This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.
There are three pages in the Miscellaneous section of the Setup Wizard:
As the title suggests, the Miscellaneous Program Options page allows you to set various options in the Order Manager.
Choose your Default Order View, which will display when you open the View Orders screen.
The option to Resize screens to make use of your monitor size is checked by default.
Choose whether or not to Verify addresses when importing orders.
Click the Configure Custom Fields button to configure custom fields for orders, order details, customers, products, and/or suppliers. See the Knowledge Base article, Configuring Custom Fields to guide you through the setup process.
Click Define Kits to create Kits in your inventory. See the Knowledge Base article, Kits for instructions on building kits.
Click Define Assemblies to create Assemblies in your inventory. See the Knowledge Base article, Assemblies for information of building assemblies.
The Stack Controller is in charge of sending "posts," such as email, order status, and inventory updates from the Order Manager to their destinations. There are three Stack Controller options; choose the option best suited to the volume of your business:
Local - By default, the Order Manager stores pending post requests on the local workstation using the stack controller within program file. This option is suitable for smaller businesses with a small volume of orders.
To choose this option, all you do is select Local from the Web Stack Location box.
Note: If your system becomes "hung up" while importing orders, processing tracking numbers, or sending email, you probably need to switch to the Shared or External Stack Controller option.
Shared - This option is recommended if you have a medium-volume store, use the Order Status System, or want to ensure individual workstations running the Order Manager are not held up by post requests. A shared stack controller enables multiple Order Manager workstations to send posts to one dedicated stack controller running on a separate computer.
To choose this option, select Shared from the Web Stack Location box and type the name of the computer that will host the shared stack controller in the Web Stack Controller field. See the Knowledge Base article, Setting Up a Shared Stack Controller for complete setup instructions.
Note: To use this option, Order Manager users must be on a network using a shared Order Manager data file, with access to the dedicated computer running the stack controller.
External - This option is recommended for higher volume stores. The External Stack Controller is a standalone application that runs outside the Order Manager and only interacts with the Order Manager only when it receives post requests. The External Stack Controller is a free, separate downloaded file available on the Stone Edge Download Gateway. It must be installed on one PC that is networked to the others running the Order Manager.
If you have already downloaded and installed the External Stack Controller and the SETIWebStack.mdb database, then you can complete the Setup Wizard. Select External Stack Controller from the Web Stack Location box, and then click the Browse button next to the Web Stack Data Location field. Select the network path to the folder where the SETIWebStack.mdb database is located and click OK.
If you have NOT yet downloaded and installed the External Stack Controller and the SETIWebStack.mdb database, then refer to the Knowledge Base article, External Stack Controller for complete setup instructions.
This page was introduced in Version 5.809 and allows the user to easily set existing system parameters related to Returns, Exchanges and RMAs. Refer to the Knowledge Base article Returns RMAs and Exchanges for more information about processing Returns, RMAs and Exchanges.
Mark Returns for Discard - If checked, system parameter DefaultReturnsToDiscard is set to TRUE and the program will mark returned items as discarded rather than returning them to inventory or the vendor.
Carry Discounts Forward to Exchange Orders - If checked, system parameter ExchangeOrderCarryDiscount is set to TRUE and the program will carry forward any discounts that were applied to the original order.
Generate RMAs - If checked, system parameter AllowDoRMAs is set to TRUE and the program will allow RMAs to be created at View Orders.
Set Item Status when RMA Issued (Optional) - Sets system parameter RMAIssuedStatus. From the drop-down list, select the status that will be inserted into the Status field in the Order Details table when an RMA is issued for an item. Any text already present in the Status field will be lost. Note: this status will be set even if the RMA does not apply to the total quantity of the line item.
Set Item Status when RMA Received (Optional) - Sets system parameter RMAReceivedStatus. From the drop-down list, select the status that will be inserted into the Status field in the Order Details table when an RMA is received for an item. Any text already present in the Status field will be lost. Note: this status will be set even if the RMA does not apply to the total quantity of the line item.
RMA Created Email Template - Sets system parameter RMACreatedDefaultEmail. Choose the desired email template from the drop-down list.
RMA Received Email Template - Sets system parameter RMAReceivedDefaultEmail. Choose the desired email template from the drop-down list.
Shipping Method for Exchanges - Sets system parameter ExchangeDefaultShippingMethod. Select the appropriate shipping method from the drop-down list.
Shipping Charge for Exchanges - Sets system parameter ExchangeShippingFeeAmount. Enter the flat dollar amount to charge for shipping exchange orders.
Charge Restocking Fee for Returns - If checked, system parameter ChargeRestockForReturns is set to TRUE, and the program will enable restocking fees to be applied to POS returns. To enable the program to charge a restocking fee for non-POS returns, select a Calculation Type other than NONE (sets system parameter ReturnFeeCalcType) and enter a value greater than zero in the corresponding Amount or % box (sets system parameter ReturnFeeCalcValue).
Charge Restocking Fee for Exchanges - If checked, system parameter ChargeRestockforExchanges is set to TRUE, enabling the program to apply restocking fees to exchanges (non-POS and POS). Choose a Calculation Type other than NONE (sets system parameter ExchangeFeeCalcType) and enter a value greater than zero in the corresponding Amount or % box (sets system parameter ExchangeFeeCalcValue).
Issue Shipping Credits for Both - If checked, system parameter ShippingCreditForReturns is set to TRUE, and shipping credits will be issued for both returns and exchanges. Select a Calculation Type other than NONE and enter a value greater than zero in the Amount or % box on the same line (sets system parameters ShippingCreditCalcType and ShippingCreditCalcValue, respectively).
Automatically Select the Current User - Controls system parameter RMASetToCurrentUser, which is TRUE (checked) by default. If user security is on or a default user is specified the program will automatically set the user when the form opens.
Approve Orders Created for Exchanges - If checked, system parameter ApproveExchangeOrders is set to TRUE and the program will automatically approve orders that are created for exchanges.
Automatically Select the RMA to Edit - Controls system parameter RMAsAutoEditOnOpen. If checked, and an RMA already exists on an order when clicking the Returns, Exchanges & RMAs button at View Orders, the system will automatically select an RMA to edit.
Automatically Select the RMA to Receive - Controls the system parameter RMAsAutoReceiveOnOpen. If checked and an RMA already exists on an order when opening the Returns, Exchanges & RMAs form at View Orders, the system will automatically select an RMA to receive. This parameter takes priority over the RMAsAutoEditOnOpen parameter.
Allow Entry of New Reasons for Returns - If checked, system RMAAllowNewReasons is set to TRUE. If TRUE, users can select from the list or enter new reasons. If FALSE, reasons for RMAs will have to be selected from a pre-defined list (entered at the List Maintenance form).
Setup Wizard Articles
Following are links to all the Setup Wizard Knowledge Base articles listed in the same order as the Wizard Index in the Order Manager. To continue following the Setup Wizard documentation in order, click the next topic.
Miscellaneous
Created 2/18/09
Updated 5/28/10