Power Users Training Session

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Power UsersTraining Session

• Workflow, Tips Tricks, Automation
• Jared Bovard
• Developer

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Workflow Parts

• Entering/Importing orders
• Processing orders
• Shipping orders

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Order Import

• Fraud Check
• Approval Rules
• Charge/capture credit cards
• Print Pick List

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Fraud Check

• MaxMind score
• CheckMaxMindAtImport (param)
• Address verification
• VerifyAddressesAtImport (param)
• Failed addresses will not be approved
• Failed addresses will have a reason for review

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Approval Rules

• A set of criteria for causing an order to be
  approved or unapproved.
• Single rules
• Compound Rules (And operator)

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Capture/Charge/Auth Credit Cards

• CaptureApprovedOrdersAtImport
• ChargeCardsAtImport
• PreAuthAtImport

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Print Pick List

• PickListTemplate (param)
• Can include pickable items from Manual Orders
  placed since the last pick list
• IncludeManualOrdersInPickLists
• PickListShowKits (param)

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Manual Entry

• Customer and Addresses
• Enter Items
• Collect Payment
• Save

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Customer and Addresses

• Autolookup
• Phone
• Email
• ID
• Search
• Entering Zip will fill in city/state
• Copy from Bill To

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Enter Items

• One at a time
• Search
• Combo box
• Multi-Select
• Can check On Order after adding

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Payment

• Choose Shipping Method
• ManualOrdersDefaultShipping
• Choose Payment Method
• Credit Card
• Can auth, capture, or full sale

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Save Order

• Quote
• No payment collected
• Can email and print quote
• Can recall quote later
• Save
• Email confirmation
• Print paperwork
• Approve

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View Orders

• See orders one at a time
• Search for Orders
• Review Reasons
• DropShips
• CC Terminal
• Shipping and Tracking

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Search for Orders

• Quick Filters
• Predefined
• Custom requires SQL knowledge
• Advanced Search button (Search)
• Keyboard Shortcuts

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Review Reasons

• Review Reasons tab
• More readable
• Can check review reasons off when finished
• Can add review reasons
• Pricing tab
• First tab, can see immediately
• Less readable if there are a lot of reasons

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Drop Ships

• Send Item
• Send all from Selected Supplier
• Send All
• Record drop ship tracking numbers and ship dates

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CC Terminal

• Can auth, capture, or full sale
• Select previous transaction to credit or capture
• Get Data from Order for new transaction

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Approve

• Agreeing to ship the order
• Send email confirmation
• Print paperwork
• Export fulfillment
• CaptureAtManualApproval (param)

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Shipping and Tracking tab

• Print a Shipping Label
• Add tracking numbers

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Multi Order Processor

• Can do basic order processing functions
• Orders viewed in list
• Useful for processing large amounts of orders at
  once

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Filtering

• Same search features as View Orders
• List can be appended to with multiple searches

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The Basics

• Check OK to approve
• Check to process payment
• Check DS to send dropships
• Check X to cancel
• Shortcut buttons at the bottom of the form

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The Processing Setup

• Fill Backorders?
• MultiOrderBackorderMode
• Credit Card Payments?
• MultiOrderChargeMode
• Printing?
• Parameters for default numbers
• Paperwork will go to Batch Printing

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Pack and Ship

• Log Items as packed
• Can use Barcode scanner
• Print Shipping Label
• PackingExitOption (param)
• Auto
• Ask User
• Do Not Process

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Quick Ship

• Build a list of orders
• No logging items as packed
• Process tracking numbers from Maintenance Menu

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Fill Backorders
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Order States

• Internal use only
• Can define restrictions of what can be done to an
  order in certain states
• States must be changed manually

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Road Trips

• Enterprise Only
• Create Road Trip data file
• Export inventory to XML file for import
• Import orders multiple times from same file

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Keyboard Shortcuts

• http//www.stoneedge.com/help/OM_DOC/tips_tricks/s
  hortcuts.html

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Questions?