Account
Order History
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Widget Modes -
Management Console Settings -
SmarterCommerce Configuration Settings -
Web User Permissions
Sample Views
1- Shopping History
2- Order Advanced Filter
3- Shopping History Products Display
4- Shopping History Products Display - With Product Image
5- Product Search Assistant
6- Product Advanced Filter
7- Order Detail - List Display Mode
When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode. This is an example of list mode.
Modify Order - There are several qualifications that are considered before order modifications are permitted such as:
- document type restriction - please see Management Console manual
- web account permissions - please see Management Console manual
- insert new line status - please see Management Console manual
- existing lines status code - please see JDE P4210 processing option
- orders paid using PayPal payments (including PayPal Credit) cannot be modified
- orders with configured items cannot be modified and configured items cannot be added during order modification
- orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.
Further, there are several pieces of information that may be modified for an existing order as outlined below:
Sales Header:
- delivery instructions
- show prices on packing slip flag
- customer ref #
- comments (according to constant Sales Constants -> Comments Level)
Sales Detail:
- comments (according to constant Sales Constants -> Comments Level)
- ship to address
- shipping method
- delete lines
- add lines (including kits - added with default components, but can be edited)
- change quantities (+/-) for item(s) - including kits
- UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
- requested date - including kits
Payments:
- Payments will only be available when amount due > 0
Email Confirmation:
- When an modification is made an email confirmation will be sent that will include kit information as needed
Convert to Quote - When a quote is created using an existing order the following considerations are made:
- Canceled lines are included only if canceled lines are configured to be displayed
- Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
- Ship to address overrides and kit component adjustments are preserved in the newly created quote
- Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote
Return Products - There are conditions that must be met before a credit/return order can be entered:
- SPC must be granted for Credit Orders
- Management Console Credit Order version cannot be blank
- Web Account must be granted permission Credit Orders permission
- Freight, discount and tracking lines are not eligible for return and will not be displayed
- For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console
- For item that were originally shipped - ship date must not by older than the number of days defined in Management Console
- For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console
- Only shippable quantity can be returned. Quantity in backorder status cannot be returned
- Configured items cannot be returned
8- Order Detail - Tabular Display Mode
When reviewing order details the user may also have the options to modify, convert to quote, return products, and add all items to cart available to them. The user may see order detail in list or tabular mode. This is an example of tabular mode.
Modify Order - There are several qualifications that are considered before order modifications are permitted such as:
- document type restriction - please see Management Console manual
- web account permissions - please see Management Console manual
- insert new line status - please see Management Console manual
- existing lines status code - please see JDE P4210 processing option
- orders paid using PayPal payments (including PayPal Credit) cannot be modified
- orders with configured items cannot be modified and configured items cannot be added during order modification
- orders placed without shipment information (via JDE or POS cash & carry orders) will not be eligible for modification through CMS. Therefore, only those orders that have shipping information in table FQ67496 are eligible for modification.
Further, there are several pieces of information that may be modified for an existing order as outlined below:
Sales Header:
- delivery instructions
- show prices on packing slip flag
- customer ref #
- comments (according to constant Sales Constants -> Comments Level)
Sales Detail:
- comments (according to constant Sales Constants -> Comments Level)
- ship to address
- shipping method
- delete lines
- add lines (including kits - added with default components, but can be edited)
- change quantities (+/-) for item(s) - including kits
- UOM (according to constant Ecommerce Constants ->Define Unit Of Measure Behavior) - including kits
- requested date - including kits
Payments:
- Payments will only be available when amount due > 0
Email Confirmation:
- When an modification is made an email confirmation will be sent that will include kit information as needed
Convert to Quote - When a quote is created using an existing order the following considerations are made:
- Canceled lines are included only if canceled lines are configured to be displayed
- Free goods, basket reprice lines, comments and override prices are not preserved in the newly created quote
- Ship to address overrides and kit component adjustments are preserved in the newly created quote
- Restricted, obsolete, or items not available in the Store branch plants cannot be added to newly created quote
Return Products - There are conditions that must be met before a credit/return order can be entered:
- SPC must be granted for Credit Orders
- Management Console Credit Order version cannot be blank
- Web Account must be granted permission Credit Orders permission
- Freight, discount and tracking lines are not eligible for return and will not be displayed
- For items that were originally shipped - line status must be greater than or equal to the max editable status in the ship version P4210 defined in the Management Console
- For item that were originally shipped - ship date must not by older than the number of days defined in Management Console
- For items that were originally cash and carry (not shipped) - order date must not be older than the number of days defined in the Management Console
- Only shippable quantity can be returned. Quantity in backorder status cannot be returned
- Configured items cannot be returned
9- License Denied
Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:
- Yes - Allow and display foreign currency. For customers currency will pull from the customer master. For consumers the currency will pull from the default customer assigned in the Management Console.
- No - Do not allow or display foreign currency
Determines if tax is calculated in historical searches. For Customers working with Tax included it is recommended to configure the setting On. Please note performance may be impacted when this setting is on to allow for calculations (for example during the export to Excel from Shopping History).
This setting applies for the Search and the Detail views as follows:
- Shopping History
- Search by Items
- Order Detail
- Invoice Detail
- Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
- Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
For Customers working with Tax included it is recommended to configure the setting On.
The Email Component engine can deliver emails in two basic modes:
Test Overrides email associated to user and sends all emails to one specific email address noted in Test mail field. Test mode should be in use while in a non-production environment
Live Sends emails to user associated with transaction. Live mode should be in use for production environment
Email headers older than this number of days will be removed by the scheduler job. Header information includes:
Document ID
Email Type
Sent Date
Resent Date
Recipient