First Import

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Overview

Description of the Screen

First Import

 

To determine how OMS should select and process orders initially imported from the shopping cart, choose one of the following methods:

  1. If the orders being imported from your shopping cart are all new orders and have not already been processed and shipped, click No. The program begins the import process. All orders are considered "unapproved" once they are imported into OMS .

  2. If the range of orders to be imported is comprised of both new, unprocessed orders, as well as previously processed orders, click Yes.

    1. The Select a Date screen opens.

    2. Click a date on the calendar, or choose Today or Tomorrow to tell OMS that orders up to and including the selected date have been processed. Those orders are marked as "Approved" in OMS . Any orders placed after the date specified are considered to be unprocessed and are marked "Unapproved" () in OMS .

    3. Click OK to begin the import.

  1. Optional: Some shopping cart systems permit you to restrict the number of orders to be downloaded by entering a starting web order number in the Enter Order Number box. The program only imports orders with order numbers greater than the order number that is entered here. A starting date must also be entered.

    1. The Select a Date screen opens.

    2. Click on a date on the calendar, or choose Today or Tomorrow, to tell OMS that orders up to and including the selected is date are already processed. Those orders are marked as "Approved" on import. Any orders placed after the specified date are considered not processed and are marked "unapproved" in OMS .

    3. Click OK to begin the import.

To abort the initial order import process before it is started, click Cancel to exit this screen without taking any action.

Additional Information

 

Created: 3/22/11

Revised: 9/18/12

Published: 04/14/16