order processing tips

ORDER PROCESSING TIPS

AGENDA

Objective – To help inform you of features you may have and not be using

This webinar will cover Order and Item Status Processing Orders Finding Orders Global Parameter Settings Common Issues Q&A

ORDER AND ITEM STATUS

Many issues for order processing stem from the order or item status

First step for order processing issues where orders aren’t processing, is to check the status

ORDER AND ITEM STATUS

Order Status

Line Item Status

PROCESSING ORDERS

Originally, M.O.M. just had a batch order processing

Packer’s Workstation was added for businesses with heavy volume and helps control order processing

PROCESSING ORDERS

Batch Order Processing

PROCESSING ORDERS

Batch Order Processing

PROCESSING ORDERS

Packer’s Workstation Assign orders to packers using the

Warehouse Manager’s Station

PROCESSING ORDERS

Choose New Batch to assign orders to pickers and packers

PROCESSING ORDERS

Assigning orders

PROCESSING ORDERS

Choose to automatically assign orders

PROCESSING ORDERS

View the graph to see assigned orders

PROCESSING ORDERS

PROCESSING ORDERS

PROCESSING ORDERS

Get packing slip and box label on one form to ensure the correct label is on the correct box

PROCESSING ORDERS

Notices A common question we see is, when do

notices generate and print? Email Invoices

A common question we see is, how do I generate an email invoice with my company logo?

PROCESSING ORDERS

Notice Generation Credit Card Decline

This notice will generate automatically when a credit card is declined

Will print when running the notices stage Shipping Confirmation

Set up the notice under Maintain -> Advertising Information -> Customer Notices

Choose the notice on the Notices Tab of Global Parameters

Will queue after the shipping stage is run Can print or e-mail

PROCESSING ORDERS

Email Invoices Customer record Financial Tab must be set

up to generate e-mail invoices Customer record must have an e-mail

address Choose on the Global Parameters Forms

Tab to e-mail invoices to customers Also in Global Parameters, set up the E-

mail settings on the Notices Tab to customize how your e-mailed invoice will look

PROCESSING ORDERS

E-mail Invoice Example

PROCESSING ORDERS

Manager’s Authorization Settings These settings solve the need for control

over orders This will require a managers user ID to

authorize an order before the order moves through any order processing stage.

PROCESSING ORDERS

Manager’s Authorization Set up in Global Parameters to stop orders

ORDER PROCESSING

Manager’s Authorization

FINDING ORDERS

A common question we see is, how do I get more visibility to orders? Multiple reports will help find orders in

certain statuses These reports do have criteria to narrow search

further, ex. for a specific shipping method Manager’s Dashboard, set up per user ID,

can be configured to show certain data for order control

FINDING ORDERS

List Status of Pending

FINDING ORDERS

Open Order Status

FINDING ORDERS

Manager’s Dashboard Set up per user ID

FINDING ORDERS

GLOBAL PARAMETER SETTINGS

Multiple tabs of global parameters play a big factor in order processing, such as What forms will print and on what form What is required on orders before they can

be saved Where your orders process

GLOBAL PARAMETER SETTINGS

Forms Tab

GLOBAL PARAMETER SETTINGS

Order Entry Tab

GLOBAL PARAMETER SETTINGS

Order Processing Design Tab

COMMON ISSUES

We see a lot of support issues on order processing

The next few slides will walk through some common questions that we see, and give possible resolutions

COMMON ISSUES

How do I find the items on a canceled order? Lost Sales Report Must be set up in Global Parameters

COMMON ISSUES

Canceling an order will prompt the order taker for a reason

COMMON ISSUES

COMMON ISSUES

My company is changing how we do shipping, when should I make these changes? After you have run a complete batch, and

no orders are left to be processed It is bad practice to make changes while

orders are waiting to be processed Also note, it may be a good idea to test

changes on a back up copy of your system

COMMON ISSUES

Is there a batch reset for orders? No, there is not When running a batch, be sure the

paperwork printed before clicking Yes

COMMON ISSUES

How do I get two copies of an invoice to print? Set this up in Global Parameters

COMMON ISSUES

How do I get a copy of the invoice? Click on the R icon, to see the Order Reset

Controls Click Print a Copy of Invoice

COMMON ISSUES

What do the order reset controls mean? Each option is designed to do something

different

COMMON ISSUES

How do I make an order show shipped without running it through shipping? Use the traffic light icon to change the item

status

COMMON ISSUES

Why does this order show an Invalid Package Label Status? Check the box has a weight, correct

shipping method, customer has a valid address, and the zip code auto fills

COMMON ISSUES

There is a return on the order, but I can’t process the credit card to return the money Invoice the order

COMMON ISSUES

How do I prevent packages being sent to invalid addresses? Address Correction and Validation Module

CREDIT CARD PROCESSING

Cards can be charged order by order Cards can also be charged in a batch

setting The batch still gives control to process

cards individually The batch also gives visibility to cards that

may be declined or have issues

CREDIT CARD PROCESSING

Batch Credit Processing

CREDIT CARD PROCESSING

An order must be invoiced before the funds can be captured

RELATED TOPICS

PCI Compliance July 2010 deadline KB1422 KB5343

Transactional data flow for accounting

KB1114 Gift cards

KB1349

RELATED TOPICS

Some additional features of M.O.M. 7 include EDI Create your own reports QuickBooks enhancement

Pass detailed information to QuickBooks Additional Stock Item Features Enhancements to multiple modules

QUESTION & ANSWER

Support support.dydacomp.com support@dydacomp.com 973 237 0300

Sales sales@dydacomp.com 800 858 3666