Configure Order Entry Rules

Channel Applications Manager provides an Order Entry Controller Wizard that enables you to configure the Order Entry user interface and the configuration choices for your order entry process.

1. From the Channel Applications Manager, select Configure Order Administration.
2. Under Configure Order Administration, select Configure Order Entry Rules. The Order Entry Rules screen displays the current configuration choices for order entry.
3. To change the current or default order entry configuration, click Change Configuration. As you make decisions, the wizard displays information in two panels: the left panel displays the current decision choices you can make and the right panel displays a summary of all of the configuration choices you have made.
4. Select the screen on which you want to start the order entry task. To display the Customer Identification screen first during order entry, select the Show Customer Identification Step First option. To display the Item Entry screen first during order entry, select the Show Item Entry Step First option.

   (This rule can also be used during return creation. If the customer details are not available when creating the exchange order, this rule can be used to determine whether the Customer Identification screen should be displayed before or after the Item Entry screen.)

5. In the Provide a default name to be used during order creation field, enter a name for the draft order. This name is automatically populated in the Confirm pop-up window that is displayed when a user attempts to close the Order Entry screen before completing the process of order creation.
6. Click Next.

   You are then prompted to indicate the type of Customer Search screen that should be displayed when identifying customers.

7. Select the Display Advanced Customer Search Screen option to display the advanced customer search screen.
8. Select the Display Address Search Screen option to display the address search screen.
9. Select the Display Basic Customer Search Screen option to display the basic customer search screen.
10. Click Next.

    If you select the Display Advanced Customer Search Screen option and click Next, you can select the appropriate tax options for a customer.

11. Click Next.

    You are prompted to specify the type of customer search you want to perform.

12. Click Next.

    You are then prompted to indicate the type of customer search you want to perform when identifying customers.

    When users perform a customer search using an existing address, by default, both consumer customers and business customers are listed. You can indicate whether you want to include or exclude business customers from searches using the existing addresses.

13. Select the Enable Business Customer Search box, to enable search for business customers.
14. Select Consumer to search for consumer customers by default. Select Business to search for business customers by default.
15. Click Next.

    In this screen, you can choose to display the large order entry screen. It is designed to handle large numbers of order lines.

16. Select the Always display large order entry screen option to display the large order entry screen always.
17. Select the Display large order entry screen when the number of order lines is option and enter the number of order lines after which the large order entry screen needs to be displayed. If the number of order lines exceeds the preconfigured number and if more order lines are added to the order, the large order entry screen is displayed.
18. Select Never display large order entry screen, to not display the large order entry screen.
19. Click Next.

    You are then prompted to indicate the fulfillment methods that need to be displayed and also the default fulfillment method for items on the order.

20. Select the Display Shipping and Delivery Fulfillment Options Separately box to display delivery and shipping as separate fulfillment options.
21. Select any one of the following options when entering items on an order:
    • If you want to enable pick up as the default option, choose the 'Default Pick Up' option.
    • If you want to enable shipping as the default option, choose the 'Default Shipping' option.
    • If you want to enable delivery as the default option, choose the 'Default Delivery' option. This option is enabled only if you check the Show Delivery as Separate Fulfillment Method box.
22. Click Next.

    You are then prompted to choose the columns to be displayed in the line entry screens.

23. Select the check boxes against the columns that you want to be displayed in the user interface for order line entries.
24. You can also configure where the focus of the cursor should shift to after adding an item to an order in the Add Item screen:
    • Select the Focus on the next Item ID entry field option to shift the focus of the cursor to the next Item ID field. This option should be selected when most of the order lines have a single unit per order line.
    • Select the Focus on the next enterable field (usually Quantity) option to shift the focus of the cursor to the next editable field. This option should be selected if you want to force the call center and store representatives to enter the quantity for each of the items entered in the order. This option is useful when the order lines have multiple quantities.
      Note: If you have configured the screen to shift the focus of the cursor to the next editable field (usually Quantity) after adding an item to the order, and also configured the screen to not display the Line Quantity column in the line entry step, the Quantity is defaulted to one, but is not displayed to the user.
25. Select any of the following options to configure the number of blank order line panels to be displayed in the Add Items screen.
    • Select the Set number of line panels to 3 (Default) option if you want three blank order line panels to be displayed in the Add Items screen.
    • Select an appropriate value from the Set number of line panels to drop-down list if you want to display one or more blank order lines to be displayed in the Add Items screen. The values available in the drop-down list are 1, 2, 3, 4, and 5.
26. Click Next.
27. You can now configure to display the related items as a panel on the line entry screen or as a separate pop-up.
    • Select A Panel On The Line Entry Screen option to display the related items as a panel.
    • Select A Pop-up Window option to display the related items as a pop-up window.
28. Click Next.

    You are then prompted to configure the item association types that you want to display on the Order Entry screen.

29. To configure item association rules and relationship types:
    • Select the Show in UI check box to display the product items for that association type in the related items panel or pop-up.
    • From the Item Association drop-down list, select one of the following options:

      - Relate Item: In the Related Items pop-up window or the Related Items panel in the Add Items screen, if the user selects an item with the corresponding association type, the item will be added as an associated item of the original item in the order.

      - Replace Item: In the Related Items pop-up window or the Related Items panel in the Order Entry screen, if the user selects an item with the corresponding association type, the original item will be replaced with the associated item.

    • Select the Check Inventory check box to perform availability checks for the associated product item. If the inventory for the associated item is not available, the associated item will not be displayed in the related items panel or pop-up. If the check box is not selected, the associated item will be displayed in the panel or popup regardless of whether the inventory is available or not.
    • Select the relationship type to be used when adding product items as related items.

      To configure relationship type for a service association, select the relationship type to be used when adding provided services as related services.

30. Click the Finish button to close the Order Entry Controller wizard and save your settings.