) from the Customer Summary Fields. Displays information on the card programs that the customer is enrolled in:Purpose: The information is displayed in order entry:
• Find and Select a Customer Fields
• Enter or Verify Customer Information Fields
• Duplicate Customers Found Fields
• Add Items to Order Fields for a Registry Order
• Messages Window Fields (Order-Level or Item-Level)
• Select Shipping Option and Enter Other Details Fields
• Ship To Primary Address Fields
• Ship To Other Address Fields
• Customer Address Fields for Pickup Location Search
• Eligible Pickup Location Fields
• Additional Order Details Fields
• Verify Order Information Fields (Review Step)
• Additional Information Fields
• Payment Detail Fields (Payment Methods Currently on the Order)
• Payment Method Details Window Fields
For more information:
• Order Entry for an overview of the order entry process.
• Order Entry Options for step-by-step instructions on the actions you can perform in order entry.
Find and Select a Customer Fields
The fields displayed are based on the Search by Customer Information Fields selected in Work with Contact Center (WWCC).
You may need to click Additional Customer Search Fields to display them all if the Number of Customer Quick Search Fields specified in Work with Contact Center is lower than the number of Search by Customer Information Fields.
Email Address: Your entry must be a full, correctly formatted email address. The results display all customer records associated with the entered email address.
Phone Number: Your entry must be a complete area code, but formatting is optional. For example, any of the following entries will find customer records with a matching phone number:
• 5085550100
• 508 555 0100
• (508) 555-0100
First Name: Search results include customers whose first names start with your entry or match it exactly, and searching is not case-sensitive. For example. if you enter El, the search results might include customers whose first names are ELLEN or ELEANOR.
Last Name: Search results include customers whose last names start with your entry or match it exactly, and searching is not case-sensitive. For example. if you enter jo, the search results might include customers whose last names are JONES or JOHNSON.
Company Name: Search results include customers whose company names start with your entry or match it exactly, and searching is not case-sensitive. Not displayed if the ORCE Customer Integration (L37) is set to INTERACT.
Postal Code: Search results include customers whose postal or zip codes start with your entry or match it exactly.
Customer Number: Your entry needs to be an exact match to an existing customer. If the ORCE Customer Integration (L37) system control value is set to INTERACT and the Use Oracle Retail Customer Engagement Customer Number on Search flag in Work with Contact Center (WWCC) defines whether to find a match based on the Order Management System customer number or the Customer Engagement ID.
Match Code: Search results include customers whose match codes start with your entry or match it exactly. Not displayed if the ORCE Customer Integration (L37) system control value is set to INTERACT.
The following information is displayed for all customers matching your search criteria.
The fields displayed are based on the Search by Customer Information Fields selected in Work with Contact Center (WWCC).
If the ORCE Customer Integration (L37) system control value is set to INTERACT, the matching customers are returned from Customer Engagement, and the message Results from Oracle Retail Customer Engagement is displayed above the search results if the results are from Customer Engagement.
If the ORCE Customer Integration (L37) system control value is set to INTERACT but the results are not from Customer Engagement because no matches were found there, the message indicates Results from Oracle Retail Order Management System.
An error message indicates if the results could not be displayed because too many matching records were found in Customer Engagement.
Customer Name:
• Sold-To Customer: Displayed in LAST, FIRST (CUSTOMER NUMBER) format, for example, SMITH, JOHN (123) where 123 is the Customer Number. However, when the ORCE Customer Integration (L37) is set to INTERACT, the customer number is not displayed.
• Customer Address: Includes the company name, if any, plus the first street address, city, state/province, postal code, and country code.
Phone: The customer’s day-time Phone Number. Optionally, click the phone number to call the customer if the Phone flag in Work with Contact Center (WWCC) has Select to set as a hyperlink selected.
Email: The customer’s Email Address. All email addresses for the customer are displayed. Optionally, click an email address to generate an email to the customer if the Email flag in Work with Contact Center (WWCC) has Select to set as a hyperlink selected.
Enter or Verify Customer Information Fields
The following fields identify the sold-to customer for the order.
The fields displayed are based on the Search by Customer Information Fields selected in Work with Contact Center (WWCC).
Current information defaults for an existing customer. When you advance to this step after selecting an existing customer from your search results, the customer’s information defaults here, but you can update it.
Search criteria default to this step: When advance to this step after selecting the Create New Customer option after searching for a customer, the search criteria you entered at the previous step default to the fields here. For example, if you entered a last name of Jackson when searching for a customer, Jackson defaults to the Last Name field.
Customer Number: If the ORCE Customer Integration (L37) system control value is set to INTERACT and the Use Oracle Retail Customer Engagement Customer Number on Search flag in Work with Contact Center (WWCC) is selected, this is the Customer Engagement ID. Otherwise, it is the Order Management System customer number.
Prefix. Optional.
First Name: Optional.
Middle Initial: Optional.
Last Name: Required if a company name is not specified.
Suffix. Optional.
Company Name: Required if a last name is not specified.
Street Address 1: Required.
Street Address 2-4: Optional.
Apartment/Suite: Optional.
Country Code: Required. Defaults from the Default Country for Customer Address (B17) system control value.
Postal Code: A valid postal code is required to complete the order if the Require postal code flag is selected for the country in Work with Countries (WCTY); otherwise, optional. If the postal code is required for the country, the SCF for the postal code will be validated.
Note: If the Use Zip/City/State Defaulting? (B13) system control value is selected, you can enter just the postal code to have the system default the associated city and state if these fields are blank.
City: Required.
State/Province Code: Required to complete entry of the order if the selected country requires a state or province.
Note: When you enter a partial state or province, matching results are displayed in alphabetical order based on the full state or province name that contains your entry, rather than those that start with your entry. For example, if you enter MA for Massachusetts, Alabama is displayed first because it contains your entry.
Email Address: Optional. For an existing customer, defaults from the customer’s primary email address. If you enter a new email address for an existing customer, it is added as the customer’s new primary email address.
Email Opt-In: Required. For a new customer, defaults from the Default Opt-In/Opt-Out Flag for Customer (G97) system control value.
Phone Number: Required if the Require Phone Number in OE/OM (H01) system control value is selected. The customer’s daytime phone number.
Customer Class: Displayed in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option, or:
• Regardless of whether it is selected for display in Work with Contact Center (WWCC), the customer class is required entry if:
• You have Maintenance of Customer Class Field authority, and
• The Require Customer Class in OE, WCAT, and WCST (H85) system control value is selected, and
• The Default Customer Class in Order Entry (D63) system control value is blank.
• Regardless of whether it is selected for display in Work with Contact Center (WWCC), the customer class is displayed but not enterable if:
• You do not have Maintenance of Customer Class Field authority, and
• The Require Customer Class in OE, WCAT, and WCST (H85) system control value is selected, and
• The customer class defaults from the Default Customer Class in Order Entry (D63) system control value for a new customer, or the class is already populated for an existing customer.
However, you cannot advance to order entry if:
• You do not have Maintenance of Customer Class Field authority, and
• The Require Customer Class in OE, WCAT, and WCST (H85) system control value is selected, and
• The Default Customer Class in Order Entry (D63) system control value is blank.
Source code: Defaults from the Default Source Code in Contact Center Order Entry (M55) system control value. This system control value must specify a valid source code.
An error message indicates if you enter a different source code that is flagged as Restricted. If this occurs, enter a valid source code and click elsewhere on the page to re-enable the Next button so you can continue entering the order.
Your entry in this field is case-insensitive; an entry of source matches a source code defined is converted to SOURCE.
The offer associated with this source code ultimately controls the pricing for the items on the order. You cannot change the source code if there are any items added to the order. However, the prices associated with this offer are not displayed until you advance to the Review Order and Verify Order Information step; until that time, the prices displayed are from the default Current Offer (A33).
Not displayed if the Source field is not selected for display in Work with Contact Center (WWCC).
Duplicate Customers Found Fields
New Customer Record: Indicates the new customer information, including:
• Last name, First name
• Company name
• Phone number and email address
• First address line
• City, state, postal code, country code
Existing Customer Record: For each existing customer with the same Match Code, indicates the same information as the New Customer Record.
This window opens automatically at the Items step if the customer is enrolled in more than one loyalty card program. You can also open it on demand after you initially select a card program by selecting the edit icon () from the Customer Summary Fields. Displays information on the card programs that the customer is enrolled in:
• Card Program Name: The description of the card from Customer Engagement. From the Description passed in the retrieveCustomer response message.
• Card Number: The card number assigned to the customer in Customer Engagement. From cardNumber in the retrieveCustomer response message.
• Award balance: The total amount of awards eligible for use, from the getCardInquiryData response message. This is a monetary value, including a two-position decimal. The currency code is indicated.
For more information: See Add Items to Order Fields for a Registry Order for additional fields displayed related to registries for a customer.
Item search field: Use a single field entry to search for items based on the following information:
• Item ID
• Item Keywords
Items whose item IDs, descriptions, or keywords match your entries are displayed. See Searching for an Item for more information.
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.
Item Information Link: Displayed if the Use External Item Image (L55) system control value is selected and an item information link has been defined. Indicated by an exclamation point in the item image or placeholder image.
Item Description, followed by the Item ID in parentheses, for example, NUMBER 2 PENCIL (PEN1234).
Quantity (Order Line Quantity Ordered): Defaults from the Default Order Quantity (B30) system control value. You can enter an override quantity.
No quantity is displayed or enterable for a SKU’d item; see below for the fields displayed for SKU’s.
Default Price: From the Current Offer (A33) system control value. Blank if no price is defined for the item in the that offer. Set to 0.00 for a warranty item.
Note: The price changes at the Review Order and Verify Order Information step if the price specified for the offer associated with the source code from the Enter or Verify Customer Information step is different from the price defined for the default Current Offer (A33) system control value.
The total number of SKU variations is indicated before the SKU search results.
SKU image (see 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 SKU image has been defined.
SKU information link (see Item Information Link). Displayed if Use External Item Image (L55) is selected and an external SKU information link is defined. Indicated by an exclamation point in the SKU image or image placeholder.
Variations (SKU)
See the discussion of the Split SKU Values (B32) system control values in the Classic View online help for a discussion on how SKU elements are displayed.
Quantity (Order Line Quantity Ordered): Defaults from the Default Order Quantity (B30) system control value.
Default Price: Maybe be different for the default price for the base item or for other SKU’s. From the Current Offer (A33) system control value. Blank if no price is defined for the item in the that offer. Set to 0.00 for a warranty item.
Note: The price changes at the Review Order and Verify Order Information step if the price specified for the offer associated with the source code entered at the Enter or Verify Customer Information step is different from the price from the default Current Offer (A33) system control value.
Add Items to Order Fields for a Registry Order
Registry header information: The following information about the selected registry is displayed below the Add items to order title for a registry order:
• Registry name: The Name defined for the registry in Customer Engagement.
• Customer name: The name of the primary registry owner defined in Customer Engagement, 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.
Registry items:
• Number of items found: Indicates the number of items included in the registry. This total may include store-only items, which are not available to add to an order in Order Management System.
• Item information: Includes the item description for the item in Order Management System, followed by the item number or code, in parentheses. The MICROS Integration ID (L38) system control value defines how to map the item or SKU from Customer Engagement to Order Management System.
The Item Image and Item Information Link are also displayed, if they have been defined for the item.
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.
SKU’d item? Note that each SKU of an item in the registry is listed separately, unlike the display of SKU’d items in the regular Item Search Results Fields.
If an item on the registry is assigned the status defined in the Item Status for Suppressing Item During Item Selection (L21) system control value, the item is not displayed in Contact Center Order Entry during registry order creation.
• 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 order; it increases after you submit the order.
• Quantity to order: Optionally, enter the quantity of the item to add to the order. Defaults from the Default Order Quantity (B30) system control value. You can enter an override quantity. Your entry can exceed the Quantity desired, regardless of the current Quantity purchased.
• Default price: The price as defined in Order Management System.
Custom Personalization Fields
The following fields display based on the personalization selected in the Personalization field. A custom label displays for each option that can be performed on the item, and optionally, the associated charge to apply the option to the item.
• Label Personalization (Special Handling) Custom Label: the name of the label is defined in the Special Handling Format table; you can create and work with custom special handling formats using the Work with Special Handling Formats (WSHF) menu option. An asterisk (*) displays to the left of the label if a response is required.
• Input Personalization (Special Handling) Custom Response. If the Display Special Format Response Descriptions (E90) system control value is selected, the response description displays rather than the response itself.
• Charge Personalization (Special Handling) Custom Charge: This field displays only if a Default Price or Default Price % is defined for the special format detail, the Feature/option field for the special format detail is selected, and a Special Handling Price is not defined for the item offer or SKU offer. Display-only.
For more information: See Personalize for an overview of this window in Contact Center order entry.
Standard Personalization Fields
The following fields display when standard personalization has been defined for an item, supporting the entry of free-form text.
• Personalization Charge Personalization (Special Handling) Charge. Display-only.
• Instructions Personalization (Special Handling) Instructions. Optional entry.
For more information: See Personalize for an overview of the Add Personalization window in Contact Center order entry.
Coordinate items? See Fields on Select Coordinate Items for a description of the fields on the Select Coordinate Items window.
Messages Window Fields (Order-Level or Item-Level)
Displayed in Order-Level Messages Window
Message Type: Possible types:
• Order Note in the Order Notes section.
• Gift or Pick Slip in the Messages section.
Message: The contents of the order note, gift message, or pick slip message.
User Hold Reason. See Order Holds for more information.
Order-Level Message Entry Fields
You can use the following fields to enter an order note or message.
Order Notes:
• Message Template (Order Message Template). Available only if one or more templates are defined in Work with Default Messages (WMSG) in Classic View with a Message Type of Order Message and a Print Code of Nowhere.
• New Message (Order Message). Defaults to the same text as the Message Template, if selected, but you can override it.
Place order on hold: User Hold Reason
Messages:
• Message Type: Either Gift or Pick Slip.
• Message Template (Order Message Template). Available only if one or more templates are defined in Work with Default Messages (WMSG) in Classic View whose type matches the selected Message Type of Gift or Pick Slip.
• New Message (Order Message). Defaults to the same text as the Message Template, if selected, but you can override it.
Order-Level Message Display Fields
The following fields are displayed for existing order notes or messages.
• Message Type: Set to Order Note for an order note; set to Gift or Pick Slip for an order message.
• Message (Order Message). The entered order message.
Item-Level Message Entry Fields
Status Messages (Item/SKU Status Message): If there are both item-level and SKU-level status messages, the SKU-level messages are displayed.
Comments (Item/SKU Comment)
Order Line Messages:
• Message Template (Order Line Message Template). Available only if one or more order line message templates have been defined in Classic View (WMSG).
• Message (Order Line Message)
• Print (Order Line Message Print Location)
• Actions: Select X to delete.
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. Display-only.
Item Information Link: Displayed if an item information link has been defined and the Use External Item Image (L55) system control value is selected.
Item Description. The description of the item. The Item ID follows in parentheses.
Quantity (Order Line Quantity Ordered). Required. Cannot be zero or negative. See the discussion under Add Items to the Order for limits on the order line quantity and order line value.
Price (Order Line Price). Required unless the item is No Charge. Display-only if you do not have authority under the Price Overrides secured feature, or if this is a warranty item.
Note: The price is initially from the default Current Offer (A33), and changes at the Review Order and Verify Order Information step if the price specified for the offer associated with the source code entered at the Enter or Verify Customer Information step is different from the price from the default Current Offer (A33).
No Charge. Display-only for a warranty item.
Override Reason (Price Override Reason). Required when changing the price or setting the item to No Charge. Display-only for a warranty item.
Ship Via: Blank if the ship via on the order header applies. If you override the ship via, your selection must be a valid ship via for the item.
Gift Wrap. Available only if gift wrap is enabled for the item offer associated with the source code on the order header, or for the SKU offer if the item has SKU’s. Also, displayed in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Gift Wrap Charge: Displayed only if the Gift Wrap option is displayed.
Displayed when? Customer information is displayed after you select or create a customer for the order.
Customer Name: The customer’s first and last name.
Customer Number: Displayed only for an existing customer. Not displayed for a new customer creating for this order. In parentheses to the right of the customer name.
Company Name: Displayed in addition to the Customer Name, if both are specified.
Optionally, click the customer summary fields to open the Customer Order List in a new tab, or to move to that tab if it is already open.
Loyalty fields: Displayed only if the customer is enrolled in one or more loyalty programs.
• Loyalty Member: The Loyalty Member icon and label (
), indicating that the customer is currently enrolled in one or more loyalty programs. An edit icon (
) is displayed if the customer belongs to more than one loyalty program. Optionally, you can click the edit icon to reopen the Select Card window and select a card to use for applying an award amount to the order, or to change the selected card.
• Award Balance: The total value of awards that are available to apply to the order through all awards programs for the customer’s loyalty card, or for the card selected at the Select Card Window if the customer has more than one loyalty card. This total includes the award amount, if any, that you have already selected to apply to the current order. The currency on the order is indicated.
Displayed when? Includes only the current Merchandise total after you select or create a customer and until you advance to the Review Order and Verify Order Information. This amount is 0.0 until you add at least one item to the order. This total is based on the items and quantities added to the order so far, and item prices are initially based on the default Current Offer (A33). The merchandise total is updated when you advance to the Review Order and Verify Order Information step, including using the prices from the source code specified at the removing the extended price of any soldout items and applying any discounts.
The following additional Order Total fields are displayed at the Review Order and Verify Order Information step:
Shipping: An information icon (
) indicates that there has been a discount to the shipping charges, including:
• The shipping charges have been discounted, possibly through:
• A freight promotion applied to the order automatically, or entered in the Promotion Code field at the Select Shipping Option and Enter Other Order Information step, or
• Entry of a Shipping Override at the Select Shipping Option and Enter Other Order Information step.
The message indicates Shipping override applied, or Shipping discount applied if the discount was applied through a freight discount promotion. If the promotion applied free freight, the message is Free shipping applied. Note: Depending on your screen resolution, the information may appear next to the Additional Shipping total.
Additional Charges: An information icon (
) indicates that there has been a discount applied to the order using an additional charge code, such as a promotion applied automatically or entered in the Promotion Code field at the Select Shipping Option and Enter Other Order Information step. In this case, the message indicates Discount applied. In this case, the additional charges total is a negative number, unless greater positive additional charges have been added.
Personalization (Personalization (Special Handling) Custom Charge). Any personalization charges on the order.
Order Discount: Displayed at the Review Order and Verify Order Information step, as illustrated below, if the Display Discount on Order Recap Screen (D38) system control value is selected. For example, the merchandise total can be discounted through a promotion, or through entry of a Discount Percent at the Select Shipping Option and Enter Other Order Information step.
The following shipping fields are displayed once you advance to the Add Payment step:
Shipping name and address: See Ship To Fields
Ship Via code and description
Displayed only for a pickup or ship-for-pickup order, and only at the Add Payment Fields step.
Indication if the order is Shipping to Store or available for Store Pickup.
Displayed when? After you start adding items at the Add Items to the Order step, displays each item on the order in reverse chronological order (newest to oldest). Does not include any set components or free gifts until they are displayed at the Review Order and Verify Order Information step.
Registry name: Displayed if the item was added as part of a registry order. Optionally, at the Add items to order step, you can click the registry name to display the list of items in the registry, as described under Selecting Items and Adding them to a Registry Order and Add Items to Order Fields for a Registry Order. At other steps in order entry, the registry name is display-only.
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.
Item Information Link: Displayed if the Use External Item Image (L55) system control value is selected and an item information link has been defined. Indicated by an exclamation point in the item image.
Item Description and Item ID. These provide a link to item information, if defined; otherwise, display-only.
The messages icon (
) to the right of an item enables you to enter or work with order line messages. See the Messages Window (Items) for more information.
Unit Price (Order Line Price): Each item added to the order is displayed initially with the regular offer price based on the Current Offer (A33) system control value before applying an discounts, including quantity break prices, with repricing applied at the Review Order and Verify Order Information step to use the pricing from the offer specified at the Enter or Verify Customer Information step. Also, soldout items are displayed initially with their regular offer prices until you submit the order.
Quantity (Order Line Quantity Ordered)
The Delete and Edit options are displayed beneath each item. Also, the Personalize option is displayed until you get to the Review Order and Verify Order Information step if the item is eligible for personalization.
Select Shipping Option and Enter Other Details Fields
Ship To Primary Address Fields
See Customer Results Fields, The customer’s Prefix and Suffix are also displayed, if specified.
Prefix. Optional.
First Name: Optional.
Middle Initial: Optional.
Last Name: Required if a company name is not specified.
Suffix. Optional.
Company Name: Required if a last name is not specified.
Street Address 1: Required.
Street Address 2-4: Optional.
Apartment/Suite: Optional.
Country Code: Required. Defaults from the Default Country for Customer Address (B17) system control value. Position to the correct country by typing the country name rather than the code.
Postal Code: A valid postal code is required to complete the order if the Require postal code flag is selected for the country in Work with Countries (WCTY); otherwise, optional. If the postal code is required for the country, the SCF for the postal code will be validated.
City: Required. No default.
State/Province Code: Required to complete entry of the order if the selected country requires a state or province. No default.
Email Address: Optional.
Phone Number: Optional.
Customer Address Fields for Pickup Location Search
Use the following fields to search for pickup locations within a specified distance.
The postal code, street address, city, country, and state/province all default from the customer’s address.
Postal Code: Required if street, city, and state are not specified.
Street Address: Required if no postal code is specified.
City: Required if no postal code is specified.
Country Code: Required.
State/Province Code: Required if no postal code is specified.
Search Within (Search Radius): Defaults from the Default Search Within Radius (I40) system control value, while the setting of the Merchandise Locator Distance Measurement (I39) system control value defines the displayed unit of measure: miles or kilometers. Required.
Eligible Pickup Location Fields
The following information is displayed for each location where the order can be picked up.
Distance from the customer’s address.
A message indicating either:
• All items available to be shipped to store for pickup, or
• All items available in store for pickup
See Broker Delivery Type for a discussion of the different delivery types.
Gift Order: When you select this flag, the Messages Window opens so that you can enter a gift message.
If you specify an express-bill Ship Via for the order, authorization for a credit or debit card is required before you can accept the order. If on-line authorization is not enabled, you need to authorize the card manually.
Delayed Arrival: Optional. If entered, must be a future date.
Shipping Override Amount
Calculate Shipping (Calculate Shipping (Freight))
Additional Order Details Fields
Optionally, enter any of the following fields.
Tax Code: Required if a Tax Identification number is entered or defaults.
Tax Identification: Required if the Tax Code is set to Resale or Exempt.
Note:
• If the customer’s tax code and tax ID have defaulted and you clear them both in order entry, the order is created as taxable; however, this does not clear the tax code and tax ID for the customer.
• If the tax code is set to Exempt or Resale and the tax identification number has expired, you will not be able to accept the order unless you either clear the Tax Code or enter a new Tax Identification number.
Promotion Code: Available only if the Allow Manual Entry of Promotion (I63) system control value is selected.
To add promotions to the order, type the promotion code to apply and press Enter. Repeat for each promotion to add to the order. You cannot prompt on this field.
Promotions are validated at the Review Order and Verify Order Information step. If:
• A promotion code is valid and the order qualifies for the promotion, the promotion discount or benefit is applied to the order. In the case of automatically adding a free item for a BOGO promotion, the item is added at the Review Order and Verify Order Information step.
• A promotion code is valid but the order does not qualify for the promotion, the promotion is not applied.
• A promotion is not currently active, no error is displayed. The promotion is not applied to the order, and an order transaction history message indicates that the promotion was not applied.
• A promotion code is invalid, you need to correct or remove the promotion at the Review Order and Verify Order Information step.
For more information: See Working with Promotions (WPRO) in the Classic View online help.
Discount Percent: Optionally, enter a discount percentage to apply to the order. Available only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Verify Order Information Fields (Review Step)
Awards: If the customer is currently a member in a loyalty program and there is an awards balance that could be applied against the order, the Awards button is displayed, with a message such as Customer has loyalty member balance of 5.00 USD, where 5.00 is the current eligible loyalty awards balance and USD is the Currency Code.
The Awards button is not displayed if the customer is currently a member of more than one loyalty program but you did not use the Select Card Window to select a card to apply awards to the order.
Note: The loyalty prompts may also be displayed here if the customer is not enrolled in any loyalty programs. See Use the Prompt to Join Loyalty for more information.
The fields at the Apply Awards window are:
Loyalty Program Name: The description of the customer’s loyalty card in Customer Engagement. From the retrieveCustomer response message.
• Award Program Name and Code: The award program name and the numeric ID of the award program in Customer Engagement. From the getCardInquiryData response message.
• Award Balance: The award balance that is eligible to apply to the current order. From the getCardInquiryData response message.
• Amount to Apply: Optionally, enter the amount to the apply to the current order.
See Ship To Primary Address Fields.
If using QAS: If you are using QAS and QAS updated the address, the updated address is displayed. See the Use QAS Address Interface (I67) system control value in the Classic View online help for more information.
Display-only. Select Edit to update the customer; see Edit Customer Information for more information.
See Ship To Other Address Fields. The Attention field, as well as the customer’s Prefix and Suffix, are also displayed, if specified.
If using QAS: If you are using QAS and you entered an alternate shipping address, the updated shipping address is displayed. See the Use QAS Address Interface (I67) system control value in the Classic View online help for more information.
Display-only. Select Edit to update the ship-to information; see Edit Ship To Information for more information.
The following information is displayed for the selected pickup location:
Store Phone Number: Optionally, click the phone number to call the store location if the Phone flag in Work with Contact Center (WWCC) has Select to set as a hyperlink selected.
Store Email Address: Optionally, click the email address to generate an email to the store location if the Email flag in Work with Contact Center (WWCC) has Select to set as a hyperlink selected.
Indication if the order is Shipping to Store or available for Store Pickup.
The remaining fields are display-only. Select Edit to update the pickup location; see Edit Pickup Information for more information.
Items are listed in reverse chronological order (newest first) based on when they were added to the order. Set components are listed after the main set 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.
Item Information Link: Displayed if the Use External Item Image (L55) system control value is selected and an item information link has been defined. Indicated by an exclamation point in the item image.
Item Description and Item ID. These provide a link to item information, if defined; otherwise, display-only.
SKU. Display-only.
The messages icon (
) to the right of an item enables you to enter or work with order line messages. See the Messages Window (Items) for more information.
Ordered (Ordered Quantity). Display-only.
Price (Order Line Price) after applying any discounts or price breaks. Display-only.
Note: The price at this step is updated if the price specified for the offer associated with the source code entered at the Enter or Verify Customer Information Fields is different from the price from the default Current Offer (A33) system control value.
Note: The price might be set to 0.00 at this step if the offer has expired.
Extended Price. Display-only.
Gift Wrap. Displayed as Yes only if the item has gift wrap. Display-only.
Reserved (Reserved Quantity): Displayed only if a quantity is reserved. Not displayed for a pickup order.
Personalization:
• If personalization has already been defined: The additional charge code and description (for example, M - MONOGRAMMING) is displayed as a link. You can click the link to open the Personalization Information window.
• If personalization has not already been defined: If the item is eligible for personalization, based on the Special Handling setting for the Item Offer or SKU Offer, you can click the Personalization link to open the Add Personalization window. See that window for more information on fields, options, and conditions on when this window opens.
Ship Via description and code. Displayed if the item has a ship via override.
Messages about items: The following status messages are displayed for each order line if item is:
• Sold out, indicating the number of units sold out.
• On backorder, indicating the number of units on backorder. This message is not displayed if the item is flagged as OROB Eligible, or if this is a store pickup or ship-for-pickup order.
• A Drop Ship item, and the Expected Ship Date. If this is not a drop ship item, the Expected Ship Date is shown only if there is a PO Layering record. If you use warehouse lists, the Expected Ship Date might not be displayed even if there is a PO Layering record if the item would not be fulfilled from the warehouse for the PO Layering record.
• Added to the order as a free gift, including:
• Message indicates Free gift added to the order:
• A free gift added through a promotion (WPRO).
• A free gift defined for an offer or source code.
• A premium item added through a price table promotion (WPTB).
• Message indicates Package insert added to the order: A package insert (WPIP).
The Edit and Delete options are also available for each item. See Edit and Delete for more information.
The following fields are display-only.
Source Code
Gift Order
Ship Via code and description
Payment Balance: Indicates the payment amount currently required for the order. This amount decreases as you add partial payment methods.
The fields available when you add a payment method through the Add Payment window are listed below.
Edit Payment Method Fields: The fields available at the Edit Payment window are the same as those listed below, except that only the last 4 positions of the Card Number are displayed for a credit card, debit card, or gift card payment method.
Express bill ship via? If you specified an express-bill Ship Via for the order, authorization for a credit or debit card is required before you can accept the order. If on-line authorization is not enabled, you need to authorize the card manually.
The following fields are available after you select a cash/check payment from the Payment Method drop down field and select OK.
Amount to Charge: This amount does not need to be equal to the order total.
The following fields are available after you select a credit card payment from the Payment Method drop down field and select OK.
Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option.
Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
CVV/CID Note: The system removes the card security value from an order when the order is accepted, even if an approved online authorization has not been received on the order; no message is written to Order History. Card security processing is not available during batch authorization or deposit processing.
Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:
Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature.
Note: If you leave the Manual Authorization option unselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.
The following fields are available after you select a debit card payment from the Payment Method drop down field and select OK.
Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option.
Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:
Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature.
Note: If you leave the Manual Authorization option deselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.
The following fields are available after you select a gift card (stored value card) payment from the Payment Method drop down field and select OK.
Start Date: The Start Date field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
Expiration Date: The Expiration Date field is required only if the Require Expiration Date field is selected for the payment method in the Work with Pay Types (WPAY) menu option.
Issue Number: The Issue Number field displays only if the Require Start Date field is selected for the pay type in the Work with Pay Types (WPAY) menu option.
Manual Authorization: Select this option to apply a manual authorization to the credit card payment. If you select this option, you must complete the following fields:
Note: The Manual Authorization field displays only if you have authority to the C/C Authorization Field Access (A25) secured feature. Also, if you leave the Manual Authorization option unselected and the payment still requires authorization at pick slip generation time, the system will perform batch credit card authorization for the credit card payment during pick slip generation.
Payment Detail Fields (Payment Methods Currently on the Order)
The following information is displayed for each payment method that you have added to the order.
• Payment Method Description and information on the payment method, including Check Number, last four positions of the Card Number for a credit card or stored value card.
• Amount to Charge: Set to Balance for the catch-all payment method.
Payment Method Details Window Fields
The following information is displayed in the Payment Method Details window when you select View Details for a payment method on the order at the Add Payment step.
Cash/Checks:
Payment Method Description
Check Number (in parentheses after payment method description)
Credit Card:
Payment Method Description
Last 4 digits of Card Number (in parentheses after payment method description)
Debit Card:
Payment Method Description
Last 4 digits of debit Card Number (in parentheses after payment method description)
Gift Card:
Payment Method Description
Last 4 digits of gift Card Number (in parentheses after payment method description)
Transactions:
The following fields are blank if there has not been an authorization request.
• Type (Payment Transaction Type)
• Status (Payment Transaction Status)
• Amount (Payment Transaction Amount)
• Create Date (Payment Transaction Create Date)
• Send Date (Payment Transaction Send Date)
• Approval Date (Payment Transaction Approval Date)
• Address Verification Response
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