Purpose: Use the Edit Organization screen to update an existing organization, including:
• changing the organization name
• enabling support for ship-for-pickup orders
• setting language, date, time, and numeric formats for system-generated emails
See the field descriptions below for more information.
How to display this window: Click the edit icon () next to an organization at the Organizations and Preferences screen.
Other changes:
• Click the Order Broker Preferences icon () for an organization at the Organizations and Preferences screen to advance to the Preferences screen, where you can work with Order Broker settings and other controls available at the organization, location type, or location level.
• Click the Drop Ship Preferences icon () for an organization at the Organizations and Preferences screen to advance to the Drop Ship Preferences screen, where you can work with Supplier Direct Fulfillment preferences related to the Vendor Portal and related emails.
• Click the Store Connect Preferences icon () for an organization at the Organizations and Preferences screen to advance to the Store Connect Preferences screen, where you can work with preferences related to the processing orders through Store Connect.
Field |
Description |
---|---|
Organization |
The organization you selected at the Organizations and Preferences screen. Display-only. |
Name |
The name can be from 1 to 35 positions long, and can include spaces and special characters. Required. |
(displayed only if ship-for-pickup orders have not been enabled) |
If ship-for-pickup is not already enabled for the organization, you can select Yes in order to enable it. About ship-for-pickup orders: A ship-for-pickup order is an order that the customer picks up in a selected location, and can include up to three locations for processing: • an originating (placed) location that creates the order • a sourced location that provides the inventory • the pickup location Any two of these locations can be the same. For example: • the customer places the order in location A, location B transfers the inventory to location A, and the customer picks the order up in location A (similar to a retail pickup order). • the customer places the order in location A, location A transfers the inventory to location B, and the customer picks the order up in location B (similar to a ship-to-store order). Considerations for enabling ship-for-pickup orders: • Integrating systems must support ship-for-pickup: Do not enable ship-for-pickup orders if any integrating systems do not support must support a third location besides the originating (placed) location and the pickup location. Note: Order Management System 16.0 or higher supports ship-for-pickup orders as well as retail pickup or ship-to-store orders. Earlier releases support retail pickup and ship-to-store orders, but do not support ship-for-pickup orders. • Existing orders permanently converted: When you enable ship-for-pickup orders for an organization, all retail pickup and ship-to-store orders are converted to ship-for-pickup orders, and cannot be changed back. • If you use Store Connect: Store Connect does not currently support processing ship-for-pickup orders. If ship-for-pickup orders are enabled, Store Connect can process only delivery and pickup orders. • Setting cannot be changed: Once ship-for-pickup is enabled, the setting cannot be changed. • Reset fulfillment options: After converting an existing organization to support ship-for-pickup orders, you need to use the Preferences screen to set the options at the Fulfillment tab, including the Sourcing Distance. You can also use the Order Broker Preference Overrides screens to set up overrides. • Reschedule reports: After converting an existing organization to support ship-for-pickup orders, you should recreate any currently scheduled Order Status or Unfulfillable reports. For more information: See Ship For Pickup Order for background. |
Ship For Pickup Enabled Date (displayed only if ship-for-pickup orders have been enabled) |
The date and time when ship-for-pickup orders were enabled for the organization. See Enable Ship For Pickup for a discussion. |
Data Formats The following fields control the format of information in the following system-generated emails: |
|
Language |
The language to use for the system-generated emails listed above. Available languages are: • Brazil-Portuguese • China-Chinese (simplified) • France-French • Germany-German • Italy-Italian • Japan-Japanese (Gregorian calendar) • Netherlands-Dutch • Russia-Russian • Spain-Spanish • Sweden-Swedish • United States-English (default) Required. |
Date Format |
The format to use for the format of dates in the system-generated emails listed above: • MM/DD/YYYY (default): Month/day/year, for example: 12/31/2016 • DD.MM.YYYY: Day.month.year, for example: 31.12.2016 • DD/MM/YYYY: Day/month/year, for example: 31/12/2016 • YYYY/MM/DD: Year/month/day, for example: 2016/12/31 • DD-MM-YYYY: Day-month-year, for example: 31-12-2016 Required. |
Time Format |
The format to use for the format of times in the system-generated emails listed above: • AM/PM (default): For example: 11:40 AM • 24 Hour: For example: 13:01 Required. |
Decimal Separator |
The character to use as a decimal separator in the system-generated emails listed above: • Period (default): For example, 12.34 • Comma: For example, 12,34 Required. |
Thousands Separator |
The character to use as a separator in the system-generated emails listed above for numbers over 3 positions: • Comma (default) For example, 1,234 • Period: For example, 1.234 • Space: For example, 1 234 Required. |
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