Accessible help

Fields on Customer Items List

Purpose: The following information displays on the Customer Items List page.

         Customer Items List Tab

         Customer Items List Page Title

         Customer Information Panel

         Customer Summary Tiles

         Frequently Purchased Items Drawer

         Items Table

For more information:

         Customer Items List for an overview of the Customer Items List page.

         Customer Items List Options for step-by-step instructions on the actions you can perform on the Customer Items List page.

Customer Items List Tab

The customer’s name displays in the page tab for the Customer Items List page. If the customer does not have a last name, the first ten positions of the company name displays as the tab title.

Customer Items List Page Title

The title and the tab of the Customer Items List page contains the following:

         If a customer last name exists, the title of the page displays the customer’s name in first name, last name display.

         If a customer name does not exist, the title of the page displays the customer’s company name.

         The Customer Number is in parentheses.

         The Customer Since date follows the customer name and number.

Customer Information Panel

The customer information panel below the page title displays the following fields:

         On the left-hand side:

         Customer Name or Company Name 

         The Customer Number is in parentheses following the customer name

         Customer Since date

         Customer Class (displayed only if the Require Customer Class in OE, WCAT, and WCST (H85) system control value is selected, regardless of whether a customer class is assigned to the customer)

         On the right-hand side:

         Customer Name, including Prefix and Suffix, if specified, and or Company Name, followed by Customer Address 

         If a customer name and company name are defined, the company name displays below the customer name.

         If a company name is defined without a sold-to customer name, the company name displays in place of the sold-to customer name.

         Phone Number (unlabeled field below the Customer Address): The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option. If more than one phone number is defined for the customer, the system uses the following hierarchy to display the phone number:

         day time phone number

         mobile phone number

         evening phone number

         Email Address (unlabeled field below the Phone Number): This field displays only if an email address is defined for the customer.

         Opt-In Status (unlabeled field below the Email Address): This field displays only if an email address is defined for the customer.

Customer Summary Tiles

Tiles to the right of the customer information panel provide the following information:

         Purchases (Total Orders). This tile includes a link to the Frequently Purchased Items Drawer..

         Lifetime Value. The default Currency Code is indicated below this total.

         Return Rate (Item Return Rate)

Frequently Purchased Items Drawer

The Frequently Purchased Items Drawer displays up to five items in the customer’s purchase history that appear in the greatest number of orders, regardless of the ship-to customer on the order or the status of the order line.

The system does not consider the quantity of the item purchased. For example:

         If a customer purchased item A1234 in black, red, and blue and sent 1 of each to 3 different ship-tos, the frequency in which the customer purchased that item is 1.

         If that customer placed a different order for item A1234 in yellow and black, 1 each, the frequency would change to 2.

If the item has SKUs, the base item is displayed and the totals include all SKUs.

Items display in this panel in most frequently purchased, most recent order date, ascending item ID sequence. The following is displayed for each item:

         Item Image: Displayed if the Use External Item Image (L55) system control value is selected and an item or SKU image has been defined. A placeholder image is displayed if Use External Item Image (L55) is selected but no item or SKU image has been defined.

Note:             The icon indicating that an Item Information Link is available is not displayed on the item image in the Frequently Purchased Items drawer.

         Item Description

         Item ID (next to the item description, in parentheses)

         Total Orders: This is the total number of orders for the customer that include the item, across ship-tos.

         Last Ordered Date

Items Table

The Items table displays the first 15 items that the customer has previously ordered. For each customer purchase history record, the system displays the following fields.

Note:             The Items table does not include items on order lines that are in a Quote, Suspended, or Purged status.

         Ordered Date

         Item Description (the Item ID is to the right in parentheses): An item may display more than once for the same order if more than one item was purchased for a different price or on a different order line, or if the item contains SKU’s and more than one SKU of the item was purchased.

         SKU Description: Displayed below the item description and ID if the item has SKUs.

         Status (Purchase Status): The table does not display order lines that are in a Quote, Suspended, or Purged status.

         Unit Price

         Order Number: Provides a link to the Order Summary page for the order unless the status is Error, Purged, or Suspended.

         Item Availability: 

         If the Use Merchandise Locator (I38) system control value is unselected, or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for merchandise locator, you advance to the Item Availability window.

         If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for merchandise locator, you advance to the Item Availability (Merchandise Locator) window.

Note:             

         For set items, the Item Availability option is available for the set component item and not the main set item.

         The Item Availability option is available only for order lines whose status is Open, Held, Soldout, or Express Bill.

 

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