Store Setup Wizard Multi Order Processor

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Overview

• The Multi-Order Processor section of the Store Setup Wizard is where the user chooses how the program behaves when processing orders in batch mode at the Multi-Order Processor screen synonymous with the Microsoft Access Form object or graphical user interface (GUI).

• This section of the Wizard contains a single page of settings, most of which establish the default values pre-populated in the Options for Batch Order Processing Multi-Order Processor screen. These values can be temporarily overridden by the user by manually over-typing the number of copies or changing the selections on the screen.

• The settings on this page correspond to 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. belonging to the Multi-Order Processor Parameter Group.

Description of Page 1 of the Multi-Order Processor Section

Figure 1: Store Setup Wizard - Multi-Order Processor Page 1

Default View Drop-down List

• this sets the default 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 will be applied when the screen is initially opened; it can be manually changed to a different Quick Filter once the form is opened, however

• refer to Quick Filters for more information about the standard group of filters provided with the program or how to create your own Quick Filters

Allow shipping method changes? Check Box

• check this box to permit the user to alter the shipping method that was assigned to the order when it was originally imported

• sets system parameter, MultiOrderAllowChangeShipping

Set actual date shipped for approved orders? Check Box

• check this box to have the Set the actual ship date check box selected by default on the Setup & Process tab of the Multi-Order Processor screen

• sets system parameter, MultiOrderSetShipDate

Include orders with Backorders? Check Box

• check this box to include orders which contain backorders in the batch processing; backorders are those items which are not currently in stock, but will be replenished shortly  

• sets system parameter MultiOrderIncludeBackorders

Defaults for what should be added to the Batch Printing Queue Section

The Batch Print Queue allows the user to batch and print the paperwork for a group of orders at a later date, rather than printing the paperwork as each order is approved. Refer to Batch Printing and DAZzle Batch Review for more information.

Number of invoices to print Field

• enter an integer in this field to determine the default number of copies of invoices that will be printed for each order; this sets the default value of the Invoices field on the Setup & Process tab of the Multi-Order Processor screen

• sets system parameter, MultiOrderInvoices

Number of packing slips to print Field

• enter an integer in this field to determine the default number of copies of packing slips that will be printed for each order; this sets the default value of the Packing Slips field on the Setup & Process tab of the Multi-Order Processor screen

• sets system parameter, MultiOrderSlips

Number of mailing labels to print Field

• enter an integer in this field to determine the default number of copies of mailing labels that will be printed for each order; this sets the default value of the Mailing Labels field on the Setup & Process tab of the Multi-Order Processor screen

• sets system parameter, MultiOrderMailingLabels

Add shipping labels to Batch Queue? Check Box

• check this box to have shipping labels that will be produced by one of the integrated shipping solutions added to the Batch Print Queue by default; this determines the default setting of the Shipping Labels check box on the Setup & Process tab of the Multi-Order Processor screen  

  UPS Online Tools

  ShipRush for UPS, FedEx or USPS

  Endicia DAZzle for USPS

   

• sets system parameter, MultiOrderShippingLabels

Default backorder filling mode Drop-down List

• choose one of the options in the list to determine the default setting of the If an order has any Backorders check box on the Setup & Process tab of the Multi-Order Processor screen

• the choices are:

• 1. Any - the Try to fill the order check box should be marked

  2. Only Complete  - the Only if it can be filled completely check box should be marked  

  3. None

Default credit card process Drop-down List

• choose one of the options in the list to determine the default setting of the Credit card mode for Processing Payments radio button on the Setup & Process tab of the Multi-Order Processor screen

• the choices are:

• 1. Capture

  2. Sale  

  3. Authorize (Pre-authorize on the Setup & Process tab radio button)

Default email template Drop-down List

• choose the email template that should be pre-selected in the Send this email template drop-down list on the Setup & Process tab of the Multi-Order Processor screen

Add/Edit Email Template Button   

• opens the Email Template Editor, where the user may alter existing or create new email templates

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: 5/12/11

Revised: 9/5/12

Published: 04/13/16

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