Process: Capture order

 

Flow

Legend

 

Objective

Capture order information, including a set of order line items, with quantities, shipping addresses, and payment information that will be processed by the system in order to deliver the ordered items to the shopper.

 

Description

Customer shoppers or buyers create shopping carts containing items to be purchased. The buyer submits the shopping cart for order processing. The process embodies shopping-cart maintenance, price quotes, tax and shipping charge calculation, and order checkout. After the customer submits the shopping cart, the system will do many checks and validations. For B2B model, depending on contract terms and conditions, order approval may be required by the authorized individual from the buyer organizationl.

For Consumer Direct model, approval is not required for an order.

After the order is approved, the system will request payment authorization. The order is transferred to an order processing system, which can be in WebSphere Commerce, or instead an external order processing system may be used.

For non-ATP inventory, the system will check the inventory when an order item is added or updated in the shopping cart. In the prepare order task, the system will also check the availability of the inventory. The inventory is allocated when the order is submitted for processing.

For ATP inventory, when to allocate the inventory is depending on the store flow. You can allocate the inventory when the item is added or updated in the shopping cart, or in the order prepare. Out of box the WC store models are allocating inventory when preparing the order. If the shopping cart is staled, the inventory will be put back.

 

Features

Order entry:

• Add/update items, quantities, address information and payment information
• Set current order
• Copy between orders
• Schedule future/recurring orders
• Apply coupons

Order preparation:

• Check/allocate inventory
• Assign fulfillment centers
• Look up prices
• Calculate discounts, shipping charges, and taxes

Payment:

• Add multiple payment instruction
• Modify payment instruction

 

Customization

• Order may arrive from an external Buyer system via a message
• Order capture workflow may vary
• Many different availability-to-promise presentation and capture options
• Several options for selecting a contract for each order item
• Several options for selecting shipping methods and payment methods
• Several save-shopping-cart scenarios
• Send the order to external order processing system.
• Buyer-side approval flow can be customized.

 

Edition

Professional, Enterprise

 

Subprocesses

• Submit order for processing
• Submit order for processing

 

Tasks

Task	Description	Role
Add payment instructions	Multiple payment instructions can be added.	Customer
Create quote response (external)	Create a response to a request for price and availability information.	Distributor
Create shopping cart	Create a shopping cart for a customer.	Customer
Modify shopping cart	Modify the shopping cart by adding items to it or removing items from it.	Customer
Prepare a shopping cart	A shopping cart is prepared, meaning that items are added to it in preparation for requesting quotations from distributors.	Buyer (buy-side)
Prepare order	Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges.	System
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.	System
Request a final quote	Request a final quotation for the final item selections and their quantities.	Buyer (buy-side)
Request a quote from distributors	Request a quotation for a shopping cart.	Buyer (buy-side)
Review quotation(s) received	Review the quotation returned from the distributor.	Buyer (buy-side)
Select a distributor	Select a distributor. The selection is implicitly made, when selecting a quotation.	Buyer (buy-side)
Select items and quantities	Select items and their quantities in the quotation for a final quote.	Buyer (buy-side)
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.	Buyer (buy-side)
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.	Customer

 

Business artifacts

• Price and availability request XML
• Price and availability response XML
• Ready to process order
• Shopping cart

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