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What Are Scripts

Scripts are the rules setup for order entry, whether the order is entered into the system via order import or manually entered. Each script is tied to one or more DNIS that in turns ties the order to a Client, Campaign and Source.

Scripts have multiple parts, each with their own settings that have to be configured. Each tab within the Script Profile needs to be setup for optimal use.

1. Details
   
2. Subscripts
   
3. Surveys
   
4. Region/Taxes
   
5. Prod Offers
   
6. Element
   
7. Dispositions
   
8. Payment
   
9. Shipping
   
10. Custom
    
11. Demographics
    
12. Rules
    
13. Forms
    

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What Are Product Offers

Product Offers are the offers you want available for selection when this particular script is being used for Order Entry.

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Connect The Dots

Where will I see this within OLX?

The settings provided here will set the limits during order creation and can be seen on the Sales Order Entry screen under the Choose Product Offers to add to order section.

The product offers selected from the Sales Order Entry screen will be displayed on the Order Detail Screen.

What Reports Can Be Pulled?

1. Customer Service Activity Report
   
2. Item Status Report
   
3. Product Offer List Report
   
4. Demographics Report
   
5. Performance Report
   
6. Client Performance Report
   
7. Adjusted Performance Report
   
8. Data Warehouse Export
   
9. Flattened Data Warehouse Export
   
10. Data Entry Batch Detail Report
    
11. Gross Sales Report
    
12. Net Sales Report
    
13. Continuity Retention Report
    
14. Continuity Status Report

What Imports/Exports Relate to Scripts

Order Imports will supply a DNIS and tie the order to a script. During the import you may receive exceptions that do not allow the order to import if the settings are not within the parameter set on the script. 

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Setting Up

This step allows you to add all available product offers to the Script. Select a product offer from the drop-down list and click the  Add button.  Continue this process until all product offers for this Script have been added. 

 Once a product offer has been added to the script, you will no longer see it available in the drop down menu.

• If you want the product offers under each item type to be expanded when entering the new order page, check the box for that option. 
  
• You can add a new product offer from the script popup by clicking the   Add New Product Offer link. This will open up the Product Offer Wizard.
  

1. A list of product offers is updated as offers are added to the Script. 
   
2. You can remove the Product Offer by clicking the delete icon in the list.
   
3. To edit a product offer, click the pencil icon next to the product offer you want to edit.
   
1. There are several options that you can edit for each offer in the list.
   
   • The maximum discount your sales agents are allow to adjust the standard price of the product offer. 
     
   • Price cannot be increased beyond the original price of the product offer.
   • Whether or not this product offer will participate in real-time authorization.
     
   • You can elect to Take Back the sales commission on credited items.
     
   • You can select when the commission is to be paid.
     
   • You can edit the reporting type for the product offer.
     
4. To save the product offer specifics, click the save icon.
   
5. To cancel editing a product offer click the cancel icon. 
   

• * To save the current script  click the  Save button .
  
  * To cancel any of the current changes you have made  click the  Cancel button .
  
        This will close the Script Properties window without saving any changes.
  
  * To apply the current changes you have made  click the Apply button .
  
  * To print the current Script Properties window click the Print button .
  
  * To delete the current script click the Delete button .
  
        This will prompt you to make sure you want to delete this item.
  
  
  Clicking OK will delete the script and close the Script Properties window.

Next, click on the  Elements tab to enter information about the script elements.

Manage Scripts
Copyright 2019
Revised 5.3.2019