Store Setup Wizard Order Processing

Use the Next Topic and Previous Topic arrows, and ,  in the Navigation Pane of the Knowledge Base to read the topics about the Store Setup Wizard in sequence. (The buttons are actually white on the black background of the Navigation Pane.)

Contents of this Topic: Show

Overview

Description of Page 1 of the Order Processing Section

Figure 1: Store Setup Wizard - Order Processing section, Page 1

Settings on Order Processing Section Page1

Corresponding System Parameter
Automatically approve these Web orders:  
 None ReviewAllOrders
 Orders that are Paid in Full ReviewAllOrders
Including those that have...  
Backordered Items ReviewPartialOrders
Customer Comments ApproveOrderswithComments
Instructions ApproveOrderswithInstructions
Items that will be drop-shipped ApproveOrderswithDropShips
Automatically Approve:  
Manually approved orders ApproveManualOrders
Orders created by the program to fill backorders ApproveBackorderOrders
Orders created by the program to fill exchanges ApproveExchangeOrders
Allow Approval of:    
Orders with a Balance Due AllowApproveWithBalanceDue
Orders with unresolved Reasons for Review AllowApprovewithOpenIssues

Chart 1

Description of Page 2 of the Order Processing Section

Figure 2: Store Setup Wizard - Order Processing section, Page 2

Order States Button

Approval Rules Button

Description of Page 3 of the Order Processing Section

Figure 3: Store Setup Wizard - Order Processing Section, Page 3

Settings on Order Processing Section Page 3

Corresponding System Parameter
What fields should the program use to identify incoming duplicate customer records?  
Search Field #1 CustomerSearchField1
Search Field #2 CustomerSearchField2
Search Field #3 CustomerSearchField3
Search Field #4 CustomerSearchField4
If there are no exact matches, but similar records, do you want the program to stop and ask the user if this is the correct customer? (Last Name and Zipcode) UseCustomerMatching
Also check the Bill To: Company Name CustomerMatchCheckCompanyName
When importing orders or customer records, if a matching email address is found, display possible matching customers and allow the user to select one? CustomerMatchConfirmEmails

Chart 2

Navigational Arrows

Wizard Section and Page Numbers

Help Button

Cancel Button

Save and Exit Button

Additional Information

Approval Rules

Matching New Records to Existing Customers

Order State  Rules

 

 

Created: 4/12/11

Revised: 9/5/12

Published: 04/13/16

Go to Top