View & Process My Orders Screen Overview

Overview

• A detailed overview of each screens in the view orders and order processing screens.

Navigation

1. Main Menu
2. Process My Orders -> View & Process My Orders.

Top Bar

Top left

• Order Number -> number Stone Edge uses to identify the order
• Market -> shopping cart (blank if manual or POS)
• Market Order # -> number shopping cart gave the order (blank if manual or POS)

• Date -> date order placed
• Connection -> where the order was created/how the order was downloaded (can be manual or POS)
• Customer -> customer name for order + order number from the shopping cart

Top-Right

• Fields -> Opens “Multi-Order Processor.”
• Close -> Click to close the “Process Orders” screen

Progress Bar

• Overview order
  • Complete vs Incomplete
  • Paid in Full vs Credit Due vs Balance Due
  • Approved vs Unapproved
  • Shipped vs Nothing Shipped
• NOTE: Bar will be red and say “ORDER CANCELLED” if applies

Filters

• Dropdown -> predefined filters for orders
  • Can create new ones using CustomFilter parameters (more info HERE)
  • the program provides 18 standard Quick Filters for your convenience, or the user may create their own.

• List -> lists all orders under the current filter that can be filtered further or search for orders by number or name.
• Search -> includes standard search criteria and access to advanced search.

Left-Hand Side Accordion Menu

Snapshot

Top-Left Side

The information displayed is dependent on order status

• Shipped Orders -> click the text to open the related page.
  • Track package(s)
  • Return/Exchange items
  • Cancel order
  • View order details

• Unapproved Orders -> click the text to open the related page.
  • Shipping availability
  • Credit/Payment due
  • Not been approved
  • Items not shipped
  • View order details

Bottom-Left Side

• Order Snapshot -> General information
  • Number of items ordered (includes a number of unique items)
  • Number of items allocated
  • Type of Order
    • Where order is from (shopping cart, manual, POS)
    • Date imported order
    • Order number
  • Shipping Details
    • • Destination
      • Shipping method
  • Current Order Status

Right Side

• Product Total -> Sum of items
• Surcharge -> Any extra charges
• Discount -> Sum of discounts (will be in parenthesis)
• Coupon -> Sum of coupons (will be in parenthesis)
• Tax -> tax calculated
• Shipping -> Any shipping charges
• Grand Total -> Fields above added
• Status -> Balance/credit due + type of payment if applicable

Order

• Recalculate -> click to update prices for order to correct monetary amount, normally done if changes made
• Reorder -> click opens a popup to create duplicate order to be added to the current order or created as a new one.
• Add Order -> click opens popup to make a new order for a current or different customer.
  • Opens “Enter Order” screen
• Send Email -> Click brings up an email pop-up to send an email to the customer’s saved email.
  • Allows template choosing
  • Can edit the email to send to
• Order Review Reasons -> click opens review reasons page
  • Contains a list of reasons not to approve orders
• Comments & Instructions -> Open the “Customer” tab to see any additional directives for order.
  • Includes spellcheck
• Order Status -> click to view the status of orders and items
  • It can be manually set if using the OSS
• Log Credit -> click opens issue credit pop-up
  • Can issue store credit
• Log Payment -> click opens payment received a pop-up
  • Can apply as store credit
  • Allows enter payment amount charged with 3^rd party

Central Screen

Top_Bar

• Approve -> Click to mark the order completed and ready for shipping
• Cancel -> Allows to cancel or delete order
• Print -> Allows printing of sales receipts, packing slips, and mailing labels.
• General Order Status -> Paid In Full, Credit Due, Balance Due

Item List

• Rows for
  • Items with quantity -> out of stock flagged red, dropships highlighted blue
  • Shipping charges
  • Discounts
  • Tax
• Scroll to right for more column details
  • QOH
  • Discontinued status
  • Options
  • Cost per unit
  • Drop shipped
  • dimensions
  • location

Bottom Section

• Addresses -> changed on “Customer” tab
  • Billing Address
  • Shipping Address
• Order State -> allows manual change of order state, defined in list maintenance
  NOTE: Not related to “Order Status”
• Type of Order -> Web/Manual or POS
• Order Charges -> breakdown of entire order pricing
  • Original -> what was imported or initially charged
  • Revised -> includes any modifications to pricing due to:
    • Out-of-stock items (backorders)
    • Additional items
    • Tax recalculations
    • Shipping charges

Items

• Return/Exchange -> click opens a popup to create a return, exchange, or RMA
• Add Line Item -> click to add a new item to the order
• Edit Line Item -> click to edit the item highlighted in order
• Delete Item -> click to delete/cancel the item in order
• On Order -> click opens table showing expected POs
• Adjust QOH -> click adjust highlighted SKU QOH
• Item Status -> click open item status page to change the status of items
• Ship Dates -> click opens item ship dates page to change date of the item ship dates
• Drop-Ship -> click opens drop-shipments page to check/edit drop-ships for order
• Fill Backorders -> click opens a page to fill backorders for the current order
• Force Backorder -> click opens page to make items in stock a back ordered item
• Cancel Backorder -> click opens popup allows canceling backorders for current order

Payment

• Log Credit -> click opens credit screen
  • Can issue store credit
• Log Payment -> -> click opens payment received
  • Can apply as store credit
  • Allows enter payment amount charged with 3^rd party
• View Payment Info -> click opens popup for detailed payment information
• View Previous Transactions -> click opens previous transaction table for current order

Existing Transactions

• List payments for the specific order
• Includes information:
  • Date
  • State of payment
  • Description
  • Amount
  • Credit card details (if applicable)
    • Number
    • Expiration date
    • CVV
    • Amount approved

Transaction

• Click on payment in the above table to see details
• Enter new credit card information to “Transmit” payment
  • Must have third-party payment gateway setup (learn here)
• Allows cards to be credited or transactions voided for returns or cancellations.

Shipping

• Shipping/Tracking -> click opens shipping page to check tracking for the current order (default page for tab)
  • Includes:
    • Tracking Number
    • Pickup Date
    • Cost
    • Carrier
    • Service
    • Weight
    • Insurance
    • Declared Value
  • Packing -> click open packing tab to list packages with tracking numbers and contents of each package.
  • Drop-Ship -> click open drop-shipments page to check/edit drop-ships for the current order.

Customer

• View Customer -> click open customer info on the “View Customer” screen
• Filter Orders -> click filters order list to show only from current customer
• Assign to Different Customer -> click open customer search pop-up to enter a new customer
• Create New Customer -> click opens a pop-up to change bill/ship address for new customer
• Send Email -> Click brings up an email pop-up to send an email to the customer’s saved email address.
  • Allows you to choose an email template.
  • Can edit send to email.
• Show RFM Data -> click opens “RFM Data” pop-up.

Identification

• Billing address
• Shipping address
• Maxmind fraud score -> click to calculate a score (requires IP address).

Comments and Instructions

Notes

• In sequential order
• Some notes were created based on System Parameters
• Click a note for more detailed information below
• Topics include:
  • Address validation
  • Tax charges
  • Changes to order
  • Order state changes
  • Order status changes
  • Backorders
  • Dropships
  • Order cancelation
  • Returns
  • Credit transfer

Top-Right side

• Clear Filter -> click clear search filter for notes
• Reply -> click opens a popup to add a note as a response to the currently highlighted note
• Search -> click opens search box to filter notes
• Add -> click opens a popup to add a note with the current time and date
• Edit -> Edits current highlighted note

Criteria

• Entered -> date and time note created
• By -> person who created note if applicable
• Event -> why the note was created
• Priority -> level of importance of note
• Keywords -> keywords to be used in search/filter
• Followup -> includes tasks to perform after the current task
• Assigned To -> person note/task assigned to
• When Due -> date and time task due
• Completed -> date and time task completed
• Type -> general category note falls under

Tasks

• Complete
• Cancel

Custom

• Send Email -> Click brings up an email pop-up to send an email to the customer’s saved email.
  • Allows template choosing
  • Can edit the send to email
• Hide Kit Parts -> Hides/Unhides
• Other Fileds can be added to this menu area by using the custom hook…