Glossary

Field

Description

Address

The customer’s address, which includes:

         Address lines 1 through 4

         City, state, postal code (ZIP), and country code

A shipping address, which might be different from the customer’s address, is included for a delivery order.

Age

The total amount of time, in hours and minutes, since open order was created.

Note:  

         This amount of time might be longer than the amount of time that the order has been available for you to work with. For example:

         If the order was created overnight, but orders aren’t available to you until the following morning, the age indicates the amount of time since the order was created the previous night.

         If the order was initially assigned to another store location, but that location couldn’t fulfill the order, the age indicates the amount of time since the order was initially created and assigned to the first location.

         The Age is based on the oldest open line on the order. For example:

         An order includes a line that is 2 hours old and a line that is 3 hours old. The Age displayed is 3 hours.

         If you ship the line that is 3 hours old, the Age displayed is now 2 hours, based on the remaining open line.

When is the Age bold and in red? Indicates:

         a delivery order that hasn’t been shipped within the number of hours specified as your service level

         a pickup order that hasn’t been picked (and the customer automatically notified) within the number of hours specified as your service level

OrderAge1hour.png

 

Minutes included? 

         Hours only: Screens where you search for orders or work with multiple orders, such as the View New Orders Screen, display the age as a whole number of hours. The age is truncated; for example, an age of 2 hour and 45 minutes is displayed as 2 hours. If the age is less than an hour, it is displayed as <1 hours.

         Hours plus minutes: Screens where you review or work with the details of a particular order, such as the View Order Detail Screen, display the age as a whole number of hours and minutes: for example, if the order is 2 hours and 15 minutes old, this is how the age is displayed.

Note:  The date displayed for an order might differ from your local time if Locate Store Connect runs on a server in a different time zone. For example, if your store location is on Eastern Standard time, and Locate Store Connect runs on a server that is on Pacific time, the date and time displayed might be earlier than the current time in your location.

Available Qty

The quantity of the item that is available, including the displayed line, and isn’t reserved for other open orders. For example, you have 13 units an item, including the 2 units that are already picked for the current order and 3 units reserved for a different order. The Available Qty displayed is 10 units.

Note:  It is possible for the Available Qty displayed to be inaccurate if you have sold any units of the item since the last time the inventory information in Locate Store Connect was updated.

Carrier

The description of the specific carrier, such as UPS Ground or Federal Express Overnight, shipping a delivery order. The carrier description prints on the Packing Slip, and the code and description print on the Pick List Pull Sheet.

Express shipper? The express icon (express_shipping.png) indicates an express shipper.

Selecting a carrier: 

         View Orders Ready for Shipping screen: Optionally, select a carrier from the dropdown list to list orders only if they are assigned to that carrier.

         Ship Order window: Select the correct carrier from the dropdown list, enter a Tracking #, and click Ship to ship the order or item(s).

Current store location

The name and code of your current store location. Always displayed in the upper left corner of the screen, below your logo. Included on the Pick List Pull Sheet.

Customer

The name and address of the customer placing the order. Includes:

         Company name, if any

         First name and Last name

         First through fourth address lines (View Order Detail Screen, Pick Order Detail Screen, Pick Order Detail - Item Screen, Pick Up Order Detail Screen, Ship Order Detail Screen, Ship Order Detail - Integrated Screen only)

         City, State, Postal code

         Country code (View Order Detail Screen, Pick Order Detail Screen, Pick Order Detail - Item Screen, Pick Up Order Detail Screen, Ship Order Detail Screen, Ship Order Detail - Integrated Screen, View Orders Across Locations Screen only)

         Phone number

Date

The date and time when:

         the oldest open line on the order was created in Locate Store Connect, if the screen displays all items regardless of Next Action (for example, the View Order Detail Screen)

         the oldest line on the order that is eligible to be displayed on the screen, if the screen restricts the displayed items based on Next Action (for example, the Ship Order Detail Screen, which displays items only if their Next Action is Ship)

Note:  

         This date and time might be earlier than the time when the order became available for you to work with. For example, if the order was created overnight, this date and time is displayed even if the order wasn’t available to you until the following morning.

         The date and time might not be your local date and time, if Locate Store Connect runs from a server in a different time zone. For example, if your store location is on Eastern Standard time, and Locate Store Connect runs on a server that is on Pacific time, the date and time displayed might be earlier than the current time in your location.

         This is the date and time when the oldest open or eligible line on the order was created. For example:

         If the customer initially placed the order for a single item, and then added an additional item, this is the date and time when the order was created for the first item.

         If you ship the item that was on the order first, or if the customer picks up the item, the date and time when the next oldest order line was created is now displayed.

Searching by date: At list screens such as the View New Orders Screen or View All Open Orders Screen, you can enter a date in MMDDYYYY format. Orders are included in the search results only if the creation date of the oldest open order line matches the date or is within the range of dates entered. For example, an order’s oldest line was created on June 28, and an additional line was added on June 30. If you search for orders created on June 30, the order isn’t included in the results.

Age displayed? The order Age is displayed with the date in the results at the View New Orders Screen, View All Open Orders Screen, View Orders Ready for Shipping Screen, View Pickup Ready Orders Screen, and the View Orders Ready for Picking Screen.

delivery order

An order, placed in a different system, that you ship to the customer or to another shipping address specified by the customer. Delivery orders can originate in the call center, in another store location, or through the web store.

Description

(item description)

The description of the item. Prints on the Packing Slip.

Email

The sold-to Customer’s email address. This is the email that receives notifications, such as:

         pickup ready notification email (pickup orders)

         pickup ready reminder email (pickup orders)

         shipment confirmation email (delivery orders)

Ext. Price

The extended price of the order line, from the unit Price * the Ship Qty, in the currency used on the order. Prints on the Packing Slip.

First Name

The first name of the customer placing the order. May differ from the customer receiving the order on a delivery order.

Searching by first name: At list screens such as the View New Orders Screen or View All Open Orders Screen, you can enter a full or partial first name and click SEARCH to display orders whose sold-to Customer’s first name start with or match your entry. Not case-sensitive (Jack is a match for JACK).

Fulfilling Location

The location where the customer wants to pick up a pickup order, or that’s assigned to ship a delivery order.

Unfulfillable order line? If the order line can’t be fulfilled, then the fulfilling location indicated on the screen might not be an actual location. For example, if a store rejects an item on a delivery order, and the item can’t be fulfilled by any other location, the Status is Unfulfillable, and the Fulfilling Location might be Default Unfulfillable Location.

integrated shipping

Confirming shipment of items on delivery orders through integration with an automated shipping system. If your store location is configured to use integrated shipping, you advance by default to the screens that support integrated shipping, including the Order To Be Shipped Screen and the Ship Order Detail - Integrated Screen, and confirming an order or items as shipped generates a barcode shipping label.

You have the option of selecting the manual shipping option if, for example, your connection with the integrated shipping system is down.

Item

(item #)

See the Item #.

Item #

The item code identifying the product. Prints on the Packing Slip.

UPC? You need to enter or scan a UPC, rather than an item code, at the Scan Items To Pick Screen if your system administrator has selected an item scan type of UPC. See that screen for more information.

Items Scanned

The total number of units (not items) that have been scanned at the Scan Items To Pick Screen.

Items Selected

The number of items (not units) currently selected at the View Order Detail Screen. Updated as you select or deselect items using the check box to the left of the item.

Last Name

The last name of the customer placing the order. May differ from the customer receiving the order on a delivery order.

Searching by last name: At list screens such as the View New Orders Screen or View All Open Orders Screen, you can enter a full or partial last name and click SEARCH to display orders whose sold-to Customer’s first name start with or match your entry. Not case-sensitive (Mundy is a match for MUNDY).

manual shipping

Confirming shipment of items on delivery orders by manually confirming the carrier and entering the tracking number. If your store location is configured to use manual shipping, you always use the screens that support manual shipping, including the View Orders Ready for Shipping Screen and the Ship Order Detail Screen; otherwise, if your store location is configured to use integrated shipping, you have the option of selecting the manual shipping option if, for example, your connection with the integrated shipping system is down.

Merchandise

The total extended price of the items currently displayed for the order, in the currency used on the order. For example, if the order includes 2 items, each with a quantity of 2, for $10.00 each, the merchandise total is $40.00.

The merchandise total doesn’t include:

         items assigned to a different store location for fulfillment

         items that aren’t currently open (for example, shipped, picked up, rejected, or canceled)

         any other charges, such as tax or freight

Name

The customer’s name, which can include:

         company name

         first name and last name

A shipping address name, which might be different from the customer’s name, is included for a delivery order.

Next Action

The next possible action required for the order. See Actions for a list of possible actions.

Searching by next action: At the View All Open Orders Screen, select a next action from the dropdown list to display orders whose next action matches your selection.

Order Date

(Date)

The Date when the order was created. Prints on the Packing Slip.

Order #

(order number)

See Order Number, below.

Order Number

The number assigned by the system that originated the order.

Note:  

         Can include multiple order lines, and each order line might have been created at a different time.

         It is possible for two delivery orders to have the same order number if each order specifies a different carrier.

Searching by order number: At list screens such as the View New Orders Screen or View All Open Orders Screen, you can enter a full or partial order number and click SEARCH to display orders that start with or match your entry.

Order Qty

The quantity of the item ordered.

Order Type

Indicates whether the order is a delivery order, that you ship to the customer, or a pickup order, that the customer comes to the store to pick up.

Searching by order type: If your store location fulfills both order types, you can limit your results at list screens such as the View New Orders Screen or View All Open Orders Screen to delivery orders or a pickup order by selecting the order type in the dropdown box.

Orders Found

The number of orders currently displayed at the View New Orders Screen, View All Open Orders Screen, View Orders Ready for Picking Screen, and View Orders Ready for Shipping Screen. Updated as you search for orders with different search criteria.

Orders Selected

The number of orders currently selected at the View New Orders Screen, View All Open Orders Screen, View Orders Ready for Picking Screen, and View Orders Ready for Shipping Screen. Updated as you select or deselect orders using the check box to the left of the order.

Origin

The code and name of the location that originated the order. The originating location might be a store location, or might represent the distribution center.

Originating Location

Same as the Origin.

Pack Slip Message

A message, specified by your system administrator, to print on the Packing Slip. There can be different messages on the packing slip based on the order type (delivery order or pickup order).

Packing Slip

See Packing Slip.

Password

Click to open the Change Password Window.

This option is available only if you use a separate password for Store Connect, not your standard network password.

Phone

The primary phone number of the Customer placing the order. Typically a daytime number. Phone number formatting is from the originating system.

A shipping address phone number, which might be different from the customer’s phone number, can be included for a delivery order.

Phone Number

The primary phone number of the Customer placing the order. Typically a daytime number. The customer’s phone number might not match the phone number of the shipping address for a delivery order. Phone number formatting is from the originating system.

Searching by phone number: At list screens such as the View New Orders Screen or View All Open Orders Screen, you can enter a full or partial phone number and click SEARCH to display orders for customers whose primary phone numbers start with or match.

Note:  

         It isn’t necessary to enter formatting in addition to numbers. For example, you can enter 5085551212 rather than (508) 555-1212.

         Searching based on non-numeric characters isn’t supported. If you enter only non-numeric characters (such as letters or special characters) and click SEARCH, all orders are displayed as long as they match any additional search criteria entered.

Pick Quantity

On the Pick List Pull Sheet: the quantity of the item to pick.

On the Scan Items To Pick Screen: the quantity of the item that you have scanned.

Pick List Pull Sheet

See the Pick List Pull Sheet.

pickup order

An order that the customer picks up from the store.

pickup ready notification email

An email generated to the customer on a pickup order when you confirm the order as picked. The email indicates:

         the item(s) ready for pickup and their prices

         the location and phone number of the store location

pickup ready reminder email

A reminder email generated to the customer on a pickup order when you select the Resend Email option. This email includes the same information as the pickup ready notification email. See How do I send a pickup ready reminder email? for more information.

Price

The single-unit price of the item on the order in the currency used on the order. The packing slip displays the Ext. Price, which is the unit price * the quantity.

Printed Date

The date when you generated the Packing Slip.

Ready for Pickup

The total amount of time, in hours and minutes, since an open pickup order was picked.

Note:  

         The Ready for Pickup age is based on the line on the order that was picked earliest and is still open. For example:

         An order includes a line that was picked 2 hours ago, and a line that was picked 3 hours ago. The Ready for Pickup age displayed is 3 hours.

         If the customer picks up the line that is 3 hours old, the Ready for Pickup age displayed is now 2 hours, based on the remaining open line.

When is the Ready for Pickup age bold and in red? Indicates the order hasn’t been picked up within the number of hours specified as the Unclaimed Order Hours threshold for your organization.

ReadyforPickup.png

Note:  If your system administrator has not set up the Unclaimed Order Hours threshold, then the Ready for Pickup age is never listed in bold, red text.

Under review? The Ready for Pickup age doesn’t reflect the amount of time that the order was actually eligible for pickup if the order was UNDER REVIEW for part of that time. For example, at 2:00 you pick an order that is under review. At 8:00, the order’s UNDER REVIEW indicator is cleared, and the customer is notified that the order is ready for pickup. The Ready for Pickup age displayed at 10:00 is 8 hours, although the customer was notified 2 hours ago.

Which screens? The Ready for Pickup age is displayed only at the:

         View Pickup Ready Orders Screen

         Pick Up Order Detail Screen

         View Unclaimed Pickup Ready Orders Screen

Quantity Needed

The total quantity of the item required for all orders included on the Pick List Pull Sheet.

Ship Qty

The total quantity to ship for a delivery order. Prints on the Packing Slip.

Ship To

The shipping address for a delivery order. May be different from the sold-to Customer address. Prints on the Packing Slip.

The View Orders Ready for Shipping Screen displays the ship-to first name, last name, city, state or province, zip or postal code, and country code.

Ship To Country

Optionally, select a country from the dropdown list to display only orders shipping to that country. Available for searching at the View Orders Ready for Shipping Screen.

Ship To State

Optionally, select a state or province from the dropdown list to display only orders shipping to that state.

Note:  You need to first select either the United States or Canada from the Ship To Country before you can select a Ship To State. Displaying Ship To States isn’t supported for any other countries.

Available for searching at the View Orders Ready for Shipping Screen.

shipment confirmation email

 

Shipping Address

The address where a delivery order needs to ship. May be different from the sold-to Customer address.

Displayed for delivery orders at the View Order Detail Screen, Ship Order Detail Screen, and Ship Order Detail - Integrated Screen.

Pickup order: This area lists the words In Store Pick Up for a pickup order at the View Order Detail Screen, Pick Order Detail Screen, and Pick Order Detail - Item Screen.

Shipping Method

Depending on the Order Type:

         delivery order: Possible shipping methods are Express (express_shipping.png) or Standard. Each Carrier you can use to ship a delivery order is flagged as an express or standard shipper.

         pickup order: The shipping method is Pick Up (pickup.png).

Searching by shipping method: If your location fulfills delivery orders, or both delivery and pickup orders, you can select a shipping method from the dropdown list at a list screen to display orders that match your selection.

Note:  If your location fulfills pickup orders only, you can’t search based on shipping method.

Sold To

The customer’s Name and Address on the Packing slip.

Status

When scanning items: A check mark (green_check.png) indicates that the full ordered quantity of an item has been scanned at the Scan Items To Pick Screen.

When reviewing orders across locations: The order or item status.

For open orders or items in Store Connect locations:

         Accepted: Accept & Print has taken place. The Next Action is Pick.

         Picked: Pick has taken place. The Next Action is Pick Up or Ship.

         Polled: A new order. The Next Action is Accept & Print.

For open orders or items in locations outside of Store Connect:

         Accepted: The location has accepted the order for processing.

         New Order: The location has not yet been notified of the order.

         Picked: Typically indicates that the location has generated picking documents or that the processing has begun.

         Polled: The location has received the order, but has not yet accepted it.

Other possible statuses for delivery or pickup orders that are not currently in process in Store Connect: 

         Canceled: Canceled by the customer or at the fulfilling location.

         Fulfilled: Shipped or picked up.

         Rejected: Ordinarily, a rejected order remains in this status momentarily before being assigned to a new location (status is New Order) or having its status changed to Unfulfillable.

         Unfulfillable: Could be a pickup order that was rejected by the selected fulfilling location, or a delivery order that could not be shipped by any eligible location.

Additional optional statuses: The following statuses don’t have predefined meanings, but your system can also use them as part of its business processes.

         Partially Fulfilled

         Processed

         Received

         Verified

 

What if all items on the order aren’t in the same status? If there is more than one item on the order, and not all are in the same status, the order status is:

         Open if at least one item on the order is open (including New Order, Accepted, Picked, Polled, Processed, Received, or Verified); otherwise,

         Complete if none of the items are open (all items are in Canceled, Fulfilled, or Unfulfillable status)

Tax

The total tax amount for the open lines on the order, in the currency used on the order, as indicated by the originating system. For example, the total doesn’t include tax for:

         items assigned to different store locations for fulfillment

         items that are canceled, rejected, shipped, or picked up

Total Items

The total number of different items on the Pick List Pull Sheet.

Total Orders

The total number of separate orders on the Pick List Pull Sheet.

Total Units

The total number of units of all items on the Pick List Pull Sheet.

Tracking #

The tracking number for the shipment of a delivery order. This information is sent to the system originating the order, so the number can be included in the shipment confirmation email to the customer.

Included on the Ship Order window.

UNDER REVIEW

Indicates that the order can be accepted, printed, and picked, but can’t yet be shipped or picked up (for example, if there is a credit card issue or the address requires verification). You should complete processing for the order as much as possible, but can’t complete the order until it is no longer under review.

When an order is flagged as under review:

         The order is available to work with at the View New Orders Screen, View All Open Orders Screen, View Orders Ready for Picking Screen, and Order To Be Picked Screen

         The order is included in the order totals at the home screen

         You can generate the Packing Slip and the Pick List Pull Sheet

         The order is eligible to be accepted/printed and picked, but isn’t eligible for shipping or pickup

         When you pick a pickup order, no email notification is sent to the customer until the setting of the UNDER REVIEW indicator changes

         If it is a pickup order, you can’t resend an email notification to the customer

         If it is a delivery order, the Pick and Ship option isn’t available at the Pick Order Window

How to tell if an order is under review:

         The under review indicator is displayed at the View Order Detail screen, Pick Order Detail Screen, Pick Order Detail - Item screen, and Scan Items to Pick screen: UnderReview_on_detail_screen.png

         An error window opens if you attempt to ship or pick up the order

         The order isn’t displayed at the View Orders Ready for Shipping screen or the View Pickup Ready Orders Screen

Note:  See Ready for Pickup for information on how the Ready for Pickup age is calculated for pickup orders that are under review.

User ID

Your user ID and name. Always displayed at the top center of the screen, and included on the Pick List Pull Sheet.