This document provides tips for order processing in M.O.M., covering topics like order status, processing orders, finding orders, global parameter settings, common issues, and related topics. It discusses features like batch order processing, the packer's workstation, manager authorization settings, and reports for order visibility. Common issues addressed include canceling orders, making changes after a batch runs, invoice copies, and invalid addresses. Credit card processing and PCI compliance are also briefly covered.

1. Order Processing Tips

2. AgendaObjective – To help inform you of features you may have and not be usingThis webinar will coverOrder and Item StatusProcessing OrdersFinding OrdersGlobal Parameter SettingsCommon IssuesQ&A

3. Order and item statusMany issues for order processing stem from the order or item statusFirst step for order processing issues where orders aren’t processing, is to check the status

4. Order and item status Order StatusLine Item Status

5. Processing ordersOriginally, M.O.M. just had a batch order processingPacker’s Workstation was added for businesses with heavy volume and helps control order processing

6. Processing ordersBatch Order Processing

7. Processing OrdersBatch Order Processing

8. Processing OrdersPacker’s WorkstationAssign orders to packers using the Warehouse Manager’s Station

9. Processing ordersChoose New Batch to assign orders to pickers and packers

10. Processing OrdersAssigning orders

11. Processing ordersChoose to automatically assign orders

12. Processing ordersView the graph to see assigned orders

13. Processing orders

14. Processing orders

15. Processing ordersGet packing slip and box label on one form to ensure the correct label is on the correct box

16. Processing ordersNotices A common question we see is, when do notices generate and print?Email InvoicesA common question we see is, how do I generate an email invoice with my company logo?

17. Processing ordersNotice Generation Credit Card DeclineThis notice will generate automatically when a credit card is declinedWill print when running the notices stageShipping Confirmation Set up the notice under Maintain -> Advertising Information -> Customer NoticesChoose the notice on the Notices Tab of Global ParametersWill queue after the shipping stage is runCan print or e-mail

18. Processing ordersEmail Invoices Customer record Financial Tab must be set up to generate e-mail invoicesCustomer record must have an e-mail addressChoose on the Global Parameters Forms Tab to e-mail invoices to customersAlso in Global Parameters, set up the E-mail settings on the Notices Tab to customize how your e-mailed invoice will look

19. Processing ordersE-mail Invoice Example

20. Processing ordersManager’s Authorization SettingsThese settings solve the need for control over ordersThis will require a managers user ID to authorize an order before the order moves through any order processing stage.

21. Processing OrdersManager’s AuthorizationSet up in Global Parameters to stop orders

22. Order processingManager’s Authorization

23. Finding ordersA common question we see is, how do I get more visibility to orders?Multiple reports will help find orders in certain statusesThese reports do have criteria to narrow search further, ex. for a specific shipping methodManager’s Dashboard, set up per user ID, can be configured to show certain data for order control

24. Finding orders List Status of Pending

25. Finding ordersOpen Order Status

26. Finding OrdersManager’s Dashboard Set up per user ID

27. Finding Orders

28. Global parameter settingsMultiple tabs of global parameters play a big factor in order processing, such asWhat forms will print and on what formWhat is required on orders before they can be savedWhere your orders process

29. Global Parameter settingsForms Tab

30. Global parameter settingsOrder Entry Tab

31. Global Parameter settingsOrder Processing Design Tab

32. Common issuesWe 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

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

34. Common issuesCanceling an order will prompt the order taker for a reason

35. Common issues

36. Common issuesMy 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 processedIt is bad practice to make changes while orders are waiting to be processedAlso note, it may be a good idea to test changes on a back up copy of your system

37. Common issuesIs there a batch reset for orders?No, there is notWhen running a batch, be sure the paperwork printed before clicking Yes

38. Common issuesHow do I get two copies of an invoice to print?Set this up in Global Parameters

39. Common issuesHow do I get a copy of the invoice?Click on the R icon, to see the Order Reset ControlsClick Print a Copy of Invoice

40. Common issuesWhat do the order reset controls mean?Each option is designed to do something different

41. Common issuesHow do I make an order show shipped without running it through shipping?Use the traffic light icon to change the item status

42. Common issuesWhy 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

43. Common issuesThere is a return on the order, but I can’t process the credit card to return the moneyInvoice the order

44. Common issuesHow do I prevent packages being sent to invalid addresses?Address Correction and Validation Module

45. Credit card processingCards can be charged order by orderCards can also be charged in a batch settingThe batch still gives control to process cards individuallyThe batch also gives visibility to cards that may be declined or have issues

46. Credit Card ProcessingBatch Credit Processing

47. Credit Card ProcessingAn order must be invoiced before the funds can be captured

48. Related TopicsPCI ComplianceJuly 2010 deadlineKB1422KB5343Transactional data flow for accounting KB1114Gift cardsKB1349

49. Related topicsSome additional features of M.O.M. 7 includeEDICreate your own reports QuickBooks enhancementPass detailed information to QuickBooksAdditional Stock Item FeaturesEnhancements to multiple modules

50. Question & AnswerSupportsupport.dydacomp.comsupport@dydacomp.com973 237 0300Salessales@dydacomp.com800 858 3666