Store Setup Wizard Miscellaneous

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Overview

• The Miscellaneous section of the Store Setup Wizard contains a variety of program settings, such as altering the screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) size, verifying addresses upon order import, or determining the manner in which returns, exchanges and RMAs are processed.

• This section also provides access points to more advanced tasks, such as creating custom fields, defining Kits and Assemblies, as well as setting up the Stack Controller the Stack Controller is a component of the program that is in charge of sending "posts," such as email, order status, and inventory updates from Monsoon OMS to various destinations. It can be configured to run on each PC that uses OMS (local - default setting), or it can be configured to run only on a single workstation in the complex (shared),.

• Additional explanatory text for each system parameter in the program can be found in the Parameter Text section of the 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. screen. For instructions how to set system parameters, review the Knowledge Base page, Set System Parameters.

Description of Page 1 of the Miscellaneous Section

Figure 1: Store Setup Wizard - Miscellaneous, Page 1

Default Order View

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the 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. that is applied when the Orders screen is opened

• the program provides a standard group of Quick Filters and it is also possible for users to create their own Quick Filters

Resize screens to make use of your monitor size Check Box

• check this box to take advantage of higher resolution monitors, otherwise all screens will be optimized for 600x800 resolution

• only has an effect on a few screens, such as Orders, Manual Orders and the POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. interface

• sets system parameter ResizeForms

Verify addresses when importing orders Check Box

• check this box to have the program verify addresses as orders are imported

• sets system parameter VerifyAddressesAtImport

Configure Custom Fields Button

• the program allows for the creation of several types of custom fields; for example, custom order fields can be used to import data from a checkout form at a 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

• click the button to open the Custom Field Setup screen

Define Kits Button

• click this button to create a special inventory SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory that is made up of multiple items
• refer to the Knowledge Base page, Define Kits for more information

Define Assemblies Button

• click this button to open the Work with Assemblies screen and create another type of special inventory SKU that contains multiple parts

• refer to the Knowledge Base page, Assemblies for more information

Description of Page 2 of the Miscellaneous Section

Figure 2: Store Setup Wizard - Miscellaneous, Page 2

Web Stack Location List Box

• choose Local to have each workstation participate in sending any order status or quantity on hand information to shopping carts or the Order Status System; this option one of the possible attributes of a product; for example, blue is an option for the color attribute of a product is fine for smaller businesses

• choose Shared to designate a single workstation as the sender of order status or quantity on hand information from Stone Edge to shopping carts or the Order Status System; to optimize the program's performance, select a workstation that is not heavily used by Stone Edge

•  sets system parameter WebStackLocation

Web Stack Controller Field

• this field is only applicable if the Shared Stack Controller will be used (WebStackLocation = Shared)

• enter the Windows Computer Name of the workstation that will act as the Shared Stack Controller

• sets system parameter WebStackController

Description of Page 3 of the Miscellaneous Section

Figure 3: Store Setup Wizard - Miscellaneous, Page 3

• When a check box is marked, it sets the corresponding system parameter to TRUE.

• Select a value from the drop-down lists, or type in a value in the text fields on this screen to have those values inserted into their corresponding system parameters.

Chart 1

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

• click this button to save all changes made before exiting the Store Setup Wizard

Additional Information

Created: 5/18/11

Revised: 10/11/12

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