Enriching orders in Order Management
Summarize
Summary of Enriching orders in Order Management
Order enrichment is a post-capture process within the Order Management lifecycle that allows fulfillment agents to collect additional, specific information from customers for complex orders before approval. This process is especially important for orders where initial capture lacks technical or contextual details essential for accurate fulfillment, such as elevator installations requiring site-specific information.
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How the Order Enrichment Process Works
- After order capture, the system checks if the Order Enrichment Flow Policy applies to the product or service.
- If configured, enrichment tasks are automatically created for relevant order lines and assigned to fulfillment agents, changing the order status to "Enrichment in progress."
- Fulfillment agents contact customers to obtain required details through a focused configurator UI, capturing only necessary fulfillment information.
- Once details are gathered and tasks closed, order lines and the parent order status revert to "New," ready for approval or rejection.
Benefits
- Improved accuracy: Minimizes delays and errors due to incomplete data.
- Higher conversion rates: Allows swift order placement without upfront technical details.
- Operational efficiency: Ensures fulfillment agents access the correct data for execution.
- Customer engagement: Enhances trust through a collaborative, multi-step ordering experience.
Configuration Requirements
Order enrichment tasks are created only when the Order Enrichment Flow Policy is explicitly configured in decision tables for specific products or services. This selective application ensures enrichment is used only when necessary, optimizing process efficiency.
Order enrichment is a post-capture stage in the Order Management life cycle that enables fulfillment agents to gather additional information from customers for complex orders before submitting the order for approval.
Overview of post-capture order enrichment
The order enrichment process is designed to improve fulfillment accuracy and help prevent potential delays or fallouts for complex product or service orders. Fulfillment agents collect additional, context-specific information from customers that is not required during initial order capture because these details don't affect product selection or pricing. The order enrichment process helps the order agents to create basic order entries quickly without needing to wait for technical details that are crucial for fulfillment.
Not all orders require enrichment. For complex offerings such as elevator installations, critical details like installation location and door configuration may not be available during initial order placement. Capturing this information later helps the fulfillment agents to have the necessary data for executing the order efficiently and accurately.
How the order enrichment process works
After an order is captured by an order agent, the system checks whether the Order Enrichment Flow Policy is configured for the product or service in the decision tables. If the Order Enrichment Flow Policy is configured, enrichment tasks are automatically created against the order lines that require enrichment and are assigned to the appropriate fulfillment agent. At this stage, the state of the order and its line items change to Enrichment in progress. If an order line doesn't qualify for enrichment, it's state changes to New.
- Door configuration (for example, side-opening, center-opening)
- Building entrance width
- Electrical rating
The fulfillment agent reviews and closes each task after capturing the required additional details for order decomposition and fulfillment. When the order enrichment is completed, the state of the order line items and the parent order changes to New.
The fulfillment agent or manager can now approve or reject the order.
Benefits
- Improved accuracy: Reduces delays or fallouts caused by incomplete or incorrect data.
- Higher conversion rates: Enables customers to place orders quickly without needing all technical details upfront.
- Operational efficiency: Ensures that fulfillment agents have the correct data at hand.
- Customer engagement: Builds trust through multi-step collaboration rather than one-time transactions.
Configuration requirements
Order enrichment tasks are only created if the enrichment process is explicitly configured in the Order Enrichment Flow Policy in the decision tables for a product or service offering. This process ensures that enrichment is applied selectively and only when necessary. For more information, see Configure order enrichment flows using Decision Tables.