Installing the Order Manager

The standard version of the Order Manager can be used on a single workstation or across a local area network (LAN). It cannot be used across the Internet.

For single workstation installations:

• Follow the instructions below:

For network installations:

• Before you get started, you need to create a shared folder on a server, or a single workstation networked to the other computers in your office, where multiple users can access current and archived orders. We recommend that you call this folder StoneEdge. Each workstation should have Read/Write access. For instructions on how to create a shared folder, refer to your operating system’s Help program.

• Repeat the following steps to install the Order Manager on each client workstation:

1. Click on the link provided in the order confirmation email or copy and paste the link into the address bar of your web browser.

2. Enter the username and password provided in the email and click Continue.

Note: Both fields are case sensitive. You must enter the username and password exactly as they appear in the email.

3. Click on the download button underneath the version of Access that is installed on the computer where you will be installing and using the Order Manager.

4. You can run the install program immediately or save it to your hard drive and run it later.

1. If you choose to save the install program, click Save and make a note of where you save it.

1. To install the program later, navigate to the location of the file (setup.exe). Double-click on it.

2. The InstallShield Wizard opens. Click Next and go to step 5.

2. If you click Open or Run, the files are downloaded and the InstallShield Wizard opens. Click Next.

5. Review the End-User License Agreement, and if you agree, click "I accept the terms in the license agreement" and click Next. If you do not agree, cancel the installation and contact Stone Edge Technologies, Inc.

6. Click Next to install the Order Manager in the default location.

For single workstation installations:

The default location will be on the hard drive of the workstation, e.g. c:\StoneEdge.

For network installations:

If you are in the process of installing the Order Manager on the server or host workstation for the first time, this will be c:\StoneEdge. If you are in the process of repeating the installation on a client workstation, this will also be c:\StoneEdge.

7. Click Install.

8. Make sure the "Show the readme file" checkbox is checked and click Finish.

9. Read the Readme file for information relevant to the current release of the Order Manager.

10. Close the file and return to the Order Manager.

Get Started

Important! Access 2003 Users: Open Access. Go to Tools>Macro>Security and set the security level to low. Click OK. Close Access. Access 2000 Users: It is highly recommended that you download and install Service Pack 3 to correct a known bug in MS Access.

For single workstation installations and server installations:

• Follow the instructions below:

For client workstation installations:

• Skip this section.

1. Open the Order Manager one of two ways:

1. Double-click on the Stone Edge Order Manager desktop icon.

2. From the Start menu, go to Programs\Stone Edge Technologies, Inc.\Stone Edge Order Manager for [your version].

2. The License Setup dialog box opens. Enter the username and password provided in the email (the same ones you entered to download the install program).

3. Click Get License. You see a message box stating that your license file has been updated. Click OK.

4. Proceed to the next section.

Create a Store

If you maintain more than one e-commerce site, you can set up separate data files for each site, or you can import orders from multiple sites into a single data file. For more information on how to do this, see Importing from Multiple Shopping Carts into the Same Order Manager Store .

For single workstation installations and server installations:

• Follow the instructions below:

1. The Set up a new store now? dialog box opens. Click Yes.

2. The Enter name and location for the new store’s data file dialog box opens. The data file is the Access database that will contain all of your store’s information, from the orders to the system settings.

1. Specify the location, e.g. c:\StoneEdge or \\[Fileserver]\Cdrive\StoneEdge.

2. Enter the file name, e.g. Ajax Orders.

3. Click OK.

Tips

• Use a name for the store’s data file that includes all or part of your company’s name plus the word "Orders". Do not use ".com" in your file name.

• Your store’s data file uses the .mdb file extension, e.g. Ajax Orders.mdb.

3. The Enter company name dialog box opens.

1. Enter your company’s name.

Note: The name you enter will appear on screens and reports. Change it any time in the Store Setup Wizard (Main Menu>Maintenance Menu>Setup Functions>Store Setup Wizard).

2. Click OK.

4. You see a message box stating that your store has been opened. Click OK.

5. The Stone Edge Order Manager – Setup Wizard dialog box opens.

For client workstation installations:

Complete the following steps after the Order Manager is installed on the server and the store data file has been created.

1. The Set up a new store now? dialog box opens. Click No.

2. When prompted, click Browse, navigate to the shared folder and select the store’s data file.

3. You see a message box stating that your store has been opened. Click OK.

4. You can now begin using the Order Manager on this workstation. Note: Changes can be made to system parameters from any workstation.

See Also

Importing from Multiple Shopping Carts into the Same Order Manager Store

Store Setup Wizard