This section covers:
starting a web sales transaction from the Orders web module or Customer Care. This includes starting:
an Order transaction
a Cart/Sale transaction
a Direct Invoicing transaction
Starting a Transaction from the Orders WebModule
From the Orders APPS tray click START >.
This displays the dialog for selecting a starting block. It lists existing starting blocks configured for availability by location (Orders, Customer Care account-level and Customer Care service-level) and date range. You can browse through the list using the forward (>) and backward (<) buttons or enter a text string to search (for example new order).
The following sections briefly describe the look and feel of the order and cart/sale transaction types.
Order Transaction
Selecting a block configured as an order transaction displays the familiar New Order Basic Information page.
Note:
If the block is configured with a specific Order Type, that Order Type will supersede any existing Order Field Configuration (OFC) and will be automatically selected. If no Order Type is configured on the selected block, the solution observes the Order Field Configuration, if set. If neither the block nor the OFC have been set to select a specific Order Type, the Order Type must be selected, as currently supported.
On specifying the customer and saving the basic information, the familiar order assembly page is displayed. From here the order proceeds as any other order transaction in the Orders web module.
Cart/SaleTransaction
Selecting a block configured as a sale transaction displays the same basic information page, except that the icon in the upper left corner indicates you’re starting a New Cart.
Note:
As with Order flows described above, if the block is configured with a specific Order Type, that Order Type will supersede any existing Order Field Configuration (OFC) and will be automatically selected.
On specifying the customer and saving the basic information, the order assembly page is displayed. With this release, the basic flow is similar to a billing order except that certain elements have different labels consistent with a cart/sale transaction as opposed to a billing order. Also, the presentation of certain screen elements has been improved, and the assembly phase for cart/sales provides an additional page for reviewing the sale with the customer prior to finalizing the sale.
Clicking Review displays the Summary page. This page is unique to Sale transactions. It provides sales representatives an opportunity to review the transaction with their customer to ensure it meets the customer’s expectations prior to finalizing.
The Billing Summary section provides the following information:
A simple order summary statement – in the above example, Adding one service and two features.
Separate sums for billing recurring and one-time (non-recurring) charges.
A simple summary of the total (sum of recurring and one-time charges) and the resulting Increase/Decrease on the next invoice; for example: The next invoice will include an estimated amount of 15.00
The Retail Summary section provides totals for the following:
Item (count) Subtotal – The sum of the extended price from all retail product line items. The label contains a count of the unique items (SKUs) involved.
Retail Discounts – The sum of the retail discounts applied.
Taxes – The sum of the calculated sales taxes to be paid.
Total Amount Due – This is the net of the above listed sums.
Note:
For IDI solution version 22.1, the Retail Summary only supports direct invoice items.
Clicking Proceed to Checkout displays the page for tendering (if applicable) and finalizing the transaction. The left panel provides miscellaneous transaction information and the right panel has four tabs:
TAX & TOTALS shows a breakdown of the retail charges to be tendered, icons for viewing and emailing the receipt, and a +NEW button for adding tender types/amounts.
Note:
Tendering options are based on Register Policy setup in the IDI Desktop Client (see Setup). If your system is integrated with the Paymentus payment vendor, you’ll have an option for Paymentus tender type. Using Paymentus is demonstrated the section on Tendering a Retail Transaction with Paymentus.
Tender Example:
From this page, clicking Finalize Sale submits the cart and converts it to a sale.
Starting a Transaction from Customer Care
In Customer Care a Start Transaction button is provided on the Account page (all views) in the upper right next to the icon bar. This button is intended to display starting blocks configured to be available for account-level transactions in Customer Care.
A Start Transaction button is also displayed on the Services and Features page in the right-hand Service Views panel when you select a service in the left-hand panel. This button is intended to display starting blocks configured to be available for service-level transactions in Customer Care.
Note:
The account-level Start Transaction button next to the icon bar is still available.
In either case, clicking this button displays the form for selecting a starting block. Once you select a starting block, the Orders web module opens in a new tab and the transaction proceeds based on the selected block (same as when you start via the Orders web module).
Direct Invoice Transactions
Direct invoice transactions can be initiated from both the Orders and Customer Care web modules. The flow (page sequence) for a direct invoice transaction is the same as in past releases:
Basic Information > Details > Summary
Use the system-provided Direct Invoice Experience starting block or another starting block with Start As = Direct Invoice.
Note:
The original direct invoice functionality where an order would be converted to a direct invoicing transaction by including a direct invoice item on the order no longer applies.
Selecting a direct invoice starting block displays the Basic Information page that is similar to initiating an order or cart transaction, except that the page is labeled appropriately for a Direct Invoice transaction user experience.
As with other transaction types, you need to specify the Customer. Order Type may or may not be auto-populated based on the starting block configuration. Saving the basic information displays the Details page for assembling the transaction. The page is appropriately labeled to indicate you’re working with a direct invoice transaction.
Similarly, when you’re finished with assembly and ready to submit the transaction, the Summary page is labeled accordingly. The Summary page displays the calculated tax and totals.
Note:
If you leave the detail page in assembly phase without clicking Review Direct Invoice, and then return to the transaction via the Direct Invoice OmniSearch, the Summary view will not show the TAX & TOTALS tab and will have a COMPLETE DIRECT INVOICE button (rather than SUBMIT DIRECT INVOICE). In this case, you must click the COMPLETE button to proceed to the Summary with TAX & TOTALS.
If you proceed to the summary directly from the Details view by clicking Review Direct Invoice, the Summary page will have a TAX & TOTALS tab that shows a subtotal, tax, and total amounts stemming from all charges related to the direct invoicing items on the transaction. From here you can bill to account, view the invoice, and then submit the direct invoice.
On submitting the transaction, the total amount is billed to account and an invoice is generated as occurred with past direct invoice transactions.