Order Line Details Options

Purpose: You can perform the following actions on the Order Line Details page.

Order Line Actions: 

         Review, Change, or Delete Personalization Details

         Sort Order Line Activity Records

         Sort Item Availability Records

         Sort Gift Card Details

         Filter Gift Card Detail Records

         Add an Order Line Message

         Update an Order Line Message

         Delete an Order Line Message

         Sort Order Line Messages

         Filter Order Line Messages

         Sort Item/SKU Comments

         Filter Item/SKU Comments

Order Actions: 

         Add an Order Message

         Perform a New Search

         Review Order Summary

         Review Order Activity

         Review and Enter Order Messages

         Review and Enter Customer Messages

         Review Refunds and Returns for the Order

         Review Invoices for the Order

         Review Recently Viewed Invoice Details

         Review Recently Viewed Order Line Details

         Unlock the Order

For more information:

         Order Line Details for an overview of the Order Line Details page.

         Fields on Order Line Details for a description of the fields on the Order Line Details page.

Review, Change, or Delete Personalization Details

In the Item Information Panel, select the Personalization (Special Handling) link for an item to advance to the Personalization Information window.

Note:             The Personalization field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Sort Order Line Activity Records

You can sort on any column in the Order Line Activity Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Order line activity records first displays in this table in descending activity date, ascending activity type sequence.

Sort Item Availability Records

You can sort on any column in the Item Availability Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Item Warehouse records first display in this table in descending quantity available sequence.

Sort Gift Card Details

You can sort on any column in the Gift Card Details Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Gift cards first display in this table in ascending gift card number sequence.

Filter Gift Card Detail Records

You can refine the gift cards that display in the Gift Card Details Table by entering information in one or more of the following fields.

         Gift Card Number: Enter a full or partial gift card number to display gift cards whose number starts with your entry.

         Amount (Gift Card Amount): Enter a full or partial amount to display gift cards whose amount starts with your entry.

         Issue Date (Gift Card Issue Date): Enter a full or partial issue date to display gift cards whose issue date starts with your entry.

         Email Sent Date (Gift Card Notification Email): Enter a full or partial email sent date to display gift cards whose email sent date starts with your entry.

         Activation Date (Gift Card Activation Date): Enter a full or partial activation date to display gift cards whose activation date starts with your entry.

         Vendor Response (Gift Card Vendor Response): Enter a full or partial vendor response to display gift cards whose vendor response starts with your entry.

Add an Order Line Message

Click Add Order Line Message above the Order Line Messages Table to open the Add Order Line Message window.

Update an Order Line Message

If you have authority under the Modify Existing Messages (A30) secured feature, you can edit a message in the Order Line Messages Table:

         Optionally, click in the Message (Order Line Message) to edit the message text.

         Optionally, click in the Print Location (Order Line Message Print Location) to change the print location.

         When you are done, select the check mark in the Actions column to save your changes.

You cannot apply a different Order Line Message Template to an existing order line message.

Delete an Order Line Message

If you have authority under the Modify Existing Messages (A30) secured feature, you can delete a message in the Order Line Messages Table by clicking the X in the Actions column.

Sort Order Line Messages

You can sort on any column in the Order Line Messages Table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Order line messages first display in this table in descending message date sequence.

Filter Order Line Messages

You can refine the order line messages that display in the Order Line Messages Table by entering information in one or more of the following fields:

         Message (Order Line Message): Enter a full or partial message to display order line messages that contain your entry.

         Date (Order Line Message Date): Enter a full or partial date to display order line messages whose date starts with your entry.

         Print Location (Order Line Message Print Location): Enter a full or partial print location to display order line messages whose print location starts with your entry.

         User (Order Line Message User): Enter a full or partial user ID to display order line messages whose user ID starts with your entry.

Sort Item/SKU Comments

You can sort on any column in the Item/SKU Comments Panel by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Item/SKU comments first display in this table in descending comment sequence.

Filter Item/SKU Comments

You can refine the item/SKU comments that display in the Item/SKU Comments Panel by entering information in the following field:

Comment (Item/SKU Comment): Enter a full or partial comment to display comments that contain your entry.

Add an Order Message

In the page title banner, select the Add Order Message option or press CTRL + ALT + m to advance to the Add Message window.

Perform a New Search

In the page title banner, select the New Search option to return to the Order Search (Search for Orders or Customers) page. The system clears all of the fields on this page so that you can enter new search criteria and perform a new search.

Review Order Summary

In the left-hand navigation pane, select the Order Summary option to advance to the Order Summary page for the current order.

Review Order Activity

In the left-hand navigation pane, select the Order Activity option to advance to the Order Activity page for the current order.

Review and Enter Order Messages

In the left-hand navigation pane, select the Order Messages option to advance to the Order Messages page.

Review and Enter Customer Messages

In the left-hand navigation pane, select the Customer Messages option to advance to the Customer Messages page.

Review Refunds and Returns for the Order

In the left-hand navigation pane, select the Returns/Refunds option to advance to Returns/Refunds page.

Review Invoices for the Order

In the left-hand navigation pane, select the Invoices option to advance to the Invoices page.

Review Recently Viewed Invoice Details

Once you advance to the Invoices page for an order, the link to the Invoices page displays in the left-hand navigation pane for the order under the title Recently Viewed Invoices as Invoice #, where # is the invoice number. Select the Invoice # option for the invoice you wish to review to advance to the Invoice Detail page.

The Recently Viewed Invoices title displays up to the last ten recently viewed invoices in reverse chronological order, with the most recently viewed invoice at the top of the list.

Review Recently Viewed Order Line Details

Once you advance to the Order Line Details page for an order line on an order, the link to the Order Line Details page displays in the left-hand navigation pane for the order under the title Recently Viewed Order Lines as Ship-To # | Line #, where Ship-To # is the order ship-to associated with the order line and Line # is the order line number. Select the Ship-To # | Line # option for the order line you wish to review to advance to the Order Line Details page.

The Recently Viewed Order Lines title displays up to the last ten recently viewed order lines in reverse chronological order, with the most recently viewed order line at the top of the list.

Unlock the Order

In the page title banner, select Unlock Order or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.

Note:             This option displays only if you have locked the order in the current session; it does not display if another user has locked the order.

For more information: See Maintaining an Order for more information about locking and unlocking an order.

 

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