Import Orders

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Overview

• The Import Orders screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is where the user transfers order information from a 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 into SEOM. This is accomplished directly via the internet or by a text file, exported from one or more of the integrated shopping cart types.

• Refer to the Shopping Cart Matrix to identify integrated shopping carts and the specific functions each cart supports.

• Shopping carts systems not in that list can still integrate with SEOM by purchasing a "Generic" shopping cart license. In this case, the user is responsible for creating and maintaining the integration scripts, based on the program specifications found in the Developer's Guide.

• To access the Import Orders screen, go to :

Main Menu>Process My Orders>Import My Orders

Main Menu> What would you like to do?>Import My Orders button

Before orders can be imported into SEOM, at least one shopping cart system must be defined.

Description of the Screen

Select Shopping Cart to Import From List Box

• this section contains the names of all shopping carts the user has defined within SEOM

Import via Internet Button

• after selecting a shopping cart from the list, click this button to begin a direct XML a mark-up language similar to HTML, except that it is used to structure data, not display it. XML is used to order data in such a way that it can be passed between applications with relative ease. order import

• this button can only be used if the shopping cart system supports direct XML imports, see the Shopping Cart Matrix for specific information about a given cart

Import from Text File Button

• place the order text file from the supported shopping cart system in the New Orders folder, specified in the system parameter NewOrderLocation

• click this button to start the text file import of order information

• see the Shopping Cart Matrix for specific information about a given shopping cart system

View Orders from Last Import Button

• click this button to open the Orders screen with the Orders from Last Import 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. applied and review the orders that were imported most recently  

Close Button

• click this button to exit from the Import Orders screen

Importing Orders

Performing a Direct Order Import

1. Open the Import Orders screen:

Main Menu>Process My Orders>Import My Orders

Main Menu> What would you like to do?>Import My Orders button

2. Select the appropriate shopping cart from Select Shopping Cart.

3. Click Import via Internet to start the import.

4. If this is the first time that order information is being imported from the web store, refer to First Import for more information about responding to the program prompts.

5. When the import process has been completed, the program provides a visual summary of the results. Click OK.

6. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu screen appears so you can select the printer (and tray) where the order paperwork and reports are printed.

7. (Optional) Select View Order from Last Import to review the most recently imported orders.

Performing a Text File Order Import

1. Obtain the text file from the web store and place it in the NewOrders folder. To determine the path to the NewOrders folder, view system parameter, NewOrderLocation.

2. Open the Import Orders screen:

Main Menu>Process My Orders>Import My Orders

Main Menu> What would you like to do?>Import My Orders button

3. Select the appropriate shopping cart from Select Shopping Cart.

4. Click Import via Text File to start the import.

5. If this is the first time that order information has been imported from a Web site, refer to First Import for more information about responding to the program prompts.

6. When the import process has been completed, the program provides a visual summary of the results. Click OK.

7. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu appears so you can select the printer (and tray) where the order paperwork and reports are printed.

8. (Optional) Select View Order from Last Import to review the most recently imported orders.

PCI-DSS Warning Message

If you receive a warning message during order import which states that full credit card information was passed from the shopping cart:

1. respond Yes to be warned about each order that contains full credit card data, or No to disable the warning for the duration of the current import
2. when the import is complete, you must cleanse the credit card information from the hard drive of the workstation that performed the import or you are not PCI Payment Card Industry compliant
3. the program will not import the full credit card number, so no action is required within Stone Edge, however, you may lose the ability to charge the customer for this order
4. even if DeleteDownloadTextFiles is set to TRUE, the data still resides on the hard drive until you use a tool such as Microsoft's sysInternals sDelete command. Refer to the Implementation Guide for more information.

This behavior may be the result of a customer using a stored credit card number in a non-PCI compliant version of the shopping cart.

Additional Information

Created: 3/14/12

Revised: 11/22/13

Published: 04/14/16