Overview: Use the Messages page to review, add, and update order notes as well as messages for each ship-to customer on the order.
Order notes: Order notes are messages that are flagged to print nowhere. These are notes that are not shared with the customer. You use the Order Note window to enter or update order notes.
The system also writes order notes. For example, order notes are written for activity related to Order Broker such as the originating store, and the request ID assigned in Order Broker.
Message types: In addition to order notes, you can work with the following types of messages for an order ship-to:
• Gift messages
• Pick slip messages
• Quote form messages
• Refund check messages
How to display: Select the Messages option on the Order Summary, Order Activity, Returns/Refunds, or Invoices page.
Note: You can add and edit messages and order notes regardless of whether the order is locked.
In this topic:
• Selecting a Default Message to Add to an Order
For more information:
• Messages Options for step-by-step instructions on the actions you can perform on the Messages page.
• Fields on Messages for a description of the fields on the Messages page.
• Order Line Message for information on working with order line messages.
• Messages Window for information on working with order notes or customer messages in order entry.
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 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 Messages page.
• Nowhere = The default message does not print anywhere but displays on the order. You can review and define order messages on the Messages page under the Order Notes heading.
• Picks = The default message prints on the pick slip. You can review and define pick slip messages on the Messages page.
• Quotes = The default message prints on the quote form. You can review and define quote form messages on the 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.
Selecting a Default Message to Add to an Order
The Message Template field at a message window in Contact Center 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.
You can also define and use default message templates for order notes and for order lines. See Order Note or Order Line Message for background.
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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