Customer Information Panel

Purpose: You can perform the following actions on the Customer page on the Customer Information Panel located on the left side of the screen.

For more information:

Customer for an overview of the Customer page.
Customer Information Panel Fields for a description of the fields on the Customer Information Panel.

Update Customer Information

Select the Edit option to open the Edit Customer Information window.

Select Update when done making changes.

Note:

This option is available only if you have authority to the Enter/Maintain Orders (OEOM) menu option. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option and for a user class in the Work with User Classes (WUCL) menu option.

Call the Customer’s Phone Number

Select the Phone Number link to advance to the default application used to initiate phone calls. If a default application is not defined, a window displays where you can select the application to use to call the customer’s phone number.

Note:

This option is available only if hyperlink configuration is selected for the Phone field in the Work with Contact Center (WWCC) menu option. In addition, the Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.

Email the Customer

Select the Email Address link to advance to the default application used for email. If a default application is not defined, a window displays where you can select the application to use to email the customer.

Note:

This option is available only if hyperlink configuration is selected for the Email field in the Work with Contact Center (WWCC) menu option.

Review Frequently Purchased Items

Click Frequent Purchases to open the Frequently Purchased Items Panel that list items in the customer’s purchase history that appear in the greatest number of orders for that customer.

Manage the Address Book

Select the Address Book icon to open the Address Book Drawer to manage the details of the address book for the sold-to customer. The address book shows the exiting entries, if any, in alphabetical order by last name. Each entry shows the name, address, phone number, email address, and so on, that the order may be shipped to other than the customer’s own primary address. The address book is the same as customer ship-to in Work with Customers (WCST).

You can add, edit, or delete entries in the address book.

Add an Entry to the Address Book: Click + Add Address. The Address Book Form opens. Enter the new name and address details. When done, click OK to create a new entry in the address book and closes the Address Book Form (if no error validation occurs). The new entry is added to the address book list. The Address Book Number is auto assigned when a new address entry is created based on the next available sequence number for the Customer. The Match Code is auto generated using the defined match code algorithm when Address Book entries are created and edited.

Edit an Entry in the Address Book: Select Edit from the More Options menu (). Make the required changes and click Update to save these changes. The address book list screen is refreshed. Even if no changes are made, a previous address record is written.

Delete an Entry in the Address Book: Select Delete from the More Options menu (). Selecting OK checks if the address is being used on the current order or if there is order history for the address book entry, deletes the address book entry, closes the confirmation dialog, and refreshes the address book list screen so that the entry is no longer included in the list. If the address book entry has any order history, the entry cannot be deleted, and a message is displayed.

The X option in the right corner is used to close the drawer.

Customer Information Panel Fields

Purpose: The following fields display on the Customer Information Panel on the Customer page.

For more information:

Customer Information Panel for step-by-step instructions on the actions you can perform on the Customer Information Panel.

Customer Information Panel Fields

The customer information panel on the left below the page title contains name, address, phone, and email along with key customer data. You can also navigate to Frequent Purchases and Address Book records. The following fields are shown on the customer information panel:

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’s 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.
The Loyalty Member badge and label () is displayed to the right of the name, indicating that the customer is currently enrolled in one or more loyalty programs. See Customer Loyalty List for more information.
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:
1. home phone number that is always displayed (even when not populated)
2. business phone number that also supports a phone extension
3. mobile or fax phone number as determined by Third Phone Number Type (L53) system control value.
Email Address (unlabeled field below the Phone Number).
Opt-In Status (unlabeled field below the Email Address).
Customer Since date. When the Purchase History tab is available, this is the signup date from Oracle Retail Customer Engagement. Display-only.

Customer Class Only displayed if Customer Class is selected for display in the Work with Contact Center (WWCC) menu option and has a value defined.
Fraud Check: Only displays if value is Hold, Bypass or Fraud. Not shown if the value is blank (default).
Associate Only displayed if Associate Price is selected for display in the Work with Contact Center (WWCC) menu option.

Note:

Customer Class, Fraud Check and Associate values are editable within the Enter or Verify Customer Information screen within Order Entry.

Two navigation list links display directly below the key customer data fields. Selecting either link opens a corresponding drawer on the right side of the screen.

Frequent Purchases: Opens the Frequently Purchased Items Drawer that list items in the customer’s purchase history that appear in the greatest number of orders for that customer.
Address Book Opens the Address Book Drawer to select an entry from the address book or to add a new entry to the address book.

Frequently Purchased Items Drawer

The Frequently Purchased Items drawer 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.

Item Description
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.
Last Ordered Date

Address Book Drawer Fields

Selecting the Address Book navigation link displayed below the key customer data opens the Address Book drawer.

Below the Address Book title, the number of entries in the address book are shown. Underneath the number of entries, the + Add Address options opens the Address Book form to allow a new address book entry to be created. See Add an Address Book Entry to add a new entry to the address book or + Add Address Book Fields to view the fields when adding a new entry to the address book.

The rest of the Address Book drawer lists, if any, entries in the Address Book. The entries are presented in three columns that are always shown even if no address book entries exist. The entries are sorted by Last Name, First Name.

Address column: Each entry displays all address data in uppercase.

Prefix

First Name, Middle Initial, Last Name, (Address Book Number)

Company Name only shown if populated.

Street Address 1, Street Address 2-4, Apartment/Suite, City, State/Province, Postal Code, Country Code

Phone column: ALL assigned phone numbers display in the Phone column listed in the following sequence/hierarchy:

Home (Day)
Business (Evening) - If an Extension is assigned, the "Extension" label and value display after phone number.
Mobile (Fax)

Email column: A single email address entry is displayed in the Email column for the address book entry. Email is shown as it is entered.

The More Options menu () of an existing entry, allows you to edit or delete the address book entry.

See Update the Address Book Entry or Delete an Address Book Entry for more information.