Multi-Order Processor

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Overview

• The Multi-Order Processor is used to process a group of orders in a batch, as opposed to processing a single order at a time, as is the case at the Process Orders screen.  

• The program provides a set of Quick Filters which are designed to limit the types of orders that are displayed at the Process Orders and Multi-Order Processor screens.

• Even when a list of orders is produced in the right-hand pane of the Multi-Order Processor, the user can still limit the orders that will be affected by selecting specific actions for specific orders.

• Some of the actions that can be performed at this screen are: approving orders, pre-authorizing or capturing credit card payments, placing drop-ship orders, adding order paperwork (invoices) to the batch print queue, and sending confirmation or cancellation emails to customers.

• To access the Multi-Order Processor, go to:  

Main Menu>Process My Orders>Multi-Order Processor

Description of the Screen

Accordion

• found on the left-hand side of the screen, the Accordion contains tabs which display different types of information about the order(s) in the batch (filtered), as well as a breakdown of the Current Filter Totals

•  

Filter Drop-down List

• select a Filter from the drop-down list above the Accordion to add multiple orders to the batch list displayed in the right-hand pane

Search Tab

• use the Search tab of the Accordion to find specific orders to add to the batch by their Monsoon Order Manager Order Number, the Web Order # or by a specific Shopping Cart
• select Begin Search to locate records matching the specified criteria
• Advanced Search opens the Search for Orders screen where other order information can be specified as search criteria
• the Clear List button removes all orders from the current batch list

Menu Tab

• returns the Accordion to its default view

Orders Tab

• this tab displays general order information, such as Monsoon Order Manager Order #, Web Order #, the date the order was created, payment method and dollar total, etc., in the right-hand pane:

Monsoon Order Manager Order Number

Web Order # (the number assigned to the order by the shopping cart system from which it originates)

Date the order was placed

payment method that was used to purchase the products

original price total of the order, the final price total of the order

Balance (if one is still outstanding)

AVS code, the CVV2 code

whether the order has been approved, cancelled or marked as complete within Monsoon Order Manager

reasons that the order may not have been automatically approved and needs to be manually reviewed

current order status

name of the originating shopping cart

email address of the buyer

Monsoon Order Manager Order State, if any has been applied to the order

• displays the customer billing and shipping information of all the orders in the right-hand pane

• displays customer Comments, Order Instructions or Gift Messages associated with the orders in the right-hand pane

• displays information related to the shipment of the orders, such as Shipping Method, Original Charge, Revised Charge, Published Weight, and Actual Weight in the right-hand pane

• displays payment information for the orders in the right-hand pane

• displays information related to payment transactions for all of the orders in the right-hand pane

• displays product information for the items on the selected order in the right-hand pane

• displays notes, tasks, or outgoing emails associated with the selected order

• this tab is not visible if custom order fields have not been defined
• it displays the content of any custom order fields defined by the user in the right-hand pane

• after adding orders to the batch list and selecting the actions to be performed, use the Process Orders tab to provide additional processing criteria and begin batch processing

• additional information that the program needs to know before beginning the batch processing cycle is:

• should the program attempt to fill orders with backordered items or ignore orders that contain backordered products

• in what mode the credit card processing should be performed (capture, sale  or authorization)

• should the program send emails to customers or suppliers, what email template should be used

• after selecting a batch of orders, it is possible to send an email to the customers of those orders for marketing purposes without making any other batch processing selections by selecting the Send Bulk email for Orders Marked 'OK'

• displays the count of orders in each of the possible categories

• the red, yellow and green dots below the list of Current Filter categories represent the condition of the orders as defined by dot formulas ( stop lights ) created by the user; refer to the Knowledge Base topic, Dot Formulas for more information

• the Selected Order section shows the dot formula status of the order that is currently selected in the batch list

• Various processing actions can be selected for certain orders or for all orders.
• OK is approval processing, $ is payment processing, DS is creating drop-ship purchase orders and X is cancelling an order.
• To select an action for a specific order, select the check box of the appropriate action column in the row of the specific order.
• To select the same action for all orders in the list, use the OK, $, DS or X check boxes at the top of the screen.
• To select the OK, $, DS actions for all orders, use the Select All button

• selecting this check box makes the order eligible for approval processing when the Process Orders button on the Process Orders tab is selected

• selecting this check box makes the order eligible for payment processing when the Process Orders button on the Process Orders tab is selected

• selecting this check box makes the order eligible for the creation of drop-ship purchase orders when the Process Orders button on the Process Orders tab is selected

• selecting this check box means the order will be subject to cancellation when the Process Orders button on the Process Orders tab is selected

• this button selects all of the check boxes in the OK, $, and DS columns for all orders in the batch
• it does not affect the X (Cancel) check boxes

• this button deselects all of the check boxes in the OK, $, DS and X columns for all orders in the batch

• select these buttons to change the sequence in which the orders in the batch queue are sorted
• select a column to sort by and then select these buttons

• select this to open the Enter Amount of Payment Received (Edit Credit Amount) screen and log a payment as "received" for the selected order

• this information is simply recorded in Monsoon Order Manager; no automated payment system transaction is involved

• opens the selected order at the Process Orders screen

• closes the Multi-Order Processor screen

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