Multi-Order Processor

Multi-Order Processor

NOTE: Screenshots taken from Windows 11, Access 2021, and Stone Edge version 7.730

Overview

• The Multi-Order Processor is used to process a group of orders in a batch
• The program provides Quick Filters to limit the types of orders that are displayed on the Multi-Order Processor screen
• Even when a list of orders is produced in the right-hand pane of the Multi-Order Processor, the user can still limit the orders that will be affected by selecting specific actions for specific orders.
• Actions that can be performed on this screen include:
  • Approving orders.
  • Pre-authorizing or capturing credit card payments.
  • Setting actual ship dates.
  • Placing drop-ship orders.
  • Adding orders to be printed in the batch print queue.
  • Sending confirmation or cancellation email.
• A summary is provided at the end of batch processing to indicate the success or failure of each function.
  • The notes field is used to find more information about any failures.
• Clicking “Close” in the top-right corner before processing orders do not save anything.

Navigate to the Multi-Order Processor

1. Main Menu.
2. Process My Orders -> Multi-Order Processor.

The Multi-Order Processor Screen Technical Guide

Click this link to learn more about the Multi-Order Processor Screen!

Using the Multi-Order Processor

1. Open the multi-order processor.
2. Use the filters, search, or advanced search to display orders in the table.
   1. Information in the table can be compounded using advanced search and choosing “No” on the “Clear List” pop-up displayed when doing a new search.
      
      
      Note: The information displayed in the table cannot be changed, and any changes will need to be done on the normal “View & Process Orders screen”
3. Review order information by going to different categories/tabs in the side accordion menu
   1. Clicking on a row or cell to highlight for reference will persist over each tab.
   2. Columns can be expanded by dragging where the edge of the column is or double-clicking the edge.
   3. Clicking the “Line Items” and “Notes” tabs will show the information for the order that was last highlighted on the previous tab.
   4. The custom field tab will only be available if custom fields are set up.
   5. If an order must be looked at in greater detail, use the “View Order” button in the top-right corner to open the view orders screen. Clicking “Close” after in the top-right corner will return to the multi-order processing screen.
4. For each order, checkmark the corresponding box in each row for an effect:
   1. OK -> Approve the order
   2. $ -> Process payment
   3. DS -> Mark for drop-ship
   4. X -> Cancel order
   5. Use the buttons above the table to checkmark all boxes in that column for the orders in the table.
   6. Use the “Current Filter Totals” table and “Stop Lights” for quick overviews of information.
5. When ready to process changes, click “Process Orders” from the side menu.
6. Change the default options if desired.
7. Click the “Process Orders” button to update orders.
   1. Click “Send Bulk Emails for Orders Marked ‘OK’” if orders are not to be processed, but emails should be sent.
8. A Pop-up appears when the process is finished with a brief overview of what was done.
9. Click “OK” to close the pop-up.
10. Click “Close” in the top-right corner when done using the multi-order processor.
11. To process more orders, change the filters to display more orders.
    1. The table will not refresh/clear any data on its own or clear any checkmark options.
    2. Current Filter Totals will not refresh until the table is refreshed.
    3. To refresh the screen:
       1. Close and reopen the multi-order processor.
       2. Choose a new filter option and choose “Yes” when asked to clear the list.