Automating Order Processing PCI

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Overview

Monsoon Order Manager provides several mechanisms to automate order processing once you have become familiar with the program. Automation can be accomplished through the use of system parameters as well as Approval Rules. Minor automation rules can be established to save a few mouse selects here and there. Major automation rules can shave hours off the amount of time needed to fill and ship orders. Please review the automation techniques described below to find out which methods are right for you.

Automating order approval

Monsoon Order Manager can be configured to allow orders which have successfully completed all phases of import processing to be automatically approved, saving the user a significant amount of time over the alternate method of manually approving each order.

If an order does not complete all phases of import processing successfully, it is not automatically approved by the program. The user must manually review the reasons why it failed, take action to correct the problem, and manually approve the order. Orders can be manually approved at the Process Orders, Multi-Order Processor, or the Manual Orders screens .  

Enabling automatic order approval is accomplished by setting system parameter, ReviewAllOrders equal to FALSE. Refer to the Knowledge Base topic, Set System Parameters, for instructions.  

The system parameters in the chart below are also used to control the degree of order approval automation that the program can achieve.

 

Parameter Name Explanation
ApproveOrdersWithComments If TRUE, imported orders with Comments can be automatically approved (if all other rules are met).
ApproveOrdersWithDropShips Set to TRUE to have Monsoon Order Manager approve orders containing drop-ships (assuming all other rules met)
ApproveOrdersWithInstructions If TRUE, imported orders with Order Instructions can be automatically approved (if all other rules are met).

 

Automatically place drop-shipping orders (not recommended)

While it can be acceptable to automatically approve orders that include drop-ships, comments and/or instructions, assuming that those matters will be reviewed at another point in the organization's work flow, it is not advisable to automatically place drop-ship orders on import, unless absolutely confident in your fraud protection measures. See system parameter, DropShipAutoOrder.

If the following conditions are met, a customer can place an order for a drop-ship item and the purchase order is sent to the supplier without any human intervention on the part of the merchant:

Automating credit or debit card transactions

Capturing payment of authorized transactions when an order is manually approved

Orders manually approved at the Manual Orders screen

Orders manually approved at the Process Orders screen

Orders manually approved via the Multi-Order Processor screen

Automatically approving orders and capturing payment for pre-authorized transactions at import

Automatically approving orders and pre-authorizing transactions at import

Automatically approving orders and charging payments at import (no pre-authorization)

Shipping - minimizing manual changes required at Pack & Ship and QuickShip in FM

Additional information

Approval Rules

Manual Orders

Multi-Order Processor

Process Orders

Set System Parameters

 

Created: 3/17/11

Revised: 6/29/15

Published: 08/19/15