Main Menu Overview

Overview

• The Main Menu is the portal to every functional area of the program.
• What would you like to do? Each section contains a series of shortcut buttons to choose an activity. These can be set in the Settings area.
• 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 action.
• Today’s Data shows the running totals of the current day for different activities; select a gray button to view more details of each category.

 

Description of Accordion (Left Side)

Accordion Menu Top

• Home -> Switches back to the home page from other screens.
• Settings -> Switches to the settings screen.
• Information -> Opens pop-up information window containing information generally requested by support.

Import My Orders

• Import My Orders
  • Import My New Orders -> Switches to “Import My Orders” with all defined shopping carts listed.
  • Import My Old Orders -> Switches to “Import My Orders” with all defined shopping carts listed.
  • View My Shopping Carts -> Opens “Shopping Carts” pop-up that allows adding new carts and editing existing carts.
  • View My Import Template(s) -> Switches to “Create/Edit Import Templates” that lets import new templates and edit existing templates, and map information to specific fields.
  • View My Batch Report List -> Switches to “Print for” and allows printing of reports previously sent to print as a batch.
    • Includes sales receipts, packing slips, shipping labels, mailing labels, and credit slips in batches.
    • Can filter by shipping methods.
    • Can change the printer to print each type of report.

Process My Orders

• Process My Orders
  • View & Process My Orders -> Opens “Process Orders” screen.
  • Find an Order -> Opens “Process Orders” screen and advanced search box.
  • Multi-Order Processor -> Opens “Multi Order Processor.”
    • Defaults to the process orders screen.
    • Click Here for more information!

Ship My Orders

• Ship My Orders
  • Ship My Orders -> Opens “Shipping” screen to use Stone Edge’s integrated shipping system.

Create a New Order

• Create a New Order
  • For a New Customer -> Opens “Enter Order” Screen (Manual Orders).
  • From an Existing Customer, -> Opens “Customer Search” pop-up to find a customer already saved in the database.
    • Leaving criteria blank will list all customers.
  • Point-of-Sale -> Opens “Point-of-Sale” interface.
    • It must be set up beforehand to use correctly.

Manage My Inventory

• Manage My Inventory
  • View & Manage My Inventory -> Opens “Inventory” screen.
  • Import My Inventory – File -> Switches to the “Import Data” screen.
  • Import My Inventory – Web -> Opens “Advanced Cart Function” pop-up.
    • Imports data from website: Inventory and Customers.
    • Allows Synchronization of QOH.
  • Import Cost, Price & Weight -> Switches to the “Import Data” screen.
  • Export My Inventory -> Switches to the “Export Inventory” screen.
    • Allows template saving for easy exports.
    • Can export as a .csv or tab-delimited .txt file.
  • Manage My Suppliers -> Opens “Supplier” screen.
  • Manage My Purchase Orders -> Opens “Purchase Orders” screen.
    • Defaults to screen to “Create a New PO” or “Find a PO.”
  • Cycle Counting -> Opens “Cycle Counts” screen (Comming Early 2023)

Manage My Customers

• Manage My Customers
  • View & Manage My Customers -> Opens “Customers” screen.
  • Import My Customers – File -> Switches to the “Import Data” screen.
  • Import My Customers – Web -> Opens “Advanced Cart Function” pop-up.
    • Imports data from website: Inventory and Customers.
    • Allows Synchronization of QOH.
  • Export/Email My Customers -> Switches to the “Customer Export Filter” screen.
    • Filter By: Order Information, Items Purchased, and Frequency & Value.
    • Using order information, customers can be added to an email list.
  • Send Statements -> Opens “Email Customer Statements” pop-up.
  • Bulk Address Validation will be removed after 7.732.

Run My Reports

• Run Reports
  • Run My Management Reports -> Switches to the “Report Menu” screen.
  • View My Batch Report List -> Switches to the “Batch Print” screen.
  • Open My Dashboard -> Switches to the “Dashboard” screen.
    • Includes overviews for Orders, Inventory, and Revenue.

Center of Screen

Top-Right Buttons

• Switch Stores -> Opens “Select Store to Open” pop-up to choose a different store.
  • Includes a list of recently opened stores.
  • Can open Access and SQL-based databases.
    • ODBC must be set up before switching to another Database (Store file).
• Tasks -> Opens “View Notes & Tasks” pop-up.
  • Users must be created before utilizing the tool.
  • Used with security settings enabled.
• Exit -> Closes Stone Edge and Microsoft Access.

What Would You Like to Do (Icons)

• Easily clickable icons for pages you frequently visit.
  • Easily changed by clicking Gear Icon (Settings) on the home page, then using the dropdown selection under the default shortcut selection.

Today’s Data

• Imports -> Shows a list of daily imports.
  • Data displayed: imported shopping cart, import time, number of orders, order start number, order end number, and product total.
• Web Orders -> Shows a list of daily imported orders from the web.
  • Data displayed: order number, shopping cart order originating from, web order number, order date, order time, and product total.
• Manual Orders -> Shows a list of daily manual orders
  • Data displayed: order number, order time, product total
• Point-of-Sale -> Shows a list of daily point-of-sale orders
  • Data displayed: order number, order time, product total
• Combined -> Shows list of daily orders, including web, manual, and point-of-sale
  • Data displayed: order number; shopping cart order is from, web order number, order date, order time, product total
• Purchase Orders -> Shows a list of daily purchase orders
  • Data displayed: order type, PO number, supplier, number of items, total.

Bottom Quick Bar

• View My Orders -> Opens “Process Orders” screen.
• View Selected Order -> After selecting an order from “Today’s Data,” opens the selected order on “Process Orders.”
  • Orders can also be double-clicked to open them.
• Total -> Counts combined monetary “Product Total” from “Today’s Data.”