Servicing Rules

Overview

Servicing Rules can be used to block books from use in specific locations or by specific reps or to remind service reps of more general information for specific locations.

Books can be blocked based on the following:

• Retailer (Customer ID)
• Location (CustomerID + Store ID)
• Route
• District
• Service Rep

A block will force the service rep to credit out any blocked books when servicing a display.

Notes can be made to display on the handheld when a specific book is scanned in New Titles or Inventory Display. Notes are informational only and do not force an action by the service rep.

Reminders can be created to display on the handheld as soon as the service rep logs in to a store. Reminders are also informational only and do not force an action by the service rep.

NOTE: Changing or adding servicing rules can take up to a day to synchronize through BookLink and Central Database.

Details

Servicing rules are found in BookLink in the Books window under the Servicing Rules tab and can be added by pressing the Add Rule button.

Examples

• Block
  • Store (Customer ID)
  • Location (CustomerID + Store ID)
  • Route
  • District
  • Service Rep
• Note
• Reminder

Example: Block by Store (Customer ID)

To block a book in all Walmart stores you would do the following:

Set Rule Type to BLOCK

Set Scope to BILLINGID 

Set an appropriate Start Date

Set a custom Expire Date (if desired)

Enter a descriptive comment (this will display the service rep's handheld)

Enter the appropriate Customer ID for Walmart

Click the Save button

Example: Block by Location (Customer ID + Store ID)

To block a book in a specific Walmart store you would do the following:

Set Rule Type to BLOCK

Set Scope to BILLRACK 

Set an appropriate Start Date

Set a custom Expire Date (if desired)

Enter a descriptive comment (this will display the service rep's handheld)

Enter the appropriate Customer ID for Walmart

Enter the appropriate Store ID for the specific Walmart store

Click the Save button

Example: Block by Route

To block a book on all stores on a route, do the following:

 

Set Rule Type to BLOCK

Set Scope to RTNUMBER

Set an appropriate Start Date

Set a custom Expire Date (if desired)

Enter a descriptive comment (this will display the service rep's handheld)

Set the appropriate Route ID

Click the Save button

---

Example: Block by District

To block a book for the entire District:

 

Set Rule Type to BLOCK

Set Scope to Global 

Set an appropriate Start Date

Set a custom Expire Date (if desired)

Enter a descriptive comment (this will display the service rep's handheld)

Click the Save button

NOTE: This will block the title for the entire District based on which District BookLink you are in.

---

Example: Block by Service Rep

To block a book for a specific service rep:

Set Rule Type to BLOCK

Set Scope to HHSALESMAN

Set an appropriate Start Date

Set a custom Expire Date (if desired)

Enter a descriptive comment (this will display the service rep's handheld)

Enter the appropriate service rep's ID# into the Handheld Service Rep ID field.

Click the Save button

Example: Notes

You can set a note which displays an informational message when the noted book is scanned under Inventory Display or New Titles.

Set Rule Type to NOTE and you can use any of the Scopes outlined above for blocking to determine when to display the note.

The text you place in the Comment field will display in the note.

Example: Store Reminder

You can set a reminder which displays an informational message when the service rep logs in to a specific store or location.

NOTE: Reminders should be placed on ISBN ZZZ999999947T

Set Rule Type to REMINDER

Set Scope to either BILLINGID for a store/Customer ID or BILLRACK for a specific store location/Store ID (you can look at the Block by Store and Block by Location above for reference on defining which store or location).

The text you place in the Comment field will display in the reminder message as soon as the service rep logs in to the store.