{"id":142,"date":"2019-04-01T20:50:36","date_gmt":"2019-04-01T20:50:36","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&p=142"},"modified":"2025-06-11T14:16:28","modified_gmt":"2025-06-11T14:16:28","slug":"automating-order-processing","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/automating-order-processing\/","title":{"rendered":"Automating Order Processing"},"content":{"rendered":"

Overview<\/h2>\n

SEOM<\/span> provides several mechanisms to automate order processing once you have become familiar with the program.\u00a0Automation can be\u00a0accomplished through the use of system parameters as well as Approval Rules. Minor automation rules can be established to save a few mouse clicks here and there.\u00a0Major automation rules can shave hours off the amount of time needed to fill and ship orders.\u00a0Please review the automation techniques described below to find out which methods are right for you.<\/p>\n

Automatic Order Import<\/strong><\/h3>\n

This beta feature is introduced in V7.024. More information is found in the Knowledge Base topic,\u00a0Importing Orders Automatically.<\/a><\/i><\/p>\n

Automatic Order Approval<\/h3>\n

SEOM<\/span>\u00a0can be configured to allow orders which have successfully completed all phases of import processing to be automatically approved, saving the user a significant amount of time over the alternate method of manually approving each order.<\/p>\n

If an order does not complete all phases of import processing successfully, it is\u00a0not<\/u>\u00a0automatically approved by the program. The user must manually review the reasons why it failed, take action to correct the problem, and manually approve the order. Orders can be manually approved at the\u00a0Process Orders,<\/i>\u00a0Multi-Order Processor<\/i>, or the\u00a0Manual Orders <\/i>screens.<\/p>\n

Enabling automatic order approval is accomplished by setting system parameter,\u00a0ReviewAllOrders\u00a0equal to FALSE. Refer to the\u00a0Knowledge Base<\/i>\u00a0topic,\u00a0Set System Parameters<\/i><\/a>, for instructions.<\/p>\n

The system parameters in the chart below are also used to control the degree of order approval automation that the program can achieve.<\/p>\n\n\n\n<\/colgroup>\n\n\n\n\n\n
Parameter Name<\/span><\/td>\nExplanation<\/span><\/td>\n<\/tr>\n
ApproveOrdersWithComments<\/span><\/td>\nIf TRUE, imported orders with Comments can be automatically approved (if all other rules are met).<\/span><\/td>\n<\/tr>\n
ApproveOrdersWithDropShips<\/span><\/td>\nSet to TRUE to have\u00a0SEOM\u00a0approve orders containing drop-ships (assuming all other rules met)<\/span><\/td>\n<\/tr>\n
ApproveOrdersWithInstructions<\/span><\/td>\nIf TRUE, imported orders with Order Instructions can be automatically approved (if all other rules are met).<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Automatically Place Drop Ship Orders<\/h3>\n

While it can be acceptable to automatically approve orders that include drop-ships, comments and\/or instructions, assuming that those matters will be reviewed at another point in the organization’s workflow, it is not advisable<\/i> to automatically place drop-ship orders on import, unless absolutely confident in your fraud protection measures. See system parameter, DropShipAutoOrder.<\/p>\n

If the following conditions are met, a customer can place an order for a drop-ship item and the purchase order is sent to the supplier without any human intervention on the part of the merchant:<\/p>\n