addPersonalizationOptions

Add Personalization Options

Purpose: You can perform the following actions on the Add Personalization window.

• Add Standard Personalization to an Item

For more information:

• Add Personalization for an overview of the Add Personalization window.

• Fields on Add Personalization for a description of the fields on the Add Personalization window.

Edit personalization: To edit or update existing personalization information for an order line, Select the Edit option on the Personalization Information window, if it is available. See Edit Personalization Information for more information.

Add Custom Personalization to an Item

1. Depending on whether a custom S/H code is defined for the Item Offer or SKU Offer associated with the offer on the order line:

• Custom personalization assigned to item? If a custom S/H code is defined for the Item Offer or SKU Offer associated with the offer on the order line, the system defaults this personalization code to the Personalization field.

• Standard personalization assigned to item? If a standard S/H code is defined for the Item Offer or SKU Offer associated with the offer on the order line, the system defaults this personalization code to the Personalization field. See Add Standard Personalization to an Item for the steps you use to add standard personalization.

• No personalization type assigned, but personalization supported? If a S/H code is not defined for the Item Offer or SKU Offer associated with the offer on the order line, but the Special handling setting for the Item Offer or SKU Offer is selected, you can select a personalization code from the Personalization field. Only personalization codes that are not flagged for bypass or suppress, and that are not restricted based on item class, are available for selection.

Note: Continue with these steps if the selected code identifies custom, rather than standard, personalization. See Add Standard Personalization to an Item for the steps you use to add standard personalization.

• Personalization types that are restricted based on item class are not available for selection.

2. Once you define the type of personalization, the system displays the customization options that can be performed on the item, and optionally, the associated charge to apply the option to the item.

3. Optionally, update the Personalization Charge (Personalization (Special Handling) Charge) defined for a customization option. This field is labeled the Charge when it is defined for a feature/option associated with a custom special handling format, rather than the Item Offer.

Note:

• You cannot update the Personalization Charge in Order Entry.

• No charge is displayed when the charge is defined in the Item Offer, but the Special handing type is not assigned to the Item Offer.

• You can update the personalization charge when maintaining the order only if you have authority to the Enter or Override S/H Price (B12) secured feature.

4. Enter a value (Personalization (Special Handling) Custom Response) for each customization option (Personalization (Special Handling) Custom Label) that is required.

• The customization option is a drop down box if a list of valid responses exists for the option. You must select a valid response from the list.

• If valid responses are defined, the response description displays regardless of the setting of the Display Special Format Response Descriptions in Order Entry (E90) system control value.

• For text fields, you can enter upper and lower case text if the Enter Custom Special Handling in Upper and Lower Case (D65) system control value is selected. Otherwise, your entries are converted to upper case.

• If a Default Response was defined for the special handling format, this response defaults; however, any Default Text such as name and address defined for the special handling format does not default in order entry.

• If a customization option has been defined with a maximum amount of characters that can be used, the system displays the remaining number of characters allowed below the input field. The Include Spaces in Special Handling Edit for Maximum Characters (F80) system control value controls whether the system includes spaces in the number of characters of text used. For example, if this system control value is selected, and you enters Julie Marie in the text field, the system considers this name to be 11 characters. If this system control value is unselected, the system considers the name Julie Marie to be 10 characters.

5. Optionally, enter a value for any customization options that are not required.

6. Optionally, update the Charge (Personalization (Special Handling) Custom Charge) for a custom label.

• The Charge field displays only if a Default Price or Default Price % is defined for the special format detail, the Feature/option field for the special format detail is selected, and a Special Handling Price is not defined for the item offer or SKU offer. You cannot update the Charge in Order Entry.

• You can add or remove a charge when maintaining an order only if you have authority to the Enter or Override Personalization Charge (A40) secured feature.

7. Select Add Personalization. The system validates your entries. An error message displays if:

• You do not define a value for a required field.

• You enter a negative number in the Charge field.

8. If the updates are successful, you return to the previous page:

• If you were entering an order, you return to the Items (Order Entry Step 3) step, or whichever step you were using when you clicked the Personalize link for the item. Any personalization charges are indicated in the Order Summary panel.

• If you were updating an order, you return to the Order Summary page.

Multiply charges by order line quantity? If the Evaluate Special Handling Charges by Order Line (D67) system control value is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling. The charge is added to the Personalization bucket of the order totals. For example, if the system control value is unselected:

• Line 1: Item A1000 in blue, quantity 5: special handling charges = $25.00

• Line 2: Item A1000 in red, quantity 1: special handling charges = $5.00

• Total special handling charges = $30.00

Add Standard Personalization to an Item

1. Depending on whether a custom S/H code is defined for the Item Offer or SKU Offer associated with the offer on the order line:

• No personalization type assigned, but personalization supported? If a S/H code is not defined for the Item Offer or SKU Offer associated with the offer on the order line, but the Special handling setting for the Item Offer or SKU Offer is selected, you can select a personalization code from the Personalization field. Only personalization codes that are not flagged for bypass or suppress, and are not restricted based on item class, are available for selection.

Note: Continue with these steps if the selected code identifies standard, rather than custom, personalization. See Add Custom Personalization to an Item for the steps you use to add custom personalization.

• Personalization types that are restricted based on item class are not available for selection.

1. Select a standard Personalization option (Personalization (Special Handling).

2. Optionally, enter the Personalization Charge (Personalization (Special Handling) Charge). You cannot update the Charge in Order Entry.

3. Optionally, enter the Instructions Personalization (Special Handling) Instructions).

4. Select Add Personalization. The system validates your entries.

5. If the updates are successful, you return to the previous page:

• If you were updating an order, you return to the Order Summary page.

• Line 1: Item A1000 in blue, quantity 5: special handling charges = $25.00

• Line 2: Item A1000 in red, quantity 1: special handling charges = $5.00

• Total special handling charges = $30.00

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