## Placing Orders

This chapter discusses how to:

- Order through the product catalog.

- Order through templates.

### Ordering Through the Product Catalog

This section provides an overview of the product catalog, lists a prerequisite and discusses how to:

- Set processing options for Keyword Search (P41829W).

- Set up Item Hierarchy (Web) (P4101H).

#### Understanding the Product Catalog

When customers access the enterprise's Web site, they can view products by group and hierarchy. Instead of having customers scroll through a list of inventory, you can assign items to groups and hierarchies in the Item Hierarchy (Web) program (P4101H) . Assigning items to groups and hierarchies enables you to create departments, which customers use during order entry, when browsing for items.

The enterprise can also provide customers with customers' own item numbers and descriptions, as defined in the customer item cross-reference, which simplifies selecting an item from the catalog and adding the item to the shopping cart.

When the customers review the inventory for products, you must give them an opportunity to locate items based on descriptive text. Customers can use Keyword Search to locate items based on the descriptions that you defined in the Item Master Revisions form. To add the item to the order, select it, and click Add to Shopping Cart.

#### Prerequisite

Before you can use the product catalog, you must define the processing options for the Item Hierarchy (Web) program and the Keyword Search program.

#### Forms Used to Order Through the Product Catalog

Form Name | FormID | Navigation | Usage
Search by Keyword | W41829WA | From the Tasks portlet, select Keyword Search. | Locate an item by keyword and add it to the shopping cart.
Product Catalog | W4101HA | From the Tasks portlet, select Order Through Product Catalog. | Select the appropriate category for the item that you want to order.
Product Listing | W4101HC | On the Product Catalog form, click the appropriate category that contains the item. | Select the item that you want to order.
Product Information | W40ITM3A | On the Product Listing form, click the item. | Specify the quantity that you want to order and the approximate date that you need to receive the item. Review the ship to information (which you can override), select the option for viewing shopping cart prior to placing the order, and then click Add to Shopping Cart.
Add Sales Order | W4210A | On the Product Information form, click Add to Shopping Cart. | Review and modify the order information as necessary and click Checkout.
Order Acceptance | W42232A | On the Add Sales Order form, click Checkout. | Click Place Order.

#### Setting Processing Options for Keyword Search (P41829W)

Processing options enable you to specify the default processing for programs and reports.

Process

1. Customer Self-Service Mode | Specifies whether you are creating an order in standard order entry mode or Shopping Cart (Self Service) mode. If you select Shopping Cart mode, you can select items from multiple applications before using Sales Order Entry (P4210) to create an order. You might use this feature if you are entering orders in a web environment. Values are: Leave blank for standard mode or enter 1 for shopping cart mode.
2. Sales Order Entry Version | Specify a version of Sales Order Entry. The system uses this version only in the Customer Self-Service Mode.
3. Item Restriction Mode | Enter 1 to activate item restriction processing (only in Customer Self-Service Mode). Leave blank for no item restriction logic.
4. Show Item Availability | Enter 1 to show the product availability.

#### Setting Up Item Hierarchy (Web) (P4101H)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Structure Type | Specify a user defined code (01/TS) that identifies a type of organizational structure that has its own hierarchy in the Address Book system (for example, email). When you create a parent/child relationship for accounts receivable, the structure type must be blank.
SO Entry Version (P4210) | Specify a version of sales order entry (P4210).

Process

1. Item Restrictions (1/0) | Enter 0 or leave blank and the system does not check for item restrictions or enter 1 and the system checks for item restrictions.
2. Check Availability (1/0) | Enter 0 or leave blank and the system does not check item availability or enter 1 and the system checks for item availability.
3. Item File | Leave this processing option blank to specify that the system retrieves category codes from the item master, or enter 1 and the system retrieves category codes from the item/branch.

### Ordering Through Templates

This section provides an overview templates and discusses how to set processing options for Order Templates (P4015W).

#### Understanding Templates

You can use templates to expedite order processing by displaying the customer's most frequently ordered items.

Customers can access their preferred selections with templates through Order Templates. Order Templates is a method to group items for the customers and speed the order entry process. Customers can create their own product groups that contain lists of their most commonly ordered items. Additionally, the customers can create a template from order history. The system retrieves the order information from the F42119 table.

At order entry time, customers can select the Order Templates group they wish to use. From the list of items that appear, they enter a quantity to order or they accept commonly ordered amounts.

#### Forms Used to Order Through Templates

Form Name | FormID | Navigation | Usage
Manage Order Templates | W4015WA | From the Tasks portlet, select Order Through Templates. | Select the template from which you want to create a sales order.
Select Items | W40215A | On the Manage Order Templates form, select the template and click Select. | Select the line that contains the item that you want to order and specify the quantity, unit of measure, and request date.
Add Sales Order | W4210A | On the Select Items form, click the Select option for the appropriate line and then click Add to Shopping Cart. | On the Detail Revisions tab, review the Ship To and Sold To information (which you can override) and the quantities of the items that you have requested.
Order Acceptance | W42232A | On the Add Sales Order form, click Checkout. | Click Place Order.

#### Setting Processing Options for Order Templates (P4015W)

Processing options enable you to specify the default processing for programs and reports.

Versions

Order Template Revisions (P4015) | Specify a version of order template revisions (P4015).
Order Templates (P40215) | Specify a version of order templates (P40215).
Sales Order Entry (P4210) | Specify a version of sales order entry (P4210).

Process

Order Template Processing | Specify which address number is used to create and display templates. Templates can be based on the Sold To Address or the Ship To Address values established in Customer Billing Instructions (P03013). Values are: Blank or 1: Use the sold to address. 2: Use the ship to address.