The Order Manager includes many ways to automate your order processing. Minor automation rules can be established to save you a few mouse clicks here and there. Major automation rules can shave hours off the time needed to fill your orders. Please review some of the automation techniques described below to find out which methods are right for you.
This document covers:
Automatically Capture Credit Card Charges at Manual Approval
What it does
Use this function if you have orders with credit card payments that were pre-authorized in your shopping cart or at the Manual Orders screen. When you approve an order manually, if the order has a pre-authorized credit card payment, the Approval Options screen will show the credit card information will be pre-configured to capture the payment when you click one of the Approve buttons.
How to set it up
Go the Maintenance Menu, click "Set System Parameters".
Browse to the "Credit Cards" group.
Set
"CaptureAtManualApproval" to TRUE.
Automatically Capture Credit Card Charges at Import
What it does
Use this option if you have credit card charges pre-approved, but not captured, in your Web shopping cart. When importing orders, if an order can be approved, the program will try to capture its pre-authorized credit card payment (if any). If unsuccessful, the order will not be approved. This works in conjunction with automating the approval process. See Automatically Approve Imported Orders below to learn how to automatically approve orders.
How to set it up
Go the Maintenance Menu, click "Set System Parameters".
Browse to the "Credit Cards" group.
Set
"CaptureApprovedOrdersAtImport" to TRUE.
Automatically Charge Credit Cards at Import
What it does
Use this option if you do not have credit card charges pre-approved or charged in your Web shopping cart. When importing orders, if an order can be approved, the program will try to process the credit card charges. If unsuccessful, the order will not be approved. This works in conjunction with automating the approval process. See Automatically Approve Imported Orders below to learn how to automatically approve orders.
How to set it up
Go the Maintenance Menu, click "Set System Parameters".
Browse to the "Credit Cards" group.
Set
"ChargeCardsAtImport" to TRUE.
Automatically Approve Imported Orders
What it does
You "approve" an order when it is paid and ready to ship. You can approve all orders manually, or you can configure the Order Manager to automatically approve certain orders based on rules that you set up. If you approve some others automatically, you can also tell the program to charge your customers' credit cards at that time. See Automatically Capture Credit Card Charges at Import and Automatically Charge Credit Cards at Import. Also see Approval Rules.
How to set it up
Go the Maintenance Menu, click "Set System Parameters".
Browse to the "Orders" group.
Set
"ReviewAllOrders" to FALSE. At this point all orders will be
automatically approved unless the orders has Special Instructions, Comments
or Drop Shipments.
Additional Parameters
Below is a list of additional parameters you may wish to set to aid in your automatic approval setup:
| Parameter Group | Parameter Name | Explanation |
| Order | ApproveOrdersWithComments | If TRUE, imported orders with Comments can be automatically approved (if all other rules are met). |
| Order | ApproveOrdersWithDropShips | Set to True to have Order Manager approve orders containing drop-ships (assuming all other rules met) |
| Order | ApproveOrdersWithInstructions | If TRUE, imported orders with Order Instructions can be automatically approved (if all other rules are met). |
You can also create "Approval Rules" that give you much more control over what happens as orders are imported into the Order Manager. Any approval rules are checked before credit card charges are processed. Since charges are only processed if an order can be approved, the rules you set up will affect whether the charges for each order are processed as they are imported.
See Also