Order processing tips
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ORDER PROCESSING TIPS
description
Transcript of Order processing tips
ORDER PROCESSING TIPS
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
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
ORDER AND ITEM STATUS
Order Status
Line Item Status
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
PROCESSING ORDERS
Batch Order Processing
PROCESSING ORDERS
Batch Order Processing
PROCESSING ORDERS
Packer’s Workstation Assign orders to packers using the
Warehouse Manager’s Station
PROCESSING ORDERS
Choose New Batch to assign orders to pickers and packers
PROCESSING ORDERS
Assigning orders
PROCESSING ORDERS
Choose to automatically assign orders
PROCESSING ORDERS
View the graph to see assigned orders
PROCESSING ORDERS
PROCESSING ORDERS
PROCESSING ORDERS
Get packing slip and box label on one form to ensure the correct label is on the correct box
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?
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
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
PROCESSING ORDERS
E-mail Invoice Example
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.
PROCESSING ORDERS
Manager’s Authorization Set up in Global Parameters to stop orders
ORDER PROCESSING
Manager’s Authorization
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
FINDING ORDERS
List Status of Pending
FINDING ORDERS
Open Order Status
FINDING ORDERS
Manager’s Dashboard Set up per user ID
FINDING ORDERS
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
GLOBAL PARAMETER SETTINGS
Forms Tab
GLOBAL PARAMETER SETTINGS
Order Entry Tab
GLOBAL PARAMETER SETTINGS
Order Processing Design Tab
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
COMMON ISSUES
How do I find the items on a canceled order? Lost Sales Report Must be set up in Global Parameters
COMMON ISSUES
Canceling an order will prompt the order taker for a reason
COMMON ISSUES
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
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
COMMON ISSUES
How do I get two copies of an invoice to print? Set this up in Global Parameters
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
COMMON ISSUES
What do the order reset controls mean? Each option is designed to do something
different
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
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
COMMON ISSUES
There is a return on the order, but I can’t process the credit card to return the money Invoice the order
COMMON ISSUES
How do I prevent packages being sent to invalid addresses? Address Correction and Validation Module
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
CREDIT CARD PROCESSING
Batch Credit Processing
CREDIT CARD PROCESSING
An order must be invoiced before the funds can be captured
RELATED TOPICS
PCI Compliance July 2010 deadline KB1422 KB5343
Transactional data flow for accounting
KB1114 Gift cards
KB1349
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
QUESTION & ANSWER
Support support.dydacomp.com [email protected] 973 237 0300
Sales [email protected] 800 858 3666
