Tasks

This topic describes all tasks contained in the WebSphere Commerce business process model. Tasks are grouped by role. The task name links to the WebSphere Commerce help topic that describes how to perform the task.

 

Account Representative

Set contract details

Set contract details such as:

start and end dates

contract description and remarks

contract attachments

can purchases under this contract be made using the business account credit line

Submit contract for approval

Submit a contract for a Sales Manager's approval when all the contract modifications have been completed.

Select organization participants

Select the organizations that take part in the contract. One Seller and multiple Buyer participants may be specified. The Buyer participant can be the entire account holder organization, specific sub-organizations, or individual users.

Select base contract

Select the base contract applicable with the industry to which the customer belongs. The contract will share the terms and conditions from the base contract. Base contracts are contained in accounts that are marked for containing base contracts. These accounts can be in the same store as the customer contract, or they may be in a store with which this store has a 'contract' store relationship.

Set contract terms

Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
Contract terms and conditions can also be referred to as contract terms or terms.
Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
WebSphere Commerce supports the following terms and conditions:

Fulfillment center
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.

Order approval
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.

Payment method
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Pricing terms and conditions
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:

Master catalog with filtering
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.

The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.

The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.
This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.

Dynamic kit component pricing
This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.

Customized price list
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.

Entire catalog with adjustment*
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with adjustment*
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with selective adjustment*
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.

Product constraint terms and conditions
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:

Customized product set exclusion
This term states the items in a customized product set are not for sale in a contract.

Customized product set inclusion
This term states that items in a customized product set are for sale in a contract.

Product set exclusion*
This term states the items in a product set business policy are not for sale in a contract.

Product set inclusion*
This term states that items in a product set business policy are for sale in a contract.
Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.

Returns terms and conditions
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:

Refund payment method*
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.

Return charge*
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).

Right to buy amount
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.

Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:

Shipping mode*
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.

Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping charge type*
This term defines who pays for shipping orders. The following types of shipping charges are supported:

No shipping charge

Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.

Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.

Shipping adjustment
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.

Address book
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

Negotiate with customer (External task)

Contact a customer offline to discuss and negotiate on the terms and conditions and other details for a new contract.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Select customer group participants

Select the customer groups and organizations that take part in the contract as Buyers and Sellers. One Seller and multiple Buyer participants may be specified. The Buyer participant can be customer groups that contain a list of entitled users.

Select business account

Select a business account which you want to modify.

Mark contract suspended

Suspend a contract so that the customer temporarily cannot purchase using this contract.

Mark contract canceled

Cancel a contract. The contract remains in WebSphere Commerce for reporting purposes, but it cannot be made available to customers.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Select contract

Select a contract which you want to modify.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Submit contract for approval

Submit a contract for a Sales Manager's approval when all the contract modifications have been completed.

Create new version

Create a new version of a contract/price-override limit in order to make changes to the contract/price-override limit. A copy of the existing contract/price-override limit is made, and the contract/price-override limit is given a new version number.

Negotiate with customer (External task)

Contact a customer offline to discuss and negotiate on the terms and conditions and other details for a new contract.

Set contract terms

Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
Contract terms and conditions can also be referred to as contract terms or terms.
Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
WebSphere Commerce supports the following terms and conditions:

Fulfillment center
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.

Order approval
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.

Payment method
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Pricing terms and conditions
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:

Master catalog with filtering
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.

The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.

The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.
This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.

Dynamic kit component pricing
This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.

Customized price list
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.

Entire catalog with adjustment*
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with adjustment*
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with selective adjustment*
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.

Product constraint terms and conditions
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:

Customized product set exclusion
This term states the items in a customized product set are not for sale in a contract.

Customized product set inclusion
This term states that items in a customized product set are for sale in a contract.

Product set exclusion*
This term states the items in a product set business policy are not for sale in a contract.

Product set inclusion*
This term states that items in a product set business policy are for sale in a contract.
Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.

Returns terms and conditions
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:

Refund payment method*
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.

Return charge*
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).

Right to buy amount
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.

Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:

Shipping mode*
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.

Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping charge type*
This term defines who pays for shipping orders. The following types of shipping charges are supported:

No shipping charge

Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.

Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.

Shipping adjustment
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.

Address book
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

Submit contract for approval

Submit a contract for a Sales Manager's approval when all the contract modifications have been completed.

Create new version

Create a new version of a contract/price-override limit in order to make changes to the contract/price-override limit. A copy of the existing contract/price-override limit is made, and the contract/price-override limit is given a new version number.

Renegotiate with customer (External task)

Contact a customer offline to discuss a current contract and negotiate on any modifications to the contract.

Set contract terms

Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
Contract terms and conditions can also be referred to as contract terms or terms.
Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
WebSphere Commerce supports the following terms and conditions:

Fulfillment center
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.

Order approval
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.

Payment method
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Pricing terms and conditions
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:

Master catalog with filtering
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.

The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.

The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.
This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.

Dynamic kit component pricing
This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.

Customized price list
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.

Entire catalog with adjustment*
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with adjustment*
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with selective adjustment*
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.

Product constraint terms and conditions
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:

Customized product set exclusion
This term states the items in a customized product set are not for sale in a contract.

Customized product set inclusion
This term states that items in a customized product set are for sale in a contract.

Product set exclusion*
This term states the items in a product set business policy are not for sale in a contract.

Product set inclusion*
This term states that items in a product set business policy are for sale in a contract.
Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.

Returns terms and conditions
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:

Refund payment method*
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.

Return charge*
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).

Right to buy amount
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.

Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:

Shipping mode*
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.

Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping charge type*
This term defines who pays for shipping orders. The following types of shipping charges are supported:

No shipping charge

Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.

Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.

Shipping adjustment
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.

Address book
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Report on contract due to expire

Create a report on the contracts that are going to expire in the near future.

Mark contract canceled

Cancel a contract. The contract remains in WebSphere Commerce for reporting purposes, but it cannot be made available to customers.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Receive customer request (External task)

Receive a customer request to:

modify the terms and conditions or other details about a business account

inquire about the status or details of a business account and/or contract

manage the Buyer purchase orders under a business account

Receive customer request (External task)

Receive a customer request to:

modify the terms and conditions or other details about a business account

inquire about the status or details of a business account and/or contract

manage the Buyer purchase orders under a business account

Find business account

Find the business account in the system about which a customer is making an inquiry.

Display orders

View the details of a particular customer's order

Display Buyer purchase order limits

View the Buyer purchase order spending limits under a contract and the current order totals for a customer.

Display business account details

View the details of a business account, including all the terms and conditions and other business account details.

Display contract details

View the details of a contract, including all the terms and conditions and other contract details.

Display contract spending limits

View the right-to-buy and obligation-to-buy spending limits specified under a contract and the current order totals for a customer.

Create predefined purchase orders

Add a specific Buyer purchase order number in the business account. The customer may purchase using this specific Buyer purchase order number.

Receive customer request (External task)

Receive a customer request to:

modify the terms and conditions or other details about a business account

inquire about the status or details of a business account and/or contract

manage the Buyer purchase orders under a business account

Delete predefined purchase order

Delete a specific Buyer purchase order number from a business account. The customer may no longer purchase using this specific Buyer purchase order number.

Change PO spending limit

Change the spending limit allowed with a specific Buyer purchase order number.

Set individual PO characteristics

Specify if individual purchase orders can be specified at the time of an order, and if these purchase order numbers must be unique.

Mark contract suspended

Suspend a contract so that the customer temporarily cannot purchase using this contract.

Mark contract resumed

Make a currently suspended contract available to customers.

Delete business account

Delete a business account. The terms and conditions from the business account will not be available, nor can reports be created on the business account.

Wait until contracts have expired

Wait until all the contracts under a business account have expired.

Delete all contracts

Delete all the contracts under a business account.

Cancel all contracts

Cancel all the contracts under a business account.

Set Buyer purchase order terms

WebSphere Commerce provides the ability for you to track and authorize customer purchase order numbers. If a business account includes any purchase order terms and conditions and a contract specifies the use of that account, all purchases under the contract must specify a purchase order number defined with the account. A single purchase order number can then be used for payment authorization. Purchase order numbers are specified when the customer places an order. Purchase order numbers can be specified for three different types of purchase orders:

Blanket purchase orders

Limited purchase orders

Individual purchase orders

Specify business account details

Set the details for a business account including :

account remarks

specify if customers under this business account are allowed to purchase under the store's default contract which allows customers to purchase all the products in the catalog.

will this account be used to contain base contracts

Set account terms

Terms and conditions define how an account is implemented for a customer organization.
WebSphere Commerce supports the following terms and conditions for accounts:

Payment method
This optional term specifies the payment methods that will be accepted for orders made under a contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:

Shipping mode
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.

Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping charge type
This term defines who pays for shipping orders. The following types of shipping charges are supported:

No shipping charge

Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.

Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.

Shipping adjustment
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.

Address book
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.
These terms and conditions in the account are available to a buyer, along with the terms and condition specified in a contract.

Initiate contract deployment

Deploy an approved contract WebSphere Commerce so that the contract is available to customers. When a contract is approved, the system automatically deploys the contract. The contract only has to be manually deployed if the initial deployment fails.

Contact IT department (External task)

Contact the IT department to investigate and fix any contract deployment problems.

Delete contract

Delete a contract. The contract will no longer be available to create reports.

Contact credit mgt dept (External task)

Contact the credit management department to set up a credit line for a customer in the external accounting or credit management system.

State credit line terms

A credit line is a payment method that provides the ability for a Buyer to delay the payment settlement for all orders. The account holder is responsible for payment settlement on an outstanding balance on a credit line. If a credit line is used for payment, the Seller debits the account for an order at the time of payment capture, and the account is credited during payment settlement.
Note: Payment settlement for credit lines is handled outside of WebSphere Commerce. The system does not keep track of the payment settlement status.
Allowing a credit line as a method of payment is configured as part of business account management. Purchase order numbers may be specified when paying for orders with credit lines, but a Buyer is not required to use the credit line payment method when specifying a purchase order number. In order for a Buyer to use a credit line as a method of payment, they must be authorized to use a contract, and the contract terms and conditions must specify that credit lines are allowed.
Note: Credit lines can be removed any time after the account has been created. This is one way to stop the use of the credit line if an account becomes delinquent.

Request logo creation (External task)

Contact the IT department to create a JSP file or image for a display customization.

State display cust terms

WebSphere Commerce allows you to change the look of display pages in your store for customers by specifying the display customization term and condition in the business account definition. This display customization can be as simple as adding a different logo for each customer to display pages or as complex as changing the look and feel of your store for each customer.
Display customization involves more than specifying the customized portion of a display page in the business account. It must be planned as a part of your store from the beginning. Any pages in your store must be designed and coded to include the customizable portion of the page. The display customization term is then used by WebSphere Commerce to locate the customized portion of the page.

Request invoice creation (External task)

Contact the IT department to create a JSP file to format invoices.

State invoicing terms

A business account can record whether or not the invoice should be shipped by e-mail, regular mail or included with a shipment. If the business account is configured to have invoices sent by e-mail, the invoice will be sent automatically when the pick batch for the release is generated.
The invoice terms and conditions specify the method for issuing the invoice. If the invoice is to be sent by e-mail, it is sent to the e-mail address of the Buyer contact for the account. If the Buyer contact does not include an e-mail address, the invoice is not sent. If the invoice is to be sent by regular mail or included with the shipment, use the generated XML data to print the invoices outside of WebSphere Commerce.

Select contract

Select a contract which you want to modify.

Update catalog filtering terms

You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.

The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.

The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.

The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.

Select contract to edit

Select the contract to edit within the Commerce Accelerator to modify a draft contract.

Mark contract unlocked

Unlock a contract so the contract may be edited.

Request contract unlock

When an Account Representative attempts to edit a contract, they may receive a message that a term and condition is locked by another user. If the other user is not actually editing the contract, then this invalid lock needs to be removed. The Account Representative asks their Sales Manager to unlock the contract to remove the invalid lock.

Set contract terms

Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
Contract terms and conditions can also be referred to as contract terms or terms.
Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
WebSphere Commerce supports the following terms and conditions:

Fulfillment center
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.

Order approval
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.

Payment method
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Pricing terms and conditions
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:

Master catalog with filtering
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.

The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.

The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.
This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.

Dynamic kit component pricing
This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.

Customized price list
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.

Entire catalog with adjustment*
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with adjustment*
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.

Price list with selective adjustment*
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.

Product constraint terms and conditions
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:

Customized product set exclusion
This term states the items in a customized product set are not for sale in a contract.

Customized product set inclusion
This term states that items in a customized product set are for sale in a contract.

Product set exclusion*
This term states the items in a product set business policy are not for sale in a contract.

Product set inclusion*
This term states that items in a product set business policy are for sale in a contract.
Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.

Returns terms and conditions
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:

Refund payment method*
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.

Return charge*
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).

Right to buy amount
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.

Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:

Shipping mode*
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.

Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.

Shipping charge type*
This term defines who pays for shipping orders. The following types of shipping charges are supported:

No shipping charge

Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.

Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.

Shipping adjustment
This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.

Address book
This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

 

Business intelligence analyst

Update data mart

Selected tables from the WebSphere Commerce database are replicated, or copied, to the datamart for processing. DB2's Replication technology copies only the changes made since the last replication, not the entire table.

Data from the replicated WebSphere Commerce tables is processed and manipulated into the WebSphere Commerce Analyzer datamart tables, which are optimized for reporting. This manipulation also completes some summarizing and effectiveness calculations on the data.

 

Buyer (buy-side)

Prepare a shopping cart

A shopping cart is prepared, meaning that items are added to it in preparation for requesting quotations from distributors.

Request a quote from distributors

Request a quotation for a shopping cart.

Select items and quantities

Select items and their quantities in the quotation for a final quote.

Request a final quote

Request a final quotation for the final item selections and their quantities.

Review quotation(s) received

Review the quotation returned from the distributor.

Submit order to distributor

Submit the order for processing by the distributor. The will result in the order being processed and the processed order being transferred to the distributor.

Select a distributor

Select a distributor. The selection is implicitly made, when selecting a quotation.

Submit RFQ

Submit the RFQ. The sellers then respond to the RFQ request.

Set multi-seller RFQ information

Set the general information of the request, such as the activation time of the RFQ (the date on which responses will first be accepted), the closing rule of the RFQ. The RFQ closing time depends on the closing rule. The supported closing rules are:

At a fixed time.

When a specified number of responses are received.

At a fixed end time or when a specified number of responses are received.

At a fixed end time and when a specified number of responses are received.

Specify RFQ intent (order,contract)

Specify whether the RFQ is to result in a contract or an order.

Set to public

Indicate that the RFQ is open to the public.

Specify targeted Sellers

Specify the list of Sellers to whom the RFQ is targeted.

Specify RFQ attachments

Specify attachments at the RFQ level. Include attachment files to help other parties understand the RFQ specification.

Specify RFQ terms and conditions

Specify the terms and conditions for the RFQ.

Close RFQ manually

Close the RFQ. Once the RFQ is closed, no more responses will be accepted. Before the buyer can accept or reject any response, the RFQ must be closed.

Accept entire RFQ response

Accept all items in the RFQ response.

Accept only some items in response

Accept only some items in the RFQ response, if the seller specifies that some items can be accepted.

Evaluate RFQ responses

Evaluate the responses received before the RFQ is closed.

Reject entire RFQ response

Reject the entire RFQ response.

Process RFQ winning responses

Depending on the intent of the RFQ, an order or contract can be created from a winning response. If more negotiation is desired, a next round of RFQ can be created instead.

Specify order ship to, bill to info

Specify some of the shipping and billing information for creating an order from the winning response.

Specify optional contract terms

Specify contract terms for creating a contract from the winning response.

Submit RFQ

Submit the RFQ. The sellers then respond to the RFQ request.

Specify RFQ information

Set the general information of the request, such as the activation time of the RFQ (the date on which responses will first be accepted), the closing time of the RFQ (the last date on which responses will be accepted). These two dates indicate the period during which responses will be accepted.

Specify RFQ intent (order,contract)

Specify whether the RFQ is to result in a contract or an order.

Submit RFQ

Submit the RFQ. The sellers then respond to the RFQ request.

Specify RFQ intent (order,contract)

Specify whether the RFQ is to result in a contract or an order.

Specify RFQ information

Set the general information of the request, such as the activation time of the RFQ (the date on which responses will first be accepted), the closing time of the RFQ (the last date on which responses will be accepted). These two dates indicate the period during which responses will be accepted.

Specify RFQ attachments

Specify attachments at the RFQ level. Include attachment files to help other parties understand the RFQ specification.

Specify RFQ terms and conditions

Specify the terms and conditions for the RFQ.

Wait for response

When a buyer has activated an RFQ, the seller can respond to the terms and conditions and product descriptions specified by the buyer. The seller can either accept the RFQ as received, or can present counterproposals in their response. For example, the seller may want to propose another delivery date, another product, or change the value of a changeable product specification.

Specify made-to-order item

Specify a made-to-order item in the RFQ. With the made-to-order feature, buyers can create a customized item that does not exist in the store catalog.

State customized product attributes

Provide product specifications and comments describing the requirements.

Specify requested fixed price

Specify the fixed price for negotiation.

State customized product attributes

Provide product specifications and comments describing the requirements.

Specify percentage adjustment

Specify the percentage price for negotiation.

Specify requested fixed price

Specify the fixed price for negotiation.

Add categories/products from catalg

Select categories or products to be added to the RFQ after browsing through a catalog, or select products from a requisition list.

Add products from shopping cart

Add products from the shopping cart to RFQ.

Add categories/products from catalg

Select categories or products to be added to the RFQ after browsing through a catalog, or select products from a requisition list.

Specify percentage adjustment

Specify the percentage price for negotiation.

Specify requested fixed price

Specify the fixed price for negotiation.

Specify made-to-order item

Specify a made-to-order item in the RFQ. With the made-to-order feature, buyers can create a customized item that does not exist in the store catalog.

Specify percentage adjustment

Specify the percentage price for negotiation.

State customized product attributes

Provide product specifications and comments describing the requirements.

Specify requested fixed price

Specify the fixed price for negotiation.

Specify percentage adjustment

Specify the percentage price for negotiation.

Add products from shopping cart

Add products from the shopping cart to RFQ.

Add categories/products from catalg

Select categories or products to be added to the RFQ after browsing through a catalog, or select products from a requisition list.

Specify requested fixed price

Specify the fixed price for negotiation.

Fill in & submit registration form

The customer provides required registration information, including e-mail address and password.

Obtain organizational data (External task)

The customer finds out from their organization administrator which organization they should register themselves under.

Register new buyer org

The buyer provides business information and details for the requested new organization and administrator logon ID.

Receive approval for org and user

System delivers a notification that the registration has been approved.

 

Buyer Approver

 

Channel Manager

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Resume store

The Channel Manager can resume operation of the store to allow the Seller to make their store available to customers.

Negotiate with distributor (External task)

Negotiate with the distributor to determine the terms and conditions for enabling the distributor at the channel hub. These terms can include: the period of time the distributor will be available, the functions and communications protocols supported by the distributor, and whether or not the distributor is restricted from offering quotes for particular categories or products.

Import service agreement

Import the XML document representing the service agreement between the hub (channel, hosting or supplier hub) and its business partner. The service agreement will be set-up in the system, and the store will be created for the business partner.

Create service agreement

Create an XML document that represents the service agreement between the hub (channel, hosting or supplier hub) and the business partner. This includes all the terms and conditions that have been negotiated with the business partner, and the initial configuration of their online or proxy store.

Inform resellers (External task)

Inform all the resellers at the site that a new distributor is available to deliver quotes and transfer shopping carts and orders. The reseller should update its profile to indicate the appropriate user ID and password for that distributor, and specify whether or not that distributor should appear on their preferred list of distributors.

Register distributor

Set up the distributor on the site by creating an organization and enabling the WebSphere InterChange Server adapter communication mechanism for the distributor.

Receive request from Seller (External task)

The Channel Manager receives a request from a Seller that they would like to have a hosted store on the hub (channel, hosting or supplier hub) site.

Import service agreement

Import the XML document representing the service agreement between the hub (channel, hosting or supplier hub) and its business partner. The service agreement will be set-up in the system, and the store will be created for the business partner.

Create service agreement

Create an XML document that represents the service agreement between the hub (channel, hosting or supplier hub) and the business partner. This includes all the terms and conditions that have been negotiated with the business partner, and the initial configuration of their online or proxy store.

Notify Seller (External task)

Inform the Seller by e-mail or other methods of communication that the Seller's store has been created or that store operation has been resumed. The Seller may now complete the configuration of their store, and then open the store.

Find store

Search for a store by the store name, service agreement name, or the store state.

Produce product sales report

Create a report about the products sold by a store. Look for products that are not allowed to be sold, or whose descriptions contain offensive text.

Search for products

Use the Product Management tools within the WebSphere Commerce Accelerator to search the products that are sold by a store. Look for products that are not allowed to be sold, or whose descriptions contain offensive text.

Lock Seller organization

Lock the organization to prevent the users who belong to that organization from logging into the WebSphere Commerce system.

Suspend store

The Channel Manager can suspend a store to prevent the store owner from making the store available online. The store owner can access the store to make any modifications, but they cannot open the store. Only once the Channel Manager has resumed the store can the store owner open the store to make it available to customers.

Resume store

The Channel Manager can resume operation of the store to allow the Seller to make their store available to customers.

View e-Marketing Spots

Enter the online store to view the e-Marketing Spots that are displayed to customers. Look for products that are not allowed to be sold, or whose descriptions contain offensive text.

Search keywords in store directory

Search the store directory to find products that should not be sold, or have descriptions that include offensive text.

Delete store

Delete a store so that it is removed from the WebSphere Commerce system. The store is not available for reports.

Notify Seller about suspension (External task)

The Channel Manager informs the Seller by e-mail or other methods of communication that the Seller's store has been suspended. The Channel Manager provides the Seller the reason for the suspension, and the terms by which the problem can be fixed.

Notify Seller about locking (External task)

The Channel Manager informs the Seller by e-mail or other methods of communication that the Seller's organization has been locked. The Channel Manager provides the Seller the reason for locking their organization, and the terms by which they will unlock the organization.

Notify Seller (External task)

Inform the Seller by e-mail or other methods of communication that the Seller's store has been created or that store operation has been resumed. The Seller may now complete the configuration of their store, and then open the store.

Check product compliance (External task)

The Channel Manager decides verify that online stores comply with their service agreements, or has received information that a Seller is violating its service agreement.

Suspend store

The Channel Manager can suspend a store to prevent the store owner from making the store available online. The store owner can access the store to make any modifications, but they cannot open the store. Only once the Channel Manager has resumed the store can the store owner open the store to make it available to customers.

Notify Seller about inactivity (External task)

Inform the Seller by e-mail or other methods of communication that the Seller's store has been inactive for a certain period of time and that it may be removed from the hub (channel, hosting or supplier hub).

Produce inactive store reports (External task)

Create a report of stores that have been inactive for a certain period of time. An inactive store is one that has not taken any orders for a certain period of time.

Delete store

Delete a store so that it is removed from the WebSphere Commerce system. The store is not available for reports.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Resume store

The Channel Manager can resume operation of the store to allow the Seller to make their store available to customers.

Determine extended site admin domains

Determine the administrative domain required for the Extended Sites.

Determine extended site administrator

Determine who will be the administrator of the Extended Site.

Create account for base contracts

Create an account to hold base contracts

Create organization

Create an organization in the administrative domain to place the Extended Site under.

Create Seller

Create the Ex-Site administrator that will administer an Extended Site.

Review approval request

The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

Approve registration

If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

Reject registration

If the Seller decides to reject the registration request, then the customer is not approved

and cannot shop. A notification is sent to the customer that their request has been rejected.

Receive request from supplier

The Channel Manager receives a request from a supplier that they would like to have a hosted store on the supplier hub.

Import service agreement

Import the XML document representing the service agreement between the hub (channel, hosting or supplier hub) and its business partner. The service agreement will be set-up in the system, and the store will be created for the business partner.

Create service agreement

Create an XML document that represents the service agreement between the hub (channel, hosting or supplier hub) and the business partner. This includes all the terms and conditions that have been negotiated with the business partner, and the initial configuration of their online or proxy store.

Notify supplier

Inform the supplier by e-mail or other methods of communication that the supplier's store has been created or that store operation has been resumed. The supplier may now complete the configuration of their store, and then open the store.

 

Customer Service Representative

Create customer

A CSR records information about an individual customer.

Find organization

A CSR chooses which key information that will be used to find a customer organization.

Enter search criteria

A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

Examine search result

A CSR looks at customer profiles which potentially are a match to the customer.

Select customer

A CSR chooses the customer profile matching the customer from amongst a list of potential matches.

Work with purchase record

The Customer Service Representative can manage purchase records: create, update, or delete

Create new purchase record

The Customer Service Representative can mark an item as purchased, creating a new purchase record and reflect this in the registry list

Update existing purchase record

The Customer Service Representative can add or change details about an existing purchase record, such as the name of the purchaser, or the quantity purchased

Delete a purchase record

The Customer Service Representative can remove an unwanted purchase record

Enter registry search criteria

The gift giver searches for a registry

Select a registry from search result

The gift giver selects a registry from the search results

Reject return updates

The updates will be rejected if the goods for the return have been received already or a credit was issued already.

Notify customer (External task)

Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already.

Find return

Find the return in the system.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer ret doesn't exist (External task)

Inform the customer that the return does not exist in the system.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Add ad-hoc item to return request

Add an ad-hoc item to the return request. An ad-hoc item is one that is not in the original order.

Remove order item from return req

Remove an order item from the return request.

Remove ad-hoc item from return req

Remove an ad-hoc item from the return request.

Notify customer about RMA number (External task)

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

Update refund method

Update the refund payment method.

Reject return updates

The updates will be rejected if the goods for the return have been received already or a credit was issued already.

Find return

Find the return in the system.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer (External task)

Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Remove order item from return req

Remove an order item from the return request.

Notify customer about RMA number (External task)

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

Update refund method

Update the refund payment method.

Notify customer ret doesn't exist (External task)

Inform the customer that the return does not exist in the system.

Adjust refund amount

Adjust the refund amount up or down based on negotiation with the customer.

Give customer return instructions (External task)

Give instructions to the customer as to how and where to return the goods.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Find order item

Find an order item in an existing order.

Select line of credit

Select line of credit as the payment method to be used for issuing the credit to the returner.

Select payment method

Select a method of payment from those that are eligible to be selected.

Select payment method

Select a method of payment from those that are eligible to be selected.

Add catalog item

Add a catalog item to the return request, without referencing an existing order item.

Find catalog item

Find an item by name or part number in the catalog.

Notify customer return is denied (External task)

Notify the customer that the return has been rejected.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Modify return request

Modify the return request to allow it to be successfully approved.

Close return request

Close a return request. This is the end point in the life cycle of a return.

Negotiate return (External task)

Negotiate with customer over the denial in an attempt to resolve the dispute.

Update address book

The customer modifies or deletes the addresses in the address book, or adds new addresses.

Reset password

The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.

Update customer profile information

The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

Determine Customer to update

The first step is that the Customer Service Representative needs to determine which user to update.

Update partner site uid and pwd

This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.

Enter registration information

The customer provides required registration information, including e-mail address and password.

Determine parent organization

In the B2B scenario, the customer must choose a parent organization. This represents the buyer organization under which the customer wants to be registered.

Assign roles to user

The Customer Service Representative may choose to assign additional roles to the user, beyond what is automatically assigned. See the WebSphere Commerce production online help for more information on role assignment.

Enter registration information

The customer provides required registration information, including e-mail address and password.

Submit registration form

The customer submits the registration form. If the data in the form is complete and valid, the customer is registered.

Monitor customer care request

Customer service representatives must start the customer care applet using the WebSphere Commerce Accelerator to be able to monitor a customer care queue and accept requests from customers.

Requeue request

If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative.

Chat with other CSR

A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue.

Gather customer information

Customer service representatives can get information about customers while they are monitoring a customer care queue. By default the following information is available:

Customer profile: The customer's account information and purchase history

Shopping cart: Information about the products that have been put into the customer's shopping cart

In addition, during a chat session with a customer, customer service representatives can also view the page that the customer is browsing.

Understand customer request

Usually, a chat session with a customer starts with a series of questions and answers sent back and forth between the customer and the customer service representative, until the customer service representative fully understands the background of the request.

Provide a solution

A customer service representative can provide a solution to the customer either by answer the question in plain text format, or by re-direct the customer's browser to the Web page that the customer is looking for.

Requeue request

If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative.

Chat with other CSR

A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue.

Obtain customer information

Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:

Logon ID

First name

Last name

Phone number

E-mail address

ZIP/Postal code

Account (BE)

Find customer

Find the customer using information obtained from them
Logon ID
First name
Last name
Phone number
e-mail address
Zip/postal code
Account (BE)

Obtain customer information

Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:
Logon ID
First name
Last name
Phone number
E-mail address
ZIP/Postal code
Account (BE)

Find customer

Find the customer using information obtained from them
Logon ID
First name
Last name
Phone number
e-mail address
Zip/postal code
Account (BE)

Create customer record

Create a new customer based on information obtained:
Logon
Password
Name
Challenge question/answer
Preferred currency/language
Address
Contact information
Demographic information
The customer should be enabled.

Find customer's order

Find an order for a customer. A search can be performed using one of the following:
Order number
Customer logon ID
Advanced Search options:
Order creation date range
Order modification date range
Customer information:
First name
Last name
Address
Phone number
E-mail address
ZIP/postal code

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Update order

Update the order as required to remove the condition causing it to be rejected or the payment authorization denied. For example, another form of payment may be provided.
CSR can also manaully add a block on the order, so the order will be blocked until another CSR manully unblock the order.
If the order is blocked, the TSR can unblock the order and submit the order.

Find products for customer

Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU.

Add product to shopping cart

Adds the selected items to the shopping cart

Find products for customer

Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU.

Add product to shopping cart

Adds the selected items to the shopping cart

Specify billing address

The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

Specify shipping address

The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

Select shipping method

The customer selects one or more shipping methods for the ordered items.

Enter order price adjustments

The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
An amount to be subtracted from the order
An amount that will be the shipping charge
A coupon identifier that will be used to calculate a discounted price

Handle item availability

A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items.

View order summary

The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

Specify payment information

The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Specify billing address

The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

Select shipping address

The customer provides the shipping address and the CSR enters it. The address is remembered for the registered customer. Multiple shipping addresses per order can be entered.

Select shipping method

The customer selects one or more shipping methods for the ordered items.

Handle item availability

A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items.

View order summary

The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

Specify payment information

The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Enter order price adjustments

The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
An amount to be subtracted from the order
An amount that will be the shipping charge
A coupon identifier that will be used to calculate a discounted price

Enter comment

Enter a comment to be kept with the order. The comment can optionally be chosen to be e-mailed to the customer.

Receive return request

Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Find customer

Find the customer using information obtained from them
Logon ID
First name
Last name
Phone number
e-mail address
Zip/postal code
Account (BE)

Create customer record

Create a new customer based on information obtained:
Logon
Password
Name
Challenge question/answer
Preferred currency/language
Address
Contact information
Demographic information
The customer should be enabled.

Receive return request

Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Notify customer about RMA number (External task)

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

Give customer return instructions (External task)

Give instructions to the customer as to how and where to return the goods.

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Create customer record

Create a new customer based on information obtained:
Logon
Password
Name
Challenge question/answer
Preferred currency/language
Address
Contact information
Demographic information
The customer should be enabled.

Notify customer order doesn't exist (External task)

Inform the customer that the order does not exist in whatever means the business supports.

Find customer

Find the customer using information obtained from them
Logon ID
First name
Last name
Phone number
e-mail address
Zip/postal code
Account (BE)

Find customer

Find the customer using information obtained from them
Logon ID
First name
Last name
Phone number
e-mail address
Zip/postal code
Account (BE)

Create customer record

Create a new customer based on information obtained:
Logon
Password
Name
Challenge question/answer
Preferred currency/language
Address
Contact information
Demographic information
The customer should be enabled.

Notify customer refund won't happen (External task)

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Notify customer about RMA number (External task)

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

View contact history

Reviews notes taken about the customer.

Record customer comments

Takes notes which may be of use in working with the customer in the future.

View order history

Reviews orders placed by the customer.

View quote history

Reviews quotes created for the customer.

View return history

Reviews returns created for the customer.

View tickler history

Reviews ticklers created about the customer.

Enable customer account

Re-enables user lock-out account.

Update address book

The customer modifies or deletes the addresses in the address book, or adds new addresses.

Update customer profile information

The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

Determine Customer to update

The first step is that the Customer Service Representative needs to determine which user to update.

Reset password

The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.

Determine need

A CSR inquires how they may help a customer and responds with the most appropriate actions.

Find order

A CSR chooses which key information that will be used to find an order, enters the key information such as order number, status of the order, customer name, customer ID, shipped to name and chooses from among the potentially matching orders.

Gather information from customer

A CSR inquires what products the customer is interested in and responds to the customer's request for special processing, if any.

Work with payment instructions

A CSR enters and reviews information about how the customer would like to pay for their order.

View order

A CSR reviews the content and status of an order.

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Save shopping cart

Save shopping cart for further update.

Save as quote

A CSR realizes that the customer is not yet ready to buy the products they are interested in but does want to be guaranteed of the price once they are ready to purchase.

Work with order attributes

A CSR sets attributes which apply to the order as a whole as opposed to the line items.

Find order

A CSR chooses which key information that will be used to find an order, enters the key information such as order number, status of the order, customer name, customer ID, shipped to name and chooses from among the potentially matching orders.

Clone order

A CSR makes a copy of an order if a customer wants exactly or largely the same items as on a previous order.

Cancel order

Update the order state to canceled (X).

Work with charges

A CSR views and potentially overrides charges, other than line item charges, such as shipping or handling charges, which are applied to the order.

Inform customer of order number

A CSR reads off the system supplied order number to the customer.

Update payment instructions and re-submit

A CSR updates information about how the customer would like to pay for their order and re-submits the order.

View previous version of order

A CSR reviews the content of a previous version of an order.

Add order comment

A CSR adds comment to the order for future reference. The comment can also be sent to the customer through email.

Block order

A CSR chooses to block an order due to a variety of reasons (say Fraud), and does not wish the order to be shipped, pending further investigation. A blocked order can be edited, which may or may not affect its blocked condition. A blocked order can be manually unblocked by CSR supervisor.

Work with merchandising

A CSR views and potentially tries to sell the customer on products related to the ones they were originally interested in.

Choose product

A CSR identifies, either through direct entry or a search, which products the customer in interested in.

Enter shipping instructions

A CSR, responding to the customer's need for special processing, may change where the product will ship to, the carrier used for shipment, or when the product should be shipped to the customer.

View inventory allocation

A CSR read the real-time inventory allocation status to the customer.

Override item price

A CSR responds to a customer's request for a better price on a product.

Expedite the item

A CSR chooses to expedite the item in an order.

Find quote

A CSR chooses which key information that will be used to find a quote, enters the key information and chooses from among the potentially matching quotes.

Gather information from customer

A CSR inquires what products the customer is interested in and responds to the customer's request for special processing, if any.

Work with payment instructions

A CSR enters and reviews information about how the customer would like to pay for their order.

View quote

A CSR reviews the content and status of a quote.

Submit quote

A CSR finalizes the guaranteed price for a set of products and indicates that no further changes will be made.

Close quote window

A CSR ceases to view or modify a quote.

Convert quote to order

A CSR realizes that the customer is ready to place an order based on a quote they previously received.

Work with quote attributes

A CSR sets attributes which apply to the quote as a whole as opposed to the line items.

Find quote

A CSR chooses which key information that will be used to find a quote, enters the key information and chooses from among the potentially matching quotes.

Clone quote

A CSR makes a copy of an existing quote so that the new copy may be modified in some way.

Cancel quote

A CSR indicates that a customer should no longer be guaranteed a certain price for a certain set of products.

Inform customer of quote number and expiration date

A CSR reads off the system supplied quote number to the customer and informs them of the last date the specified price will be guaranteed.

Work with merchandising

A CSR views and potentially tries to sell the customer on products related to the ones they were originally interested in.

Select product

The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

Enter shipping instructions

A CSR, responding to the customer's need for special processing, may change where the product will ship to, the carrier used for shipment, or when the product should be shipped to the customer.

Override price

Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.

Record an action

A CSR records an action that was taken on the tickler. If the action resolves the issue, the tickler will be closed.

Pick a tickler

A CSR chooses a tickler in the tickler list to work on. The tickler list can be filtered by different filtering criteria on stores, reasons, action objects, assignee, remind-on dates.

Act on tickler

A CSR acts on the issue described on the tickler.

Specify action object

A CSR specifies the action object (for example, a user, an order, a quote or a return object) that an tickler is associated with.

Specify reason

A CSR specifies the reason why an tickler is created.

Specify remind-on date

A CSR specifies the date an assignee of an tickler should be reminded to act on.

Specify assignee

A CSR specifies the assignee of a tickler.

 

Customer

Create customer

A CSR records information about an individual customer.

Find organization

A CSR chooses which key information that will be used to find a customer organization.

Enter search criteria

A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

Examine search result

A CSR looks at customer profiles which potentially are a match to the customer.

Select customer

A CSR chooses the customer profile matching the customer from amongst a list of potential matches.

Add product to wish list

A registered customer adds a product into a wish list. If no wish list exists, a new one is created.

Enter recipient information

The customer provides one or more e-mail addresses of the recipients, and optionally provides descriptions.

Send the wish list

The customer sends the wish list to all the recipients by clicking <b>Send wish list</b>.

Update personal information

The customer provides and then saves their personal information.

Update quick checkout profile

The customer updates the information recorded in a quick checkout profile.

Update address book

The customer modifies or deletes the addresses in the address book, or adds new addresses.

Create address book

The customer creates one ore more addresses in the address book.

View orders history

Reviews orders placed by the customer.

View order detail

Customers can choose any order in the summary table and view the details. For the selected order, a page displays with detailed order status information. The complete list of purchased products are shown on this page.

Enter registration information

The customer provides required registration information, including e-mail address and password.

Submit registration form

The customer submits the registration form. If the data in the form is complete and valid, the customer is registered.

Log on

A registered user logs on to the store by providing the ID and the corresponding password.

Add product to shopping cart

Adds the selected items to the shopping cart

Add coupon into coupon wallet

A customer selects a suitable coupon from the coupon wallet.

Select product from wish list

A customer selects a product from the wish list

Add product to shopping cart

Adds the selected items to the shopping cart

Check e-mail

The customer checks the e-mail in the inbox.

Log on

A registered user logs on to the store by providing the ID and the corresponding password.

Change password

The customer is prompted to change the password. The changed password is saved as the permanent password.

Enter personal identification

The customer specifies a registered e-mail address, to which the e-mail that has a temporary password is sent.

Select store category

A customer selects one of the many store categories available on the site.

Select subcategory

The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

Select product

The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

Select attributes

If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

Enter search criteria

A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

Select attributes

If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

Select advertised product

The customer clicks on the advertised product; the product page displays.

Select attributes

If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

Select suggested product

The customer clicks on the advertised product; the product page displays.

Select attributes

If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

Select product in the e-mail

The customer clicks on a link or image of the product; the product page displays.

Select product from search result

The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

Select item

An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page.

Select a requisition list

The customer select a requisition list from a list of existing requisition lists.

Specify billing address

The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

Specify shipping address

The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

Specify payment information

The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

Select shipping method

The customer selects one or more shipping methods for the ordered items.

Choose checkout type

A registered customer can choose checkout type: regular checkout, or quick checkout.

Specify billing address

The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

Specify shipping address

The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

Select shipping method

The customer selects one or more shipping methods for the ordered items.

Select backorder handling

A customer chooses one of the three Available to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only.

View order summary

The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

Select coupon to redeem

The customer selects one or more available coupons to redeem. The price of the order is adjusted accordingly.

Specify payment information

The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Specify billing address

The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

Specify shipping address

The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

Select shipping method

The customer selects one or more shipping methods for the ordered items.

Select backorder handling

A customer chooses one of the three Available to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only.

View order summary

The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

Specify payment information

The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

Submit order

Submits an order for processing. The credit card number is validated before the submission is successful.

Create shopping cart

Create a shopping cart for a customer.

Modify shopping cart

Modify the shopping cart by adding items to it or removing items from it.

Add payment instructions

Multiple payment instructions can be added.

Update shipping information

The customer selects shipping methods, updates shipping addresses, adds a tie code and request shipping date for the one or more ordered items.

Work with purchase record

The Customer Service Representative can manage purchase records: create, update, or delete

Create new purchase record

The Customer Service Representative can mark an item as purchased, creating a new purchase record and reflect this in the registry list

Update existing purchase record

The Customer Service Representative can add or change details about an existing purchase record, such as the name of the purchaser, or the quantity purchased

Delete a purchase record

The Customer Service Representative can remove an unwanted purchase record

Enter registry search criteria

The gift giver searches for a registry

Select a registry from search result

The gift giver selects a registry from the search results

Reject return updates

The updates will be rejected if the goods for the return have been received already or a credit was issued already.

Notify customer

Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already.

Request return update

The customer requests an update to their return request.

Find return

Find the return in the system.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer ret doesn't exist

Inform the customer that the return does not exist in the system.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Add ad-hoc item to return request

Add an ad-hoc item to the return request. An ad-hoc item is one that is not in the original order.

Remove order item from return req

Remove an order item from the return request.

Remove ad-hoc item from return req

Remove an ad-hoc item from the return request.

Notify customer about RMA number

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

Update refund method

Update the refund payment method.

Reject return updates

The updates will be rejected if the goods for the return have been received already or a credit was issued already.

Request return update

The customer requests an update to their return request.

Find return

Find the return in the system.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Notify customer order doesn't exist

Inform the customer that the order does not exist in whatever means the business supports.

Notify customer

Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Remove order item from return req

Remove an order item from the return request.

Notify customer about RMA number

Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

Update refund method

Update the refund payment method.

Notify customer ret doesn't exist

Inform the customer that the return does not exist in the system.

Adjust refund amount

Adjust the refund amount up or down based on negotiation with the customer.

Give customer return instructions

Give instructions to the customer as to how and where to return the goods.

Add order item to return request

Add an order item to the return request. This indicates that the item is an item being returned. The serial number can also be added to the item.

Find order(s)

Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

Find order item

Find an order item in an existing order.

Select line of credit

Select line of credit as the payment method to be used for issuing the credit to the returner.

Select payment method

Select a method of payment from those that are eligible to be selected.

Select payment method

Select a method of payment from those that are eligible to be selected.

Add catalog item

Add a catalog item to the return request, without referencing an existing order item.

Find catalog item

Find an item by name or part number in the catalog.

Notify customer return is denied

Notify the customer that the return has been rejected.

Notify customer refund won't happen

Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

Modify return request

Modify the return request to allow it to be successfully approved.

Approve return manually

Manually approve the return. Return items will have an "Approved Manually" state.

Close return request

Close a return request. This is the end point in the life cycle of a return.

Negotiate return

Negotiate with customer over the denial in an attempt to resolve the dispute.

Find orders requiring payment attn

This task involves looking for orders that have a bad payment status. In some cases, the status in itself is not necessarily bad, but it has been in that state for too long to be considered good.
Some examples are:
  • An order with status A indicates that the order requires review. The payment system has returned AVS code(s) that the store does not accept.
  • An order has been in state M (pending authorization) for an unacceptable amount of time.
    		•

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Reset password

    The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.

    Update customer profile information

    The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

    Determine Customer to update

    The first step is that the Customer Service Representative needs to determine which user to update.

    Update partner site uid and pwd

    This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.

    Enter registration information

    The customer provides required registration information, including e-mail address and password.

    Determine parent organization

    In the B2B scenario, the customer must choose a parent organization. This represents the buyer organization under which the customer wants to be registered.

    Assign roles to user

    The Customer Service Representative may choose to assign additional roles to the user, beyond what is automatically assigned. See the WebSphere Commerce production online help for more information on role assignment.

    Enter registration information

    The customer provides required registration information, including e-mail address and password.

    Submit registration form

    The customer submits the registration form. If the data in the form is complete and valid, the customer is registered.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Update customer profile information

    The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

    Update partner site uid and pwd

    This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.

    Enter registration information

    The customer provides required registration information, including e-mail address and password.

    Determine parent organization

    In the B2B scenario, the customer must choose a parent organization. This represents the buyer organization under which the customer wants to be registered.

    Enter registration information

    The customer provides required registration information, including e-mail address and password.

    Submit registration form

    The customer submits the registration form. If the data in the form is complete and valid, the customer is registered.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select store category

    A customer selects one of the many store categories available on the site.

    Select hosted store

    A customer selects a hosted store link from the search results.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Respond to a message in the forum

    Respond to messages in the forum.

    Add message

    Create new message in the forum.

    Create autobid

    Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Create bid

    Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order.

    See all bids

    View the bids submitted by all participants in an auction.

    Create autobid

    Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Create bid

    Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order.

    See all bids

    View the bids submitted by all participants in an auction.

    Create address

    The customer creates an address in the address book.

    Update personal information

    The customer provides and then saves their personal information.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Examine addresses in shopping cart

    Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating.

    Delete address

    The customer deletes an address in the address book.

    Select new addresses

    Select new addresses for products that are currently going to the address that needs to be deleted.

    Modify address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Adjust addresses in shopping cart

    Change the desired products in the order to the new address.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Copy list products to shopping cart

    Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart.

    Select contract

    Select a contract which you want to modify.

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Check e-mail

    The customer checks the e-mail in the inbox.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Change password

    The customer is prompted to change the password. The changed password is saved as the permanent password.

    Specify user identification

    The customer types in their user ID so that their password can be reset.

    Create customer care queues

    The customer service supervisor can create a customer care queue for the store using the WebSphere Commerce Accelerator.

    Assign CSR to queues

    Customer service supervisor can assign customer service representatives to a store's customer care queue using the WebSphere Commerce Accelerator.

    Monitor customer care request

    Customer service representatives must start the customer care applet using the WebSphere Commerce Accelerator to be able to monitor a customer care queue and accept requests from customers.

    Requeue request

    If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative.

    Chat with other CSR

    A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue.

    Gather customer information

    Customer service representatives can get information about customers while they are monitoring a customer care queue. By default the following information is available:
  • Customer profile: The customer's account information and purchase history
  • Shopping cart: Information about the products that have been put into the customer's shopping cart

    In addition, during a chat session with a customer, customer service representatives can also view the page that the customer is browsing.
    		•

    Understand customer request

    Usually, a chat session with a customer starts with a series of questions and answers sent back and forth between the customer and the customer service representative, until the customer service representative fully understands the background of the request.

    Provide a solution

    A customer service representative can provide a solution to the customer either by answer the question in plain text format, or by re-direct the customer's browser to the Web page that the customer is looking for.

    Requeue request

    If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative.

    Chat with other CSR

    A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Add SKU to shopping cart

    The customer orders a product by directly inputting a SKU number.

    Select product from req list

    The customer selects a product from a requisition list to order

    Select store category

    A customer selects one of the many store categories available on the site.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select advertised product

    The customer clicks on the advertised product; the product page displays.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select suggested product

    The customer clicks on the advertised product; the product page displays.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select product in the e-mail

    The customer clicks on a link or image of the product; the product page displays.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select product from wish list

    A customer selects a product from the wish list

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Select default list name

    The name "Unknown name" is provided as the default requisition list name. If a customer does not specify the requisition list name, this name will be used. Multiple requisition lists can share the same name.

    Select an existing requisition list

    A customer can select a previously created requisition list. The items are added to the selected requisition list.

    Add product into requisition list

    A customer can select a previously created requisition list. The items are added to the selected requisition list.

    Choose checkout type

    A registered customer can choose checkout type: regular checkout, or quick checkout.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Add product to requisition list

    A registered customer adds a product into a requisition list.

    Create new requisition list

    From the Requisition List screen, a customer creates a new requisition list by clicking on the Create Requisition List button.

    Select requisition list

    A customer selects an existing requisition list that they would like to modify.

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Select current order

    A customer views the current order.

    Select requisition list

    A customer selects an existing requisition list that they would like to modify.

    Update list item quantity

    The customer chooses a product and enters in a new quantity in the space provided. Clicking on the appropriate button will update the quantity of the chosen product.

    Remove requisition list item

    The customer can remove an item from the requisition list by clicking the appropriate link beside the item that is to be removed.

    Update requisition list name

    The customer can change the name of the current requisition list by entering in a new name into the Requisition List Name field and then clicking the 'Change Name' button.

    Remove requisition list

    The customer can remove a requisition list from their account by clicking the 'Remove' link beside the requisition list.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Choose contracts for products

    The customer selects which one of the available contracts they would like to use for pricing each product.

    Prepare order

    Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Choose how to handle back orders

    A customer chooses one of the two Available to Promise methods to manage backordered products. There are two available methods: ship the order when all the products are available, or ship the available products first then ship the rest of the products when they are available.

    Specify scheduling conditions

    The customer can select when they want the first of the scheduled orders to occur, and how often they would like it to repeat after that.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Review order summary

    The customer views the summary of an order before submitting it. The ordered products and order prices (discount information is displayed where applicable), are reviewed.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Select previously placed order

    The customer chooses which of their placed order of interest.

    Create shopping cart from order

    The customer clicks the "Re-order" link for the order that they would like to reorder. The products from that order are placed into the current shopping cart.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Review pricing

    The customer checks that the pricing on the order is acceptable.

    Find scheduled order

    The customer clicks on Order Status, and browses through the list of scheduled orders to find the one they would like to view.

    Cancel scheduled order

    The customer can cancel an order that they have previously scheduled.

    View order status detail

    For the selected order, a page displays with detailed order status information.

    View list of order status summary

    The customer can view the table that contains a brief summary of the status of each order.

    Select an order

    The customer can choose any order in the summary table and view details.

    Obtain customer information

    Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:
  • Logon ID
  • First name
  • Last name
  • Phone number
  • E-mail address
  • ZIP/Postal code
  • Account (BE)

    • Find customer

    Find the customer using information obtained from them
  • Logon ID
  • First name
  • Last name
  • Phone number
  • e-mail address
  • Zip/postal code
  • Account (BE)

    • Obtain customer information

    Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:
  • Logon ID
  • First name
  • Last name
  • Phone number
  • E-mail address
  • ZIP/Postal code
  • Account (BE)

    • Find customer

    Find the customer using information obtained from them
  • Logon ID
  • First name
  • Last name
  • Phone number
  • e-mail address
  • Zip/postal code
  • Account (BE)

    • Create customer record

    Create a new customer based on information obtained:
  • Logon
  • Password
  • Name
  • Challenge question/answer
  • Preferred currency/language
  • Address
  • Contact information
  • Demographic information
    The customer should be enabled.
    		•

    Find customer's order

    Find an order for a customer. A search can be performed using one of the following:
  • Order number
  • Customer logon ID
  • Advanced Search options:
  • Order creation date range
  • Order modification date range
  • Customer information:
  • First name
  • Last name
  • Address
  • Phone number
  • E-mail address
  • ZIP/postal code

    • Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Update order

    Update the order as required to remove the condition causing it to be rejected or the payment authorization denied. For example, another form of payment may be provided.
    CSR can also manaully add a block on the order, so the order will be blocked until another CSR manully unblock the order.
    If the order is blocked, the TSR can unblock the order and submit the order.

    Find products for customer

    Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Find products for customer

    Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    Enter order price adjustments

    The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
  • An amount to be subtracted from the order
  • An amount that will be the shipping charge
  • A coupon identifier that will be used to calculate a discounted price

    • Handle item availability

    A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Select shipping address

    The customer provides the shipping address and the CSR enters it. The address is remembered for the registered customer. Multiple shipping addresses per order can be entered.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    Handle item availability

    A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Enter order price adjustments

    The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
  • An amount to be subtracted from the order
  • An amount that will be the shipping charge
  • A coupon identifier that will be used to calculate a discounted price

    • Enter comment

    Enter a comment to be kept with the order. The comment can optionally be chosen to be e-mailed to the customer.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select advertised product

    The customer clicks on the advertised product; the product page displays.

    Select product attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select product attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Update registration information

    The customer provides and then saves their personal information.

    Update quick checkout profile

    The customer updates the information recorded in a quick checkout profile.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Create address book

    The customer creates one ore more addresses in the address book.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Add SKU to shopping cart

    The customer orders a product by directly inputting a SKU number.

    Choose checkout type

    A registered customer can choose checkout type: regular checkout, or quick checkout.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select advertised product

    The customer clicks on the advertised product; the product page displays.

    Select product in the e-mail

    The customer clicks on a link or image of the product; the product page displays.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select comparison criteria

    The comparison criteria consist of a range of product attributes. By selecting the criteria, only the products that are within that range are displayed.

    Select item

    An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page.

    Answer questions

    The customer selects an answer to one question at a time. Each time, the answer will narrow down the set of the products the customer is interested in.

    Select item

    An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page.

    Select suggested product

    The customer clicks on the advertised product; the product page displays.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Copy list products to shopping cart

    Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart.

    Select supplier and contract

    Select the supplier and contract to buy from.

    Specify supplier and SKU(s)

    A customer can add one or more items to a requisition list. To add items, the customer specifies the supplier and SKU(s).

    Select supplier and list

    Customer selects a supplier and a requisition list to order from.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Select supplier shopping cart

    Products from different suppliers are added to separate shopping carts. The registered customer selects the shopping cart of a particular supplier to check out.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select SKU

    A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select SKU

    A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page.

    Select organization

    Select the organization that want to shop on behalf of from the list of entitled organizations. Entitled organizations are the customer's parent organization plus all the organizations/sub-organizations where the customer plays the Organization Participant role and has an active business account.

    Register in existing org

    The user chooses to register under an existing organization.

    Register new buyer org

    The buyer provides business information and details for the requested new organization and administrator logon ID.

    Check e-mail

    The customer checks the e-mail in the inbox.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Change password

    The customer is prompted to change the password. The changed password is saved as the permanent password.

    Specify user identification

    The customer types in their user ID so that their password can be reset.

    Update personal information

    The customer provides and then saves their personal information.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Examine addresses in shopping cart

    Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating.

    Create address

    The customer creates an address in the address book.

    Delete address

    The customer deletes an address in the address book.

    Select new addresses

    Select new addresses for products that are currently going to the address that needs to be deleted.

    Modify address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Adjust addresses in shopping cart

    Change the desired products in the order to the new address.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Receive return request

    Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified.

    Find order(s)

    Find by: order number and customer logon Id
    Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

    Notify customer order doesn't exist

    Inform the customer that the order does not exist in whatever means the business supports.

    Notify customer refund won't happen

    Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

    Find customer

    Find the customer using information obtained from them
  • Logon ID
  • First name
  • Last name
  • Phone number
  • e-mail address
  • Zip/postal code
  • Account (BE)

    • Create customer record

    Create a new customer based on information obtained:
  • Logon
  • Password
  • Name
  • Challenge question/answer
  • Preferred currency/language
  • Address
  • Contact information
  • Demographic information
    The customer should be enabled.
    		•

    Receive return request

    Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified.

    Find order(s)

    Find by: order number and customer logon Id
    Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

    Notify customer order doesn't exist

    Inform the customer that the order does not exist in whatever means the business supports.

    Notify customer refund won't happen

    Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

    Notify customer about RMA number

    Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

    Give customer return instructions

    Give instructions to the customer as to how and where to return the goods.

    Notify customer order doesn't exist

    Inform the customer that the order does not exist in whatever means the business supports.

    Notify customer refund won't happen

    Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

    Notify customer refund won't happen

    Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

    Create customer record

    Create a new customer based on information obtained:
  • Logon
  • Password
  • Name
  • Challenge question/answer
  • Preferred currency/language
  • Address
  • Contact information
  • Demographic information
    The customer should be enabled.
    		•

    Notify customer order doesn't exist

    Inform the customer that the order does not exist in whatever means the business supports.

    Find customer

    Find the customer using information obtained from them
  • Logon ID
  • First name
  • Last name
  • Phone number
  • e-mail address
  • Zip/postal code
  • Account (BE)

    • Find customer

    Find the customer using information obtained from them
  • Logon ID
  • First name
  • Last name
  • Phone number
  • e-mail address
  • Zip/postal code
  • Account (BE)

    • Create customer record

    Create a new customer based on information obtained:
  • Logon
  • Password
  • Name
  • Challenge question/answer
  • Preferred currency/language
  • Address
  • Contact information
  • Demographic information
    The customer should be enabled.
    		•

    Notify customer refund won't happen

    Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user.

    Notify customer about RMA number

    Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference.

    View contact history

    Reviews notes taken about the customer.

    Record customer comments

    Takes notes which may be of use in working with the customer in the future.

    View order history

    Reviews orders placed by the customer.

    View quote history

    Reviews quotes created for the customer.

    View return history

    Reviews returns created for the customer.

    View tickler history

    Reviews ticklers created about the customer.

    Enable customer account

    Re-enables user lock-out account.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Update customer profile information

    The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

    Determine Customer to update

    The first step is that the Customer Service Representative needs to determine which user to update.

    Reset password

    The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.

    Determine need

    A CSR inquires how they may help a customer and responds with the most appropriate actions.

    Find order

    A CSR chooses which key information that will be used to find an order, enters the key information such as order number, status of the order, customer name, customer ID, shipped to name and chooses from among the potentially matching orders.

    Gather information from customer

    A CSR inquires what products the customer is interested in and responds to the customer's request for special processing, if any.

    Work with payment instructions

    A CSR enters and reviews information about how the customer would like to pay for their order.

    View order

    A CSR reviews the content and status of an order.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Save shopping cart

    Save shopping cart for further update.

    Save as quote

    A CSR realizes that the customer is not yet ready to buy the products they are interested in but does want to be guaranteed of the price once they are ready to purchase.

    Work with order attributes

    A CSR sets attributes which apply to the order as a whole as opposed to the line items.

    Find order

    A CSR chooses which key information that will be used to find an order, enters the key information such as order number, status of the order, customer name, customer ID, shipped to name and chooses from among the potentially matching orders.

    Clone order

    A CSR makes a copy of an order if a customer wants exactly or largely the same items as on a previous order.

    Cancel order

    Update the order state to canceled (X).

    Work with charges

    A CSR views and potentially overrides charges, other than line item charges, such as shipping or handling charges, which are applied to the order.

    Inform customer of order number

    A CSR reads off the system supplied order number to the customer.

    Update payment instructions and re-submit

    A CSR updates information about how the customer would like to pay for their order and re-submits the order.

    View previous version of order

    A CSR reviews the content of a previous version of an order.

    Add order comment

    A CSR adds comment to the order for future reference. The comment can also be sent to the customer through email.

    Block order

    A CSR chooses to block an order due to a variety of reasons (say Fraud), and does not wish the order to be shipped, pending further investigation. A blocked order can be edited, which may or may not affect its blocked condition. A blocked order can be manually unblocked by CSR supervisor.

    Work with merchandising

    A CSR views and potentially tries to sell the customer on products related to the ones they were originally interested in.

    Choose product

    A CSR identifies, either through direct entry or a search, which products the customer in interested in.

    Enter shipping instructions

    A CSR, responding to the customer's need for special processing, may change where the product will ship to, the carrier used for shipment, or when the product should be shipped to the customer.

    View inventory allocation

    A CSR read the real-time inventory allocation status to the customer.

    Override item price

    A CSR responds to a customer's request for a better price on a product.

    Expedite the item

    A CSR chooses to expedite the item in an order.

    Find quote

    A CSR chooses which key information that will be used to find a quote, enters the key information and chooses from among the potentially matching quotes.

    Gather information from customer

    A CSR inquires what products the customer is interested in and responds to the customer's request for special processing, if any.

    Work with payment instructions

    A CSR enters and reviews information about how the customer would like to pay for their order.

    View quote

    A CSR reviews the content and status of a quote.

    Submit quote

    A CSR finalizes the guaranteed price for a set of products and indicates that no further changes will be made.

    Close quote window

    A CSR ceases to view or modify a quote.

    Convert quote to order

    A CSR realizes that the customer is ready to place an order based on a quote they previously received.

    Work with quote attributes

    A CSR sets attributes which apply to the quote as a whole as opposed to the line items.

    Find quote

    A CSR chooses which key information that will be used to find a quote, enters the key information and chooses from among the potentially matching quotes.

    Clone quote

    A CSR makes a copy of an existing quote so that the new copy may be modified in some way.

    Cancel quote

    A CSR indicates that a customer should no longer be guaranteed a certain price for a certain set of products.

    Inform customer of quote number and expiration date

    A CSR reads off the system supplied quote number to the customer and informs them of the last date the specified price will be guaranteed.

    Work with merchandising

    A CSR views and potentially tries to sell the customer on products related to the ones they were originally interested in.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Enter shipping instructions

    A CSR, responding to the customer's need for special processing, may change where the product will ship to, the carrier used for shipment, or when the product should be shipped to the customer.

    Override price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.

    Record an action

    A CSR records an action that was taken on the tickler. If the action resolves the issue, the tickler will be closed.

    Pick a tickler

    A CSR chooses a tickler in the tickler list to work on. The tickler list can be filtered by different filtering criteria on stores, reasons, action objects, assignee, remind-on dates.

    Act on tickler

    A CSR acts on the issue described on the tickler.

    Assign tickler

    A customer service supervisor re-assigns existing ticklers to another service representative or service representative team.

    Specify action object

    A CSR specifies the action object (for example, a user, an order, a quote or a return object) that an tickler is associated with.

    Specify reason

    A CSR specifies the reason why an tickler is created.

    Specify remind-on date

    A CSR specifies the date an assignee of an tickler should be reminded to act on.

    Specify assignee

    A CSR specifies the assignee of a tickler.

     

    Marketing Manager

    Set customer segment properties

    Name and description of the segment should be entered by the creator of the segment.

    Set segmentation criteria

    A customer segment may be created by specifying the characteristics of the following:
  • Registration information
  • Demographic information
  • Address information
  • Cultural information
  • Purchase history
  • Account information (for Business to Business stores only)
  • Other customer information such as interests

    An inclusion or exclusion list of customers may also be specified. In addition, existing customer segments may be included or excluded in the creation of a customer segment.
    		•

    Import customer segment data

    The Marketing Manager may import a list of customers identified by WebSphere Commerce Analyzer through WebSphere Commerce Accelerator while creating or updating the customer segment.

    Select customer segment

    Select the customer segment targeted for this activity.

    Set e-mail properties

    Name and description of e-mail activity can be set by the creator of this activity.

    Select e-mail template

    Select template representing e-mail body.

    Set delivery date

    Set date for the processing and sending of e-mail to the target customers.

    Edit e-mail template

    The marketing manager can use the e-mail template editor to compose the e-mail body without the assistance of a web designer. The marketer may enter plain text, HTML, links to other web pages, and images. In addition, the marketer may personalize the e-mail content by selecting tags representing the e-mail recipient's first name, last name, and/or an e-marketing spot with targeted content.

    Announce product availability

    Announce the availability of the new product to all potential consumers.

    Set campaign properties

    State campaign name and optionally description, campaign sponsor and campaign objectives

    Choose reporting tool (External task)

    WebSphere Commerce provides a framework for viewing Business Intelligence reports using Commerce Accelerator. For more advanced reporting you may query the datamart directly using 3rd party report tools.

    Generate reports

    Business intelligence reports are created on demand and run against the WebSphere Commerce Analyzer datamart. Depending on the report tool you are using, the results will display in varying ways, but the report contents should remain the same.

    Review sales & demand forecast (External task)

    Review BI Report (External task)

    Review the BI report to find areas of that you may want to modify/improve or maintain. You may want to change where you are focusing your marketing activities, change pricing and segmentations or introduce different sets of merchandise in your business depending on market demand/trends.

    Review BI Report (External task)

    Review the BI report to find areas of that you may want to modify/improve or maintain. You may want to change where you are focusing your marketing activities, change pricing and segmentations or introduce different sets of merchandise in your business depending on market demand/trends.

    Review BI Report (External task)

    Review the BI report to find areas of that you may want to modify/improve or maintain. You may want to change where you are focusing your marketing activities, change pricing and segmentations or introduce different sets of merchandise in your business depending on market demand/trends.

    Announce product availability

    Announce the availability of the new product to all potential consumers.

    Set creative content properties

    State creative content name, type and optional custom fields.

    Set image properties

    State image location, optional URL click action, and optional marketing text.

    Set text properties

    State marketing text.

    Set web activity properties

    Name and description of web activity can be set by the creator of this activity.

    Select customer segment

    Select the customer segment targeted for this activity.

    Set suggestive sell

    The products may be selected individually, or selected by the product recommendation engine. Note that the product recommendation engine is not available in the Express.
    The product category may be selected from a list provided.

    Set customer behavior

    Additional conditions may be specified for this advertisement to be shown based on customer behaviors:
  • The existence or non-existence of a product or product category in the customer shopping cart.
  • The existence or non-existence of a product or product category in previous purchases.
  • The total amount of the customer shopping cart.

    • Schedule activity

    An activity may be scheduled to an e-Marketing Spot at the specified time and date interval. At that time, within the date interval, the content will be shown to the customers of the store if they are a target of this activity.

    Set advertising criteria

    Set the criteria for displaying fixed cross-sell or up-sell merchandising associations in the activity. The Marketing Manager may choose to show target up-sell or cross-sell products when the source product is currently being browsed by the customer, is in the customer's shopping cart, or is in a customer's previous order.

    Review Web activity statistics

    The Web activity metrics are reviewed on a regular basis or at the close of each campaign. This information can be used to plan upcoming campaigns and activities. It provides data to measure the effectiveness of the Web activity. The metrics supported are:
  • Frequency: How many times were the activities shown to customers?
  • Attractiveness: How many times did the customer click on shown activities?
    		•

    Review e-mail statistics

    The e-mail activity statistics can be used to plan upcoming e-mail campaigns. It provides data to measure the effectiveness of an e-mail campaign. The metrics supported are:
  • Number of e-mails sent
  • Click/open rate
  • Bounce back rate


    		•

    Review Web activity reports

    Refer to Business Intelligent business process for further detail.

    Change Web activity

    Depending on the nature of the change, one or more business processes described earlier may be used to change the content shown through the Web activity. The following list shows an example of possible changes:
  • Target customer segment
  • Better incentives (promotion, discount or coupon)
  • Better suggestive sells by showing "hotter" products or categories
  • Better images to attract customers

    • Deactivate Web activity

    To suspend an ineffective activity, a Marketing Manager may use the WebSphere Commerce Accelerator tool.

    Review e-mail activity reports

    Refer to Business Intelligence business process for further detail.

    Review sales & demand forecast (External task)

    Set up marketing experiment properties

    The creator of this marketing experiment sets the name, description, priority, persistence scope which determines how long the same experimental content will be shown to customers before a new one is selected, start date, and expiry options including end date and the number of customers who viewed the experiment before it expires. The creator also needs to decide the type of experiment he/she would like to run. Here are the four available types:
  • Activity testing - this type of experiment tests the effectiveness of various Web activities for a specific e-Marketing Spot.
  • Content testing - this type of experiment tests the effectiveness of content for a Web activity in an e-Marketing Spot.
  • Segment testing - this type of experiment tests the effectiveness of the targeted customer segment of a specific Web activity in an e-Marketing Spot.
  • Spot testing - this type of experiment tests the effectiveness of the e-Marketing Spot to which a Web activity is assigned.

    • Set experiment split ratio

    The creator of this marketing experiment sets a ratio for the control element and each test element. The ratio number determines the percentage of unique customer visits for which the test or control content will be displayed in the e-Marketing Spot.

    Select control element

    The creator of this marketing experiment selects a control Content.

    Select test elements

    The creator of this marketing experiment selects test elements, which can be Web activities, displaying contents, customer segments and e-Marketing Spots depending on the experiment type defined during the design of this experiment.

    Change Web activity

    Depending on the nature of the change, one or more business processes described earlier may be used to change the content shown through the Web activity. The following list shows an example of possible changes:
  • Target customer segment
  • Better incentives (promotion, discount or coupon)
  • Better suggestive sells by showing "hotter" products or categories
  • Better images to attract customers

    • Copy and Change Experiment

    After the experiment is completed, the marketer wants to change the definition of the experiment in order to improve the accuracy of statistics for a better insight of how well the control Content works. The marketer will copy the experiment, and change its definition.

    Review experiment statistics

    After the marketing experiment ends, the clickstream and order statistics related to the experiment can be reviewed, and an action is determined to either change the control Web activity to make it more effective, copy the experiment and change its definition to improve the accuracy of statistics to give the marketer a better insight of how well the control Content works, or there is no need to take any further action if the experiment shows that the control element is actually more effective than the test elements.

     

    Operations Manager

    Resolve fulfillment center

    This task will resolve the fulfillment center for a specified inventory item. The output of this task is a fulfillment center.

    Reserve inventory

    This task creates a reservation of a requested quantity of inventory of a given item from a given fulfillment center for a given store. Following a successful reservation, the reservation number may be obtained.
    Required parameters are as follows:
  • Requested quantity
  • Itemspec ID
  • Fulfillment-center ID
  • Store ID
  • Reservation type
  • Description (reservation instance)

    • View inventory adjustment codes

    View a list of codes that are to be used for inventory adjustment reasons.

    Create inventory adjustment code

    Create a new inventory adjustment reason, thereby making it available for use as a reason for an adjustment to inventory.

    Change inventory adjustment code

    Change an inventory adjustment code reason.

    Delete inventory adjustment code

    Delete an inventory adjustment reason code, there by making it no longer available for use as a reason for inventory adjustments.

    Select inventory adjustment code

    Select an inventory adjustment reason code that is to be changed.

    Find stale orders

    The criteria for determining which orders are stale and at what point a particular order becomes stale would be defined by a particular business. Some examples are as follows:
  • Payment declined
  • Rejected orders
  • Stale backorders
  • Stale shopping carts
    		•

    Cancel order

    Update the order state to canceled (X).

     

    Payment administrator

    List open batches

    This can be a task performed by the Payments Administrator when manually administering batch settlement, or it can be an automated task as part of a scheduled job to settle open batches.

    Settle batch

    This is the process of balancing a group of deposits and credits. If the batch balances, the settlement is successful and the batch is closed.

    Resolve batch issues with acquirer (External task)

    This is an external task where the Payment Administrator resolves an out-of-balance batch.

    Note: It makes no difference whether the output is a closed batch or a "non-closed" batch as the process would behave correctly either way. When it is not closed (shown in the process), the batch is directed back through the process again.

    Create payment

    Create a payment upon which subsequent operations will be performed, such as approve and deposit.

    Approve payment with the backend

    Perform the approve payment operation, possibly interacting with a backend system to complete the operation.

    Deposit payment with back-end

    Perform the payment deposit operation, possibly interacting with a back-end system to complete the operation.

    Cancel payment

    Cancel the payment, there by voiding the payment.

     

    Pick Packer

    Pick items (External task)

    Pick the items to be packed.

    Pack boxes (External task)

    Pack the items to be shipped and include the printed pack slip.

    View/Print pick ticket

    View and print the pick ticket for use in picking the items to be packed and shipped.

    View/Print pack slip

    View and print the pack slip to be included in the package to be shipped.

    Restock goods (External task)

    The goods will be restocked.

     

    Product Manager

    Create associations

    The Product Manager creates an association between a source product or SKU and target product or SKU, or between a source category and target category. A search for the source and target is performed and then the following associations can be specified:
  • Cross sell
  • Up sell
  • Accessory
  • Replacement
  • Alternative
  • Substitute
    The associations can be used within marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files.

    • Create product exploration rules

    The Product Exploration shopping metaphor provides search capabilities possible ranges of values for attributes of SKUs are selected by the customer in order to reduce the list of products to display. WebSphere Commerce provides the Product Advisor Tool to create a search space over a set of products which have like attributes for the exploration. A search space can be created on a specific category within either the Master or Sales Catalog, or by selecting specific products.
    Within the search space, attributes are selected to create rules that businesses will base their search of products on. In addition, display mechanisms for the attributes are specified for the exploration view within a JSP file.

    Select products and categories

    The Product Manager must first select the set of products or categories to promote with merchandising concepts.

    Create product comparison rules

    The Product Comparison shopping metaphor provides a view of multiple SKUs usually in tabular form such that the values of each attribute of the SKUs are displayed for comparison.
    WebSphere Commerce provides the Product Advisor Tool to create a search space over a set of products which have like attributes for the comparison. A search space can be created on a specific category within either the master or sales catalog, or by selecting specific products.
    Within the search space, attributes are selected to create rules that customers will base their selection of products on. In addition, display mechanisms for the attributes are specified for the comparison view within a JSP file.

    Create guided sell rules

    The Guided Sell shopping metaphor provides product recommendations in which a list of SKUs are returned based on the customers answers to a set of presented questions. The Guided Sell Tool within WebSphere Commerce Accelerator is used to create a search space over a set of products. A search space can be created on a specific category within either the master or sales catalog, or by selecting specific products. The Guided Sell Tool is then used to create a set of hierarchical questions on the search space. Each question in the hierarchy reduces the number of products and SKUs within the search space. Creating the tree requires the following:
  • Create the question with text.
  • Specify the attribute constraint which applies to the question.
  • Add the question into the hierarchy.

    • Create data export transform

    The format of the data from WebSphere Commerce will be a fixed XML format from which customers must map to their XML or text format.

    Export product/category data

    The unloading of the product and category data from the WebSphere Commerce database using a mass export utility.

    Create composite product

    Create a product as a composite product. The composite product will define a set of attributes and its associated possible values

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Add attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. A combination of the set of defining attribute's values determine the SKUs for a product.

    Create category

    Create a category within the catalog.

    Add category attributes

    Add or modify attributes which describe the Category. This includes images, descriptions and other information in different languages associated with the Category.

    Add category hierarchy

    Add or modify the relationship of a Category within the hierarchy of the Catalog / Taxonomy. A Category can be added as a child Category to the root of the Catalog or as a child of another Category.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Create catalog

    The Product Manager or Category Manager creates a master catalog or sales catalog. The catalog has attributes such as images and descriptions in multiple languages.

    Set promotion properties

    Each promotion has a name, description, and priority. These may be set at creation time. Promotion limits may also be set to describe how a promotion should be applied when procesing an order. The limits are as follows:
  • Limit on how many times a promotion can be applied to an order, any order;
  • Limit on how many time a promotion can be applied for an individual shopper;
  • Limit on the number of times a promotion can be applied overall.
    In addition, an optional promotion code may be specified. When a promotion code is specified for a promotion, the business user may indicate whether or not the customer needs to enter the code in order to redeem the promotion.
    		•

    Select products

    Select products for which the standard price is being defined

    Set promotion schedule

    Set effective dates, days, and times in which the promotion is valid.

    Select customer segment

    Select the customer segment targeted for this activity.

    Set promotion rewards

    For product promotion, the following types may be selected:
  • Percentage off per item or product or category
  • Fixed amount off for all items or products or categories
  • Fixed amount off per item or product or category
  • Buy any "M" items or products, get "N" more at a discount
  • Free gift with purchase
    For order promotion, the following types may be selected:
  • Percentage off
  • Fixed amount off
  • Free gift with purchase
    For shipping promotion, the following types may be selected:
  • Discounted shipping: free shipping or discounted shipping charge

    • Set coupon properties

    Optionally set the relative number of days in which the coupon will expire after being issued.

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Add attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. A combination of the set of defining attribute's values determine the SKUs for a product.

    Create configurable product

    Create a configurable product or dynamic kit as a product. A configurable product will define a set of attributes and its associated possible values.

    Create package

    Create a product for a package. The package will define a set of attributes and its associated possible values.

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Add attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. A combination of the set of defining attribute's values determine the SKUs for a product.

    Set product state

    A product can have associated states to indicate its stage in the life cycle: Announced Product, Available Product, Discontinued Product, or Withdrawn Product. The product state can include dates to indicate the next state change

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Set product state

    A product can have associated states to indicate its stage in the life cycle: Announced Product, Available Product, Discontinued Product, or Withdrawn Product. The product state can include dates to indicate the next state change

    Define replacement product

    The Product Manager creates an association between the discontinued product and the new announced product. This association can be used in marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files.

    Remove product

    A product is removed from the Master Catalog either physically or logically such that it cannot be bought or viewed.

    Create category

    Create a category within the catalog.

    Add category attributes

    Add or modify attributes which describe the Category. This includes images, descriptions and other information in different languages associated with the Category.

    Add category hierarchy

    Add or modify the relationship of a Category within the hierarchy of the Catalog / Taxonomy. A Category can be added as a child Category to the root of the Catalog or as a child of another Category.

    Create product

    A product is a high level container which defines a set of attributes and its associated possible values. These values describe the SKUs of that particular product.

    Categorize product

    Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy.

    Add attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. A combination of the set of defining attribute's values determine the SKUs for a product.

    Create SKU

    A SKU represents a buyable instance of a product and is defined by a particular combination of the product's attribute values. For example, a product may be a knit sweater with the following defining attributes: color ( values are red or blue) and size (values are S, M, or L). There could potentially be 6 SKUs associated with the product, one for each combination of the defining attributes (red-S, red-M, red-L, blue-S, blue-M, blue-L).
    Each SKU may specify its own attributes such as images, MSRP and descriptions. SKUs may be generated based on possible combinations of the product and its defining attributes.

    Create part

    A part is a product within the master catalog that may not be sold individually but rather is used to build kits and bundles in the catalog.

    Create service

    A service is a product within the master catalog that the business provides accompanying another product. Examples of services are warranties, gift wrapping, or personalized messages.

    Update attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. Each combination of the set of defining attribute's values determine the SKUs for a product.

    Create SKU

    A SKU represents a buyable instance of a product and is defined by a particular combination of the product's attribute values. For example, a product may be a knit sweater with the following defining attributes: color ( values are red or blue) and size (values are S, M, or L). There could potentially be 6 SKUs associated with the product, one for each combination of the defining attributes (red-S, red-M, red-L, blue-S, blue-M, blue-L).
    Each SKU may specify its own attributes such as images, MSRP and descriptions. SKUs may be generated based on possible combinations of the product and its defining attributes.

    Select products

    Select products for which the standard price is being defined

    Update attributes

    Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. Each combination of the set of defining attribute's values determine the SKUs for a product.

    Create catalog

    The Product Manager or Category Manager creates a master catalog or sales catalog. The catalog has attributes such as images and descriptions in multiple languages.

    Create data import transform

    Since the format of externally supplied product or category data may not match WebSphere Commerce's XML-based format, WebSphere Commerce provides editors to assist the mapping of fields prior to the database load.

    Import product/category data

    The loading of the product or category data into the WebSphere Commerce database using the Loader utility.

    Adjust inventory reservation

    Adjust the inventory for a given inventory reservation by the amount of the given quantity. This is a task command. Required arguments are inventory reservation number and adjustment quantity (which may be negative).
    If the quantity argument is negative, it means release inventory. If this is the case, see whether or not there is enough inventory reserved to satisfy the release amount.
    If quantity argument is positive, it means add inventory to the reservation. If this is the case, see whether or not there is enough inventory to satisfy the additional reservation amount.
    If the above edit checks are successful, adjust the quantity reserved by the amount of the quantity argument.

    Adjust inventory

    Adjusts existing inventory by marking down quantities in one or more rows in the RECEIPT table when the adjustment is negative. This is required because a receipt is not allowed to have a negative quantity. If the adjustment is positive, a quantity in a row in the RECEIPT table will be increased.

    Determine reason inventory is lost (External task)

    This is an external task for determining the reason for the adjustment. This reason will be specified when making the adjustment. The output of this task is an adjustment code.

    Adjust inventory

    Adjusts existing inventory by marking down quantities in one or more rows in the RECEIPT table when the adjustment is negative. This is required because a receipt is not allowed to have a negative quantity. If the adjustment is positive, a quantity in a row in the RECEIPT table will be increased.

    Determine reason inventory found (External task)

    This is an external task that will determine the reason for the inventory adjustment. The output of the task is an adjustment reason code. The code is maintained with the adjustment for tracking and reporting purposes.

    Create expected inventory record

    This task creates an expected inventory record for the specified vendor for the specified item.

    Input
  • Fulfillment center
  • Expected data
  • Quantity
  • Part number (item specification)
  • Comments
    		•

    Find vendor

    The task is used to find a vendor, since one is required for creating expected inventory records. It finds a vendor for a particular store.

    Create vendor

    This task creates a vendor in WebSphere Commerce. A vendor must exist and serve is input when creating expected inventory records.

    Get list of drop-shippable items

    This task is used to determine the list of items that will be drop-shipped from the target drop-ship fulfillment center. The output is a list of items and a fulfillment center.

    Create drop ship inventory receipts

    This task is takes a list of items to be drop-shipped and creates inventory receipts for the items for the target fulfillment center.

    Update expected inventory record

    This tasks creates an expected inventory record for the specified vendor for the specified item.

    Input:
  • Fulfillment center
  • Expected data
  • Quantity
  • Part number (item specification)
  • Comments
    		•

    Find expected inventory records

    The task is used to find expected inventory records. It finds a expected inventory records for a vendor for a particular store.

    Select expected inventory record

    Select an expected inventory record from those in the list.

    Delete expected inventory record

    This task deletes an existing expected inventory record for the specified vendor for the specified item.

    Input:
    A ra_id indentifying an expected inventory record

    Close expected inventory record

    This task creates an expected inventory record for the specified vendor for the specified item.

    Input:
  • Fulfillment center
  • Expected data
  • Quantity
  • part number (item specification)
  • Comments
    		•

    Review strategy

    At this stage, the product manager will analyze the current product strategy against the product strategy document. Based on this analysis, decisions to make changes to the current product/catalog are made.

    Set price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.
    Alternatively, the price may be defined in a separate price list:
    - one of a set of price lists in a store to be used by contracts (list price for markdown adjustments, cost price for markup adjustments, and others as the business defines) for the basis of price adjustments
    - a nominal cost price list to create floor prices for CSR price limits
    - a fixed price list to be associated with a contract

    Override price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.

    Set price adjustments

    Allows the reseller to set a pricing adjustment on a manufacturer's product. For example, a manufacturer's products may have a MSRP price list set against them. In this case, the reseller may wish to set an adjustment that offers all products in a particular category at a 10% below the MSRP price. Alternatively, the manufacturer may have prices set according to cost. In this case, the reseller would mark-up the prices based on a percentage they wish to make on each sale (say, 15%).

    Set price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.
    Alternatively, the price may be defined in a separate price list:
    - one of a set of price lists in a store to be used by contracts (list price for markdown adjustments, cost price for markup adjustments, and others as the business defines) for the basis of price adjustments
    - a nominal cost price list to create floor prices for CSR price limits
    - a fixed price list to be associated with a contract

    Select products and categories

    The Product Manager must first select the set of products or categories to promote with merchandising concepts.

    Create associations

    The Product Manager creates an association between a source product or SKU and target product or SKU, or between a source category and target category. A search for the source and target is performed and then the following associations can be specified:
  • Cross sell
  • Up sell
  • Accessory
  • Replacement
  • Alternative
  • Substitute
    The associations can be used within marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files.

    • Select product subset

    Select a subset of products and categories that will be available in the online catalog. Any products or categories that are not selected in the subset, will not be available for purchase in the online store.

    Update price

    The product manager updates the product price as a ruesult of the base list price change. This price change may be a fixed price override or a percentage adjustment.

    Update merchandising

    Merchadising associations may no longer be relevant or can be enhanced. Affected merchandising associations need to be updated to reflect the current catalog.

    Update kits and bundles

    If the contents of the catalog have been changed, some kits and bundles may no longer be correct or applicable. The validity of any kit or bundle that is affected by a catalog update such as a product announcment or withdrawal must be verified and updated appropriately.

    Update price

    The product manager updates the product price as a ruesult of the base list price change. This price change may be a fixed price override or a percentage adjustment.

    Update kits and bundles

    If the contents of the catalog have been changed, some kits and bundles may no longer be correct or applicable. The validity of any kit or bundle that is affected by a catalog update such as a product announcment or withdrawal must be verified and updated appropriately.

    Update merchandising

    Merchadising associations may no longer be relevant or can be enhanced. Affected merchandising associations need to be updated to reflect the current catalog.

    Define replacement product

    The Product Manager creates an association between the discontinued product and the new announced product. This association can be used in marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files.

    Set product state

    A product can have associated states to indicate its stage in the life cycle: Announced Product, Available Product, Discontinued Product, or Withdrawn Product. The product state can include dates to indicate the next state change

    Update affected kits

    Any kits or bundles that contain the discontinued product need to be updated. Updates can take the form of one or more of the following:
  • The kit is also marked as discontinued.
  • The kit's price and description are modified to reflect the change.
  • The replacement product is substituted in the kit.

    • Remove product

    A product is removed from the Master Catalog either physically or logically such that it cannot be bought or viewed.

    Update affected kits

    Any kits or bundles that contain the discontinued product need to be updated. Updates can take the form of one or more of the following:
  • The kit is also marked as discontinued.
  • The kit's price and description are modified to reflect the change.
  • The replacement product is substituted in the kit.

    • Set product state

    A product can have associated states to indicate its stage in the life cycle: Announced Product, Available Product, Discontinued Product, or Withdrawn Product. The product state can include dates to indicate the next state change

    Define replacement product

    The Product Manager creates an association between the discontinued product and the new announced product. This association can be used in marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files.

    Review strategy

    At this stage, the product manager will analyze the current product strategy against the product strategy document. Based on this analysis, decisions to make changes to the current product/catalog are made.

    Review strategy

    At this stage, the product manager will analyze the current product strategy against the product strategy document. Based on this analysis, decisions to make changes to the current product/catalog are made.

    Select product subset

    Select a subset of products and categories that will be available in the online catalog. Any products or categories that are not selected in the subset, will not be available for purchase in the online store.

    Override price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.

    Set price adjustments

    Allows the reseller to set a pricing adjustment on a manufacturer's product. For example, a manufacturer's products may have a MSRP price list set against them. In this case, the reseller may wish to set an adjustment that offers all products in a particular category at a 10% below the MSRP price. Alternatively, the manufacturer may have prices set according to cost. In this case, the reseller would mark-up the prices based on a percentage they wish to make on each sale (say, 15%).

    Set price

    Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered.
    Alternatively, the price may be defined in a separate price list:
    - one of a set of price lists in a store to be used by contracts (list price for markdown adjustments, cost price for markup adjustments, and others as the business defines) for the basis of price adjustments
    - a nominal cost price list to create floor prices for CSR price limits
    - a fixed price list to be associated with a contract

     

    Receiver

    Redirect goods (External task)

    The goods will be redirected as defined by business policy.

    Examine goods for disposition (External task)

    The received goods are examined by receiver for dispositioning.

    Mark disposition: good

    Indicate that the disposition is good and that the goods will be returned to inventory. The output of this task is an adjustment code that will be used to identify the reason for the adjustment.

    Mark disposition: bad

    Mark the disposition of the goods bad.

    Send goods for disposition (External task)

    Send the goods along with the printed RMA to dispositioning.

    Look for RMA number in received box (External task)

    Look for the RMA number in the received box.

    Find RMA in the system

    Find the RMA (return) in the system.

    List expected items

    List the items in the return to get the expected items.

    Log received items

    Log the items that are being received.

    Notify customer RMA number invalid (External task)

    Notify the customer that the RMA is not valid.

    Resolve RMA number not found (External task)

    Resolve the issue of the RMA not being found.

    Print RMA

    Print the RMA so that it can be sent along with the goods as they go to dispositioning.

    Receive goods

    The goods are received by a receiver in the warehouse.

    View expected inventory records

    This is task is used to view expected inventory records to see if the inventory item is one that is expected. A purchase order ID or some other identifier present with the items that can be used to correlate the received item to the expected inventory record.

    Examine goods for disposition (External task)

    The received goods are examined by receiver for dispositioning.

    Find inventory item

    This task will find inventory known to the system given either a part number or partial match on a short description. The output is a list that matches the request.

    Handle item received and not found (External task)

    This is an external task that would handle receiving an item that was not known to the inventory system. There are many possibilities as to how this could be handled, and they are business dependent.

    Create receipt

    This task receives expected inventory by creating a receipt for the fulfillment center and making it available to the distribution arrangement for the store. It also will update the corresponding expected inventory with the quantity received.

    Accept goods (External task)

    This is an external task that will accept the goods into inventory.

    Create ad-hoc receipt

    This task receives ad-hoc inventory by creating a receipt for the fulfillment center and making it available to the distribution arrangement for the store.

    Accept goods (External task)

    This is an external task that will accept the goods into inventory.

    Reject goods (External task)

    Reject the goods preventing them from being accepted and restocked.

    Examine goods (External task)

    Examine the goods that have been returned. This task will produce a received goods summary.

    Examine goods (External task)

    Examine the goods that have been returned. This task will produce a received goods summary.

    Reject goods (External task)

    Reject the goods preventing them from being accepted and restocked.

    Send goods for disposition (External task)

    Send the goods along with the printed RMA to dispositioning.

    Log received items

    Log the items that are being received.

    Print RMA

    Print the RMA so that it can be sent along with the goods as they go to dispositioning.

     

    Registered Customer

    Update personal information

    The customer provides and then saves their personal information.

    Update quick checkout profile

    The customer updates the information recorded in a quick checkout profile.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Create address book

    The customer creates one ore more addresses in the address book.

    View orders history

    Reviews orders placed by the customer.

    View order detail

    Customers can choose any order in the summary table and view the details. For the selected order, a page displays with detailed order status information. The complete list of purchased products are shown on this page.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Add coupon into coupon wallet

    A customer selects a suitable coupon from the coupon wallet.

    Select product from wish list

    A customer selects a product from the wish list

    Check e-mail

    The customer checks the e-mail in the inbox.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Change password

    The customer is prompted to change the password. The changed password is saved as the permanent password.

    Enter personal identification

    The customer specifies a registered e-mail address, to which the e-mail that has a temporary password is sent.

    Select item

    An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page.

    Select a requisition list

    The customer select a requisition list from a list of existing requisition lists.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    Select coupon to redeem

    The customer selects one or more available coupons to redeem. The price of the order is adjusted accordingly.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Update customer profile information

    The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.

    Update partner site uid and pwd

    This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.

    Respond to a message in the forum

    Respond to messages in the forum.

    Add message

    Create new message in the forum.

    Create autobid

    Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Create bid

    Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order.

    See all bids

    View the bids submitted by all participants in an auction.

    Create autobid

    Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Create bid

    Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order.

    See all bids

    View the bids submitted by all participants in an auction.

    Create address

    The customer creates an address in the address book.

    Update personal information

    The customer provides and then saves their personal information.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Examine addresses in shopping cart

    Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating.

    Delete address

    The customer deletes an address in the address book.

    Select new addresses

    Select new addresses for products that are currently going to the address that needs to be deleted.

    Modify address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Adjust addresses in shopping cart

    Change the desired products in the order to the new address.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Copy list products to shopping cart

    Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart.

    Select contract

    Select a contract which you want to modify.

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Check e-mail

    The customer checks the e-mail in the inbox.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Change password

    The customer is prompted to change the password. The changed password is saved as the permanent password.

    Specify user identification

    The customer types in their user ID so that their password can be reset.

    Select product from req list

    The customer selects a product from a requisition list to order

    Select product from wish list

    A customer selects a product from the wish list

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Select default list name

    The name "Unknown name" is provided as the default requisition list name. If a customer does not specify the requisition list name, this name will be used. Multiple requisition lists can share the same name.

    Select an existing requisition list

    A customer can select a previously created requisition list. The items are added to the selected requisition list.

    Add product into requisition list

    A customer can select a previously created requisition list. The items are added to the selected requisition list.

    Choose checkout type

    A registered customer can choose checkout type: regular checkout, or quick checkout.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Add product to requisition list

    A registered customer adds a product into a requisition list.

    Create new requisition list

    From the Requisition List screen, a customer creates a new requisition list by clicking on the Create Requisition List button.

    Select requisition list

    A customer selects an existing requisition list that they would like to modify.

    Specify sku(s)

    A customer can add one or more items to a requisition list. To add items the customer specifies the SKU.

    Select current order

    A customer views the current order.

    Select requisition list

    A customer selects an existing requisition list that they would like to modify.

    Update list item quantity

    The customer chooses a product and enters in a new quantity in the space provided. Clicking on the appropriate button will update the quantity of the chosen product.

    Remove requisition list item

    The customer can remove an item from the requisition list by clicking the appropriate link beside the item that is to be removed.

    Update requisition list name

    The customer can change the name of the current requisition list by entering in a new name into the Requisition List Name field and then clicking the 'Change Name' button.

    Remove requisition list

    The customer can remove a requisition list from their account by clicking the 'Remove' link beside the requisition list.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Choose contracts for products

    The customer selects which one of the available contracts they would like to use for pricing each product.

    Prepare order

    Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Choose how to handle back orders

    A customer chooses one of the two Available to Promise methods to manage backordered products. There are two available methods: ship the order when all the products are available, or ship the available products first then ship the rest of the products when they are available.

    Specify scheduling conditions

    The customer can select when they want the first of the scheduled orders to occur, and how often they would like it to repeat after that.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Review order summary

    The customer views the summary of an order before submitting it. The ordered products and order prices (discount information is displayed where applicable), are reviewed.

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Select previously placed order

    The customer chooses which of their placed order of interest.

    Create shopping cart from order

    The customer clicks the "Re-order" link for the order that they would like to reorder. The products from that order are placed into the current shopping cart.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Review pricing

    The customer checks that the pricing on the order is acceptable.

    Find scheduled order

    The customer clicks on Order Status, and browses through the list of scheduled orders to find the one they would like to view.

    Cancel scheduled order

    The customer can cancel an order that they have previously scheduled.

    View order status detail

    For the selected order, a page displays with detailed order status information.

    View list of order status summary

    The customer can view the table that contains a brief summary of the status of each order.

    Select an order

    The customer can choose any order in the summary table and view details.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select advertised product

    The customer clicks on the advertised product; the product page displays.

    Select product attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select product attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Update registration information

    The customer provides and then saves their personal information.

    Update quick checkout profile

    The customer updates the information recorded in a quick checkout profile.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Create address book

    The customer creates one ore more addresses in the address book.

    Choose checkout type

    A registered customer can choose checkout type: regular checkout, or quick checkout.

    Specify promotion code

    Customers have the option to provide a promotion code to receive discounts or special offers on their order.

    Specify shipping address

    The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method.

    Select shipping method

    The customer selects one or more shipping methods for the ordered items.

    View order summary

    The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display.

    Specify payment information

    The customer specifies the payment information, such as payment method, and credit card information. The customer can use multiple payments methods for the same order as required.

    Submit order

    Submits an order for processing. The credit card number is validated before the submission is successful.

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Specify shipping instructions

    The customer has several shipping options available such as requested shipping date and expedite for each of the ordered items. Also, the customer can enter free form shipping instructions for ordered items with the same shipping address, shipping method and shipping date. Another shipping option is to ship as complete (ship the entire order when all items in the shopping cart are available) or partial shipments (ship items in the shopping cart as they become available).

    Specify billing address

    The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser.

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Copy list products to shopping cart

    Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart.

    Select supplier and contract

    Select the supplier and contract to buy from.

    Specify supplier and SKU(s)

    A customer can add one or more items to a requisition list. To add items, the customer specifies the supplier and SKU(s).

    Select supplier and list

    Customer selects a supplier and a requisition list to order from.

    Update shopping cart

    The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products.

    Select supplier shopping cart

    Products from different suppliers are added to separate shopping carts. The registered customer selects the shopping cart of a particular supplier to check out.

    Enter search criteria

    A CSR chooses which key information that will be used to find a customer profile, enters key information about a customer in order to determine if a customer profile has already been entered into the system.

    Select SKU

    A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select product from search result

    The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays.

    Select SKU

    A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page.

    Select organization

    Select the organization that want to shop on behalf of from the list of entitled organizations. Entitled organizations are the customer's parent organization plus all the organizations/sub-organizations where the customer plays the Organization Participant role and has an active business account.

    Check e-mail

    The customer checks the e-mail in the inbox.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Change password

    The customer is prompted to change the password. The changed password is saved as the permanent password.

    Specify user identification

    The customer types in their user ID so that their password can be reset.

    Update personal information

    The customer provides and then saves their personal information.

    Update address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Examine addresses in shopping cart

    Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating.

    Create address

    The customer creates an address in the address book.

    Delete address

    The customer deletes an address in the address book.

    Select new addresses

    Select new addresses for products that are currently going to the address that needs to be deleted.

    Modify address book

    The customer modifies or deletes the addresses in the address book, or adds new addresses.

    Adjust addresses in shopping cart

    Change the desired products in the order to the new address.

     

    Distributor

    Create quote response (External task)

    Create a response to a request for price and availability information.

    Create quote response (External task)

    Create a response to a request for price and availability information.

    Accept batch availability request (External task)

    An external task executed by the distributor that involves accepting the availability request.

    Create availability response (External task)

    An external task executed by the distributor that creates a response to the inventory availability request. A XML document is created that indicates the inventory quantitty for the corresponding item in the request.

    Confirm order transfer

    Confirm that the order that was transferred has been received and that the order is pending remote processing.

    Send order status (External task)

    Send order status as appropriate based on the processing of the order by the distributor.

     

    Reseller

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Refresh price and availability

    Generate a new price and availability from the distributors by selecting the "Refresh Price and Availability" button, and then choosing the distributors to get quotes from. The updated quote information will replace any existing quote information for the shopping cart.

    Select pending shopping cart

    Select an existing shopping cart from the Pending list, and make it the current cart. The existing shopping cart may have an associated quote, depending on whether a quote was previously requested for it.

    Complete order on distributor site (External task)

    Transfer to the distributor site and complete the order as required by the distributor's processes.

    Save quote

    Save the existing shopping cart and quote information so it can be used at a later date.

    Add to favorites list

    A reseller selects "Add to favorites" from the item page. They are given the option to add to an existing list, or create a new one.

    Create new favorites list

    A reseller adds a product into a favorites list from the product page. Alternatively, they may use the "Create a new favorites list" link to enter SKUs into the list.

    Add to existing favorites list

    A registered reseller selects an existing favorites list and adds SKUs to it.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Save favorites list

    A registered reseller may save updates to the favorites list if they would like to keep them.

    Enter SKU and quantity for quote

    Enter the SKU and quantity into the "Quick Links" fields on the Commerce Plaza homepage. Price and availability information will be returned.

    Request price and availability

    The reseller indicates that they would like to request price and availability information for items in the current shopping cart.

    Select distributors

    The reseller selects which of the available distributors they would like to receive quotes from.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    Save quote

    Save the existing shopping cart and quote information so it can be used at a later date.

    View order status

    A reseller may view order status of transferred orders. Status is received from the distributor site and updated in Commerce Plaza.

    Log on

    A registered user logs on to the store by providing the ID and the corresponding password.

    View status on distributor site (External task)

    A registered reseller may view more order status on the remote distributor's site by selecting "Open shopping cart on distributor site" from the order status details page.

    Assign quantities to distributors

    A reseller assigns quantities to purchase from the distributors that have replied with quotes. A reseller may split the order among as many distributors as are available.

    Prepare to submit shopping cart

    A reseller submits the shopping carts with quantities assigned to the distributors to obtain a second confirmation of prices and availabilities.

    Submit shopping carts

    A reseller transfers shopping carts to the respective distributors.

    Reassign quantities

    A reseller changes the quantities they are purchasing based on the price and availability information received from the distributors.

    Select category

    Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog.

    Select subcategory

    The customer clicks on a category link, and the page that contains all of the subcategories or products displays.

    Select product

    The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page.

    Select attributes

    If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays.

    Browse featured items

    From the Commerce Plaza home page, select the "Browse featured items" link

    Enter search term

    In simple search mode, the customer can type one line of text for the search criteria. In advanced search mode, a variety of search criteria can be specified. Refer to the IBM WebSphere Commerce Sample Store Guide for details.

    Select product in the e-mail

    The customer clicks on a link or image of the product; the product page displays.

    Select advertised product

    The customer clicks on the advertised product; the product page displays.

    Add part numbers to shopping cart

    There are two ways to add product directly to the shopping cart. The first is to enter the part number into the "Add to Order" field on the Commerce Plaza homepage. The second way is to select the "Add multiple part numbers to order" link from the homepage, and enter the part numbers into the list provided.

    Select a favorites list

    From the home page, click on "View my Favorites lists". Select the desired favorites list.

    Add list to shopping cart

    the favorites list screen, click on "Add list to cart"

    Add product to shopping cart

    Adds the selected items to the shopping cart

    Adjust quantity

    Change the amount in the "Quantity" field and click on the "Update" link.

    Select pending shopping cart

    Select an existing shopping cart from the Pending list, and make it the current cart. The existing shopping cart may have an associated quote, depending on whether a quote was previously requested for it.

    Save shopping cart

    Save shopping cart for further update.

    Register new reseller org

    The seller provides business information and details for the requested new organization and administrator logon ID.

    Register in existing org

    The user chooses to register under an existing organization.

    Receive approval for user

    System delivers a notification that the registration has been approved.

    Receive approval for org and user

    System delivers a notification that the registration has been approved.

     

    Returns Administrator

    Close return request

    Close a return request. This is the end point in the life cycle of a return.

    Create ad-hoc return request

    Create an ad-hoc return request. This is a return request without a pre-existing order.

    Create return request

    Create a return request using the original order as input.

    Find order(s)

    Find by: order number and customer logon Id
    Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

    Find order(s)

    Find by: order number and customer logon Id
    Advanced query: by all order fields: address, order status, date (start end), e-mail, phone

    Create return request

    Create a return request using the original order as input.

    Create ad-hoc return request

    Create an ad-hoc return request. This is a return request without a pre-existing order.

     

    Sales Manager

    Find customer organization

    Find the customer organization in the system who will be the account holder of the business account.

    Assign Account Representative

    Assign the Account Representative from the Seller organization who will be responsible for this business account.

    Set up business account

    Create a business account by specifying :
  • customer organization and customer contact name, and contact information
  • Seller organization and Seller contact name
  • the preferred price list to be used in contracts under this account (if there are multiple price lists associated with the store). The catalog filter in the contracts will default to the selected price list. It can be specified whether the price list can be changed in the contract, or if this price list must be used.

    • Review report

    Review the business analysis report to find areas of the business relationship that you may want to modify. You may want to change the terms and conditions of the business accounts and/or contracts if they are not proving to be profitable.

    Set contract terms

    Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
    Contract terms and conditions can also be referred to as contract terms or terms.
    Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
    The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
    WebSphere Commerce supports the following terms and conditions:
  • Fulfillment center
    This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.
  • Order approval
    This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.
  • Payment method
    This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
  • Pricing terms and conditions
    Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:
  • Master catalog with filtering
    You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
    The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:
  • The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.
  • The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.
  • The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
    The current settings from this contract and any base contract are displayed.
    This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.
  • Dynamic kit component pricing
    This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.
  • Customized price list
    This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.
  • Entire catalog with adjustment*
    This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
  • Price list with adjustment*
    This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
  • Price list with selective adjustment*
    This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.
  • Product constraint terms and conditions
    Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:
  • Customized product set exclusion
    This term states the items in a customized product set are not for sale in a contract.
  • Customized product set inclusion
    This term states that items in a customized product set are for sale in a contract.
  • Product set exclusion*
    This term states the items in a product set business policy are not for sale in a contract.
  • Product set inclusion*
    This term states that items in a product set business policy are for sale in a contract.
    Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.
  • Returns terms and conditions
    Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:
  • Refund payment method*
    This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.
  • Return charge*
    This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).
  • Right to buy amount
    This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.
  • Shipping terms and conditions
    Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
  • Shipping mode*
    This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
  • Ship-to address
    This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
  • Shipping charge type*
    This term defines who pays for shipping orders. The following types of shipping charges are supported:
  • No shipping charge
  • Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.
  • Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
    The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.
  • Shipping adjustment
    This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.
  • Address book
    This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

    • Set contract details

    Set contract details such as:
  • start and end dates
  • contract description and remarks
  • contract attachments
  • can purchases under this contract be made using the business account credit line
    		•

    Submit contract

    Submit a contract for approval when the contract modifications have been completed.

    Mark contract approved

    Approve a submitted contract when all terms and conditions and other details of the contract are acceptable.

    Set contract terms

    Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
    Contract terms and conditions can also be referred to as contract terms or terms.
    Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
    The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
    WebSphere Commerce supports the following terms and conditions:
  • Fulfillment center
    This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.
  • Order approval
    This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.
  • Payment method
    This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract. An optional billing address may be specified. The billing address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
  • Pricing terms and conditions
    Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:
  • Master catalog with filtering
    You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
    The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:
  • The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.
  • The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.
  • The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
    The current settings from this contract and any base contract are displayed.
    This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list. If there are multiple price lists available in a store, the Account Representative chooses which price list should be used for the basis of price adjustments in this contract. Examples of types of price list can include list, cost, and others. If the contract refers to a base contract, then the filter must use the same price list as is used in the catalog filter in the base contract.
  • Dynamic kit component pricing
    This term offers a dynamic kit for sale and specifies the adjusted prices of components within the dynamic kit. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price. The price of the dynamic kit is the sum of the adjusted component prices.
  • Customized price list
    This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.
  • Entire catalog with adjustment*
    This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
  • Price list with adjustment*
    This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
  • Price list with selective adjustment*
    This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.
  • Product constraint terms and conditions
    Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:
  • Customized product set exclusion
    This term states the items in a customized product set are not for sale in a contract.
  • Customized product set inclusion
    This term states that items in a customized product set are for sale in a contract.
  • Product set exclusion*
    This term states the items in a product set business policy are not for sale in a contract.
  • Product set inclusion*
    This term states that items in a product set business policy are for sale in a contract.
    Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.
  • Returns terms and conditions
    Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:
  • Refund payment method*
    This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.
  • Return charge*
    This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).
  • Right to buy amount
    This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.
  • Shipping terms and conditions
    Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
  • Shipping mode*
    This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
  • Ship-to address
    This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses. The ship-to address may be specified as specific addresses from the business account organization's address book, or the Buyer can select an address from the following address books (using the Address Book term and condition): their personal address book, their parent organization's address book, or their business account organization's address book.
  • Shipping charge type*
    This term defines who pays for shipping orders. The following types of shipping charges are supported:
  • No shipping charge
  • Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.
  • Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
    The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.
  • Shipping adjustment
    This optional term specifies the adjusted shipping charges to be applied to the customer's order. Adjustments can be specified to be applicable on individual products, categories, or the entire catalog. The adjustment can be specified as a percentage adjustment (mark-up or discount) or as a fixed price.
  • Address book
    This term allows you to specify the address books from which the customer can choose the shipping and billing addresses for an order. When completing the checkout process for an order, the customer can select an address from the following address books: their personal address book, their parent organization's address book, or their business account organization's address book.

    • Submit contract

    Submit a contract for approval when the contract modifications have been completed.

    Create new version

    Create a new version of a contract/price-override limit in order to make changes to the contract/price-override limit. A copy of the existing contract/price-override limit is made, and the contract/price-override limit is given a new version number.

    Mark contract approved

    Approve a submitted contract when all terms and conditions and other details of the contract are acceptable.

    Review submitted contract

    Review all the terms and conditions and other contract details in a submitted contract.

    Mark contract approved

    Approve a submitted contract when all terms and conditions and other details of the contract are acceptable.

    Mark contract rejected

    Reject the submitted contract because the terms and conditions of the contract are unacceptable, or some other aspect of the contract should be modified.

    Review approval pending response

    Review the pending response for approval.

    Approve RFQ response

    Approve the pending RFQ response.

    Reject RFQ response

    Reject the pending RFQ response.

    Mark contract unlocked

    Unlock a contract so the contract may be edited.

     

    Seller

    Create store

    Use the Store Creation wizard within the WebSphere Commerce Accelerator to create an online store. The store can resell products from the hub's catalog (channel, hosting or supplier hub). The store has the option to use their own catalog, or to use both the hub's catalog and their own.

    Set up store

    Use the WebSphere Commerce Accelerator to set up and configure the store.

    Manage administrative tasks for the store by using the tasks offered under the Store menu:
  • Open and close the store
  • Redesign the store profile and how customers will navigate through the store pages
  • Change tax, shipping, fulfillment center, payment, and report delivery settings
  • Configure the store to send and receive messages (such as to notify customers or special promotions)

    Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
  • Work with customer profiles, including viewing a summary of each profile
  • Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
  • Create, change, and remove campaign initiative conditions
  • Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
  • Manage awareness ads

    Manage merchandise offered at the store by using the tasks under the Merchandising menu:
  • Work with products, categories, bundles and kits for the catalog
  • Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
  • Find and list expected inventory records and product vendors
  • Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
  • Manage auctions, including auction styles and bid control rules

    Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
  • Create and change customer registration information
  • Reset customer logon passwords
  • Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
  • Splitting and canceling orders
  • Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
  • Administer auctions for customers
  • Approve, deposit, settle, and find payment using WebSphere Commerce Payments
  • Manage inventory, including expected inventory records and pick batches

    Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu.

    • Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Fix store data

    The store owner uses the WebSphere Commerce Accelerator to fix the problems in their store that violate their use of the hub (channel, hosting or supplier hub) that were identified by the Channel Manager.

    Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Notify Channel Manager (External task)

    The Seller notifies the Channel Manager that the modifications to the Seller's store have been completed. The Channel Manager can then verify that the changes have been made to their satisfaction.

    Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Create store

    Use the Store Creation wizard within the WebSphere Commerce Accelerator to create an online store. The store can resell products from the hub's catalog (channel, hosting or supplier hub). The store has the option to use their own catalog, or to use both the hub's catalog and their own.

    Set up store

    Use the WebSphere Commerce Accelerator to set up and configure the store.

    Manage administrative tasks for the store by using the tasks offered under the Store menu:
  • Open and close the store
  • Redesign the store profile and how customers will navigate through the store pages
  • Change tax, shipping, fulfillment center, payment, and report delivery settings
  • Configure the store to send and receive messages (such as to notify customers or special promotions)

    Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
  • Work with customer profiles, including viewing a summary of each profile
  • Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
  • Create, change, and remove campaign initiative conditions
  • Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
  • Manage awareness ads

    Manage merchandise offered at the store by using the tasks under the Merchandising menu:
  • Work with products, categories, bundles and kits for the catalog
  • Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
  • Find and list expected inventory records and product vendors
  • Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
  • Manage auctions, including auction styles and bid control rules

    Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
  • Create and change customer registration information
  • Reset customer logon passwords
  • Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
  • Splitting and canceling orders
  • Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
  • Administer auctions for customers
  • Approve, deposit, settle, and find payment using WebSphere Commerce Payments
  • Manage inventory, including expected inventory records and pick batches

    Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu.

    • Request store creation (External task)

    Seller requests channel manager to create a store.

    Close store

    Close the store to make the online store unavailable to customers. The store owner can access the store to test that any store modifications are implemented successfully. When the changes are completed, the store owner can open the store.

    Set up store

    Use the WebSphere Commerce Accelerator to set up and configure the store.

    Manage administrative tasks for the store by using the tasks offered under the Store menu:
  • Open and close the store
  • Redesign the store profile and how customers will navigate through the store pages
  • Change tax, shipping, fulfillment center, payment, and report delivery settings
  • Configure the store to send and receive messages (such as to notify customers or special promotions)

    Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
  • Work with customer profiles, including viewing a summary of each profile
  • Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
  • Create, change, and remove campaign initiative conditions
  • Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
  • Manage awareness ads

    Manage merchandise offered at the store by using the tasks under the Merchandising menu:
  • Work with products, categories, bundles and kits for the catalog
  • Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
  • Find and list expected inventory records and product vendors
  • Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
  • Manage auctions, including auction styles and bid control rules

    Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
  • Create and change customer registration information
  • Reset customer logon passwords
  • Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
  • Splitting and canceling orders
  • Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
  • Administer auctions for customers
  • Approve, deposit, settle, and find payment using WebSphere Commerce Payments
  • Manage inventory, including expected inventory records and pick batches

    Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu.

    • Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Approve registration

    If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store.

    Reject registration

    If the Seller decides to reject the registration request, then the customer is not approved
  • and cannot shop. A notification is sent to the customer that their request has been rejected.

    • Review approval request

    The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it.

    Enter required organization info

    On a Seller's behalf, the Customer Service Representative would enter information about the new buyer organization into the system. See the OrgEntityAddCmd in the online help for more details on the parameters available, including the mandatory parameters.

    Determine organization parent

    Organizations must always have a parent. The Seller would have communicated the parent organization as part of the creation request.

    Enter buyer admin registration info

    Information about the buyer administrator is entered, including e-mail address and password.

    Submit registration form

    The customer submits the registration form. If the data in the form is complete and valid, the customer is registered.

    Assign roles to buyer admin

    The new user is assigned the role of buyer administrator in the new buyer organization.

    Create departments

    The buyer organization can be partitioned into multiple departments.

    Add user to member group

    Adds a customer to a given membergroup. See 'explicit membergroups' in the online help for more details.

    Remove user from member group

    Removes a customer from a membergroup. See 'explicit membergroups' in the online help for more details.

    Specify auction type

    Specify the types of auction such as Open Cry auctions, Sealed Bid auctions, and Dutch auctions (Dutch auction type cannot be specified in bid control rule).

    Specify duration, closing rule

    Specify when an auction starts and the conditions under which it ends.

    Specify auction pricing information

    Specify pricing information for an auction.

    Specify auction display information

    Specify what templates to use in displaying auction rules and the product display for an auction.

    Submit style template creation

    Submit the creation of new auction style template.

    Specify auction bid control rule

    Specify a previously defined bid rule for Sealed Bid and Open Cry auctions.

    Specify auction type

    Specify the types of auction such as Open Cry auctions, Sealed Bid auctions, and Dutch auctions (Dutch auction type cannot be specified in bid control rule).

    Specify bid control rule detail

    Specify detail of the bid control rule such as name, description, associated auction type, minimum bid value and minimum bid quantity, minimum bid increment within specified price ranges (for Open Cry auctions).

    Submit bid control rule creation

    Submit bid rules determine how bidding is allowed to proceed for Open Cry and Sealed Bid auctions.

    Read messages in the forum

    View messages in the forum

    Add message

    Create new message in the forum.

    Delete message

    Delete messages in the forum.

    Mark customer message to public

    Mark messages created by customer to public.

    Withdraw participant's bid(s)

    Withdraw bid submitted before an auction is closed.

    Check for anomalies (External task)

    Check for anomalous bidding activities.

    Force-close auction

    Close the bidding for an auction manually.

    Manage order failed bid(s) (External task)

    If a problem occurs while creating the order from the winning bid(s) (for example, if Payment Manager is not active), the order is not created. Fix the problem and recreate the order again.

    Update auction pricing information

    Update pricing information for an auction.

    Update duration, closing rule

    Update information on when an auction starts and the conditions under which it ends.

    Update product and quantity

    Update information about the product to be auctioned such as SKU, product name, product description and auction quantity.

    Update auction display information

    Update what templates to use in displaying auction rules and the product display for an auction.

    Specify auction bid control rule

    Specify a previously defined bid rule for Sealed Bid and Open Cry auctions.

    Submit auction creation

    Submit the request to create an auction after providing all the detail. When the auction is created, the specified quantity of the product for auction is reserved and is no longer available for "normal" sale.

    Specify product and quantity

    Specify information about the product to be auctioned such as SKU, product name, product description and auction quantity.

    Specify duration, closing rule

    Specify when an auction starts and the conditions under which it ends.

    Specify auction pricing information

    Specify pricing information for an auction.

    Specify auction display information

    Specify what templates to use in displaying auction rules and the product display for an auction.

    Submit auction creation

    Submit the request to create an auction after providing all the detail. When the auction is created, the specified quantity of the product for auction is reserved and is no longer available for "normal" sale.

    Specify product and quantity

    Specify information about the product to be auctioned such as SKU, product name, product description and auction quantity.

    Specify duration, closing rule

    Specify when an auction starts and the conditions under which it ends.

    Specify auction pricing information

    Specify pricing information for an auction.

    Specify auction display information

    Specify what templates to use in displaying auction rules and the product display for an auction.

    Update product and quantity

    Update information about the product to be auctioned such as SKU, product name, product description and auction quantity.

    Update duration, closing rule

    Update information on when an auction starts and the conditions under which it ends.

    Update auction pricing information

    Update pricing information for an auction.

    Update auction display information

    Update what templates to use in displaying auction rules and the product display for an auction.

    Revert response back to draft state

    Change the response back to "draft" state so that more modifications can be made to the response.

    Submit RFQ response

    Submit the RFQ response. The buyer then reviews the response.

    Cancel RFQ response

    Cancel the RFQ response.

    Submit RFQ response

    Submit the RFQ response. The buyer then reviews the response.

    Revert response back to draft state

    Change the response back to "draft" state so that more modifications can be made to the response.

    Cancel RFQ response

    Cancel the RFQ response.

    Reply to customized prod attribute

    Respond to the customized product attributes specified by a buyer.

    Respond to RFQ attachments

    Respond to the RFQ level attachments specified by a buyer.

    Respond to terms and conditions

    Propose an alternative to any of the terms and conditions specified by a buyer.

    Specify product in response

    Substitute a product in the RFQ response. This is especially useful for a made-to-order item. The buyer may include a made-to-order item in the RFQ; the seller then reviews the RFQ, and substitutes the item the buyer had for one the seller has in the catalog. This can only happen if the buyer has stated that the product can be substituted. If the item does not exist in the current catalog, the seller has to create the item first.

    Set price in the response

    Set price in the response.

    Respond to fixed price

    Respond to the requested product fixed prices and quantities specified by a buyer.

    Respond to percentage adjustment

    Respond to the requested product percentage prices and quantities specified by a buyer.

    Respond to percentage adjustment

    Respond to the requested product percentage prices and quantities specified by a buyer.

    Respond to fixed price

    Respond to the requested product fixed prices and quantities specified by a buyer.

    Set price in the response

    Set price in the response.

    Create store

    Use the Store Creation wizard within the WebSphere Commerce Accelerator to create an online store. The store can resell products from the hub's catalog (channel, hosting or supplier hub). The store has the option to use their own catalog, or to use both the hub's catalog and their own.

    Set up store

    Use the WebSphere Commerce Accelerator to set up and configure the store.

    Manage administrative tasks for the store by using the tasks offered under the Store menu:
  • Open and close the store
  • Redesign the store profile and how customers will navigate through the store pages
  • Change tax, shipping, fulfillment center, payment, and report delivery settings
  • Configure the store to send and receive messages (such as to notify customers or special promotions)

    Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
  • Work with customer profiles, including viewing a summary of each profile
  • Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
  • Create, change, and remove campaign initiative conditions
  • Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
  • Manage awareness ads

    Manage merchandise offered at the store by using the tasks under the Merchandising menu:
  • Work with products, categories, bundles and kits for the catalog
  • Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
  • Find and list expected inventory records and product vendors
  • Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
  • Manage auctions, including auction styles and bid control rules

    Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
  • Create and change customer registration information
  • Reset customer logon passwords
  • Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
  • Splitting and canceling orders
  • Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
  • Administer auctions for customers
  • Approve, deposit, settle, and find payment using WebSphere Commerce Payments
  • Manage inventory, including expected inventory records and pick batches

    Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu.

    • Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Select hosted store

    A customer selects a hosted store link from the search results.

    Set exclusion terms

    You can use the WebSphere Commerce catalog filtering feature to exclude any of the products or categories in the master catalog that you do not want to be sold at the store.

    Create store

    Use the Store Creation wizard within the WebSphere Commerce Accelerator to create an online store. The store can resell products from the hub's catalog (channel, hosting or supplier hub). The store has the option to use their own catalog, or to use both the hub's catalog and their own.

    Set up store

    Use the WebSphere Commerce Accelerator to set up and configure the store.

    Manage administrative tasks for the store by using the tasks offered under the Store menu:
  • Open and close the store
  • Redesign the store profile and how customers will navigate through the store pages
  • Change tax, shipping, fulfillment center, payment, and report delivery settings
  • Configure the store to send and receive messages (such as to notify customers or special promotions)

    Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
  • Work with customer profiles, including viewing a summary of each profile
  • Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
  • Create, change, and remove campaign initiative conditions
  • Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
  • Manage awareness ads

    Manage merchandise offered at the store by using the tasks under the Merchandising menu:
  • Work with products, categories, bundles and kits for the catalog
  • Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
  • Find and list expected inventory records and product vendors
  • Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
  • Manage auctions, including auction styles and bid control rules

    Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
  • Create and change customer registration information
  • Reset customer logon passwords
  • Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
  • Splitting and canceling orders
  • Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
  • Administer auctions for customers
  • Approve, deposit, settle, and find payment using WebSphere Commerce Payments
  • Manage inventory, including expected inventory records and pick batches

    Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu.

    • Open store

    Open the store to make the online store available to customers, so they can browse the products and place orders.

    Set price-override limit details

    Set price-override limit details such as:
  • name
  • description and remarks

    • Select base price-override limit

    Select the applicable base price-override limit from which to share the price limits. A common set of limits can be defined in a base price-override limit. Multiple price-override limits for CSR groups can then share the common set of limits, but then modify any settings as necessary.

    Select customer representative group

    Select the customer representative groups that will respect this set of limits.

    Set price-override limit terms

    Price-override limits can be set for pricing and shipping charges.
  • Pricing
    CSRs override product prices by specifying the price agreed upon by both the customer and the CSR.
    Each CSR group has an authorized range, defined by the customer's entitled price as the upper bound, and a group-specific floor price. The customer's entitled price is the initial price offered to the customer. The floor price for a CSR group is determined by the administrator, and is a percentage markup from the product's nominal cost. A nominal cost is a monetary amount which represents the cost of a single unit of that catalog entry. There is at most one nominal cost for each catalog entry in a catalog. The collection of nominal costs are stored in a nominal cost price list. The nominal cost list, created and maintained by a store developer, is stored in WebSphere Commerce as if it were a standard price list, but it is only accessible in it's distinct role as the basis for price override limits.

  • Shipping charges
    Shipping charges can be overridden by either specifying a percentage discount, or by specifying a fixed cost. Both of these methods apply to individual shipping modes. This means that a CSR could offer a 10% discount on overnight shipping, and also a fixed $10 charge for all ground shipping. A customer could then decide on which method to use, or whether to split the order.

    • Submit price-override limit

    Submit a price-override limit for deployment when the price-override limit modifications have been completed.

    Create new version

    Create a new version of a contract/price-override limit in order to make changes to the contract/price-override limit. A copy of the existing contract/price-override limit is made, and the contract/price-override limit is given a new version number.

    Set price-override limit terms

    Price-override limits can be set for pricing and shipping charges.
  • Pricing
    CSRs override product prices by specifying the price agreed upon by both the customer and the CSR.
    Each CSR group has an authorized range, defined by the customer's entitled price as the upper bound, and a group-specific floor price. The customer's entitled price is the initial price offered to the customer. The floor price for a CSR group is determined by the administrator, and is a percentage markup from the product's nominal cost. A nominal cost is a monetary amount which represents the cost of a single unit of that catalog entry. There is at most one nominal cost for each catalog entry in a catalog. The collection of nominal costs are stored in a nominal cost price list. The nominal cost list, created and maintained by a store developer, is stored in WebSphere Commerce as if it were a standard price list, but it is only accessible in it's distinct role as the basis for price override limits.

  • Shipping charges
    Shipping charges can be overridden by either specifying a percentage discount, or by specifying a fixed cost. Both of these methods apply to individual shipping modes. This means that a CSR could offer a 10% discount on overnight shipping, and also a fixed $10 charge for all ground shipping. A customer could then decide on which method to use, or whether to split the order.

    • Submit price-override limit

    Submit a price-override limit for deployment when the price-override limit modifications have been completed.

     

    Shipping clerk

    Obtain shipment tracking info (External task)

    Obtain the shipment tracking information. This may be done by scanning a shipment label or manually recording it.

    Confirm shipment

    This task performs shipment confirmation and sends the information to WebSphere Commerce. The following information is sent to cause a manifest to be created:
  • DateShipped
  • ShippingCosts
  • OrderId
  • OrdReleaseNumber
  • PackageId
  • Weight
  • PickupRecordId
  • Currency
  • ShipModeId
  • TrackingId
  • WeightMeasure
  • SerialNumber
    The manifest can optionally be indicated as released in the same step.

    •  

    Site Administrator

    Assign display pages

    Each catalog, category, product or SKU requires an associated JSP file for display. The category, product or SKU may be assigned a specific JSP file, a default JSP file per store or per site.

    Schedule drop ship rcpt maintenance

    This task schedules a job to perform drop-ship receipt maintenance. A technique of setting the inventory quantity to the maximum allowed assures that the inventory is always available. Since the fulfillment center is a drop-ship type, the exact level of the inventory is not relevant. Inventory is assumed to always be available. The scheduled job will update the inventory levels as the level drops as the result of fulfilling orders.

    Monitor AC log table

    The administrator can monitor the ACCLOGMAIN and ACCLOGCUB tables for patterms of access violations.

    Notify security administrator (External task)

    If a pattern of violations is detected, the security administrator can be notified and action taken.

    Load member data

    The member data can be loaded into the system using either the massload capability (see the Loader package information in the WebSphere Commerce development online help for more details) or through a custom tool using one of the enterprise integration adapters.

    Prepare member data (External task)

    The process of converting the data into a format that WC member subsystem is done external from the system. This typically includes mapping attributes from attributes in the external system to WebSphere Commerce attributes, and generating customer passwords.

    Set up store policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages.

    Set up hub policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to store pages, store flow, or text on the store pages.

    Set up store policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages.

    Set up store policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages.

    Set up store policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages.

    Set up store policies

    Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages.

     

    System

    Import external contract data

    In some situations, you may maintain your customers pricing and product information in an external system (for example, SAP). In this scenario, the contracts will refer to product sets and price list through business policies. An automated tool would be created to extract the product and pricing data from the external system, and populate the appropriate product sets and price lists in WebSphere Commerce.

    Pricing data is imported into price lists referred to by a contract through a Price business policy. The prices are imported by massload or other means.

    Product data is imported into product sets referred to by a contract through a Product Set business policy. The products are imported by massload or other means.

    Import external contract data

    In some situations, you may maintain your customers pricing and product information in an external system (for example, SAP). In this scenario, the contracts will refer to product sets and price list through business policies. An automated tool would be created to extract the product and pricing data from the external system, and populate the appropriate product sets and price lists in WebSphere Commerce.

    Pricing data is imported into price lists referred to by a contract through a Price business policy. The prices are imported by massload or other means.

    Product data is imported into product sets referred to by a contract through a Product Set business policy. The products are imported by massload or other means.

    Import external contract data

    In some situations, you may maintain your customers pricing and product information in an external system (for example, SAP). In this scenario, the contracts will refer to product sets and price list through business policies. An automated tool would be created to extract the product and pricing data from the external system, and populate the appropriate product sets and price lists in WebSphere Commerce.

    Pricing data is imported into price lists referred to by a contract through a Price business policy. The prices are imported by massload or other means.

    Product data is imported into product sets referred to by a contract through a Product Set business policy. The products are imported by massload or other means.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Release manifest

    Release the manifest. This can be invoked either with the ReleaseManifest Controller command or as part of the ReleaseShipConfirm Controller Command. In other words, it can be performed as a single step as part of shipment confirmation or as a separate step.


    Tools Controller Command
  • ReleaseManifestCmd


    Task Command
  • UpdateManifestStatusCmd
    		•

    Release ship notify

    Sends an e-mail notification message to the buyer for order release shipment.

    Capture Payment

    This task supports the asynchronous nature of payments by performing the capture of payment for an order in a background process. The input to the process is all orders that have been shipped and have not had payment captured. On completion of the task, payment artifacts will be appropriately updated to reflect the capture and the order will be updated to reflect that payment has been captured. Communication with back-end payment systems may occur in this process depending on the payment type and the payment integration used.
    The definition of what happens during payment capture varies by payment type and by the implementation of that payment. Some examples are as follows:
  • A credit card using batch processing for deposits: in this case, no financial transaction takes place at the time of capture; but rather, the captured amount is placed in a batch that will be settled at a later time. The purpose of using batches is to reduce transaction fees.
  • A credit card not using batch processing: in this case, a settlement would occur as the result of the capture.
  • A check: the implementation supporting BankServ ACH protocol supplied with WebSphere Commerce Payments deposits the check at authorization time. Therefore, capture payment in this case is actually a no-op. Other implementations may deposit the check at this point.
  • Line of credit: the accounts receivable record would be added and the amount remaining on the line of credit would be updated accordingly.
  • Offline payment method: the capture would be recorded and potentially placed in batch for later settlement if batches are supported.

    • Time to release orders for store

    This task models the event that starts a scheduled command or process.

    Check payment status

    Check if the payment is authorized. If the payment authorization is still valid then continue with the release process. If payment authorization was denied, then this order cannot be released. If payment authorization request is still in progress then wait longer. If payment authorization has expired, then request to obtain a new payment authorization.

    Look up accepted orders

    Find orders that are eligible to be released.
    The orders that are selected must conform to one of the following criteria:
    The order must have specified both payment and shipping information, and one of the following must be true:
    - at least one item has been allocated, and the order is not ship as complete
    - the order is ship as complete and all items have been allocated

    Find orders to be released

    Find orders that are ready to be released.

    Check payment status

    Check if the payment is authorized. If the payment authorization is still valid then continue with the release process. If payment authorization was denied, then this order cannot be released. If payment authorization request is still in progress then wait longer. If payment authorization has expired, then request to obtain a new payment authorization.

    Assign fulfillment center to items

    Assign the selected fulfillment center to items to be released to fulfillment.

    Release items to fulfillment

    This task creates releases (as many as needed), where a release is defined as items shipping from the same fulfillment center, to the same address, using the same carrier, at the same time. Supply netting is performed as part of this process. The item and the quantity being released are maintained in a ship history, which is a record of order items that have been released to fulfillment.
    Items are considered eligible for release to fulfillment if the inventory status indicates that it is "allocated" and the fulfillment status is "internal."
    An entry is made in the ship history for all of the eligible items. If one of these items is to be released separately, it is put in its own release. All the remaining items are grouped by shipping address, fulfillment center, and shipping mode (carrier). Each group is put into a release.
    Each item in the release will have an entry in the pick history indicating which receipt it was picked from and the quantity picked. The quantity is used to perform supply netting, which updates the quantity of inventory available in the receipt by subtracting the quantity picked from the receipt for this item, and updating the quantity of the receipt that is in process (allocated but not released to fulfillment) by subtracting the quantity picked from the receipt for the item.

    Add items to Manufacturer order

    Add the designated items to the shopping cart.

    Release items to fulfillment

    This task creates releases (as many as needed), where a release is defined as items shipping from the same fulfillment center, to the same address, using the same carrier, at the same time. Supply netting is performed as part of this process. The item and the quantity being released are maintained in a ship history, which is a record of order items that have been released to fulfillment.
    Items are considered eligible for release to fulfillment if the inventory status indicates that it is "allocated" and the fulfillment status is "internal."
    An entry is made in the ship history for all of the eligible items. If one of these items is to be released separately, it is put in its own release. All the remaining items are grouped by shipping address, fulfillment center, and shipping mode (carrier). Each group is put into a release.
    Each item in the release will have an entry in the pick history indicating which receipt it was picked from and the quantity picked. The quantity is used to perform supply netting, which updates the quantity of inventory available in the receipt by subtracting the quantity picked from the receipt for this item, and updating the quantity of the receipt that is in process (allocated but not released to fulfillment) by subtracting the quantity picked from the receipt for the item.

    Check order block

    Check to see whether the order is blocked or not. If the order is blocked, then it will be skipped, and the release process will continue to handle the other orders. If the order is not blocked, then the release process continues for this order.

    Import external contract data

    In some situations, you may maintain your customers pricing and product information in an external system (for example, SAP). In this scenario, the contracts will refer to product sets and price list through business policies. An automated tool would be created to extract the product and pricing data from the external system, and populate the appropriate product sets and price lists in WebSphere Commerce.

    Pricing data is imported into price lists referred to by a contract through a Price business policy. The prices are imported by massload or other means.

    Product data is imported into product sets referred to by a contract through a Product Set business policy. The products are imported by massload or other means.

    Record purchase record

    The system records that the items have been purchased and reflects this in the gift registry

    Mark registry as completed

    Once all items have been purchased, or once the completion program expires, the system indicates this registry as complete

    Query releases in 'shipped' state

    Find releases that are ready to be shipped for a fulfillment center and store.

    Create pick slip

    Create a pick ticket for the pick batch. An XML document is created that may be transformed into an end-user document or can be used to integrate with back-end systems.

    <Pickticket>
    <Pickbatch_Information
    Store_Name=store_name
    Fulfillment_Center=ffmcenter_name
    Pickbatch_Number=pickBatchId
    />
    <Pickbatch_Items
    SKU=partNum
    Product_Name=shortDescription
    Product_Description=longDescription
    Quantity=quantity
    />
    </Pickticket>

    Create pack slip

    Create a packing slip XML document, and save it as part of the release.
    <Packslip>
    <Order_Information
    Store_Name=store_name
    Fulfillment_Center=ffmcenter_name
    Order_Number=order_number
    Release_Number=release_number
    Pickbatch_Number=pickBatchId
    Order_Date=order_date
    Shipping_Provider=shipping_provider
    Customer_Number=customer_number
    Invoice_Method=invoice_Method
    />

    <Shipto
    AddressID=addressId
    First_Name=shipto_firstname
    Last_Name=shipto_lastname
    Middle_Name=shipto_middlename
    Address_1=shipto_address1
    Address_2=shipto_address2
    Address_3=shipto_address3
    City=shipto_city
    State=shipto_state
    Zip=shipto_zipcode
    Country=shipto_country
    />
    <Order_Items
    SKU=sku
    Product_Name=product_name
    Product_Description=product_desc
    Catalog_Name=catalog_name
    Quantity=ordered_quantity
    Unit_Price=unit_price
    Total_Price=total_price
    Currency=currency
    Customer_Comments=customer_comments
    >
    <Component
    SKU=component_SKU
    Product_Name=component_product_name
    Product_Description=component_product_desc
    Quantity=component_quantity
    />
    </Order_Items>
    </Packslip>

    Create invoice(s)

    Prepare an invoice for order release in the form of an XML string, store the string in the WebSphere Commerce database, and send the invoice to the buyer contact of the account in the form of an e-mail, if the account has an invoice terms and conditions that specify a delivery method using e-mail.

    Send invoice as e-mail

    Send the invoice as e-mail to the recipient specified in the business account

    Validate guest access

    If the gift registry is password-protected, the system verifies whether or not the password provided by the giver is correct. If the password is correct, the system allows the gift giver to view the registry list; otherwise, an error displays and the task cannot be completed.

    Record purchase record

    The system records that the items have been purchased and reflects this in the gift registry

    Prepare order

    Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges.

    Receive and create a quotation

    Receive and validate the response to a quotation request. Create a quotation order for the shopping cart and correlate the items in the response to the shopping cart. Record the supplier part number and the estimated supplier availability.

    Receive and create a quotation

    Receive and validate the response to a quotation request. Create a quotation order for the shopping cart and correlate the items in the response to the shopping cart. Record the supplier part number and the estimated supplier availability.

    Release items to fulfillment

    This task creates releases (as many as needed), where a release is defined as items shipping from the same fulfillment center, to the same address, using the same carrier, at the same time. Supply netting is performed as part of this process. The item and the quantity being released are maintained in a ship history, which is a record of order items that have been released to fulfillment.
    Items are considered eligible for release to fulfillment if the inventory status indicates that it is "allocated" and the fulfillment status is "internal."
    An entry is made in the ship history for all of the eligible items. If one of these items is to be released separately, it is put in its own release. All the remaining items are grouped by shipping address, fulfillment center, and shipping mode (carrier). Each group is put into a release.
    Each item in the release will have an entry in the pick history indicating which receipt it was picked from and the quantity picked. The quantity is used to perform supply netting, which updates the quantity of inventory available in the receipt by subtracting the quantity picked from the receipt for this item, and updating the quantity of the receipt that is in process (allocated but not released to fulfillment) by subtracting the quantity picked from the receipt for the item.

    Examine order items

    Check the order items. If the items are allocated, the release to fulfillment scheduler job will pick them up and release them to the fulfillment. If the itmes are not allocated, the process backorders scheduler job will try to allocate the inventory for the items and process them. If the items are for the future, the process future orders scheduler job will try to see if the request ship date is already within the ship offset for the store and if yes, it will process the items.

    Send message to backend system

    This is an extension point for integrating messaging to a back-end system. Typically, this is used to indicate that an order has been created.

    Notify Buyer Approver

    Notify the buyer approver for whom there is an order requiring their approval.

    Get eligible fulfillment centers

    For each input item, return a list of fulfillment centers (ordered in sequence of descending preference from first to last) that could ship that item if there was sufficient inventory.
    The default implementation behaves as follows:
    For each distinct store, shipping address, and shipping mode combination in those input order items in fulfillment centers:
  • Determine a list of applicable shipping arrangements, sorted in descending sequence by their precedence attribute. (A shipping arrangement is applicable if it is not restricted or, when it is restricted, if the shipping address matches one of the shipping arrangement's associated shipping-jurisdiction groups.) In that sequence, build a list of fulfillment centers by adding the fulfillment center indicated by each applicable shipping arrangement if it is not already in the list.
    A shipping arrangement is used to indicate that a fulfillment center can ship products on behalf of a store using a shipping mode. A shipping mode represents a shipping carrier (for example, UPS).
    The result is a list of eligible fulfillment centers for each distinct shipping address and shipping mode combination.

    • Allocate from existing inventory

    Allocate existing inventory for a particular order item at a particular fulfillment center.
    The behavior of the command is as follows:
  • If the order item is suitable for allocation (that is, its inventory status attribute specifies unallocated or backordered) and there is sufficient existing inventory at one of the specified fulfillment centers (searching in order from first to last in the input fulfillment centers) to completely allocate the quantity needed by the order item, allocate it and update the order item to reflect the allocation.
  • If the order item is still unallocated or backordered and there is sufficient existing inventory at one of the specified fulfillment centers (searching in order from first to last in the list of input fulfillment centers) to partially or fully allocate the quantity needed by the order item, allocate that amount rounded down as explained in the next sentence and update the order item to reflect the allocation. When the amount to allocate cannot be allocated fully, the amount actually allocated is rounded down to the nearest multiple of a floating-point number obtained by converting the CatEntShip.QuantityMultiple for the CatEntry of the order item to the unit of measure specified by BaseItem, dividing by BaseItem.QuantityMultiple, and then rounding down that multiple to the nearest integer. When there is no CatEntShip for the order item's CatEntry, CatEntShip.QuantityMultiple is assumed to be 1 and CatEntShip.QuantityMeasure is assumed to be C62. However, when the order item has no CatEntry, the amount to allocate is not rounded down at all (that is, it is rounded down to the nearest multiple of 1).
  • If none of the needed quantity can be allocated, the order item is not changed.

    • Get invalidly allocated line items

    Determine items that are unallocated or needing reallocation. Reallocation is required if the fulfillment center changed, the quantity changed or the ship-to address changed.

    Re-prepare order

    Recalculate shipping charges and taxes, and lock the order. A locked order means that it has been prepared and is used to indicate whether or not an order has changed.

    Time to execute

    This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute.

    Validate and recalculate

    It will do the following:
    1. It validates the address. It checks to see if the billing address is allowed in the contract.
    2. It may recalculate the price if the price is expired.
    3. It will allocate the inventory if the inventory is not allocated.
    4. If the purchase order number is used for the order, the spending limits will be checked and updated. The spending limits will also be updated if it is specified in the contract.

    Request payment authorization

    Request a payment authorization. It perform the tasks necessary to obtain payment authorization for an order being processed. Depending on the payment type and the business policy for the payment type, varying actions will be performed.
    Input to the process is an order requiring payment authorization. If successful, output is an order with the payment authorized.
    If payment authorization has already been requested (this will be the case for processing a backorder or and order for which remote fulfillment failed), then check the existing payment status and update the order appropriately.
    If the payment AVS address verification failed, the order will be blocked.

    Calculate refund amount

    Calculate the refund amount for the product based on business rules. In addition, calculate adjustments and taxes for the refund.

    Look up pmt methods in return TC

    Get the payment methods from the contract terms and conditions.

    Get payment methods for return

    Get the payment methods that are allowed for the return. The default behavior is to return the payment method(s) used in the original order.

    Update TA spending level

    This task performs the following:
  • If a trading agreement has both RightToBuy-by-amount TC (terms and conditions) and ObligationToBuy-by-amount TC, the currency specified for the two TCs must be the same.
    An order may include order items that are purchased under the same trading agreement or different trading agreements.
  • If all the order items specify the same trading agreement with a RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, the default implementation inserts a single row (with the total amount converted to the currency of the TC) into the TRDPURAMT table with the TRDPURAMT.ORDERITEMS_ID column set to null. If not all order items have the same trading agreement, the command inserts multiple rows into the TRDPURAMT table for each order item that has a trading agreement that includes a RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, with purchase amount of the order item converted to the currency of the TC.
  • For each unique trading agreement in the order with a RightToBuy-by-amount TC, the command also checks to see whether or not the total purchase amounts of the order items converted to the currency specified for the RightToBuy TC plus the sum of all purchase amounts for the trading agreement in the TRDPURAMT table exceeds the RightToBuy amount in the TC plus the sum of all refund amounts in the TRDREFAMT table for the same trading ID. If it does, the task command throws an ECApplicationException and the insert does not happen.

    The purchase amount of an order item is the sum of the ORDERITEMS.TOTALPRODUCT plus ORDERITEMS.TAXAMOUNT plus ORDERITEMS.SHIPCHARGE plus ORDERITEMS.SHIPTAXAMOUNT minus ORDERITEMS.TOTALADJUSTMENT.

    Because this task command may be called more than once, skip the insert if the row or rows already exist.

    • Credit external account

    This is an extension point for interfacing to an external accounting system.

    Refund using payment policy

    Execute the refund as defined by the contract.

    Credit external account

    This is an extension point for interfacing to an external accounting system.

    Refund payment

    Execute the refund to the returner

    Adjust inventory

    Adjusts existing inventory by marking down quantities in one or more rows in the RECEIPT table when the adjustment is negative. This is required because a receipt is not allowed to have a negative quantity. If the adjustment is positive, a quantity in a row in the RECEIPT table will be increased.

    Approve automatically

    This is an automatic approve based on business rules. Some examples of standard checks:
  • If return is with X days
  • If item is creditable
  • If the quantity is less than or equal to the quantity shipped
  • If the item return amount is within the amount paid.
    		•

    Time to execute

    This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute.

    Find stale order line items

    Find order line items that are stale. An order line item that is stale has the following characteristics:
  • It is in a shopping cart
  • It is allocated or backordered
  • The store supports expired allocations (ALLOCATIONGOODFOR) and the amount of time since order line item was allocated exceeds the amount of time the allocation should be considered valid.

    • Verify order item is still stale

    Verify the order line item is still stale. An order line item that is stale has the following characteristics:
  • It is in a shopping cart
  • It is allocated or backordered
  • The store supports expired allocations (ALLOCATIONGOODFOR) and the amount of time since order line item was allocated exceeds the amount of time the allocation should be considered valid.

    • Deallocate expected inventory

    Deallocate the backordered line item. This removes soft allocations made for this line item. This makes the expected inventory available to be allocated to other backorders.

    Deallocate existing inventory

    Deallocate the line item that was allocated from existing (instock) inventory. This makes is available for allocation to other orders.

    Time to execute

    This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute.

    Time to execute

    This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute.

    Request inventory updates

    Create a request for inventory for each catalog entry passed as a parameter to the command. The default implementation determines the user credentials based on the store and the customer number and business partner grouping from the organization. A XML document representing the request is created and sent to the distributor.

    If the store has the Referral Interface Terms and Conditions (TC) defined by the default contract, transmit the inventory level request by calling the Referral Interface batch availability request method. The following information is specified for each product in the request:
  • The member identifier and part number of the specified item.
  • The external UOM code mapped from the quantity unit of the base item of the specified item

    • Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Auto-assign roles

    Based on the store to which the customer is registering, the organization under which the customer is being created, and the type of registration (in this case user registration) the customer will be granted roles in the system based on the configuration specified in the MemberRegistrationAttributes.xml (see section on MemberRegistrationAttributes.xml in the online help for more details). In general, a B2C site will be configured either to grant the customer a RegisteredCustomer role at the site level, or for the store to which they are registering.

    Auto-assign roles

    Based on the store to which the customer is registering, the organization under which the customer is being created, and the type of registration (in this case user registration) the customer will be granted roles in the system based on the configuration specified in the MemberRegistrationAttributes.xml (see section on MemberRegistrationAttributes.xml in the online help for more details). In general, a B2C site will be configured either to grant the customer a RegisteredCustomer role at the site level, or for the store to which they are registering.

    Auto-assign roles

    Based on the store to which the customer is registering, the organization under which the customer is being created, and the type of registration (in this case user registration) the customer will be granted roles in the system based on the configuration specified in the MemberRegistrationAttributes.xml (see section on MemberRegistrationAttributes.xml in the online help for more details). In general, a B2C site will be configured either to grant the customer a RegisteredCustomer role at the site level, or for the store to which they are registering.

    Assign roles to user

    The Customer Service Representative may choose to assign additional roles to the user, beyond what is automatically assigned. See the WebSphere Commerce production online help for more information on role assignment.

    Auto-assign roles

    Based on the store to which the customer is registering, the organization under which the customer is being created, and the type of registration (in this case user registration) the customer will be granted roles in the system based on the configuration specified in the MemberRegistrationAttributes.xml (see section on MemberRegistrationAttributes.xml in the online help for more details). In general, a B2C site will be configured either to grant the customer a RegisteredCustomer role at the site level, or for the store to which they are registering.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Time to activate future auction

    It is time to activate the future auction.

    Create bid for autobid

    Create the bid from autobid. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Modify bid information

    Modify the information on the bid to maintain a winning status until the maximum bid limit is reached.

    Check for bid override

    Check if the bid is overridden. When a customer's bid is overridden, an auction notification message is produced to inform the customer that a higher bid has been placed.

    Check for bid override

    Check if the bid is overridden. When a customer's bid is overridden, an auction notification message is produced to inform the customer that a higher bid has been placed.

    Create bid for autobid

    Create the bid from autobid. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached.

    Modify bid information

    Modify the information on the bid to maintain a winning status until the maximum bid limit is reached.

    Check for bid override

    Check if the bid is overridden. When a customer's bid is overridden, an auction notification message is produced to inform the customer that a higher bid has been placed.

    Time to close auction automatically

    Close the bidding for an auction when it is time to close.

    Finalize auction

    Retrieve all Bidding Closed auctions and determine the winners of auctions.

    Create order from winning bid

    Process winning bids and create orders.

    Time to activate future auction

    It is time to activate the future auction.

    Assign winning bid(s)

    Winners are determined based upon the auction rules.

    Update current quantity

    Update the current available quantity on the Dutch auction.

    Time to activate future auction

    It is time to activate the future auction.

    Activate RFQ

    Change the RFQ to the "active" state when the closing rule is met (in multi-seller RFQ) or when the closing time is reached (in a single-seller RFQ or a special bid RFQ).

    Close RFQ automatically

    Close the RFQ when the closing rule is met or when the closing time is reached. Once the RFQ is closed, no more responses will be accepted. Before the buyer can accept or reject any response, the RFQ must be closed.

    Cancel all draft RFQ responses

    When the RFQ is closed, all responses in draft state will be cancelled and will not be included for evaluation.

    Create order from RFQ response

    Create an order from the RFQ winning response.

    Create contract from RFQ response

    Create a contract from the RFQ winning response.

    Create next round RFQ request

    Create a next round RFQ for further negotiation.

    Activate RFQ

    Change the RFQ to the "active" state when the closing rule is met (in multi-seller RFQ) or when the closing time is reached (in a single-seller RFQ or a special bid RFQ).

    Activate RFQ

    Change the RFQ to the "active" state when the closing rule is met (in multi-seller RFQ) or when the closing time is reached (in a single-seller RFQ or a special bid RFQ).

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Notify user of rejection

    The buyer approver sends out an email to tell the user they have been rejected, including comments if desired.

    Notify user of approval

    The buyer approver sends out an email to tell the user they have been approved, including comments if desired.

    Accept batch availability response

    Accept the inventory availability response, parse the input XML document, and determine the following data:
  • Fulfillment center identifier (fulfillment location)
  • A list of specified items. For each specified item, find out the following.
  • The member identifier and part number of the specified item
  • The external UOM code for quantity (optional)
  • Quantity available
  • Restock date (optional)

    • Adjust inventory

    Adjusts existing inventory by marking down quantities in one or more rows in the RECEIPT table when the adjustment is negative. This is required because a receipt is not allowed to have a negative quantity. If the adjustment is positive, a quantity in a row in the RECEIPT table will be increased.

    Look up existing inventory for item

    Convert the quantity available to baseitem quantity used in the receipt quantity received attribute. To convert from available quantity to baseitem quantity use the external UOM standard and the QTYUNITMAP table to determine the quoted quantity unit, then convert from that quantity unit to the baseitem quantity measure, and then divide by the baseitem quantity multiple. If UOM code is not specified, assume quantity unit. Store the restock date in the ItemFulfillmentCenter restock time attribute.

    Create a receipt

    Create an ad hoc reciept by calling CreateReceipt task command.

    Create order status

    Create the order status in the ORDSTAT table using the input information.
  • The first order status for an order must have orderId and merchantOrderNumber specified.
  • Check if the order specified in orderId exists in the ORDERS table.
  • If serialization information is available, such as the sequenceNumber and the lastUpdateTimestamp parameters, check if the values are more recent than the ones already in the ORDSTAT table; if not then no update will be performed.

    • Update status version

    Update versioned status by making a copy of the last order status. Its version (OSVERNBR) will be set to the maximum number of existing version +1.

    Create order status

    Create the order status in the ORDSTAT table using the input information.
  • The first order status for an order must have orderId and merchantOrderNumber specified.
  • Check if the order specified in orderId exists in the ORDERS table.
  • If serialization information is available, such as the sequenceNumber and the lastUpdateTimestamp parameters, check if the values are more recent than the ones already in the ORDSTAT table; if not then no update will be performed.

    • Update existing order status

    Update the existing order status in the ODSTAT table with the information provided as input.

    Update order item status

    Update the order item status in the ORDISTAT table for each item in the input provided.

    Associate item status with order

    Associate the item status in the ORDISTAT table with a WebSphere Commerce order.

    Remove status for items not updated

    Since a request for update was requested, remove the status for all items that are in the ORDISTAT table for the order and not in the input information provided.

    Update order release

    Update the order release in the ORDRELEASE table with the external order number from the input information provided.

    Transfer order

    Transfer the order to the distributor's store.

    Re-prepare order

    Recalculate shipping charges and taxes, and lock the order. A locked order means that it has been prepared and is used to indicate whether or not an order has changed.

    Validate and recalculate

    It will do the following:
    1. It validates the address. It checks to see if the billing address is allowed in the contract.
    2. It may recalculate the price if the price is expired.
    3. It will allocate the inventory if the inventory is not allocated.
    4. If the purchase order number is used for the order, the spending limits will be checked and updated. The spending limits will also be updated if it is specified in the contract.

    Time to execute

    This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute.

    Request payment authorization

    Request a payment authorization. It perform the tasks necessary to obtain payment authorization for an order being processed. Depending on the payment type and the business policy for the payment type, varying actions will be performed.
    Input to the process is an order requiring payment authorization. If successful, output is an order with the payment authorized.
    If payment authorization has already been requested (this will be the case for processing a backorder or and order for which remote fulfillment failed), then check the existing payment status and update the order appropriately.
    If the payment AVS address verification failed, the order will be blocked.

    Find approver group

    Start with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user.

    Determine entitlement

    System determines all the entitled contracts for the current user under the current active organization.

    Complete workspace

    Objective
    Complete the single use workspace and release all resources for the workspace data source.


    Description
    When all task groups for a single use workspace are completed, the system will complete the workspace and release and remove all resources allocated.


    Features
    See processes.


    Customization
    See processes.


    Edition
    Enterprise, Professional

    Publish content

    Objective
    Publish content from authoring server to the live production server database.


    Description
    Content is moved from authoring server to production server database via publish operations. For task groups within a workspace designated for quick publish, the system will first commit the data within the task group to the production-ready data and then push the same data to the production server. Only data changed within the scope of that task group will be published to production by the system. For other task groups, the data will be committed to the production-ready data and publish then be initiated by an administrative user using the staging server utilities. The staging server utilities will push all or a subset of the content to production, but is not associated to any workspace task group.

    Features
    See processes.


    Customization
    See processes.


    Edition
    Enterprise, Professional

    Notify contributors

    Objective
    Notify Workspace Content Contributors of active tasks that require their contribution.


    Description
    Workspace task groups can be configured such that upon moving to active state, a notification can be delivered to all Workspace Content Contributors which are assigned to tasks within.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional

    Notify approvers

    Objective
    Notify Workspace Task Group Approvers when a task group is ready to approve.


    Description
    Workspace task groups can be configured such that when all content for tasks within a task group are completed, a notification can be delivered to all users designated as approvers for the specific task group.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional

    Validate and recalculate

    It will do the following:
    1. It validates the address. It checks to see if the billing address is allowed in the contract.
    2. It may recalculate the price if the price is expired.
    3. It will allocate the inventory if the inventory is not allocated.
    4. If the purchase order number is used for the order, the spending limits will be checked and updated. The spending limits will also be updated if it is specified in the contract.

    Request payment authorization

    Request a payment authorization. It perform the tasks necessary to obtain payment authorization for an order being processed. Depending on the payment type and the business policy for the payment type, varying actions will be performed.
    Input to the process is an order requiring payment authorization. If successful, output is an order with the payment authorized.
    If payment authorization has already been requested (this will be the case for processing a backorder or and order for which remote fulfillment failed), then check the existing payment status and update the order appropriately.
    If the payment AVS address verification failed, the order will be blocked.

    Transfer to order processing system

    Transfer the order to the order processing system. It will raise an ORDER_SUBMIT event. The event listener will pick up the order and send it to the order processing system. The order processing system can be either out of box WC order processing system or be an external order processing system.

    Validate and recalculate

    It will do the following:
    1. It validates the address. It checks to see if the billing address is allowed in the contract.
    2. It may recalculate the price if the price is expired.
    3. It will allocate the inventory if the inventory is not allocated.
    4. If the purchase order number is used for the order, the spending limits will be checked and updated. The spending limits will also be updated if it is specified in the contract.

    Request payment authorization

    Request a payment authorization. It perform the tasks necessary to obtain payment authorization for an order being processed. Depending on the payment type and the business policy for the payment type, varying actions will be performed.
    Input to the process is an order requiring payment authorization. If successful, output is an order with the payment authorized.
    If payment authorization has already been requested (this will be the case for processing a backorder or and order for which remote fulfillment failed), then check the existing payment status and update the order appropriately.
    If the payment AVS address verification failed, the order will be blocked.

    Transfer to order processing system

    Transfer the order to the order processing system. It will raise an ORDER_SUBMIT event. The event listener will pick up the order and send it to the order processing system. The order processing system can be either out of box WC order processing system or be an external order processing system.

    Create return request

    Create a return request using the original order as input.

    Create return request

    Create a return request using the original order as input.

    Notify contributors

    Objective
    Notify Workspace Content Contributors of active tasks that require their contribution.


    Description
    Workspace task groups can be configured such that upon moving to active state, a notification can be delivered to all Workspace Content Contributors which are assigned to tasks within.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional

    Publish content

    Objective
    Publish content from authoring server to the live production server database.


    Description
    Content is moved from authoring server to production server database via publish operations. For task groups within a workspace designated for quick publish, the system will first commit the data within the task group to the production-ready data and then push the same data to the production server. Only data changed within the scope of that task group will be published to production by the system. For other task groups, the data will be committed to the production-ready data and publish then be initiated by an administrative user using the staging server utilities. The staging server utilities will push all or a subset of the content to production, but is not associated to any workspace task group.

    Features
    See processes.


    Customization
    See processes.


    Edition
    Enterprise, Professional

    Notify approvers

    Objective
    Notify Workspace Task Group Approvers when a task group is ready to approve.


    Description
    Workspace task groups can be configured such that when all content for tasks within a task group are completed, a notification can be delivered to all users designated as approvers for the specific task group.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional

    Notify contributors

    Objective
    Notify Workspace Content Contributors of active tasks that require their contribution.


    Description
    Workspace task groups can be configured such that upon moving to active state, a notification can be delivered to all Workspace Content Contributors which are assigned to tasks within.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional

    Publish content

    Objective
    Publish content from authoring server to the live production server database.


    Description
    Content is moved from authoring server to production server database via publish operations. For task groups within a workspace designated for quick publish, the system will first commit the data within the task group to the production-ready data and then push the same data to the production server. Only data changed within the scope of that task group will be published to production by the system. For other task groups, the data will be committed to the production-ready data and publish then be initiated by an administrative user using the staging server utilities. The staging server utilities will push all or a subset of the content to production, but is not associated to any workspace task group.

    Features
    See processes.


    Customization
    See processes.


    Edition
    Enterprise, Professional

    Notify approvers

    Objective
    Notify Workspace Task Group Approvers when a task group is ready to approve.


    Description
    Workspace task groups can be configured such that when all content for tasks within a task group are completed, a notification can be delivered to all users designated as approvers for the specific task group.


    Features
    Email notification can be enabled or disabled.


    Customization
    Email template and command may be overridden to deliver customized messages.


    Edition
    Enterprise, Professional