Order Manager Features: Features List

• Order Management
  • Add, edit and delete line items
  • Manage backorders
  • Handle returns and exchanges
  • Issue RMAs
  • Create repeat orders
  • Send email messages
  • Process payments
  • Store notes, comments, gift messages, etc.
  • Track packages
  • Set estimated and actual shipping dates
  • Set status for entire order and individual line items
  • Create and send drop-ship purchase orders
  • Send orders to fulfillment centers via text files, email or Web interface
  • Use up to 20 custom fields per order, plus 20 per line item
  • Automatically convert SKUs based on color, size, style, etc. selected by the customer
  • Process orders individually or in bulk mode
• Customer Management
  • Fast, easy order lookup by order number, customer name, company name, order date, items ordered, etc.
  • View order history, current balance, etc.
  • Store notes about orders or customers
  • Flag “do not ship to” and “do not email to” customers
  • Set price level (retail, wholesale, club, etc.)
  • Set cost plus or percent off discount level
  • Use up to 20 custom fields for each customer
  • Send individual or bulk emails to customers
  • Store outgoing email messages in customer notes
  • Optional Web-based Order Status System reduces “where’s my order” phone calls!
• Printing
  • Invoices
  • Packing slips
  • Shipping labels
  • Barcode labels
  • Pick lists
  • Long list of standard reports
  • All standard reports are customizable
  • Add your own custom reports
  • Invoices, packing slips and shipping labels can be printed individually or in batches
• Packing & Shipping
  • Scan items as they are packed – eliminates packing errors!
  • Pack & Ship system prints UPS, Fedex and USPS shipping labels
    • Includes option to display product images as they are packed
    • Supports multiple packages per order
  • UPS: compatible with UPS Online Worldship
  • Fedex: compatible with Fedex Ship Manager
  • Dazzle: compatible with Endicia Dazzle for USPS shipping
  • Other shipping systems: Compatible with most other shipping software via text files or ODBC
  • Imports tracking numbers from most shipping programs
  • Emails tracking data to your customers
  • Web-based Order Status System includes clickable tracking links for your customers
• Inventory Management
  • Supports normal, drop-shipped and “virtual” products
  • Automatic purchase order creation based on reorder points or sales history
  • Real-time inventory tracking with many shopping cart systems
    • Tracks quantity on hand at the option/attribute level (e.g. color, size, style, etc.)
    • Updated automatically as sales are made, returns and exchanges processed, new inventory received, etc.
  • Easy importing and exporting of product data
  • FIFO (First In First Out) cost of goods tracking
  • Use up to 20 custom fields per item
  • Barcode Scanner Support
  • Supports multiple vendors per item, each with their own SKU (part number), cost, purchasing rules, etc.
  • Up to 10 price levels (e.g. Retail, Wholesale, Club, Web, etc.)
  • Supports alternate barcodes and alternate SKUs
  • Supports “Kits” – items that are made up of other items
• Credit Card Processing
  • Automatically charge credit cards and/or capture pre-authorized payments
  • Includes Virtual Credit Card Terminal
    • Pre-authorize payments
    • Capture pre-authorized payments
    • Charge cards
    • Issue credits
  • Supports multiple credit card gateways, including:
    • Authorize.net
    • Verisign Payflow Pro
    • USAePay
    • ECHO, Inc.
    • SkipJack
  • Supports PC Charge
  • Use different gateways and/or accounts for each store
  • Point of Sale system supports “card present” transactions for lower rates
• Extensive Email System
  • Supports HTML and text email
  • Create email templates with powerful “tags” that insert information about orders, customers, suppliers, etc.
  • Send individual and bulk email
  • Send email automatically as orders are imported, tracking numbers are imported, etc.
  • Use special email templates when credit card charges are declined or fail AVS or CVV2 validation
  • Store copies of outgoing email messages in notes for customers, orders and suppliers
• Multiple Store Management
  • Import from your shopping carts into separate Order Manager “stores”, or combine two or more shopping carts into the same Order Manager store
  • Use different company information on invoices and packing slips and in email messages depending on the source of each order
  • Share inventory data between stores
• Non-Web and Point of Sale Orders
  • Enter orders that arrive via phone, fax, etc.
  • Includes Point of Sale system
    • Acts as an electronic cash register
    • Supports cash drawers, barcode scanners and credit card scanners
  • All orders pull from the same inventory
  • Real-time inventory tracking is updated automatically as non-Web sales are made
• Import & Export functions
  • Import Products from text files, Access files and directly from most supported shopping cart systems
  • Import customers and suppliers from text files, Access files, etc.
  • Export all or selected customers
  • Includes Froogle feed
  • Export all or selected products
  • QuickBooks export
  • Export order data to fulfillment centers
• Multi User System
  • Includes license for use on up to 5 workstations
  • Allows simultaneous access to your data by multiple users
• Optional Web-Based Order Status System
  • Easy to incorporate into your Website
  • Includes order-level and item-level status events
  • Status changes are sent to the Internet automatically as they occur
  • Lets your customers get up-to-the-minute information about their orders
  • Reduces “where’s my order” phone calls!
• Other Features
  • QuickBooks interface
    • Exports summaries of sales, sales tax, shipping charges, credit card deposits, etc. to QuickBooks
    • Exports payables for received purchase orders so you can use QuickBooks to print your checks
    • Track sales and cost of goods by product categories
  • Security Features
    • Create Users and Groups
    • Assign permissions to Groups
    • Restrict access to forms, options, data, etc.
    • Designate workstations as POS-only, Packing-only, etc.
    • Encrypts credit card account numbers
  • Open System
  • Written in Microsoft Access and Visual Basic for Applications
  • Data files are standard Access files
  • Supports custom functions and custom reports
  • Custom programming available at reasonable prices