Orders can be imported into the Order Manager via the Internet or from a text file. The method you use depends on your shopping cart's capabilities. For more information, look up the Setting Up a .... Shopping Cart article in the online Knowledge Base for the cart type that is being used.
Note!: Some shopping carts require the merchant to select an order status (or statuses) on the Shopping Cart form (Create/Edit Shopping Cart) to determine which orders will be imported from the web site. If this value is not set, the message "No Orders to Import" will be displayed.
Go to Main Menu> Orders> Import.
The Import Orders dialog box opens:
Click on the appropriate shopping cart from which you want to import orders.
Notice that after you select a shopping cart, a field indicating the store type appears in the middle of the dialog box.
Click the Import via Internet button.
If this is the first time that orders are being imported from this shopping cart, the Import Archive Data? dialog box opens. Determine how the Order Manager should select and process orders from the shopping cart:
If the orders that are being imported from your shopping cart are all new orders and have not already been processed and shipped, click No. The program will begin the import process. All orders will be considered to be "unapproved" once they are imported into the Order Manager (the Approved box on the Orders form will not be checked).
If the range of orders to be imported is comprised of both new, unprocessed orders, as well as previously processed orders, click Yes.
The Select a Date dialog box opens.
Click on a date on the calendar or choose the Today or Tomorrow buttons to tell the Order Manager that orders up to and including this date should be considered as already processed. Those orders will be marked as "Approved" (the Approved box on the Orders form will be checked) on import. Any orders placed after the date specified will be considered "unapproved" (the Approved box on the Orders form will not be checked) when they are imported into the Order Manager.
Click OK to begin the import.
To restrict the number of orders to be downloaded, enter a starting web order number in the Enter Order Number box. The program will only import orders with order numbers greater than the order number entered here.
The Select a Date dialog box opens.
Click on a date on the calendar or choose the Today or Tomorrow buttons to tell the Order Manager that orders up to and including this date should be considered as already processed. Those orders will be marked as "Approved" (the Approved box on the Orders form will be checked) on import. Any orders placed after the date specified will be considered "unapproved" (the Approved box on the Orders form will not be checked) in the Order Manager.
Click OK to begin the import.
Note: This dialog is only entered if importing orders from a shopping cart for the first time. In the future, to import old orders from the shopping cart, go to Main Menu>Maintenance Menu> Import/Export> Import Old Orders.
When the Order Manager is finished importing the orders, you will see a confirmation message box. Click OK.
Tip: If any orders in your shopping cart do not contain line items (e.g., you entered a test order), you may see a message box stating that an order does not include any ordered items. Click OK.
If you selected the option to print an order summary after importing orders in the Store Setup Wizard, the Select Printer for Order Summary dialog box opens.
You can print to the Default Printer (Windows default printer for that workstation) or you can print to a different printer by clicking the Selected Printer checkbox and selecting the name of the printer in the Select a Printer list box. If necessary, click on a printer tray in the Select a Paper Source list box.
Click Print or Cancel to exit the dialog box.
Note: If the Don't display this menu any more box is checked, all reports will be sent to the Windows default printer and the Select a Printer dialog box will no longer appear. Please be advised that checking this box sets a global system parameter UsePrinterMenu to False and affects all workstations in a networked Order Manager environment.
Your view returns to the Import Orders dialog box.
Click on the View Orders from Last Import button.
The View Orders form opens. Use the navigation buttons at the bottom of the form to scroll between the newly imported orders.
Click Close to exit the View Orders screen.
Export orders out of your shopping cart into a text file and store the text file in the default New Orders directory, e.g. c:\StoneEdge\NewOrders. Note: Make sure the file is in the required format for your shopping cart.
Go to Main Menu>Import Orders.
The Import Orders dialog box opens:
Click on the appropriate shopping cart from which you want to import orders.
Notice that after you select a shopping cart, a field indicating the store type appears in the middle of the dialog box.
Click the Import from Text File button.
If this is the first time that orders are being imported into the Order Manager for this particular shopping cart, follow the instructions in step 6 of the previous section, entitled Import Orders via the Internet.
When the Order Manager is finished importing the orders, you will see a confirmation message box. Click OK.
If you selected the option to print an order summary after importing orders in the Store Setup Wizard, the Select Printer for Order Summary dialog box opens. If you will always print to the same default location, click the Don't display this menu any more checkbox, and it will not open each time you import orders. Be advised that this sets a global system parameter (UsePrinterMenu) that affects all workstations in a networked Order Manager environment.
Click Cancel to exit. Your view returns to the Import Orders dialog box.
Click on the View Orders from Last Import button.
The View Orders dialog box opens. Use the navigation arrows to scroll between the orders that were just imported. imported.
See Also
Matching New Orders to Existing Customer Records Upon Order Import
Updated 10/30/09