{"id":504,"date":"2019-04-17T15:30:41","date_gmt":"2019-04-17T15:30:41","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=504"},"modified":"2025-08-05T14:54:01","modified_gmt":"2025-08-05T14:54:01","slug":"multi-order-processor","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/multi-order-processor\/","title":{"rendered":"Multi-Order Processor"},"content":{"rendered":"<h2><strong>Multi-Order Processor<\/strong><\/h2>\n<p><em><strong>NOTE<\/strong>: Screenshots taken from Windows 11, Access 2021, and Stone Edge version 7.730<\/em><\/p>\n<h2>Overview<\/h2>\n<ul>\n<li>The Multi-Order Processor is used to process a group of orders in a batch<\/li>\n<li>The program provides Quick Filters to limit the types of orders that are displayed on the Multi-Order Processor screen<\/li>\n<li>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.<\/li>\n<li>Actions that can be performed on this screen include:\n<ul>\n<li>Approving orders.<\/li>\n<li>Pre-authorizing or capturing credit card payments.<\/li>\n<li>Setting actual ship dates.<\/li>\n<li>Placing drop-ship orders.<\/li>\n<li>Adding orders to be printed in the batch print queue.<\/li>\n<li>Sending confirmation or cancellation email.<\/li>\n<\/ul>\n<\/li>\n<li>A summary is provided at the end of batch processing to indicate the success or failure of each function.\n<ul>\n<li>The notes field is used to find more information about any failures.<\/li>\n<\/ul>\n<\/li>\n<li>Clicking \u201cClose\u201d in the top-right corner before processing orders do not save anything.<\/li>\n<\/ul>\n<h2><strong>Navigate to the Multi-Order Processor<\/strong><\/h2>\n<ol>\n<li>Main Menu.<\/li>\n<li>Process My Orders -&gt; Multi-Order Processor.<\/li>\n<\/ol>\n<h2><strong>The Multi-Order Processor Screen Technical Guide<\/strong><\/h2>\n<p>Click this <a href=\"https:\/\/stoneedge.com\/kb\/articles\/tech-guide-multi-order-processor\/\">link<\/a> to learn more about the Multi-Order Processor Screen!<\/p>\n<h2><strong>Using the Multi-Order Processor<\/strong><\/h2>\n<ol>\n<li>Open the multi-order processor.<\/li>\n<li>Use the filters, search, or advanced search to display orders in the table.\n<ol>\n<li>Information in the table can be compounded using advanced search and choosing \u201cNo\u201d on the \u201cClear List\u201d pop-up displayed when doing a new search.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3820\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0094.png\" alt=\"\" width=\"290\" height=\"148\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0094.png 290w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0094-50x26.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0094-60x31.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0094-100x51.png 100w\" sizes=\"(max-width: 290px) 100vw, 290px\" \/><br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2565\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down.png\" alt=\"\" width=\"624\" height=\"442\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down-300x213.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down-50x35.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down-60x43.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Filters-Drop-Down-100x71.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><br \/>\n<strong>Note<\/strong>: The information displayed in the table cannot be changed, and any changes will need to be done on the normal \u201cView &amp; Process Orders screen\u201d<\/li>\n<\/ol>\n<\/li>\n<li>Review order information by going to different categories\/tabs in the side accordion menu\n<ol>\n<li>Clicking on a row or cell to highlight for reference will persist over each tab.<\/li>\n<li>Columns can be expanded by dragging where the edge of the column is or double-clicking the edge.<\/li>\n<li>Clicking the \u201cLine Items\u201d and \u201cNotes\u201d tabs will show the information for the order that was last highlighted on the previous tab.<\/li>\n<li>The custom field tab will only be available if custom fields are set up.<\/li>\n<li>If an order must be looked at in greater detail, use the \u201cView Order\u201d button in the top-right corner to open the view orders screen. Clicking \u201cClose\u201d after in the top-right corner will return to the multi-order processing screen.<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2566 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks.png\" alt=\"\" width=\"2605\" height=\"711\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks.png 2605w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-300x82.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-1024x279.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-768x210.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-50x14.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-1536x419.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-2048x559.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-60x16.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/MOP-Display-and-Checks-100x27.png 100w\" sizes=\"(max-width: 2605px) 100vw, 2605px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>For each order, checkmark the corresponding box in each row for an effect:\n<ol>\n<li>OK -&gt; Approve the order<\/li>\n<li>$ -&gt; Process payment<\/li>\n<li>DS -&gt; Mark for drop-ship<\/li>\n<li>X -&gt; Cancel order<\/li>\n<li>Use the buttons above the table to checkmark all boxes in that column for the orders in the table.<\/li>\n<li>Use the \u201cCurrent Filter Totals\u201d table and \u201cStop Lights\u201d for quick overviews of information.<\/li>\n<\/ol>\n<\/li>\n<li>When ready to process changes, click \u201cProcess Orders\u201d from the side menu.<\/li>\n<li>Change the default options if desired.<\/li>\n<li>Click the \u201cProcess Orders\u201d button to update orders.\n<ol>\n<li>Click &#8220;Send Bulk Emails for Orders Marked \u2018OK\u2019\u201d if orders are not to be processed, but emails should be sent.<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2569\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-176x300.png\" alt=\"\" width=\"235\" height=\"400\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-176x300.png 176w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-602x1024.png 602w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-768x1306.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-29x50.png 29w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-903x1536.png 903w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-35x60.png 35w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen-59x100.png 59w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Process-Orders-Screen.png 980w\" sizes=\"(max-width: 235px) 100vw, 235px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>A Pop-up appears when the process is finished with a brief overview of what was done.<\/li>\n<li>Click \u201cOK\u201d to close the pop-up. \ufffc<\/li>\n<li>Click \u201cClose\u201d in the top-right corner when done using the multi-order processor.<\/li>\n<li>To process more orders, change the filters to display more orders.\n<ol>\n<li>The table will not refresh\/clear any data on its own or clear any checkmark options.<\/li>\n<li>Current Filter Totals will not refresh until the table is refreshed.<\/li>\n<li>To refresh the screen:\n<ol>\n<li>Close and reopen the multi-order processor.<\/li>\n<li>Choose a new filter option and choose \u201cYes\u201d when asked to clear the list.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p class=\"Image\">\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[20],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - 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