Things to remember:
- Susan's answer: I think the answer is we want to preserve all of this - 1% discount only when customer enters own order (including MODs); ability for C/E to override if customer had issues on web. Where the override will live - in the web interface or Avante - is TBD. I think it is preferable for there to be a means within web interface to do this, but I defer to you, Jim and John if programming complexity is an issue. it was decided that the web discount% override would be put on the summary page of checkout for c/e only. The logic says if not c/e, apply 1% discount to all orders. If ce, only apply 1% if they override the flag.
- c/e - needs current 'customer comment' popups to display at start of order or quote (these are setup by bill or shipto customer, contact, or sales org. These are currently free-form comments, not standard comments. These were removed. The only remaining comments are being handled as customer preferences.
- Uploading print plates:
- Only 1 'new plate' item in the cart (can't mix with other items)
- Allow c/e and customer to go through checkout to enter info (save it), but don't allow 'place order' until the plate is approved
- If c/e, they will route the request to marketing-plates for plate approval then will complete the convert order once approved
- If customer, an email will continue to be sent into the c/e queue containing checkout info. C/E will get plate approval then finish quote conversion.
- Price overrides should be allowed for any user who is in the PRICE.SEC.LAD SYSCON on Avante (same as today). Same with 000 comments.
- Carts whose 'last action date' > 14 days will be automatically deleted. The '14' should be stored in a syscon for easy change.
- Items in a cart must all contain a matching zip code AND CPU Flag. They s/b able to change the CPU flag in the cart if: (1) only stock items in the cart or (2) if there are MOD items, that we reprice them as Freight Not Included.
- Dawn requested that two people not be able to be in the same cart at the same time (ie, don't let c/e add to a cart that customer is in). Also suggested that c/e have it's own cart(s) separate from the customers. Possibly have carts be by operator code.
- Price Discrepancies:
- c/e will be able to flag line items in the cart as having a price discrepancy (mod and stock)
- The order(s) that contain any line item with a price discrepancy flag will go on request hold (not the entire master order)
- Business Hours (to determine 2 hours/24 hours) is based on 8:00-5:00 on shipping days (no holidays/weekends).
- A 'release' process will periodically to release the request hold so that orders can be processed.
- A 'cancellation' process will be run in 24 hours to cancel the order(s).
My question: Web Discount – should we only apply a web discount to sales orders that are entered by the customer on the web? Now that c/e will be working on the web, we would want to ensure that web discounts aren't given for the sales orders that they create.
Same with converting quotes to sales orders. Web discount only given if 'order quote now' is initiated by the customer?
Today, c/e has the ability to enter the 1% web discount manually on a sales order (for stock or custom) if the customer had issues when trying to do it themselves on the web. How will we handle this going forward?