Table of Contents

• Title and Copyright Information
• Preface
• 1 Getting Started
• 2 System Control Values
• 3 Modern View and Contact Center Overview
  • Synchronizing Data between Order Administration Classic View and Modern View
  • General Features
  • Modern View Configuration
• 4 Advance to Modern View
  • Advancing to Modern View from Classic View
  • Direct Link to Modern View
  • Settings
  • Task Notification Window
  • Logging Out
• 5 Home
  • Home Page Options
  • Fields on the Home Page
• 6 Select Company
  • Select Company Options
  • Fields on Select Company
• 7 Preferences
  • Preferences Options
  • Fields on Preferences
• 8 Sales Summary
  • Sales Summary Options
  • Fields on Sales Summary
• 9 Operations Summary
  • Operations Summary Options
  • Fields on Operations Summary
• 10 Held Order Summary
  • Held Order Summary Options
  • Fields on Held Order Summary
• 11 Manage Held Orders
  • Manage Held Orders Options
  • Fields on Manage Held Orders
• 12 Order Entry
  • Order Entry Options
  • Fields in Order Entry
• 13 Search for Orders or Customers
  • Search for Orders or Customers: Initial Field Display
  • Search for Orders or Customers Options
  • Fields on Search for Orders or Customers
• 14 Customer
  • Customer Options
  • Fields on Customer
• 15 Customer Items List
  • Customer Items List Options
  • Fields on Customer Items List
• 16 Customer Memberships List
  • Customer Membership List Options
  • Fields on Customer Membership List
• 17 Customer Purchase History List
  • Customer Purchase History List Options
  • Fields on Customer Purchase History List
• 18 Customer Loyalty List
  • Customer Loyalty List Options
  • Fields on Customer Loyalty List
• 19 Edit Customer (Sold-To) Information
  • Edit Customer (Sold-To) Information Options
  • Fields on Edit Customer Information
• 20 Order Summary
  • Maintaining an Order
  • Order Summary Options
  • Fields on Order Summary
• 21 Edit Additional Order Details
  • Edit Additional Order Details Options
  • Fields on Edit Additional Order Details
• 22 Order Holds
  • Order Hold Reasons Overview
  • Authority to Release Order Hold Reasons
  • Order Holds Options
  • Fields on Order Holds
• 23 Cancel Ship-To
  • Canceling Brokered Orders
  • Cancellation Updates
  • Reopening a Canceled Order
  • Cancel Ship-To Options
  • Fields on Cancel Ship-To
• 24 Edit Order Ship-To Address
  • Edit Order Ship-To Address Options
  • Fields on Edit Order Ship-To Address
• 25 Edit Ship-To Information
  • Edit Ship-To Information Options
  • Fields on Edit Ship-To Information
• 26 Return Ship To
  • Return Ship-To Options
  • Fields on Return Ship-To
• 27 Ship-To Address Book
  • Ship-To Address Book Options
  • Ship-To Address Book Fields
• 28 Multiple Ship-To Address
  • Multiple Ship-To Address Options
  • Multiple Ship-To Address Fields
• 29 Additional Charges
  • Types of Additional Charges
  • Negative Additional Charge Limit
  • Restricting the Additional Charge Amount
  • Additional Charges Options
  • Fields on Additional Charges
• 30 Add or Edit Additional Charge
  • Add or Edit Additional Charge Options
  • Fields on Add/Edit Additional Charge
• 31 Create Misship
  • Creating a Misship
  • Create Misship Options
  • Fields on Create Misship
• 32 Add Item
  • Add Item Options
  • Fields on Add Item
• 33 Item SKU Information
  • Item SKU Information Options
  • Fields on Item SKU Information
• 34 Edit Order Line
  • Price Override Limit Percent
  • Edit Order Line Options
  • Fields on Edit Order Line
• 35 Return Order Line
  • Return Order Line Options
  • Fields on Return Order Line
• 36 Select Coordinate Items
  • Select Coordinate Items Options
  • Fields on Select Coordinate Items
• 37 Select Variable Set Items
  • Select Variable Set Items Options
  • Fields on Select Variable Set Items
• 38 Cancel Order Line
  • Order Orchestration and Item Cancellation
  • Canceling Membership Items
  • Cancellation Email
  • Cancel Order Line Options
  • Fields on Cancel Order Line
• 39 Discount Order Line
  • Price Override Limit Percent
  • Display Order Line Discount Message (F01)
  • Discount Order Line Options
  • Fields on Discount Order Line
• 40 Inventory Information
  • Inventory Information Options
  • Fields on Inventory Information
• 41 Inventory Information (Merchandise Locator)
  • Merchandise Locator API
  • Inventory Information (Merchandise Locator) Options
  • Fields on Inventory Information (Merchandise Locator)
• 42 Inventory Information (Edit Search Criteria)
  • Edit Inventory Information Search Criteria Options
  • Fields on Inventory Information (Edit Search Criteria)
• 43 Order Line Activity
  • Order Line Activity Options
  • Fields on Order Line Activity
• 44 Order Line Details
  • Order Line Details Options
  • Fields on Order Line Details
• 45 Pre-Order Quotes
  • Pre-Order Quote Options
  • Pre-Order Quote Fields
• 46 Pick Tickets
  • Pick Tickets Options
  • Pick Tickets Fields
• 47 Personalization Information
  • Personalization Overview
  • Personalization Information Options
  • Fields on Personalization Information
• 48 Add Personalization
  • Add Personalization Options
  • Fields on Add Personalization
• 49 Edit Personalization Information
  • Edit Personalization Information Options
  • Fields on Edit Personalization Information
• 50 Drop Ship Details
  • Drop Ship Details Options
  • Fields on Drop Ship Details
• 51 Broker Details
  • Broker Details Options
  • Fields on Broker Details
• 52 Order Line Message
  • Order Line Message Options
  • Fields on Order Line Message
• 53 Payment Method Details
  • Payment Method Details Options
  • Fields on Payment Method Details
• 54 Add Payment
  • Add Payment Options
  • Fields on Add Payment
• 55 Edit Payment
  • Edit Payment Options
  • Fields on Edit Payment
• 56 Add Authorization
  • Add Authorization Options
  • Fields on Add Authorization
• 57 Authorization Response
  • Online Authorization Processing
  • Authorization Response Options
  • Fields on Authorization Response
• 58 Order Activity
  • Order Activity Options
  • Fields on Order Activity
• 59 Returns/Refunds
  • Refunds
  • Returns and Exchanges
  • Returns/Refunds Options
  • Returns via Oracle Retail Collect and Receive (CaR)
  • Fields on Returns/Refunds
• 60 Messages
  • About Default Messages
  • Messages Options
  • Fields on Messages
• 61 Messages Window
  • Message Window Options
  • Fields on Message Window
• 62 Order Notes
  • Order Notes Options
  • Fields on Order Note
• 63 Invoices
  • Consolidated Invoice?
  • Invoices Options
  • Fields on Invoices
• 64 Invoice
  • Invoice Options
  • Fields on Invoice
• 65 Payment Configurations
  • Payment Configurations Options
  • Fields on Payment Configurations
• 66 Manage Rejected Deposits
  • Manage Rejected Deposits Options
  • Fields on Manage Rejected Deposits
• 67 Check Gift Card Balance
  • Check Gift Card Balance Options
  • Fields on Check Gift Card Balance
• 68 Batch Job Statistics
  • Batch Job Statistics Options
  • Fields on Batch Job Statistics
• 69 Unlock Order
  • Unlock Order Options
  • Fields on Unlock Order
• 70 Order Error Handling
  • Error Orders
  • Error Orders Options
  • Fields on Error Orders
• 71 Pending Order Summary (DOSS)
  • Pending Order Summary Options
  • Fields on Pending Order Summary
• 72 Pending Orders (DOSD)
  • Pending Orders Options
  • Fields on Pending Orders
• 73 Manage External Application Access
  • Manage External Application Access Options
  • Fields on Manage External Application Access
• 74 Enterprise Data Import History
  • Enterprise Data Import History Options
  • Fields on Enterprise Data Import History
• 75 Narvar Order Export Errors
  • Narvar Order Export Errors Options
  • Fields on Narvar Order Export Errors
• 76 Tax Files Upload
  • Tax Files Upload Options
  • Tax Files Upload Fields
• 77 Keyboard Shortcuts
• 78 Glossary
• 79 About the Application