Originally written by John Hardwick, last updated Oct 24, 2023, on the Swan Retail knowledge base (FRS).

Overview

Configuration

Application Parameters

The following application parameters are required for this process to operate.

Customers

SwanFRS offers the ability to exclude pre-specified customers from the automated feedback request.

The control setting may be changed at any time prior to the completion of the sales order / service to turn off the feedback request service for this customer.

To omit the customer from the feedback process, tick the Exclude From Feedback checkbox.

Suppliers

SwanFRS allows chosen suppliers to be omitted from the feedback request, If the service / order relates solely to products or services provided by an excluded supplier the feedback request is not issued.

To omit the supplier from the feedback request, tick the Exclude From Feedback checkbox.

Other Exclusions

The feedback request is also excluded for orders / services for the following codes. Please check your system to ensure these codes are not used.

SKU Codes Omitted

Product Groups Omitted

Operation

There area no changes to the way orders or services are processed.

When the sales order changes to the COMPLETE status for the first time, the feedback request status is checked.

When a service order is CLOSED, the feedback process begins.

• If the FEEDBACK_COMPLETE_AFTER_DAYS is set to zero, no sales order completions will be processed.

• If the FEEDBACK_SERVICE_AFTER_DAYS is set to zero, no service completions will be processed.

The process of issuing a feedback request is fully automated.

• Orders / services linked to sales orders who are not excluded will be considered.

• Orders / services linked to non-excluded suppliers will be considered.

• The customer must have valid email (email adheres to the <xxx>@<xxx> format)

• If the order / service consists of solely excluded SKUs / product groups, no feedback request will be processed.

• One record per item delivered / processed on the service will be generated.

The feedback request will be issued the stipulated number of days after the completion / closure of the order / service.

The issuing process when automated will occur overnight at a pre-agreed time.

Where necessary, the Accounts Interface routine can be used to manually instigate the generation of feedback data.

Export Data

SwanFRS generates a comma separated data file which is output to the designated OUT folder and then FTP’d across to the feedback provider's server.

The format of the output file is as follows.

Merchant Identified
Customer Full Name
Customer Email
Completion Date (Original Order / Service Completion Date)
(Debranded) Supplier Name & Range
Sales Order Number
Product SKU
GTIN Code (FEEDBACK_GTIN)
Model number
Date Feedback Requested (Export Date)
Customer ID
Line Selling Value
(Tags) "Advisor="Salesperson
Feedback attributes (FEEDBACK_ATTRIBUTE)
Image Link (Blank Not Used)

Files from the Confluence page

• Accepting Tender Guide.pdf

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Accepting Tender Guide.pdf
1.93 MB