First Import

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Overview

• The First Order Import screen is only visible the first time that orders are imported from a given shopping cart.

• If the user adds more shopping carts, this screen is presented when orders are imported for the first time from the new shopping cart.

• The purpose of this screen is to allow the user to choose how OMS should treat the orders coming in from a web store. Make a selection and from that point forward, the program assumes that all imported orders have not been processed and should are considered "active", not "historical". If it is necessary to repeat this process, select the Import Old Orders operation in the Import My Orders category of the Main Menu Accordion.

  For instance, if the merchant has had an existing Yahoo! web store for years but has just recently started using the OMS , they may have thousands of orders that would be eligible to import. Most of those orders have already been processed and shipped, but how will OMS know that? By making the appropriate selection at this screen. Conversely, it may be appropriate for a brand new web merchant to choose to import all orders as active.

Description of the Screen

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.

3. 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.

3. 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