Overview

• This article looks at the Multi-Order Processor Screen
• • • • The tabs in the accordion menu
      • Filter tools
      • The icons at the top of the screen
    • The process orders options

• To find out how to use the Multi-Order Processor click the following [LINK]

Accordion Menu

• Filter -> Basic filter drop-down list similar to the” view my orders” screen
• Orders -> Basic order details

• Addresses -> Address details, including billing and shipping

• Comments & Instructions -> extra comments or instructions specific to each order

• Shipping -> selected shipping method and charged the customer paid for the shipping w/weight

• Payment -> Payment method with type of payment, total, tax, and original to revised

• Transactions -> Detailed credit card information (PCI compliant only save last 4 of CC)

• Line Items -> After clicking on a row -> details of products per order

• Notes: After clicking on a row,  Notes will change in a specific order

• Custom Fields -> Will be viewable if defined by system parameters
• Process Orders -> Click to display the home screen with the option to process orders selected in the table
• Search
  • Order Number -> defined by Stone Edge
  • Shopping Cart -> Defined in the shopping cart menu
  • Web Order # -> Defined by website/shopping cart
  • Begin Search -> Search with the criteria defined above
  • Advanced Search -> Opens “Search for Orders” pop-up
  • Clear List -> Clears the entire table of orders

Current Filter Tools -> orders will be automatically tallied if they fit in criteria

• # of Orders -> Orders in the current table
• Status of orders currently (does not consider changes plan to make using multi-order processor)
  • Approved
  • Canceled
  • Drop Ships
  • Incomplete
  • Authorized
  • Paid In Full
  • Balance Due
  • Dot Formulas -> represent the status of orders based on conditions
    • More information can be found here: LINK

Advanced Search

• Standard Fields
  • From + Thru -> Enter values that act as a range for filtering orders (inclusive)
    • Order #
    • Web Order #
    • Market Order #
    • Order Date
    • Transaction Date
    • Ship Date
    • Actual Ship Date
    • Drop-Ship PO #
    • Actual Weight
    • Published Weight
  • Order Source -> allows one option to be selected at a time
    • Web
    • Manual
    • POS
    • Any
  • Market/Name
  • Shopping Cart -> Defined in the shopping cart menu
  • Quick Filter -> Similar to filters found on the “View Orders” screen
  • Drop-Ship Supplier -> From existing drop-ship suppliers
  • Shipping Method -> Defined in shipping settings
  • Tracking #
  • Serial #
  • Purchase Order #
  • Payment Status -> allow one option to be selected at a time
    • Credit Due
    • Balance Date
    • Pd in Fill
    • Any
  • Credit Card #
    • The First four -> most likely not saved in Stone Edge
    • Last four -> Only saved dependent on settings
  • RMA #
  • Orders not shipped in _ days -> Blank is filled
  • Orders with -> Can select multiple at a time
    • Backorders
    • Drop-shipped Items
    • Canceled Orders
  • Pay Method -> Options From Payment List
  • Item Status -> Options from Status List
  • Order Status -> Options from Status List
  • Customer -> Not case sensitive
    • First Name
    • Last Name
    • ID
    • Email
  • Bill To/Ship To
    • Name
    • Company
    • Address
  • Orders that include
    • All SKUs
    • Backorders Only
    • Start with SKU
    • Include SKI

• Additional Search Fields
  • Bill To/Ship To
    • Phone
  • From/Thru
    • Grand Total
    • Balance Due
    • Transaction Total
    • Expected Net
    • Actual Net
  • Order State
    • Layaway
    • On Hold
    • Quote
    • Sale
  • Reason for Review
  • Coupon
  • Sale Person
  • Referral
  • IP Address
  • Ext Auction ID
  • Ex Sale ID
  • Web Order Status
  • Market Cust ID
  • Road Trip
  • Trade Show
  • Ship Email
• Custom Fields
  • Order Fields
    • Best Day to Deliver
    • Best Phone Number
    • Lift Gate Needed
    • From/Thru
      • How Many Steps
      • Deliver By Date
    • Customer Fields
      • Major Customer
      • From/Thru
        • Date of Birth
      • Inventory Fields
        • Color
        • Size
        • Weight
        • Dimension
        • Other
      • Begin Search -> If the table is already populated, will ask to clear the table first
        • Click “No” on the pop-up to add new information to the end of the current table
      • Cancel -> Closes advanced search

Buttons on Top

• OK -> Mark all orders for approval
• $ -> Mark all Orders to process payment
• DS -> Mark all orders for drop-ship
• X -> Mark All orders for Cancelation
• Select All -> Selects all status change boxes, excluding the X box (cancel order)
• Clear All -> Clears all status change boxes
• -> Select a column and sort data by the column A-Z
• -> Select a column and sort data by the column Z-A
• Log $ -> Log payment received for selected order
• View Order -> View full order details from the view orders screen
  • Must have a row selected
  • Once pressing the “Close” button in the top-right corner, the Multi-order processor will reopen.
• Close -> exit the multi-order processor

Process Orders (Settings)

• If an order has any backorders
  • Try to fill out the order
  • Only fill if it can be filled (can only be selected if the previous button is selected)
• Credit Card Mode (for processing payments, choose 1)
  • Capture
  • Sale
  • Pre-authorize
• As orders are Approved
  • Set the actual ship date
  • Add to batch Queue
    • Invoices -> Numeric value
    • Packing Slips- > Numeric value
    • Mailing Labels -> Numeric value
    • Shipping Labels -> Checkbox
  • Send this email template -> checkbox w/dropdown list from templates from available reports.
• Include orders that still have Backorders? -> checkbox
• Process Orders -> Click to process any orders displayed in the table with a status change
• Send Bulk Email for Orders Marked “OK” -> Separate button to “Process Orders” Only sends emails for orders marked “OK” (approved)