New Organization

Purpose: Use the New Organization window to complete creation of a new organization.

How to display this window: Enter an Organization code and Name at the Organizations and Preferences screen and click New.

Completing creation of a new organization: Complete each field on this window and click Save. See below for details.

Other changes: 

         Click the Order Broker Preferences icon (preferences_icon.png) 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 (preferences_icon.png) 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 (preferences_icon.png) 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 entered at the Organizations and Preferences screen. Display-only.

You cannot change the Organization code at this window; to change the code, click Cancel and enter a different Organization code at the Organizations and Preferences screen.

Name

Optionally, enter a new name for the organization and click Save. The name can be from 1 to 35 positions long, and can include spaces and special characters.

Enable Ship For Pickup

Leave Yes selected if the new organization should support ship-for-pickup orders rather than retail pickup or ship-to-store orders; otherwise, change this setting to No.

Difference between ship-for-pickup orders and retail pickup or ship-to-store 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.

         If you use Store Connect: Store Connect does not currently support processing ship-for-pickup orders. If ship-for-pickup is 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.

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.

For more information: See Ship For Pickup Order for background.

Data Formats

Order Broker emails: The following fields control the format of information in the following system-generated emails:

         Incremental Inventory Import Status Email

         Order Broker Polling Status Email

         Close Notification to Retailer (Ship-to-Store Order)

Supplier Direct Fulfillment emails: These formats are used on the following emails generated through the Supplier Direct Fulfillment module:

         Change notification emails to retailer

         Shipment or invoice upload error notification email to retailer

         Out-of-balance invoice notification email to retailer

Emails to the vendor use the vendor’s language and data formats.

Store Connect Emails: These formats are used on all emails generated through Store Connect.

Forms: These formats are used on forms generated by the vendor in Supplier Direct Fulfillment, or by the associate through Store Connect.

Reports: These formats are used on generated reports.

Settings that are not defined at the organization level: These settings do not control the language displayed on screens, which is defined by the locale appended to the URL (for example, ?locale=fr). Also, these settings do not control the date, time, or number formats displayed on screens, which are controlled by the Data Formats defined for the user profile, store associate user profile, or vendor. See the User Profile Configuration, New Store Associate User Profile, or New Vendor screens for more information.

Language

The language to use for the system-generated emails, reports, and forms 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 dates in the system-generated emails, reports, and forms 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 times in the system-generated emails, reports, and forms 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, reports, and the forms listed above:

         Period (default): For example, 12.34

         Comma: For example, 12,34

Required.

Note:  The decimal separator and the thousands separator cannot be the same.

Thousands Separator

The character to use as a thousands separator, in the system-generated emails, reports, and forms listed above, for numbers over 3 positions:

         Comma (default) For example, 1,234

         Period: For example, 1.234

         Space: For example, 1 234

Required.

Note:  The decimal separator and the thousands separator cannot be the same.

 

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