Starting Block Parameters

Main Tab:

Name, Caption	These fields are required. The text you enter here is displayed on the Select Starting Block form. The Caption should briefly describe the block’s putpose.
Description	This field is optional. You can use it to provide additional notes. Note This text is only displayed in the Product Catalog.
Start As	This field is required. Use the drop-down menu to select the type of transaction to be initiated when you select this block. Select the type that supports the desired user experience: Order – Items are added after the agreement and the customer is not present. For example, an order entry administrator enters transactions on behalf of sales associates or agents. Sale – Items are added with the customer present. Sale transactions provide an additional review cart page that facilitates reviewing the sale with the customer. Notes Remote sales (for example, by a call center representative) are supported through IDI platform version 22.12. In-store sales using peripheral devices will be supported in a future deliverable. Direct Invoice – This must be selected when the block is intended to start direct invoice transactions. Note All transaction types support location, register, email and receipt/direct invoice options avaiable on the Policy tab.
Start Date, End Date	These date selectors are optional. You can use one or both to establish a date range when the starting block will be available on the Select Starting Block form. It will not be available before the start date, nor after the end date. Not entering a start date makes the block immediately available, and not entering an end date makes it available in perpetuity.
Order Type	This field is optional. You can use it to set a default order type. The type can be modified on the Basic Information page when you start a new transaction.
Starting Action	This field is optional. You can use it to set a default action for the transaction. The action can be modified on the Basic Information page when you start a new transaction. Note Additional options are presented for starting block configuration when applicable for the selected starting action. This lets you prepopulate the required information on the order to streamline the process and potentially avoid errors. The options depend on the selected starting action. For example, when Starting Action = Return Item, drop-down menus are provided for selecting a return reason and inventory status.
Displayed In	Use these check boxes to select where the starting block will be available for selection. This can be one or any combination of the: Orders web module Customer Care account-level Customer Care service-level
Allowable Actions	Use these check boxes to select which actions can occur within the transaction during assembly. This can be one or any combination of the listed actions.
Behavior	This provides options to: Perform Credit Evaluations. This directs the transaction to invoke your custom Credit Checking logic configured by IDI per your requirements. Note This behavior also requires Require Register to Start Transaction to be enabled on the Policy tab. This requirement is indicated when you click the associated information (!) icon. Skip one or both of the following pages when the starting block’s and/or Order Field configuration provide the required information: Skip New Transaction (Basic Information) page and begin on the Details (Assembly) page. Skip New Transaction and the Details pages and begin on the summary (either the Review Cart or the Summary page). Display New Transaction page and then skip Details page. After saving the basic information, the transaction resumes at either the Review Cart or Summary page.

Policy Tab

Location Options

Location options can apply for any transaction type. Using a location and register supports assigning a unique receipt or direct Invoice number to the transaction. Specifying the location and register can be handled in two ways:

For remote (not in-store) transactions where sales associates are not required to use a specific location/register, you can specify a global Location & Register using the respective drop-down menus. These menus are populated with locations and registers as configured in IDI Desktop Client POS Back Office.
Note
When a Location & Register are defined on the starting block, those settings are applied and take precedence over settings a user may enter via Orders Register Management.
For in-store transactions where sales associates must use their individual locations/registers, leave these fields undefined so as not to override settings entered via Orders Register Management. Also, check the Is Register Required check box. This will require sales associates to use Orders Register Management.
For Direct Invoice transactions, you must set a Location and Register on the starting block. Register Management is not applicable for direct invoice transactions.

Email Options

These options support emailing a receipt (or direct invoice) for the transaction. The drop-down menu defaults to No Email. In this case, all related fields are disabled and there will be no options to email a receipt on completing the transaction. If you want to email a receipt, select one of these options:

Message Email enables all related fields.
Email From Address and Email Subject are required.
Note
These must align with Communications web module setup.
Prompt for Email Upon Submit displays a dialog asking whether to email the receipt (or direct invoice) when the transaction is finalized/submitted. This defaults to checked (display the dialog).
Allow Email on Demand adds a button to the Finalize/Submit transaction page that lets you send an email with receipt/direct invoice, regardless of the state of the transaction. This defaults to checked.
Only After Transaction Submitted specifies the receipt can only be sent on submitting the transaction. There is no prompt, nor is there a button on the Finalize/Submit page prior to finalizing/submitting; however, the button will be available after the transaction is finalized/submitted. This defaults to unchecked.
Notification Message – Enabling this option behaves the same as Message Email, except that Email From Address is disabled as From address does not apply to notifications.

Receipt/Invoice Configuration

This area is labeled Receipt Configuration when Start As on the Main tab = Sale or Order. In this case you can use this area to:

Select a template for receipt presentation. The drop down menu is populated with templates as configured in IDI Desktop Client.
Specify footer text for the Receipt.
Select a logo image to appear on the receipt.
This area is labeled Invoice Configuration when Start As = Direct Invoice. In this case you can use this area to:
Select a template for invoice presentation. The drop down menu is populated with templates as configured in IDI Desktop Client.
Choose to include all order items on the invoice or only direct invoice items.
Specify text for the terms and conditions.
Select a logo image to appear on the invoice.
Note
When Direct Invoice fields are defined on the starting block, they are applied and take precedence over the equivalent settings for direct invoicing configured in the Orders web module in Manage > Settings.

Considerations for Credit Checking and Manual Deposits

This functionality requires you to select the Perform Credit Evaluation Behavior and Deposit Allowable Action. This action toggles the ability to manually add a deposit to the transaction, independent of the credit scoring logic. This setting does not impact automatically adding deposits to a transaction as dictated by your credit scoring logic.

Note
With proper setup, manual deposits can also be supported without starting blocks.

Considerations for Tender Bill Payment Starting Blocks

The default Bill Payment starting block is predefined with the following parameters on the Main tab:

Start As = Sale
Starting Action = Tender Bill Payment
Displayed in is set to Customer Care Account Level and Orders
Allowable Actions Account level and Bill Payment are enabled (checked)
Behavior = Skip Transaction Details Page
The Policy tab setup has not changed, except that Require Register to Start Transaction is preselected and cannot be disabled.

Considerations for Return Item Starting Blocks

The default Return Item starting block is predefined with the following parameters on the Main tab:

Start As = Sale
Starting Action = Return Item – This provides two additional drop-down menus:
Return Reason
Inventory Status
Displayed in is set to Customer Care Account Level and Orders
Allowable Actions all are enabled (checked)
No Behavior to skip pages are predefined
The Policy tab setup has not changed.
Note
As rules that govern returns are set on a register policy basis, the Location options can be used to set up additional starting blocks to enforce different return rules for different locations. Also, Require Register to Start Transaction is preselected and cannot be disabled.

Considerations for Void Transaction Starting Blocks

When Void Transaction is selected as the starting action:

The Start As drop-down menu is set to Order and cannot be changed. This ensures voids can only be performed on order transactions.
The Allowable Actions options are disabled and cannot be changed.
Displayed In defaults to Customer Care Account level and Orders; however, Customer Care Service level may be selected if you want.
On the Policy tab, Location, Email and Reciept configuration options are disabled and can not be changed.