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Overview

What would you like to do? section contains a series of shortcut buttons to choose an activity.

Alternately, select a functional area of the program from the accordion on the left of the screen to see a list of related activities. Select an entry in the list to go to a particular function screen or perform an activity.

Today's Data shows the running totals of the current day for different activities. Select a gray button to view more details about each category of orders.

When a category of orders is selected, you can select the View My Orders button which opens the Process Orders screen showing all of your orders.

When a category of orders is selected, choose an individual order and select the View Selected Order button to see that order in the Process Orders screen.  

To close the entire program, select the Exit button in the upper right-hand corner of the Main Menu.

See the Main Menu when security is off...

Description of the screen

Upper Right-hand Corner

• Log Off  – opens the Logon screen to switch to a different UserID, when the internal security system is enabled

• Switch Stores – opens the Select Store screen to connect to another Store Data File

• Tasks – opens the View Notes & Tasks screen; the Security System must be enabled to assign tasks to users, but Notes are always functional

• Exit – closes the program

Accordion

The accordion on the left-hand side of the screen displays the functional areas of the program. Each functional area in the Accordion has its own list of activities which are displayed when selected.

Some of the major screens require you to select Close in the upper right-hand corner to return to the Main Menu.

If there is no Close button, simply select another location in the Accordion to navigate to other locations.

Select Main in the lower left-hand corner to reset the accordion to the default view.

Some popup screens that have no Close button can be exited by selecting the X in the upper right-hand corner.

Import

• import orders from a web store

Process My Orders

• perform order processing on an order by order basis

Create a New Order

• manually add a new order to the system

Manage My Inventory

• manually enter product and supplier information through a user interface
• import product and supplier information from a text file
• create purchase orders for inventory

Manage My Customers

• manually enter customer information through a user interface
• import customer information from a text file
• send e-mail to customers

Run My Reports

• view and print reports
• view store-specific information at the dashboard

Quick Clicks

What would you like to do?

• contains a series of shortcut buttons which open specific function screens

  Import My Orders

  Process My Orders

  Create a New Order

  Manage My Inventory

  Manage My Customers

  Run My Reports

   

   

• most of the shortcut buttons offer a choice as to the specific form opened through the Settings screen (Main Menu>Settings)

• to return to the Main Menu from most function screens, select Close or X button in the upper right-hand corner

• if there is no Close button, use the Accordion menu or the Main and Settings buttons to navigate to other areas of the program

Today's Data

• shows the running totals of the current day's activities

• select one of the gray buttons to view items in each category  

• the View My Orders button opens the Process Orders screen, showing a list of orders matching the currently applied Quick Filter

  • • All Orders - displays every order within the system

    • Today’s Pending Orders - shows only orders that were imported or manually entered on the current day, which have not yet been approved

    • All Pending (not approved yet) -  provides a list of all unapproved orders within the system, regardless of when they were entered

    • Complete, Pending orders -  displays all unapproved orders that are ready to be shipped to the customer; meaning that all items on the order are available (contains no backorders) and that purchase orders for any drop-ship items on the order have been created

    • Orders on Hold - displays a list of orders that have an Order State of "On Hold" as seen in the lower right-hand corner of the Orders screen    

    • Incomplete (open BO's or drop-ships) - displays a list of orders that are not ready to be shipped due to open backorders or un-placed drop-ship orders

    • Incomplete, paid by CC or COD - displays a list of orders that are not ready to be shipped, but have been paid by credit card or COD

    • Backorders to be Filled - shows a list of orders in which the Quantity Needed column contains a value greater than zero; except in any line items for products that are normally drop-shipped.  

    • Drop-ships to be Ordered - displays orders containing drop-ship products that have not yet been ordered from the supplier

    • Drop-ships missing Date Shipped - produces a list of orders containing drop-ship items that do not yet have a ship date set

    • Stock items to be Filled - lists any orders that contain at least one non-drop-shipped item for which the DateShipped field is Null, the Quantity Shipped is >1, and the Quantity Needed = 0

    • All orders missing Date Shipped -  shows all orders within the system that do not yet have a ship date set

    • Approved orders with no Date Shipped - displays all approved orders within the system that do not yet have a ship date set

    • Orders from Last Import - produces a list of orders that were created during the last import session

    • All Orders with No Tracking #'s - limits the view to a group of orders which do not have at least one tracking number associated with them, regardless of their status

    • Approved Orders with No Tracking #'s - limits the set of records that are displayed to those which have been approved but do not have at least one tracking number associated with them

    • Non-Externally Fulfilled Orders with no Tracking #'s - all orders which are fulfilled outside of the Order Manager that have no tracking information

    • Non-Externally Fulfilled Approved Orders with No Tracking #'s - Approved orders which are fulfilled outside of the Order Manager that have no tracking information

    • Orders with Externally Fulfilled Items - all orders that contain line items that are fulfilled outside of the Order Manager

   

  Read more about Quick Filters...

• the View Selected Order button displays just the single, selected, order at the Process Orders screen

Lower Left-hand Corner

• Main – returns to the default view of the Main Menu

• Settings – change the default settings of the What would you like to do? shortcut buttons and Quick Clicks, or access setup and back-office tasks

• Info – summary of Company & Connections information, which can be sent to Monsoon Commerce (optional)

• Help – provides the program version information, as well as links to the other resources and available forms of support

Additional information

Created: 2/12/12
Revised: 8/18/15

Published: 08/19/15