Table of Contents
- Title and Copyright Information
- Preface
- 1 Contents
- 2 Glossary
- 3 System Control Values
- 4 Configuration and Administration
- 5 Accounting Setup
-
6
Customer Service
- Establishing Customer Service Tables
- Setting Up Customer Support Tables
-
Creating and Updating Customers
- Understanding Customer Types
- Selecting Customers
- Work with Contract Price Screen
- Working with Customer Tax Status
- Working with Pay Type Exclusions
- Reviewing Customer History
- Work with User Fields Screen
- Reviewing Customer Address Changes
- Working with Customer Email Addresses
- Working with Customer Ownership
- Working with Alternate Customer Number Cross-References
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Order Inquiry
- Reviewing the Order Inquiry Header Screen
- Reviewing Order Inquiry Detail Information
- Reviewing Order Details
- Options Available in Order Inquiry
- Reviewing Financial Information on an Order
- Reviewing Invoices
- Reviewing Payment Methods
- Display Additional Charges Screen
- Display Refunds for Order Screen
- Display Order Summary Screen
- Displaying Order Totals in Foreign Currency
- Reviewing Order-Level Properties
- Display Order Line History Screen
- Display Order History Screen
- Display Package Information Screen
-
Performing Order Maintenance
- Introducing Order Maintenance
- Selecting an Order for Maintenance
- Work with Order Screen in Order Maintenance
- Changing Item Detail Line Information in Order Maintenance
- Adding an Item in Order Maintenance
- Increasing the Quantity Ordered in Order Maintenance
- Canceling an Item in Order Maintenance
- Canceling an Order through Order Maintenance
- Returning and Exchanging Items in Order Maintenance
- Enter Payment Methods Screen in Order Maintenance
- Adding a Recipient Order in Order Maintenance
- Maintaining Quotes in Order Maintenance
- Converting Quotes to Orders
- Managing Declined Authorizations
- Releasing Held Orders
- Managing Returns
- Issuing Refunds
- Working with Catalog Requests
- Managing Soldouts and Backorders
- Processing and Purging Subscriptions
- Memberships
- Email Repository
- Customer Service Appendices
- Purchase Order Layering
- Creating and Updating Ship-to Customers (WCST)
- Creating and Updating Sold-to Customers (WCST)
- Introducing Return Authorizations (WRTA)
- Using the Order Inquiry Scan Screens (OIOM)
- Selecting Orders for Return (WRTA)
- Working with Customer Warranty Information (WCST)
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7
Fulfillment
- Reserving Inventory and Generating Pick Slips
- Confirming and Billing Shipments
- Drop Ship Pick Slip/Invoice
- Order Orchestration Drop Ship Integration
- Setting Up the Fulfillment Tables
- Interface with Order Orchestration’s Supplier Direct Fulfillment Module: Overview and Setup
- Supplier Direct Fulfillment Processing
- Shipping Zone Reservation
- Shipping Zone Reservation Overview
- 8 Installation Setup
-
9
Marketing
- Setting Up Offer Information
-
Setting Up Pricing Information
- Understanding Promotional Pricing
- Regular Price Code Pricing
- Work with Price Codes Screen
- Price Code Upload
- Customer Price Group SKU Exclusion Upload
- Customer Price Group Pricing
- Line Level Customer Price Group Pricing
- Customer Price Group Price Code Pricing
- Customer Price Group Best Price Comparison
- Customer Price Group Pricing in Order Maintenance
- Reviewing Forecasting Information
- Using House List Options
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10
Merchandising
- Setting Up the Item Supporting Tables
- Setting Up the Purchasing Tables
- Creating and Working with Items
- Setting up SKUs
- Working with Sets
- Updating Items and SKUs
- Maintaining Purchase Orders
- Using Purchase Order Inquiry
- Printing Purchase Orders
- Performing Inventory Analyses
- Retail Integration (External System to Order Administration)
- Performing Initial Item Entry (MITM)
- Working with Existing Items (MITM)
- Working with Item Ship Via Overrides
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11
Order Entry
-
Entering Orders
- Introducing Order Entry
- Setting Defaults in Order Entry
- Selecting Customers in Order Entry
- Customer Scan Screen
- Entering Orders
- Work with Order Screen
- Work with Order Lines Screen (Adding Items to the Order)
- Applying Payment to the Order
- Completing Order Entry
- Order Entry Updates
- Working with Items on the Order
- Upselling the Customer in Order Entry
- Expanding the Address in Order Entry
- Using a Permanent Shipping Address in Order Entry
- Assigning an Order Shipping Address
- Adding a Recipient Order in Order Entry
- Assigning a Billing Address in Order Entry
- Defining Order Properties
- Adding Order Messages
- Adding Miscellaneous Charges or Credits in Order Entry
- Displaying More Options in Order Entry
- Entering User Fields
- Working with Order Summary Information
- Posting a Return or Exchange Through Order Entry
- Entering Customer Memberships in Order Entry
- Entering Coupon Promotions on an Order
- Working with an Order-Level Email Address
- Valid Ship Vias for Window
- Tracking Order/Call Disposition Activity
- Entering Pre-Order Quotes
- Customer Engagement Gift Registry and Customer Wish List Integration
- Working with Error Order Batches
- Generic Order Interface
- Order Entry Appendices
-
Entering Orders
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12
System Operations
- Operating Background Jobs
- Running Period End Processing
- Using the System Utilities
-
Setting Up Authorization Services
- Defining Authorization Services (WASV)
- Defining Authorization Service Countries
- Defining Vendor Paytype Codes
- Defining Vendor Response Codes
- Defining Merchant ID Overrides
- Defining Authorization Service Currencies
- Performing Online Credit Card Authorizations
- Processing Authorizations and Deposits Using Point-to-Point Communication
- PayPal Direct Connection Integration
- External Payment Service
- Purging Tables
- Flexible Payment Options
- Processing Deposits
- E-Commerce Interface
-
Workflow Management
- Workflow Management Overview and Setup
- Event Rule Settings
- Work with Tickler Event Screen
- Create Tickler Event Rule Screen
- BO (Backorders) Event Processing
- CO (Cancelled Orders) Event Processing
- HO (Held Orders) Event Processing
- MN (Manually Created) Event Processing
- NO (New Orders) Event Processing
- OO (Aged Open Orders) Event Processing
- SD (SVC Activation Decline) Event Processing
- SO (Soldout Orders) Event Processing
- SV (SVC Number Assignment) Event Processing
- UP (Unconfirmed Pick Tickets) Event Processing
- VP (Voided Pick Tickets) Event Processing
- WF (Remote Workflow) Event Processing
- Work with Tickler Event Rule Procedure Screen
- Tickler Event Settings
- Point of Sale Integration
- Stored Value Card Integration
- Importing Item/SKU and Set Data
- Integration Layer Processes and Web Services
- Integration with the Sales Audit Module of the Oracle Retail Merchandising Foundation Cloud Service
- Oracle Retail Merchandising Foundation Cloud Service (RMFCS) and Oracle Retail Pricing Cloud Service (RPCS) Integration
- Merchandise Locator API
- Brokered Backorders
- Tracking User, Authority, and Password Updates
- Translating Special Characters
- 13 Warehousing