Process Orders: Order

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Overview

• At the top of the Accordion in the left-hand pane there are three small tabsMenu, List, Search which change the content of the Accordion itself.

  

   

• Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the List Tab to produce a list of orders matching the current 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., or choose the Search Tab to look for orders based on criteria entered by the user. Select the Menu Tab to return to the default view of the Accordion.

• The remaining tabs change the contents of the right-hand pane and reveal a list of other related screens to view or actions to be performed. For example, select the Order Tab to reveal a list of relevant operations within the Accordion and view Order Detail information in the right-hand pane.

  Recalculate

  Reorder

  Add Order

  Send Email

  Order Review Reasons

  Comments & Instructions

  Order Status

  Snapshot

  Order

  Items

  Payment

  Shipping

  Customer

  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.

  Custom

• Although the Order and Item Tabs both display the same order detail information in the right-hand pane by default, the related operations in the Accordion are different.

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

Main Menu Accordion>Process My Orders>View and Process My Orders>Order

Main Menu>What would you like to do?>Process My Orders>View and Process My Orders>Order

Description of the Process Orders: Order Screen

Accordion Tabs

Menu

• the default view of the Accordion

• select this tab to return to the Menu view after using the List or the Search tabs

List

• produces a list of orders based on the currently selected Quick Filter located above the Accordion

Search

• enter data in one or more of the fields on this form to produce a list of orders match that criteria

Accordion Order Operations

Recalculate

1. • click this button to instantly recalculate the charges on the order

Reorder

1. • when this button is clicked, the program opens the Reorder/Reship screen where a new order for the current customer can be created or an item or items on the current order can be quickly re-ordered or re-shipped to the customer   

Add Order

1. • create a new manual order for the current customer or for a completely different customer

Send Email

1. • opens the Send Email screen, where the user can select a recipient, optionally add a BCC to the message, select the template used for the email message, optionally add an attachment and finally send the email

Order Review Reasons

1. • changes the detail in the right-hand pane to show any reasons the order may have not been automatically approved by the program

Comments & Instructions

1. • changes the detail of the right-hand pane to show customer comments, order instructions, gift messages, etc.

Order Status

1. • changes the detail of the right-hand pane to show current order status as well as item status and ship dates

Order Details in the Right-hand Pane

Summary Progress Bar

1. • a visual representation of the status of each significant processing phase

     Inventory Allocation

     Payment

     Order Approval

     Shipment

     Complete/Incomplete

     Balance Due/Paid in Full/Credit Due

     Approved/Unapproved

     Shipped/Not All Shipped

Approve Button

1. • opens the Approval Options screen, where the user can manually approve an order Indicate that an order is ready to ship, i.e. payment has been collected, any necessary drop ship orders have been placed, etc. If an order is approved, both the Approve and Complete checkboxes are checked on the Process Orders screen., set the shipping date, select the email template to use if a confirmation email is sent to the customer, and print the order's paperwork  

Cancel Button

1. • used to cancel or delete an order

   • this button is only visible if system parameter AllowCancelOrders is set to TRUE  

Print Button

1. • opens the Print Paperwork screen where the user can print sales receipts (invoices), packing slips, mailing labels and shipping labels, if integrated shipping software is being used

Line Item Details Datasheet

• lists each SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory on the order and includes the item name, quantity , prices, etc.

• scroll to the right to see all fields of information related to the line items

Addresses Tab

• shows the customer contact information associated with the order, such as billing and shipping addresses, phone numbers and email addresses

• select the Order State link to assign a special status to the current order, such as layaway, hold, sale or a user-defined value

• W/M or POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. radio buttons determine if the order should be considered a web or manual order versus a Point-of-Sale order

• the Product Total line shows the Original and Revised totals for just the items purchased — it does not include shipping or taxes, etc.

• select the Charges link to add or change any surcharges applied to the order

• select the Discounts link to add or change a discount applied to the order   

• select the Coupons link to add or change a coupon applied to the order

• select the Tax link to add or change the tax rate applied to the order

• select the Shipping link to change the shipping method or fess for the order

• the Grand Total line shows the total dollar amounts charged against the order in the Original and Revised columns; it is the sum of all charges, discounts, coupons, taxes and shipping fees and product prices

• Exp./Act. Net shows the expected and actual net figures for the order, if system parameter ShowNetFigures is set to TRUE

  this field is only based on the line items that have been marked as shipped and any payments that have been received

  this field is based on the entire order total and assumes full payment; it represents the total selling price of the products that were sold on the order minus the sum of the total cost of the products plus the shipping costs

Miscellaneous Tab

• optionally select a Salesperson to get credit for the sale from the drop-down list

• Ordered: field shows the time and date on which the order was placed

• Approved: field shows the date on which the order was approved

• Entered: field shows the date on which the order was entered into SEOM

• Source: field indicates the manner in which the order was entered into SEOM

  Web

  Manual

  Point-of-Sale

• Refer: field: select this field to choose a pre-defined referral source to associate with this order

Additional Information

Created: 12/22/10

Revised: 4/24/14

Published: 04/14/16