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The Order Processing Section of the Protech1inc
Business Application is where you will process any orders that
come in via EBay or from your website. You can direct connect (additional code
necessary) or you can simply email your warehouses to fulfill orders using
preconfigured emails that you can create. (More
Order Processing Info here) Each order has its own inbox so you
can efficiently keep up with orders, track orders or process orders. You can
create your own status' so you can glance at the main screen to determine where
you are on a particular order. You can also direct ship via UPS, USPS,
FedEx or Freight Manager by clicking a ship button to get quote and ship
from the shipping screen. You can process credit cards and PayPal from this screen
as well as edit any order information. When clicking the quote button from this
screen a vendor screen comes up that allows you to send orders to vendors or
pull orders from your own inventory to ship to the customer. Once the order is
processed the order number (if needed) and is filled from your inventory
database or you vendors. The order can now be archived off the screen.
You can pull the order up at any time by searching by customer name or
the order will automatically show back up on the main screen if the
customer has a question. The Numbers listed below are a few highlights
to let you know what each field is. Video Demo Click here!
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1 - Billing and Shipping -
Customer Shipping information goes here. The fields are editable the
icons to the left of the fields allow you to search for that customer
name in the database, search by email address (in the email system) or
print a simple label for that customer
2 - Customer Notes - This
area is where y ou can put customer notes. In this example the order was
imported from EBay so that note automatically populates the notes field
upon coming in. Once you have more than 2 notes the block becomes
scrollable and the latest note with date stamp stays at the top to be
seen all the time.
3 - Status Area - This area
is where you can manually set the status on an order or the system with
set the status according to payment settings like exact match, PayPal
pending, PayPal Paid, etc..... the status can also be set by sending an
email to a customer and having the status change according to settings
in the configurable emails section.
4 - Email Screen & Email Arrows -
What shows up in the middle screen really depends on what you click. It
will become a vendor screen when processing the order, a shipping screen
when shipping a product or a email screen when the customer ask you a
question. It seems confusing but is very simple once you begin using it.
These arrows control the middle screen and the lower screen and how they
interact. The Red
arrow controls the email window (the middle window) and allows it to pop
open fully to view the full email, the Green
arrow pops open all 3 windows to the exact same height so you can view
all the information at the same time. The Blue
arrow contains preconfigured email replies that can be sent to the
customer with one click. This is a huge time saver if you have lots of
orders or you answer a lot of the same questions.
5 - Order items - This is the
order item section and the line above the items determine what you are
doing with the order. For Example; Upon clicking the quote button the
middle screen takes the part numbers out of the part number field and
searches your database (or your vendors) and comes back with a quote
regarding cost. If you are the vendor, then the numbers search your
database and fill in the prices when you click process. If you start
with new order then you can easily add a EBay Auction by typing the
transaction ID number into a part number field and clicking search.
6 - Payment Methods - You can
do orders over the phone by typing an EBay auction transaction ID number
the search field. When you do this the auction comes into the
middle screen, you can then click buy now for the customer and
then send them PayPal request to send you money. The order now sits on
the main screen ready for the customer to send you the money via PayPal.
If you have an existing merchant account we are also a certified
merchant gateway with Visa/MasterCard. You can also add items to an
order manually and when you click the pay tab the payment window pops up
with the totals ready to charge, refund or issues website credits from.
7 - Vendor Management Screen -
This is where you manage the Vendor order numbers from. You can also
find your tracking information from this screen and labels for
reprinting when shipping out of the application. We are integrated with
USPS, UPS, Fedx and Freight managers. This is all down via the middle
screen when clicking the shipping button. In most cases you would never
even visit this screen because you would enter the vendor information on
the main screen unless you are the vendor in which case the information
would auto fill.
8 - RMA Screen - This is the
RMA section which allows you to take back returned products for any
reason. This area is completely configurable and you can create returns
for almost any reason, damaged, return to stock, lost by shipping
carrier, etc..... There are preconfigured ones already setup for
you that most companies would use but you can setup as many you would
like that fit your company profile exactly. This RMA system will allow
you to see what your TRUE profit and loss is. |
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