Process Orders: Order

Contents of this Topic: ShowHide

Overview

• To access this screen go to one of the following locations :

Main Menu>Process My Orders>View and Process My Orders>Order

Main Menu>What would you like to do?>Process My Orders>View and Process My Orders>Order

• At the top of the Accordion in the left-hand pane there are three small tabs, which change the content of the Accordion itself.

  

   

• Select the List Tab to produce a list of orders matching the current Quick Filter, or choose the Search Tab to look for orders based on criteria entered by the user. Select the Menu Tab to return to the default view of the Accordion.

• The remaining tabs change the contents of the right-hand pane and reveal a list of other related screens to view or actions to be performed. For example, select the Order tab to reveal a list of relevant operations within the Accordion and view Order Detail information in the right-hand pane.

• Although the Order and Item Tabs both display the same order detail information in the right-hand pane by default, the related operations in the Accordion are different.

Description of the Process Orders: Order Screen

Accordion Tabs

Menu

• the default view of the Accordion
• select this tab to return to the Menu view after using the List or the Search tabs

List

• produces a list of orders based on the currently selected Quick Filter located above the Accordion

Search

• enter data in one or more of the fields on this form to produce a list of orders match that criteria

Accordion Order Operations

Recalculate

1. • select this to immediately recalculate the charges on the order

Reorder

1. • when this button is selected, the program opens the Reorder/Reship screen where a new order for the current customer can be created or an item or items on the current order can be quickly re-ordered or re-shipped to the customer   

Add Order

1. • create a new manual order for the current customer or for a completely different customer

Send Email

1. • opens the Send Email screen, where the user can select a recipient, optionally add a BCC to the message, select the template used for the email message, optionally add an attachment and finally send the email

Order Review Reasons

1. • changes the detail in the right-hand pane to show any reasons the order may have not been automatically approved by the program

Comments & Instructions

1. • changes the detail of the right-hand pane to show customer comments, order instructions, gift messages, etc.

Order Status

1. • changes the detail of the right-hand pane to show current order status as well as item status and ship dates

Order Routing

1. • displays the warehouse or warehouses to which the order is routed for fulfillment

Order Details in the Right-hand Pane

Summary Progress Bar

1. • a visual representation of the status of each significant processing phase

Approve Button

1. • opens the Approval Options screen, where the user can manually approve an order , set the shipping date, select the email template to use if a confirmation email is sent to the customer, and print the order's paperwork  

Cancel Button

1. • used to cancel or delete an order

   • this button is only visible if system parameter AllowCancelOrders is set to TRUE  

Print Button

1. • opens the Print Paperwork screen where the user can print sales receipts (invoices) and mailing labels.

Line Item Details Datasheet

• lists each SKU on the order and includes the item name, quantity , prices, etc.
• scroll to the right to see all fields of information related to the line items

Addresses Tab

• shows the customer contact information associated with the order, such as billing and shipping addresses, phone numbers and email addresses

• select the Order State link to assign a special status to the current order, such as layaway, hold, sale or a user-defined value

• W/M or POS radio buttons determine if the order should be considered a web or manual order versus a Point-of-Sale order

• the Product Total line shows the Original and Revised totals for just the items purchased — it does not include shipping or taxes, etc.

• select the Charges link to add or change any surcharges applied to the order

• select the Discounts link to add or change a discount applied to the order   

• select the Coupons link to add or change a coupon applied to the order

• select the Tax link to add or change the tax rate applied to the order

• select the Shipping link to change the shipping method or fess for the order

• the Grand Total line shows the total dollar amounts charged against the order in the Original and Revised columns; it is the sum of all charges, discounts, coupons, taxes and shipping fees and product prices

• Exp./Act. Net shows the expected and actual net figures for the order, if system parameter ShowNetFigures is set to TRUE

  this field is only based on the line items that have been marked as shipped and any payments that have been received

  this field is based on the entire order total and assumes full payment; it represents the total selling price of the products that were sold on the order minus the sum of the total cost of the products plus the shipping costs

Miscellaneous Tab

• optionally select a Salesperson to get credit for the sale from the drop-down list

• Ordered: field shows the time and date on which the order was placed

• Approved: field shows the date on which the order was approved

• Entered: field shows the date on which the order was entered into Monsoon Order Manager

• Source: field indicates the manner in which the order was entered into Monsoon Order Manager

• Market: field indicates the marketplace from which a Monsoon order originated

• Market ID: field contains the marketplace identifier assigned to the order imported from a Monsoon shopping cart

• Refer: field: select this field to choose a pre-defined referral source to associate with this order

Additional Information

Created: 12/22/10

Revised: 9/18/14

Published: 08/19/15