Monsoon OMS Settings

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Overview

Setup and back-office functions are accessed through the accordion on the left of this screen.

The default preferences for the What would you like to do? shortcut buttons on the Main Menu are set here as well.

You can also make changes to the Quick Clicks here.

Changes made at this screen take effect immediately and only apply to the local workstation.

Description of screen

Monsoon OMS Settings (accordion)

Data Functions

Accounting Export Setup

• opens a screen where you configure settings for using QuickBooks or another accounting system to work with  Monsoon OMS

Assign Carts to Orders

• this should only be visible when you are upgrading from a very old version of the program (lower than V4) and is used to associate orders with a shopping cart

Bronto Contact Export

• select an Action to perform and click Export  
• optionally Apply Filter to limit the data affected by List Name and/or Notify e-mail
• requires a subscription to Bronto Professional and you must enter your account information, etc. into the Bronto parameters in Monsoon OMS

Clear Transaction Flag

• a flag is set during payment transmission, and is cleared when the transaction completes successfully

• if a response is not received from a payment gateway for any reason, the flag remains set and you have to clear it before you can attempt to transmit the payment again

• before executing this, login to the payment gateway/processor and confirm the payment was not yet processed

Export Accounting Data

• preview accounting data before sending it to your accounting application
• select the kind of data to send to the accounting application and export it
• requires configuration of accounting information in Monsoon OMS

List Maintenance

• configure the lists the program uses various purposes here

Payment Methods

• view or add to the list of payment methods you accept

Setup Custom Fields

• define custom order, inventory, supplier, or customer records

Sync Manager

• opens the Sync Manager for Monsoon Order Manager which transmits/receives information to/from the Monsoon Fulfillment Manager

System Functions

Create New Store

• define a new store data file

Marketplaces

• define marketplace preferences

Payment Module Admin

• login and open the Payment Module through Monsoon OMS

Security Options

• enable/disable/configure the internal security system for Monsoon OMS

Set System Parameters

• configure the parameters which control the program's behavior

Shopping Carts

• define your online store in Monsoon OMS

Status Events

• initially load, view or configure status events used to inform workers, customers, and web stores of the current processing state of an order 

Show Alerts

• displays notifications generated by the program indicating the possible need for manual intervention

Store Setup Wizard

• used to set many of the commonly used system parameters from a single interface  

Update License File

• select this to enable newly purchased features, such as a new shopping cart license

Avalara Dashboard

• configure the Tax System Settings for Avalara Avatax

Order Functions

Approval Rules

• create rules to manage imported orders

Coupons

• define periodic dollar or percentage off savings which can be applied to an order

Daily Audit

• provides a audit trail of financial data for orders placed through the Manual Orders screen by date, register, or shift

Discounts

• define periodic or volume price reductions  

Order State Rules

• define "conditions" which are assigned to orders, such as Hold, and limit the type of processing they undergo  

Sales Tax Rates

• when using the internal tax table system, enter tax rate information for all locations
• the data entered here does not apply to those using an external tax service, such as Avalara Avatax

Process Returns Queue

• manually trigger the processing of return information coming back from warehouses

Shipping Functions

Batch Drop-Ship

• create drop-ship purchase orders in batch mode

Import .csv Tracking Numbers

• import tracking information from a text file provided by external shipping carriers or drop-ship suppliers

Process Tracking Numbers

• initiate the sending of customer tracking information emails and status updates to web stores (shopping carts) which accept them

Shipping Setup

• define the shipping methods you use in Monsoon Order Manager
• these must match the shipping method names configured in Monsoon Fulfillment Manager

Inventory Functions

Assemblies

• assign inventory products as components of an Assembly SKU

Build Sub-SKUs

• create sub-SKUs for all inventory items with option lists or just those marked as Parent SKUs in batch mode

Change Suppliers

• change the suppliers with which products are associated in batch mode

Enter Barcodes

• enter barcodes for a group of inventory items at a single screen

Fill Backorders

• process orders awaiting replenishment of products in batch mode

Global Editor

• make changes to the values in a selected field for a group of inventory records at once

Initialize FIFO Data

• populate the FIFO table with starting product cost information

Kits

• add products as components of a kit

 Levels

• this tool only applies to Shop.com now

Multi-Record & Price Editor

• edit multiple fields in multiple inventory records

Standard Messages

• enter text to display when selected items are added to an order at Manual Orders
• standard messages are shared across your inventory and are assigned in the inventory record
• each item can have three standard messages and one unique message of its own

Report Functions

Custom Report Maintenance

• used to manage reports, forms, or modules not provided with the program so they are not lost when the program is upgraded

Email Template Editor

• create your own e-mail messages using field "tags" to plug-in information from the customer's order

Print Recovery

• set system parameter UsePrintRecovery = TRUE to have the program keep a copy of reports it printed for a specified time period (parameter PrintRecoveryDays)

Set Report Options

• add an alias for a report or choose to hide it from the report menu

Default Preferences

Import My Orders

• currently, the only selection for this button is the Import Orders screen

Process My Orders

• set this button to open the Multi-Order Processor to work with a batch of orders, or select the Process Orders screen to work order by order

Create a New Order

• this button opens the Manual Orders screen

Manage My Inventory 

• can be set to open the Inventory, Purchase Orders, or Suppliers screens  

Manage My Customers

• this can only be set to open the Customers screen presently

Run Reports

• choose whether to open the Report Menu, Batch Printing, or Dashboard  

Quick Clicks

• the sequence in which the Quick Clicks links are displayed in the accordion is based on the order in which they are specified in the drop-down lists on this screen (top to bottom)

• each drop-down list contains thirty-eight choices for the 10 available Quick select slots  

• to change the sequence or choose a different function for a Quick Click slot, select the down arrow on the drop-down list and make a selection

Hide or Show the Microsoft Access Ribbon

• select the appropriate radio button to determine if the Microsoft Access ribbon is displayed while the program is running

Additional information

Accounting Export Setup

Clear Transaction Flag

Created: 2/21/12

Revised: 8/17/15

Published: 08/19/15