Store Setup Wizard Drop Shipping

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Overview

• The Drop-Shipping section of the Store Setup Wizard is where the user sets preferences for customer orders fulfilled directly by a vendor, or supplier vendor, rather than from their own inventory.  

• Choose the method of sending purchase orders to suppliers, as well as the layout of the document to be sent by selecting a template for email, fax, or regular mail.

• The values entered here are the system-wide defaults that will be used by the program. These values can be overridden by changing the corresponding field or fields in the particular supplier's record.

• For a complete list of system parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters. associated with drop-shipping, see the Knowledge Base topic, Drop-Ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. Parameter Group.

• This section of the Store Setup Wizard consists of a single page.

Description of Page 1 of Drop Shipping Section

Figure 1: Store Setup Wizard - Drop Shipping, Page 1

Drop ship contact information Section

Name of person vendors should contact if there is a problem with an order Field

• enter the full or partial name of an employee the supplier should contact if questions about a Purchase Order arise

• sets system parameter, DropShipContact

Telephone number vendors should call if there is a problem with an order Field

• enter the telephone number of an employee that can assist a supplier with questions about an order

• sets system parameter, DropShipPhone

Email address to which drop-ship vendors should send confirmations Field

• enter the email address where order confirmations from vendors will be received

• sets system parameter, DropShipEmail

Default Templates for drop-ship Purchase Orders Section

Email templates are simple text files that contain the plain, generic text of an email message as well as program field tags, which insert specific information into the email message sent to a specific supplier. The program uses email templates stored in the Email Template folder that resides in the same location as the SEOM store data file the MS Access or SQL database that contains the users order information and program preferences. It does not contain Reports, which are housed in the Monsoon OMS program file (MS Access database)..

The Auto Fax, Fax and Mail templates are Microsoft Access report objects that reside within the program file The MS Access database that contains the Monsoon OMS application code. This database does not contain the user's order information, which is housed in the Store Data File. The program file name begins with SEOrdMan* and has the extension of .mdb..    

Emails Drop-down List

• the default setting of this parameter is Drop-Ship - Email

• choose a standard email template 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

Manual Faxing Drop-down List

• the default setting of this parameter is Drop-Ship - Manual Fax

• choose one of the standard fax report templates 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 to it, leaving the original template unchanged

• sets system parameter DropShipFaxTemplate

Auto Faxing Drop-down List

• the default setting of this parameter is Drop-Ship - Auto Fax

• choose one of the standard fax report templates 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 to it, leaving the original template

• sets system parameter DropShipAutoFaxTemplate

Mailing Drop-down List

• the default setting of this parameter is drop-ship - Mail

• choose one of the standard fax report templates 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 to it, leaving the original template unchanged

• sets system parameter DropShipMailTemplate

Add/Edit Email Templates Button

• click this button to open the Edit Email Templates screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) (Email Template Editor ) to create a new template or the make changes to existing email templates

Description of Page 2 of Drop Shipping Section

Figure 2: Store Setup Wizard - Drop Shipping, Page 2

Set the date shipped for drop shipped items

• sets system parameter DropShipSetDate

Mark drop shipped items as shipped

• sets system parameter DropShipShowAsShipped

Navigational Arrows

• 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

Wizard Section and Page Numbers

• 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

Help Button

• opens the Knowledge Base   

Cancel Button

• causes the program to prompt for confirmation before exiting the Store Setup Wizard

• 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

Save and Exit Button

• this button saves all changes that have been made before exiting the Store Setup Wizard

Additional Information

Created: 5/10/11

Revised: 9/4/12

Published: 04/13/16

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