Go to Bottom

Deleting Bad Company Names

Overview

Introduced in Version 2.01.

If you use a shipper that charges different rates for residential and commercial deliveries, you may want to check imported orders for bad company names, such as Self, Home, N/A or None. You can build a list of names like that, then have the Order Manager any that it finds.

Configure the Program to Check for Bad Company Names

1. Build a list of names to delete. Go to the Maintenance Menu and click [List Maintenance]. At the List Maintenance form, select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation the list called Company Names to Delete. Build your list of names (None, N/A, Self, etc.)

2. Go to Set System Parameters settings in the Order Manager that enable users to configure the program integrate with their business operations. The Order Manager includes hundreds of System Parameters to do just that. To change a system parameter, go to the Maintenance Menu> Set System Parameters.. In the Orders group, select the parameter called CheckCompanyNames and set it to True.

The check is only done when importing orders from your shopping cart an e-commerce software system that allows a merchant to sell products on the Web. In the context of the Order Manager, it refers to the settings that describe a merchants web store to the program, allowing it communicate with the online shopping cart and import orders, and other information etc.. Both the Ship To and Bill To company names are checked. When bad company names are found, only the company name will be deleted. There will be no other effect on those orders.

Created: 1/31/12

Go to Top