Order Processor for Yahoo Stores Manual
General Process Overview
The Order Processor for Yahoo Stores is designed to provide a simple, inexpensive solution for
automating the processing of the orders from your Yahoo Store. This includes:
Downloading of orders from your store
Automatically generating Invoices and/or Packing Slips in Microsoft Excel (and automatically
printing if requested)
Fraud screening based on user built rules and specifications
Allowing Quick e-mail based on user defined e-mail templates to customers
Auto canceling orders that are unpaid after a certain number of days
Batch charging of credit cards for request orders
Import & Export of shipping information to other programs such as UPS Worldship,
Startship, Airborne, Postal Package Partner, Fedex, and more.
Batch updating shipping status for orders including Shipping method and tracking numbers
Export to QuickBooks of charges processed and items taken from inventory, if requested.
The following manual sections will explain the basic overview of the normal process, a screen by
screen breakdown of the program, and a thorough description of the capabilities of the
Invoice/Packing Slip templates in Excel and the available fields.
This basic process overview is intended to give you a quick 3 minute overview of how most people
use the program. The program is flexible enough so you may handle items in a number of different
First, new orders are downloaded from the store by simply clicking the Load & Process Orders. By
default the program will remember the last order downloaded and will automatically download any
new orders. Orders are generated in Excel using the defined template and will automatically print
if requested. Order generation and printing may also be defined to occur when the card is charged
Next, orders are reviewed for any cases that might require further investigation or based on the
Fraud Score, backorders or other information. Backorders or other orders that should not be
processed are marked “on hold” in the program.
Third, orders are charged. Either by checking the specific orders, selecting multiple rows, or
clicking the “Mark All Orders To Charge” button which marks all non-held orders to charge. The
Charge & Ship Orders button is then pressed to process these charges in the store manager.
After it completes a log will be displayed showing all processed charges, declined charges, and
any charges that require manual processing (checks, gift certificates, etc.)
Lastly, orders are marked as shipped by either entering the tracking number or selecting a
shipping type, or using the “Mark All Orders To Ship” which marks all non-held orders with one
specific shipping method. The Charge & Ship orders button is then pressed to update the store.
This is a simple overview of the process and does not cover all aspects of the program or even all
its capabilities. For more information on step by step usage and exactly what every option and
button means, please see the Screen by Screen manual (below) and the Excel Invoice/Packing
Slip Creation Manual (also below) as well as the FAQ pages at
Order Processor for Yahoo Stores Manual
Screen By Screen Overview
This overview is to provide a screen by screen, button by button, option by option breakdown of
the Order Processor program. If you are unsure as to what any field or button is for, this is the
place to find out. If you don’t find the answer to your question here then you should next check the
FAQ pages to see if you can find your answer there.
The first time you run the program it will bring the settings screens up first so we will cover these in
Settings Screen – General Tab
Store ID: This is where you put the ID of your Yahoo Store. Your Yahoo Store ID is the portion of
your store name that follows "store.yahoo.com/" in your store URL. For example, if your store is
located at http://store.yahoo.com/buybathware then your Store ID is buybathware.
Yahoo User ID & Password: These fields are where you must enter your Yahoo User ID and
Password which you use to access and edit your store. These fields are used to access your store
manager so the program may process your orders (downloads, charges and voids) and they are
not used for any other purposes. These settings are saved when you exit the program but they are
encrypted so they can't be easily found by anyone accessing your computer.
Yahoo Secure Password: This is the field where you enter your secure password for accessing
orders. This field is used to access your store manager so the program may do the checks and
they are not used for any other purposes. These settings are saved when you exit the program but
they are encrypted so they can't be easily found by anyone accessing your computer.
Manual Payment Methods: This field is used for payment methods that require manual
processing through other methods (PayPal, GiveAnything, etc.). These payment methods will be
assumed as paid if you mark them to be charged and will export as if they had actually processed
a charge. You must enter a list of the payment methods exactly as they are spelled in your store
manager and separated by commas.
Create Excel Orders: This field allows you to select when the order processor will create (and
print if requested) the copies of your orders in Excel. You can select for this to be done when the
order is downloaded (default), when the order is charged, or to never create the Excel orders.
Settings Screen – Order Status Tab
This tab is used to contain all the settings for updating the shipping status of your orders via emai l
and sending your custom quick e-mail messages. You are not required to fill out all the fields, but
if you do not then the tracking and e-mail features will be unable to function.
Also, when tracking updates are sent to the Yahoo Store they will mark the entire order as
shipped. Currently there is no support for updating and showing partial shipments as these would
need to be handled manually.
Lastly, the shipment updates are sent via e-mail. This means that when the update is processed it
will not immediately affect the store. Updates usually take a few minutes (depending on Yahoo’s
servers this could be 5 minutes or more). As soon as the updates are processed e-mails will be
sent by the store automatically to your customers informing them of the update.
E-Mail Tracking Password: This field is used for putting in the unique password assigned to your
store. To find this password you must go in to the store manager under Order Settings-Shipment
Status, click to turn on the Use shipment tracking features, and then click on Show email tracking
password. The password it returns must be put in this field.
E-Mail Address to Use: This field is used for two purposes. First, when updates are sent to the
store, a summary of the order #’s and shipping status and tracking #’s will also be sent to this
address for your records. This is so you may verify that the e-mail is working properly and you can
keep a copy of this for your records if you choose. Second, this is the e-mail that will receive any
rejection from the store manager (bad order #, shipping type, etc.) to inform you of the problem
(though the only case this should happen is if you enter an incorrect tracking password). This e-
mail address will NEVER be seen by your customer so you can use whatever e-mail will work with
your e-mail server whether it is your own or your ISPs.
Outbound Mail Server: This field is used for entering your outbound SMTP server name. You
must have an outbound server for the e-mail to be sent through in order for the updates to function.
If you do not have a mail server available (for example if you use Hotmail or Yahoo Mail only), you
can put “ystoretools.com” as the mail server to use the Y Store Tools mail server (User Name and
Password will be ignored for this server).
Mail Server User Name & Password: This information is used so that before sending the tracking
password the program will log in to your mail server. Many mail servers will allow you to send with
different “from” addresses on your mail as long as you log in first.
Test Mail Button: This button will verify that the basic e-mail server settings (not your tracking
password) are correct. It will connect and verify that it can log in to your mail server and it will send
a test e-mail to the address you listed. It is HIGHLY recommended that you test after making any
changes to these settings.
Settings Screen – QuickBooks Tab
This tab controls the accounts used when you export to QuickBooks. The order processor will not
create these accounts for you, so you must make sure they match exactly the accounts you
already have set up in QuickBooks.
If the QuickBooks export is turned on (last check box) then whenever you exit the program it will
give you the location of an export file. That export file contains all the data which must be exported
in to QuickBooks for any monies received (manual payments or credit c ards charged) during that
session. They will be imported as sales receipts with one receipting containing all inventories
items (if not exporting the summary only) and with single sales entries for all other credit cards. So
there will be basically one sale receipt for each payment method (Visa, Mastercard, American
Express, Checks, GiveAnything, etc.)
* It is important for reconciling your deposits that you exit the program every night, and preferably
import your quickbooks file at that time. Otherwise your charges will not be correctly batched to
match your deposits from your merchant account.
General Sales Account: This is the name of the General Ledger Account which contains the
totals for your general sales information.
Shipping Sales Account: This is the name of the General Ledger Account which contains the
totals for the shipping income portion of your sales. This generally will be a sub account of your
sales account, but it does not have to be.
Tax Sales: This is the account used for totaling any sales tax collected and before it is paid to any
Cash Received Account: This is the name of the General Ledger Account where any
undeposited money is to go.
Export Summary Only: When checked the order processor will not export any items for
QuickBooks and will only export the totals in the sales receipts. If this box is unchecked then the
total number of each item along with the name and the average sale price will be exported with the
primary payment type for the session (primary payment is the payment with the most actual money
Create QuickBooks import file on exit: When checked the program will create the QuickBooks
import file as explained but when the check is removed it will create no file to import for
Settings Screen – Fraud Tab
This tab is used to define the different fraud screening rules to apply to your orders. These rules
can be created or removed as needed. Each rule is applied to each order to create a Fraud Score.
Also, each rule is tested individually so if you have rules based on the order amount then the total
points earned would be the total of the individual rules (a $300 order with rules of 5 points for
orders over $100 and 5 points for over $200 would earn 10 total points).
You can select a row, or rows, and press the delete key and it will remove the existing data.
Rule: This is where you select the rule to apply. Select the option from the drop down box you
want for a new rule.
Value: This box is used for filling in additional information for rules that require it. For example the
order amount, e-mail domain, AVS code to match, etc.
Fraud Points: This box is for assigning a value for each order that matches this rule. Points may
be positive or negative (for things such as AVS matches). Positive numbers are used for more
risky orders, negative numbers for more “safe” orders.
Yellow Alert Score: This is the number at which the background of the fraud score will become
yellow. This would be for orders where you want to watch it a little closer.
Red Alert Score: This is the number at which the background of the fraud score will become red.
This would be for orders that are very suspect and have the highest possibility of being fraudulent.
Below is a quick explanation of each Fraud Rule:
AVS Equals: This rule is for entering particular AVS codes that you want to add a score for.
Most commonly used for placing a negative score when an AVS of YYY (complete street
and zip match) is found for an order.
AVS Not Equal To: This is the exact opposite of AVS Equals.
AVS, Shipping & Billing Match: This rule will be applied if the AVS code of YYY is returned
and the shipping and billing addresses match. Commonly used for a negative number as
this tends to validate the order.
Country Is: This rule allows you to flag orders from specific countries (either by code or by
name) as being particularly safe or suspect.
Country Is Not: The opposite of Country Is (used for things such as flagging all non-US
Different Shipping & Billing Address: This rule will add points when the shipping and billing
addresses differ. Typos and other minor incorrect entries will flag this rule also.
Email Domain is: This rule is for flagging certain types of e-mail addresses as suspect
(hotmail.com, yahoo.com are two frequently used since they are free e-mail addresses)
Order Amount is Greater Than: This rule is for flagging orders over certain dollar amounts.
Same Shipping & Billing Address: This rule is the exact opposite of Different Shipping &
Shipping Selected Is: This rule is used to add points for any orders using specific shipping
methods. The Value entry must match exactly the shipping method in the store manager.
Also, this rule does not accrue points for slower shipping methods (Overnight delivery will
match Overnight delivery and will not get points for Second Day delivery as the program
does not know they are related).
Yahoo Warning: This rule applies points based on Yahoo’s flag that the order is suspect.
The program will accrue these points only as an easy way for you to validate and review your
orders as you see fit. The program has no way of guaranteeing a good order or a fraudulent order
and so it is up to the store owner to handle possibly fraud orders as they see fit. Any rules
provided by Y Store Tools are only for informational purposes and have no guarantees implied or
Settings Screen – E-Mail Tab
This tab is used to define standard e-mail formats which can be sent to customers. You can send
these e-mails by selecting the orders from the orders grid and then clicking on the right mouse
button. The different e-mails (along with a blank e-mail template) will be listed at the bottom of the
menu that pops up.
Just as in the fraud screen, you can hit the delete key when selecting a row, or rows, and it will
remove the existing data.
Title: This is the title that will be shown in the popup menu to help you differentiate between the
different messages. This will not be shown or sent to the customer.
Subject: This is the subject of the e-mail that will be sent to the customer. This field may include
information from the order using square brackets and the field name that you would like to see.
The field names are the same as the names used in the GetOrderInfo Excel Function (see page 17
for the start of the list).
Message: This is the main body of the e-mail that will be sent to the customer. This field may
include information from the order using square brackets and the field name that you would like to
see. The field names are the same as the names used in the GetOrderInfo Excel Function (see
page 16 for the start of the list). You must use Shift-Enter to start a new line in the message.
Settings Screen – Miscellaneous Tab
Default Shipping Method: This drop down is to select the standard shipping method type. This is
used primarily when either the Auto Add is selected (see next description) or when a tracking
number is entered and the program cannot determine what carrier is being used based on the
format of the tracking #.
Auto Add when charging order: Checking this box will cause the Shipped VIA field to be
automatically filled in whenever you mark the order to charge. This is usually only used when you
know you are shipping the order and you do not provide tracking numbers.
Days to cancel unpaid order: Filling in this box with a number will make the program
automatically mark orders that are not paid after this number of days as cancelled. You will be
notified by the program when they are marked and will be able to unmark any you choose before
updating the store.
Default Cancel Reason: This is the note that will be put in the Yahoo Store as to the reason for
the cancellation of the order.
Restore Backup File: This button brings up the backup manager. The program makes backup
copies of your order files every time the program is run. So, in case of major data loss, this button
can be used to try and restore one of the previous backups. Obviously data can always be
downloaded again from the store but this frequently provides an easier option when there are a
number of older non-sequential orders that were on hold. For more description see the Backup
Manager Description later on in this manual.
Order Processor for Yahoo Stores Manual
Main Processing Screen
The Main Order Processor screen is broken down into 4 main regions. The regions are:
Load & Process Orders: Main section for downloading orders and processing (generating
Excel Invoices/Packing Slips if requested at download) as well as accessing the settings
menu and the About Page (for basic program version information)
Open Orders Section: This section displays the open orders (any order that has either a
balance due or, if shipment tracking features are used, is not marked as shipped). Buttons
included are for exporting & importing shipment information as well as marking orders to
charge and ship and for applying these updates to the store and orders.
Browser Screen: This screen is used by the program while it makes the updates and
charges to the orders. It is handy also so you can see the updates occurring as well as
troubleshooting if some problem occurs during processing. This area may be hidden (to
enlarge the open orders section) by double clicking in the open orders area.
Order Status Bar: This bar at the bottom of the screen simply totals the # and total order
amounts of any open orders, held orders and new orders.
Now here are explanations of the different buttons and settings found on this screen.
Load & Process Orders Section
Starting Order #: This box is for entering the next order number to load when the Load & Process
button is pressed. This button will automatically have the next highest number based on the last
order loaded using the order processor.
End Order #: This box is for entering the last order number to load when the Load & Process
button is pressed. When this field is left blank the program will retrieve all orders from the starting
order number up to the latest order received.
Auto-Print when orders created: This checkbox tells Excel whether it should automatically print
any invoices/packing slips it generates. If this button is unchecked the invoices & packing slips will
be generated but not automatically printed.
Load & Process Orders: This button tells the program to log in to the store, download the orders
requested, and then generate the Excel Packing Slips/Invoices (if selected in the settings screen).
Any new orders will be appended to the end of the Open Orders grid. Also, if the settings menu
has been set to Create the Excel orders when downloaded this will occur at the end of this
process. Make sure to Enable Macros when Microsoft Excel opens the file needed.
Settings: This button pulls up the settings menu as described previously.
About: This button pulls up the basic program information and version and has a link to go to the Y
Store Tools site.
Open Orders Section
Open Orders Grid: This grid shows all current open orders. An open order is any order received
that shows a balance due (has not been charged or received payment) and/or has not been
shipped (if the shipping status updates are disabled then all shipments are assumed shipped when
charged). The fields found in the grid are as follows:
Order #: Pretty straightforward, this is the order number from the Yahoo Store
Date: This is the date the order was received in the store
Total: This is the total dollar amount of the order
O/S Bal: This is the outstanding balance due on an order. A $0.00 balance means that the
complete payment has been received (cards charged or manual methods used)
Charge All: This checkbox when checked will automatically mark this order to be charged
the full outstanding balance due.
Amount to Charge: This box is for entering how much you would like to charge on the
card. This is primarily only used when you are only charging a portion of the order as
generally you would click the Charge All box if the entire order was being charged.
Void Bal: This checkbox is used if you want to void the outstanding balance on the order
because you will not be receiving payment for it for one reason or another. If an amount is
set to be charged and the void balance is checked the system will charge the amount and
then void any outstanding balance.
Shipped VIA: This box is where you select the carrier used for shipping the order (FedEx,
UPS, DHL, etc.). This box may be auto-filled when the order is charged (see settings
screen descriptions), or will be filled in automatically when a tracking number is loaded. The
“Will Not Ship” option is used when you either will not be shipping the order, or if you simply
want the order processor to remove the order from the open orders as soon as it is charged.
Track #: This is the tracking number of the package. When the tracking number is loaded
the system will try to automatically determine the carrier used and load the Shipped VIA
Hold: This box is used for marking orders in the order processor as on hold. This may be
due to backorders, fraud, or any other reason. This check box DOES NOT mark the order
in the store as on hold.
Cancel: This box is used for marking the particular order as cancelled. When checking this
box you will be requested to fill in a reason for this cancellation. If the canc ellation reason is
left blank then it will simply mark the order in the order processor to be cancelled and
removed from the program, but it will not mark the order in the store in any way. This is a
good way to simply remove an order from the program. If a reason is filled in then the
program will (when the Charge & Ship button is pressed) mark the order as cancelled and
will use the entered reason as the reason in the store manager.
Paid VIA: This box simply states the payment method selected by the customer.
AVS: This box displays the AVS code of the order. If automatic card approval is turned off,
or an alternate payment method is used, then this box will be blank.
Frd Scr: This shows the total fraud score based on the rules defined in the settings screen.
A yellow background means the order has a total fraud score equal to or above the Yellow
Alert score. A red background means the order has a total fraud score equal to or above
the Red Alert score. A white (standard) background simply means that the total fraud score
is below the Yellow Alert level or that no fraud screening rules have been set up.
The entire grid can also be sorted by simply clicking on the column header. Or you can select a
specific set of orders by pressing Ctrl-S and entering a comma separated list of order numbers.
You may also select/search orders based on ANY data contained in the order by using Ctrl-F. Do
not search for your store ID as it will appear on every order as may also your domain name.
You can also right click after selecting a range of orders in order to mark them as shipped, mark
them to charge, cancel them, generate invoices for them, or send quick e-mails to them.
Export Shipping Information: This button will bring up the export shipping information screen
(see below). From this screen you simply check and uncheck orders to be exported (by default all
non-shipped, non-held orders will be marked to export), select an export file type, and then click
OK. It will then ask for a file to export the information to, and will save the information in this file
Import Shipping Information: This button will bring up the import shipping information screen
from which you will select the file format and then, after hitting OK, you will locate the import file.
Any order #’s will be matched versus the import file and tracking numbers will be loaded from the
Mark All Orders To Charge: This button will allow you to mark all non-held orders (with an
outstanding balance) to charge all the remaining balance. Clicking the button a second time will
remove all charging.
Mark All Orders To Ship: This button will allow you to select one specific shipping carrier and all
non-held orders that do not have shipping information will be marked with this shipping carrier in
the Shipped VIA field.
Charge & Ship Orders: This button is the button to apply all the updates made in the Open
Orders grid. This includes charging all marked orders, sending the e-mail update for shipping
status, voiding orders, and removing any completed orders (completely charged and marked as
shipped) from the grid. After charging the orders a log will be brought up in Notepad that
summarizes the activity (cards charged, declined, plus summary totals for each card and the total
activity). Also, if the settings menu has been set to Create the Excel orders when charged this will
occur at the end of this process. Make sure to Enable Macros when Microsoft Excel opens the file
Right Mouse Button (in the open order grid): Updates to specific orders (charging, shipping)
can be done manually, via the buttons listed above, or by selecting rows in the grid and using the
right mouse button. This button will bring up a menu where you may mark the selected orders to
charge, as shipped (via one carrier) or to generate in Excel the Packing Slips/Invoices for the
Order Processor for Yahoo Stores Manual
The Backup Manager is accessed through the settings screen, miscellaneous tab. This section is
only to be used when data loss has recently occurred as using this will wipe out any existing open
orders. Also, it is HIGHLY recommended that this not be used during any session when credit
cards have been charged and the QuickBooks export is used as this may cause issues with the
Using the Backup Manager is pretty straightforward. Listed on the buttons (up to 11 buttons) are
different versions of your data from different backup dates & times. The date and time of the file is
listed as well as the first and last order #’s in the file (these are usually sequential but do not have
Simply click on the button for the file you want to restore and it will load it back into your open
orders grid. If the file loaded is not the correct one you can go back and try again as needed.
Use this option with caution! Any data can always be recreated manually through the proper
downloads and updating of information, but this option is provided to hopefully circumvent the
need. But please be careful and make sure that you need to use this option before doing so.
Send E-Mail Screen
This screen is brought up when you select orders from the open order grid and use the right
mouse button and select the Blank e-mail or one of the default e-mail templates.
The subject of the message and body of the message are shown (and can be edited). They may
include fields from the order by using a pair of square brackets, [ and ], with the name of the field in
between. The available field names are the same as the fields usable by the GetOrderInfo Excel
function (see page 17).
Send Button: Obviously this sends the e-mail to the selected orders.
Cancel: This button will close the box and not send the message.
Send Test: This button will use the information from the first order in the order grid and will send
the e-mail to your configured e-mail address. This allows you to proof your message before
Order Processor for Yahoo Stores Manual
Excel Invoice/Packing Slip Creation
The directions in this section are designed to get you more familiar with customizing the template
used for generating your packing slips and/or invoices from the Order Processor program. It is
required that you have some basic knowledge of Microsoft Excel and some of the more advanced
features may require a more in-depth knowledge or at least a willingness to try.
The invoices/packing slip format is contained entirely in Excel. The template that will be used by
your program is located in the Orders Folder underneath the folder where the program is installed.
Generally this would be c:\program files\y store tools\order processor\ , so the default location for
the file to modify is c:\program files\y store tools\order processor\orders\invoicetemplates.xls .
This file will exist (and be opened) the very first time you start the Order Processor. The default
template includes a shipping address but no billing address and is formatted as an invoice
including dollar amounts.
Additional Basic Templates –
Additional base templates may be downloaded from the order processor library at
http://www.ystoretools.com/yop/library.asp . There are 4 different basic versions of templates
(packing slips with no dollar amounts, invoices with dollar amounts, and versions with only shipping
addresses or both shipping and billing addresses).
If you download one of the extra versions it is critical that for it to be used it must be installed and
saved over the existing template (most likely located at c:\program files\y store tools\order
Formatting changes –
Once you have opened the Excel invoice template, you can make whatever modifications you
want. This includes, but is not limited to, changing text, adding notes, reformatting the pages
(margins, zoom levels, paper orientation, will carry over to the orders as they are created). Any
standard excel function can also be used, plus additional order related functions may be used as
they are described below.
Multiple Pages -
When the orders are processed by the program it will automatically create multiple page
invoices/packing slips if there are too many items to fit on one page. Also, if additional sheets are
added to the workbook they will be generated for each order also.
By default the invoices will print to your standard windows default printer. If you want to have it
print to a different printer you will need to define a Name in the workbook. Simply go to Insert-
Names-Define, click on “Default Printer Name” and in the bottom (in refers to) you will need to
enter the name of the printer to use such as =”MyPrinter” would print to a printer named MyPrinter,
and then click the Add Button to update and the OK to save the changes.
If you have multiple sheets to be printed and you would like them to print to different printers you
will need to define different printer names for each sheet. To do this you must go to each sheet,
click on Insert-Names-Define, and then define a new name by typing in the top box the name of
the sheet followed by an exclamation point and PrinterName. So if your sheet is called Invc you
would enter in the top box: Invc!PrinterName And then in the bottom (refers to) box you would
enter a formula for the printer name the same as listed in the first paragraph, i.e =”MyPrinter”
would add the printer MyPrinter. Click on Add and then OK to save your changes. This will allow
you to have each page type print to a different printer.
Excel Order Related Functions and Parameters–
There are two major excel functions to return the information from your order. The first function is
GetOrderInfo and this is used to return specific information about the header of the order. This
includes basically everything except the actual line items and their related information (item code,
item name, quantity, item cost, etc.). The function only has one parameter field but it can be any of
the following in order to return the related information (for example =GetOrderInfo(“Bill Email”) will
return the e-mail address of the customer):
"BILL ADDRESS1" – Returns Billing Address
"BILL ADDRESS2" – Returns Billing Address Line 2
"BILL CITY" – Billing City
"BILL COUNTRY" – Billing Country
"BILL EMAIL" – Billing EMail
"BILL FIRST NAME – Billing First Name
"BILL FULL NAME" – Billing Full Name
"BILL LAST NAME" – Billing Last Name
"BILL PHONE" – Billing Phone
"BILL STATE" – Billing State
"BILL ZIP" – Billing Zip
"COMMENTS" – Customer Comments
"COUPON DESCRIPTION" – Coupon Description
"COUPON ID" – Coupon Code
"COUPON VALUE" – Coupon Value
"COUPON" – Coupon Amount
"CREDIT" – Credit Amount
"CURRENCY" – Currency Type
"CUSTOMxxxx" – Custom Fields may be returned where xxxx is your custom field name
"DATE" – Order Date
"DISCOUNT" – Discount Amount
"ENTRY-POINT" – Entry point for this order
"GIFT CERTIFICATE" – Gift Certificate Amount
"GIFT WRAP MESSAGE" – Gift Wrap Message
"GIFT WRAP" – Gift Wrap Information
"GIFT WRAP CHARGE" – Gift Wrap Charge
"MISCADJUSTMENT" – Miscellaneous Adjustment Amount
"NUMBER" – Order Number
"PAGE NUMBER" – Page Number (used when creating multiple pages)
"PAYMENT EXPIRATION DATE" – Payment Expiration Date
"PAYMENT NUMBER" – Payment Number (i.e. Credit Card Number)
"PAYMENT TYPE" – Payment or Credit Card Type
"REFERER" – Referring Page for this order
"SHIP ADDRESS1" – Shipping Address
"SHIP ADDRESS2" – Shipping Address 2 nd Line
"SHIP CITY" – Shipping City
"SHIP COUNTRY" – Shipping Country
"SHIP FIRST NAME" – Shipping First Name
"SHIP FULL NAME" – Shipping Full Name
"SHIP LAST NAME" – Shipping Last Name
"SHIP PHONE" – Shipping Phone
"SHIP STATE" – Shipping State
"SHIP ZIP" – Shipping Zip/Postal Code
"SHIPPING COST" – Shipping Cost
"SHIPPING METHOD" – Shipping Method Selected
"STORE" – Store ID
"SUBTOTAL" – Order Subtotal
"TAX" – Tax Amount
"TOTAL" – Order Total
"WARNING" – Warning message about suspect order
The other additional function with order related information is GetItemInfo. GetItemInfo has two
parameters. The first parameter is the line # of the item to receive (line 1 is the first item on the
order, line 2 is the second, and so on). The second parameter is the data to be retrieved. So a
function entered as =GetItemInfo(1, “Quantity”) would return the quantity of the first item in their
order. The values available for the second parameter (data to retrieve) are as follows:
“CODE” – Returns the code of the item ordered
"DESCRIPTION" – Returns the description of the item ordered
"EXTENDED PRICE” – Returns the extended price of the items ordered (price times
"ID" – Returns the ID of the item ordered
"OPTIONS" – Returns a list of the options selected
"PRICE" – Returns the price of the item ordered
"QUANTITY" – Returns the quantity of the item ordered
"TAXABLE" – Returns information as to whether the item is taxable
"URL" – Returns the URL of the item ordered if possible
“OPTIONxxxx” – Where xxxx is the name of the particular option you want, it will return the
If you have questions as to how to use the functions you can review the templates that are
provided to get a better feel for how these functions work. When designing the invoice the
functions will simply return the name of the parameter requested, but when they are run with the
order processor they will return the corresponding information from the order.
To test the new invoice format simply make sure it is saved over the old InvoiceTemplate.xls file in
the orders folder and then you may go in to the order processor and click on the row of one order
so it is highlighted and then right click to Create Selected Orders. This will open excel and create
this one order in Excel (and print if your auto print is turned on).