Process Orders: Customer

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Overview

• At the top of the Accordion in the left-hand pane there are three small tabsMenu, List, Search which change the content of the Accordion itself.

  

   

• Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the List Tab to produce a list of orders matching the current Quick Filter Pre-defined queries provided with the program which are used to produce a limited group of orders that match the set of criteria specified in the query. The names of the Quick Filters generally reflect their criteria, for example, Orders On Hold produces a list of orders that are currently in Hold status., or choose the Search Tab to look for orders based on criteria entered by the user. Select the Menu Tab to return to the default view of the Accordion.

• The remaining tabs change the contents of the right-hand pane and reveal a list of other related screens to view or actions to be performed. For example, select the Customer Tab to reveal a list of relevant operations within the Accordion and view Customer contact information and comments or instructions in the right-hand pane.

  View Customer

  Filter Orders

  Assign to Different Customer

  Create New Customer

  Send Email

  Show RFM Data

  Snapshot

  Order

  Items

  Payment

  Shipping

  Customer

  Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases.

  Custom

• To access this screen synonymous with the Microsoft Access Form object or graphical user interface (GUI):

Main Menu Accordion>Process My Orders>View and Process My Orders>Customer

Main Menu>What would you like to do?>Process My Orders>View and Process My Orders>Customer

Description of the Process Orders: Customer Screen

Process Orders: Customer Accordion Operations

View Customer

• opens the Customers screen where customer records are viewed and edited

Filter Orders

• filters the group of orders to include only  those of the current customer

• to remove the filter, select one of the Quick Filters from the drop-down list at the top of the Accordion

Assign to Different Customer

• opens the Search for Customers and Select a Customer screen to allow the user to change the customer record associated with the current order

Create New Customer

• prompts the user to decide whether to use the billing or shipping address of the current order when creating a new customer record

Send Email

• opens the Send Email screen where the user can manually enter the text of the email or they can choose an email template to generate the email message that is sent to the customer

Show RFM Data

• this link opens the RFM data screen where the customer's recent order information is displayed

Right-hand Pane

Bill To

• contains the name, address, phone number, email address and the SEOM customer ID of the person that placed the current order.

Ship To

• contains the name, address, phone number, email address of the person to whom the order will be delivered

IP, etc.

• if the 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 system provides the IP address associated with this order, it will be populated in this field

Add to Email List check box

• this field cannot be changed by the user; it is only used by one or two of the older shopping cart systems and will be marked automatically if the shopping cart system supports that feature

• if checked this field can then be used to exclude this customer from bulk emails sent to patrons via the Customer Export Setup screen.  

Market Cust ID

• this field was added for Monsoon Shopping Cart integration and contains the Customer ID from the Market where the order originated

Fraud

• this field is populated with the single, high-order digit of the score assigned by MaxMind Fraud Prevention Services — for example, a score of 650 is displayed as 6

• the higher the number, the greater the risk of fraud

• requires an additional subscription fee through MaxMind and the shopping cart system must provide the IP address from which the order was placed

Ordering Instructions

• if the shopping cart is able to send order instructions provided by the customer to SEOM, they will be stored in this field

Customer's Comments

• if the shopping cart is able to send comments provided by the customer to SEOM, they will be stored in this field

Gift Message

• if the shopping cart sends gift messages provided by the customer to SEOM, they will be stored in this field

Note to Print on Sales Receipt

• the user can manually add a note to print on the customer's sales receipt synonymous with the Monsoon Commerce "invoice report"

Edit Buttons

• click the [Edit] button next to the Bill To, Ship To or IP, etc. fields to change the data stored in those fields

• click the [Edit] button below the Ordering Instructions, Customer's Comments, Gift Message, or Notes fields to change the information in those fields

Phone

• allows the user to dial a telephone number in any of the Phone fields by placing the cursor in the appropriate field and clicking the phone icon

• Windows must be configured to dial a phone connected to the workstation

• system parameter ShowPhoneButtons must be set to TRUE

• this icon is only visible when the parameter is set to TRUE

Validate Buttons

• click the buttons next to the Bill To or Ship To fields to verify those addresses against the USPS database (service provided courtesy of Endicia)

Additional Information

Created: 1/3/11

Revised: 3/22/12

Published: 04/13/16