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Order Processing Screen
- There are 4 ways to process orders
using our business application. Using the Quote Processor, Direct
catalog connect, Emailing Orders & Faxing Orders. From this screen you
can: Process orders, update orders status, communicate with
customers/vendors, ship products through UPS, USPS, FedEx & Freight
Manager, process credit cards, import PayPal fees and more. 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 the pricing information is imported and the order can be archived
meaning it is complete.
More details about the 4 ways to process orders and more
details of those screens are listed below:
Video Demo Here!
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1 - Quote Order Processing -
Quote processing means we have imported your product data
including product numbers and pricing. When the quote button is clicked
the application gets your information and populates the price fields and
allows you to ship the order.
2 - Direct Connect Order Processing
- means that you are connected directly to your vendor database and that
they ship orders for you. In this case you would click the quote button
and our application would connect directly to your vendors database
(additional programming necessary) and the order would be drop-shipped
by your vendor. |
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3 - Emailing Orders -
You can email vendors directly using preconfigured emails. As you will
notice below the preconfigured email is setup to include the shipping
method, customer information and product information. If you notice to
the left of the email another preconfigured email called "Price First"
exist. When the "price first" email is clicked, it will replace the
original email with the identical email adding the text "Price First" in
the email. This allows you to configure special request in emails that
do not apply to every order. After the email is sent you can wait for a
reply from your vendor to put in your cost and vendor number. |
4 - Faxing Orders - We have an automated Faxing system
built into our application which allows you to send orders, send emails,
send invoices or send any preconfigured email as a fax. An interesting
feature in our fax system is the ability to send credit card numbers (or
other important security data) directly to recipients without the
possibility of the data being intercepted. Once the fax is sent an
automated reply comes back to the email it is sent from telling you the
status of any fax sent. The automated reply does NOT include any "Secret
Text" that was faxed originally. All Fax orders that go out are
encrypted end to end. |
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Advanced Order
Processing Screen Details Below: |
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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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