Version 5.9
Store Setup Wizard
In this Topic: Show
The Manual Orders section of the Store Setup Wizard is where the user determines the way the program will behave when entering orders that are received by phone, fax, or mail. The most commonly used settings are those that are already selected by default when this screen is initially opened. Hover the cursor over the fields to see explanatory text.
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In addition to the information in the Setup Wizard Knowledge Base pages, the actual program screens of the Setup Wizard also have explanatory text associated with them; hover the cursor over the fields on the screen to see it.
Review the settings and parameters in Chart 1 to decide if any other defaults for the Manual Orders screens should be set at this time.
Figure 1: Store Setup Wizard - Manual Orders
The check boxes and drop-down lists on this screen set system parameters which control the behavior of the program. Review each parameter's comments in the Knowledge Base topic, Manual Orders Parameter Group, for more information before making your selections.
To enable any of these parameters, check its box, select a setting from drop-down list or enter a value in the text field.
| Setting (check box, field or drop-down list ) | Corresponding System Parameter |
| Require the sales person's name | ManualOrdersRequireSalesperson |
| Show the View Item button | ManualOrdersShowViewItemButton |
| Build Sub-SKUs as items are ordered | ManualOrdersBuildSubSKUs |
| Always add kit parts | ManualOrdersAlwaysAddKitParts |
| Always show cross-sell items | AutoShowCrossSell |
| Require CVV2 for credit card charges | ManualOrdersRequireCVV |
| Require full payment | ManualOrdersRequireFullPayment |
| Approve manual orders with no issues | ApproveManualOrders |
| Approve manual orders with backordered items | ApproveIncompleteManualOrders |
| Approve manual orders with no payments at all | ApproveUnpaidManualOrders |
| Approve manual orders that are not paid in full | AllowApproveWithBalanceDue |
| Allow override of approval status set by program | AllowOverrideApprovalDefault |
| Default credit card process |
ManualOrdersDefaultTransType |
| DefaultShippingMethod |
ManualOrdersDefaultShipping |
| Require selection of a shipping method |
RequireShipping |
| Flat Shipping Charge |
ManualOrdersFlatShippingCharge |
| Default Shopping Cart |
ManualOrdersDefaultCart |
| Require the choice of a shopping cart |
ManualOrdersRequireCart |
| Remember the cart from the previous order |
ManualOrdersRememberLastCart |
Chart 1
use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard
the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all
opens the Knowledge Base
will cause the program to prompt for confirmation before exiting the Store Setup Wizard without saving any changes that have been made
click [Yes] to save the changes before exiting the wizard
click [No] to abandon the changes and exit the wizard
click [Cancel] to remain at the Store Setup Wizard and continue making changes
this button will save all changes that have been made before exiting the Store Setup Wizard
Created: 5/18/11
Modified: 5/20/11