Overview: Use the Add Message window to add or update an order or customer message.
The title of this window changes, depending on the type of message you are adding:
• Add Order Message displays if you are adding an order message.
• Add Gift Message displays if you are adding a gift message.
• Add Pick Slip Message displays if you are adding a pick slip message.
• Add Quote Form Message displays if you are adding a quote form message.
• Add Refund Check Message displays if you are adding a refund check message.
Current order only: The messages that you enter on this window apply to the current order only and not any other order for the customer. If the order contains more than one ship-to, the system adds the messages to the first order ship-to.
Order-level only: These order messages apply to the order and not to a specific item on the order.
How to display:
• Select the Add Order Message option or press CTRL + ALT + m on the Order Summary, Order Activity, Order Messages, Customer Messages, Returns/Refunds, or Invoices page.
• Select the Add Gift Message, Edit Gift Message, Add Pick Slip Message, Edit Pick Slip Message, Add Quote Form, Edit Quote Form, Add Refund Check, or Edit Refund Check option on the Customer Messages page.
Note: You can add a message regardless of whether the order is locked.
In this topic:
For more information:
• Add Message Options for step-by-step instructions on the actions you can perform on the Add Message window.
• Fields on Add Message for a description of the fields on the Add Message window.
Purpose: Default messages are standard order or gift messages that you enter on orders on a regular basis. Instead of requiring users to retype a standard message on each eligible order, you can have the user select the message from a list of standard messages to default to the order, allowing you to avoid typographical errors that can occur when the message is manually added to the order.
You can create default messages for order level messages and line level messages using the Work with Default Messages (WMSG) menu option.
The Message Type defined for the default message indicates whether the default message text is used for order level messages or order line level messages.
The Print Code defined for the default message indicates where the default message displays.
Valid values for order level messages:
• Ref Chk Cust = The default message prints on a refund check. You can review and define refund check messages on the Customer Messages page.
• Gift Message = The default message prints as a gift message on the pick slip. You can review and define gift messages on the Customer Messages page.
• Nowhere = The default message does not print anywhere but displays on the order. You can review and define order messages on the Order Messages page.
• Picks = The default message prints on the pick slip. You can review and define pick slip messages on the Customer Messages page.
• Quotes = The default message prints on the quote form. You can review and define quote form messages on the Customer Messages page.
• Both = The default message prints on both the pick slip and invoice.
• Invoices = The default message prints on the invoice.
• Ref Chk Int = The default message prints in a detachable area of the refund check that is not visible to the customer.
• User Defined = The default message prints on a document defined by the user, such as a custom pick slip.
Note: Contact Center does not use the Both, Invoices, Ref Chk Int, and User Defined order level message types.
Valid values for order line level messages:
• Nowhere = The default message does not print anywhere but displays on the order line.
• Both = The default message prints on both the pick slip and invoice.
• Invoices = The default message prints on the invoice.
• Picks = The default message prints on the pick slip.
Note: Only order line message templates are available for selection in Contact Center only if the Print Code defined for the default message in Classic View is set to Nowhere.
Selecting a Default Message to Add to an Order
The Message Template field on the Add Message window allows you to select a default message to add to an order.
When a user selects a default message to add to an order, the message text defined for the default message defaults to the Message field; however, you can still override the default message text or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Mary and John.
An example of the type of messages you may wish to default are listed below.
• Happy Birthday
• Happy Anniversary
• Congratulations
• Merry Christmas
• Happy Holidays
• Season’s Greetings
• Best Wishes
• Thinking of You,
• With Deepest Sympathy,
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