Step-by-Step Instructions

Overview SEOM can create purchase orders (POs) to re-stock your inventory. You can receive new inventory against a SEOM Purchase Order when it...

Overview If this is your first time using the Road Trips feature, read the sections in the order presented. Otherwise,...

Overview Many merchants prefer to issue store credit for returned merchandise rather than refund money to a customer. Stone Edge...

Manually enter supplier records at the Suppliers screen or use the Import Suppliers link on the Inventory screen to import supplier information from a text file. Go...

Overview Boxes can be designated as “products” or “boxes” within SEOM. When defining inventory records for boxes, be sure to include...

Overview This topic provides instructions for adding a shipping method in SEOM. How to Add a Shipping Method Go to the Main...

Overview Suppliers in SEOM are the vendors from whom you purchase your inventory. The program ships with a Default Supplier record. Unless...

Add a Payment Method Go to one of the following program locations: Main Menu > Settings > Data Functions >...

Overview “On November 8, 2004, MasterCard and Diner’s Club formed an alliance. Cards issued in Canada and the USA start...

Adding an Option Please be aware that any options added here manually may be inadvertently changed, based on the selected...

Overview Sometimes you will have orders from the same person that have enough different information in them (name, address or...

Create an Inventory Record that will become an Assembly SKU Go to Main Menu > Manage My Inventory > View &...

Overview This topic briefly discusses how to use a standard report as a template for creating a custom report. SEOM contains many...

Overview An approval rule group allows you to test multiple fields for different criteria using an implied “AND”, so that...

Overview When you have a generic shopping cart license, you can create an order import template to import order information...

Overview SEOM is able to sell and redeem gift certificates, but it does not track the certificate balances. Many of the...

Overview SEOM uses a variety of lists throughout the program that can be used as they are supplied with the program,...

Overview This document outlines the manual steps needed to create ODBC connections for an Access database and an SQL database...

Overview The List Maintenance screen is used to add or delete list entries, such as status event labels. You can...

Create a New Marketplace Go to Main Menu>Settings>System Functions>Marketplaces. Select Add New. Enter an arbitrary, but unique, value in Marketplace Name. Select a Payment...

Overview SEOM allows the user to designate individual computers as Task Specific Workstations. For example, you could configure one or...

Overview If a workstation has a PC modem (Windows compatible) installed, SEOM can dial customer or supplier phone numbers by...

Enter Purchase Order Invoices When you receive invoices from your suppliers, you can enter them into SEOM which can then export...

Enter or Import Tracking Information for  Drop-Ship Purchase Orders The Drop-Ship Tracking button at the top of the Purchase Orders...

Overview This topic does not explain how to export sales and deposit information, which is covered in the Accounting Export Setup and Export...