· 2020. 1. 11. · concepts of order power! i table of contents purpose of “concepts” of...

Concepts of

ORDER POWER!

Copyright

ORDER POWER! Version 4.0 Computer Solutions, Inc. 1991-2001 Concepts of ORDER POWER! Document Version 4.0 All Rights Reserved. Printed in the U.S.A. October 2001 Revised October 17, 2001

Computer Solutions, Inc. 6187 NW 167 Street Unit H33 Miami, Florida 33015 U.S.A. Telephone: (305) 558-7000 Fax: (305) 557-0003

iSeries 400 is a registered trademark of the IBM Corporation.

Concepts of ORDER POWER! i

Table of Contents

PURPOSE OF “CONCEPTS” OF ORDER POWER! ......................................................................... 1 THE END TO END SOLUTION (AND THE BASIS FOR CRM) ............................................................... 2 ORDER POWER!, THE INTEGRATED SYSTEM .............................................................................. 4

Order Fulfillment....................................................................................................................... 4 Order Entry............................................................................................................................ 4 Customer Service ................................................................................................................. 4 Authorization ......................................................................................................................... 4 Shipping ................................................................................................................................ 4

Mail List .................................................................................................................................... 4 Warehouse Management......................................................................................................... 4 Purchase Orders ...................................................................................................................... 4 Accounts Receivable................................................................................................................ 5 Sales and Source Analysis ...................................................................................................... 5 General Ledger ........................................................................................................................ 5 Accounts Payable .................................................................................................................... 5 Web Store................................................................................................................................. 5

ORDER POWER! – THE MULTI-COMPANY SYSTEM...................................................................... 6 Terminology.............................................................................................................................. 7

Order Types ........................................................................................................................ 10 Tender Types...................................................................................................................... 11

ORDER FULFILLMENT .................................................................................................................. 12 Status of Orders in the Fulfillment Cycle ............................................................................... 12

Customer Service Inquiry ................................................................................................... 14 Table of Order Status ......................................................................................................... 15

Order Entry............................................................................................................................. 16 Orders ................................................................................................................................. 17 Bids (Quotes) and Credit Memos ....................................................................................... 19 Order Entry Total Screen.................................................................................................... 19 Counter Sales ..................................................................................................................... 20 Web Store ........................................................................................................................... 21 3rd Party Orders................................................................................................................... 22 Item Search (in the call center)........................................................................................... 23

Pricing .............................................................................................................................. 24 Total Order Discounts...................................................................................................... 26 Shipping and Handling .................................................................................................... 27 Upsells, Cross Sells, and Substitution Groups ............................................................... 29

Upsells and Substitution Groups ................................................................................. 29 Cross Sells ................................................................................................................... 30

Order Entry Inquiries ....................................................................................................... 31 Extended Descriptions ................................................................................................. 32 Comment Codes .......................................................................................................... 33

Batch Balancing............................................................................................................... 34 Order Logs....................................................................................................................... 35 Hold Codes ...................................................................................................................... 36

Manual Assignment...................................................................................................... 36 Automatic Assignment Hierarchy................................................................................. 36

Kits, Assortments, Continuities, and Replenishments .................................................... 38 Kits................................................................................................................................ 39

Concepts of ORDER POWER! ii

Assortments ................................................................................................................. 39 Continuity Items............................................................................................................ 40 Replenishment Items ................................................................................................... 41 Drop Shipments............................................................................................................ 42 Scales........................................................................................................................... 43 Gift Certificates............................................................................................................. 44

Tables for Order Entry..................................................................................................... 45 Alert Classes ................................................................................................................ 47 Authorization Defaults .................................................................................................. 48 Cancel Codes............................................................................................................... 49 Correspondence Codes ............................................................................................... 50 Countries ...................................................................................................................... 52 Coupons ....................................................................................................................... 54 Cross Sell Groups ........................................................................................................ 56 Customer Classes........................................................................................................ 57 Hold Codes................................................................................................................... 59 Items............................................................................................................................. 60 Known Fraudulent Credit Cards .................................................................................. 68 Mailing List ................................................................................................................... 69 Media / Media Book ..................................................................................................... 71 Media/Book Override GL Classes ............................................................................... 73 Non-Business Days...................................................................................................... 74 Order Interface Company Profile ................................................................................. 75 Order Origins................................................................................................................ 77 PC Application Interface............................................................................................... 78 Personalization Codes ................................................................................................. 79 Pick Ticket Codes ........................................................................................................ 80 Pricing Groups.............................................................................................................. 81 Priority Codes............................................................................................................... 82 Return Codes ............................................................................................................... 83 Salespersons................................................................................................................ 84 Shipping Restriction Classes ....................................................................................... 85 Ship Via Codes............................................................................................................. 86 States (Provinces) ........................................................................................................ 88 Styles............................................................................................................................ 89 Substitution Groups...................................................................................................... 90 Tax Classes.................................................................................................................. 91 Tenders ........................................................................................................................ 92

Multi-Payment ......................................................................................................... 92 Term Codes.................................................................................................................. 93 Units of Measure .......................................................................................................... 95 User Reason Codes..................................................................................................... 97 Vendors ........................................................................................................................ 98 Warehouses ................................................................................................................. 99 Zip Codes ................................................................................................................... 101

Authorization ........................................................................................................................ 102 Manual Authorization ........................................................................................................ 102 Computer-to-Computer Credit Card Authorization........................................................... 103 Authorization Centers ....................................................................................................... 103

Customer Service................................................................................................................. 105 Order Header and Detail Maintenance............................................................................. 105 On-line Inquiries................................................................................................................ 105

Concepts of ORDER POWER! iii

Shipment Package Information ........................................................................................ 105 Notes ................................................................................................................................. 105 Return Authorizations ....................................................................................................... 106 FTC Compliance ............................................................................................................... 106 Customer Correspondence .............................................................................................. 107

Shipping................................................................................................................................ 108 Order Release and Pick Ticket Print ................................................................................ 108

Order Release Selection Criteria .................................................................................. 109 Pick Ticket Segments ....................................................................................................... 111 Bulk Pick Tickets............................................................................................................... 111 Picking by Location / Type................................................................................................ 111 Backorders ........................................................................................................................ 112 Reprint a Pick Ticket ......................................................................................................... 113 Void a Pick Ticket ............................................................................................................. 113 Adjusted Pick Ticket.......................................................................................................... 113 The Ship Confirmation Task ............................................................................................. 114 Backorders and Cancelled Orders ................................................................................... 114 Invoicing ............................................................................................................................ 115

MAIL LIST MANAGEMENT ........................................................................................................... 116 List Sharing .......................................................................................................................... 116 Address Hygiene .................................................................................................................. 116 Reduce Redundancy at Point of Entry ................................................................................ 117 Mailing List Maintenance ..................................................................................................... 120

Search Last Name ............................................................................................................ 123 Demographic Codes ......................................................................................................... 123 Label Request Codes ....................................................................................................... 124 Alert Class......................................................................................................................... 124 SIC Codes......................................................................................................................... 124 User Defined Fields .......................................................................................................... 124

Notes .................................................................................................................................... 125 Prospects.............................................................................................................................. 125

WAREHOUSE MANAGEMENT ...................................................................................................... 126 Quantities ............................................................................................................................. 126

Quantity On Hand ...................................................................................................... 126 Quantity On Customer Order ..................................................................................... 126 Quantity On PO.......................................................................................................... 126 Quantity On Pick ........................................................................................................ 126 Quantity On Customer Drop ...................................................................................... 127 Quantity Committed ................................................................................................... 127 Quantity Available ...................................................................................................... 127 Quantity Available to Commit..................................................................................... 127 Quantity On PO Drop ................................................................................................. 127 Net PO........................................................................................................................ 127

Multi Company ..................................................................................................................... 128 Warehouses and Locations ................................................................................................. 128

Zones ................................................................................................................................ 129 Storage Codes .................................................................................................................. 129 Shipper#s .......................................................................................................................... 129

Inventory Commitment ......................................................................................................... 131 Units Of Measure ................................................................................................................. 131 Two Step Cycle Count ......................................................................................................... 132 Inventory Effect Codes......................................................................................................... 133

Concepts of ORDER POWER! iv

Creating Custom Inventory Effect Codes......................................................................... 135 Costing ................................................................................................................................. 136 Directed Putaway ................................................................................................................. 136

ACCOUNTS RECEIVABLE............................................................................................................ 137 AR Posting ........................................................................................................................... 137 AR Transaction Types (Records) ........................................................................................ 138 The AR Menu ....................................................................................................................... 139

AR Menu Options.............................................................................................................. 139 Cash Report................................................................................................................... 140 AR Activity Report ......................................................................................................... 140 AR Aging Report............................................................................................................ 140 AR Statements............................................................................................................... 140 Deposit Report............................................................................................................... 141 AR Order Activity Report ............................................................................................... 141 AR Customer Activity Report......................................................................................... 141 Extended Pay Plan Options .......................................................................................... 141 Small Debt / Refund Report .......................................................................................... 142 Create Refunds.............................................................................................................. 143 Small Debt / Refund Write-Offs..................................................................................... 144 AR Reconciliation .......................................................................................................... 145 Unearned Revenue ....................................................................................................... 145

GENERAL LEDGER..................................................................................................................... 146 GL Standard Reports ........................................................................................................... 147 The ORDER POWER! GL account number ........................................................................ 147 Average Cost........................................................................................................................ 147 GL Flow ................................................................................................................................ 148 GL Tables ............................................................................................................................. 149

Company Profile ............................................................................................................... 149 GL Defaults ....................................................................................................................... 150 GL Item Classes and Media / Book Override GL Classes............................................... 151 Tender Type...................................................................................................................... 152 Inventory Effect Codes ..................................................................................................... 153 Warehouse........................................................................................................................ 154 Personalization GL Classes ............................................................................................. 155 GL Hierarchy..................................................................................................................... 156

General Ledger Interface ..................................................................................................... 157 SOURCE & SALES ANALYSIS...................................................................................................... 158

The Reporting Menu ............................................................................................................ 158 Reporting Options ................................................................................................................ 159 Commissions and Royalties................................................................................................. 160

THE COMPANY PROFILE ............................................................................................................ 161 ORDER POWER! SECURITY ................................................................................................... 204 INDEX..............................................................................................................................................I

Concepts of ORDER POWER! 1

Purpose of “Concepts” of ORDER POWER! Provide an overview of ORDER POWER!, including:

Features and functions Focusing on needs and set up issues

Integration of sub systems

Work flow

Preview tailoring options Define training requirements Jump start implementation


The End to End Solution (and the basis for CRM)

ORDER POWER! consists of a set of integrated software application modules designed to function in a B2C, B2B, Wholesale, Web Commerce, and Fulfillment environment. Base modules are:

. Order Entry

. Order Fulfillment

. Mail List Management

. Warehouse Management

. Accounts Receivable

. Sales and Source Analysis

. Purchase Order Management

. Forecasting

. Activity Tracking Optional modules: . General Ledger and Accounts Payable . Web Store . Credit Card Authorization (either batch or on-line pre-auth with batch settlement) . Graphical Presentation (templates from Computer Solutions, server from Seagull Software)

Concepts of ORDER POWER! 3 3rd party software: . Group1 for address hygiene . Manhattan Associates for LogPro, a native iSeries 400 manifesting system . Kewill for Clippership, a PC based manifesting system . Seagull Software for Graphical Presentation (browser based or as a Windows client) . Crystal Reports for Charts and Graphs . Tax Tables from Independent Systems, or Vertex . Fax Software (FastFax) All modules are integrated. Any action by a user will instantly be reflected throughout the system.

This document uses examples of both text based (green screen) and

graphical screens!


ORDER POWER!, the Integrated System

Order Fulfillment Order fulfillment consists of Order Entry, Customer Service, Order Authorization, and Shipping.

Order Entry Order Entry is taking an order from a customer and entering it into ORDER POWER!. It also includes the entry of credit memos (returns, exchanges), bids (quotes), counter sales, orders from 3rd parties, return authorizations (RAs), and ORDER POWER! web orders. The order entry program automatically calculates prices, discounts, shipping and handling charges, taxes, and miscellaneous charges.

Customer Service Customer Service handles all customer contact after the order has been entered. It includes the ability to fully document the history of the order.

Authorization Authorization is the function of approving orders before shipment.

Shipping Shipping refers to the releasing and picking of orders, confirming the shipment of picked orders, and generating the shipper manifests. Order Fulfillment integrates with these ORDER POWER! functions: Mail List, Inventory Management, Purchase Orders, Accounts Receivable, General Ledger, and Sales and Source Analysis.

Mail List Mail List is the ability to add, delete, and maintain customer names and addresses. Match code logic is used to minimize customer redundancy. Catalog requesters can be added, customer labels can be printed, and reports can be generated. Names can be segmented and pulled by a myriad of options for mailings.

Warehouse Management Warehouse Management dynamically tracks all quantities on hand, quantities on a customer order, quantities on the pick ticket, quantities committed to customer orders, quantities on a vendor purchase order, total available quantities, quantities available to commit, etc. Therefore, order takers can view current and projected product availability and advise customers accordingly. Purchasing personnel can make informed buying decisions.

Warehouse Management supports directed putaways. Inventory can be allocated and reserved or committed automatically during Order Entry. Orders automatically update inventory availability.

Purchase Orders PO’s can be manually created or automatically generated as a result of forecasting. Drop


shipment customer orders create vendor purchase orders and print drop ship documents.

Accounts Receivable Since Accounts Receivable is on-line, customer service and order entry can always view the current A/R status for any customer and customer statements-of-account can be selectively printed by customer. Monies (including credit cards) received with the order, credit the customer’s Accounts Receivable account and shipments debit Accounts Receivable. Accounts Receivable records can be entered, both on-line and in batch mode. ORDER POWER! provides lists of invoices to be paid, prompts the operator(s) for payment, displays account balances and aging statistics (before posting), posts entries, and performs customer account cleanup. Optionally, a full pay function is provided to apply a payment to multiple invoices automatically when the funds received exceeds the amount for a single invoice.

Sales and Source Analysis ORDER POWER! tracks the source of order and order origin information for each customer. An order history is maintained after shipment as long as required. Therefore, many customized reports can be printed as needed to meet the specific company demands. Most reports are generated from original order data. The reports can be formatted using the many selection options available.

General Ledger General Ledger is an optional module that readily integrates with standard Order Fulfillment modules. For example, all General Ledger accounts affected by sales and refunds, inventory, accounts receivable, adjustments, write-offs, discounts, etc. can be predefined and journal transactions are automatically posted to the appropriate accounts. Base ORDER POWER! can optionally create a file of G/L transactions that could be mapped into a 3rd party General Ledger. The base system allows the user to define all the necessary G/L accounts.

Accounts Payable A/P is an optional module that integrates with G/L, purchase order receiving and check refunds on customer orders. When advice is received from a vendor that a customer order has been shipped (for a drop ship item(s)), the purchase order can be received (closed), the payment can be booked into A/P, and the customer order can be tagged as shipped in one process.

Web Store The ORDER POWER! Web Store runs on the same iSeries 400 as the rest of the system. It uses the same catalog to create web pages that change whenever the ORDER POWER! database or rules change. There is no need to replicate the database. The Web Store uses the existing database to integrate Web order management and fulfillment in real-time.


ORDER POWER! – the Multi-company System ORDER POWER! supports 999 simultaneous companies on the same iSeries 400. Company 001 is required. Company 998 is usually used for training and trying (testing) ORDER POWER! rules and

preferences (profile options) Company 999 is reserved to apply release upgrades Each ORDER POWER! company has its own set of files (tables) and rules. ORDER POWER! companies can optionally share either the customer master file (mailing

list) or inventory or both. ORDER POWER! companies can optionally be consolidated in the General Ledger.

A user can switch between companies from any menu or in Order Entry or Purchase Order Entry

Main Menu

To start ORDER POWER!, enter OP on a command line!


Terminology Activity Tracking An ORDER POWER! sub-system that keeps track of a job or project

(which can include many tasks) to be accomplished by a designated person or group. An activity could be related to a Customer Order, an Ordered Item, a Customer (non order), an Item, a Vendor, a Purchase Order, or it maybe a miscellaneous stand alone task.

Amount Tendered: Amount tendered reflects the total dollar amount remitted with the order. Assortments: Like kits, assortments are items with multiple components. However, the

components of an assortment are not predetermined; they are mixed and matched, by the customer, during Order Entry. The customer tailors the assortment by choosing from a list of possible items. For example, a company may offer a dessert assortment item, DS101 comprising three dessert selections. One customer might order dessert assortment DS101, and select one peach cobbler, one cheesecake, and an apple strudel. Another customer might order the same assortment, but choose two cheesecakes and a fudge torte.

An assortment can also be called a kit on the fly.

Continuity: A continuity order is an order for merchandise shipped on a predefined,

periodic, and ongoing basis rather than all at once. The original order remains open until the last item had been shipped. A fruit-of-the-month club and encyclopedia collections are examples of continuity orders.

Coupon: A coupon is a discount ticket, usually found in a catalog, advertisement

or flier. Discount: A discount is an allowance applied to the total price of the order.

Discounts can be defined as a fixed amount or a percentage of the total order amount. Automatically, discounts can be calculated based on payment type, customer, or customer class. Discounts are applied pre-tax.

Freight: Freight is an amount charged by the carrier for the delivery service. This

differs from shipping and handling which is an amount charged to the customer.

Kit: A kit is a group of items sold as a single item or unit. For example, an

item for a lamp kit, LAMP-K011, comprises a base, lamp shade, and a bulb. When the lamp kit item is ordered, the customer receives all pieces to the kit.

Lamp kit item LAMP-K011, is called the kit parent item. The base, shade, and bulb are considered the kit component items. Each component item is also defined in the Item Master File with a unique item number.


Kits can be defined as kit to ship or kit to stock. For a kit to ship, all component items are assembled at shipment time. A kit to stock assumes the kit is pre-assembled (a pre-pack); the parent item is carried in stock.

Mailing List: The mailing list is a customer master file. The Mailing List contains

customer names and addresses, plus customer class and demographic information, etc.

The mailing list contains all customers that order, are billed-to, ship-to, or

just inquire, or a combination of these. Each customer may have multiple contacts.

Media: The media is a code that uniquely identifies a segment of a catalog,

mailing, or advertisement for purposes of analyzing sales and profitability. The media code is sometimes known as a source code, key code, or promotion code.

Media Book: A media book refers to a collection of media codes grouped together for

printing, reporting, forecasting, and pricing purposes. Name Type: Indicates how a name was added to the mailing list: O indicates that the name was added while taking an order, I (inquirer), added without taking an order S (ship-to), added as a ship-to. The name type does not change with further activity. An “I” with orders

indicates a customer has been converted from an inquirer to a buyer. Order Origin: Order origin indicates how an order was received (IE telephone, mail,

fax, store, internet, etc.). Order Release The printing of pick tickets for selected orders. Personalization: Personalization is the Customization, decoration of an item by imprinting,

monogramming etc. Price: The price or unit price refers to the price charged for an item in an order. Profile: The profile is a series of options (preferences, tailoring options) used

to tailor each ORDER POWER! company’s unique business requirements. Profile options enhance system flexibility and can alter program processing without requiring custom modifications.

(Option 75 on the Work with Files menu). Replenishment: A replenishment order is an ongoing order for merchandise to be

shipped on a predefined, periodic basis. An order for vitamins ordered every sixty days is an example of a replenishment order. Replenishment orders are also called repeat orders.

New orders are automatically generated for the next period’s shipment following the shipment confirmation of the current order. A replenishment order continues to clone itself by creating a new order after every


shipment until the customer cancels the order. Segments: A segment is a portion of an order that may be picked and shipped

separately from the remainder of the order. Multiple segments (pick tickets) can be generated from a single customer order.

Each segment generates a unique pick ticket. New segments are created when the detail line has a different ship to customer, warehouse, ship via designator, pick ticket code, priority code, or coordinate line number. Separate segments can also be created for kits or assortments.

Ship Confirmation: The function that records the quantities shipped and the tracker numbers

of a customer order. Shipping & Handling: Shipping and Handling (S&H) is an amount charged to the customer to

pay for merchandise delivery. A shipping and handling charge differs from a freight charge, which is a dollar amount paid directly to the carrier for delivery.

Tender: Tender identifies the method of payment or payment type. For example,

tenders may be defined for cash, cash on delivery (COD), credit cards (IE VISA and MasterCard), gift certificates, etc.

Terms: Terms uniquely identify payment arrangements (IE periods and

conditions). Term codes are used to define due dates and discounts for payments remitted by the due date.


Order Types ORDER POWER! recognizes three unique types of orders based on tender, the method of payment. Each order type is automatically processed differently, depending upon the rules defined for the tender type supplied for the order. Once the order entry operator enters the method of payment, ORDER POWER! decides how to fulfill the order. Type 1 orders are orders prepaid for the entire amount of the order when the order is taken. Type 1 orders are usually paid by cash, check, or possibly credit card. Payment is not dependent on shipment. If paid by credit card, the entire amount of the order is charged before shipment occurs. Type 2 orders are credit card orders charged at the time of shipment for the merchandise shipped plus shipping and handling, tax, and any miscellaneous charges. The order is pre-authorized prior to shipment. Type 3 orders are traditional accounts receivable (business to business), or C.O.D. (Cash on Delivery) orders where payment is made after shipment. Summary: Type When Paid Examples 1 with order Cash, Check, pre-paid Credit Card 2 at shipment Credit Card 3 after shipment A/R (open account), C.O.D.

Order types are assigned to tenders (methods of payment)

Order Type determines processing flow during the life cycle of the order.


Tender Types Tender types identify the method of payment or payment type. For example, tenders may be defined for cash, cash on delivery (COD), credit cards (IE VISA and MasterCard), gift certificates, or coupons. The tender type or method of payment assigned to an order, determines the order type. Panel 1 of “Tender Maintenance” AB Catalog Company Tender Update Tender AE Description Amer Express Order Type 2 ?Check Digit Calc Method N Reference Required N Min Tender Ref Length 1 Required First Character 3 Second Character 7 6 Authorization Required Y New Pre-Auth per Shpmnt N Voucher Printed By System N Floor Limit Days to Clear Merchant Number 123456 ?Hold Code ?Terms Code PRE Use in: Order Entry Y Y/N Counter Sales Y Y/N AR Entry Y Y/N GL Department/Account 000 00100 Discount/Upcharge Amt/Pct Misc Charge Description Amount Delete F1=Help F3=Exit F4=?List F12=Cancel F23=User


Panel 2 of “Tender Maintenance” for a type “2” Tender AB Catalog Company Tender Update Tender AE Description Amer Express Order Type 2 Multi-tender N Enter Sh/Hnd at Ship Time N Misc at Ship Time N Computer Auth Good For Computer-to-Computer Authorization Authorization N Center Tender AE Address Verification N Days Between Retries 000 Max Declines Allowed ?Hold Code F1=Help F3=Exit F4=?List F12=Cancel F23=User Panel 2 of “Tender Maintenance” for a type “1” Tender AB Catalog Company Tender Update Tender $ Description Cash Order Type 1 Enter Amount Tendered Y Valid for EPP terms Y Gift Certificate N Require EPP Terms N Computer Auth Good For Computer-to-Computer Authorization Authorization N Center Tender $ Address Verification N Days Between Retries 000 Max Declines Allowed ?Hold Code F1=Help F3=Exit F4=?List F12=Cancel F23=User

Note: the ?function <F4> with cursor positioned in field will display table

Order Fulfillment (Order Entry, Customer Service, Order Authorization, and Shipping)

Status of Orders in the Fulfillment Cycle The status of each order and/or order segment is tracked through the fulfillment cycle of the order. ORDER

Concepts of ORDER POWER! 13 POWER! maintains the status at both the Order Header and Segment level. The status is stored in an internal format as defined in the following table. For an order with segments, the order status refers to the status of the segment furthest along in the fulfillment cycle. However, the order status is not listed as SHIPPED until all segments have been completely shipped. For example, if the first segment of a segmented order has been shipped and a second segment is awaiting further processing, the order status represents the status of the second segment; segment one has completed its life-cycle. The internal status code is determined by both the order type (1, 2, or 3) and the current order status (IE ---, “SHIPPED”, “CNFIRM”, etc.). The order and/or segment status can be viewed on the Inquiry screens. The following table lists the status based on the order type and the latest action performed on the order. Codes show whether the status displayed on the ORDER POWER! screen refers to the entire order (O), the current order segment (S), or both the order header and segment (B).

Status Type 1 Order

Type 2 Order Type 3 Order

0

order entered (O)

order entered (O) order entered (O)

1

authorized and/or settled (O)

pre-authorized (O)

pre-authorized (O)

2

vouchered (O)

shipping documents printed (S)


3


ship confirmed and posted (S)

ship confirmed and posted (S)

4

ship confirmed (B)

authorized and/or settled (S)

authorized and/or settled (S)

5

N/A

vouchered (S) COD tag printed (S)

6

N/A

invoiced (B) invoiced (B)


Customer Service Inquiry

ORDER POWER! maintains the status at both the Order Header and Segment level. OP! 4.0 DEVELOPMENT - CO# 001 All Orders Order Inquiry Show Closed : Y 5=Header/Detail 6=Detail 7=Order Notes 8=Audit 9=Packages 10=Segments 11=Order Confirmation -- Status -- 12=Order Listing Order # Date Last Next Name PO # 110942 101201 AUTH RELEAS MARTHA STEWART 110944 101201 HELD-WFP BARRY BROWN 110945 101201 HELD-AAA GARY WINSTEL 110946 101201 SHIPPED GRANT JONES 110948 101201 --- PRAUTH GARY WINSTEL 110950 101201 --- RELEAS VIN CRYSTAL 110951 CR 101201 SHIPPED MARY MYERS 110954 CR 101201 --- CRMEMO ASA LOTT 110956 101201 BACKORDER ALAN STEWART 110957 CR 101201 --- CRMEMO MARK STEIN 110958 CR 101201 --- CRMEMO CAROL HUTCHINSON 110959 101201 BACKORDER ROBERT GAINES 110962 CR 101201 --- CRMEMO AVIN MAJOR 110963 101201 --- RELEAS LOIS SMITH 110964 101201 --- RELEAS JERRY SPENCE More... F1=Help F3=Exit F7=Bkwd F8=Fwd F10=Top F11=Fold F12=Cancel F18=Bot


Table of Order Status

Status

Description

---

the order has been entered

ACTIVE-##

the order has been entered and some, or all, of the detail lines remain open for shipment - ## indicates the number of detail lines (or segments) currently open for shipment

AUTH

the order has been or is eligible to be authorized (after the shipment has been recorded)

BACKORDER

some or all of the quantities on the order have been placed in backorder status or the order status has been manually changed to backorder status

CANCELLED

The entire order has been completely canceled

CNFIRM

the order has been or is eligible to be recorded for shipment

COD

a COD tag has been or is eligible to be printed for the order

CRMEMO

the order has been generated as a credit memo and the credit memo has been or is eligible to be printed Note: CR is displayed between the order # and order date to denote the order is a credit and/or exchange

HELD-xxx

the order has been placed in hold status (the specific hold code, indicated by xxx, is also be displayed)

INVOIC

the order/shipment has been or is eligible to be invoiced (billed)

InXMIT

the order has been selected for transmission to the credit card clearing house for authorization or settlement

PRAUTH

the order requires preauthorization or has been preauthorized (prior to producing a pick ticket)

PRT SHP / CANCL

some quantities on the order have been shipped and some have been canceled Note: view the Order Detail Inquiry to list the quantities

RELEAS

a pick ticket has been or is eligible to be printed for the order

SHIPPED

the order has been completely shipped Note: view the Order Detail lines to list the shipment date

VOUCH

a voucher has been or is eligible to be printed for the order


Order Entry Order Entry, the process of taking an order for goods and/or services. Order Entry function includes: Orders mail, fax, & phone Bids (quotes) Credits returns & exchanges Counter sales walk-in, P.O.S., show orders Web Store using the ORDER POWER! Web Store Return Authorizations Orders from 3rd parties 3rd party call centers, web stores, customer EDI

transmissions, and using the ORDER POWER! Import function to create ORDER POWER! orders


Orders Session defaults to customize order entry per workstation. Order Entry Display – 1st Panel Order Entry Session Defaults The batch number is used to balance Type 1 orders.

Note: the ?function

Right Click with cursor positioned in field, to display table of valid entries.

Concepts of ORDER POWER! 18 Order Origin Maintenance

AB Catalog Company Order Origin Update Order Origin MO Description Mail-in Authorization Origin X5 Defer Inventory Commitment N Notify When Out Of Stock Y Commit Up To (in Days) Disengage Upsell/Cross-sell Y Delete F1=Help F3=Exit F12=Cancel


Bids (Quotes) and Credit Memos

Order Entry Total Screen AB Catalog Company Order # 572146 Order Totals Customer # 307 Very Important Customer!!! ERNEST SMITH Save as Bid N Y/N Tender $ Tender Number Auth for Release Approved by OE Decline Code Add'l Labels Ship Complete N Y/N ?Priority Code Hold N Y/N ?Hold Code Apply Discount Amt/Pct A A/P Discountable 20.00 Refundable 17.50- Merchandise 20.00 297.000 Lbs. ?S/H Miscellaneous ?Discount Country Tax Sales Tax 3.00 Total 23.00 Total Amount Tendered Scheduled Ship Date 10/18/01 F1=Help F2=Unprotect F3=Exit F4=?List F12=Cancel F13=Hdr F14=Cust Notes F15=Orders F16=Cust Info F17=AR F18=Hdr Notes F19=Add'l Pay F20=Pay Plan F21=Hdr Fields F22=Delete F23=Entry F24=More Options

Order Entry Header (to retrieve existing bid and turn into an order)

Order # 572146 AB Catalog Company Header Notes Exist Order Date 10/18/01 Order Entry Header Customer Notes Exist Very Important Customer!!! Ordered By # 307 ERNEST SMITH ?Contact ?Billed to # 307 ERNEST SMITH ?Contact ?Ship to 307 ERNEST SMITH ?Contact ?Ship Via CTL Most Costliest Frieght Req Ship Date 10/18/01 Ref Order # ?Order Origin PHO Phone -- Credit Info -- ?Media SUMMER2001 Summer 2001 Limit ?Customer Class RET Retail Used .00 ?E-Mail Class Hold N Y/N ?Hold Code -- Refundable -- ?Priority Code 17.50- ?Salesperson 1 ERNIE Ernie Smith ?Salesperson 2 - ?Reason Codes -- YR/MK/MODL PO # ENGINE-SZ TRANSMISSI Batch Number 24212 F1=Help F2=Unprotect F3=Exit F4=?List F6=Crt F9=Ref Bid F11=Shp Tos F14=Cust Notes F15=Orders F16=Cust Info F17=AR F18=Hdr Notes F19=Credit Memo F20=Totals F22=Delete F23=User F24=More Options

<F19> permits the entry of negative quantities After selecting <F19> an ORDER POWER! order can have both negative and positive lines and ORDER POWER! manages the negative lines as an order segment and the positive lines as another segment(s).


Counter Sales Counter Sales orders are saved in their own set of files until posted. The inventory is reserved when taking an order (so that inventory availability is accurately maintained) and adjusted at posting time. Order Entry / Customer Service Menu Daily Operations and Balancing Menu


Web Store

Each ORDER POWER! company can have as many as 9 different web stores each with its own look, feel, items, rules, etc.


3rd Party Orders ORP01 AB Catalog Company 10/19/01 ERNIE ORDER POWER! Order Processing DSP102S2 Select one of the following : 20. Order Hold/Remove From Hold 30. Picker Efficiency 21. Possible Fraud Hold Selection 31. Mass Item Replacement 22. Commit/De-Commit Ordered Items 23. Bulk Commit 37. Import Orders 24. De-Commit Ordered Items by Hold 38. Authorization 25. Cancel Ordered Items 26. Mass Cancel of Items 27. Print Cancel Postcards 51. AS/400 Operational Assistant 80. Main Menu 28. Backordered Items Report 81. Change Company 29. Open Pick Ticket Report 90. Signoff Bottom Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

Can also use this process for one time conversion of open orders, closed orders,

and customers.


Item Search (in the call center) There are some differences between searching in the call center and the web. Item Selection / Search Capabilities by:

item number vendor cross-reference item number each vendor can have his own reference for an inventory item# can be used for UPC codes, ISBN numbers, NDC codes, etc. each item can have many vendor’s item#s as required a keyed vendor’s number will translate into the catalog inventory item# can be used for item mis-prints in a catalog defined in item maintenance

if one vendor’s number results in more than one valid inventory number, ORDER POWER! presents a list to choose from.

search words up to 3 search words can be defined for an item partial item number enabled as a profile option item description (triplet logic) enabled as a profile option search for all items by the 1st 3 characters in the item description use Profile screen 3.1 to indicate characters to ignore in search such as (%$/@)* enabled as a profile option to initialize 1st time must run option ‘5. Build/Refresh Item Power Search’ on the

ORDER POWER! ‘Synchronize/Refresh Files’ menu

When keying an item or search word(s) into order entry, the system will search in the above

sequence until it finds a match. In addition items can be found by: Item GL Class Item Tax Class Product Group Primary Vendor

Concepts of ORDER POWER! 24 Pricing ORDER POWER! is designed to meet business-to-business, Catalog, and Mail Order needs. A comprehensive pricing scheme includes the following automatic methods:

Contract Price the contract price reflects the item selling price negotiated and specified in the contract with each customer, individually. It is date sensitive.

Special Price a special price is a date sensitive price that may take precedence

over any other price available for the item.

Media/Media Book Price media price reflects the selling price listed in a catalog,

advertisement, or other form of media. Media pricing is also called Source Code pricing. Price good through is defined in the media or book. Media & book pricing can be further defined by customer class.

Customer Class Price a customer class price reflects the selling price or discount

established for an entire group or category of customers.

Base Price the base price is the default price charged when a customer does not qualify for any other pricing breaks. Generally, the base price is the highest price any customer will pay for the item

Several pricing methods can include a specified period and all methods include unlimited quantity price breaks and deals (IE buy two get one free, etc.). ORDER POWER! determines an item price by following the pricing method hierarchy or sequence, as defined in the Company Profile, and applying the appropriate pricing method calculation. ORDER POWER! also supports bundled pricing which allows each item in a pricing group (or family) of items to receive a quantity discount based upon the total number of items ordered. For example, a company supplies a group of dental instruments comprising picks, drills, and mirrors priced by the Abundle.@ If a customer orders 4 picks, 1 drill, and 5 mirrors, each item would qualify for a price based upon ordering a quantity of ten items. Bundled pricing is controlled by the price group field optionally defined for each Item record. Besides the above pricing methods, a company may optionally permit the order entry personnel to change an item price (can be defined per item with a company default). These price changes will be reported on the APrice Variance@ report. The report can be printed showing only those items that vary by a user defined percentage. With Future Pricing, ORDER POWER! provides the ability to make sweeping increases and/or decreases to item prices (based upon the pricing method) which take effect on a predetermined date. For example, a 3% increase to base prices (and price changes to individual items) can be implemented on January 1 or employee prices can be increased by 5% effective on January 1. The price for a new catalog can be copied from an existing catalog and changed individually by item.

Concepts of ORDER POWER! 25 Company Profile – Panel 4.3

Each pricing method is searched sequentially until a price is found. The pricing methods with the highest priorities are searched first. Once a price match is found, the search stops. Order Entry has a pricing inquiry to show how an item was priced. To maximize performance and speed Order Entry, adjust the item price calculation hierarchy in

the Company Profile. The hierarchy defines the sequence in which an item will be priced.

Concepts of ORDER POWER! 26 Total Order Discounts Discounts applied to the order total (as shown on the bottom of an invoice) can be automatically calculated based upon:

Method of Payment A customer may be given a discount or charged a surcharge based upon the manner in which she or he pays for the merchandise.

Customer A given discount or surcharge can always be granted to a designated

customer or customers.

Customer Class A given discount or surcharge can always be granted to a designated group or groups of customers.

Discounts are automatically applied to merchandise defined as discountable and optionally, to shipping and handling and other miscellaneous charges. The company decides whether a customer can combine discounts should they qualify for more than one. The Company Profile options also dictate which discount to apply when the customer is entitled to receive only one. Discounts are deducted before taxes are calculated. Discount 2 is a field that is available to capture custom discounts that requires custom programming.

Concepts of ORDER POWER! 27 Shipping and Handling Shipping and handling refers to an amount charged to the customer to pay for the merchandise delivery. ORDER POWER! automatically calculates delivery charges based on a variety of methods including the following:

1 fixed charge per item 2 fixed charge per order 3 fixed charge for a range of merchandise values 4 percentage of total merchandise value 5 number of items ordered 6 shipper weights and rates 7 country and state weights and rates

Taxes may or may not be applied to shipping & handling charges depending on individual state requirements. These optional add-on charges may be applied, per order, despite the preferred Shipping & Handling calculation method. Shipping & Handling may be added to a Type 2 or Type 3 order during ship confirmation instead of calculated at order entry time in a business-to-business environment. Optionally, shipping and handling or carrier charges can be determined using Logistics PRO rate shopping. Logistics PRO software is an external iSeries 400 software package developed by Manhattan Associates, which fully integrates with ORDER POWER! During Order Entry and Ship Confirmation, the operator can determine which carrier best serves the customer’s order based on the delivery area, fee schedule, and speed of delivery. Similar integration is currently being developed for Kewill’s PC based Clippership. The shipping and handling calculation method can be defined in one or more of the following records.

Ship Via Customer Class Media / Media Book Item

A shipping and handling calculation method hierarchy is established in the Company Profile. The hierarchy determines which record should be checked first, second, and then third if the calculation method is not overridden in the Ship Via record. For example, the Company Profile S&H hierarchy could be set up as follows:

Shipping/Handling Calculation Method: 1 = Highest Priority

Customer Class …. 3 Media ............… ….. 1 Item ..........…..…..… 2

The alternate method identifies a substitute method for calculating shipping/handling when the merchandise amount or item quantity is less than the lowest amount and/or quantity specified in the

Concepts of ORDER POWER! 28 Shipping/Handling table (chart). Alternate methods can only be defined when the primary method is 3, 4, or 5. The override all shipping/handling calculation methods prompt in the Ship Via record allows the operator to ignore the calculation methods established in the other records and use the method defined for the Ship Via record. Otherwise, the shipping and handling calculation method can be used as a default when another calculation method is defined. Using the Company Profile, a company defines when shipping and handling is charged to the customer. First The customer is charged shipping and handling for all lines on an order when the first

line is shipped. For example, shipping and handling is charged for an order with five line items when the first item is shipped, even if the order is only partially shipped. The total shipping and handling amount is charged for all five lines, at once.

Last Shipping and handling is charged to the customer for all lines on an order when the last

line is shipped. The total shipping and handling amount is charged for all five lines, at once.

Prorate A customer is charged for shipping and handling for only the items shipped, as they are

shipped. For example, an order is created with five line items. Line 1 shipped as one segment, lines 2 and 3 shipped together, and lines 4 and 5 shipped as a third segment. For this order, shipping and handling is charged three separate times, once for the amount of Line 1 only, a second time for Lines 2 and 3 together, and a final time for the total value of Lines 4 and 5.

Prorating is done by merchandise amount rather than weight, volume, etc.

Shipping and handling charges are listed on the Order Totals panel. From the Order Totals panel, an informational window can be displayed to show the operator how the shipping and handling charges were calculated for the current order. The Display how Shipping/Handling was Calculated window is presented when the F4=?List function is requested from the S/H prompt. One window is displayed for each unique ship via on the order. When only one ship via code is specified for the entire order, only one window is displayed. For multiple shipping methods, pressing Enter displays the S/H Calculation window for the next ship via code on the order. When Logistics PRO libraries and software are installed, the operator is first presented with a Logistics PRO rate shopping request prompt. Entering a No response causes the Display how Shipping/Handling was Calculated window to be displayed.

The shipping and handling charges can be manually overridden during Order Entry or Ship Confirmation (as defined by the order tender).

Concepts of ORDER POWER! 29 Upsells, Cross Sells, and Substitution Groups Upsells and Substitution Groups An up-sell attempts to promote a different item or sell a more expensive item than that being requested by the customer. An up-sell message is a prompt that displays when a given item is ordered. AB Catalog Company Item Update Item 710-89550 Description MOROSO Tire Pressure Gauge ?Personalization Cd Required ?Seasonality Code ?Substitution Group GAUGE01 ?Up-sell Group GAUGES Up-sell Message Remind Customer that Batteries are Required Safety Stock in Days Shelf Life Default Shipping Instructions Zero Price W A/E/W ?Shipping/Handling Calculation Method Chart Id Replenishment Overfill % Order Detail Info Mandatory CE Mark 1.............. N ECCN 2.............. N Foreign 3.............. N F1=Help F3=Exit F4=?List F6=Ext Desc F12=Cancel F14=History F15=Qty Avail F16=Open POs F22=Audit F23=User F24=More

Substitutions are lists of items that display if the ordered item is out of stock. In addition if an item is out of stock, the CSR will be notified when inventory is expected to fulfill this demand based on what is on a purchase order. On the Work with Files Menu define the group and then define the items that are within the group.

Concepts of ORDER POWER! 30 Cross Sells AB Catalog Company Item Inquiry Show Delete : N 26=Cross-sell 27=Sequence #"s 28=Web Prod Grp/Subgrp 29=Storage 31=Additional Search Words 32=Search Column Values 33=Web Index Entries Item Description 26 710-89550 MOROSO Tire Pressure Gauge 710-89552 Pro Tire Gauge 710-89582 Lighted Tire Gauge 710-99400 Engine Stand Storage Bag 71001 Air Pump Replacement Motor 7109 Chocolate Covered Peanut Brittle(40 oz.) 7114 Gourmet Peanut Butter 7117 Peanut Butter Spreader 712-120 Cedar Garden Arch 7122 Velvet Crunch 7181 Super Anatomy 3 720-4318 Wheel Screw Kit 720-4318A Grade #8 Hex Head Screw 720-4318B #8 Drill Bit More... F21=Print F23=More Options F24=More Keys

Cross sells are lists of items that complement the item being ordered. ORDER POWER! lets the user to define many cross sell groups per item. The user can set the sequence that the groups present themselves and whether the group should be displayed after every item or displayed at the end of the order. This is useful if the CSRs are being paid compensated for cross sells. The customer may order the item without being prompted for it and therefore it would be desirable to present the cross sells at the end of the order. Option ‘26’ in the Item Inquiry allows the user to attach cross sell groups to an item.

Note: all order lines are tagged with a code to indicate that the line was ordered as an up-sell, cross-sell or substitution.

Concepts of ORDER POWER! 31 Order Entry Inquiries

extended descriptions and item images (requires PC’s working in Windows) up to 3 images stored on IFS with reference links in item master

customer notes open purchase orders inventory quantities and availability by warehouse availability = ‘on hand’ less ‘on customer order’ pricing shows how an item was priced pricing level breaks quantity level breaks to promote a larger customer buy can be automatically displayed if field in the 2nd panel of item maintenance Auto Prc Break is set to Y components (kit, assortment, continuity) upsell messages and groups substitution groups previously ordered item history displayed in date sequence and can position by date and filter by item# can order from list S&H calculation method bids (quotes) can be retrieved to include in order customer orders (open and closed) including shipment history can be retrieved to include in credit memo order statistics how much a CSR sold in a period of time, listed by order a CSR can see only his / her statistics available as a management tool (option 14 on Order Entry / Customer Service menu) ship-to’s ORDER POWER! keeps track of previous ship-to’s Ship-to’s can be entered without creating an order

Concepts of ORDER POWER! 32 Extended Descriptions

Concepts of ORDER POWER! 33 Comment Codes Applies to all notes including: customer order header order detail vendor PO header PO detail media (source code) media book coupons

and extended descriptions.

*** If a customer note is to print on the shipping document or invoice, it is copied to an order header note. Same for vendor notes.

Concepts of ORDER POWER! 34 Batch Balancing Batch balancing provides added control over a batch of orders and reduces clerical errors that may be costly to track down later. Mail-in orders can be entered as a group or batch of orders. When entered as a batch, orders can be assigned a batch number. The batch can be checked to ensure that the total amount tendered (remitted) matches with an adding machine tape of the amounts for the same orders. Cash or checks received during Order Entry are posted to Accounts Receivable. The posting can be done by batch number. Pick tickets can also be printed by order entry batch number.


Order Logs An Order Entry Log is a report that details the information collected from the customer during the order entry process. The log can record the time the call was received and the order initiated, the CSR’s, the customer’ contact and order information (IE name and telephone number, merchandise description and quantity), and the time the order entry process ended. The Order Entry log can be printed in an abbreviated (short) or detailed (long) version. The basic short log shows the name, order number, order entry operator, the time of the order, and caller’ telephone number. After completing the order, another line is printed that shows the time order entry ended. This report can be used to issue call backs if the telephone or computer system fails during Order Entry. The long log prints a complete view of the order, similar to an order confirmation listing. The Company Profile defines which report(s) to print, and on which dedicated printer. The output queue shows which output device will print the log while the *JOBD library points to the appropriate printer file information.

Concepts of ORDER POWER! 36 Hold Codes This feature allows orders to be suspended from further processing until the "hold" status is removed. Depending on the hold code settings, a hold code can defer inventory commitment during Order Entry. AB Catalog Company Hold Code Update Hold Code CRD Description Held for Credit Approval Stop Posting OE Payments Y Warning at Ship Confirm N Defer Inventory Commitment N Allow Pre-Authorization N Delete F1=Help F3=Exit F12=Cancel

Hold codes are user-defined and can be manually assigned or system assigned. Manual Assignment Anytime during the order entry process, the operator may manually place an order on hold. To hold an order, a Yes must be placed in the hold prompt and a valid hold code entered on the Order Entry Header, Shipping and Tender Additional Information, or Order Totals panel. Automatic Assignment Hierarchy When the operator fails to enter a hold code on any of the Order Entry panels manually, ORDER POWER! uses the following hierarchy to determine whether a hold code should be assigned to an order automatically:

Fraudulent address or phone# as defined in the ORDER POWER! fraudulent files. Item Master File check for a hold code assigned to any of the ordered items Tender Master File check for a hold code assigned to the selected payment

tender


Terms Code Master File check if the ordered merchandise exceeds the allowable

amount for the selected terms code or for a pre-pay, if the amount paid “short” is greater than a user defined $ amount or % of order.

Customer Class Master File check if the customer=s AR aging days exceeds the

allowable limit defined for the customer=s class designation or the hold code can be applied to any customer order whose customer AR account balance is past due by a predefined number of days. The Refresh Mail List AR Aging function from the Synchronize/Refresh Menu must be performed to calculate the AR age days.

Alert Class Master File check if a hold code has been assigned to the billing

customer’s alert class designation. If an alert class has not been assigned to the billing customer, Order Entry checks the alert class assigned to the order’s customer class code.

Terms Code Master File check if the difference between the amount tendered and

the total merchandise amount exceeds the allowable limit defined for the selected terms code

Fraudulent Credit Card# as defined in the ORDER POWER! Fraudulent Credit

Card# file. Company Profile Master File check if the billing customer has exceeded their credit limit.

Orders placed on hold, either automatically or manually, can be removed from hold by changing the hold prompt to No. The order hold can be removed from the Order Entry, Customer Service, and Order Processing functions or by using Order Hold / Remove From Hold option from the Order Processing menu. Orders not held can be held using the above option.

Concepts of ORDER POWER! 38 Kits, Assortments, Continuities, and Replenishments ORDER POWER! supports kit, continuity, assortment, and replenishment items. A kit, or set, refers to a group of items sold as a single unit. For example, one kit for an English wall clock may comprise a package of hardware, one quartz movement, two brass hands, and two AAA@ batteries. Like kits, assortments are items consisting of multiple components. The customer customizes the assortment by choosing from a list of possible items. For example, a gift basket where the customer chooses 2 bottles of wine from a list of wines, 3 cheeses from a list of cheese, and 3 boxes of crackers from a list of crackers. Assortments are sometimes called kits on the fly. Both continuity and replenishment orders refer to ongoing orders that require the merchandise to be shipped on a predefined, periodic basis. In item maintenance (set up) the item is tagged as a kit, assortment, continuity, and whether it is eligible to be sold as a replenishment. The component list is also defined in item maintenance and whether the kit components or the kit parent item, only, prints on the pick ticket and invoice. It also indicates whether some components of the kit can be shipped when other components are out of stock (partial shipments). Components of a kit may be sold separately (for example, as spare parts).

Concepts of ORDER POWER! 39 Kits Kits are sometimes called single level Abills-of material”. In ORDER POWER!, each kit can be defined either as a kit-to-ship or a kit-to-stock item. In ORDER POWER! , a kit-to-ship is assembled when the items are picked. The pick ticket lists all components to be picked. Therefore, a kit-to-ship item automatically causes a decrease in the kit=s component quantities when the kit is shipped. A kit-to-ship is often used as a pricing arrangement for several items. Kit-to-ship parent items must be defined as non-stock items. When entering an order for a kit-to-ship, the system will warn the CSR if any component is out of stock. A kit-to-stock or prepack assumes the item is pre-assembled and stocked under the kit item number. The kit item (parent) quantity is decreased when the kit is shipped. Kit-to-stock parent items must be defined as stock items. In item maintenance, a kit-to-ship is defined to be a non-stock item, and a kit-to-stock (pre-pack)

is defined as a stocking item. Two inquiries are available from the Item Inquiry panel to view both the components of a kit, and all parent items to which a component is assigned. Selecting action code, 10=Kits, from the parent item displays the Kit Components Inquiry and all component items comprised in the kit. Assortments During Order Entry, selecting an assortment item prompts the operator to pick which component items to include in the assortment. Processing is then similar to a kit-to-ship.

Concepts of ORDER POWER! 40 Continuity Items Continuity orders refer to an order for a finite series of items; the series has a defined first shipment, final shipment, and interim shipments. Frequently, different items are released with each shipment. Ie. an encyclopedia sale, where the first item shipped is volume 1, or a yearly “Fruit of the month club” where everyone gets Tangerines in February regardless when they start the series. When defining the continuity the field start first vs start current defines the type of program. When ordering a continuity item, the order contains all the shipments with different scheduled release dates per line.

Concepts of ORDER POWER! 41 Replenishment Items Replenishment items are items ordered for continuous shipment on a predefined, periodic basis. These orders perpetuate until canceled by the customer. Replenishment orders usually ship the same merchandise every period. Vitamins shipped every 60 days is an example of a replenishment order. A new order is automatically generated for the next period following the shipment of the current period=s order. Orders for replenishment items continue to renew themselves following every shipment until the customer cancels the order or the number of shipments remaining is zero. Initially, constraints, such as the period between shipments and the number of shipments remaining, must be set up in the Item Master record for replenishment items. Otherwise, the item cannot be ordered as a replenishment item. During Order Entry Replenishment Item Selection, the replenishment values entered by the CSR (ie the number of shipments and the days between shipment) cannot exceed the default limits defined in the Item Master File.

Concepts of ORDER POWER! 42 Drop Shipments Items defined as drop ship items are shipped directly from a vendor to a customer. If an item is defined to be a drop ship in item maintenance, the primary vendor is required to set up the drop ship vendor. These items automatically generate purchase orders to the vendor with the customer=s name and address. The customer=s address will be used by the vendor as the shipping address. When a drop ship item is defined as a stock item, ORDER POWER! checks the current stock levels before setting the item up as a drop ship item on the customer=s order. During Order Entry, an ordered item can be changed from a drop ship item to a ship from stock

item (and vice versa), provided the item is defined as a stock item in the Item Master File. Notes from the customer order are printed on the purchase order to the vendor.

Concepts of ORDER POWER! 43 Scales ORDER POWER! allows you to use the Style and Scale features to automatically generate multiple Items that are needed to track articles sold in various predetermined configurations. When selling clothing, for example, a catalog may display only one item number for each article, although often various size and color selections are offered as well.

Rather than requiring you to manually define each variation of each saleable item, ORDER POWER! can automatically generate Item Numbers based on the combination of Style, plus size, color, or any other characteristic (Scale) you care to define. The number of Scales for a Style, the order in which they are used, and the values for the scales are user defined.

Concepts of ORDER POWER! 44 Gift Certificates In ORDER POWER!, a Gift Certificate is a saleable Item The same Gift Certificate can then be used (as a tender) by the recipient Gift certificates can be defined for a fixed or variable value. A tender needs to be defined for Gift Certificates. ORDER POWER! keeps track of unredeemed certificates.

Concepts of ORDER POWER! 45 Tables for Order Entry WRK01 AB Catalog Company 10/24/01 ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 1. Alert Classes 14. E-mail Class Codes 2. AR Adjustment Codes 15. FTC Notices 3. Authorization Default 16. GL Default Accounts 4. Buyer Codes 17. GL Item Classes 5. Cancel Codes 18. GL Personalization Classes 6. Comment Codes 19. Hold Codes 7. Contact Demographics 20. Inventory Effect Codes 8. Correspondence Codes 21. Inventory Hold Codes 9. Countries 22. Items 10. Coupon 23. Known Fraudulent Credit Cards 11. Cross-sell Groups 24. Label Request Codes 12. Customer Classes 25. Mailing List 13. Cycle Codes 26. Mailing List Demographics More... Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 27. Media 40. Product Subgroups 28. Media Books 41. Prospects 29. Media/Book Override GL Classes 42. Response Curves 30. Name Suffixes 43. Return Codes 31. Non-Business Days 44. Salespersons 32. Order Interface Company Profile 45. Scales 33. Order Origins 46. Search Column Assignment 34. PC Application Interface 47. Seasonality Codes 35. Personalization Codes 48. Ship Via Codes 36. Pick Ticket Codes 49. Ship Via Weights/Rates 37. Pricing Groups 50. Ship Via Zones 38. Priority Codes 51. Shipper Defaults 39. Product Groups 52. Shipper Manifest Codes More... Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

Work with Files menu displayed from Main menu

Concepts of ORDER POWER! 46 ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 53. Shipping/Handling Calc Methods 66. Warehouses 54. SIC Codes 67. Zip Codes 55. States 56. Storage Codes 57. Styles 58. Substitution Groups 59. Tax Classes 60. Tenders 61. Term Codes 62. Units of Measure 75. Profile 63. Upsell Groups 64. User Reason Codes 65. Vendors Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

To add a record to a file (table) <F6> = Create

Concepts of ORDER POWER! 47 Alert Classes

Good, bad, and informational codes about a customer or vendor.

Concepts of ORDER POWER! 48 Authorization Defaults AVS codes Maintenance

Similar for Decline codes . Select your Credit Card processor and then update the pre-defined codes. If your processor issues new codes, add to table.

Concepts of ORDER POWER! 49 Cancel Codes

Assigned to deleted customer orders. At least one Cancel Code is required.


Correspondence Codes

Concepts of ORDER POWER! 51 AB Catalog Company Correspondence Update Code ORE Description Order Entry Letter From Document TESTOEST From Folder BONNIE To Folder LETTERS ?Letter Type OE Bypass Letter Display N Y/N Add to Order Audit Y Delete F1=Help F3=Exit F4=?List F12=Cancel

Defines location of letter template (shell document) and location of saved letter The word processors supported include Microsoft Word, DTM from Inventive Designers (a 3rd party replacement for Officevision/400), and Officevision/400 (which in no longer available with new OS/400 releases).

Concepts of ORDER POWER! 52 Countries Tax Exempt Zips Used primarily for FPO’s and APO’s

Concepts of ORDER POWER! 53 Zip / Ships Via Default Ship Via to be used in customer order when shipping to a

range of zip codes. Zip / Warehouse Warehouse to be assigned in customer order when shipping to a

range of zip codes. Taxable Classes Override taxable classes by range of zip codes. Possible Fraud Addresses

/ Names Possible Fraud Phone#s Tax Override Defines a tax override for a tax class within a zip code.

Concepts of ORDER POWER! 54 Coupons

Concepts of ORDER POWER! 55 2 Panels of Coupon Maintenance

Concepts of ORDER POWER! 56 Cross Sell Groups Can also add Notes (extended descriptions to a cross sell group and have them optionally print on pick ticket.

Pstn = Position to


Customer Classes

Concepts of ORDER POWER! 58 2 Panels for Customer Class Maintenance

Concepts of ORDER POWER! 59 Hold Codes

Concepts of ORDER POWER! 60 Items Item Inquiry Panels with ‘More Options’

Concepts of ORDER POWER! 61 Item Maintenance – Panels 1 and 2

Concepts of ORDER POWER! 62 Item Maintenance – Panels 3 and 4

Concepts of ORDER POWER! 63 Ext Desc Extended description: To define product information about a

product and optionally where the information is to display or print; pick ticket, web store, call center, etc.

Prc Base pricing including quantity breaks, deals, override upsell

message, override commission %, etc. Qtys Can display history of all inventory transactions for item by

warehouse. Displays quantity on hand, quantity on PO, quantity on pick ticket, etc.

Item Quantities Display Warehouse MIA STOCK U/M: EA / 1.000 Preferred: Pick Location 1W Qty On Cust Order .000 Put Away Location Qty On Cust Drop .000 Receiving Location Qty On Pick Ticket .000 Ship Via Qty Committed .000 Stock Qty Qty On PO .000 Minimum Stock Level .000 Qty On PO Drop .000 Maximum Stock Level E.O.Q. Level Cycle Code Safety Stock in Days Replenishment Overfill % Delete F1=Help F3=Exit F12=Cancel F16=Next U/M

Can define the following shaded fields.

AB Catalog Company 24561 Item Quantities Update Big Blue Volleyball ?Warehouse MIA Preferred: ?Pick Location 1W Quantity on Hand ?Put Away Location Quantity on Pick ?Receiving Location Quantity on PO ?Ship Via Stock Qty Minimum Stock Level Maximum Stock Level E.O.Q. Level Safety Stock in Days ?Cycle Code Replenishment Overfill % Delete F1=Help F3=Exit F4=?List F12=Cancel

Concepts of ORDER POWER! 64 Vend Ref Vendor reference number. Used to define vendor's item#, vendor's

item description, required ordering quantity (if any) from vendor in purchasing units of measure, override lead time to procure from vendor (if different for the vendor’s lead time), and override Buyer for item from vendor.

A customer can order with the vendor’s reference number. It will

translated to the inventory item#. A vendor PO will show the vendor’s reference and vendor’s Item

Description (if they exist). Kit Displays the components, quantities, sales adjustment % of kits,

assortments, and continuities. The sales adjustment % is the percentage a component gets

credit for on the sale of a kit-to-ship, assortment, or continuity. Cls Prc Class Pricing including quantity breaks, deal items, override upsell

message, override commission % for item for customer class. Spc Prc Special Pricing including quantity breaks, deal items, override

upsell message, override commission %, start and end date of special price, etc.

Q0H Similar to Qtys and includes the ability to define min and max

quantity per location (bin) within a warehouse. Hist Display of history of all transactions for item. Can filter by

warehouse and inventory effect code such as issues, receipts (with or without cost), adjustments, transfers, etc.

Qty Avail Display only. Different view but similar to Qtys and QOH. Open POs Display of quantities “on vendor PO”. Cont Prc Contract Pricing for item for a specific customer including quantity

breaks, deal items, override upsell message, override commission %, and start and end date for contract.

Media Prc Media (source code) Pricing including quantity breaks, deal items,


override upsell message, override commission %, etc. Can also define customer class within Media.

Seldom used. Mostly priced by Book. Media Prc overrides Book

(see below). Media Itm Media Item is to define page and square inch, and forecasting

parameters such as sales expected per 1000 orders (sales rate). Book Prc Book Pricing is similar to Media Pricing but at the Book level. A

Media price will override a Book Price. Where Used Display only. Lists the parent where this item is a component of a

kit, assortment, or continuity. Summary Display only showing quantity ordered for last 2 years by month,

and more. The data for the display is accumulated by running the option Refresh Item Summary Files on the Synchronize/Refresh menu. The refresh runs quickly since it only builds summary records for the item by month, and it knows when the last refresh was run.

Audit Display only. Lists all item maintenance changes, who did it and

when. Continued ……

Concepts of ORDER POWER! 66 Web This table stores the file names of the images of the items to be

used in the ORDER POWER! web store or when displaying

images in the call center. Cross-sell Indicates which cross-sell groups apply to the item and the

sequence in which they are to be presented. Sequence #s When a customer on the web searches for an item, this indicates

the relative position this item will appear on the list. This could vary by web site.

Web Prod Grp/Sub Grp On the web this table indicates in which Product Group(s) and

Sub Group(s) this item appears. Storage Indicates in which bin locations this item can be stocked, ie.

regular, rolls, hangers, freezer, etc. Additional Search Words Used in conjunction with Search Column Values. For example

when selling videos, possible column searches may be type of video (and valid value may be Mystery, Comedy, Occult, etc.).

Concepts of ORDER POWER! 67 Search Column Values See search words above. Web Index Entries ORDER POWER! web store has an indexing scheme A – Z such

that if a customer selects “B”, he may get Baby Products, Baseball Bats, etc. The values come from the valid web values and this table indicates which Index Entries this item applies to.

Concepts of ORDER POWER! 68 Known Fraudulent Credit Cards

Concepts of ORDER POWER! 69 Mailing List Mailing List – Search Panel Mailing List – Inquiry Panel Note Old Cust# is a user definable searchable field.

Concepts of ORDER POWER! 70 Mailing List – 1st Maintenance Panel Mailing List – Additional Panel


Media / Media Book Media Book Search Panel

Concepts of ORDER POWER! 72 Media Book Maintenance Panels Medias are segments of Books. The media code is attached to an order. All pricing is usually kept at the book, and the media adopts the book’s prices, page and square inch, etc.

Concepts of ORDER POWER! 73 Media/Book Override GL Classes By Book the user can override the following accounts:

Cost of Goods Sold Cost of Goods Returned Sales Merchandise Returned Merchandise Shipping/Handling Sales Misc 1 Sales Misc 2 Merchandise Discount 1 Taken Merchandise Discount 2 Taken

Concepts of ORDER POWER! 74 Non-Business Days

Defines days not to be counted when determining days to clear (in the tender file)

Concepts of ORDER POWER! 75 Order Interface Company Profile


The profile defines the defaults to be inserted into orders that are imported from a 3rd party.

Concepts of ORDER POWER! 77 Order Origins Order Origin Maintenance

An order origin is assigned to each customer order and can be defaulted by user session.


PC Application Interface Used to define PC interface to applications such as Word, Image display, etc.

Concepts of ORDER POWER! 79 Personalization Codes Personalization Panel – One of several to define customization requirements and price. of an item

Concepts of ORDER POWER! 80 Pick Ticket Codes A pick ticket code is assigned to an item and forces the item onto a separate pick ticket such as freezer items get all put onto one pick to be shipped separately.

Concepts of ORDER POWER! 81 Pricing Groups ORDER POWER! supports bundled pricing which allows each item in a pricing group (or family) of items to receive a quantity discount based upon the total number of items ordered. For example, a company supplies a group of dental instruments comprising picks, drills, and mirrors priced by the “bundle”. If a customer orders 4 picks, 1 drill, and 5 mirrors, each item would qualify for a price based upon ordering a quantity of ten items. Bundled pricing is controlled by the price group field optionally defined for each Item record.

Concepts of ORDER POWER! 82 Priority Codes

Priority codes are assigned to customer orders, and customer orders can be released (print pick tickets) in batches by priority codes.

Concepts of ORDER POWER! 83 Return Codes Reasons for credit memos. Can optionally indicate that the merchandise will be returned to stock. At least one code is required.

Concepts of ORDER POWER! 84 Salespersons A salesperson must be assigned to a customer order.

Concepts of ORDER POWER! 85 Shipping Restriction Classes Shipping Restriction Detail Inquiry ADU Show Delete: N Adult Video Pstn: 2=Change Deny/Warn Hold Key Code Hold Code Del 2 UT D 5 MIN D Bottom F1=Help F3=Exit F6=Create F7=Bkwd F8=Fwd F10=Top F12=Cancel F18=Bottom F21=Print

ADU class Define Class Define Shipping restrictions per class where Key is as follows: 1 Country

2 State 3 Zip Range 4 Customer 5 Customer Class 6 Ship Via Each restriction can deny taking an order, warn the CSR, or hold the order

Attach Class to items

Concepts of ORDER POWER! 86 Ship Via Codes At least one Ship Via is required.

Concepts of ORDER POWER! 87 For rate shopping at ship confirmation, set up a ship via called “least cost” or “rate shop” with the appropriate bar code ship via for manifest system.

Concepts of ORDER POWER! 88 States (Provinces) Table delivered with system, maintained by user. Zip codes are alphanumeric.

Concepts of ORDER POWER! 89 Styles ORDER POWER!=s flexible design allows you to use the Style and Scale features to automatically generate multiple Items that are needed to track articles sold in various predetermined configurations. When selling clothing, for example, a catalog may display only one item number for each article, although often various size and color selections are offered as well. Rather than requiring you to manually define each variation of each saleable item, ORDER POWER! can automatically generate Item Numbers based on the combination of Style, plus size, color, or any other characteristic (Scale) you care to define. The number of Scales for a Style, the order in which they=re used, and the values for the scales are up to you.

Concepts of ORDER POWER! 90 Substitution Groups After defining a substitution group, define items in group. Attach the Substitution group code to all items that it applies to. When defining the items in the group, the user can set the sequence in which the items are displayed.

Concepts of ORDER POWER! 91 Tax Classes

The tax class is assigned to each item and can be defaulted when creating an item, and it is assigned to each “nexus” state. Normally only 2 tax classes are required, TX and NT for taxable and non-taxable. However some States tax books and others do not. In this case a tax class is required for books and the tax class is then attached to each “nexus” state where tax is computed for books.

Concepts of ORDER POWER! 92 Tenders See section on Tender Types Multi-Payment Note: Any order can be paid with more than one method of payment. Requires a tender coded as a multi-pay. When slecting this multi-pay tender during order entry, a window is presented to allow entry of more than 1 tender for the order.

Concepts of ORDER POWER! 93 Term Codes If checked the next 2 panels display A default terms code can be assigned to a Tender, a Customer or a Vendor.

Concepts of ORDER POWER! 94 Term Codes Panels for Extended Pay Plans (Easy Payment Plans)

Concepts of ORDER POWER! 95 Units of Measure This table defines the number of “eaches” in a unit of measure. ORDER POWER! supports a selling U/M, a stocking U/M, a purchasing U/M, and unlimited receiving units of measure. The selling, stocking, and purchasing units of measure are attached to an item.


Upsell Groups Similar to cross sells except there can be only one group per item.

Concepts of ORDER POWER! 97 User Reason Codes

There can be up to 3 reason codes assigned to an order header or to an order detail line.

Concepts of ORDER POWER! 98 Vendors Require to set up all drop ship vendors. Assign the drop ship vendor to the primary vendor in the item file. Subsequent screens are used to declare the purchasing, shipping, correspondence, and remittance contacts.

Concepts of ORDER POWER! 99 Warehouses

At least one warehouse is required for order entry and subsequent order release.

Concepts of ORDER POWER! 100 Warehouse Maintenance Panels

Concepts of ORDER POWER! 101 Zip Codes ORDER POWER! is delivered with a table of City / State by zip code so that when a user keys just a zip code, the City and State are automatically populated. This table is refreshed with each ORDER POWER! release upgrade. This table is an adjunct table to the delivered table and allows the user to enter cities created between release upgrades and declare “vanity” cities. Eg 33317 is Plantation, Fl., the delivered table has it as Ft. Lauderdale.


Authorization Authorization is pre-approving orders before shipment. Authorizations can be required for all tender types and be performed manually or via computer-to-computer transmission to an authorization center. Panel 1 of “Tender Maintenance” AB Catalog Company Tender Update Tender AE Description Amer Express Order Type 2 ?Check Digit Calc Method N Reference Required N Min Tender Ref Length 1 Required First Character 3 Second Character 7 6 Authorization Required Y New Pre-Auth per Shpmnt N Voucher Printed By System N Floor Limit Days to Clear Merchant Number 123456 ?Hold Code ?Terms Code PRE Use in: Order Entry Y Y/N Counter Sales Y Y/N AR Entry Y Y/N GL Department/Account 000 00100 Discount/Upcharge Amt/Pct Misc Charge Description Amount Delete F1=Help F3=Exit F4=?List F12=Cancel F23=User

Panel 2 of “Tender Maintenance” for a type “2” Tender AB Catalog Company Tender Update Tender AE Description Amer Express Order Type 2 Multi-tender N Enter Sh/Hnd at Ship Time N Misc at Ship Time N Computer Auth Good For 7 Computer-to-Computer Authorization Authorization Y Center Tender AE Address Verification N Days Between Retries 001 Max Declines Allowed 03 ?Hold Code F1=Help F3=Exit F4=?List F12=Cancel F23=User

Manual Authorization Authorization can be done manually by calling the authorization center, providing the center with the necessary information, and recording the authorization number or decline code directly into ORDER POWER! To authorize an order manually, the following steps should be followed: $ print an Order Authorization Listing to view all active orders awaiting authorization

Concepts of ORDER POWER! 103 $ call the appropriate authorization center to receive the authorization number or decline code $ enter the authorization number(s) and decline code(s) from the Order Authorization Entry panel $ optionally, print deposit vouchers.

Computer-to-Computer Credit Card Authorization During on-line computer-to-computer authorization, a batch of unauthorized orders is transmitted to the bank or authorization center. The batch is returned (retransmitted) with the authorization and/or decline codes. ORDER POWER! automatically backfills the appropriate authorization or decline into the appropriate order. Electronic authorizations can be transmitted in a one-pass or two-pass process. A one-pass format causes the authorization center to authorize and settle an order during a single pass or transmission. The customer’s account is charged and their available credit limit decremented for the total merchandise amount. The one-pass authorization process is used for Type 1 orders only. Orders can be authorized and the customers’ accounts charged during order entry or shipment. One-pass authorization is usually done during Order Entry. The two-pass format enables an order to be preauthorized and settled in separate transmissions to the authorization center. Two-pass operation allows the company to charge a customer’s account only for the shipped items. If an ordered item cannot be shipped (IE backordered), the customer is not charged for it. The customer’s card credit limit, however, is decremented for the total expected order amount during preauthorization (or the first pass). During settlement processing, the customer’s available credit limit is adjusted in accordance with the actual charges. For example, if a customer ordered two items but decided to cancel one, credit would be reapplied to the customer’s account. The customer’s available credit limit would be adjusted up for the amount of the canceled merchandise. A report is generated showing all orders that failed authorization, listing the reason for failure. Failed orders are retransmitted for authorization based on the number of days between retries specified in the Company Profile. Optionally, direct deposit (settlement) can be enabled via computer-to-computer authorization depending on the authorization center. The authorization can be defined as “good for” a predefined number of days; therefore, ORDER POWER! can automatically reauthorize orders with expired (or stale) authorizations. ORDER POWER! supports address verification (AVS) during credit card authorization enabling participating authorization centers to use PS 2000 processing. The AVS compares the buyer’s address with the credit card billing address to help assess the validity of the credit card. ORDER POWER! can be configured to automatically place an order “on hold” based on the AVS code returned during credit card authorization.

Authorization Centers Data transmission files and the programs used to process them can be configured for any number of authorization centers, as required. Currently, the following authorization centers have been enabled.

Concepts of ORDER POWER! 104 $ Paymentech (formerly T.J. Litle and DMGT) $ National Data Center (NDC) $ PC Batch $ POSport


Customer Service Customer Service refers to all customer contact after the order has been taken. Through customer service, the order history can be viewed and fully documented.

• From the Customer Service function: • Some order information can be updated (IE hold status) • Inquiries can be viewed (all inquiries available in Order Entry are available in Customer

Service) • Shipment Package Information can be accessed • Notes can be maintained to document the order • Return Authorizations can be processed • FTC Compliance notices can be sent to the customer • Customer correspondence can be created

Order Header and Detail Maintenance Using the Maintenance function on the Order Header and Order Detail Display panels, the operator can update some basic order/item information directly from the Customer Service function.

On-line Inquiries All the standard inquiries available during Order Entry are also available from Customer Service. Inquiries supply additional information at a glance, to help the Customer Service Representative (CSR) provide better customer support and service. Basic inquiries determine product availability, list extended descriptions (unlimited product information), show whether items are on a purchase order and when receipt is expected, display the customer's previous purchase history, and more.

Shipment Package Information The package id, ship to customer information, method of shipment, manifest pickup number, tracker number, weight, declared package value, actual freight charges, and customer shipping charges recorded during Order Entry are retained for follow-up by order and shipment.

Notes Notes are used by customer service representatives to document follow-up instructions, the history of customer calls, or anything else unique to an order. As in Order Entry, notes (comments or memos) can be keyed into an order to track the history of any order. Besides order and line item notes, comments can be permanently appended to a customer's record. Virtually, an unlimited number of text lines can be recorded. Up to 999 lines of text with 40 characters per line, can be appended to each name, each order, and each order line. The comment code listed beside each line of text, shows whether the corresponding text will be printed on the pick tickets and invoices (shipping documents), aging reports, purchase orders, and/or purchase order receiving documents.


Return Authorizations A return authorization refers to the right granted to a customer to return previously ordered merchandise. Optionally, the merchant may agree to pay for the return shipping charges. Return Authorizations (RAs) can refer to the original order to simplify return processing. From the Return Authorizations menu, the operator can: $ track items that customers are returning $ detail supporting information using the notes function (IE package contents, etc.) $ create call tags for inclusion on the shipper manifest $ perform returns receiving entry and maintenance. Call tags are separate documents issued to, and authorizing, the carrier to pick up a package at the customer’s location. The customer is not charged shipping for these return packages Call tags must be handwritten on the appropriate carrier form and identified by the pre-assigned form number. A call tag is noted on the shipper’s manifest and informs the driver to obtain the call tag. Refer to the Shipping Manifest on the following page.

Return authorizations are either active or closed. An active RA indicates the return authorization has been issued; however, the merchandise has not yet been received back into the warehouse. A closed return authorization shows the merchandise has been returned and received into the appropriate warehouse. Closed return authorizations are considered inactive. Receiving personnel should close out the return authorization when the merchandise is returned. Printing a credit memo automatically closes the referenced RA when the total credit memo quantity matches the total return authorization quantity. Return Authorization and Entry processing and panels are patterned after Order Entry, therefore, RA training is minimized.

FTC Compliance Federal Trade Commission (FTC) notices alert customers that their merchandise will not be shipped within the advertised period. ORDER POWER! supports two FTC Notice formats: a company defined 8.5 X 11@ form letter or preprinted 4.25 X 7@ postcard. A company can establish up to five FTC notice periods and define which form letter or postcard should be printed for each late period. FTC Notices/periods are set up in the Company Profile. The FTC notice mailing date is added to the order to aid Customer Service. ORDER POWER! retains the date the last notice was sent per customer order. The FTC notice date is listed on the Order Detail Display. Additionally, an Order Audit record is created each time an FTC Notice is printed. The Order Audit will list the date and time the notice was created, and the operator who initiated it.


Customer Correspondence Unique letter templates can be defined for customer service. Correspondence activity can be optionally logged into the order audit.


Shipping The shipping function in chronological order includes:

• releases orders or order segments • prints pick tickets and shipping labels • confirms shipments and backorders • prints invoices • and generates shipper manifests.

Order Release and Pick Ticket Print Orders can only be released for picking under the following conditions:

• the Order Header and Detail records must be active • the order cannot be on hold • the shipping quantity must exceed zero • the additional order amount, if applicable, must be authorized for Type 1 orders • the transmit code for computer-to-computer authorizations must be blank • orders requiring pre-auth must be approved • the credit memo must have been printed for a credit memo order • all items must be available for release for a ship complete order • if profile flag ship beyond quantity available is set to N, then inventory must be available • the order must meet all remaining Order Release selection criteria (see below).

Only orders meeting all the above selection criteria are selected for release and generate pick tickets. Should all orders fail to meet the entire set of requirements, only the Order Release Report is printed. No pick tickets will be generated.

Concepts of ORDER POWER! 109 Order Release Selection Criteria Orders can be released by: AB Catalog Company Order Release Selection Thru Scheduled Date ........ 11/01/01 Backorders ................. 1 1=Include 2=Omit Line 3=Only Line ?Warehouse .................. MIA 4=Omit Ordr 5=Only Ordr Order Type ................. 1 1=All 2=Select Ship Via ................... 1 1=All 2=Select Tender ..................... 1 1=All 2=Select Item ....................... 1 1=All 2=Select Order Number ............... 2 1=All 2=Select 3=Range Ship To Customer ........... 1 1=All 2=Select Batch Number ............... 1 1=All 2=Select Pick Ticket Code ........... 1 1=All 2=Select 3=Blank Priority Code .............. 1 1=All 2=Select Media ...................... 1 1=All 2=Select 3=Range Non-Inventory Only Orders .. 1 1=Include 2=Omit 3=Only Destination Zone ........... 1 1=All 2=Home Zone 3=Hub Zone my info fl ................. 1 1=All 2=Select 3=Blank Product Group .............. 1 1=All 2=Select Customer Class ............. 1 1=All 2=Select F1=Help F3=Exit F4=?List F12=Cancel F13=Options AB Catalog Company Order Release Selection Web Store .................. 1 1=All 2=Select 3=Range Drop Ship Items ............ 1 1=Include 2=Omit 3=Only Per Bulk Ticket: Segments .. 10 Items ..... Over Merchandise Amt ....... 0=All Limit of Orders ............ 0=All Equal to # Shippable Lines.. 0=All Optimized Bulk Ticket ...... N Y/N Location to Print .......... 1 1=Preferred 2=Allocated ?Sequence Within Batch ...... 1 1-5 ?Sequence Within Pick Ticket 1 1-4 Only Complete Orders ....... N Y/N Zone or Wave Pick W Z/W FOR FUTURE USE Use Current Printer Default Y Y/N Submit to Batch ............ N Y/N Save Changes ............... N Y/N F1=Help F3=Exit F4=?List F12=Cancel

Concepts of ORDER POWER! 110 The release option will allow the user to sequence the items on the pick ticket and the pick tickets within the batch. For example if single line orders are released, the pick tickets can be sorted within the batch by location (bin#). The Order Release panels allow the operator to limit the number of orders picked during the current session or request a bulk pick ticket and tailor its size. It is possible to create a set of release options to be used at different times during the day. For example, 9:00 AM: release all single line orders 10:00 AM release all rush orders 1:00 PM release UPS orders etc. The user may fill in the release selection criteria appropriately and save them as R09, R10, and R01. At 1 PM, the user would run the release function selecting the R01 options to set the appropriate release selection criteria. Following the successful completion of the Order Release Selection, an Order Release Report is printed along with the pick ticket(s). The Order Release Report lists: criteria used to select the current group of orders a summary of the orders selected for release the total number of orders (including new orders) and backorders orders are totaled: by tender ship via method order origin media priority code order entry batch and a count of single line/single quantity, single line/multiple quantity, and multiple line orders. For planning purposes, ORDER POWER! has a simulated release option which prints the report without releasing orders. Pick tickets can also be used in place of invoices. For Type 1 orders, the pick ticket is the invoice. Optionally, the pick ticket can be used as the invoice for Type 2 and Type 3 orders by setting the show price on pick tickets indicator to Yes in the Company Profile. Prices and miscellaneous charges always appear on the pick tickets for Type 1 orders, except gift orders (if order is tagged as a gift. Note, when the pick ticket represents the invoice, a hard copy invoice is not printed when the Invoice Print function is run.

Concepts of ORDER POWER! 111 Pick Ticket Segments Orders can be organized into shipping segments to simplify the picking process. One pick ticket is produced for each shipping segment of an order to be picked. A separate segment is created for orders where line in the order have multiple: pick ticket codes different ship-to customers ship via codes warehouses assignment for fulfillment drop ship requirements and priority codes Optionally, multiple order segments can be in different stages of the fulfillment cycle within the same order. For example, one segment can be BACKORDRed and another ON PICK. This is called concurrent releases. Concurrent releases are permitted only when the allow concurrent releases option of the Company Profile is set to Yes.

Bulk Pick Tickets Optionally, a bulk ticket (BT) can be generated to summarize a group of orders and simplify the picking process. A customer’s order will not be split between two bulk pick tickets. Using bulk tickets enables the picking of multiple orders on a single pass through the warehouse. All merchandise is then taken to a central staging area where each individual customer order is packed for shipping. The bulk ticket can be printed in a detailed or summarized report format. The detailed format lists ordered quantity by order and item while the summarized format lists only total quantity by item. Items are sorted on the bulk ticket in bin number or warehouse location sequence to make picking more efficient Bulk pick ticket printing is initiated by entering a value in either the orders per bulk ticket or lines per bulk ticket prompt. A standard pick ticket is also printed for each customer order or order segment to be shipped when printing bulk tickets.

Picking by Location / Type The pick locations are controlled by the Order Release Company Profile options. Ordered items are always selected first from the preferred location, then by either location type and name or a location name only. When the pick by locn type/location flag is set to Yes, items are selected in ascending location type / name order. Otherwise, when the pick by locn type/location flag is set to No, items are selected in alphanumeric order by location name only. For example, AB Catalog Company has a warehouse with eight locations numbered 1 - 8. Even numbered locations are assigned a type value of P for a primary location. Odd numbered locations are assigned a type value of S to identify secondary, or bulk locations. Each location contains a quantity of 5 of the ordered item. The preferred location is 6.


Type Location QOH S 1 5 P 2 5 S 3 5 P 4 5 S 5 5

Preferred Location P 6 5 S 7 5 P 8 5

Two orders are being released for picking:

Order 1 quantity ordered - 3 Order 2 quantity ordered - 12

Locn/Type QOH Pick Balance Location Qty

Example 1: Pick by Location Type / Location (Yes) Pick 1 (satisfies Order 1) P/6 5 3 2

Pick 2 (partial Order 2) P/6 2 2 0 Pick 3 (partial Order 2) P/2 5 5 0 Pick 4 (satisfies Order 2) P/4 5 5 0

Example 2: Pick by Location (No) Pick 1 (satisfies Order 1) P/6 5 3 2

Pick 2 (partial Order 2) P/6 2 2 0 Pick 3 (partial Order 2) S/1 5 5 0 Pick 4 (satisfies Order 2) P/2 5 5 0

It is strongly suggested that each company follow an ascending naming convention for location types/names within a warehouse. Locations used as primary picking locations should be given names that fall lower in the alphanumeric sequence than secondary or bulk locations so they will be picked from first. As in the above example, primary locations are identified by a type P while secondary locations are noted by an S.

Backorders During Order Release, an order and/or detail line can be automatically placed on backorder when insufficient quantities exist to fulfill the order. Automatic back ordering depends on the print all items on ship doc flag in the Company Profile. When the print all items on ship doc flag is set to No, the item(s) with insufficient quantities is placed on backorder and flagged in the record. Only the shippable lines are printed on the pick ticket and shipped.

Concepts of ORDER POWER! 113 When the print all items on ship doc flag is set to Yes, all items are printed on the pick ticket, including any items with insufficient quantities. The item(s) with insufficient quantities is flagged on the pick ticket as backordered, but the line (record) is not flagged as backordered until the order has been shipment confirmed. In Customer Service, however, the status of the line is displayed as a PICK/BO. When insufficient inventory quantities are available to fulfill the entire order, the whole order is automatically placed on backorder. Backorders and backordered detail lines can be released, inventory committed (if applicable), and merchandise shipped. The record status is changed to RELEAS / CNFIRM. However, the backorder flag is retained in the record(s) for historical purposes.

Reprint a Pick Ticket A pick ticket can be reprinted (provided the pick ticket is voided) as often as required before ship confirmation. After the shipment has been confirmed, the pick ticket can no longer be reprinted. This feature is useful in case of printer device failure or jam during original pick ticket printing.

Void a Pick Ticket The void function changes the order segment status. A new pick ticket can be generated for the voided pick ticket segment. After voiding a pick ticket, the segment can be updated if it has not been shipped and the order has not been cash posted.

Adjusted Pick Ticket Optionally, a pick ticket can be used in place of an invoice. Therefore, an adjusted pick ticket / invoice would be printed when:

1. the prices printed on the original pick ticket invoice are changed. 2. a Type 2 or Type 3 order not shipped as expected 3. or for which the shipping and handling charge and/or miscellaneous amount is

added during ship confirmation.

The Order Release Company Profile options control the adjusted pick ticket printing. First, the show price on pick tickets flag must be set to Yes. This implies that the pick ticket is substituting as the actual invoice and any change to the invoice price must be explained to the customer. The print adj pick ticket for box/mail/always prompt determines when the adjusted pick ticket is printed during the order processing cycle. The options are as follows:


Box an adjusted pick ticket is printed during Ship Confirmation only Mail an adjusted pick ticket is printed during Invoice Print Always indicates that an adjusted pick ticket is never printed, only the invoice is printed.

Standard ORDER POWER! processing prints an adjusted pick ticket in invoice format. Shipping labels are not printed. The Unshipped Orders Report can be used to show which orders have been released and picked but have not yet been shipped. The order (or order segment) is awaiting Shipment Confirmation.

The Ship Confirmation Task Ship Confirmation records the shipment information including quantities shipped, substitution items shipped, tracker numbers, and shipping and handling $$s assigned at manifesting time. There is a step to post the ship confirmation which updates inventory, the order status, etc. Ship confirmation may occur directly into ORDER POWER! or with a 3rd party manifesting system. There are many ways that manifesting systems are enabled with ORDER POWER!. The interface may be built by

1. creating a order release file on the 400 that is accessed by the manifest system natively or through an ODBC driver

2. a file may be down loaded to a PC

3. or the information may be stored in a bar code on the picking ticket

During a Shipment Confirmation session, a batch (work) file of confirmation records is created. Each work station creates its own batch to allow multiple stations to ship confirm concurrently. The batch remains active until a terminal session is ended using the posting option. The Ship Confirmation Inquiry can be used to identify ship confirmation batches and their status.

Backorders and Cancelled Orders During Ship Confirmation Posting, ORDER POWER! automatically creates a backorder for the unshipped portion of a shipping segment (order) if the ordering customer accepts backorders. When the ordering customer does not accept backorders, the unshipped portion of the shipping segment is automatically cancelled.

Concepts of ORDER POWER! 115 Invoicing The invoicing step prints the invoice documents and debits A/R for the merchandise shipped with appropriate shipping and handling and taxes.


Mail List Management The mailing list is the customer master and it includes: customers that ordered bill-to customers ship-to customers inquiring customers (requestors) and a combination of the above Each of these entities can have one or more contacts and they are dynamically identified by their activity. A customer added to the mailing list without ordering is permanently tagged as a requestor. A subsequent order further identifies the customer as an ordering customer. Names can be added or maintained during order entry or using option 25 on the Work with Files menu. All addresses changes are logged (See Audit on the Mail List Inquiry Panel) and stamped with the date, and workstation and user IDs.

List Sharing In a multiple company environment, the mailing list can be dedicated to a single company or shared by more than one company.

Address Hygiene ORDER POWER! helps cleanse addresses in several ways:

1. The State file has valid SCF ranges 2. By entering a zip code when adding a name, the city and state backfill into the address

(can be overridden with vanity cities – see Zip code table) 3. Integrated with Group 1’s Code –1 Plus to correct addresses as new names are entered.

Code 1 will also add the carrier route code Code 1 is an optional module and not part of base ORDER POWER! ORDER POWER! has also been enabled on a custom basis with the Canadian version of Code –1

Note: The zip code field is 10 characters alpha-numeric to provide for International postal

codes. The zip code table (which is used for city / state backfill) is refreshed with each new release

of ORDER POWER!


Reduce Redundancy at Point of Entry As names are entered, ORDER POWER! checks for redundancy by using match code logic. Each customer is assigned a match code which is composed of: Zip (or 1st five character of the Postal Code) The first 2 characters of the first line of Address The first 2 characters of the last name example: Smith at 123 Tropical Way, Plantation Fl. 33317 has a match code of 3331712SM If the system detects a name with the same match code, ORDER POWER! displays all names with the same match code and the user has the option of adding the freshly keyed name or selecting an existing name and discarding the new name. When importing names from a 3rd party using the ORDER POWER! import function there are similar matching routines that the user can enable that will automatically add names or use existing names.

Concepts of ORDER POWER! 118 Work with Files Menu WRK01 AB Catalog Company 10/24/01 ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 1. Alert Classes 14. E-mail Class Codes 2. AR Adjustment Codes 15. FTC Notices 3. Authorization Default 16. GL Default Accounts 4. Buyer Codes 17. GL Item Classes 5. Cancel Codes 18. GL Personalization Classes 6. Comment Codes 19. Hold Codes 7. Contact Demographics 20. Inventory Effect Codes 8. Correspondence Codes 21. Inventory Hold Codes 9. Countries 22. Items 10. Coupon 23. Known Fraudulent Credit Cards 11. Cross-sell Groups 24. Label Request Codes 12. Customer Classes 25. Mailing List 13. Cycle Codes 26. Mailing List Demographics More... Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 27. Media 40. Product Subgroups 28. Media Books 41. Prospects 29. Media/Book Override GL Classes 42. Response Curves 30. Name Suffixes 43. Return Codes 31. Non-Business Days 44. Salespersons 32. Order Interface Company Profile 45. Scales 33. Order Origins 46. Search Column Assignment 34. PC Application Interface 47. Seasonality Codes 35. Personalization Codes 48. Ship Via Codes 36. Pick Ticket Codes 49. Ship Via Weights/Rates 37. Pricing Groups 50. Ship Via Zones 38. Priority Codes 51. Shipper Defaults 39. Product Groups 52. Shipper Manifest Codes More... Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

Concepts of ORDER POWER! 119 ERNIE ORDER POWER! Work with Files DSP102S1 Select one of the following : 53. Shipping/Handling Calc Methods 66. Warehouses 54. SIC Codes 67. Zip Codes 55. States 56. Storage Codes 57. Styles 58. Substitution Groups 59. Tax Classes 60. Tenders 61. Term Codes 62. Units of Measure 75. Profile 63. Upsell Groups 64. User Reason Codes 65. Vendors Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.2W

Concepts of ORDER POWER! 120 Mailing List Maintenance (option 25 on the Work with Files menu) Mail List Inquiry Panel (Inquired with Power Search for “JOH”)

The following action selections are inquiries: Open Orders History all orders AR accounts receivable Audit address changes Items Ordered The following are inquiries and maintenance functions Contract Prices Notes see below Ship to Customers can be used to pre define as many ship-to addresses for this customer,

or they can be define while taking an order.

Concepts of ORDER POWER! 121 Trading Profile used to define how customer receives documents, FAX or EDI. Contacts used to define up to 999 contacts. Can also create and maintain contacts

while taking an order. Order Interface if this customer will electronically send customer orders, this action

selection establishes the order import defaults for the file being received. Web Users to declare passwords for customers who will access an ORDER

POWER! controlled access web store.


Search Last Name The search last name field is automatically filled by the system unless overridden. The system backward searches the name looking for the first blank and then fills the search last name with the first 10 characters to the right of the blank. If the customer is “Abby Tucker MD”, it knows that MD is a name suffix and it continues its search for the next blank. These name suffixes are stored in table that can be maintained using option 30 on the Work with Files menu.

Demographic Codes ORDER POWER! provides for 20 demographic codes.

Demographic Codes are used to capture custom data. Names can be pulled for mailings based on demographic data. Contacts can have their own set of demographic data.


Label Request Codes Label request codes are used for fulfilling catalog or information inquiries without creating a customer order. For example, there may be several inquiry pieces that can be sent as follows: WHL wholesale catalog CON consumer catalog CD catalog on CD DVD catalog on DVD These label requests are user defined with option 24 on the Work with Files menu. The appropriate label request code is assigned to the new customer. To print these labels use option Catalog Request Label Selection on the Mail List Management menu. The label request code is printed on the label. After printing the Printed Flag and the Date (printed) are updated.

Alert Class Discussed in Tables for Order Entry

SIC Codes Valid Standard Industrial Classification Codes that can be applied to customers are defined using option 54 on the Work with Files menu.

User Defined Fields Most master files have 3 user defined fields which are declared in the company profile. The first user definable field is searchable In the example for AB Company, the user definable field is Old Cust# which is searchable and employee# which is not searchable.


Notes Many notes (comments or memos) can be appended to each name, and may be viewed, and changed during Order Entry and Customer Service. Virtually, an unlimited number of text lines can be recorded. Up to 999 lines of text with 40 characters per line, can be appended to each name. The comment code listed beside each line of text, shows whether the corresponding text should be printed on the pick tickets and invoices (shipping documents), and aging reports.

Prospects Prospects can be pre-loaded into ORDER POWER! using a custom load program and it would normally contain the media (source) code. This file is available during order entry such that found prospects would be automatically added to an order and to the Mail List with the appropriate media code. This file can be maintained using option 41 on the Work with Files menu.


Warehouse Management Warehouse Management tracks all quantities on hand, quantities on a customer order, quantities on the pick ticket, etc. It keeps a history of all inventory transactions, suggest replenishment by location and does directed putaways.

Quantities Quantity On Hand The actual quantity in inventory

Stored: Quantity on hand is stored by item, warehouse, and location, in stocking units of measure.

Updated: Quantity on hand is updated during Ship confirmation, PO Receivings, and

Inventory transactions, including adjustments by physical count. The following quantities are stored in summary form. The resources required to calculate these numbers on demand (inquiries) would be prohibitive. In the unlikely event that these numbers do not balance with the actual details, synchronizing some totals with the details is possible. The Synchronize Inventory Files function recalculates the quantities on customer order (including counter sales), the quantities currently on purchase order, and the current quantities on pick. Quantity On Customer Order The sum of all order detail lines.

Stored: Quantity on customer order is stored by item and warehouse, in selling units of measure.

Updated: Quantity on customer order is updated during Order Entry, Ship Confirmation, and

Backorder Cancellation. Quantity On PO The sum of all purchase order detail lines.

Stored: Quantity on PO is stored by item and warehouse, in purchasing units of measure.

Updated: Quantity on PO is updated during Purchase Order Entry and Purchase Order Receiving.

Quantity On Pick The sum of the detail lines on an open pick ticket for the quantity listed on the pick ticket.

Stored: Quantity on pick is stored by item, warehouse, and location, in selling units of measure.

Updated: Quantity on pick is updated during Order Release, Ship Confirmation, Change of

Backorder Status, and Pick Ticket Void.


Quantity On Customer Drop The sum of all order detail lines designated as drop shipped directly from a vendor.

Stored: Quantity on customer drop is stored by item and warehouse, in selling units of measure.

Updated: Quantity on customer drop is updated during Order Entry, Ship Confirmation, and

Backorder Cancellation. Quantity Committed The sum of the committed quantity in the order detail lines.

Stored: Quantity committed is stored by item by warehouse, in selling units of measure.

Updated: Quantity committed is updated during Order Entry, Ship Confirmation, Backorder Cancellation, and Commit/Decommit Orders.

Quantity Available The quantity remaining in inventory if all outstanding orders were shipped.

Calculated: The quantity available is calculated by subtracting the total (quantity on customer order plus quantity on customer drop) from the quantity on hand.

Quantity Available to Commit This is the quantity remaining in inventory if only the committed quantities were shipped.

Calculated: The quantity available to commit is calculated by subtracting the quantity committed from the quantity on hand.

Quantity On PO Drop The sum of all detail lines designated as a Drop Ship Purchase Order.

Stored: Quantity on PO Drop is stored by item and warehouse, in purchasing units of measure.

Updated: Quantity on PO Drop is updated during Purchase Order Entry, Purchase Order

Receiving, and Drop Ship Document Generation. Net PO The quantity to be received into inventory.

Calculated: The net PO quantity is calculated by subtracting the quantity on PO Drop from the quantity on PO.


Multi Company ORDER POWER! supports a multiple company environment. Each company can run independently or the inventory can be shared by two or more companies. If the inventory is shared, then one company is declared the owner of the inventory and the other company(s) will sell and ship from it. The General Ledger accounts are defined separately for each company; therefore, the inventory affect on the General Ledger accounts will be specific to each company.

Warehouses and Locations Within each company, inventory can be stored in one or more warehouses. Warehouses can be physical or logical (a staging area, returns, quality control, etc), and the inventory can be available or not available for customer orders. When a warehouse prohibits customer orders, the inventory must first be transferred to a warehouse that does allow customer orders before the inventory can be picked. An item can be stored in multiple warehouses and multiple locations or bins within a single warehouse. A location (bin) can store multiple items. Position To : Warehouse Inquiry Show Delete : N 2=Change 3=Copy 5=Display 6=Locations 7=Shipper# 8=Zones 9=Storage Codes Warehouse Description Del ASE ASE Assembly Warehouse BLK Bulk Warehouse - Miami CA California Warehouse CSM Consignment Warehouse CT S. Windsor, CT Warehouse DIR Directed Putaway Warehouse FTL Ft Lauderdale IN Columbus, Indiana JMK JMK Quality Assurance KNS KNS Kitting LIN Lincoln Warehouse MIA Miami Warehouse NYS New York Store PH1 Freezer - Logical Warehouse More... F1=Help F3=Exit F6=Create F7=Bkwd F8=Fwd F10=Top F12=Cancel F18=Bot F21=Print


Zones Zones are areas within warehouses. A picking sequence number within the warehouse can be assigned for the zone.

Storage Codes Storage code classifies areas such as cold storage, storage on hangers, rolls, etc. Storage codes can be assigned to items, warehouses, and zones. Items with an assigned storage code can only be located in warehouses or zones with the same storage code.

Shipper#s Depending on the manifesting system being used, shipper numbers may need to be assigned to each fulfillment warehouse for every shipping method.


Warehouse Maintenance Panels AB Catalog Company Warehouse Update Warehouse CT ?Logistics Pro Warehouse Description S. Windsor, CT Warehouse Address 1395 John Fitch Blvd City, ?State S. Windsor , CT Zip, ?Country 06074 , US Allow Customer Orders Y Y/N ?Default Inventory Location 1W Allow Blank Location N Y/N ?Default Receiving Location Safety Stock in Days 000 Override GL Department Blank, 000-999 Pick Replenishment Overfill % 000 Pick: Only from Preferred N Y/N If Y, Drive Negative N Y/N Other Non-bulk Locns Y Y/N Bulk Locations Y Y/N Outer Packs N Y/N Inner Packs N Y/N Selling UOM Units Y Y/N Delete F1=Help F3=Exit F4=?List F12=Cancel

AB Catalog Company Warehouse Update Warehouse CT Description S. Windsor, CT Warehouse Directed Putaway N Y/N Confirm Putaway N Y/N Confirm Location N Y/N Barcode License Plate N Y/N ?In-Transit Location Putaway Sequence: 1-4 Preferred Pick...... 1 Preferred Putaway... 2 Like................ 3 Other............... 4 F1=Help F3=Exit F12=Cancel


Inventory Commitment Committing is the reserving or allocating of inventory for a specific order. Optionally, inventory can be automatically committed during Order Entry Order Release Purchase Order Receiving.

Inventory allocation can also be done manually using the Bulk Commit and Commit/Decommit functions.

During Order Entry, the default quantity to commit for a selected item can be overridden on the Item Select Additional Information panel. Previously committed inventory can also be decommitted manually by order, item, or hold code. ORDER POWER! does not deallocate inventory previously allocated to an order automatically. The company determines whether to commit inventory, and if so, at what point during the order cycle. Commitment flags can be set at the following levels: $ Company Profile / Order Release options $ Order Origin

Units Of Measure Three distinct units of measure are maintained for each item in the Item Master file. For example an item may be purchased by the case, stocked by the box, and sold as individual units.

$ purchasing $ stocking $ selling

ORDER POWER! can receive in any unit of measure.


Two Step Cycle Count ORDER POWER! uses a two-step physical inventory counting process. With two-step counting, a company can physically count the inventory and update the book quantity while carrying on with normal business activity. Step one Function $ freeze inventory Capture Current Inventory Position $ print count sheets Generate Physical Count Sheets $ physically count the inventory in the warehouse(s)

Orders can continue to be processed. Step two $ enter the physical inventory counts Enter Physical Count $ verify the accuracy Physical Count Edit Listing

Physical vs. Book Report $ post the counts to ORDER POWER! Post Adjustments from Physical Count

Inventory cannot be removed (or picked) from the warehouse(s), from the time the items are frozen until the actual counts are made.

Cycle count codes which indicate number of counts per year can be assigned to each item or an item can be manually selected for counting. Items can be selected for counting by product group, vendor, location in warehouse, and cycle code.


Inventory Effect Codes All inventory transactions are saved. Some of these transactions are automatically generated as a result of a shipment, a receipt, an adjustment to reflect a difference in physical count, etc. and others can be manually created. TRAINS Item Transaction History From: OLDEST Trains and Track To: NEWEST Pstn to Date: ?Filter by Whse: STOCK U/M: EA 5=Display ?Filter by Code: 1.000 Transaction Whs Location Code Prior QOH Quantity Date MIA 009 PO Cost W/O Re 3/15/01 MIA A123 002 Issue - Shipme 9988.000 10.000 3/16/01 MIA A123 002 Issue - Shipme 8269.000 1.000 3/16/01 MIA PUTAWAY 006 PO Receipt W/O 140.000 1.000 3/20/01 MIA PUTAWAY 022 Reverse PO Rec 141.000 1.000 3/20/01 MIA PUTAWAY 006 PO Receipt W/O 140.000 1.000 3/20/01 MIA 009 PO Cost W/O Re 3/20/01 MIA A123 002 Issue - Shipme 8268.000 1.000 3/23/01 MIA PUTAWAY 006 PO Receipt W/O 141.000 15.000 3/23/01 MIA 009 PO Cost W/O Re 3/23/01 Bottom F1=Help F3=Exit F4=?List F7=Bkwd F8=Fwd F10=Top F12=Cancel

F16=Sequence F18=Bottom F21=Print Inventory effect codes make processing inventory transactions easier, quicker, and more reliable. Pstn : Inventory Effect Codes Inquiry Show Delete : N 1=Select 2=Change 5=Display Effect Description Del ICT Inter-company Transfer SP Spoilage SPO Spoilage/Obsolete SS Show Samples WIN Received Wrong Item# 001 Physical Inventory Adjustments 002 Issue - Shipment 003 Adjustments 004 Cr. Memo - Returned Inventory 005 PO Receipt WITH Cost More... F1=Help F3=Exit F6=Create F7=Bkwd F8=Fwd F10=Top F12=Cancel F18=Bottom F21=Print

Concepts of ORDER POWER! 134 The following are inventory effect codes delivered with the system: Code Description 001 Physical Inventory Adjustments 002 Issue - Shipment 003 Adjustments 004 Cr. Memo - Returned Inventory 005 PO Receipt WITH Cost

006 PO Receipt W/O Cost 007 Non-PO Receipt WITH Cost 008 Non-PO Receipt W/O Cost 009 PO Cost W/O Receipt 010 Non-PO Cost W/O Receipt 011 Cost Change Audit 012 Drop Ship Receipt WITH Cost 013 Drop Ship Receipt W/O Cost 014 Inventory Transfers 015 Kit Assembly - Kit 016 Kit Assembly - Component 017 Kit Dis-assembly - Kit 018 Kit Dis-assembly - Component 019 Cost Only Adjustment 020 Return-to-Vend Issue W/O Cost 021 Return-to-Vend Cost W/O Issue 022 Reverse PO Receipt 023 Reverse Return to Vendor 024 Drop Ship RTV Issue W/O Cost 025 Drop Ship Cost W/O Receipt 026 Drop Ship Reverse Receipt 027 Drop Ship RTV Cost W/O Issue 028 Drop Ship Reverse RTV 029 Drop Ship Issue (No GL) 030 Drop Ship Return (No GL)

ORDER POWER! reserves inventory effect codes 031 through 050 for future use.


Creating Custom Inventory Effect Codes These user defined codes can be used to manually process transactions. AB Catalog Company Inventory Effect Codes Update Effect Code SS Description Show Samples Check Unit of Measure N Effect: Average Cost N Last Cost N Units Y Date Y Receipt N Adjustment N Issue Y Cost Adjustment Only N Info 1 Description What show? Info 2 Description Info 3 Description Contra GL Dpt/Account 999 00999 User Reason Description Mandatory Y/N Delete F1=Help F3=Exit F12=Cancel


Costing ORDER POWER! supports inventory valuation based on:

$ average cost $ last cost $ replacement cost

Average, last, and replacement item costs are maintained in stocking units of measure.

$ After confirming shipment of a customer order, the Shipment History file contains the three costs

in selling units of measure. $ The Item Transaction file details all inventory movements and maintains the transaction cost in

stocking units of measure. $ All General Ledger transactions are generated using average cost. $ Many ORDER POWER! reports allow the user to choose which cost(s) to display.

Directed Putaway ORDER POWER! supports directed Putaways where the system will recommend where inventory receipts are put.


Accounts Receivable ORDER POWER! provides an open item Accounts Receivable (AR) that fully integrates with all ORDER POWER! sub systems including General Ledger.

AR Posting The debit (charge) occurs when shipment confirmation is invoiced. The amount posted to AR is the shipped merchandise amount plus appropriate shipping and handling, discounts, miscellaneous, and taxes. The amount debited is for all segments shipped confirmed since last invoicing. Appropriate is defined in the Company Profile, to determine if shipping and handling, discount, and miscellaneous are charged on the first shipment, last shipment, or pro-rated per shipment.

The credit is posted to AR as follows: Type 1 orders: For these pre-pay orders, the tendered amount is entered into the order. The AR

is credited when these tendered amounts are posted using option 3 Post Order Entry Payments on the Daily Operations and Balancing menu or option 13 on the AR menu. Posting is usually either selected by batch number or daily for all batches.

Short payments are applied using the cash application and posting function using either

option 1 or 2 on the AR menu. Type 2 orders: After ship confirmation and invoicing, the credit card is ready to be settled.

Settlement credits AR. Type 3 orders: Cash is applied using the cash application and posting function using either

option 1 or 2 on the AR menu. Counter Sales Orders Counter sales payment and invoice records are posted to AR with option 13.

Post Counter Sales.

Note: Invoice number are equal to order#s with a 2 digit suffix indicating the shipment number. Order number 12345 will generate an invoice number 12345-01 on the first

shipment, 12345-02 on the 2nd shipment, etc.


AR Transaction Types (Records) As orders flow through the system, certain processes directly affect the Accounts Receivable ledger. AR transaction codes are attached to the records created during these critical functions. These transactions are used during Accounts Receivable Entry.

AR Transaction Types Tran Type Description When Created

A

Adjustment AR Entry (menu option 1 or 2)

C

Credit Memo

AR Entry, Credit Memo Printing

I

Invoice

Ship Confirmation, Invoice Printing, AR Entry

L

Late Fee

AR Entry

P

Payment

Ship Confirmation, AR Entry, OE Payment Posting

R

Refund

AR Entry, Refund Process, Write-Off Process

For balancing purposes, it is important to understand the timing of when the transactions affect AR.


The AR Menu ACR01 AB Catalog Company 11/07/01 ERNIE ORDER POWER! Accounts Receivable DSP102S2 Select one of the following : 1. AR Entry - Online Posting 13. Post Order Entry Payments 2. AR Entry - Batch Posting 14. Post Counter Sales 3. AR Inquiry 15. Work with Extended Pay Plans 5. Upd/Reverse Declined AR Payments 16. Update EPP Tender Expiration 17. Extended Pay Plan Aging Report 6. Cash Report 18. Extended Pay Plan Analysis 7. AR Activity Report 19. Extended Pay Plans On Hold Report 8. AR Aging Report 9. AR Statements 10. Deposit Report 21. Small Debt/Refund Report 11. AR Order Activity Report 22. Create Refunds 12. AR Customer Activity Report 23. Write Off Small Debts/Refunds More... Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.1

ACR01 AB Catalog Company 11/07/01 ERNIE ORDER POWER! Accounts Receivable DSP102S2 Select one of the following : 23. AR Reconciliation 24. Unearned Revenue 51. AS/400 Operational Assistant 80. Main Menu 81. Change Company 90. Signoff Bottom Selection ===> F1=Help F3=Exit F9=Command Line F12=Cancel Copyright 2001 Computer Solutions, Inc. Version 4.0.1

AR Menu Options When a credit card tender is entered using option 1 or 2 (ie it is not entered with an order) the credit gets posted to AR. This menu option reverses the transaction on a decline.

Concepts of ORDER POWER! 140 Cash Report The AR Cash Report produces a listing of cash activity (payments and refunds) posted to the General Ledger from Accounts Receivable for a specific period. The report is summarized by tender (for example, cash, local checks, and money orders). AR Activity Report The AR Activity Report produces a detailed chronology of the Accounts Receivable transactions posted to the General Ledger during a specific time period. The report is sequenced in ascending order by transaction date and prints one line for each AR entry that meets the report selection criteria. AR Aging Report The AR Aging Report is a user-defined listing by receivable date (either invoice date or due date) for all monies due. The report graphically depicts the age of unpaid balances. The report can be sequenced by customer number, last name, zip code, or company. The aging report can show credit customers (those for whom a credit limit is established) and/or consumer customers (those without a credit limit), unpaid invoices or bills with positive and/or negative balances, all or a range of customers, and all or selected payment methods.

AB Catalog Company AR Aging Selection Thru Transactions Dated................ 2/15/99 Customer............................... 1 1=All 2=Select Customer Class......................... 1 1=All 2=Select Last Salesperson....................... 1 1=All 2=Select Sequence by............................ 1 1=Custno 2=Lstname 3=Zip 4=Company Print Zero Balance Customers........... N Y/N Print Zero Balance Orders.............. N Y/N Print Zero Balance Shipments........... N Y/N Print Credit Balance Customers......... 2 1=Include 2=Omit 3=Only Include if over........................ 0=All Age by Fixed or Floating Days.......... 1 1=Fixed 2=Floating Customer Type.......................... 1 1=All 2=Credit 3=Consumer Age by Due or Invoice Date............. 1 1=Due Date 2=Invoice Date Deduct Prompt Pay Discounts Available.. Y/N Print in Detail or Summary............. 1 1=Detail 2=Summary Use Current Printer Defaults........... Y Y/N Submit to Batch........................ N Y/N Save Changes........................... N Y/N F1=Help F3=Exit F12=Cancel

AR Aging Selection panel

AR Statements The option produces open item statements showing the balance of the account. The user can define messages that print on the bottom based on delinquency.


AB Catalog Company AR Statements Selection Thru Transactions Dated............ 2/15/99 Customers............................. 2 1=All 2=Select Customer Class........................ 1 1=All 2=Select Last Salesperson...................... 1 1=All 2=Select Sequence by........................... 1 1=Custno 2=Lstname 3=Zipcode Include Zero Balance Orders........... Y Y/N Print Zero Balance Customers.......... Y Y/N Print Zero Balance Shipments.......... Y Y/N Print Credit Balance Customers........ 1 1=Include 2=Omit 3=Only Print Past Due Customers Only......... N Y/N Late Fees in Detail/Summary........... 1 1=Detail 2=Summary Zip Code Range........................ N Y/N Age By................................ 1 1=Due Date 2=Invoice Date Deduct Prompt Pay Discounts Available. Y Y/N Use Current Printer Defaults.......... Y Y/N Submit to Batch....................... N Y/N Save Changes.......................... N Y/N F1=Help F3=Exit F12=Cancel

AR Statements Selection panel

Late fees can be calculated and printed on the customer’s statement but not booked (posted) into Accounts Receivable. The late fee % is defined in the Company Profile Deposit Report The AR Deposit Report produces a list of all payment transactions (and deposit numbers) made within a specific time period, summarized by tender type. The report is sequenced by deposit date. AR Order Activity Report Similar to the next option but selected and sorted by order AR Customer Activity Report The AR Customer Activity Report details the Accounts Receivable transactions posted to the General Ledger during a specific time period. The report is sequenced in ascending order by transaction date and prints one line for each AR entry that meets the report selection criteria. You can specify the period covered by the report, select specific orders (or a range of orders) and can optionally report unauthorized payments. Extended Pay Plan Options These options manage and help restructure EPPs. (see the Terms Code file to set up an EPP)

Concepts of ORDER POWER! 142 Small Debt / Refund Report The Small Debt/Refund Status Report produces a hard copy listing of all customers that have an outstanding debt or refund against specific orders which meets the user-defined selection criteria (including account balance limit). It is useful in determining which amounts to write-off or refund.

AB Catalog Company Small Debt/Refund Status Report Selection Thru Transactions Dated......... 2/15/99 Balance Amount.................. 50.00 OWING to Cust/OWED from Cust.... 1 1=Owing 2=Owed Customer........................ 2 1=All 2=Select Customer Class.................. 1 1=All 2=Select Last Salesperson................ 1 1=All 2=Select Sequence by..................... 1 1=Custno 2=Lstname 3=Zip 4=Company Print in Detail or Summary...... 1 1=Detail 2=Summary Customer Type................... 1 1=All 2=Credit 3=Consumer User Assigned Order #........... 1 1=Include 2=Omit 3=Only Tender with Merchant Number..... 1 1=Include 2=Omit 3=Only Print Address on Report......... N Y/N Use Current Printer Defaults.... Y Y/N Submit to Batch................. N Y/N Save Changes.................... N Y/N F1=Help F3=Exit F12=Cancel

Small Debt/Refund Status Report Selection panel

Concepts of ORDER POWER! 143 Create Refunds Order Power! creates refunds based on a credit balance that exists on the order without regard to the overall balance that may be due from that customer. These refunds create a batch of Accounts Payable (AP) transactions for check printing. The customer is set up as a “one time” vendor in AP. To prevent issuing a refund check to a customer who owes you money, you should always run the Small Debt/Refund Write-off prior to creating AP Refund Batches

AB Catalog Company Refund Batch Selection Thru Transactions Dated......... 2/15/99 Refund Maximum Balances of...... 10.00 Customer........................ 2 1=All 2=Select Customer Class.................. 1 1=All 2=Select Last Salesperson................ 1 1=All 2=Select Customer Type................... 1 1=All 2=Credit 3=Consumer User Assigned Order #........... 1 1=Include 2=Omit 3=Only Posting Date.................... 2/15/99 ?Tender for Created Refund Recs.. Sequence by..................... 2 1=Custno 2=Lstname 3=Zip 4=Company Print in Detail or Summary...... 1 1=Detail 2=Summary AP Batch Name................... S001-12959 AP Batch Description............ AR Refund Batch - S001-12959 Use Current Printer Defaults.... Y Y/N Save Changes.................... N Y/N F1=Help F3=Exit F4=?List F12=Cancel

Refund Batch Selection panel

Concepts of ORDER POWER! 144 Small Debt / Refund Write-Offs Small Debt/Refund Write-offs is a process that automatically debits or credits old open invoices so that the balances are set to zero ($0) by creating Accounts Receivable adjustments (records with Tran Type = A, or A records). ORDER POWER! will prompt for debit and credit amounts and a date. All open invoices older than the specified date and with outstanding balances within the debit and credit amounts will be adjusted to zero ($0).

AB Catalog Company Small Debt/Refund Writeoff Selection Thru Transactions Dated......... 2/15/99 Balance Amount.................. OWING to Cust/OWED from Cust.... 1 1=Owing 2=Owed 3=Both Customer........................ 1 1=All 2=Select Customer Class.................. 1 1=All 2=Select Last Salesperson................ 1 1=All 2=Select Customer Type................... 1 1=All 2=Credit 3=Consumer User Assigned Order #........... 1 1=Include 2=Omit 3=Only Posting Date.................... 2/15/99 Posting GL Account.............. 000 00000 Print Records Created........... Y Y/N ?Batch Name...................... Batch Description............... Batch Disposition............... 1 1=Create 2=Replace 3=Add to Use Current Printer Defaults.... Y Y/N Submit Job...................... N Y/N Save Changes.................... N Y/N F1=Help F3=Exit F12=Cancel

Small Debt/Refund Write-off Selection panel

Accounts Receivable can automatically write off an unpaid debt or refund whose payment date has passed and whose dollar amount does not exceed the company specified write off amount. The write-off value can be either positive or negative. ORDER POWER! automatically creates the necessary transactions and posts them into the Accounts Receivable and General Ledger. A small debt / refund write-off audit report is printed

Concepts of ORDER POWER! 145 AR Reconciliation This report is used to balance the AR GL account. Unearned Revenue This report is used to balance the Unearned Income GL account.


General Ledger ORDER POWER! GL is integrated with all other ORDER POWER! modules. ORDER POWER! supports 999 companies, each with as many as 999 profit centers or departments. The user must define various General Ledger accounts against which the transactions can be posted. These accounts are established in the appropriate Work with files menu option. There is no period-end processing required in the ORDER POWER! General Ledger module. ORDER POWER! keeps monthly account balances for three years. Two of those years are available for transaction posting, and the detail of all General Ledger transactions is always available for both of those years. The third and oldest year is available for prior period comparisons on financial reports. The fiscal year may begin with any month. ORDER POWER! supports both 12-period and 13-period fiscal reporting. Twelve period reporting is defined in quarters based on either calendar month or “4,4,5” weekly periods identified by a start and end date. ORDER POWER! General Ledger retains three years of budgeting and reports on “actual” versus “budgeted” amounts and also “actual” versus “prior period” results. The third or oldest year of financial data can be reported on. The data, however, cannot be modified.


GL Standard Reports ORDER POWER! incorporates a flexible report writer for formatting financial statements such as Balance Sheets, Income Statements, and Cash Flow Statements. Once a report has been defined, it can be used globally to report on any company and/or consolidated group of selected companies and/or departments. Financial Statements include: $ actual vs. budget for a current month and year-to-date period $ actual vs. last year for a current month and year-to-date period $ percentage columns with company-defined denominators $ twelve-month spreadsheets with actual or budgeted amounts including a column for each

month, and totals $ a four-column spreadsheet - each column can include any range of fiscal periods.

This allows a company to compare the results of four quarters that may span more than one fiscal year.

$ presentation quality financial reports rounded to the whole dollar $ audit quality financials that list each account and corresponding balance to the cent (in financial

statement format) $ year-to-date detail General Ledger for either of two years $ monthly detail General Ledger for any of 24 months $ General Ledger trial balance

The ORDER POWER! GL account number CCC – DDD – NNNNN where: CCC = company DDD = department NNNNN = account

Average Cost All costing transactions are at average cost (or by standard cost by configuring the inventory transaction effect codes to not affect average cost or setting the flag on Panel 3 of the Profile).


GL Flow

PGLTRN is used for drill down if using ORDER POWER! GL. If interface posting to GL files results in a posting error, an unposted GL batch is created in “error status”. All transactions that are posted or in an error batch are tagged in PGLTRN as being posted. The interface to post to GL Files can be run as often as necessary.

Optional and custom: post to 3rd party GL

Tables for GL account#: (see Work with files menu) Company Profile GL Defaults GL Item Classes Media/Book Override G/L Classes Tender Types Inventory Effect Codes Warehouse Personalization GL

classes

ORDER POWER! Transactions: AR postings Ship -confirmation Credit card settlement Inventory transactions etc.

PGLTRN

GL Files

GL Menu 6. Interface from Order Fulfillment Sub ledgers (select summarization options)

ORDER POWER! Transactions: AP transactions GL journal


GL Tables

Company Profile Interface switch must be set to ‘Y’ to build PGLTRN. Note: the switch for AP is to create AP check refunds.


GL Defaults

The default cost of goods sold and cost of goods returned is defined in inventory effect codes.


GL Item Classes and Media / Book Override GL Classes Optionally create if item classes override company defaults, and then attach GL Item Classes to Items.

Media / Book Override GL Classes If media or book override item classes or company defaults


Tender Type Tender Code Maintenance

Contra Account to AR account. Normally this is the cash account or perhaps “Due from American Express”.


Inventory Effect Codes

To define the inventory contra account. For transaction code 002 (a sale), this account is the default “cost of goods account” For transaction code 004 (a return), this account is the default “cost of goods returned account”.


Warehouse


Personalization GL Classes To define the GL accounts for selling decoration, imprinting, monogramming, etc. including set-up charges and run rates for personalized items.


GL Hierarchy ORDER POWER! has an established hierarchy of General Ledger accounts from which it will search to decide which account a transaction should be posted against. The hierarchy is as follows:

Personalization GL Classes Media/Book Override G/L Classes GL Item Classes GL Defaults - or - Tender Types (no defaults for Cash, AR from credit card, etc.) - or - Warehouse Inventory Effect Codes GL Defaults


General Ledger Interface The user can post PGLTRN transactions to the GL with the following summarizing options. By day: 1) within original JV numbers

2) creating a new summarized JV number for each day By month: 3) within original JV numbers A JV# or Journal Voucher number is the same as a Journal Entry number, a number associated with all transactions added to PGLTRN as a batch, eg all transactions that are added as a result of a ship confirmation posting.


Source & Sales Analysis ORDER POWER! maintains a rich database. There, are many standard reports each with a variety of options. Customized reports can be created to meet individualized needs. Any DB-2 query tool can be used such as IBM QUERY/400, Crystal Reports, IQ-Query, etc.

The Reporting Menu


Reporting Options

Options can be saved by User ID. Since most reports are generated from original data, they can be run from any date to any date.


Commissions and Royalties ORDER POWER! supports the reporting on commissions and royalties.


The Company Profile

Company # 001 AB Catalog Company Panel 1 Profile Inquiry Company Name ............... AB Catalog Company Address .................... 6187 NW 167 St Suite H33 City, State ................ Miami , FL Zip, Country ............... 33015 , US Telephone .................. 1-305-558-7000 Name shown on menus, reports and panels ................ AB CATALOG COMPANY F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 1.1 Profile Inquiry Select Next: Customer # ................. 4329 User Assigned....... N Y/N Omit Check Digit ... N Y/N Journal Voucher # .......... 4865 Order # .................... 112312 Pick Batch # ............... 2579 Purchase Order # ........... 45158 Bid # ...................... 1640 Return Authorization # ..... 4687 Package ID # / Segment...... 7083 Batch # .................... 13997 User Assigned....... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 1.2 Profile Inquiry Company Defaults: Company Name Overrides Customer Name ............. N Y/N Country .................... US GL Company Number .......... 001 Payment Terms .............. N50 Warehouse .................. MIA Local Currency Code ........ CUR E-Mail Server I.P. Address.. 198.168.200.1 ORDER POWER! Interface: Accounts Payable .......... Y Y/N General Ledger ............ Y Y/N If Y, Validate Accounts .. N Y/N Last AR Purge Date ......... 9/17/01 Last ML Age Refresh ........ 3/28/01 Last Item Summary Refresh .. 11/07/01 Last AR Inactive Flags ..... 9/06/01 F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 2 Profile Inquiry Mailing List Defaults: Customer Class ............. E-Mail Class ............... Default Credit Limit ....... 1000 Late Fee ................... 2.00000 'A'mt/'P'ct P Permit Backorders .......... Y Y/N Print Statements ........... Y Y/N Retain Last Tender Info .... Y Y/N Search by Tender # ......... Y Y/N Force Check for Zero Limit.. N Y/N Describe Telephone: 1 ......................... Daytime 2 ......................... Evening Describe Evaluation: Factor 1 .................. Novelty stores Factor 3 ..... Factor 2 .................. Population Factor 4 ..... Mail List Info Fields: Mandatory 1 ......................... Old Cust# N Y/N 2 ......................... Gender N Y/N 3 ......................... SS# N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 2.1 Profile Inquiry Mailing List: Protect in Mail List: Y/N Name ...................... N Position .................. N Company ................... N Address Line 1 ............ N 2 ............ N 3 ............ Y Convert lower case to upper N Invoice by Ship Segment..... Y Protect Prompt: Y/N Power Search............... Y Zip ....................... Y Phone ..................... Y Company ................... Y Last Name ................. Y Customer # ................ N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 3 Profile Inquiry Inventory Defaults: Replacement Cost % ......... 65.00000 Zero Price ................. W 'A'llow, 'E'rror, 'W'arning Allow Discount 1 .......... Y Y/N 2 .......... N Y/N Display Price Breaks ....... N Y/N Default GL Class ........... Default Shelf Life ......... 10 Comment Code for Ovr Desc .. 999 Delete Empty QOH Locations . N Y/N Standard Cost .............. N Y/N Allow Non-OP Recvd Serial # Y Y/N Item Quantity Availability Display: Display Qty in whole numbers N Y/N Inventory Info Fields: Mandatory 1 ......................... Street Dat N Y/N 2 ......................... Shp-To N Y/N 3 ......................... NMSC Code N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 3.1 Profile Inquiry Characters to exclude in search triplets: This company.......... `~|@#$%¬&*()-_=+¢!\¦;:'"{}><,./? Inventory Defaults: In-Transit Warehouse.... ITR Freeze Locations Being Cycle Counted.......... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4 Profile Inquiry Order Entry: Y/N Media ...................... Media Start/End Date ...... W 'A'llow,'E'rror,'W'arning Use Media .................. D 'O'riginal,'L'ast,'M'ailed,'D'efault Use Salesperson............. U 'O'riginal,'L'ast,'D'efault,'U'ser ID Tender ..................... AR Hold Code if Limit Exceeded CRE Default Cancel Code ........ COZ Maximum Cust. Order Line Qty 99999.000 Whole Number Quantities Only Y Check Qty Avail to Min ..... Y Availability for Whse Only Y Include Phase Outs ......... Y Capture Sold Out Items ..... Y Retrieve Line Description .. N Display/Calc Refundable .... Y Multiple Ship-Tos Per Order Y Check for Duplicate PO #.... A 'A'llow, 'E'rror, 'W'arning F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.1 Profile Inquiry Order Entry: Y/N Multiple Ship-Vias Per Order ....... Y Different Item Ship Vias ........... A 'A'llow, 'E'rror, 'W'arning Over "Crediting" ................... W 'A'llow, 'E'rror, 'W'arning Check for Dup Order: # of Prior Orders to Check ........ # of Prior Days to Check .......... Go Directly: to Mail List Entry ................ N to Item Entry ..................... N Return to Item Entry ............... N Full Screen Tender Panel............ N Auto F10 for OE Entry .............. N Auto F10 for PO Entry .............. N Print Short Log .................... N Include Update Orders ............. N Print Long Log ..................... N Output Queue ............... *CURRENT Name, *CURRENT, *USRPRF, *DEV, *JOBD Library ................... Name, *LIBL, *CURRENT F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.2 Profile Inquiry Order Entry: Y/N Allow Operator To: Authorize Order........... Y Change Price(s)........... Y Change Schedule Date...... Y Update/Delete Notes....... Y Change Commission Info.... Y Change Cost............... Y Change Credit Memo Price.. Y Hold Cross-Sell Selection.. N Save Lost Order Info ...... Y Item Search: Y/N 3 Char Description Prefixes Y Item Number Prefix......... N Standard Message: Smile, the customer can hear it in your voice! F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.3 Profile Inquiry Item Price Calculation: 1 = Highest Priority Contract Price . 4 Special Price .. 3 Media Item ..... 1 Customer Class . 2 Base Price ..... 5 Combine Discounts Discount 1 Calculation: with next priority Y/N Tender 1 Y Customer 3 N Customer Class 2 Y Include Prior Sequence of Discounts Discounts Discount 1 1 N Discount 2 2 N Coupons 3 N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.4 Profile Inquiry Order Entry: To Be Discounted: Y/N Order: Discount 1: Shipping/Handling N Miscellaneous 1 N Miscellaneous 2 N Discount 2: Shipping/Handling N Miscellaneous 1 N Miscellaneous 2 N Prompt Payment: Shipping/Handling N Miscellaneous 1 N Miscellaneous 2 N Discount 1 & 2 Y Coupon Y Personalization Y F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.5 Profile Inquiry Order Entry: Shipping/Handling Calculation Method: 1 = Highest Priority Customer Class .. 3 Media ........... 2 Item ............ 1 Charge per Addt. Ship To Min S/H$ per Order Rate Shopping ..... D 'A'utomatic,'D'isplay choices,'N'ot used Header Info Fields: Mandatory 1 ............... Club# N Y/N 2 ............... N Y/N 3 ............... N Y/N Detail Info Fields: 1 ............... N Y/N 2 ............... N Y/N 3 ............... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 4.6 Profile Inquiry Order Origin Defaults: Notify When Out of Stock ... Y Y/N Order Entry: Counter Sales: Session Defaults: Session Defaults: Batch # .................... Batch # .......... Hdr Info 1 ................. Hdr Info 1 ....... Hdr Info 2 ................. Hdr Info 2 ....... Hdr Info 3 ................. Hdr Info 3 ....... Order Origin ............... PHO Order Origin ..... POS Order Quantity ............. PO # ............. PO # .... Salesperson 1 .............. Salesperson 1 .... Salesperson 2 .............. Salesperson 2 .... Priority Code .............. Priority Code .... Ship Complete .............. N Y/N Ship Complete .... N Y/N Ship Via ................... UPS Ship Via ......... UPS F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5 Profile Inquiry Order Release/Processing: Y/N Bar Code Order # on Ship Doc Y Segments Per Bulk Ticket ... Items Per Bulk Ticket ...... Summarize Bulk Ticket ...... N Print All Items on Ship Doc Y Allow Concurrent Releases .. Y Segment by Pick Ticket Code. N Release Orders For Shipment Beyond QOH ................ N Show Price on Pick Tickets: Type 2 .................... Y Type 3 .................... N Show Previously Shipped Qtys On BO ................ N Commit Inventory ........... Y Commit During Order Release. Y Commit Up to in Days ....... F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5.1 Profile Inquiry Order Release/Processing: Lines Per Order Required To Have Sufficient Qty ....... 1 Merchandise Amt Req'd to Rel .. A A/P Replenishment Default Hold Code Require Preauth Type 2 ........ Y Y/N Pick by Locn Type/Location .... Y Y/N Manually Confirm by ........... 2 1=PB# 2=Ord# 3=Seg# Print Manifest Before Post..... N Y/N Print all Items on Invoice .... N Y/N Print Adj Pick Ticket For Box/Mail/Always: B/M/A 2 ........................... A 3 ........................... A Print Invoice if Bill to and Ship to Differ: Y/N 2 ........................... N 3 ........................... N Auto Remove Unshippable Segments Y F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5.2 Profile Inquiry Order Release/Processing: When To Calculate: 'F'irst, 'L'ast, 'P'rorate Ship/Handling ............. F Discount 1 and 2 .......... P Miscellaneous 1 and 2 ..... P Coupon .................... P Segment Info Description: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N Shipment Info Fields: 1 ......................... PICKER N Y/N 2 ......................... PACKER N Y/N 3 ......................... SHIPPER N Y/N Standard Message for Pick Tickets: Lines 3 & 4 for custom forms Thank you for your order. This is not an Invoice. This is strictly a packing slip. We appreciate your business and again Thank you for your order. F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5.3 Profile Inquiry Forms: Imprinted Laser Y/N Y/N AR Statements . Y N Credit Memo ... Y Y Purchase Orders Y Y Pick Ticket: Type 1 ....... Y Y Type 2 ....... Y Y Type 3 ....... Y Y Invoice: Type 1 ....... Y Y Type 2 ....... Y Y Type 3 ....... Y Y Bid Document: Type 1 ....... Y Y Type 2 ....... Y Y Type 3 ....... Y Y Order Confirmation Y Y F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5.4 Profile Inquiry Order Release/Processing: Print Type 1 Invoice............. N Y/N Use Kit/Asst Parent GL Class for Sales & COGS ............... N FIFO Picking .................... N Email Ship Confirmation ......... N Email Credit Card Decline ....... N Order Release Selection Defaults: Location to Print................ 1 1=Preferred 2=Allocated Sequence within Batch............ 1 1=Ord 2=Cust# 3=First Locn 4=Ship Via 5=Cust Cls Sequence within Pick Ticket...... 1 1=Line# 2=Item 3=Locn 4=Zone Allow Operator to Change Defaults N Y/N Standard Message for Invoices: Lines 3 & 4 for custom forms Thank You for your order. This is an invoice. This is line 3. It is available for Custom forms. This is line 4. It is available for Custom forms. F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 5.5 Profile Inquiry Order Release/Processing: Default Sequence for Notes Orders .................. O 'O'ldest, 'N'ewest Purchase Orders ......... O 'O'ldest, 'N'ewest Customer ................ O 'O'ldest, 'N'ewest Vendor .................. O 'O'ldest, 'N'ewest Default Sequence for Item History ............ O 'O'ldest, 'N'ewest Standard Message for Bid Documents: BID is good for 30 days F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 6 Profile Inquiry Accounts Receivable: Allow Change Post A/R Refunds Immediately Y Y/N (Y=Immediate N=AP Check Cycle) at Entry Valid days for entry ....... 10 Display Transactions ....... S 'A'll,'O'rder,'S'hipment N Y/N Protect Prompt Pay Disct. .. Y Y/N N Y/N Edit Order # ............... W 'A'llow,'E'rror,'W'arning Full Pay ................... O 'O'ldest, 'N'ewest N Y/N Date to Show ............... T 'T'rans, 'O'rder, 'I'nv Due N Y/N Immediate Display of Single Order ............. Y Y/N Y Y/N Allow Partial Discounts .... N Y/N Y Y/N Perform Partial Payments ... Y Y/N N Y/N Use Prompt Pay Discounts When Available ........... N Y/N N Y/N Show Next Payment .......... N Y/N N Y/N ?Default Adjustment Account . 211 32222 Y Y/N Pre-Enter Batch Totals ..... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 6.1 Profile Inquiry Account Receivable (cont...) Allow Change Position Cursor on Entry Header At: at Entry Order Number ............... Y Y/N/P 'Y'es, 'N'o, 'P'rotect Y Y/N Package Id ................. P Y/N/P 'Y'es, 'N'o, 'P'rotect N Y/N Purchase Order ............. P Y/N/P 'Y'es, 'N'o, 'P'rotect N Y/N Tracking #/Ship Via......... N Y/N/P 'Y'es, 'N'o, 'P'rotect N Y/N Batch Edit List Sequence...... C 'C'ustomer, 'E'ntry Batch Post List Sequence...... C 'C'ustomer, 'E'ntry Batch Edit List Format ....... D 'D'etail, 'S'ummary Batch Post List Format ....... D 'D'etail, 'S'ummary AR Posting Format: 'D'etail, 'S'ummary Order Type 1 Inv/Pymts ... D Type 2/3 Inv/Pymts.. D Full Pay Options: Automatic Transactions...... A 'A'djusting Entries,'P'mts Rem,'B'oth Y Y/N Allow Change for Includes... N Y/N Allow Change for Post Seq....... N Y/N --------------------Include? Post Seq --------------------Include? Post Seq Amt Remaining ....... Y Y/N 7 1-7 Invoices........... Y Y/N 6 1-7 Payments............. Y Y/N 5 1-7 Adjustment......... Y Y/N 3 1-7 Credit Memos......... Y Y/N 4 1-7 Refunds............ Y Y/N 2 1-7 Late Fees............ Y Y/N 1 1-7 F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 6.2 Profile Inquiry AR Inquiry: Calculate Age Days Immediately N Y/N Display....................... D 'D'etail, 'S'ummary AR Aging: Late Fees .................... L 'F'irst, 'L'ast, 'S'hipment Minimum Balance to Apply Late Fee .................... 10.00 Report ....................... L Statements ................... L Apply/Recalculate EPP Method N R - Recalculate Payment Amount (All periods) for Pymnt Overage/Shortage N - Apply to Next Payment Due B - Apply to Balance (Last Payment) blank - No Recalculations F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 6.3 Profile Inquiry Accounts Receivable: AR Past Due Statement Messages: 31 - 60 Days Is there a problem with your account? Please remit your payment to us in 10 days to maintain your good credit standing a 61 - 90 Days We are sorry to inform you that until your account is brought to a current standing, we will be unable to extend credit privileges to you a 91+ Days Unless payment is received immediately, we will be forced to turn this matter over to a collection agency a F1=Help F3=Exit F12=Cancel F22=Audit

Concepts of ORDER POWER! 185 Company # 001 AB Catalog Company Panel 6.4

Profile Inquiry Accounts Receivable: Accounts Receivable Info Fields: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 7 Profile Inquiry Purchase Order: Item Cost Calculation: 1 = Highest Priority Last Cost ................... 3 Replacement Cost ............ 4 Vendor Cost ................. 1 Last Vendor Cost ............ 2 Default PO Hold Code ......... Protect Costing .............. N Y/N Allow PO price change ........ Y Y/N Cost When F23 to Fully Receive Y Y/N Suppress Auto. Create of RTV Drop Ship PO from Cr. Memos N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 7.1 Profile Inquiry Purchase Order: Vendor Reference Info Fields: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N PO Header Info Fields: 1 ......................... CONF.DATE N Y/N 2 ......................... N Y/N 3 ......................... N Y/N PO Detail Info Fields: 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 8 Profile Inquiry FTC Notice: Days From Letter ID Scheduled (Blank = Notice Number: Ship Date Postcard) 1 15 2 30 3 45 4 60 5 F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 9 Profile Inquiry Return Authorization: Allow operator to create Cr Memo N Y/N Manual RTV Shipment N Y/N RA Header Info Fields: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N RA Detail Info Fields: 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 10 Profile Inquiry Media: Media Info Fields: Mandatory 1 ......................... Terms Code N Y/N 2 ......................... N Y/N 3 ......................... N Y/N Media Book Info Fields: 1 ......................... Terms Code Y Y/N 2 ......................... S&H N Y/N 3 ......................... CND Shipv N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 11 Profile Inquiry User Reasons: Order Header: Mandatory 1 ......................... Why? N Y/N 2 ......................... N Y/N 3 ......................... N Y/N Order Detail: 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 12 Profile Inquiry Salesperson Info: Salesperson info Fields: Mandatory 1 ......................... Age Y Y/N 2 ......................... Gender Y Y/N 3 ......................... National Y Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 13 Profile Inquiry Customer Class Info: Customer Class info Fields: Mandatory 1 ......................... Attorney N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 14 Profile Inquiry Coupons: Coupon Info Fields: Mandatory 1 ......................... Y Y/N 2 ......................... Y Y/N 3 ......................... Y Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 15 Profile Inquiry Styles: Valid Values Fixed Style Length .......................... 1 Thru 10, or BLANK Style/Scale Separator ....................... Style Header Info Fields: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N Style Detail Info Fields: 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 15.1 Profile Inquiry Styles: Scale Header Info Fields: Mandatory 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N Scale Detail Info Fields: 1 ......................... N Y/N 2 ......................... N Y/N 3 ......................... N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 16 Profile Inquiry Gift Certificates: Last Certificate # Used ....... 355 Suppress Panel In OE .......... Y Y/N Allow Price Diff Face Value ... A 'A'llow, 'W'arn, 'E'rror Default Sender ................ O 'O'rdered by, 'B'ill-to, 'S'hip-to, 'N'one Default Recipient ............. N 'O'rdered by, 'B'ill-to, 'S'hip-to, 'N'one Include in Order Release ...... N Y/N System Printed ................ Y Y/N Print Mailing Label ........... N Y/N Allow Redemption Non-OP ....... N Y/N Writeoff Gift Cert Overpayments N Y/N Allow Multiple Redemptions..... Y Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 17 Profile Inquiry Web Store Information Next reference order #......... 284 Web Profile Information Fields Order Status File Information Fields Mandatory Mandatory 1 ............... info01 prf N Y/N 1 ........... ordstsinf1 N Y/N 2 ............... info02 prf Y Y/N 2 ........... ordstsinf2 N Y/N 3 ............... info03 prf N Y/N 3 ........... ordstsinf3 N Y/N Personality Information Fields Mandatory 1 ............... wbperinf01 N Y/N 2 ............... wbperinf02 N Y/N 3 ............... wbperinf03 N Y/N Content Information Fields Mandatory 1 ............... content 1 N Y/N 2 ............... content 2 N Y/N 3 ............... content 3 N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 18 Profile Inquiry Next Activity Number 196 Status Maintenance Method B Automatic/Manual/Both Allow Creator to set Follow-Up Date N Y/N Default Inq Select Representative to 4 1=User-ID 2=Reps Dept Code 3=Activity Queue 4=Blank Automatic Log Note Creation: When Notify Date Changes Y Y/N When Action Code Changes Y Y/N When Reason Code Changes Y Y/N When Resolution Code Changes Y Y/N When Representative Changes Y Y/N When RA is Maintained/Received Y Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 18.1 Profile Inquiry Interface Switches: Auto Create Activity when RA Created Y Y/N Auto Create: Yes/No/Prompt ?Comment Code Order Comment when Order Activity Created.... Y Y/N/P ! Vendor Comment when Vnd Activity Created..... N Y/N/P Customer Comment when Cst Activity Created... N Y/N/P PO Comment when PO Activity Created.......... N Y/N/P F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 18.2 Profile Inquiry Password to Delete Headers CSI1 *none - password not required Password to Delete Details CSI2 *none - password not required - - - - - - - - - - - - - Info Fields - - - - - - - - - - - - Activity Header: Mandatory Action Codes: Mandatory 1 ............ PRIORITY N Y/N 1 ............ AC001 Y Y/N 2 ............ N Y/N 2 ............ AC002 N Y/N 3 ............ N Y/N 3 ............ AC003 N Y/N Activity Detail: Mandatory Reason Codes: Mandatory 1 ............ N Y/N 1 ............ RE001 Y Y/N 2 ............ N Y/N 2 ............ RE002 N Y/N 3 ............ N Y/N 3 ............ RE003 N Y/N Representative Codes: Mandatory Resolution Codes: Mandatory 1 ............ RP001 N Y/N 1 ............ RS001 Y Y/N 2 ............ RP002 N Y/N 2 ............ RS002 N Y/N 3 ............ RP003 N Y/N 3 ............ RS003 N Y/N F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 18.3 Profile Inquiry Require Codes For: Headers Details Orders/Ordered Items Y Y/N N Y/N Items, Non Order Related N Y/N N Y/N Customer Related N Y/N N Y/N Vendor Related N Y/N N Y/N Purchase Order Related N Y/N N Y/N Management/Misc N Y/N N Y/N Additional Info Fields: Info 1 ........... Info 2 ........... Info 3 ........... F1=Help F3=Exit F12=Cancel F22=Audit


Company # 001 AB Catalog Company Panel 40 Corporate Profile Inquiry Name ORDERPOWER! 4.0 Corporate Name Vendor Info Fields Mandatory 1 ........................ Vendinfo 1 N 2 ........................ Vendinfo 2 N 3 ........................ Vendinfo 3 N Redisplay Session Defaults N Y/N Protect Vendor Power Search Y Y/N Convert Lower Case to Upper Case for Vendor .... N Y/N Next License Plate # ...... 2631 Last Inventory Resync 11/16/01 Last Credit Limit Resync 9/11/01 Last Item Search Rebuild 3/28/01 Email Class Info Fields Mandatory 1 ........................ N 2 ........................ N 3 ........................ N OP!/Clippership Interface.. Y Y/N Logistics Pro Release Level 5.1 Logistics Pro PTF Level 0 F1=Help F3=Exit F12=Cancel F21=Print List F22=Audit


ORDER POWER! Security


Change: Describe group and acces to command line. Users: User Id’s that belog to the group Programs denied: Select from a list of hundreds of programs Wild card applies, ie. MT* for all maintenance programs Ensure most groups are denied the function of maintaining security Companies denied: For multi-compnay environment.

Could restrict trainees to training company. Transaction codes denied: Inventory effect codes such as inventory adjustments. Action code Require Grp: Indicates that every user must be part of a group for access to ORDER POWER!.

Concepts of ORDER POWER! 206 Implementation Issues Training Train the trainer vs. train the user

Forecasting Purchase orders AP Activity Tracking, iSeries training

Balancing Web Store Conversion of data Custom Modifications Manifesting Credit Card Enabling Bar Coding Point of Sale GUI E-mail Forms: Invoices Pick tickets Statements Purchase orders FTC notification Gift Certificates AP checks Mass cancel notification Group 1 Mail List Selection Backup

Concepts of ORDER POWER! i

Index

?

?function · 12, 17

<

<F6> · 47

3

3rd Party Orders · 23 3rd Party Software · 3

A

Account Number · 148 Accounts Payable · 5 Accounts Receivable · 138 Activity Tracking · 7 Additional Search Words · 67 Adjusted Pick Ticket · 114 Alert Classes · 48 Amount Tendered · 7 AR Activity Report · 141 AR Aging Report · 141 AR Customer Activity Report · 142 AR Menu · 140 AR Menu Options · 141 AR Order Activity Report · 142 AR Posting · 138 AR Reconciliation · 146 AR Statements · 141 AR Transaction Types · 139 Assortments · 7, 39, 40 Audit · 66 Authorization · 103 Authorization - Computer to Computer · 104 Authorization - Manual · 103 Authorization Centers · 105 Authorization Defaults · 49 Average Cost · 148 AVS Codes · 49

B

Backorders · 113, 115 Balancing · 35 Balancing Menu · 21 Base Modules · 2 Base Price · 25 Batch Number · 35 Bins · 129 Book Override GL Classes · 152 Book Prc · 66 Bulk Pick Ticket · 112 Bundled Pricing · 25, 82

C

Cancel Codes · 50 Cancelled Orders · 115 Cash Report · 141 City / State Table · 102 Clippership · 3 Cls Prc · 65 Comment Codes · 34 Commissions · 161 Commitment · 132 Company Profile · 8, 26, 162 Cont Prc · 65 Contacts · 122 Continuities · 39 Continuity · 7 Continuity Items · 41 Contract Price · 25 Correspondence · 108 Correspondence Codes · 51 Cost · 148 Costing · 137 Counter Sales · 21 Countries · 53 Coupon · 7 Coupons · 55 Create · 47 Create Refunds · 144 CRM · 2 Cross Sell Groups · 57 Cross Sells · 30, 31 Cross-sell · 67 Crystal Reports · 3

Concepts of ORDER POWER! ii Customer Class Price · 25 Customer Classes · 58 Customer Correspondence · 108 Customer Notes · 126 Customer Service · 106 Customer Service Inquiry · 14 Customer Service Menu · 21 Customization · 80

D

Daily Operations Menu · 21 Days to Clear · 75 Decline Codes · 49 Demographic Codes · 124 Deposit Report · 142 Directed Putaway · 137 Discount · 7 Drop Shipments · 43 DTM · 52

E

Easy Payment Plans · 95 EPP · 95 Ext Desc · 64 Extended Descriptions · 33 Extended Pay Plan Options · 142 Extended Pay Plans · 95

F

Fax Software · 3 Fraud Addresses / Names · 54 Fraud Phone#s · 54 Fraudulent Credit Cards · 69 Freight · 7 FTC Compliance · 107 Future Pricing · 25

G

General Ledger · 147 General Ledger Interface · 158 Gift Certificates · 45 GL account number · 148 GL Defaults · 151 GL Flow · 149 GL Hierarchy · 157 GL Item Classes · 152

GL Standard Reports · 148 GL Summarization Options · 158 GL Tables · 150 Group1 · 3

H

Hist · 65 Hold Codes · 37, 60

I

Images · 32 Implementation Issues · 207 Independent Systems · 3 Inventory Commitment · 132 Inventory Effect Codes · 134, 154 Invoice Numbers · 138 Invoicing · 116 Item Extended Descriptions · 32 Item Images · 32 Item Search · 24 Items · 61

K

Kewil · 3 Kit · 7, 39, 40, 65 Known Fraudulent Credit Cards · 69

L

Label Request Codes · 125 Last Name · 124 Locations · 129 LogPro · 3

M

Mailing List · 8, 70 Mailing List Maintenance · 121 Main Menu · 6 Media · 8, 72 Media Book · 8, 72 Media Itm · 66 Media Override GL Classes · 152 Media Prc · 65 Media/Book Override GL Classes · 74 Media/Media Book Price · 25

Concepts of ORDER POWER! iii Microsoft Word · 52 Multi Company · 129 Multi-company · 6 Multi-Payment · 93

N

Name Type · 8 Nexus · 92 Notes · 34, 126

O

Officevision/400 · 52 On-line Inquiries · 106 Open POs · 65 Optional Modules · 2 Order Discounts · 27 Order Entry Inquiries · 32 Order Entry Menu · 21 Order Fulfillment · 4, 12 Order Import · 76 Order Interface · 76, 122 Order Logs · 36 Order Notes · 106 Order Origin · 8, 18, 78 ORDER POWER Security · 205 Order Release · 8, 109 Order Release Options · 109 Order Release Selection Criteria · 110 Order Statistics · 32 Order Status · 13 Orders · 17

P

Package Information · 106 PC Application Interface · 79 Personalization · 8 Personalization Codes · 80 Personalization GL Classes · 156 Physical Count · 133 Pick Ticket - Segments · 112 Pick Ticket - Adjusted · 114 Pick Ticket - Reprint · 114 Pick Ticket - Void · 114 Pick Ticket Codes · 81 Picking by Location / Type · 112 Prc · 64 Price · 8

Price Variance Report · 25 Pricing · 25 Pricing Group · 25, 82 Pricing Groups · 82 Priority Codes · 83 Profile · 8, 162 Prospects · 126 Provinces · 89 Pstn · 57 Purpose of Concepts · 1 Putaway · 137

Q

Q0H · 65 Qty Avail · 65 Qtys · 64 Quantities · 127

R

Release · 8 Replenishment · 8 Replenishment Items · 42 Reporting Menu · 159 Reporting Options · 160 Reprint a Pick Ticket · 114 Return Authorizations · 107 Return Codes · 84 Royalties · 161

S

Sales Adjustment % · 65 Sales Rate · 66 Salesperson · 85 Scales · 44 Seagull Software · 3 Search Column Values · 68 Search Last Name · 124 Search Words · 24 Security · 205 Segments · 9, 112 Selection Criteria · 110 Sequence #s · 67 Session Defaults · 17 Ship Confirmation · 9 Ship Confirmation Task · 115 Ship Via Codes · 87 Shipment Package Information · 106

Concepts of ORDER POWER! iv Shipper#s · 130 Shipping · 109 Shipping & Handling · 9 Shipping Restriction Classes · 86 SIC Codes · 125 Small Debt / Refund Report · 143 Small Debt / Refund Write-Offs · 145 Source & Sales Analysis · 159 Spc Prc · 65 Special Price · 25 Standard Cost · 148 States · 89 Status of Orders in the Fulfillment Cycle · 13 Storage · 67 Storage Codes · 130 Substitution Groups · 30, 91 Summary · 66

T

Tables · 46 Tax Classes · 92 Tax Exempt Zips · 53 Tax Override · 54 Tax Tables · 3 Taxable Classes · 54 Tender · 9 Tender Type · 153 Tender Types · 11 Tenders · 93 Term Codes · 94 Terms · 9 The Company Profile · 162 Trading Profile · 122 Two Step Cycle Count · 133

U

U/M · 96

Unearned Revenue · 146 Units of Measure · 96 Units Of Measure · 132 Upsell Groups · 97 Upsells · 30 User Defined Fields · 125 User Reason Codes · 98

V

Vanity City · 102 Vend Ref · 65 Vendor Cross-Reference · 24 Vendor Reference · 65 Vendors · 99 Vertex · 3 Void a Pick Ticket · 114

W

Warehouse GL Effect · 155 Warehouse Management · 127 Warehouses · 100, 129 Web · 67 Web Index Entries · 68 Web Prod Grp/Sub Grp · 67 Web Store · 5, 22 Web Users · 122 Where Used · 66 Work with Files Menu · 46, 119

Z

Zip / Ships Via · 54 Zip / Warehouse · 54 Zip Codes · 102 Zones · 130