Version 5.9
This document assumes that you already have a functioning Web store (shopping cart). Setting up a Web site is outside the scope of this article.
Have someone with a thorough understanding of your current operations and order fulfillment process involved with the installation and customization of the program.
When the Order Manager program is purchased, a license to use one type of shopping cart is provided by Stone Edge Technologies, Inc. Licenses for other shopping cart types can be purchased separately, as needed. Stone Edge Technologies, Inc. directly integrates with, or "supports", the shopping cart types listed in the shopping cart matrix. If you will be using an "unsupported" or generic shopping cart, it is necessary to purchase a generic shopping cart license from Stone Edge Technologies, Inc., if you have not so already. Generic shopping carts may require more extensive setup than a supported shopping cart, and therefore may require outside IT resources to complete them.
Verify that you have met the minimal hardware and software requirements.
If you plan to install the Order Manager on a Local Area Network for multiple users, know the path to the server or host PC and the user name and password needed for access.
Enterprise version customers that plan to use an SQL data file, must have SQL Server installed and configured before converting the Access data file to an SQL data file. It is a good idea to have your SQL Server tech available.
Review the Knowledge Base page(s) that relate to the version(s) of Microsoft Access ( 2007, 2010) that will be run on any machine in your configuration. Make sure that the minimal maintenance levels are installed on each workstation and follow any other instructions that are contained within those articles, such as changing security levels, etc.
Review the Knowledge Base articles in the book entitled, Microsoft Software, that relate to the version(s) of Windows installed on any workstation where the Order Manager will be run. Install the latest Windows maintenance available from Microsoft on each workstation.
Review the Hardware Knowledge Base book to see the devices which have been tested and proven to work with the Order Manager. If you will be using similar hardware from other vendors, please locate and refer to the manufacturer's documentation for use in conjunction with the related Knowledge Base page for the particular device type.
It is necessary to know the name of your SMTP server, and the user name and password (if required), as well as any special ”quirks” about it, such as an alternate SMTP port. If not using the Order Manager's built-in e-mail system, have your favorite e-mail client installed and configured (Outlook, Outlook Express, etc.) prior to installing the Order Manager. Please check with your email provider to see if their mail servers require encryption (SSL).
Different shopping carts may use different credit card processing vendors and/or accounts. The Order Manager also supports separate credit card processors for separate carts. Please refer to the Payment Processing book of our Knowledge Base for more detailed information about specific credit card processor(s). Refer to Special System Parameters to set cart based parameters.
If you will be using Semplice with an Amazon Seller Central account, you will need to have some basic information available in order to set up the program to work with the Order Manager. Watch a video.
Have the tax rates for your state ready. That data can be entered when running through the Store Setup Wizard.
If using the optional Avalara Avatax system, have the Avalara License Key,Account Number and Tax Location Code handy. Follow the directions in the Knowledge Base article, Sales Tax Systems, after the program has been initially installed and launched.
Decide whether to use the integrated shipping software solutions for UPS, Fed/Ex and USPS (DAZzle) or use an external shipping system, such as UPS WorldShip, FedEx Ship Manager, DHL DBConnect or USPS Galaxy Ship. ShipRush is also compatible with the Order Manager.
Please note that you must have a valid SSL certificate installed with your shopping cart in order for the Order Manager to connect to it.
Make a list of the URL’s, user names and passwords for each shopping cart that will be setup in the Order Manager.
If applicable, download and install any modules or scripts that are provided by Stone Edge Technologies, Inc. for your specific shopping carts which allow the cart to communicate with the Order Manager. If your specific cart requires any additional modules to be installed, they will be listed on the download gateway where you downloaded the Order Manager program.
Some carts may also require settings for certain features to be made at the web site in order to communicate properly with the Order Manager. For example, Yahoo requires that you contact them to have the Real Time Link turned on at the web site before it is possible to import orders into the Order Manager. Please refer to the Specific Shopping Carts book in our Knowledge Base for setup instructions related to your specific shopping cart(s) to see if there are any additional steps that need to be taken prior to installing the program.
Determine if data will be imported directly from the Web site (shopping cart) or if data will be transferred by a text file. Refer to the Shopping Cart Matrix to see if your cart supports direct order and product imports. If using a text file transfer method, have the data exported from the Web site and make a note of the name and location of the file.
If drop-shipping orders or if you plan to use the purchase order system of the Order Manager, it will be necessary to enter supplier information into the program. Export supplier information from your Web site to a text file or manually create a text file with that information which will be used as input to the Order Manager.
Created: 1/18/12
Modified: 11/25/13
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