The following directions have been updated for the Store Setup Wizard introduced in the Order Manager version 5.804. For older versions of the Order Manager, see Setting up the Order Status System (5.803 and lower).
Following is a quick and basic, 3-step set up of the Order Status System.
For more detailed setup information, including how to customize the look-and-feel
of your hosted Order Status page, read the full documentation.
You can also find this documentation when you log into your
Order Status System Web Services and click Documentation.
Set up the Order Manager to send the statuses and order information to the Order Status System.
Go to Quick Clicks> Setup Wizard> Order Status System.
On the first page of the Order Status System section of the Setup Wizard:
Enter your User Name, Password, and Merchant ID in the Account Information block, and the Status Link URL and URL in the Server Information block. (That information will be provided to you by Stone Edge when you purchase your Order Status System subscription.)
Check the Use Status Updates and Send Updates to Order Status System check boxes.
Click the Test Settings button to confirm that all your settings are correct.
On the second page of the Order Status System section of the Setup Wizard:
To use the Order Manager’s pre-defined statuses for each event, click the Load Default Status Events button.
If you want to manually set the Item Status and Order Status for each Event, OR modify those set by the Load Default Status Events button, click in the Item Status or Order Status field and select from the drop-down list.
Check the Notify Cart box if you want the Order Status system to notify your cart of that particular event and status.
To add your own text to the Item Status and Order Status lists, click Enter Status'. The Add Order & Item Status Options box opens. Type the name of the Status you want to add in the Status Field. Click Save. To delete a Status, highlight the Status from the list and click Delete. Click Close to exit.
Log into your Order Status System Web Services: http://www.stoneedge.net/setistatus/admin/
It is not required that you change the default settings. The following options are available in the Navigation bar:
Check Orders: Here you can browse through all of your orders within the system
Generate HTML: Create HTML source code to copy and paste to your site to create a "check status" form for your customers
Settings: This page lets you modify most of the settings for your Status System pages
Inquiry Settings: Configure settings that let your customers send you inquiries about their orders
Account Information: This page allows your to keep your account info up to date
Contact Us: Contact Stone Edge with a problem, suggestion, or question about the Order Status System
Documentation:
Link to full documentation for the Order Status System
Merchants typically set up an HTML form on their store site where customers can retrieve orders status information. To get their order status information, customers will enter their order number and email into an online form.
To generate the HTML for a "check status" form, click Generate HTML on the navigation bar of your Order Status System Web Services.
Choose which type of form you want and which fields to include.
Click Generate HTML Form button. Copy and paste the HTML to the area or page you have designated on your web site.
Note: For information about sending order status data from multiple computers to the Order Status System, see the following documents:
See Also
Setting Up a Shared Post Stack Controller
Setting Up the Order Status System Video
Updated 6/12/09
Modified 5/18/10