How to Use the Multi-Order Processor

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Accessing the Multi-Order Processor

 Main Menu>Accordion>Process My Orders>Multi-Order Processor

Example 1: Process a group of orders (approve, capture payment, send confirmation e-mails, etc.)

1. Choose one or more of the following methods to build a list of orders:

   1. Select an entry from the Filter drop-down list to add all of those order to the batch list in the right-hand pane.

   2. Select the Search tab on the accordion to search by Order Number, Web Order # and/or Shopping Cart. Enter a value in the Web Order # along with a selection from the Shopping Cart drop-down list to add a single Web order to the batch list in the right-hand pane. (If no order number is provided, all orders from the selected Shopping Cart will be added to the batch list). Select Begin Search to add matching orders to the batch list. The program asks whether to clear the orders currently in the batch list before adding the new records.

      

   3. The Advanced Search button opens the Search for Orders (Orders Filter) screen where the user can choose additional fields from which to build the list of orders.

      

      Search for Orders: Standard Fields tab

       

       

2. Once the list of orders is created, the user may manually select the actions to be performed for each order, or they can use the check boxes across the top of the screen to select actions to be performed for all orders in the current batch list.

For example, let's select All Pending (not approved yet) as the Quick Filter to produce our list of orders.

Looking at the image above, we see that all of the orders in the batch have been selected for approval processing, none have been selected for drop-ship purchase order processing or cancellation, and single order 1061 is selected for payment processing.

To select an action for all of the orders in the batch list, the user could either manually check the boxes in the OK, $, DS, X columns for each of the orders, or they could check the OK, $, DS, X boxes at the top of the screen to select all orders in the batch for those processing actions.  

3. The next step is to select on the Process Orders tab and choose any of the additional processing options:

   1. Check the Try to fill the order check box if the program should attempt to fill any backordered items on the orders before processing the order. To process orders that may still contain backordered items after-the-fact, select the box labeled Include orders that still have Backorders? box at the bottom of the pane.

   2. If payment check boxes have been selected in the $ action column, choose the appropriate mode that the program should use, Capture, Pre-Authorize or Sale. The program can only operate in one payment mode at a time. The user can use filters to batch "like" orders together.

   3. Order paperwork can be added to the batch print queue during the batch processing cycle by over-typing the zeros in the Invoices and Mailing Labels fields with the desired number of copies of each report.

   4. If a confirmation email is sent to each customer, select the Send this Email Template box and choose a template from the drop-down list.

4. Once these choices are made, select the Process Orders button to start processing all orders in the batch.

5. While the program is processing the selected orders, there will be a blue progress bar in the lower left-hand corner of the screen. When processing is completed, the program displays a summary of the results.

Example 2: Send bulk e-mail to customers for marketing purposes only (no order processing)

An alternate method for sending bulk email to customers is through the Multi-Order Processor screen, as opposed to the Customer Export Setup screen. The Multi-Order Processor screen offers additional filtering criteria for producing the target list of orders beyond those that are available at the Customer Export Setup screen.

1. Choose one or more of the following methods to build a list of orders:

   1. Select an entry from the Quick Filter drop-down list to add all of those order to the batch list in the right-hand pane.

   2. Select the Search tab on the Accordion to search by Order Number, Web Order # and/or Shopping Cart. Enter a value in the Web Order # along with a selection from the Shopping Cart drop-down list to add a single Web order to the batch list in the right-hand pane. (If no order number is provided, all orders from the selected Shopping Cart will be added to the batch list). select Begin Search to add matching orders to the batch list. The program will prompt the user whether to clear the orders currently in the batch list before adding the new records.

      

   3. The Advanced Search button opens the Search for Orders (Orders Filter) screen where you choose additional fields from which to build the list of orders.

      

      Search for Orders: Standard Fields tab

       

       

2. Once the list of orders is created, select the "OK" column of each of the orders in the list for which an e-mail message is sent.

3. On the Process Orders tab, select Send this Email and choose the e-mail template to use from Send this email template.

4. Select Send Bulk Email for 'OK' Orders at the bottom of the pane.

5. A count of -emails sent and bad e-mail addresses is displayed. Select OK to continue.

6. The program asks if it should clear the check marks from the OK column. Respond OK to proceed or NO to leave the OK boxes checked.

Additional information

Created: 4/30/21

Revised: 8/10/15

Published: 08/19/15