Process Orders: Comments & Instructions

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Overview

• The Comments & Instructions tab contains related information provided by the customer or the OMS user.

• The information on this tab is identical to the information found on the Process Orders: Customer tab

• It may contain ordering instructions, comments or gift messages imported from the 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, or a note the user would like to print on the Sales Receipt synonymous with the Monsoon Commerce "invoice report".

• To view this screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) go to:

Main Menu>Accordion>Process My Orders>View and Process My Orders>Order>Comments & Instructions

Description of the Comments & Instructions Screen

Bill To

• contains the name, address, phone number, email address and the OMS customer ID of the person that placed the current order

Ship To

• contains the name, address, phone number, email address of the person to whom the order will be delivered

IP, etc.

• if the shopping cart system provides the IP address associated with this order, it will be populated in this field

Add to Email List check box

• this field cannot be changed by the user; it is only used by one or two of the older shopping cart systems and will be marked automatically if the shopping cart system supports that feature

• if checked this field can then be used to exclude this customer from bulk emails sent to patrons via the Customer Export Setup screen.  

Market Cust ID

• this field was added for Monsoon Shopping Cart integration and contains the Customer ID from the Market where the order originated

Fraud

• this field is populated with the single, high-order digit of the score assigned by MaxMind Fraud Prevention Services — for example, a score of 650 is displayed as 6

• the higher the number, the greater the risk of fraud

• requires an additional subscription fee through MaxMind and the shopping cart system must provide the IP address from which the order was placed

Ordering Instructions

• if the shopping cart is able to send order instructions provided by the customer to OMS , they will be stored in this field

Customer's Comments

• if the shopping cart is able to send comments provided by the customer to OMS , they will be stored in this field

Gift Message

• if the shopping cart sends gift messages provided by the customer to OMS , they will be stored in this field

Note to Print on Sales Receipt

• the user can manually add a note to print on the customer's sales receipt

Edit Buttons

• click the [Edit] button next to the Bill To, Ship To or IP, etc. fields to change the data stored in those fields

• click the [Edit] button below the Ordering Instructions, Customer's Comments, Gift Message, or 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. fields to change the information in those fields

Phone

• allows the user to dial a telephone number in any of the Phone fields by placing the cursor in the appropriate field and clicking the phone icon

• Windows must be configured to dial a phone connected to the workstation

• system parameter ShowPhoneButtons must be set to TRUE

• this icon is only visible when the parameter is set to TRUE

Validate Buttons

• click the buttons next to the Bill To or Ship To fields to verify those addresses against the USPS database (service provided courtesy of Endicia)

Additional Information

Created:

Revised:

Published: 04/14/16