Table of Contents
- Title and Copyright Information
- Preface
- 1 Getting Started
- 2 Glossary
- 3 System Control Values
- 4 Configuration and Administration
- 5 Accounting Setup
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6
Customer Service
-
Establishing Customer Service Tables
- Establishing Order Types (WOTY)
- Establishing Price Override Reason Codes (WPOR)
- Establishing Additional Charge Codes (WADC)
- Establishing Order Hold Reason Codes (WOHR)
- Establishing Cancel Reason Codes (WCNR)
- Establishing Return Reason Codes (WRTR)
- Establishing Exchange Reason Codes (WEXR)
- Establishing Return Disposition Values (WRDV)
- Establishing Custom Special Handling Formats (WSHF)
- Establishing Add Reason Codes (WADR)
- Working with Order Inquiry Reason Codes (WORC)
- Working with Order/Call Disposition Reject Reason Codes (WWRR)
- Working with Default Messages (WMSG)
- Working with Order Line Activity Codes (WOLA)
-
Setting Up Customer Support Tables
- Setting Up the Country Table (WCTY)
- Setting Up the Zip/City/State (Postal Code) Table (WZIP)
- Setting Up Customer Profiles (WPFL)
- Setting Up the Customer Class Table (WCCL)
- Setting Up Match Codes (MMCH)
- Setting Up User-Defined Fields (WUDF)
- Working with Postal Code Formats (WPCF)
- Working with Mail/Call Codes (WMCC)
- Working with Customer Action Reason Codes (WCAR)
- Working with Customer Note Types (WNTY)
- Working with Language Codes (WLAN)
- Creating and Updating Customers
- Order Inquiry
- Performing Order Maintenance
-
Order Status Reports and On-line Inquiries
- Submit Order Cancellation List Screen (POCL)
- Printing Backorder Reports (PBOR)
- Printing the Sales Journal (PDSJ)
- Printing the Sales Journal by Pay Type (PSJP)
- Printing the Sales Journal Summary (PSJM)
- Printing Sales Journal Errors (PSJE)
- Printing the Order Shipment Analysis (POSA)
- Printing the Open Prepaid Order List (POPP)
- Print the Order Addition Report (PAAR)
- Printing the Sales Tax Report by State (PSTX)
- Printing the State Tax Detail Report (PSTD)
- Printing the Order Demand/Sales Reports (PSSR)
- Item Purchase and Sales Aging Report (LIPS)
- Print Order Control Report (POCT)
- Printing the Held Order Report (PHOR)
- Printing the Daily Business Status Report (DBST)
- Printing the Order Reconciliation Report (PORS)
- Printing the Sales Journal by Currency Report (PSJC)
- Printing the Held Orders by Pay Type Report (PHOP)
- Printing the Exchange Reason Report (PERR)
- Printing the Price Override Reason Report (PROR)
- Printing the Return Reason Report (PRRR)
- Displaying Open Orders by Item (DOOI)
- Display Held Order Summary
- Ship Via/Item Inquiry (SVII)
- Printing Backorder Reports by Descending Dollars (PBOD)
- Reviewing Operations Control Summary (FLSH)
- Reviewing Pending Orders (DOSS)
- Sales Summary (DSSS)
- Printing the Order Type Summary by Delivery Type Report (PDTS)
- Managing Declined Authorizations
- Releasing Held Orders
- Managing Returns
-
Issuing Refunds
- Printing and Interpreting Refund Due Lists (MRDU)
- Working with Refunds, Writeoffs and Balances Due (WREF)
- Processing Refunds (MREF)
- Reprint Refunds Screen (MREP)
- Reconciling Checks (MREC)
- Purge Refund Checks Screen (MPRF)
- Printing the Processed Refund Register (PPRR)
- Processing Refunds by Order Number (MRFO)
- Working with Catalog Requests
-
Managing Soldouts and Backorders
- Working with Soldout Controls (WSLD)
- Processing Auto Soldout Cancellations (MASO)
- Generating Soldout Notifications (MSON)
- Generate Backorder Notices (GBOC)
- Working with Held Detail Lines (WOHD)
- Working with Backorders Pending Cancellation (WBPC)
- Printing the Order Cancellation List (PBRI)
- Processing Item Substitutions (PSUB)
- Processing and Purging Subscriptions
- Memberships
- Email Repository
- Customer Service Appendices
-
Establishing Customer Service Tables
-
7
Fulfillment
-
Reserving Inventory and Generating Pick Slips
- Working with Interactive Reservation (MIRV)
- Selecting Vendors for Drop Ship Processing (MDSP)
- Displaying Pick Slip Generation Inquiry (DPSI)
- Working with Pick Slip Messages (WPSM)
- Streamlined Pick Slip Generation (WSPS)
- Pick Print Eligibility (WPPE)
- Unlock Pick Slip (MUPI)
- Processing Drop Ship Orders by Batch (MDSB)
- Printing the Carryover Report (PCOR)
- Confirming and Billing Shipments
-
Setting Up the Fulfillment Tables
- Working with Ship Via Codes (WVIA)
- Working with SCF Codes (WSCF)
- Working with SCF/Ship Via Values (WSHV)
- Working with Shipping Rates (WSHR)
- Working with Drop Points (WDPT)
- Editing Warehouse Drop Points (EWDP)
- Editing SCF Ship Via (ESSV)
- Working with Dunnage Weight (WDUN)
- Working with Zip/Ship Via (WZSV)
- Working with Tax Jurisdiction (WTXJ)
- Working with Weight Tables for Order Weight (WFTB)
- Working with Offer Ship Via Assignment (WSVA)
- Working with Lines of Business (WLOB)
- Displaying the Line of Business Order Queue Summary (DLOQ)
- Creating SCF Ship Vias by SCF Range (MSSV)
- Shipping Zone Reservation
- Order Orchestration Drop Ship Integration
-
Reserving Inventory and Generating Pick Slips
- 8 Installation Setup
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9
Marketing
-
Setting Up Offer Information
- Working with Offers (WOFR)
- Working with Season Codes (WSEA)
- Working with Promotions (WPRO)
- Working with Source Categories (WSCT)
- Working with Source Codes (WSRC)
- Working with Dollar Chart by Offer (WDCO)
- Working with Dollar Chart by Source Code (WDCS)
- Initializing an Offer (MOFI)
- Working with Special Pricing by Source Code (WSPP)
- Generating Source Codes Using the Source Upload Table (WSRW)
-
Setting Up Pricing Information
- Work with Promotional Pricing Groups (WPRG)
- Work with Promotional Pricing (WPRP)
- Working with Price Codes (WPCD)
- Assigning Price Codes (APCD)
- Display Price Code Assignments (DPCA)
- Working with Price Tables (WPTB)
- Package Insert Processing (WPIP)
- Working with Coupon Promotions (WCPR)
- Working with Customer Price Groups (WCPG)
- Working with Quantity Price Matrix (WQPM)
- Work with Pricing Upload (WPUP)
- Reviewing Forecasting Information
- Using House List Options
-
Setting Up Offer Information
-
10
Merchandising
-
Setting Up the Item Supporting Tables
- Working with Hazardous Item Codes (WHAZ)
- Working with Item Category Codes (WITG)
- Working with Item Classes (WICL)
- Working with Item Status (WIST)
- Working with Long SKU Classes (WLSC)
- Working with Long SKU Departments (WLSD)
- Working with Units of Measure (WUOM)
- Working with Item Subscriptions (WISB)
- Working with Item Keywords (WKEY)
- Working with Item Keyword Exclusions (WEXC)
- Working with Tax Product Code Cross References (WTPC)
- Setting Up the Purchasing Tables
- Creating and Working with Items
- Setting up SKUs
- Working with Sets
-
Updating Items and SKUs
- Creating Item/SKU Offers (MISO)
- Updating Item/SKU Offers (MUSO)
- Deleting SKUs for an Item (MDLT)
- Copying SKU Offer Information (MCSO)
- Copying Item Warehouse Information (MCIW)
- Working with Offer Overrides by Item Class (WSOI)
- Maintaining SKU Cross Reference Codes (MSKR)
- Updating SKU Offer Prices (MUSK)
- Maintaining Item/SKU/Offer (CPIM)
- Maintaining Item Offers (MIOF)
- Copying SKU/Offer Records (CSKO)
- Maintaining Purchase Orders
- Using Purchase Order Inquiry
- Printing Purchase Orders
- Printing Purchase Order Reports
- Performing Inventory Analyses
- Retail Integration (External System to Order Administration)
-
Setting Up the Item Supporting Tables
- 11 Order Entry
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12
System Operations
- Operating Background Jobs
- Running Period End Processing
-
Using the System Utilities
- Working with Default Options (WDFT)
- Consolidating Order Billing History (MOBH)
- Reset Allocation Quantities (MRPC)
- Reset Reserve Quantity (MRQR)
- Reset Backorder Quantity (MRBO)
- Reset Item Warehouse Quantity on Hand (MRIW)
- Reset SKU Open Order Quantity (MRSO)
- Unlocking a Stranded Order or Batch (MULO)
- Resetting the Order Billing History Table (ROBH)
- Resetting Customer Sold to Amount on Order (RONO)
- Unlock Purchase Order (MUPO)
- Working with File Uploads (WUPL)
- Work with Authorization Services (WASV)
- Setting Up Authorization Services
- Purging Tables
- Flexible Payment Options
- Processing Deposits
- E-Commerce Interface
- Workflow Management
- Point of Sale Integration
- Order Orchestration Integration
- Stored Value Card Integration
- Importing Item/SKU and Set Data
- ChannelAdvisor Integration
- Merchandising Integration
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13
Warehousing
- Performing Inventory Transactions
- Transaction History
- Inventory Transaction Setup
- Item Where Used
- Purchase Order Receipts
-
Managing Warehouses
- Creating and Maintaining Warehouses (WWHS)
- Working with Warehouse Lists (WWHL)
- Creating and Maintaining Location Classes (WLCL)
- Creating and Maintaining Locations (WLOC)
- Using the Location Generator (MLOC)
- Work with Pending Locations Screen (WPLO)
- Creating Item Warehouse/Locations (MIWL)
- Suggest Location Placement (MSLO)
- Working with Default Warehouse Locations (WWDL)
- Printing the On Hand by Warehouse Report (POHW)
- Docking Purchase Orders
- Warehouse Management Integration