Update FunctionThe Order Management Program presents information in four pages. The Orders Page shows you the orders that your customers have placed and lets you track payment and shipment of these orders.
The Account Setup Page lets you maintain Shipping Charges, the Sales Tax Table and other options that influence how your orders are handled.
The Billing Page shows:
The Activity Log Page provides a detailed record of your customer´s ordering activity as well as your order processing activity.
The Inventory Page lets you limit orders to the quantity on hand.
The left panel of the Orders Page shows a list of orders that have been placed. When an order is selected (by clicking on an order line) detail on the items ordered is shown in the bottom right panel, and all other order information, including ship-to is shown in the top right panel.
These are the items ordered, the description and price are from your web pages. If your account is setup for Shipping Charges, a shipping charge line is included. If your account is setup for Sales Tax, a sales tax line is included.
Update Function
Refresh FunctionWhen you first start this program, information on all orders is retrieved.
Press the Refresh button to retrieve any new orders that have arrived since you last checked
The Polling Options Form lets you automatically retrieve new orders.
Archive OrdersAfter orders are shipped and you no longer need to refer to them, you can Archive the order(s). This moves the orders to the Archive folder, and they will no longer appear on your orders page
Delete OrdersOnly delete orders that you will not process. This permanently deletes the order.
Print OrdersPrints the selected order(s).
Print Summary ReportPrints a summary of the selected orders.
HelpBrings up this help file.
ExitExits the program.
The Account Setup Page shows important control information about your account.
You can maintain the following:
Update FunctionIf you change any of the above information, press the Update button to save your changes.
The rest of the information can only be changed by Customer Service
RefreshFetches current setup information from the server.
Shipping ChargesTo setup and maintain shipping and handling charges that are added to your orders, click the Shipping button. This brings up the Shipping Categories form shown below.
When you define an orderable item, you can include a shipping category through the PO_SHIPCATG parameter. Through this form, you define the shipping categories that you can reference.
For Foreign and Canadian orders, you can specify a charge for the first item ordered, and a charge for additional items with the same shipping category. For US orders you can specify first and additional charges by zip code range.
The above example uses the same rate for first and additional items, and the same rate for all US zip codes.
The name you enter in the Category: box must be alphanumeric and exactly match the PO_SHIPCATG parameter.
Press 
to save each individual category definition.
Press 
to save all your definitions on the server.
Sales TaxTo add sales tax to your orders, click the Sales Tax button. This brings up the Sales Tax form shown below.
To load all the default tax rates for a particular state, select the state from
State Tables and press 
. This will add table entries for all known zip code ranges.
You may need to maintain these as state and local rates change.
If your state is not listed, you will need to create the table by inserting 
a row for every zip code range
that has a different rate. The rows must be in zip code sequence.
Press the save your changes on the server.
Press 
to delete all entries, and stop charging any sales tax.
HelpBrings up this help file.
ExitExits the program.
The Billing page shows all charges and credits that have been posted to your account.
The following Transactions may be posted to your account:
Payment for the specified order when a customer chooses Instant Payment.
Order Fee for the specified order, refer to Fees for more information.
Payment Fee for the specified order, refer to Fees for more information.
Other credits that have posted to your account.
Funds that have been transferred to your bank account of record. Refer to Bank on the Account Setup page.
Initially all records from the current billing log are displayed.
To view only a subset of the records, or to view older billing logs,
press 
.
This brings up the billing records selection form.
Check the record types you want to view. From the Period drop down box you may be able to select older billing periods. Optionally, you can enter a Filter, only records that contain this filter will be displayed.
The Activity Log page provides a detailed record of your customer´s ordering activity as well as your order processing activity.
Example A
Example A shows a typical Instant Payment order, and includes the following transactions:
Example B
Example B shows a typical order paid by check, the order includes the same transactions as above, and also:
Example C
Example C shows an order where the customer changed the payment method and includes:
Example D
Example D shows the log records generated when you update orders by pressing
The Function parameter
will be one of the following:
Initially all records from the current period are displayed.
To view only a subset of the records, or to view older activity records,
press .
This brings up the activity log selection form.
Check the record types you want to view. From the Period drop down box you may be able to select older periods. Optionally, you can enter a Filter, only records that contain this filter will be displayed.
If you have only a limited quantity of selected items, you can create inventory records for these items. The system will decrement the On-Hand quantity as orders are placed. If a customer orders more than the On-Hand quantity, the customer is alerted and the order is reduced to the quantity on hand. If the On-Hand quantity is zero, the customer is alerted and the line item is removed from the order. If it is the only item ordered, than the order is cancelled.
Items for which there are no inventory records can be ordered in unlimited quantities.
To add an inventory item, click ,
enter the item name exactly as it is spelled in the PO_ITEMNAME field on your web page,
and the quantity you currently have on-hand.
To view the orders that you have archived, select Open Archive from the main File menu. You cannot edit archived orders.
Select Close Archive from the main File menu to return to the current orders.
Select the Polling main menu item to access the Polling Options Form.
This form provides options for automatically checking for new or updated orders. To poll automatically, check the Check for new orders every box and select a polling interval. When new orders arrive, you can request that the program pop-up and/or play a sound.
To stop polling, clear the Check for new orders every box.
The print options you specify here will apply to
and
reports.
Select the Print main menu item to access the following functions:
Brings up the Print Setup dialog for your printer
Brings up a Font dialog for selecting the font to use in your report
Brings up a dialog where you can enter page headings, where you can include a page number and date on your report, and where you can adjust the space between report lines.
Your customer´s payment by credit card or bank transfer is processed through 
a trusted and secure service. Credit card information is revealed only to PayPal.
Once payment is confirmed, funds are transferred to your bank account on a Regular Basis