Multi-Order Processor

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Overview

• The Multi-Order Processor is used to process a group of orders in a batch, as opposed to processing a single order at a time, as is the case at the Process Orders screen.  

• The program provides a set of Quick Filters which are designed to limit the types of orders that are displayed at the Process Orders and Multi-Order Processor screens.

• Even when a list of orders is produced in the right-hand pane of the Multi-Order Processor, the user can still limit the orders that will be affected by selecting specific actions for specific orders.

• Some of the actions that can be performed at this screen are: approving orders, pre-authorizing or capturing credit card payments, setting actual ship dates, placing drop-ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. orders, adding printed order paperwork (invoices, packing slips or shipping labels) to the batch print queue, and sending confirmation or cancellation email to customers.

• A short summary is provided at the end of batch processing to indicate the success or failure of each function. (Number of orders reviewed, etc.) Check the Notes field for more information about any failures which occurred during batch processing.

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• To access the Multi-Order Processor, go to:  

Main Menu>Accordion>Process My Orders>Multi-Order Processor

Description of the Screen

Accordion

• found on the left-hand side of the screen, the Accordion is used to select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a group of orders for batch processing, view order data and start the batch processing cycle

• select a 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. from the drop-down list above the Accordion to add several orders to the batch list in the right-hand pane simultaneously

• use the Search tab of the Accordion to select individual orders to add to the batch by the OMS Order Number, the Web Order # or by a specific 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
• select Begin Search to locate records matching the specified criteria
• Advanced Search opens the Search for Orders screen where additional search criteria can specified
• the Clear List button removes all orders from the current batch list

• returns the Accordion to its default view

• this tab displays general order information, such as OMS Order #, Web Order #, the date the order was created, payment method and dollar total, etc., in the right-hand pane

• displays the customer billing and shipping information of all the orders in the right-hand pane

• displays customer Comments, Order Instructions or Gift Messages associated with the orders in the right-hand pane

• displays information related to the shipment of the orders, such as Shipping Method, Original Charge, Revised Charge, Published Weight, and Actual Weight in the right-hand pane

• displays payment information for the orders in the right-hand pane

• displays information related to payment transactions for all of the orders in the right-hand pane

• displays product information for the items on the selected order in the right-hand pane

• displays notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases., tasks or outgoing emails associated with the selected order in the right-hand pane

• this tab is not visible if custom order fields have not been defined
• it displays the content of any custom order fields defined by the user in the right-hand pane

• after adding orders to the batch list and selecting the actions to be performed, use the Process Orders tab to provide additional processing criteria and begin batch processing

• additional information that the program needs to know before beginning the batch processing cycle is:

• 1. • should the program attempt to fill orders with back ordered items or ignore orders that contain back ordered products

     • in what mode the credit card processing should be performed (capture, sale  or authorization)

     • should it set the actual or expected ship dates for the orders as they are processed and what date should be used

     • should some or all of the paperwork for the orders in the batch list be added to the batch print queue

     • if the program should send emails to customers or suppliers, what email template should be used

• after selecting a batch of orders, it is possible to send an email to the customers of those orders for marketing purposes without making any other batch processing selections by selecting the Send Bulk email for Orders Marked 'OK'

• displays the count of orders in each of the possible categories

• the red, yellow and green dots below the list of Current Filter categories represent the condition of the orders as defined by dot formulas program feature designed to help identify orders that are potentially fraudulent. Refer to Stop Lights. (stop lights refers to the small red, yellow and green circles which appear on the Process Orders screen, signalling problem orders, or orders that require special handling, etc. Stop lights must be configured by the user and are also referred to as "Dot Formulas".) created by the user; refer to the Knowledge Base topic, Dot Formulas for more information

• the Selected Order section shows the dot formula status of the order that is currently selected in the batch list

• Various processing actions can be selected for certain orders or for all orders.
• OK is approval processing, $ is payment processing, DS is creating drop-ship purchase orders and X is cancelling an order.
• To select an action for a specific order, click the check box of the appropriate action column in the row of the specific order.
• To select the same action for all orders in the list, use the OK, $, DS or X check boxes at the top of the screen.
• To select the OK, $, DS actions for all orders, use the Select All button

• selecting this check box makes the order eligible for approval processing when the Process Orders button on the Process Orders tab is clicked

• selecting this check box makes the order eligible for payment processing when the Process Orders button on the Process Orders tab is clicked

• selecting this check box makes the order eligible for the creation of drop-ship purchase orders when the Process Orders button on the Process Orders tab is clicked

• selecting this check box means the order will be subject to cancellation when the Process Orders button on the Process Orders tab is clicked

• this button selects all of the check boxes in the OK, $, and DS columns for all orders in the batch
• it does not affect the X (Cancel) check boxes

• this button deselects all of the check boxes in the OK, $, DS and X columns for all orders in the batch

• select these buttons to change the sequence in which the orders in the batch queue are sorted
• select a column to sort by and then select these buttons

• select this button to open the Enter Amount of Payment Received (Edit Credit Amount) screen and log a payment as "received" for the selected order

• this information is simply recorded in OMS ; no automated payment system transaction is involved

• opens the selected order at the Process Orders screen

• this button closes the Multi-Order Processor screen

Created:09/24/14

Revised: 04/14/16