), indicating that the customer is currently enrolled in one or more loyalty programs. See Customer Loyalty List for more information.Purpose: The following information displays on the Customer Items List page.
• Customer Items List Page Title
• Frequently Purchased Items Panel
For more information:
• Customer Items List for an overview of the Customer Items List page.
• Customer Items List Options for step-by-step instructions on the actions you can perform on the Customer Items List page.
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 Items List Page Title
The title and the tab of the Customer Items 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. When the Purchase History tab is available, this is the Customer Engagement ID.
• The Customer Since date follows the customer name and number. When the Purchase History tab is available, this is the signup date from Oracle Retail Customer Engagement.
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. When the Purchase History tab is available, this is the Customer Engagement ID.
• Customer Since date. When the Purchase History tab is available, this is the signup date from Oracle Retail Customer Engagement.
• 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 Frequently Purchased Items Panel.
• Lifetime Value. The default Currency Code is indicated below this total.
• Return Rate (Item Return Rate)
Frequently Purchased Items Panel
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 in the Frequently Purchased Items panel.
• 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.
The Items table displays the first 15 items that the customer has previously ordered. For each customer purchase history record, the system displays the following fields.
Note: The Items table does not include items on order lines that are in a Quote, Suspended, or Purged status.
• Item Description (the Item ID is to the right in parentheses): An item may display more than once for the same order if more than one item was purchased for a different price or on a different order line, or if the item contains SKU’s and more than one SKU of the item was purchased.
• SKU Description: Displayed below the item description and ID if the item has SKUs.
• Status (Purchase Status): The table does not display order lines that are in a Quote, Suspended, or Purged status.
• Order Number: Provides a link to the Order Summary page for the order unless the status is Error, Purged, or Suspended.
• Item Availability:
• If the Use Merchandise Locator (I38) system control value is unselected, or if the Use Merchandise Locator (I38) system control value is selected but the item is not eligible for merchandise locator, you advance to the Inventory Information window.
• If the Use Merchandise Locator (I38) system control value is selected and the item is eligible for merchandise locator, you advance to the Inventory Information (Merchandise Locator) window.
Note:
• For set items, the Item Availability option is available for the set component item and not the main set item.
• The Item Availability option is available only for order lines whose status is Open, Held, Soldout, or Express Bill.
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