Entering Loyalty Members’ Orders
When you enter an order for a member, the member can earn multiple types of rewards for one accrual. The member can also use multiple types of payment for one redemption.
Orders can also be used when a member uses cash to purchase a product (an accrual) or uses points to purchase a product (a redemption). An order allows you to charge the member currency amounts for the purchase price, taxes and shipping and handling.
Orders are related to transactions, because when an order is submitted, a Transaction is automatically created for each order line item that accrues or debits points. Transactions only handle point accruals and debits, they do not involve order billing.
An order can have several lines, where each line represents a purchase. For example, if you purchase a camera, a lens, and a camera bag, then the order placed has three lines, one line for each of the products purchased. If the Order flag in the promotions screen is set to Yes, then Loyalty tracks all promotion level attributes, but only for that order. You can use this feature to set up order level promotions at a store. For example, you could set up a promotion so that if a customer buys a camera and a lens in the same order, then the customer receives a 5% discount.
For detailed information about entering orders, see the chapter on creating a quote or order in Siebel Order Management Guide.
To enter a member’s order details
Navigate to the Loyalty Members screen and locate the member whose order you want to enter.
Click the hyperlink in the Member Number (#) field and click the Orders view tab.
In the Orders list, add a new record, and complete the necessary fields.
In the Type field, select Sales Order.
Click the hyperlink in the Order Number (#) field.
On the Sales Order form, select the applicable Price List.
Click the Line Items view tab.
Add a new record to the Line Items list, and complete the necessary fields. Some fields are described in the following table.
Field Description Product
Select the product for which the member can earn base points and special points.
Txn Type
Select Accrual.
Point Type
Select the record for the type and number of points that applies to this order.
If this item is taxable and you have Taxware installed, then from the view-level menu, choose Calculate Tax.
The totals are updated to reflect the taxes charged on the item.
Click the Payments view tab and enter a form of payment for the order.
If the form of payment is a credit card, then click Authorize.
Click Submit.
A Transaction is automatically created for each order line item that accrues or debits points.
To verify that transactions were created:
- Navigate to the Loyalty Members screen and locate the member whose order you entered.
Click the hyperlink in the Member Number (#) field and click the Transactions view tab.
In the Transactions list, query for the Order Number (#) of the order you just processed.
Verify that one transaction was created for each order line item.