Order Manager
Version 8
Order Manager
Version 8
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If you use a carrier that charges different rates for residential and commercial deliveries, you may want to check for "bad" or "invalid" company names, such as Self, Home, N/A, or None, on imported orders so you do not incur unnecessary expenses. An order with a value in the Company Name field is considered to be a commercial delivery rather than a residential delivery. Customers may enter bogus information in this field while placing an order, and that information is imported into Monsoon Order Manager along with the rest of the order.
Use the List Maintenance feature to build a list of invalid company names for the program to detect and delete as orders are imported from your shopping cart.
Both the Ship To and Bill To company name fields are examined. If any of the designated "bad" company names are found in these fields, they are omitted from the order.
The Company Name fields are the only fields in the order information affected by this process.
Build a list of names to delete by going to Main Menu>Settings>Data Functions>List Maintenance.
Select Company Names to Delete from Select List.
Enter a name in the text field at the bottom of the screen.
Select Save to add the name to List Entries.
Repeat steps 3-4 as often as necessary.
Go to Main Menu>Settings>System Functions>Set System Parameters.
In the Orders parameter group, select parameter CheckCompanyNames and set it to TRUE.
Select Save.
Created:
Revised: 7/9/15
Published: 08/19/15