Troubleshooting

1. How do I invoke SKU Substitution once it is setup?
   

1. There is no process/job specifically that does this. It is strictly whenever inventory is allocated to an item that this happens.
   
1. if you have an order already created you can edit the line item, save without making any changes, and the inventory will be substituted if conditions are met.
   
2. if your shipping export job handles inventory the inventory will be substituted if conditions are met.
3. if the order was in an unfavorable status and inventory was deallocated, and then at a later date the order reaches a favorable status, inventory will be substituted if conditions are met.
   
   

How To

This tab contains a drag-and-drop moveable list of records for all SKU's that are setup to assign to orders in place of the current inventory if the qualifications are met. 

At the bottom of the lister page you will see:

Evaluate all substitutions:

1. Checked - system will perform substitutions for all records that meet a qualifying condition
   
2. Unchecked - top down, system will substitute the first record it comes to that meets a qualifying condition and then stop
   

Add button 

Clicking on the add button will display the Inventory SKU Substitution popup where you can configure each record:

1. None/Always -
1. the Replacement SKU selected will always replace the inventory item on orders placed between the Effective Dates (see Effective Dates for more information)
   
2. Original Sku Depletion
   
1. the Replacement SKU selected will only replace the inventory item on orders placed between the Effective Dates (see Effective Dates for more information) once the current inventory item has reached a Quantity of 0 (zero)
3. Other 
   
1. the Replacement SKU selected will only replace the inventory item on orders placed between the Effective Dates (see Effective Dates for more information) when the conditions configured have been met
   
2. Once select the radio button for Other you will notice a Configure link will display
1. 
   
3. click on this link to access the Criteria Condition Editor popup
1. 
2. Condition Group
1. this allows multiple conditions (see below) to be set that must ALL be met
1. Minimum Customer Age
   
1. numeric value
2. Order Total Exceeds
   
1. numeric value
3. Order Total Under
   
1. numeric value
4. Payment Method Selection
   
1. dropdown list of available payment methods: Check, Visa, Mastercard, Discover, TeleCheck, Money Order, COD, Invoice, American Express, ***NONE***
5. Ship Profile Selection
   
1. dropdown list of available Shipment Profiles
   
1. Selected
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
1. Item Type Selection
   
1. dropdown list of available item types from the script: Regular Order (ORD), Cross Sell (XSL), Add On (ADD), Auto Ship (CTY), Rush Shipping (RSH), Upsell (USL)
   
1. Selected
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
2. Billing Address Match
   
1. alpha, numerical, and wild card (*) values
   
1. Address
   
2. City
   
3. State
   
4. Country
   
5. Zip
2. Match Y/N
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
3. Shipping Address Match
   
1. alpha, numerical, and wild card (*) values
   
1. Address
   
2. City
   
3. State
   
4. Country
   
5. Zip
2. Match Y/N
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
4. Gender
   
1. Is Male
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
5. Notes
   
1. Match Y/N
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
   
2. Text
   
1. alpha, numerical, and wild card (*) values
6. Credit Card Number
   
1. Match Y/N
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
   
2. Pattern
   
1. You can use as much or as little of the text along with the wild card * to allow for anything to come before/between/after a specific sequence you're looking for, depending on how strict you would like the rule to be set.
7. Email Address
   
1. Match Y/N
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
   
2. Pattern
   
1. You can use as much or as little of the text along with the wild card * to allow for anything to come before/between/after a specific sequence you're looking for, depending on how strict you would like the rule to be set.
   
1. *?@*.com
   
1. anything?@domain.com
2. *?*@*.com
   
1. anything?anything@domain.com
   
3. *@?*.com
   
1. anything@?domain.com
   

1. Phone Number
   
1. Match Y/N
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
   
2. Pattern
   
1. You can use as much or as little of the text along with the wild card * to allow for anything to come before/between/after a specific sequence you're looking for, depending on how strict you would like the rule to be set.
2. Unconditional
   
1. this will substitute for the set SKU regardless of any other factors
3. Credit Card BIN Range
   
1. Between
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
   
2. Range start 6 digits
   
1. numerical value
   
3. Range end 6 digits
   
1. numerical value
4. Credit Card BIN File
   
1. BIN List
   
1. dropdown list of files that have been uploaded to the system
2. Allow Ranges Y/N
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
5. Product Ordered Before
   
1. Product Offer
   
1. dropdown will display all product offers created in system - without filter
2. Selected
   
1. Checked - If Product Offer [values] is purchased before, trigger action
2. Unchecked - If Product Offer [values] has not been purchased before, trigger action
6. Bill/Ship Address Match
   
1. Match Required
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
2. Use Address
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
3. Use City
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
4. Use State
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
5. Use Zip
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
6. Use Country
   
1. Checked - condition should be chosen on the order
   
2. Unchecked - condition should not be chosen on the order
7. DNIS Match
   
1. Match Y/N
1. Checked - must match to trigger action
2. Unchecked - must NOT match to trigger action
2. DNIS
   
1. DNIS must already be created in the system under Source
1. Effective Dates
   
1. Inventory Commit Date
   
1. inventory added to the system for Original SKU between dates
   
2. Order Date
   
1. orders placed between dates
   
2. Original SKU
   
1. SKU for record you are currently editing will display
   
2. The original sku will be in a "read only" view and cannot be modified
3. Replacement SKU
   
1. drop-down list of all of the inventory items that are currently set up
1. the search bar requires 4 characters - if your SKU is less than 4 characters utilize the % to fulfill remaining requirements