Purpose: You can perform the following actions on the Add Order Line page.
• Add an Item by Item ID and SKU
For more information:
• Add Order Line for an overview of the Add Order Line page.
• Fields on Add Order Line for a description of the fields on the Add Order Line page.
1. Optionally, enter text in the Description (Item Description) field to find items whose item description contains your entry. Leave this field blank to search for items regardless of the description.
2. Optionally, enter text in the Keywords field to find items whose keywords contain your entry. Leave this field blank to search for items regardless of keywords.
3. Select the Search Items option. The system validates your entries. An error message displays if:
• The system cannot find any items that meet your search criteria.
• The system finds more than 500 items that meet your search criteria. In this situation, you must further refine the text you enter in the Description and Keywords fields.
4. If the search returns results, the system advances you to the Item Search Results window. This window displays:
• All items that match your search based on Description and Keywords. If you did not define a description or keyword, all items display.
• If an item has an item status code that matches the item status code defined in the Item Status for Suppressing Item During Item Selection (L21) system control value, the system does not include the item in the search results.
5. At the Item Search Results window, you can refine the search results by entering text in the Item ID, Item Description, and/or Keywords fields:
• Enter text in the Item ID field to search for items whose item ID starts with your entry.
• Enter text in the Item Description field to search for items whose item description contains your entry.
• Enter text in the Keywords field to search for items whose keywords contain your entry.
6. Double-click on the item you wish to add to return to the Add Order Line page. The item you selected displays in the Item ID field.
7. Follow the steps in the Add an Item by Item ID and SKU instructions to add the item to the order.
Add an Item by Item ID and SKU
1. Enter the item code you wish to add to the order in the Item ID field and press the tab key. If you followed the steps in the Search for an Item instructions, the item you selected defaults.
2. If the item contains SKU’s, select the Populate SKU Options icon to retrieve the valid SKU’s for the item. Once the SKU’s are retrieved:
• Select the SKU field to display the SKU drop down list.
• Enter a full or partial SKU in the drop down list search field to find SKU’s that contain your entry.
• Select a SKU from the drop down list to populate the SKU field.
Note: The SKU is made up of three four position fields. If you search on more than one SKU element, you must enter the full four positions for each field. For example:
• If you search for RED SML, you must type RED SML, where the space between RED and SML is two blank spaces. You need to enter one space to represent the forth position of the RED SKU element and the other space represents the space between the SKU elements.
• If you search for BLUE SML, you must type BLUE SML, where the space between BLUE and SML is one blank space to represent the space between the SKU elements.
Note: Do not add the following types of items:
• A virtual gift (stored value) card item to the order if there is not an email address for the customer.
• An item with a ship via override.
• An item that requires standard personalization, in which you enter free-form text only.
3. Enter the quantity of the item you wish to add to the order in the Quantity (Order Line Quantity Ordered) field. The number defined in the Default Order Quantity (B30) system control value defaults, but you can override it. You cannot enter a negative quantity.
Note:
• If the specified quantity is larger than the Maximum Order Quantity (C60) SCV and you do not have authority to the Allow Maximum Order Quantity Override secured feature, a quantity of 1 is added to the order.
• If this is a Ship-for-Pickup Order, the selected item is flagged as ship-alone, and the quantity is more than 1, an error message indicates that you cannot add the item to the order.
4. Optionally, enter the price (Order Line Price) you wish to charge for the item, or select the No Charge field. If you do not enter a price or set the line to no charge, the system uses normal pricing logic to determine the price. These options are available only if you have authority to the Price Overrides (A23) secured feature.
5. If you have overridden the price or set the line to No Charge, enter a price override reason in the Price Override Reason field. The Price Override Reason field is display-only if you do not have authority to the Price Overrides (A23) secured feature.
Note: If the added item is a warranty item, it is added to the order at no charge and a price override reason defaults. You cannot override the price for a warranty item.
6. Select the reason for adding the item to the order in the Add Line Reason field. The first add line reason in alphanumeric order defaults, but you can override it. This field displays only if the Require Reason for Lines Added in Order Maintenance (D75) system control value is selected or the Required reason code flag for the item offer or SKU offer is selected.
7. Select the Add Order Line option. The system validates your entries.
Add item troubleshooting: An error message displays if:
• An item code is not defined in the Item ID field or the item code entered in invalid.
• The item contains SKU’s, and a SKU code is not defined in the SKU field.
• A number is not defined in the Quantity field or the number is greater than 99,999.
• The number in the Quantity field is greater than the number in the Maximum Order Quantity (C60) system control value and you do not have authority to the Allow Maximum Order Quantity Override (A70) secured feature.
• You leave the Price field blank and the system cannot determine the price for the item. In this situation, you must enter a price in the Price field and enter a reason in the Price Override Reason field.
• The price you enter in the Price field is greater than the price in the Maximum Order Line Value (E98) system control value and you do not have authority to the Allow Maximum Order Line Value Override (A69) secured feature.
• You enter a price in the Price field for a warranty item. In this situation, you must remove the price since warranty items are sold at no charge.
• You enter a membership item. In this situation, the system displays the Membership Program field where you must select a standard membership program for the membership item. The first active standard membership program in alphanumeric order defaults, but you can override it.
• The ship via defined for the order is not valid for the item. In this situation, the system displays the Ship Via field where you must select a valid ship via for the item. The first valid ship via in alphanumeric order defaults, but you can override it.
• The second compatibility code for the item matches the code in the Second Compatibility Code used to Trigger SKU Blocking (K84) system control value. In this situation, the system will not allow you to add the item to the order.
8. If your entries pass validation, the system:
• Displays the Item SKU Information window if the item added is associated with item/SKU status messages and/or item/SKU comments whose Print Code is set to W Window.
• If the item added is a warranty item, applies the price override reason defined in the Default Price Override Reason for Warranty Items (G01) system control value to the order line.
• Reserves the item if you use immediate reservation.
• Updates the order totals.
• If the item added is a variable set, you advance to the Select Variable Set Items page.
• Otherwise, you return to the previous page with the newly added item in the Order Lines Panel.
• If you order a virtual gift card item (the SVC type field for the item is V Virtual), the system requires you to define an email address in order to send a gift card notification (Stored Value Card Notification Email) to the recipient of the gift card. If an email address is not defined, the system displays an error message when you select to unlock the order; in this case, you need to cancel the virtual stored value card from the order.
• If the item has associated coordinate items, a message indicates this fact. You can use the Add Coordinate Items option for the order line to advance to the Select Coordinate Items page, where you can review coordinates or add them to the order.
• If the item offer or SKU offer requires personalization based on the assignment of a S/H Code to the item offer or SKU offer, and there is not an item class restriction against personalization, you advance to the Add Personalization window.
9. When you unlock the order, if the order’s status was previously Closed or Canceled, it resets to Open status.
Note: You do not need to enter an add reason code, regardless of the setting of the Require Reason for Lines Added in Order Maintenance (D75) SCV.
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