Do Not Ship To Lists

Overview

• You may have certain problem customers to whom you do not want to ship product. Your first option is to select Do not ship to this customer on their customer record, which tells SEOM not to automatically approve orders from that customer. This method is limited by the program’s ability to “match” an incoming order with the “flagged” customer record. Refer to Matching New Records to Existing Customers for more information.
• Creating a Do Not Ship To List via the List Maintenance feature gives you more control over screening orders from problem customers because you can build lists of email addresses, telephone numbers and/or IP (Internet Protocol) addresses SEOM should check as the order is imported. You can then use an Approval Rule to tell the program what to do when it detects an order from an entry in the list or lists.
• Approval Rules are applied by the program as orders are imported, therefore they do not affect Manual Orders and Point-of-Sale (POS) orders.
• To avoid problems with telephone number formatting, the program strips leading 1’s off of the numbers, then removes everything but numerals and letters.
• The program looks for the IP Address anywhere within the IP text received from your shopping cart because some shopping cart systems do not provide IP numbers only. For example, if you add the IP address 111.222.333.444 to the list and the IP text received from the shopping cart is “IP Address:111.222.333.444, Host Name:adsl-11-22-33-44-55.dsl.pacbell.net”, the program flags that order because 111.222.333.444 is found within the IP text.

Building a Customer Do Not Ship To List

1. Go Main Menu > Settings > Data Functions > List Maintenance.
2. The List Maintenance dialogue box opens.

3. Select Do Not Ship To Emails, Do Not Ship to IP Numbers, or Do Not Ship to Phones from Select List.
4. Enter the Email Address, the IP # or Phone Number in the text field at the bottom of the page. For example, 221.68.00.01, techwriter@stoneedge.com, or (610) 994-3699.
5. Type in the value and click Save (or press Enter twice) to add your entry to the list. Doing so returns the cursor to the text field where you can continue adding entries.

6. Repeat steps 4 and 5 as often as necessary. Note: To delete an entry in the list, select it in List Entries and click Remove.

Creating an Approval Rule

1. Go Main Menu > Settings > Order Functions > Approval Rules. The Order Approval Rules dialog box opens.
2. Click New. The Add a New Rule dialog box opens.
3. In the If .. section, select Email, phone or IP # is in a Do Not Ship To list.
4. In the Then… section, select the check box of the action you wish to occur, such as Cancel the order.

5. Click Save New Rule.
6. Click OK in the confirmation message box.

6. The new approval rule is added.