This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.
There are three pages in the Order Processing section:
How do you want to handle approving new orders?
Order States & Approval Rules
Customer Searching & Matching Options
In the first screen, the options are set by default, so that all orders will require manual approval. Make any changes you want to the approval options or leave the default settings for now and make adjustments later, once you've established your Order Manager workflow.
The Order States button opens the Order State Rules screen, where you can assign certain "states" to an order, such as Layaway or On Hold. Setting Order States is optional, so you do not need to set this up. However, you may want to return to the Order State Rules screen and utilize this feature when you become more familiar with the program. For an explanation of Order States and how to set them up, see the article, Order States.
The Approval Rules button opens the Order Approval Rules screen where you can create customized approval rules to help automate and expedite your order review and approval process. Setting Approval Rules is optional, so you do not need to set this up. However, you may want to return to the Order Approval Rules screen and utilize this feature when you become more familiar with the program. For an explanation of the Approval Rules screen and how to set them up, see the article, Approval Rules.
On this screen, the default settings tell the program to try to match the customer email and phone numbers in new orders with those of existing customers. You can leave the default settings or modify them according to your preferences.
When you are finished with this page, click the next arrow at the bottom of the screen 
to proceed to the next section.
The following articles will help you navigate the Order Manager Setup Wizard. If you're just beginning the Setup Wizard, follow the articles in order. Otherwise, click a link below to jump to that section:
Order Processing
Created 2/4/09
Updated 6/26/09
Modified 3/30/10