Overview of "Call Center" Tables, Processes and Reports

Overview of "Call Center" Tables, Processes and Reports

Tables contain your company’s data. Processes are the actions you can take on data. Reports allow you to download content based on data, generating PDF or Excel files.


Here is a description of each "Call Center" table, process, and report.


Tables:

  • OMS Order
    This table includes all orders in Infoplus. From this table, you can create new orders, view and edit existing orders, and run order-related processes and reports. 

  • OMS Customer
    This table includes all customers in Infoplus. From this table, you can create new customers, view and edit existing customers, and merge customers. 

  • Gift Card
    This table includes all gift card orders in Infoplus. A status of “Fulfilled” means the customer can use the gift card. The status of “ordered” means the gift card has been ordered but is not yet fulfilled. 

  • Gift Card Email Content
    This table includes the email content to go out to recipients when they receive a gift card order. You can have one email for each Line of Business. From this table, you can create new content, and edit and delete existing content. You can also generate a gift card preview email from this table. 

  • Invoice
    This table includes all invoices in Infoplus. When an order is placed with an external Purchase Order, an invoice is created. You can view and pay invoices from this table, as well as download customer invoices and export a list of “open” invoices. 

  • S&H Charge
    This table includes all shipping and handling charges that have been created (i.e., Priority Saturday). You can edit records, but not create new records.

  • Key Code
    This table includes all key codes in Infoplus. A key code is a series of alphanumeric characters that represent specific information, such as a special promotion. From this table, you can create, edit and delete key codes. 

  • Special Date
    This table lists the dates that your business is closed.

  • Suggested Item
    This table lists items that you want to offer for free (i.e., Free Cooking Guide). From this record, you can create, edit and delete suggested items.

  • Transit Time Addon
    This table lists transit time add-ons, which indicates an additional number of days for delivery by carrier and zip code. For example, if it will take longer to get from one city to another due to construction or other obstacles, you can add on days for that carrier and zip code.  From this table, you can create, edit and delete records.

Processes:

  • Checkout Order
    This process allows you to select an order that has not yet been processed for checkout. 

  • Cancel Orders
    This process allows you to cancel one or more orders. If the order status is “WMS Accepted” or “Entry Paused”, the order can be canceled. 

  • Resend Order Email Receipts
    This process allows you to select one or more orders to receive an order email receipt. 

  • Create Customer Order Receipts
    This process allows you to specify a start and end date for orders and generate a PDF file containing each order’s receipt. 

  • Fulfill Gift Cards
    This process allows you to fulfill gift cards that have been ordered. Fulfilling a gift card allows the customer to begin using the gift card. You will need the account number of the card the customer will use. You can only fulfill gift cards with the status of “Ordered”. 

  • Resend Gift Card Emails
    This process allows you to resend gift card emails to multiple gift card orders. You can only resent gift card emails for gift cards with a Card Type of “electronic.” 

  • Send Gift Card Preview Email
    This process allows you to receive a preview email showing the gift card content as a customer would see it. 

  • Pay Invoices
    This process allows you to pay multiple invoices at once. Running this process changes the status of the invoice to “paid.” 

  • Merge Customers
    This process allows you to merge two or more customer records into one priority customer. This combines all previous ship to addresses and orders into the priority customer. The priority record becomes the permanent “bill to” record for the customer. 

Reports:

  • Customer Order Receipts
    This report provides a downloadable PDF file of order receipts for the orders that you select. 

  • Customer Order Invoices
    This report provides a downloadable PDF file of invoices for the orders that you select. 

  • Open Customer Invoices Export
    This report provides a downloadable Excel spreadsheet listing all open invoices. 

  • Customer Gift Card Letter
    This report provides a downloadable PDF file of gift card letters for the gift card orders you select.