This article pertains to the Order Manager version 5.803 and lower.
The Order Processing tab on the Store Setup Wizard is where you perform the following functions in the Order Manager:
For details on using the Import Inventory & Customers from QuickBooks button, see Import Inventory & Customers from Quickbooks.
For details on using the Import Inventory, Customers and Suppliers button, see Import Suppliers, Customers, Inventory or Costs & Prices.
For single workstation installations:
In the Where you will put new downloaded Orders field, notice the default location is entered. It is recommended that you use the default location for storing downloaded orders, e.g. c:\StoneEdge\NewOrders.
GlobalWebCart Users: Enter the directory to which GlobalWebCart saves exported files in the Where you will put new downloaded orders field, e.g. c:\GlobalWebCart\[YourFolderName]\Export.
In the Where imported Order files will be archived field, notice the default location is entered. It is recommended that you use the default location for archiving imported orders, e.g. c:\StoneEdge\DataArchives.
For client/server installations:
Click on the Browse button to select the shared folder where the Order Manager is installed as the default location for storing new orders and archiving old orders. For example:
\\[Fileserver]\Cdrive\StoneEdge\NewOrders or \\[Fileserver]\Cdrive\StoneEdge\DataArchives
In the Name of default supplier field, enter the name of your supplier by performing one of the following steps:
Enter your company’s name in this field if you manufacture your own products or you are your own supplier.
Enter your most frequently used supplier.
Leave this field blank if you will not be tracking supplier information such as costs or supplier SKUs.
If you do not plan to use the Order Manager to track inventory quantities on hand, click the check box Don’t track inventory – assume all items always in stock. Note: Checking this option will disable the drop-ship system. If you intend to drop-ship product, DO NOT check this box.
In the Automatically approve section, click the check boxes next to the options you wish to use.
Note: In order to ship an order, the order must be "approved". Select the appropriate options to approve orders automatically or click the check box None (require review of all orders). You can also create approval rules to further automate approving orders.
If your vendor(s) ship any items directly to your customers or drop ship, complete the Drop ship contact information section:
Enter the Name of person at your company vendors should contact if there is a problem with an order.
Enter the Telephone number at your company vendors should call if there is a problem with an order.
Enter the Email address at your company to which drop ship vendors should send confirmations.
See Also