Store Setup Wizard Manual Orders

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Overview

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.

 

Description of Page 1 of the Manual Orders Section

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

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

Navigational Arrows

Wizard Section and Page Numbers

Help Button

Cancel Button

Save and Exit Button

 

Created: 5/18/11

Modified: 5/20/11

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