Store Setup Wizard Order Processing

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Overview

This Knowledge Base topic discusses the Order Processing section of the Store Setup Wizard.
This section has three pages of settings that control the behavior of the program in relation to imported and manually entered orders.

Description of Page 1 of the Order Processing Section

Page 1 contains settings that determine what kinds of orders, if any, can be automatically approved.
It also controls whether the program will allow orders that have issues to be approved.
Review each parameter and make the selection that fits the users's work flow.
The most commonly used settings are the program defaults seen on the screen when the program is initially installed.

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

Page 2 covers Order States and Approval Rules, which enhance the users ability to automate the order approval process.
An order "state", such as "Hold" can be automatically assigned to orders when certain conditions are detected during order import, based on the Approval Rules created by the user.
Rules can be defined to automatically approve orders as well as change some order-related information, such as shipping method.

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

Order States Button

this button opens the Order State Rules screen, where the user can define their own order "states" and decide what functions can be performed against orders that are assigned to a given "state"

Approval Rules Button

this button will open the Order Approval Rules screen, where the user can define a set of criteria by which the program can determine that an order can be automatically approved, without human intervention

Description of Page 3 of the Order Processing Section

Page 3 contains settings that the program uses to identify an incoming customer record as an existing customer record, and whether it should inform the user and allow them to make the decision.
Choose a field from each of the drop-down lists or check the boxes to enable additional functionality.

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

are located at the bottom left-hand side of each page of the store setup wizard and can be used to navigate sequentially through the various sections

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

Approval Rules

Matching New Records to Existing Customers

Order State Rules

Created: 4/12/11

Revised: 9/5/12

Published: 04/13/16

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