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Set up catalog source codes

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

Companies that produce printed catalogs can use source codes to track the customer response to particular catalogs. Source codes are often printed on the back of a catalog and are entered in the sales order when a customer makes a purchase. This topic describes how to set up a source code for a catalog.

The process for setting up a source code includes the following tasks:

  1. Define a target market, which is a list of potential customers that the catalog is targeting.

  2. Create a source code.

  3. Associate the source code with both a catalog and a target market.

By tracking the codes that are entered in sales orders, the company can analyze the effectiveness of catalog mailings that are sent to various groups of customers.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related setup tasks

Create call center catalogs

1. Define a target market

A target market is a list of potential customers that a catalog is targeting. This list can be created internally by a company, or it can be purchased or rented.

First, you must define list types for the customer lists that you use, such as purchased or rented. You can also optionally define list brokers. To define list types and list brokers, follow these steps.

  1. Click Call center > Setup > Types > Lists > List types.

  2. Click New to create a new list type, and then enter a name and a description for the list type.

  3. In the List type field, select the type of list that you are creating: rented, purchased, or other.

  4. Repeat steps 2 through 3 to add all the list types that you require, and then close the List types form.

  5. Optional: Click Call center > Setup > Types > Lists > List brokers.

  6. Click New to create a new list broker record, and then enter a name and a description for the list broker. Repeat this step to add all the list brokers that you require, and then close the List brokers form.

Next, you must define a target market that has an associated list of customers. To define a target market, follow these steps.

  1. Click Call center > Journals > Target market.

  2. Click New to create a new target market.

  3. In the Target market ID field, enter a unique ID for the target market.

  4. In the List name field, select the type of list that is being used: rented, purchased, or other.

  5. Optional: On the General FastTab, enter the demographics for the list. This information indicates how recently and frequently purchases have been made for the customer list as a whole, and also the monetary value of those purchases.

  6. Optional: Under Customer records, enter the following information:

    • Purchased – The number of names that were purchased when the list was brokered.

    • Used – The number of names from the list to include in the target market.

  7. On the Customers FastTab, click New, and then enter the account number and name of a customer or prospective customer who is in the target market. Repeat this step to add more customers to the list.

  8. Close the Target market definition form.

2. Create a source code

The source code associates a catalog with a target market. You can optionally add budget information to the source code, such as projected sales, printing and mailing costs, and distribution quantity. You can also associate the code with a campaign.

To create a source code, follow these steps.

  1. Click Retail > Common > Catalogs > Catalogs.

  2. Select the catalog to associate with a source code, and then, on the Action Pane, click Edit.

  3. On the Source codes FastTab, click Add.

  4. In the Source code ID field, enter a unique ID for the source code.

  5. In the Target market ID field, enter the ID of the target market that you created in the previous procedure.

  6. Optional: On the Source codes FastTab, click Details. In the Source code definition form, on the General tab, enter additional data for the source code:

    • In the Budgets section, enter any budget data to track for the source code, such as projected sales, mailing costs, and printing costs.

    • In the Drop information section, enter information about the mail drop that will contain catalogs that have the source code.

    • In the Campaign section, enter the ID of the campaign that the source code is associated with, if the source code is associated with a campaign.

  7. Publish the catalog, as described in Create call center catalogs.

Note

Before you can use source codes in sales orders, the Enable directed selling check box must be selected in the channel settings for the call center. For more information, see Set up a call center.

3. Optional: Set up source codes for exchanges

You can set parameters to specify which source code to use when customers make exchanges. For more information, see the RMA/Return section in Configuring parameters and initial settings (Call center).

Next step

After a source code has been set up, you can use the source code in sales orders. For more information, see Enter a catalog source code. After sales orders have been created that reference the source code, you can view and analyze sales data for the source code. For more information, see Analyze source code data.

Create call center catalogs

Enter a catalog source code

Analyze source code data

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Retail Headquarters configuration key

Call center configuration key

Source code configuration key

Security roles

Sales manager

See also

Perform a catalog area analysis