Customer Order List

The Orders tab on the Customer page is selected by default and displays a list of orders placed by the specified sold-to customer on the main panel. The Orders Table shows the first 500 orders that matched your customer search criteria. From the list of orders you can select an order for review.

For more information:

Customer Order List Options for step-by-step instructions on the actions you can perform.
Fields on Customer for a description of the fields on the Customer Order List.

Customer Order List Options

Purpose: You can perform the following actions on the Customer page.

For more information:

Customer for an overview of the Customer page.
Fields on Customer Order List for a description of the fields on the Customer Order List.

Create Order

Select the Create Order option to advance to the Enter or Verify Customer Information step in Order Entry.

Note:

This option is available only if you have authority to the Contact Center Order Entry (CCOE) 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.

Select an Order for Review

Select the Order Number link to advance to the Order Summary page for the order in a new tab.

Note:

A link is not available if the order’s status is Error or Suspended.

Sort Listed Orders

You can sort on any column in the Orders table by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Orders first display in the Order List table in descending order date, ascending order number sequence.

Column Sort by Activity

Activity sorted in descending sequence sorts by:

Return alone
Exchange, Return
Exchange alone
Backorder, Return
Backorder, Exchange, Return
Backorder, Exchange
Backorder alone
No activity

Activity sorted in ascending sequence sorts by:

No activity
Backorder, Exchange, Return
Backorder, Exchange
Backorder, Return
Backorder alone
Exchange, Return
Exchange alone
Return alone

Filter Displayed Orders

The Customer page displays the first 500 records matching your search criteria from the Search for Orders or Customers page when you search based on customer-related criteria.

The page provides an entry field below the Order List panel with the message Type to filter. You can further refine the orders displayed in the Orders Table by entering one or more search terms found in any of the fields displayed in that table.

Example: Enter Washington. The displayed results include orders for recipients whose names are “Washington,” as well as customers whose addresses include “Washington” in the street address or city. Next, enter George. Displayed results are now further restricted to orders that include “George” in any of the fields displayed in the Orders Table, provided the orders also include “Washington.”

Matching records need to contain the search term, but do not need to start with the search term. For example, both 123.45 and 23.45 are matches for a search term of 23.

Filtering is across all results: The filtering is not restricted to the orders displayed on the first page of results. For example, if the only order matching your entry is on the third page of results, this order is displayed.

Additional information on filtering:

Only fields displayed at the Orders Table are available for filtering. For example, you can filter based on the order status, total, or recipient, because this information displayed, but you cannot filter based on an item on the order.
You can enter an order status, such as Closed, to filter the results to include only closed orders.
You can enter an order activity, such as Backorder or Return, to include only those orders that have had that activity.
You cannot filter by:
- The description of the order type.
- The recipient customer’s company name, even though it is displayed.

Filtering is not case-sensitive. For example, you can enter closed or CLOSED to display closed orders.
To filter based on order date, include the date delimiters. For example, enter 8/27 rather than 827 to filter for an order date of August 27.
You can filter based on numeric fields to display partial matches. For example, if the order total is 200.98, you can enter 200 or 98 to include the order in the search results.

Removing a search term: Optionally, click the X next to a search term to remove it from the filter criteria.

Review Items Purchased by the Customer

Select the Items option to switch to the Customer Items List for the customer.

Review Items Sold to or Returned by the Customer

Select the Purchase History tab to advance to the Customer Purchase History List, where you can review order information sent from Customer Engagement. This tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT.

Review Registries or Create a Registry Order

Click Registries in the Purchases customer summary tile to open the Registries panel. This option is available only if the ORCE Customer Integration is enabled, there is a record for the customer in Customer Engagement, and the Use ORCE Registries (M26) system control value is selected

If the customer has more than one registry: Select a registry to display the fields and options for that registry. You can select Return to Registries at the top of the panel to return to the Registries panel, displaying all registries for the customer.

Registries are displayed here only if they have been published in Customer Engagement, and the current customer is the owner of the registry.

Registry options: When a single registry order is displayed:

Filter the items on the registry: Enter a full or partial item code or description to restrict the displayed registry items.
Create a registry order: Select Create Registry Order to advance to the Customer Information (Order Entry Step 2) step in order entry and create an order for the customer that includes one or more items in the registry. Note that the options in order entry are different when you are creating a registry order.

Available when? This option is available only if the displayed registry includes at least one item that is available to sell in Order Administration (that is, not a Store only item). See Order Entry for additional required system control values and other settings. The Create Registry Order option is also not available if you currently have order entry open in another tab, regardless of whether the order is for the currently displayed customer.

When would you create a registry order? You might create a registry order if:

A customer wants to purchase items on their own wish list. For example, a customer might create a wish list for items needed for the first semester at college.
A customer wants to purchase items remaining on a registry after the event occurs. For example, after a baby shower, the customer might want to purchase additional remaining items that were not given as gifts at the shower.

Review or Work with Loyalty Cards, Programs, or Awards for the Customer

Select the Loyalty option to switch to the Customer Loyalty List for the customer.

Fields on Customer Order List

Purpose: The following information displays on the Customer page.

For more information:

Customer for an overview of the Customer page.
Customer Options for step-by-step instructions on the actions you can perform on the Customer page, including displaying the additional lists available from this page.

Customer Sub-Tabs

The customer sub-tabs are displayed in the main screen area.

Orders: The Orders tab is selected by default when you select a customer. The list displays the following information:
- Purchases (Total Orders).
- Lifetime Value. The default Currency Code is indicated below this total.
- Return Rate (Item Return Rate)
The Orders Table shows the first 500 orders that matched your customer search criteria.
Items: The Items tab displays the Customer Items List.
Purchase History: See Customer Purchase History List. Only displayed when ORCE Customer Integration (L37) system control value is set to INTERACT.

Registries Panel Fields

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 Administration, 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 Administration, 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 Administration 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 Review Registries or Create a Registry Order for more information on options.

Orders Table

The Orders table retrieves the first 500 orders that matched your customer search criteria and displays up to 15 at a time.

The message No data to display displays if the customer has not placed any orders.

For each order record, the Order List table displays the following fields:

Order Date
Order (Order Number)
Origin (Order Type)
Status (Order Status)
Total (Order Total). The default Currency Code is indicated to the left of the column heading in parentheses. If an order uses a different currency, the currency code is indicated to the left of the order total for that order.
Activity
Recipient: The ship-to customer name for each recipient displays in last name, first name format., and the company, if any, is below the customer name If a company name is defined without a ship-to customer name, the company name displays in place of the ship-to customer name. If the only recipient on the order is the sold-to customer, this is the sold-to customer name or company name, or both.
- If the order contains multiple ship-to customers, up to five ship-to customers display on separate lines. If there are more than five ship-to customers on the order, + # Additional Recipients displays, where # is the total number of ship-to customers - 5.
- If you use the Order Orchestration integration, the recipient customer for a store pickup or ship-for-pickup order is the store code and store name of the store location where the customer will pick up the order.