), indicating that the customer is currently enrolled in one or more loyalty programs. See Customer Loyalty List for more information.Fields on Customer Purchase History
Purpose: The following information displays on the Customer Purchase History page.
• Customer Purchase History List Tab Fields
• Customer Purchase History List Page Title Fields
• Customer Information Panel Fields
• Customer Summary Tiles Fields
• Frequently Purchased Items Panel Fields
• Lifetime to Date Totals Fields
• Purchase History Details Table Fields
For more information:
• Customer Purchase History List for an overview of the Customer Purchase History List page.
• Customer Purchase History List Options for step-by-step instructions on the actions you can perform on the Customer Purchase History List page.
Customer Purchase History List Tab Fields
The customer’s name displays in the page tab for the Customer Order List page. If the customer record does not have a last name but there is a company name, the first ten positions of the company name displays as the tab title. If the customer record does not have either a last name or a company, the tab is blank.
Customer Purchase History List Page Title Fields
The title and the tab of the Customer Purchase History 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 order.
• If a no name exists for the customer record but there is a company name, the title of the page displays the customer’s company name.
• If the customer record does not have either a last name or a company, just the customer number is displayed.
• The Customer Number is in parentheses.
• The Customer Since date follows the customer name and number. This is the signup date from Oracle Retail Customer Engagement.
Customer Information Panel Fields
The customer information panel below the page title displays the following fields:
• On the left-hand side:
• Customer Name or Company Name, If the customer record has just a first name, no name is displayed.
• The Customer Number is in parentheses following the customer name
• Customer Since date
• The Loyalty Member icon and label (), indicating that the customer is currently enrolled in one or more loyalty programs. See Customer Loyalty List for more information.
• 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.
Tiles to the right of the customer information panel provide the following information:
• Purchases (Total Orders). This tile includes a link to the Lifetime to Date Totals Fields.
• Lifetime Value. The default Currency Code is indicated below this total.
• Return Rate (Item Return Rate)
Note: Unlike the purchase history information displayed below, the summary tiles display information only from Order Management System.
Note: The remaining information on this page is from Customer Engagement, and may include information on orders that do not exist in Order Management System, such as sales in Xstore. Also, totals may not be consistent with the totals from Order Management System.
Frequently Purchased Items Panel Fields
The Frequently Purchased Items Panel 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.
• 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.
If there is a single registry for the customer:
• Registry header information:
• Registry name: The Name defined for the registry in Customer Engagement.
• Customer name: The name of the customer, in Last name, First name order.
• Registry type: The type of registry defined in Customer Engagement. Possible types are Gift Registry and Wish List.
• Event type: The event type defined for a registry in Customer Engagement, such as Birthday Party or Wedding Shower. Not displayed for a Wish List.
• Venue: The name of the venue, if any, specified in Customer Engagement for the registry. Not displayed for a Wish List.
• Date: The Event Date defined in for the registry in Customer Engagement. Not displayed for a Wish List.
• Item information: Includes the item description for the item in Order Management System, followed by the item number or code and SKU, in parentheses.
The Item Image and Item Information Link are also available, if they have been defined and are enabled.
Store-only item: If there is no record of the item in Order Management System, the description is Store only item. You cannot add a store-only item to an order.
• Quantity desired: The requested quantity of the item defined for the registry in Customer Engagement.
• Quantity purchased: The quantity of the item that has already been purchased, either through Order Management System or another system integrating with Customer Engagement. The quantity displayed does not increase when you add the item to the current registry order; it increases after you submit the order. This quantity is not updated when the customer purchases the item on a non-registry order.
If there is more than one registry for the customer:
• Number of registries for the customer, such as 2 Registries Found..
• Registry information: The Name defined for the registry in Customer Engagement, and the venue for a gift registry.
• Date: The Event Date defined in for the registry in Customer Engagement. Not displayed for a Wish List.
• Registry type: Gift Registry or Wish List.
See the Review Registries or Create a Registry Order for more information on options.
Lifetime to Date Totals Fields
Currency code: From the Base System Currency defined in Customer Engagement. In parentheses next to the Lifetime to Date title.
The following totals are calculated in Customer Engagement based on the Transaction History records for the customer.
Sales:
• The total Extended Price of all items sold to the customer to date.
• Number of items: The total number of items sold to the customer to date.
Returns:
• The total Extended Price of all items returned by the customer to date.
• Number of items: The total number of items returned by the customer to date.
Net:
• The total Extended Price minus the total price of Returned Items to date.
• The total Number of Items minus the number of Returned items to date.
Currency code: From the Base System Currency defined in Customer Engagement. In parentheses next to the Lifetime to Date title.
The following totals are calculated in Customer Engagement based on the Transaction History records for the customer.
Sales:
• The total Extended Price of all items sold to the customer year to date.
• Number of items: The total number of units sold to the customer year to date.
Returns:
• The total Extended Price of all items returned by the customer year to date.
• Number of items: The total number of units returned by the customer year to date.
Net:
• The total Extended Price minus the total price of Returned Items year to date.
• The total Number of Items minus the number of Returned items year to date.
Purchase History Details Table Fields
The Purchase History Details table displays all items that the customer has purchased or returned. This information is from the Transaction History records in Customer Engagement. For each customer purchase history record, the system displays the following fields.
Note: The Items table does not include items on open or canceled order lines.
• Purchase Date: The date when the item was shipped or sold, or when it was returned.
• Item/SKU: The item/SKU code from Order Management System, if any; otherwise, the item/SKU code passed from Customer Engagement is displayed.
• Description: The item or SKU code from Order Management System, if any; otherwise, the description is Store Only Product (AB1234), where AB1234 is the item/SKU code passed from Customer Engagement.
• Quantity: The quantity of the item that was shipped or sold, or the quantity that was returned. The quantity is negative for a return.
• Extended Price: The quantity of the item that was shipped or sold, or the quantity that was returned, times the single-unit price, as passed from Customer Engagement. When the entry is for a return, the extended price is a negative number.
If the order uses a different currency, Customer Engagement passes the currency and the exchange rate used, so that the extended price displayed is converted into the default currency using the information passed by Customer Engagement; however, the foreign currency is not indicated next to the Extended Price.
• Channel: Possible channels are:
• Call Center: Indicates that the store ID passed from Customer Engagement matches the Default Location for ORCE Integration (K69) system control value and the response from Customer Engagement specifies a channel of CATALOG.
• Web: Indicates that the store ID passed from Customer Engagement matches the Default Location for ORCE Integration (K69) system control value and the response from Customer Engagement specifies a channel of ECOMM.
• Store: Indicates that the store ID does not match the criteria for displaying a channel of Call Center Web. Displayed as Store - A1234, where A1234 is the store code.
• Transaction ID: The number identifying the sale or return in Customer Engagement. When the order exists in Order Management System, this is the invoice number.
• Order: The Order Management System order number, if any. Note:
• The order number is blank if the order did not originate in Order Management System and was not fulfilled through Order Management System. For example, the order number is blank if the order originated in Xstore and was fulfilled through Order Broker, and not assigned to Order Management System for fulfilling.
• An order line might be listed twice for the same order if the order originated in Order Management System, was submitted to Order Broker for fulfilling location assignment, and then was assigned to Order Management System, creating a fulfilling order for the originating order.
• If the order number is indicated, it is a link to the Order Summary page.
• Transaction Type: Set to Sale if the item was shipped or sold; otherwise, set to Return.
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