Version 5.9
Store Setup Wizard
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The Drop Shipping section of the Store Setup Wizard is where users set their preferences for customer orders that are fulfilled directly by a vendor, or supplier, rather than from their own inventory.
This section contains only one page of settings. Choose the method of sending purchase orders to suppliers, as well as the layout of the document by selecting a template for email, fax, or regular mail.
The values that are entered here are the system wide defaults that will be used by the program, unless overridden by the corresponding values that are specified on a particular supplier's record (Drop-Shipping section on the Purchase Order Options tab of the Suppliers screen).
For a complete list of system parameters associated with drop-shipping, see the Knowledge Base topic, Drop Ship Parameter Group.
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In addition to the information in the Setup Wizard Knowledge Base pages, the actual program screens of the Setup Wizard also have explanatory text associated with them; hover the cursor over the fields on the screen to see it.
Figure 1: Store Setup Wizard - Drop Shipping, Page 1
enter the full or partial name of an employee that can assist a supplier with questions about an order
sets system parameter, DropShipContact
enter the telephone number of an employee that can assist a supplier with questions about an order
sets system parameter, DropShipPhone
enter the email address where order confirmations from vendors will be received
sets system parameter, DropShipEmail
Email templates are simple text files that contain the plain, generic text of an email message, as well as program field tags, which are used to insert specific information into an email message sent to a specific supplier. The program expects to find the email templates in the Email Template folder that resides in the same location as the Order Manager store data file.
The Auto Fax, Fax and Mail templates are Microsoft Access report objects that reside within the program file.
the default setting of this parameter is Drop Ship - Email, or...
choose a standard email template that is provided with the program from the drop-down list
it is also possible to create your own unique template via the Email Template Editor feature
sets system parameter DropShipEmailTemplate
the default setting of this parameter is Drop Ship - Manual Fax, or...
choose a standard fax report template that is provided with the program from the drop-down list
it is possible to create your own custom report template by copying one of the standard reports provided with the program and making the desired changes; it is imperative that any custom reports are saved in the Custom Reports Database; refer to Custom Report Maintenance for more information
sets system parameter DropShipFaxTemplate
the default setting of this parameter is Drop Ship - Auto Fax, or...
choose a standard fax report template that is provided with the program from the drop-down list
it is possible to create your own custom report template by copying one of the standard reports provided with the program and making the desired changes; it is imperative that any custom reports are saved in the Custom Reports Database; refer to Custom Report Maintenance for more information
sets system parameter DropShipAutoFaxTemplate
the default setting of this parameter is Drop Ship - Mail or...
choose a standard fax report template that is provided with the program from the drop-down list
it is possible to create your own custom report template by copying one of the standard reports provided with the program and making the desired changes; it is imperative that any custom reports are saved in the Custom Reports Database; refer to Custom Report Maintenance for more information
sets system parameter DropShipMailTemplate
Figure 2: Store Setup Wizard - Drop Shipping, Page 2
use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard
the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all
will cause the program to prompt for confirmation before exiting the Store Setup Wizard without saving any changes that have been made
click [Yes] to save the changes before exiting the wizard
click [No] to abandon the changes and exit the wizard
click [Cancel] to remain at the Store Setup Wizard and continue making changes
Created: 5/10/11