Deleting Bad Company Names

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Overview

• If you use a shipper that charges different rates for residential and commercial deliveries, you may want to check for "bad" or "invalid" company names, such as Self, Home, N/A or None, on imported orders so you do not incur unnecessary expenses.

• Use the List Maintenance feature to build a list of company names for the program to look for and delete as orders are imported from your shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information.

• Both the Ship To and Bill To company name fields are checked. If any of the "bad" company names are found in these fields, they are omitted from the order.

• The Company Name fields are the only fields in the order information affected by this process.

Configure SEOM to Check for Bad Company Names

1. Build a list of names to delete by going to Main Menu > Settings > Data Functions  List Maintenance.

2. Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation Company Names to Delete from Select List.

3. Enter a name in the text field at the bottom of the screen synonymous with the Microsoft Access Form object or graphical user interface (GUI).

4. Click Add/Edit to add the name to List Entries.

5. Repeat steps 3-4 as often as necessary.

6. Go to Main Menu > Settings > System Functions > Set 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..

7. In the Orders parameter group, select parameter CheckCompanyNames and set it to TRUE.

Additional Information

Created:

Revised: 8/2/12

Published: 04/13/16