Product Orders
- David Haskell (Unlicensed)
- Elliot Loeb
- Tony Browne (Unlicensed)
This article serves as a reference page and will provide information to better understand product orders in Advantage. This is a review of PRO, or product, type orders. Note that some field names and locations may vary slightly based on individual scripts used at Customer Activity.
9 min read
Table of contents
Product Order Information
Bill- to | The customer account number and name of the bill to account. |
Order Type | The type of product order
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Order Status | The status of the product order.
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Control Group ID | ID of the control group from the original order.
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Order Source | Source associated with orders that come in from outside of Advantage directly. These are orders that are processed through Order Stream or created through Bookclub. |
Web Order Number | The order number a customer sees on their confirmation of an order placed online via the Opium E-Commerce system. Note that web orders that are associated with affiliate shopping carts may not be populated. |
Order Date | Date the order was created. |
Requested Ship Date | Date the order was requested to be shipped from the warehouse. |
Actual Ship Date | Date the order was actually shipped from the warehouse. |
Promotion Code | Promotion code used for the product order. Codes starting with an A are associated with a term that was created automatically through Bookclub for auto-delivery service. |
Sales Rep Number | The Sales Rep associated with the product order. |
Order Line Count | Number or order lines associated with the selected product order. |
Credit Reason | For orders in C - Credit Order/Return Memo status, the reason selected for the credit. |
Allow Refund | For orders in C - Credit Order/Return Memo status, Y = yes refund the customer, N = no, do not refund the customer. |
Apply-To Number | For orders in C - Credit Order/Return Memo status, this number is the order number for the original order. |
Gratis Reason | For orders that have been reshipped to the customer, the reason selected for the reshipment. |
Gratis Apply-To Number | For orders that have been reshipped o the customer, this number is the order number for the original order. |
Associated Customers
Note
If the address on the account has changed since the product order, the Bill-To Ship To will display the address associated with the order and include a message to indicate that this is not the customer's current address.
Customer Authentication
Charges
Invoices / Payments
This is a condensed version of what is available from the Invoices & Payments screen used to display simplified information on basic transactions. It is recommended that when complicated transactions are involved to use the Invoices & Payments screen.
If a product order is a Proforma, or credit card decline, no transaction will display here.
Note
These are the default customized columns from this screen. There are more columns available.
Trans. Date | Date of the transaction. |
Trans. Nbr | Order number of debit number of the transaction. |
Applied to | The order number or debit number the transaction was applied to. |
Source | The system name the transaction is associated with.
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Trans. Type | The type of transaction.
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Transaction Status Description | The status of the transaction. |
Total Amt. | The amount debited/credited. |
Remaining Amt. | The amount remaining that has not been paid/credited. |
Billing Currency | The currency the order was billed in. |
Payment Code | The type of credit card used for the transaction. |
Payment Nbr | The credit card number used for the transaction. This field is masked to only display the last 4 digits. If the payment is by check, the check number will display here. |
Credit or Debit | Shows if the transaction was a debit or credit. |
Posted | Displays if the transaction has been posted. |
Debit Fully Paid | Displays a Y if the debit is fully paid. N if not fully paid. |
Due Date | The date the payment is due. This is primarily used for when payments are spread out with installment billing. |
Payment Type | The type of payment used. CC = Credit Card. CK = Check. |
Tracking
Note
These are the default customized columns from this screen. There are more columns available.
Tracking Nbr | The tracking number provided by the shipper. |
Ship Via | The shipping method selected for the order. |
Shipping Date | The date of the shipment. |
Country Code | The country code associated with the shipment. If shipped in the US, this was blank. |
Quantity Shipped | The total number of items shipped. |
Warehouse Number | The warehouse used to fulfill the order.
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Note
The tracking number will generally be loaded on to the account within 2 days of shipping. Not all orders have tracking numbers, this is elected by the fulfillment specialist within the affiliate.
Email Sent History
Auto Delivery Maintenance
Related Order Lines/Order History
For example, if an order was on backorder and then fulfilled, the original transaction showing the backorder will display in the Order Transaction History. The information about the fulfilled order will be found in Product Order Information. As a new transaction is made, the current one will become part of the order history available here.
For products, the information can be found in Related Order Lines tab, for subscriptions in the Order History tab.
Note
These are the default customized columns from this screen. There are more columns available.
Order Number | Order number related to the transaction. |
Sequence | Unique identifier for the order line event. |
Item Number/Publication Code | Item number for the product order or pub code for the publication. |
Title | Name of the item ordered. |
Qty Ordered | Number or items ordered. |
Qty Shipped | Number of items shipped. |
Qty Remaining | Number of items not yet shipped. |
Stock Status | Indicates if item was on backorder. |
Warehouse | The warehouse used to fulfill the order.
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Role | Status associated to the product order.
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Subscription Reference | For publications, this is the subscription reference that links directly back to the pub and customer. Can be searched on, on the Subscriptions page. |
Term Number | Which term the order is for. |
Operation Code | The code for the operation being conducted by this order. It can be any of the following:   
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Original Order Lines
Item Number | Item Number associated with the order line. |
Title… | The description, or name, of the product or subscription associated with the order line. |
Qty Ordered | The quantity ordered of the line item. |
Qty Shipped | The quantity shipped of the line item. For subscriptions, this should always match the quantity ordered. |
Unit Price | Price per unit. |
Item Gross | Price x Quantity Ordered. |
Ship-to Customer | The customer number the order line was shipped to. |
Address Type | The address code associated to the customer number the order line was shipped to. |
Cross-sell/Upsell | Indicates if the line item was part of an upsell or cross sell offer. This is only applicable for phone orders. |
Product Order Maintenance
For product order maintenance, the options on the right side of the top list frame will display with the option for Applied Returns and there are more options available via the right-click. menu.
Add Applied Return | Used for returning and/or refunding a product order. |
Cancel Backorder | This selection is available by right click. Used for canceling an order that is on backorder. |
Delete Order | This selection is available by right click. Used for deleting orders that have not yet posted. |
Cross-sell/Upsell | Indicates if the line item was part of an upsell or cross sell offer. This is only applicable for phone orders. |
Unit Price | Price per unit. |
Wrap up
You should now have a better understanding of product orders in Advantage
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