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Import Orders

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Overview

The Import Orders screen synonymous with the Microsoft Access Form Object or user interface. is the location in the program where the user can transfer order information from a 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. into the Order Manager. This can be accomplished directly via the internet or from a text file that has been exported from one or more of the Order Manager's internally integrated shopping cart types. Refer to the Shopping Cart Matrix to identify integrated shopping carts and the specific functions that each cart can use in conjunction with the Order Manager. Shopping carts that are not in that list may still be able to integrate with the Order Manager by means of purchasing a "Generic" shopping cart license, however, the user is responsible for creating and maintaining the integration scripts, based on the program specifications found in the Developer's Guide.

To access the Import Orders screen, click the [Import] link in the Orders section of the Main Menu. Before orders can be imported into the Order Manager, at least one shopping cart must have already been defined.

Description of the Import Orders Screen

Figure 1: Import Orders screen

Select Shopping Cart to Import From List Box

• this section will contain the names of all shopping carts that the user has defined within the Order Manager

Import via Internet Button

• after selecting a shopping cart from the list, click this button to begin a direct XML a mark-up language similar to HTML, except that it is used to structure data, not display it. XML is used to order data in such a way that it can be passed between applications with relative ease. order import

• this button can only be used if the shopping cart system supports direct XML imports, see the Shopping Cart Matrix for specific information about a cart

Import from Text File Button

• place the order text file from the supported shopping cart system in the New Orders folder specified in the system parameter NewOrderLocation

• click this button to start the text file import of order information

• see the Shopping Cart Matrix for specific information about a shopping cart system

View Orders from Last Import Button

• click this button to open the Orders screen with the Orders from Last Import quick filter applied to review the orders that were imported most recently  

Close Button

• click this button to exit from the Import Orders screen

Importing Orders

Performing a Direct Order Import

1. Click the [Import] link in the Orders section of the Main Menu.

2. The Import Orders screen will open. Refer to Figure 1.

3. Select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation the appropriate shopping cart from the Select Shopping Cart to Import From list.

4. Click the Import via Internet button to start the import.

5. If this is the first time that order information has been imported from a Web site, refer to First Import Screen for more information about responding to the program prompts.

6. When the import process has been completed, the program will provide a visual summary of the results. Click OK.

7. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu screen will appear to allow the user to select the printer (and tray) where the order paperwork and reports are printed.

8. (Optional) Click the View Order from Last Import button to review the newest orders.

Performing a Text File Order Import

1. Click the [Import] link in the Orders section of the Main Menu.

2. The Import Orders screen will open. Refer to Figure 1.

3. Select the appropriate shopping cart from the Select Shopping Cart to Import From list.

4. Click the Import via Text File button to start the import.

5. If this is the first time that order information has been imported from a Web site, refer to First Import Screen for more information about responding to the program prompts.

6. When the import process has been completed, the program will provide a visual summary of the results. Click OK.

7. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu screen will appear to allow the user to select the printer (and tray) where the order paperwork and reports are printed.

8. (Optional) Click the View Order from Last Import button to review the newest orders.

Created: 1/25/12

Modified: 9/25/13

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