Table of Contents

• Title and Copyright Information
• Preface
• System Control Values
• 1 Getting Started
  • Modern View and Contact Center Overview
    • Synchronizing Data between Order Administration Classic View and Modern View
    • General Features
    • Modern View Configuration
  • Advance to Modern View
    • Advancing to Modern View from Classic View
    • Direct Link to Modern View
    • Settings
    • Task Notification Window
    • Logging Out
  • Home
    • Home Page Options
    • Fields on the Home Page
  • Select Company
    • Select Company Options
    • Fields on Select Company
  • Preferences
    • Preferences Options
    • Fields on Preferences
  • Keyboard Shortcuts
• 2 Dashboards
  • Sales Summary
    • Sales Summary Options
    • Fields on Sales Summary
  • Operations Summary
    • Operations Summary Options
    • Fields on Operations Summary
  • Held Order Summary
    • Held Order Summary Options
    • Fields on Held Order Summary
  • Pending Order Summary
    • Pending Order Summary Options
    • Fields on Pending Order Summary
• 3 Contact Center
  • Held Orders
    • Held Orders Options
    • Fields on Manage Held Orders
  • Pending Orders
    • Pending Orders Options
    • Fields on Pending Orders
  • Rejected Deposits
    • Manage Rejected Deposits Options
    • Fields on Manage Rejected Deposits
  • Error Orders
    • Error Orders Options
    • Fields on Error Orders
  • 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
  • Customers
    • Create Customer
    • Customer Information Panel
      • Customer Information Panel Fields
    • Edit Customer Information
      • Edit Customer Information Options
      • Fields on Edit Customer Information
    • Customer Order List
      • Customer Order List Options
      • Fields on Customer Order List
    • Customer Items List
      • Customer Items List Options
      • Fields on Customer Items List
    • Customer Purchase History List
      • Customer Purchase History List Options
      • Fields on Customer Purchase History List
    • Customer Loyalty List
      • Customer Loyalty List Options
      • Fields on Customer Loyalty List
    • Additional Customer Data Options
      • Alternate Customer Number
      • Customer Tax Details
      • Email Addresses
      • Customer Memberships
      • Loyalty
      • Notes
      • Profiles
      • Request Catalog
      • User Defined Fields
• 4 Orders
  • Order Creation
    • Order Entry Options
    • Customer Search (Order Entry Step 1)
    • Customer Information (Order Entry Step 2)
    • Items (Order Entry Step 3)
    • Order Summary Panel
    • Shipping (Order Entry Step 4)
    • Review (Order Entry Step 5)
    • Payment (Order Entry Step 6)
    • Submit Order (Final Step)
    • Fields in Order Entry
  • Order Display and Edit
    • Order Summary
      • Order Summary Options
      • Fields on Order Summary
      • Order Line Details
        • Order Line Details Options
        • Fields on Order Line Details
      • Order Line Activity
        • Order Line Activity Options
        • Fields on Order Line Activity
      • Discount Order Line
        • Price Override Limit Percent
        • Display Order Line Discount Message (F01)
        • Discount Order Line Options
        • Fields on Discount Order Line
      • Cancel Order Line
        • Order Orchestration and Item Cancellation
        • Canceling Membership Items
        • Cancellation Email
        • Cancel Order Line Options
        • Fields on Cancel Order Line
      • Edit Additional Order Details
        • Edit Additional Order Details Options
        • Fields on Edit Additional Order Details
      • Order Holds
        • Order Hold Reasons Overview
        • Authority to Release Order Hold Reasons
        • Order Holds Options
        • Fields on Order Holds
      • Order Error Handling
      • Broker Details
        • Broker Details Options
        • Fields on Broker Details
      • Pick Tickets
        • Pick Tickets Options
        • Pick Tickets Fields
      • Drop Ship Details
        • Drop Ship Details Options
        • Fields on Drop Ship Details
    • Order Activity
      • Order Activity Options
      • Fields on Order Activity
    • Messages
      • Fields on Messages
    • Returns/Refunds
      • Refunds
      • Returns and Exchanges
      • Returns/Refunds Options
      • Returns via Oracle Retail Collect and Receive Foundation Cloud Service
      • Fields on Returns/Refunds
    • Invoices
      • Consolidated Invoice?
      • Invoices Options
      • Fields on Invoices
      • Invoice Detail
        • Invoice Options
        • Fields on Invoice
  • Maintaining an Order
  • Pre-Order Quotes
    • Pre-Order Quote Options
    • Pre-Order Quote Fields
  • Additional Charges
    • Types of Additional Charges
    • Negative Additional Charge Limit
    • Restricting the Additional Charge Amount
    • Additional Charges Options
    • Fields on Additional Charges
  • Personalization
    • Personalization Information
      • Personalization Overview
      • Personalization Information Options
      • Fields on Personalization Information
    • Add Personalization
      • Add Personalization Options
      • Fields on Add Personalization
    • Edit Personalization Information
      • Edit Personalization Information Options
      • Fields on Edit Personalization Information
  • Messages and Notes
    • Order Messages
      • About Default Messages
      • About Message Types
      • Ship-To Messages
        • Ship-To Messages Options
        • Fields on Ship-To Messages
      • Order Line Messages
        • Order Line Message Options
        • Fields on Order Line Message
    • Order Notes
      • Order Notes Options
      • Fields on Order Note
  • Manage Items
    • Add Item to an Order Line
      • Add Item Options
      • Fields on Add Item
    • Edit Order Line
      • Price Override Limit Percent
      • Edit Order Line Options
      • Fields on Edit Order Line
    • Return Order Line
      • Return Order Line Options
      • Fields on Return Order Line
    • Item SKU Information
      • Item SKU Information Options
      • Fields on Item SKU Information
    • Select Coordinate Items
      • Select Coordinate Items Options
      • Fields on Select Coordinate Items
    • Select Variable Set Items
      • Select Variable Set Items Options
      • Fields on Select Variable Set Items
    • Inventory Information
      • Inventory Information Options
      • Fields on Inventory Information
    • Inventory Information (Edit Search Criteria)
      • Edit Inventory Information Search Criteria Options
      • Fields on Inventory Information (Edit Search Criteria)
    • Inventory Information (Merchandise Locator)
      • Merchandise Locator API
      • Inventory Information (Merchandise Locator) Options
      • Fields on Inventory Information (Merchandise Locator)
  • Unlock Order
    • Unlock Order Options
    • Fields on Unlock Order
  • Manage Ship-To
    • Cancel Ship-To
      • Canceling Brokered Orders
      • Cancellation Updates
      • Reopening a Canceled Order
      • Cancel Ship-To Options
      • Fields on Cancel Ship-To
    • Edit Order Ship-To Address
      • Edit Order Ship-To Address Options
      • Fields on Edit Order Ship-To Address
    • Edit Ship-To Information
      • Edit Ship-To Information Options
      • Fields on Edit Ship-To Information
    • Return Ship To
      • Return Ship-To Options
      • Fields on Return Ship-To
    • Ship-To Address Book
      • Ship-To Address Book Options
      • Ship-To Address Book Fields
    • Multiple Ship-To Address
      • Multiple Ship-To Address Options
      • Multiple Ship-To Address Fields
    • Create Misship
      • Creating a Misship
      • Create Misship Options
      • Fields on Create Misship
  • Payments
    • Payment Method Details
      • Payment Method Details Options
      • Fields on Payment Method Details
    • Add Payment
      • Add Payment Options
      • Fields on Add Payment
    • Edit Payment
      • Edit Payment Options
      • Fields on Edit Payment
    • Add Authorization
      • Add Authorization Options
      • Fields on Add Authorization
    • Authorization Response
      • Online Authorization Processing
      • Authorization Response Options
      • Fields on Authorization Response
    • Cardholder Details
      • Cardholder Details Options
      • Fields on Cardholder Details
    • Check Gift Card Balance
      • Check Gift Card Balance Options
      • Fields on Check Gift Card Balance
• 5 System Operations
  • Payment Configurations
    • Payment Configurations Options
    • Fields on Payment Configurations
    • CyberSource Configuration Requirements
    • Adyen Configuration Requirements
    • EFTConnect Response Code Table
  • Enterprise Data Import History
    • Enterprise Data Import History Options
    • Fields on Enterprise Data Import History
  • Batch Job Statistics
    • Batch Job Statistics Options
    • Fields on Batch Job Statistics
  • Manage External Application Access
    • Manage External Application Access Options
    • Fields on Manage External Application Access
  • Narvar Order Export Errors
    • Narvar Order Export Errors Options
    • Fields on Narvar Order Export Errors
  • Tax Files Upload
    • Tax Files Upload Options
    • Tax Files Upload Fields
• Glossary
• About the Application