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Summary
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Custom
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These attributes are configurable in the Order Management System (OMS).
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Order & Order Line Item Custom Attributes can be defined at client level.
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These can be created or updated by various systems such as the ERP or Marketplace.
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They can be used to fulfill feature requests relating to adding some attributes in inward/outward order every now and then.
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Below are the limits on the number of Inward/ Outward Order/ Order Line Item Attributes:
Property | Inward/ Outward Order Attributes | Inward/ Outward Order Line Item Attributes |
|---|---|---|
Maximum number of Custom Attributes allowed | 10 | 10 |
Displayable Attributes | 5 | 3 |
Highlightable Attributes | 2 | 2 |
Searchable Attributes | 5 (first 5 attributes) | 0 |
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The existing inward/ outward order attribute keys can be updated. There is no restriction on order here.
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attributes for Order and Order Line Items can be created, viewed, and updated for both Inward Orders and Outward Orders.
Outward Order & Order Line Item Attributes
Outward Order & Order Line Item Attributes Configuration
In OMS, a new screen is added under Outward Orders section to configure Order and order item-level attributes. Go to Order Attributes Configuration.
As attributes can be defined at client level, choose the client.
The order/ Order Line Item attributes which are configured will be displayed. Order Attribute Currency is a standard order attribute which is present in system by default.
To define a new custom order attribute, click on Add button. Enter the Attribute name and click Submit button.
The added attribute will be displayed as shown.
The order attributes can be made Searchable, Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
A Custom Order Attribute can be deleted by clicking Delete icon. Please note, an attribute can be deleted only when unselect Searchable, Displayable and Highlightable icons for that attribute(if any of those were enabled previously).
Similarly, a Custom Order Line Item Attribute can be added by clicking Add button under Order Line Attributes.
The Order Line Item attributes can be made Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
The name can be edited for any custom order/ order line item attributes. Click Edit button.
Name can be edited now.
Inward Order & Order Line Item Attributes Configuration
In OMS, a new screen is added under Inward Orders section to configure Order and order line item-level attributes. Go to Order Attributes Configuration.
As attributes can be defined at client level, choose the client.
The order/ Order Line Item attributes which are configured will be displayed. Order Attribute Currency is a standard order attribute which is present in system by default.
To define a new custom order attribute, click on Add button. Enter the Attribute name and click Submit button.
The added attribute will be displayed as shown.
The order attributes can be made Searchable, Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
A Custom Order Attribute can be deleted by clicking Delete icon. Please note, an attribute can be deleted only when unselect Searchable, Displayable and Highlightable icons for that attribute(if any of those were enabled previously).
Similarly, a Custom Order Line Item Attribute can be added by clicking Add button under Order Line Attributes.
The Order Line Item attributes can be made Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
The name can be edited for any custom order/ order line item attributes. Click Edit button.
Name can be edited now.
Order / Item Attribute creation during Inward Order creation:
UI Workflow:
Single order creation:
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Outward Order / Item Attribute creation during Outward Order creation
Outward Order / Item Attributes can be added for Single/ Multiple orders using the below steps.
Go to Oms-> Outwards-> Create Order screen.
Please select the client & location. Based on the client, attribute keys are displayed.
Select either Order or Order Line Item in the Attribute type to update.
Please select the outward order/order item custom attribute keys that are applicable for the current
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outward order.
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Outward Order Item upload CSV will consist of the order/order item attribute fields.
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Please provide the details and upload
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the file. The maximum Row Limit for CSV with Order attributes is 5000. Maximum Row Limit for Order Line Item CSV is 10000 and Max. No. of Orders: 500
On success,
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Order attributes will be created for the inward order for the provided attribute keys.
Outward Order/ Order Item attributes will be created for the
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outward order
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for the provided attribute keys.
Multiple order creation:
No changes in the existing workflow
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Outward Order / Item Attribute
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update
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Order / Item Attribute update:
UI Workflow (Inward Order Attribute update):
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Select the client.
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Select the order attributes that needs to be added / updated for the orders.
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Provide a CSV upload consisting of fields - channel order Id, attribute1, attribute2… (for multiple orders)
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Keep a limit on number of rows in the CSV file .
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Customer Support Panel
We have provided a mechanism to update outward order/order items for the outwards orders which are visible in the Customer Support Panel.
In the Customer Support Panel, search the outward order.
Click on the Edit Attributes icon.
Please edit the values for the order attributes.
The functionality works as follows:
If the attribute value is already present in the order, then
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it updates with the new value.
If a new attribute is provided (which is defined in the client), then add the new attribute value for the order/order item.
If an attribute value was populated for the order during order creation, but it is not provided during the update,
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the attribute value won’t be modified.
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Outward Order/ Order Item Attributes values update screen in Outwards Create Order
Please follow the below steps to update the outward order attributes value. This is the same screen that is used to add the custom attributes for a new order.
Go to outward Order-> Create order screen
Go to the Add / Edit Custom Attributes tab.
Select the client and location.
Select either Order or Order Line Item in the Attribute type to update.
Based on Attribute type Selection, Select the outward order/ order line item attributes that
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need to be added/updated for the orders.
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Download the template
Add data in a CSV & upload consisting of fields - channel order
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ID, attribute1, attribute2… (for multiple orders)
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Keep a limit on number of rows in the CSV file and also the number of distinct orders allowed in an upload.
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Validate if all the SKUs provided in the CSV are present for the order.
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. The maximum Row Limit for CSV with Order attributes is 5000. Maximum Row Limit for Order Line Item CSV is 10000 and Max. No. of Orders: 500
The update functionality works as follows:
If the attribute value is already present in the order, then update it with the new value.
If a new attribute is provided (which is defined in the client), then add the new attribute value for the order/order item.
If an attribute value was populated for the order during order creation, but it is not provided during the update,
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it doesn’t modify the attribute value.
Outward Order
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/ Order Item attributes fetch/view
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Outward Order Search Screen
The order and order item attributes will be visible in the Outward order search screen. This will be loaded only when a particular order is viewed.
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Sub Order Search Screen
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The order and order item attributes will be visible in the
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Sub order search screen. This will be loaded only when a particular order is viewed
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GRN / Stickering Item Screen:
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.
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WMS Order Manager screen
The order and order item attributes will be visible in the WMS Order Manager screen on searching a specific order.
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B2C Picking screen/ Bulk Pick Item/ Guided Item Based Picking
We display the outward order/ order item attribute for the particular SKU/order for which the item is being
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picked.
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Inward Order Posting (Additional)
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B2C Packing screens
We display the outward order/ order item
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- Currently, we don’t have any restrictions on order / item attribute value update. In case the attributes gets updated even after the postings are sent it will not be handled at our end.
Outward order attributes:
The existing outward order attribute keys can be updated. There is no restriction on order here.
The existing outward order item attribute keys can be updated. There is no restriction on order/ order item here.
Outward Order / Item Attribute creation during Outward Order creation:
UI Workflow:
Single order creation:
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attribute for the particular SKU/order for which the item is being packed.
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B2B Packing screen
We display the outward order attributes for the particular order for which the item is being packed.
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Pick Order Group Search
Select the client.
In case outward order attributes are configured for the client, we have a drop-down with all the searchable attribute keys.
The user can search based on order attributes, by selecting the required attribute key and providing the value that needs to be searched.
All the eligible B2B orders with the attribute value for the given attribute key will be displayed.
There are some other screens where custom order/ order item attributes are shown:
Recycle Desk
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Item Sorting
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Audits
| Info |
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Audits are captured client level when attribute key gets created/updated. There are no order-level audits for attributes. |
Inward Order & Order Line Item Attributes
Inward Order & Order Line Item Attributes Configuration
In OMS, a new screen is added under Inward Orders section to configure Order and order line item-level attributes. Go to Order Attributes Configuration.
As attributes can be defined at client level, choose the client.
The order/ Order Line Item attributes which are configured will be displayed. Order Attribute Currency is a standard order attribute which is present in system by default.
To define a new custom order attribute, click on Add button. Enter the Attribute name and click Submit button.
The added attribute will be displayed as shown.
The order attributes can be made Searchable, Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
A Custom Order Attribute can be deleted by clicking Delete icon. Please note, an attribute can be deleted only when unselect Searchable, Displayable and Highlightable icons for that attribute(if any of those were enabled previously).
Similarly, a Custom Order Line Item Attribute can be added by clicking Add button under Order Line Attributes.
The Order Line Item attributes can be made Displayable and Highlightable in various screens to users by clicking the small icons present against the attribute as shown below. The limit on these were mentioned in the beginning of this document.
The name can be edited for any custom order/ order line item attributes. Click Edit button.
Name can be edited now.
Order / Item Attribute creation during Inward Order creation:
Inward Order / Item Attributes can be added for Single/ Multiple orders using the below steps.
Go to Oms-> Inards-> Create Order screen.
Please select the client & location. Based on the client, attribute keys are displayed.
Select either Order or Order Line Item in the Attribute type to update.
Please select the Inward order/order item custom attribute keys that are applicable for the current outward order.
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Inward Order Item upload CSV will consist of the order/order item attribute fields.
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Please provide the details and upload
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the file. The maximum Row Limit for CSV with Order attributes is 5000. Maximum Row Limit for Order Line Item CSV is 10000 and Max. No. of Orders: 500
On success,
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Outward Order
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/ Order Item attributes will be created for the inward order
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for the provided attribute keys.
Multiple order creation:
No changes in the existing workflow
- User can add inward order / item attributes for multiple orders using Outward Order / Item Attribute bulk update workflow in UI
Outward Order / Item Attribute update:
Customer Support Panel:
Provide a mechanism to update outward order / order item for the outwards orders which are visible in the CSP.
The functionality of this API should be:
If the attribute value is already present in the order, then update it with the new value.
If a new attribute is provided (which is defined in the client), then add the new attribute value for the order / order item.
If an attribute value was populated for the order during order creation, but it is not provided during the update, don’t modify the attribute value.
UI Workflow (Outward Order Attribute update):
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Select the client.
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Inward Order / Order Item Attribute update
Inward Order Attribute update using Inward Create Order screen
Please follow the below steps to update the outward order attributes value. The same screen is used to add the attributes during inward order creation.
Go to Inward Order-> Create order screen
Go to the Add / Edit Custom Attributes tab.
Select the client and location.
Select either Order or Order Line Item in the Attribute type to update.
Based on Attribute type Selection, Select the Inward order/ order line item attributes that need to be added/updated for the orders.
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Download the template
Add data in a CSV & upload consisting of fields - channel order
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ID, attribute1, attribute2… (for multiple orders)
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Keep a limit on number of rows in the CSV file .
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The functionality of this API should be:
If the attribute value is already present in the order, then update it with the new value.
If a new attribute is provided (which is defined in the client), then add the new attribute value for the order / order item.
If an attribute value was populated for the order during order creation, but it is not provided during the update, don’t modify the attribute value.
UI Workflow (Outward Order Item Attribute update):
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Select the client.
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Select the outward order item attributes that needs to be added / updated for the orders.
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. In case of Order Line Item, CSV contains channel order ID, Client SKU ID, attribute1, attribute2… (for multiple orders)
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Keep a limit on number of rows in the CSV file and also the number of distinct orders allowed in an upload.
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Validate if all the SKUs provided in the CSV are present for the order.
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. The maximum Row Limit for CSV with Order attributes is 5000. Maximum Row Limit for Order Line Item CSV is 10000 and Max. No. of Orders: 500
The add/ update functionality works as follows:
If the attribute value is already present in the order, then update it with the new value.
If a new attribute is provided (which is defined in the client), then add the new attribute value for the order/order item.
If an attribute value was populated for the order during order creation, but it is not provided during the update,
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it doesn’t modify the attribute value.
...
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Order attribute fetch/view
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Inward Order Search Screen
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The order and order item attributes will be visible in the
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Inward order search screen. This will be loaded only when a particular order is viewed.
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GRN / Stickering Item Screen:
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We display the inward order and order item
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Packing screens:
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attribute for the particular SKU / order for which the item is being
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GRNed.
Pick Order Group Search
Select the client.
In case outward order attributes are configured for the client, provide a drop down for with all the searchable attributes keys.
The user can search based on order attributes, by selecting the required attribute key and providing the value that needs to be searched.
All the eligible B2B orders with the attribute value for the given attribute key will be displayed.
Sales Posting (Additional)
In case the order / order item attributes are present for the outward order, send the details for the corresponding sub orders in sales posting.
- Currently, we don’t have any restrictions on order / item attribute value update. In case the attributes gets updated even after the postings are sent it will not be handled at our end.
Packing (Additional)
In case the order / order item attributes are present for the outward order, send the details for the corresponding sub orders for all the SKUs which are present in the shipment.
Audits are captured client level when attribute key gets created / updated. There are no order level audits for attributes similar to sku master
Which screens will show these attributes and where not?
Order search screen in OMS, Order Manager screen in WMS, any other screen asked by client can be considered later.
Attribute Creation
Inward order attributes
Inward order item attributes
Outward order attributes
Outward order item attributes
Display of order & order-item level attributes
In OMS
Display the order and order line item level attributes in the following screens:
search inward order
search outward order (outward & sub order)
In WMS
| Info |
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In all the following WMS screens, UI should only display the attributes with isDisplayable = true and value != null |
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Screen
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Order Attributes
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Order Line Item Attributes
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Virtual SKU
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UOM SKU
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GRN
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yes (on scan of inward box id)
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yes (on scan of barcode)
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-
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-
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GRN (Client SKU selection popup)
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no
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yes
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-
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-
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Stickering Item (Client SKU Selection popup)
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no
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yes
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-
...
-
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Piece Pick Item
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yes (collapsed)
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yes (expanded)
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yes
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Bulk Pick Item
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yes (collapsed)
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yes (expanded)
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yes
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Guided Item Based Picking
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yes (collapsed)
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yes (expanded)
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no
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yes
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Pick Expired Items
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no
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no
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-
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-
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Bulk Break Pick Item
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no
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no
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-
...
-
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Piece Packing
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yes (expanded)
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yes (collapsed)
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yes
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yes
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Bulk Packing
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yes
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no
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-
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-
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Bulk Break Pick Item
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no
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no
...
-
...
-
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Bulk Break Desk
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no
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no
...
-
...
-
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Cancel Bulk Break Pick List
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no
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no
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-
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-
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Order Manager
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yes
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yes
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-
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yes
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Return Order Processing
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no
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no
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-
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-
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Recycle Desk
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yes
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yes
...
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yes
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Item Sorting
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yes
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yes
...
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yes
Search via Custom Order Attributes
User should be able to search via order attributes in Pick Order Group and Gate Pass creation screens
On selection of client, UI should fetch the list of order attributes and populate the attributes with isSearchable = true in a drop down
Currently Single attribute search is sufficient on UI, but in the future UI should support searching via multiple attributes.
Adding Order and Order Line Item Attributes
There should be 2 ways to add Order and Line Item Attributes to the orders
During Order Creation
This is applicable only for Single Orders
On selecting the client, UI should fetch the list of all custom order & order line item attributes configured for that client.
Add option on UI to select the attributes via check boxes
The attribute name should be present in the downloaded CSV template
The user should be able to upload the attribute values in order creation CSV
All the custom attribute fields should be non-mandatory in the CSV
Upload order attributes
This is applicable for both Single and Bulk Orders
Add a new tab in Create Orders screen to upload the order and order line item attributes
The user should be able to select the Client via drop down and select the Type as either Order Attributes / Order Line Item Attributes
The user should be able to select the attributes via check boxes
The sample CSV template should have the selected attribute names
All the custom attribute fields should be non-mandatory in the CSV
The CSV template should have the following fields:
order-level: channel order id, attributes (channel order id is unique)
order item-level: channel order id, sku, attributes (channel order id & sku combo is unique)
Updation of Order and Line Item Attributes
Outward order / line item attributes: can be updated via CSP
Inward order / line item attributes: can be updated by a user with oms.admin role (in search orders screen)
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The below screen reflects when the user needs to select an SKU out of multiple suggestions during GRN. Order Item attributes are displayed there.
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