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Do Not Ship To Lists

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Overview

Introduced in Version 2.01.

You may have certain problem customers to whom you do not want to ship product. Your first option one of the possible choices for a product's attribute; for example, blue is an option for the product attribute of color is to check the "Do Not Ship To" check box on their customer record which tells the Order Manager not to automatically approve orders from that customer. However, it is possible that the program may not catch them all or you may just want more control over what happens when the program detects one.

Using this feature you can build lists of email addresses, telephone numbers and/or IP (Internet Protocol) addresses for which the Order Manager should watch out. You can then use an Approval Rule to tell the program what to do when it detects an order from someone on the list.

Building a Customer Do Not Ship To List

1. Go to the Maintenance Menu>Maintenance tab>List Maintenance button.

2. The List Maintenance dialogue box opens.

3. Click on either Do Not Ship To Emails, Do Not Ship to IP Numbers, or Do Not Ship to Phones in the Select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation List box

4. Click in the IP # (or Email Address or Phone Number) text field and enter the first list entry, e.g. 192.68.00.00, techwriter@stoneedge.com, or (610) 994-3699.

5. Click Save. Note: You can also press the Enter key twice to add your entry to the list. Doing so will return the cursor to the text field where you can continue typing.

6. Repeat steps 4 and 5 to add as many list entries as you wish. Note: To delete a list entry, click on it in the List Entries list box and click the Delete button.

7. Click Close to exit the List Maintenance dialogue box.

Creating an Approval Rule

1. Go to the Maintenance Menu>Setup Functions tab>Approval Rules button. The Order Approval Rules dialog box opens.

2. Click on the Add a New Rule button. The Add a New Rule dialog box opens.

3. In the If .. column, click on Email, phone or IP # is in a Do Not Ship To list.

4. In the Then... column, click in the check box of the result that you wish to occur, e.g. Cancel the order.

5. Click the Save New Rule button.

6. Click OK in the confirmation message box.

7. Click Close to exit the Add a New Rule dialog box.

8. The new approval rule appears in the Order Approval Rules dialog box under Current Rules.

9. Click Close to exit.

• Approval Rules are referenced by the program as orders are imported. They do not affect Manual Orders and Point of Sale (POS abbreviation for Point of Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores.) orders.

• To avoid problems with telephone number formatting, the program strips leading 1's off of the numbers, then removes everything but numerals and letters.

• The program looks for the IP Address you enter in the list anywhere within the IP text received from your shopping cart an e-commerce software system that allows a merchant to sell products on the Web. In the context of the Order Manager, it refers to the settings that describe a merchants web store to the program, allowing it communicate with the online shopping cart and import orders, and other information etc. because some shopping cart systems do not provide the Order Manager with IP numbers only.

For example, if you add the IP address 111.222.333.444 to the list and the IP text received from the shopping cart is "IP Address:111.222.333.444, Host Name:adsl-11-22-33-44-55.dsl.pacbell.net", the Order Manager flags that order because 111.222.333.444 is found within the IP text.

Created: 1/17/12

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