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Import Orders

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Overview

The Import Orders screen is the location in the program where the user can transfer order information from a shopping cart into the Order Manager. This can be accomplished directly via the internet or from a text file that has been exported from one or more of the Order Manager's internally integrated shopping cart types. Refer to the Shopping Cart Matrix to identify integrated shopping carts and the specific functions that each cart can use in conjunction with the Order Manager. Shopping carts that are not in that list may still be able to integrate with the Order Manager by means of purchasing a "Generic" shopping cart license, however, the user is responsible for creating and maintaining the integration scripts, based on the program specifications found in the Developer's Guide.

To access the Import Orders screen, click the [Import] link in the Orders section of the Main Menu. Before orders can be imported into the Order Manager, at least one shopping cart must have already been defined.

Description of the Import Orders Screen

Figure 1: Import Orders screen

Select Shopping Cart to Import From List Box

Import via Internet Button

Import from Text File Button

View Orders from Last Import Button

Close Button

Importing Orders

Performing a Direct Order Import

  1. Click the [Import] link in the Orders section of the Main Menu.

  2. The Import Orders screen will open. Refer to Figure 1.

  3. Select the appropriate shopping cart from the Select Shopping Cart to Import From list.

  4. Click the Import via Internet button to start the import.

  5. If this is the first time that order information has been imported from a Web site, refer to First Import Screen for more information about responding to the program prompts.

  6. When the import process has been completed, the program will provide a visual summary of the results. Click OK.

  7. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu screen will appear to allow the user to select the printer (and tray) where the order paperwork and reports are printed.

  8. (Optional) Click the View Order from Last Import button to review the newest orders.

Performing a Text File Order Import

  1. Click the [Import] link in the Orders section of the Main Menu.

  2. The Import Orders screen will open. Refer to Figure 1.

  3. Select the appropriate shopping cart from the Select Shopping Cart to Import From list.

  4. Click the Import via Text File button to start the import.

  5. If this is the first time that order information has been imported from a Web site, refer to First Import Screen for more information about responding to the program prompts.

  6. When the import process has been completed, the program will provide a visual summary of the results. Click OK.

  7. Depending on the setting of the system parameter, UsePrinterMenu, the Printer Menu screen will appear to allow the user to select the printer (and tray) where the order paperwork and reports are printed.

  8. (Optional) Click the View Order from Last Import button to review the newest orders.

Created: 1/25/12

Modified: 9/25/13

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