Order Manager
Version 8
Order Manager
Version 8
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This article outlines the basic steps that a new user of Monsoon Order Manager should follow after purchasing the program. This article is intended to be a general guide, not a step by step cookbook, and refers the reader to other sources of information for more detailed instructions, such as our Web site, the Knowledge Base, the Implementation Guide, or the Installation Guide.
So, you've purchased Monsoon Order Manager and are anxious to get the program up and running. Here are the steps that should be taken, in the most common order, to ensure the smooth installation and setup of the program:
Review the system requirements and make sure that your hardware meets or exceeds those specified on our Web site.
Review the system requirements for the software levels that are needed for Monsoon Order Manager. Make sure that those components are installed and have the latest maintenance available from the vendor applied. For instance, Microsoft Access is a requirement. View the system requirements page to determine supported versions of that software, and review the Microsoft Software book in the Knowledge Base to find any special requirements or instructions for your version of MS Access. Make sure that those instructions have been completed prior to installing the program. It is also advisable to review any Knowledge Base articles that pertain to the operating system that is installed on each workstation that will run Monsoon Order Manager.
Become familiar with the features of the shopping cart or carts that will be used with Monsoon Order Manager. Have all credentials available before beginning the installation of the program, as that information can be entered into the program through the Setup Guide.
If you plan to use drop-ship items, review system parameters DropShipShowAsShipped and DropShipSetDate.
Refer to the Monsoon Commerce Implementation Guide for information about other areas of your operating environment that need attention in order to be PCI compliant – before installing Monsoon Order Manager and the Payment Module. There is a link to the guide under the Additional Resources section of the Knowledge Base table of contents.
Run the installers for the Order Manager, the Fulfillment Manager and the Payment Module applications. Follow the instructions in the Implementation Guide and Installation Guide respectively.
Run through the Setup Guide when launching the Order Manager and the Fullfillment Manager for the first time to configure the minimal program settings and import data.
Import supplier, product, customer, and order information and familiarize yourself with the program by viewing the data at various screens. For example, review the Knowledge Base article, Processing Orders. This article is a general reference and may not suit the flow of every user's business. It is possible to perform some of the steps in a different sequence to meet your needs.
Configure the shipping software you will use, either an internal or external solution, according to the directions in the Knowledge Base.
Once you have been able to import and ship orders successfully, you may want to investigate other program features that were not covered in the Setup Guide, such as Status Updates and Real-time Inventory Synchronization, which depend on the capabilities of the shopping cart system.
If you want to track inventory at the attribute level and your shopping cart does not provide a unique SKU for each combination of a product's attributes, use Monsoon Order Manager to Build Sub-SKUs.
Customize e-mail templates for your business.
Explore the Multi-Order Processor, Purchase Order system, or other advanced program features. Refer to the User Guide or Knowledge Base for more information.
Setup maintenance procedures to back up the store data file and the Custom Reports database on a daily basis and send copies off site regularly.