DBC: Favorite Orders and Items

This section will look at the Favorite Orders and Favorite Items features. These features will first need to be enabled at either the company level or the group level. This process to enable these features is outlined in each of the corresponding sections of the admin guide. Here we will discuss the end user experience.

Enabling Favorites

To enable and configure Favorites at the company level, go to Legacy Admin > Work With Companies > Favorites Configuration. This area allows you to setup the default behavior for Favorites for the customer. These same settings are available at the group level on the customer admin site.


General


Favorite Items – if enabled, allows the users of this company to flag items as being favorites. This allows the user to place their favorite items into easily accessible lists of their own creation.

Note: if disabled here, it can still be enabled at the group level on the customer admin site.

Favorite Orders – if enabled, allows the users of this company to flag specific orders as being a favorite order. These orders will then be available for quick re-ordering.

Note: if disabled here, it can still be enabled at the group level on the customer admin site.

System Generated Favorites

Based upon shopping habits of the customer, the system can collect, analyze, and create favorites automatically. Using collected data that is analyzed nightly, the system can generate four different types of favorites. They are as follows:

  • Popular Items – These are items that are most frequently ordered by buyers of the company. These items can display as their own catalog under the Favorites section. If enabling this option, you will need to select the number of items to show, and the number of days to use for calculating these items.

  • Recently Ordered Items – These are items that have been ordered most recently by buyers of the company. These items can be displayed as their own catalog under the Favorites section.


    If enabling this option, you will need to select the number of items to show, and the number of days to use for calculating these items.

  • Items Ordered With This Item – This will show to the buyer other items that have been ordered along with the item that they are ordering. This can be shown when they place an item into their cart, or when they are viewing their cart.


    This is meant to help the buyer find other items that may complement the item(s) they are ordering. If enabling this option, you will need to select the number of items to show.

  • Related Items – Related items can be set in the "Work With Items" area from either the distributor admin site, or the customer admin site. If you choose to edit an item, there is a section where you can add items to a list that will be designated as related items.


    If this is enabled, you will need to select the number of items to show, and which location(s) they should appear in.

For all four types of system generated favorites, after selecting if you would like to enable them, you will need to select where they should be shown. The available options of where they can be shown will vary by type. In general, the available options include:

  • Catalog – selecting this option will create a new option under the main Favorites section of the catalog.
  • Banner – Browse Catalog – selecting this option will cause a banner to appear when the user is browsing the catalog.
  • Banner – View Cart Detail – selecting this option will cause a banner to appear when the user is viewing their cart detail page.
  • Message – Add to Cart – selecting this option will cause a pop-in message to display when particular items are added to the shopping cart.
  • Message – View Cart Detail – selecting this option will cause a pop-in message to display when the user arrives at their shopping cart detail page.

Favorite Orders

Favorite Orders gives you the ability to save your favorite orders into a list for easy access. You can also edit the settings of your favorite orders if you need to change any of the basic information, such as the shipping or billing information. The end user has two places where they can designate their order as being a favorite.

  1. Order History Listing - Under the My Orders/Order History section, the user can click on the Create Favorite link next to any of the orders to designate that order as a favorite. If the user needs to see more detail about the order, they can click on the order number link to go to the history detail page.

  1. Order History Detail Page - When viewing the order history detail page, there will be a link below the Order Status.

Clicking on the Create Favorite link at either location will bring you to the screen shown on the following page, which is divided across four tabs.

Details

Allows the user to assign a name and enter a description for the favorite order. You can also modify the shipping and billing options for future placements of the order. At the bottom, you can also review the lines on the order.

Note: In the Line Items area, there is a Reason(s) column that will list out why an item might not be valid. The system will determine when changes are made to an item, or changes in other site areas that might invalidate the item for re-order.

Alerts

On the Alerts tab, you can click on the "Add New Alert" link to bring up a window to setup a new alert. Clicking on the Edit link by an existing alert will bring up this same window. In this window, you can set how often you would like to receive this alert, and the next date you should receive the alert.

The alert will be sent to your default e-mail address you have setup in your My Account area.

Sharing

This is the view of the Sharing tab from an admin user. The admin user can share this favorite order with other groups and users as needed. A standard user would only have access to assign the order to their own group, or to specific users within their group.

Order History

Will show additional orders that have been placed from this favorite order.

Once everything has been setup, a user will be able to access their favorite orders by clicking the Favorite Orders link on their navigation bar. This nav option may need to be turned on for this user/group to allow access. Please see Companies and/or User Groups sections of this admin guide to allow this option.


The user can then use the View/Edit link to be taken to the Order Details tab, where they can make modifications to the order, or simply use the Order Now button to place the order again.

Favorite Items

Favorite Items allows you to save individual items into lists of your own creation for easy access. Along with the favorite items created by the users, the system can generate favorites as well, based upon criteria you establish. Other related features we will look at are the Item Alerts and "Save Items for Later" features.

Marking as a Favorite Item

You can mark an item as a Favorite at the catalog level for items in a Carousel or Order Form catalogs (the Default Style catalog does not have this available at the catalog level) or at the item level (once you click on the catalog image and are in the item detail page).

  1. Catalog level


    a. "Carousel" or "Order Form-Storefront View" catalog - once the user hovers in the bottom right corner of the item image, a “heart” icon will appear, and the user can click on this icon.


    b. In an "Order Form-Tabular View" catalog, the user can click on the “heart” icon on the left:


  2. Item Level – once the user clicks on an item at the catalog level, and is on the item detail page, they can click on the “heart” icon in the top right corner of the image.


Once they have clicked on the “heart” icon to indicate the item is a favorite, they will be brought to the following screen:

Here they will instruct the system on where the favorite item should be stored. At the top, they have the option of entering a name and description to create a new list of favorite items.

At the bottom, they have the option of selecting to place the item in an existing favorite list by selecting one from the drop-down list.

Accessing Favorite Items

Once everything has been setup, a user will be able to access their favorite items from two places.

  1. Catalog Drawer - On the left side of any page, the user can expand the catalog drawer in which the Favorites option will be at the top and can be expanded to show the lists they have created. Once you click on one of the lists, it will bring up the items in that list.

  2. Favorite Items Navigation Link - A user can also access their favorite items by clicking the

    Favorite Items link on their navigation bar. This nav option may need to be turned on for this

    user/group to allow access. Please see Companies and/or User Groups sections of this admin

    guide to allow this option.

The user can then click on the Edit List link to view the favorite items you have setup within the lists.

At the top, you have the option of modifying the list name and description, as well as maintaining the thumbnail image associated with this favorite list. At the bottom, you will see a listing of the favorite items you have added to this list.

For each item, you have the following options:

a. Add to Cart – this will place the item into your cart. You can alter the quantity to order if you proceed to checkout. If the item is a customizable item, you will be alerted to proceed to the customization page.

b. Remove – this will remove the item from this favorites list.

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