Overview
- This article outlines the basic steps that a new user of SEOM should follow after purchasing the program.
- This article is intended to be a general guide and refers the reader to other sources of information for more detailed instructions.
What’s Next?
So, you’ve purchased SEOM and are anxious to get the program up and running. Here are the steps that should be taken, in the most common order, to ensure the smooth installation and setup of the program:
- Review the system requirements
- Make sure that your hardware meets or exceeds those specified on our Web site.
- Maure sure you have the software that is needed for SEOM to run with the latest updates. For instance, Microsoft Access is a requirement. This needs to be installed prior to installing the program.
- Become familiar with the features of the Shopping Cart or Carts used with SEOM. Determine what cart integrations are needed and get cart credentials to setup shopping carts in Stone Edge.
- Have your payment processor credentials handy if you wish to process credit card transactions in SEOM.
- Install SQL Server and SMSS (if using a SQL database) and SEOM.
- Familiarize yourself with the program by viewing the order, product, customer and supplier data that was imported. Review the Knowledge Base article, Processing Orders. This article is a general reference and may not suit the flow of every user’s business. It is possible to perform some of the steps in a different sequence to meet your needs.
- Setup internal shipping system or connect a 3rd party shipping system though an ODBC connection.
- If items will be drop-shipped, review the parameters in the Drop Ship parameter group.
- If you want to track inventory at the attribute level and your shopping cart does not provide a unique SKU for each combination of a product’s attributes, use SEOM to Build Sub-SKUs.
- You may want to investigate other program features, such as Status Updates and Real-time Inventory Synchronization, which depend on the capabilities of the shopping cart system.
- Review existing email templates and customize/add any desired templates.
- Explore the Multi-Order Processor, Purchase Order system, or other advanced program features.
- Setup maintenance procedures to compact the store data file (MS Access databases only), and backup the store data file, as well as the Custom Reports Database and Email Templates folder.