Configuring order entry rules

Use the Order Entry Rules wizard to set up configuration choices for the Order Entry user interface for your order entry process in the call center application.

1. Navigate to the Order Entry Rules wizard. To navigate to the Order Entry Rules wizard, perform the following steps:
   1. Log in to Sterling™ Business Center as an Enterprise Administrator. The Business Center home page opens.
   2. Click System Setup. The System Setup home page opens.
2. Expand the Call Center For Commerce Administration menu, and click Order Entry Rules.

   The Order Entry Rules wizard opens.

3. Select the Enable Customer Identification During Order Creation Flow check box to enable customer search during order creation. If you do not select the check box, the call center user will not able to associate a customer with the order.
4. If you have enabled customer identification during the order creation flow, select one of the following options:
   • Show Customer Identification Page as the First Page - Click this option to open the Customer Identification window as the first window in the call center application during order creation.
   • Show Item Identification Page as the First Page - Click this option to open the Item Identification window as the first window in the call center application during order creation.
   Note: You can also use this rule during return order creation. If the customer details are not available when creating an exchange order, this rule determines whether the Customer Identification window must be opened before or after the Item Entry window.
5. Perform one of the following actions:
   • Click Save And Continue. Your changes are saved, and the next panel of the wizard opens.
   • Click Finish. Your changes are saved, and the System Setup home page opens.
   • Click Cancel. A confirmation message is displayed indicating that any unsaved data will be lost. Click Yes to proceed without saving the changes. The System Setup home page opens.
6. Click one of the following options to select the default fulfillment option to be used in the call center application when adding items to an order.
   • Default Pick Up - Select this option to set Pick Up as the default fulfillment option.
   • Default Shipping - Select this option to set Shipping as the default fulfillment option.
7. Perform one of the following actions:
   • Click Previous. The previous panel of the wizard opens. If you have made changes in the current panel, a confirmation message is displayed indicating that your changes are not saved. Click Yes to go to the previous panel of the wizard.
   • Click Save And Continue. Your changes are saved, and the next panel of the wizard opens.
   • Click Finish. Your changes are saved, and the System Setup home page opens.
   • Click Cancel. A confirmation message is displayed indicating that any unsaved data will be lost. Click Yes to proceed without saving the changes. The System Setup home page opens.
8. Select either or both the check boxes to set up tax options in the call center application for a business customer, consumer customer, or both during order creation:
   • Enable Tax Options for Business Customer - Select this check box to enable tax options for business customers in the call center application.
   • Enable Tax Options for Consumer Customer - Select this check box to enable tax options for consumer customers in the call center application.
9. Perform one of the following actions:
   • Click Previous. The previous panel of the wizard opens. If you have made changes in the current panel, a confirmation message is displayed indicating that your changes are not saved. Click Yes to go to the previous panel of the wizard.
   • Click Save And Continue. Your changes are saved, and the next panel of the wizard opens.
   • Click Finish. Your changes are saved, and the System Setup home page opens.
   • Click Cancel. A confirmation message is displayed indicating that any unsaved data will be lost. Click Yes to proceed without saving the changes. The System Setup home page opens.
10. Select the Display Unit of Measure check box to display the unit of measure for items in the call center application.
11. Click one of the following options to set focus in the appropriate field in the call center application when items are added to an order in the Line Entry window:
    • Focus On Next Editable Field - Select this option to shift the focus of the cursor to the next editable field if you want to force the call center application users to enter the quantity for each item of an order. This option is useful when the order lines of an order have multiple quantities.
    • Focus On Next Item ID Entry Field - Select this option to shift the focus of the cursor to the next Item ID field. Select this option only if the order lines in the call center application have a single unit per order line.
12. Perform one of the following actions:
    • Click Previous. The previous panel of the wizard opens. If you have made changes in the current panel, a confirmation message is displayed indicating that your changes are not saved. Click Yes to go to the previous panel of the wizard.
    • Click Save And Continue. Your changes are saved, and the next panel of the wizard opens.
    • Click Finish. Your changes are saved, and the System Setup home page opens.
    • Click Cancel. A confirmation message is displayed indicating that any unsaved data will be lost. Click Yes to proceed without saving the changes. The System Setup home page opens.
13. Perform the following actions to configure the item association rules and relationship types to be displayed in the Order Entry window of the call center application:
    • In the Maximum number of associations to show in the UI field, enter the number of association items that you want to display for a product in the application.
    • For an association type, select the Show in UI check box to display the product items for the association type in the Related Items panel or window.
    • From the Item Association list, select the appropriate item association corresponding to an association type. For example, select Replace to the replace the original item with the associated item.
    • Select the Check Inventory check box to ensure that the call center application checks inventory availability 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 window.

      If the check box is not selected, the associated item will be displayed in a panel or window regardless of the inventory availability.

    • From the Relationship Type list, select the relationship type to be used when adding product items as related items in the call center application
    • From the Provided service Association Type menu, select the association type for provided services.
14. Perform one of the following actions:
    • Click Previous. The previous panel of the wizard opens. If you have made changes in the current panel, a confirmation message is displayed indicating that your changes are not saved. Click Yes to go to the previous panel of the wizard.
    • Click Finish. Your changes are saved, and the System Setup home page opens.
    • Click Cancel. A confirmation message is displayed indicating that any unsaved data will be lost. Click Yes to proceed without saving the changes. The System Setup home page opens.