New Order Lightbox
Use the New Order lightbox to help you enter the minimum amount of information needed by the Merchant to fill an order.
You can access this lightbox from a Customer record or a new order.
Accessing the New Order lightbox:
You can only create an order in a sales scope.
| 1. | Use the Scope selector to select the scope that you want to create the order in. |
The Create New Order button is now activated.
| 2. | Click the Create New Order button. |
The New Order lightbox is displayed with the Customer tab open.
Accessing the New Order lightbox from a Customer Record:
| 1. | Use the Scope Selector to select the scope that you want to work in. |
| 2. | Change the search filters as required. |
| 3. | Locate and double-click the customer that you want to create an order for. |
| 4. | In the Details panel toolbar, click the Create New Order button. |
The New Order lightbox is displayed with the Customer tab open and with the selected customer details inserted by default.
Exiting the New Order dialog:
| 1. | When you have entered all the information required by the New Order lightbox, click the Start Orderbutton in the toolbox, |
The lightbox saves the new order details and then closes, the Order Modification lightbox is then launched so that you can start to add products.
| 2. | If you want to exit without saving the new order, click Cancel. |
This will return you to the Order module, even if you started from the Customer module.
The following information is common to all tabs:
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Name |
Description |
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Customer |
Displays the name of the customer that the order is being placed for, when that customer has been specified. |
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Fulfillment Type |
Displays the order type (shipping, delivery, or pickup), of order being created but only after the order type has been specified. |
After the initial information has been entered (Customer and Fulfillment type), you can move from tab to tab.
The new Order lightbox consists of the following tabs, each corresponding to a step in the creation of a new Order:
Customer Tab
The Customer tab is displayed by default when the New Order lightbox opens. If not already selected, use this tab to select or change the customer that you are placing the order for. When you have selected a customer, the customer notes and a summary of the last order placed by that customer are also displayed.
The Customer tab contains the following controls and commands:
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Name |
Description |
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Search Column |
You can search for and select a customer. |
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Search drop-down |
Specify a search for the customers listing. Choices include the following: Search All, Last Name, Phone number, and Email. |
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Search field |
Specify a customer's last name. Depending on the Order module configuration, this searches for the specified name across all scopes or just the current scope. |
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Sort by drop-down |
Specify a sort order for the customers listing. Choices include the following: Last Modified Order, Date Created, Last Name, and Latest Logins. |
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Customer list |
Displays a list of customers corresponding to the search criteria. Here you can select a customer. When you select a Customer, all existing addresses for the selected customer are displayed. Here you can select a destination address. |
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Customer column |
Displays the selected customer and any customer notes. |
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Notes |
Displays any notes about the selected customer. |
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Add Customer button |
Launches the New Customer dialog. |
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Last Order column |
Displays a summary of the last order placed by the selected customer. |
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Toolbar |
Navigate through the New Order lightbox using the toolbar buttons. |
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Ship to store button |
Specifies that the order will be shipped to the specified store. This button is only available when:
Selecting this button opens the Order Location tab. |
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Shipping button |
Specifies that the order will be shipped to the specified customer. This button is only available when:
Selecting this button opens the Destination tab. |
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Delivery button |
Specifies that the order will be delivered to the selected customer address. This button is only available when:
Selecting this button opens the Destination tab. |
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Pick Up button |
Specifies that the order will be made available for the customer to pick up. This button is only available when:
Selecting this button opens the Order Location tab. |
For more information about customer records, see Search for Customers and Adding a Customer.
Destination Tab
The Destination Tab opens when you click the Shipping or Delivery button in the Customer Tab. You can specify which of the customer's addresses to use as the destination address. The address becomes active when you select a Delivery or Shipping option.
The Destination tab contains the following controls and commands:
|
Name |
Description |
|---|---|
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Customer's address book |
Displays a list of the customer's addresses. |
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List of customer addresses |
Contains a list of the customer's existing addresses. |
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Address column |
Displays the selected delivery address. |
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Add Address icon |
Opens the Add Address panel so that you can add a new customer address. |
|
Toolbar |
Contains buttons that you can use to easily navigate through the New Order lightbox. |
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Change Fulfillment Type |
Click to switch to the Customer tab so that you can choose another Fulfillment type (ship to store, shipping, delivery, or pick-up). |
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Select Order Location |
Click to switch to the Order Location tab to select the sales location that will process the order. Note: This button is only active when an address has been selected. |
Order Location Tab
You can use the Order Location tab to select the sales location where the order can be processed and to schedule the fulfillment, delivery, or pick up.
By default, when the tab opens, the Search column, which contains three tabs, opens at the Scope tab with a scope tree opened at the current scope. (Your Orchestration Console Administrator, however, can configure another of the three tabs to open first.)
The Order Location tab contains the following controls and commands:
|
Name |
Description |
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Search column |
Contains three tabs that you can use to search for an order location in three different ways (Scope, Search (by name), and Store Locator ). |
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Scope tab |
Presents a Search scope field and a Scope tree. By default, the Order Location tab opens with this tab open at the current scope (the scope you were in when you selected the Create Order button. |
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Search scope field |
Enter the name or partial name of a scope and the system presents a selection of scopes corresponding to the search string. Clicking a selection opens the scope in the scope tree and lists the associated sales locations in the location column. |
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Scope tree |
The Merchant's business model in tree form. You can click through the Scope tree to find a convenient location where the order can be processed. Note that a sales location can only be associated with a sales scope or a dependent sales scope, not with a virtual scope. |
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Search tab |
Presents a Search Location field and displays a location picker based on scope. |
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Search location field |
Enter the name of a location and the system displays the country, region, city and status of the location in the bottom field. |
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Location picker |
Displays a location picker where locations are selected and appear in the Location column as the user clicks through the picker (country, region, city, and status). |
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Store Locator tab |
Provides a search field which you can use to enter search criteria (a country, region, or city, for example) to search for a physical store location to process your order. Note: Virtual store locations are not available from the store locator tab. |
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Location column |
Display or select from a list of locations associated with the selected scope or meeting the search criteria. Note: For Virtual store locations, there is no scheduled fulfillment or hours of operation to display in the location column. |
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Sort by drop down |
Sort the list of locations by store name or store number. |
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Location list |
Displays a list of Physical and Virtual store locations that are associated with the current scope. Note: Virtual locations are only displayed in the list if they are defined in the current scope. |
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Selected location details column |
Displays information about the selected order location and you can schedule the delivery, if necessary. |
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Selected Order Location |
Indicates the name and number of the selected order location. |
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Ship Order to this store drop down |
Select the store that you want to ship the order to. The drop down contains a list of physical stores that are associated with the scope of the order location, and support the fulfillment type. Note: This option is only available when Order type Ship to store has been selected. |
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Fulfill order from this location drop down |
Select the physical store or warehouse location that you want to use to fulfill the order. The drop down contains a list of physical stores or warehouse locations that are associated with the scope of the order location, and support the fulfillment type. Note: The Assign Automatically option applies order routing logic to automatically select the store or warehouse that should fulfill the order. |
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Scheduled Fulfillment section |
Schedule the fulfillment of the order. |
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Icons |
Indicates the status of the location and the locations delivery or pick-up services according to the settings in the Store Details panel (Operating Status tab). The appearance of the icons can include the following:
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As soon as possible |
Selects the next available date and time for delivery. |
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Specific Date and Time |
Opens the Schedule fulfillment dialog box or panel with available times highlighted. |
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Edit Date and Time |
Links to the Schedule Fulfillment dialog box or panel so that you can manually select a date and time for delivery. |
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Delivery Status |
Displays the status of Delivery service and any issues that might impact the availability of the Delivery service. If a reason and duration has been specified, a tooltip explanation appears when hovering over the status icon. |
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Pick-Up Status |
Displays the status of Pick-up service and any issues that might impact the availability of the Pick-Up service. If a reason and duration has been specified, a tooltip explanation appears when hovering over the status icon. |
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Current Store Time |
Displays the current time at the selected order location in two formats, local time and the Universal Time Coordinated (UTC) time at the location. |
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Delivery Quote Time |
Delivery Quote Time is available if configured for the order location, the expected wait time for deliveries is also displayed. When delivery delays are expected, an hour glass icon is displayed. |
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Delivery Hours |
Displays the pick-up, delivery or shipping hours (depending on the delivery type) and any exceptions defined for the location. |
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Toolbar |
Contains buttons that you can use to easily navigate through the New Order lightbox. |
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Change Address button |
Switches to the Destination tab so that you can reselect the shipping or delivery address. |
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Start Order button |
Saves the new order details and launches the Order Modification lightbox so that you can add products. |
Order Language
The Order Language determines the language that certain order details are displayed in. For example, the line item information.
The Order Languagedrop-down selector contains a list of all catalog languages of the scope associated with the order location.
When only one catalog language option exists, the drop-down is removed and the Order Language is presented as text.
The selected value is resolved as follows:
| • | The preferred communication language of the customer is selected by default. |
| • | When the preferred communication language of the customer is not set, or is not included as a catalog language of the scope, the default catalog language is selected. |
| • | When an order is created using the wizard, it is associated with the selected language culture. |
When creating a new order, the Order Language drop-down selector is disabled in a default "N/A" state until a store has been selected. When editing an existing order, the Order Language drop-down selector is enabled.
REFERENCES
| • | Creating Orders |