Select gift options

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Sometimes customers might want products to be delivered as gifts. In such situations, users must be able to select the appropriate gift options while capturing the order.

Solution

To view the gift options, a user can click the "Go to Gift Options" button on the Fulfillment Summary screen in the order entry flow. The Gift Options screen is displayed.

The 'Go to Gift Options' button in the Fulfillment Summary screen is enabled only if the YCD_ENABLE_GIFT_SHIPMENT or YCD_ENABLE_GIFT_PICKUP rules are enabled for the products of an enterprise.

When the Gift Options screen loads, the following APIs are called:
  • The getRuleDetails API is called to verify if the YCD_ENABLE_GIFT_SHIPMENT and YCD_ENABLE_GIFT_PICKUP rules are enabled. If both these rules are disabled, a message is displayed, which indicates that the gift options cannot be changed for the order.
  • The getCompleteOrderLineList API is called to get the order lines of the order.
The gift options are displayed based on the following rules:
  • YCD_ENABLE_GIFT_SHIPMENT: Only if this rule is enabled, the 'Gift this product' check box is displayed for the Shipping lines. Otherwise, this option is not allowed for the Shipping lines and the user cannot select the order line.
  • YCD_ENABLE_GIFT_PICKUP: Only if this rule is enabled, the 'Gift this product' check box is displayed for the Pick Up lines. Otherwise, this option is not allowed for the Pick Up lines and the user cannot select the order line.
Only when the user selects an order line, the gift options are displayed. When a user marks a product as gift in the user interface, the option to gift wrap the product and the gift message field are enabled. The following status modification rules govern the display of the gift options:
  • Gift this product: The 'Gift this product' check box is enabled only if the CHANGE_GIFT_FLAG status modification rule is allowed at the line level for the order line status. If this rule is disabled, the order lines cannot be selected.
    • Gift wrap this product: Only if the YCD_ALLOW_GIFT_WRAP rule is enabled, the 'Gift wrap this product' check box is displayed. Further, the option is enabled or disabled based on the following factors as well.
      • The product must allow gift wrapping.
      • The ship node must allow gift wrapping.
    • Gift message: The "Gift message" field is enabled only if the INSTRUCTION status modification rule is allowed at the line level for the order line status.
Handling gift options for bundle products:

For bundle products of type "Ship Independent" or "Deliver Together", the components are displayed. When the user selects a "Ship Independent" or "Deliver Together" bundle parent product, the components are also selected. The changes that are applied to the parent order line are applicable to the components as well. However, for a "Ship Together" bundle product, the components are not displayed.

When the clicks the "Apply" button after entering the gift options, the gift options are applied to the selected order lines. The user can save the changes and stay on the same screen or go back to the Fulfillment Summary screen.
  • When the user chooses to save the changes, the modifyFulfillmentOptions API is called to apply the gift options to the order.
  • When the user chooses to go to the Fulfillment Summary screen, the getFulfillmentSummaryDetails API is called to load the updated fulfillment details.
Applying gift options to order lines has the following limitations:
  • The gift wrap permission is not verified for shipping order lines until they are in scheduled status because the ship node is not stamped on the order lines. This can be a limitation if a ship node does not support gift wrap options.
  • If multiple order lines are selected to apply gift options, then the preview is not defaulted with any options.
  • For bundle products of type "Ship Independent" and "Deliver Together", the gift options applied to the parent product are not applied to the components, if the components are not selected.

Implementation

To set up the gift options for products that are either shipped or picked up, enable the following rules.
  • Allow Gift Information For Item Being Shipped
  • Allow Gift Information For Item Being Picked
  • Allow Gift Wrapping
For more information, see the Sterling Business Center System Configuration.

You must enable the "Change Mark For" status modification rule to allow the user to modify the Pick Up recipient information. For more information, see the Configuring Distributed Order Management.

You must enable the "Gift Wrap Modification" status modification rule to allow gift wrapping. For more information, see the Configuring Distributed Order Management.

You must enable the "Gift Flag Modification" status modification rule to allow the user to mark a product as gift. For more information, see the Configuring Distributed Order Management.

You must enable the "Add Instruction" status modification rule to allow the user to enter a gift message. For more information, see the Configuring Distributed Order Management.

End-user impact

The user can specify the gift options for the products during order creation.