•Updating Order Marketing Data in a Batch
You can use the Orders|Order Marketing page to update order marketing data fields for multiple orders at one time. Once you update the marketing fields, you can view the updated information for each order on the Customer Services - Order|Summary page.
|
Information For example, you could create a Business Intelligence extract to search for all orders that have values over $500.00 in the past year and then use the batch update to flag the orders for special marketing campaigns. |
Before You Begin
Before you begin this procedure:
•If you want to change the label for the marketing data fields, go to the Registry - Registry::EN::Collection Objects::TSorderCO::Update.
•If you want to be able to view the marketing fields on the Customer Services - Order|Summary page, make the fields readable in the Registry.
Updating Order Marketing Data in a Batch
To update order marketing data in a batch:
1.Open Utilities from the Desktop.
2.Select the Orders tab.
The Orders|Query Select page appears.
3.Select the General Order Marketing query.
The Orders|Order Marketing page appears.
4.Search for and select the orders that you want to update.
Your search results appear in the select orders section. If multiple pages of search results are displayed, you can use the '<' and '>' buttons to open the additional pages.
5.To update marketing data for specific orders, select the check box next to each order that you want to update.
Click 'Select All' to select all of the orders on the current page. This will not select orders on other pages. If you want to update all of the orders in the search results, you can choose to do so at the end of this procedure.
6.Select the check box next to each data field that you want to change.
7.Enter the appropriate values in the selected marketing data.
▪If an order already has a value for this field it will be replaced with the new value.
▪If you want to clear a value, select the check box and leave the field blank.
▪If you enter a value for a field but do not select the check box, it will not be updated.
8.Select an option from the 'Process Range' dropdown:
▪All: The marketing data fields will be updated on all of the orders returned by the search.
▪Selected: The marketing data fields will be updated on the selected orders only.
9.Click 'Execute'.
