Accessing Back Office Special Order Maintenance

1. Select the Back Office option.

2. After logging in to the Back Office, select the Customer option from the Back Office Main Menu and press Enter.

   Figure 18-2 Back Office Main Menu - Customer Option

   
   

   

   
   

   Note:

   You can also press the number or letter associated with the menu option on the keyboard to access the function.

3. Select the Special Order Account Maintenance option and press Enter.

   Figure 18-3 Customer Menu - Special Order Account Maintenance

   
   

   

   
   

4. Oracle Retail Xstore Point of Service displays the Special Order Search form, prompting for search criteria. Enter the criteria you want to use for finding a Special Order record and select Process.

   Figure 18-4 Special Order Search Form

   
   

   

   
   

   • If you enter a Special Order ID, Oracle Retail Xstore Point of Service displays that Special Order record if the ID exists and if it is unique.

   • Your search criteria may result in multiple records being found. Your system may also be set up to display the accounts list even when only one record is found. You must select the record you want from the list and then press Enter.

Oracle Retail Xstore Point of Service displays the Special Order screen for the selected record.

Figure 18-5 Special Order Screen

The Special Orders screen contains the following information:

• Static Information Area

• Customer Information

• Order Totals

• Special Order Tab Information

Static Information Area

The upper portion of the screen shows the summary information for the Special Order account, including its status and customer contact information. This panel is always displayed when viewing any of the tabs on this screen.

Customer Information

The customer information area displays:

• Sold To: The purchasing customer's name and address information.

• Company: The purchasing customer's company, if applicable.

• Email: The purchasing customer's email address.

• Phone: The purchasing customer's telephone number(s).

• Ship To: The name and address information to ship to.

Order Totals

The order totals information displays:

• Subtotal: The order subtotal (the shipping fee amount is not included in the subtotal).

• Fees: Additional cost associated with the order.

• Tax: The tax on the order.

• Total: The total for the order (the shipping fee amount is included in the total).

• Balance Due: The amount due for the order.

Special Order Tab Information

Detailed Special Order information is presented on three tabs, Items, Activity, and Comments. You can navigate between the tab sections by using the Previous Tab and Next Tab menu options. Each tab contains specific information about the customer's Special Order account.

• Items Tab: Shows the item information for the Special Order account.

• Activity Tab: Shows the activity information for the Special Order account.

• Comments Tab: Shows any comments associated with the Special Order account.

Items Tab

The Items tab contains the following information:

Figure 18-6 Items Tab Information

• Status: The status of the item (Open, Received, Ship, Picked Up, Cancelled, Cancelled to Escrow).

• Item ID: The item identifier.

• Item Description: The item description.

• Quantity: The item quantity.

• Ext. Price: The extended price for the item (price x quantity).

Activity Tab

The Activity tab contains the following information:

Figure 18-7 Activity Tab Information

• Date: The date the Special Order activity took place.

• Type: The Special Order activity type associated with the amount of the activity.

• Activity: The action performed.

• Item ID: The item identifier.

• Amount: The amount for the associated type of activity on the account.

• Store: The store identifier where the Special Order activity took place.

• Reg: The register identifier where the Special Order activity took place.

• Tran ID: The transaction identifier for the Special Order activity.

Comments Tab

The Comments tab contains the following information:

Figure 18-8 Comments Tab Information

• Created Date: The date this comment was added to this Special Order account record.

• Created By: The identifier for the employee who created the comment.

• Comment: The text that was entered.

Note:

You can also add a new comment for this Special Order account record when viewing this tab. Select the Add Comment option, type a comment, then press Enter. Xstore adds the new comment to the Special Order account record.