Version 7.1
Version 7.1
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The Status Events feature of OMS allows users to specify which status codes, or "labels" are automatically applied to orders and/or line items when certain events occur, i.e., approving an order, logging a payment, returning a line item, etc. It also aids in searching for and cataloguing order and line item information.
The Status Events feature can be used for internal reference only, or it can send automatic updates to the Order Status System or certain shopping carts (depending on the cart's capability).
It is not necessary to purchase a subscription to the web-based Order Status System (OSS) to use the Status Events feature. The OSS add-on service was created as a solution for shopping carts that do not accept native status updates from OMS . When the OSS is purchased and configured correctly, OMS can transmit order status changes and tracking numbers (when available) in real-time to the Order Status Server, and/or an e-mail is sent to customers containing a link that directs the customer to the shipping vendor's web-based package tracking system where they can look-up the status of their order.
Before an item or order status is selected at the Status Change Events screen, the user must first create the labels using the List Maintenance screen. The List Maintenance screen can be accessed via:
Main Menu>Settings>Data Functions>List Maintenance
Main Menu>Settings>System Functions>Status Events>List Maintenance button
Page 2 of the Setup Wizard > Order Status System section, and select the Enter Status' button
Note: A default list of status labels can be loaded via the Store Setup Wizard> Order Status System>Load Default Status Events button. Be aware that changes made at the Status Events form take effect immediately. There is no "Undo" button to reverse the changes once they are made. Make a backup copy of the data file if a significant number of changes are going to be made.
To select an item or order status for an event, click in the appropriate cell in the Item Status or Order Status columns and select the appropriate status from the drop down list. If status updates can be received by your shopping cart, click the Notify Cart check box at the end of the row.
Tip: Having more than one status event configured to change the status of the item
or order to the same status label value may negate the sending of status updates
during Process Tracking Numbers. more...
Status Events screen
OMS updates the item and order status appropriately as each event occurs. For example, when you manually add a tracking number to an order at Process Orders, the Order Add Tracking Number event is triggered and updates the order's status to that which is selected on the Status Change Events screen, in this case, "Shipped". If a status is entered in the Item Status column, each item's status is also updated. If no status event is entered in either column, no action is taken. Similarly, if you set the Item Force Backorder event to update the Item Status to "Item Backordered" and the Order Status to "Some Items Backordered" when an item is put on backorder, the event triggers the system to change the status of the individual item on backorder as well as the status of the order itself.
Events that begin with "Drop Ship" or "Item" affect individual line items.
Events that begin with "Order" affect the entire order and its line items.
The program comes with a set of standard, or pre-defined status events. The following chart provides the event name and the action that will trigger the event.
EVENT |
OCCURS WHEN... |
Drop Ship Canceled |
A drop ship order is canceled at the Process Orders screen. |
Drop Ship Ordered |
A drop ship order is placed at the Process Orders screen. |
Item Add |
A line item is added to an order at the Process Orders screen. |
Item Cancel |
A line item is canceled at the Process Orders screen. |
Item Change Status |
This event is fired when the user manually changes the status of one or all line items on theOrder or Item Status tabs of the Process Orders screen (Main Menu>Accordion>Process My Orders>View and Process My Orders>Order tab>Order Status Link). Do not specify status labels for Item Status or Order Status in the Set Up Order & Item Status Events page of the Setup Wizard (Page 2 of Order Status System section). The values will be pulled from the order or item status at the time the event is fired. |
Item Exchange |
A line item is exchanged for another product at the Process Orders screen. Status will change for both the original order and the newly created order. |
Item Fill Backorder |
Backorders are filled at the Process Orders screen or at the Fill Backorders screen. Status will change for both the original and newly created orders. |
Item Return |
A line item is returned at the Process Orders screen. |
Item Revise |
A line item is revised at the Process Orders screen. |
Item Set Expected Ship Date |
The expected ship date is set for a line item or items. If a status label is not selected for this event, date information will not be included in the status update for the item. |
Item Set Actual Ship Date |
The actual ship date is set for a line item or items. |
Item Unreturn |
The return of a line item is reversed at the Process Orders screen. |
Order Add Tracking Number |
A new tracking number is manually entered at the Process Orders screen – (Main Menu>Accordion>Process My Orders>View and Process My Orders>Shipping tab). |
Order Approve |
An order is approved through the Process Orders screen, Web Import or Manual Orders. |
Order Cancel |
An entire order is cancelled at the Process Orders screen. |
Order Cancel Back Order |
A back order has been canceled. |
Order Change Status |
The user manually changes the status of an order at the Process Orders screen – Main Menu>Accordion>Process My Orders>View and Process My Orders>Order tab>Order Status Link) |
Order Credit Issued |
The user "Logs Credit Issued" or transmits a credit through the Payment Terminal. (Main Menu>Accordion>Process My Orders>View and Process My Orders>Payment tab>Log Credit). |
Order Edit Tracking Number |
Revisions are made to an existing tracking number. |
Order Force Backorder |
A backorder has been forced for an item in this order. |
Order Fill Backorder |
Backorders are filled at the Process Orders screen or the Fill Backorders form. Status will change for both the original and newly created orders. |
Order Import |
An order is imported from a text file or from the Internet. This is the first status applied. Subsequent events may follow immediately after import (such as Approved, Paid or Shipped) that will change the status again. |
Order Pack |
The order is closed following the packing of a box in the Packing form. |
Order Payment Edit |
The payment information is modified on the Process Orders screen. (Main Menu>Accordion>Process My Orders>View and Process My Orders>Payment tab). |
Order Payment Received |
A user "Logs Payment Received" or transmits a capture or sale from the Payment Terminal at the Process Orders screen. (Main Menu>Accordion>Process My Orders>View and Process My Orders>Payment tab). |
Order Payment Void |
A user transmits a "Void" via the Payment Terminal at the Process Orders screen. |
Order Set Actual Ship Date |
The actual ship date is set for the entire order (all line items). |
Order Unapprove |
An order is "Unapproved" at the Process Orders screen. |
Order Uncancel |
An order is "Uncanceled" at the Process Orders screen. |
Chart 1: Status Events Descriptions
When the Order Status System is in use, the program transmits the following information to a OMS server:
Bill To Name
Bill To Zip Code (for security purposes – not displayed)
Bill To Email Address (for security purposes – not displayed)
Bill To Phone Number (for security purposes – not displayed)
Ship To Name
OMS Order Number
Shopping Cart Order Number (if applicable)
Current Order Status
Line Item SKU
Line Item Product Name
Line Item Quantity Ordered
Line Item Quantity Shipped
Line Item Quantity Needed
Line Item Status
Note: For security purposes, payment and street address information is not transmitted to the server.
Created: 3/22/11
Revised: 9/23/14
Published: 04/14/16