offer Screen (Freight Charges)
To change: Enter 2 next to the dollar chart at the Work with Dollar Chart by Offer Screen (Freight Charges) to advance to the Change Dollar Chart by Offer screen. See Create Dollar Chart by Offer Screen (Freight Charges) for field descriptions.
You can change all of the information except the Offer code field.
Display Dollar Chart by Offer Screen (Freight Charges)
To display: Enter 5 next to the dollar chart at the Work with Dollar Chart by Offer Screen (Freight Charges) to advance to the Display Dollar Chart by Offer screen. You cannot change any fields on this screen. For field descriptions, see Create Dollar Chart by Offer Screen (Freight Charges).
Work with Dollar Chart by Offer Screen (Service Charges)
Purpose: Use this screen to work with service charges for this offer. The screens and fields you use to work with freight and service dollar charts are nearly identical.
About service charges:
• Charge bucket: Source code or offer service charges are added to the Charge bucket on the order, using the additional charge code specified for the offer.
• Source or offer service charge? If the order’s merchandise total qualifies for a service charge specified for the source code on the order header, the system applies this service charge to the order; otherwise, if the order’s merchandise total qualifies for a service charge specified for the offer related to the source code, the offer-level service charge applies.
• Ship via service charge: You can also set up service charges for ship vias. Unlike source code or offer service charges, ship via service charges are added to the Freight bucket on the order. An order can qualify for a ship via service charge, in addition to a source code or offer service charge:
• if the Exclude serv chg flag for the source code on the order header is set to N
• if the Add’l freight only flag for the ship via on the order ship to is set to Y, then the ship via’s Incl wgt/svc chrgs if add’l frt only flag must also be set to Y
• Guaranteed service charge: You can also set up a guaranteed service charge through the Working with Offers (WOFR) option. This service charge is added to the Charge bucket on the order if the Exclude serv chg flag for the source code on the order header is set to N.
How to display this screen: Complete the First Work with Dollar Chart by Offer Screen (Select Offer and Type). You can also advance to this screen by entering 11 next to an offer at the Work with Offers Screen.
MSR0638 DISPLAY Work with Dollar Chart by Offer 10/15/97 10:21:33 The KL Mail Order Company
Offer . . . : HAG HALLOWEEN SPEICALS
Dollar Service Maximum Opt Amount Charge Pct Charge
Type options, press Enter. 2=Change 4=Delete 5=Display
.00 .00 .00 25.00 1.50 .00 .00 50.00 2.50 .00 .00 100.00 3.00 .00 .00 125.00 .00 .00
F3=Exit F6=Create F12=Cancel F21=Print list |
Field |
Description |
Offer |
The unique code and description for the catalog, space, or television advertisement from which you accept orders. Offer: Alphanumeric, 3 positions; display-only. Description: Alphanumeric, 3 positions; display-only. |
Dollar amount |
The merchandise dollar amount on the customer's order. When the merchandise total is equal to or greater than the dollar amount you enter, the system applies service charge defined in the Service charge field, the Pct field, or the Maximum charge field to the customer's order. You can define a dollar amount where the system stops charging a service charge by entering a $0.00 service charge in the Service charge or Pct fields. This is helpful if you wish to stop charging a service charge when a customer reaches a certain merchandise level on the order. Numeric, 7 positions with a 2-place decimal; optional. |
Service charge |
The flat dollar amount of service to apply to a customer's order when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 7 positions with a 2-place decimal; optional. |
Pct (Percentage) |
The percentage of the merchandise total to apply to a customer's order as service charge when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 5 positions with a 2-place decimal; optional. |
Maximum charge |
The maximum dollar amount of service charge to add to an order, regardless of the result of the freight calculation. Numeric, 7 positions with a 2-place decimal; optional. |
Screen Option |
Procedure |
Create an offer |
Press F6 to advance to the Create Dollar Chart by Offer Screen (Service Charges). |
Change an offer |
Enter 2 next to a dollar chart to advance to the Change Dollar Chart by Offer Screen (Service Charges). |
Delete an offer |
Enter 4 next to a dollar chart to delete it. |
Display an offer |
Enter 5 next to a dollar chart to advance to the Display Dollar Chart by Offer Screen (Service Charges). |
Create Dollar Chart by Offer Screen (Service Charges)
Purpose: Use this screen to create a service dollar chart for an offer.
How to display this screen: Press F6 at the Work with Dollar Chart by Offer Screen (Service Charges).
This screen requires that you define a service charge by entering a dollar amount in the Service charge field or a percentage in the Pct field, which the system will calculate on the merchandise total. Optionally, you can enter a maximum charge to as a cap, if the percentage you define results in a dollar amount that is greater than the maximum charge.
MSR0643 ENTER Create Dollar Chart by Offer 10/15/97 10:30:27 The KL Mail Order Company
Offer Number . . . . . . . . . : HAG HALLOWEEN SPEICALS Dollars . . . . . . . . . . . . .
Service Amount . . . . . . . . . Service Percent . . . . . . . . . . Maximum Service Amount . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Offer |
The unique code and description for the catalog, space, or television advertisement from which you accept orders. See Working with Offers (WOFR). Offer: Alphanumeric, 3 positions; display-only. Description: Alphanumeric, 3 positions; display-only. |
The merchandise dollar amount of the customer's order. When the merchandise total is equal to or greater than the dollar amount you enter, the system applies the service charge defined in the Service charge field, the Pct field, or the Maximum charge field to the customer's order. Example: If the merchandise total is between and including .01 and 30.99, the customer will be charged 2.95. If the merchandise total is between and including 51.00 and 90.99, the charge will be 5.95. If the merchandise total is 200.00 or over, the charge will be 5 percent of the merchandise total, but not greater than 30.00. You can define a dollar amount where the system stops charging a service charge by entering a $0.00 service charge in the Service charge or Pct fields. This is helpful if you wish to stop charging a service charge when a customer reaches a certain merchandise level on the order. Numeric, 7 positions with a 2-place decimal. Create screen: required. Change screen: display-only. |
|
The flat dollar amount of the service charge to apply to a customer's order when the merchandise amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 7 positions with a 2-place decimal; required if you did not define a percentage in the Pct field. |
|
The percentage of the merchandise total to apply to a customer's order as a service charge when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 5 positions with a 2-place decimal; required if you did not define a dollar amount in the Service charge field. |
|
The maximum dollar amount of the service charge to apply, regardless of the result of the service charge calculation. You need to complete this field only if you are calculating service charges on the merchandise dollar amount by percentage (if you have entered a percentage in the Pct field.) Numeric, 7 positions with a 2-place decimal; required. |
Change Dollar Chart by Offer Screen (Service Charges)
To change: Enter 2 next to the dollar chart at the Work with Dollar Chart by Offer Screen (Service Charges) to advance to the Change Dollar Chart by Offer screen. For field descriptions, see Create Dollar Chart by Offer Screen (Service Charges). You can change all of the information except the Offer code field.
Display Dollar Chart by Offer Screen (Service Charges)
To display: Enter 5 next to the dollar chart at the Work with Dollar Chart by Offer Screen (Service Charges) to advance to the Display Dollar Chart by Offer screen. You cannot change any fields on this screen. For field descriptions, see Create Dollar Chart by Offer Screen (Service Charges).
| Working with Source Codes (WSRC) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Dollar Chart by Source Code (WDCS) |
MK01_07 CWDirect 18.0.x 2018 OTN