2. Agenda Objective – To help inform you of features you may have and not be using This webinar will cover Order and Item Status Processing Orders Finding Orders Global Parameter Settings Common Issues Q&A
3. Order and item status Many issues for order processing stem from the order or item status First step for order processing issues where orders aren’t processing, is to check the status
5. Processing orders Originally, M.O.M. just had a batch order processing Packer’s Workstation was added for businesses with heavy volume and helps control order processing
15. Processing orders Get packing slip and box label on one form to ensure the correct label is on the correct box
16. Processing orders Notices A common question we see is, when do notices generate and print? Email Invoices A common question we see is, how do I generate an email invoice with my company logo?
17. Processing orders Notice Generation Credit Card Decline This notice will generate automatically when a credit card is declined Will print when running the notices stage Shipping Confirmation Set up the notice under Maintain -> Advertising Information -> Customer Notices Choose the notice on the Notices Tab of Global Parameters Will queue after the shipping stage is run Can print or e-mail
18. Processing orders Email Invoices Customer record Financial Tab must be set up to generate e-mail invoices Customer record must have an e-mail address Choose on the Global Parameters Forms Tab to e-mail invoices to customers Also in Global Parameters, set up the E-mail settings on the Notices Tab to customize how your e-mailed invoice will look
20. Processing orders Manager’s Authorization Settings These settings solve the need for control over orders This will require a managers user ID to authorize an order before the order moves through any order processing stage.
23. Finding orders A common question we see is, how do I get more visibility to orders? Multiple reports will help find orders in certain statuses These reports do have criteria to narrow search further, ex. for a specific shipping method Manager’s Dashboard, set up per user ID, can be configured to show certain data for order control
28. Global parameter settings Multiple tabs of global parameters play a big factor in order processing, such as What forms will print and on what form What is required on orders before they can be saved Where your orders process
32. Common issues We see a lot of support issues on order processing The next few slides will walk through some common questions that we see, and give possible resolutions
33. Common Issues How do I find the items on a canceled order? Lost Sales Report Must be set up in Global Parameters
36. Common issues My company is changing how we do shipping, when should I make these changes? After you have run a complete batch, and no orders are left to be processed It is bad practice to make changes while orders are waiting to be processed Also note, it may be a good idea to test changes on a back up copy of your system
37. Common issues Is there a batch reset for orders? No, there is not When running a batch, be sure the paperwork printed before clicking Yes
38. Common issues How do I get two copies of an invoice to print? Set this up in Global Parameters
39. Common issues How do I get a copy of the invoice? Click on the R icon, to see the Order Reset Controls Click Print a Copy of Invoice
40. Common issues What do the order reset controls mean? Each option is designed to do something different
41. Common issues How do I make an order show shipped without running it through shipping? Use the traffic light icon to change the item status
42. Common issues Why does this order show an Invalid Package Label Status? Check the box has a weight, correct shipping method, customer has a valid address, and the zip code auto fills
43. Common issues There is a return on the order, but I can’t process the credit card to return the money Invoice the order
44. Common issues How do I prevent packages being sent to invalid addresses? Address Correction and Validation Module
45. Credit card processing Cards can be charged order by order Cards can also be charged in a batch setting The batch still gives control to process cards individually The batch also gives visibility to cards that may be declined or have issues
48. Related Topics PCI Compliance July 2010 deadline KB1422 KB5343 Transactional data flow for accounting KB1114 Gift cards KB1349
49. Related topics Some additional features of M.O.M. 7 include EDI Create your own reports QuickBooks enhancement Pass detailed information to QuickBooks Additional Stock Item Features Enhancements to multiple modules