6.2 Setup Guide.book

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					       Setup Guide




Mail Order Manager®


         Version 6.2




         Dydacomp

       (800) 858-3666
     www.dydacomp.com

         UK Edition
       0800 032 6559
     www.dydacomp.co.uk
                                                Copyright


The Mail Order Manager software and its documentation are protected by both United
States copyright law and international treaty provisions.
You may not copy the Mail Order Manager software or the Mail Order Manager
documentation for any reason except for archival purposes, and by express written
permission from Dydacomp Development Corporation.


Accumail is a registered trademark of Datatech
Amazon is a registered trademark of Amazon.com, Inc.
Authorize.Net is a registered trademark of Authorize.Net Corp.
Avery is a registered trademark of Avery Dennison Corp.
Blackthorne Pro is a registered trademark of eBay Inc.
eBay is a registered trademark of eBay Inc.
FoxPro is a registered trademark of Microsoft, Inc.
IBM is a registered trademark of International Business Machines Corporation
Magtek is a registered trademark of Magtek, Inc.,
Microsoft is a registered trademark of Microsoft, Inc.
Microsoft Graph is a registered trademark of Microsoft, Inc.
Microsoft Office is a registered trademark of Microsoft, Inc.
Miva is a registered trademark of Miva, Inc.
MS Mail is a registered trademark of Microsoft, Inc.
MS Word is a registered trademark of Microsoft, Inc.
Novell Netware is a registered trademark of Novell, Inc.
R & R Report Writer is a registered trademark of Liveware Publishing, Inc.
Seller’s Assistant Pro is a registered trademark of eBay Inc.
Shopsite is a registered trademark of Shopsite, Inc.
SiteLINK is a registered trademark of Dydacomp
Transcell is a registered trademark of Transcell Technology, Inc.
UPS OnLine and UPS are registered trademarks of United Parcel Service
USPS and United States Postal Service are registered trademarks of the United States Postal Service
Windows is a registered trademark of Microsoft, Inc.
Yahoo is a registered trademark of Yahoo! Inc.


All other trademarks and copyrights are the property of their respective holders.


Version 6.2 for Windows
January 2009
                                                         Table of Contents


Table of Contents
      Introduction 1
      About this Guide 1

      What You Need to Run M.O.M. 2

      Special Paper Supplies 3

      Installing the M.O.M. Software 4

      Starting M.O.M. 6

      Getting Information 6

      Becoming Familiar with M.O.M. and Windows 9

      Some Troubleshooting and Savings Tips 15

      Backing Up Your Data 17

      Chapter 1 Making Preliminary Settings 19
      Setting Up System Users and Assigning Security Levels 20

      User Password Controls 25

      Setting Up Your Company Billing and Shipping Addresses 27

      Setting Up User Defined Order Entry Preferences 29

      Setting Up User Defined Contact Entry Preferences 30

      Setting Up User Defined Customer Lookup Preferences 31

      Setting Up User Defined Point Of Purchase Preferences 32

      Setting Up User Defined General Lookup Preferences 34




                                                 Mail Order Manager Setup Guide i
Table of Contents


                   Customizing the Customer Entry Screens 36

                   Customizing the Order Entry Screens 40

                   Selecting Forms and Form Options 43

                   Customizing Order Processing 44

                   Manager’s Authorization Settings 48

                   Selecting Special Print Output Options 50

                   Setting Up Sales Commission Groups 51

                   Setting Up Product Mix & Match Codes 52

                   Chapter 2 Setting Up Suppliers and Stock Information
                   55
                   Setting Up Suppliers 56

                   Setting Up a New Stock Item 58

                   Setting up Supplier and Stock Item Demographics 60

                   Establishing Starting Inventory or Viewing Current Information 60

                   Establishing Return Preferences 61

                   Establishing Restricted Shipping Areas 61

                   Establishing Warehouse Locations for Items (Bins) 64

                   Establishing Inventory Low Level and Purchasing Levels 67

                   Establishing Special Selling Prices 69

                   Establishing Special Selling Prices to Groups of Items 71

                   Establishing Detailed Item Information 72

                   Establishing UPC, ISBN or Alternate IDs for a Stock Item 74


ii   Mail Order Manager Setup Guide
                                                     Table of Contents

Establishing a Product Classification Code for a Stock Item 76

Establishing a Product Shipping Preference 76

Setting Up Shipping Information for an Item 77

Establishing Salesperson Commissions 78

Establishing Royalty Payments 79

Setting Up an Item-Specific Customer Notice 80

Setting Up Advanced Search Criteria 80

Setting Up Accounting Information for a Stock Item 81

Setting Up Special Types of Items 82

Complex Item Attribute Setup 101

Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion 105

Discontinuing an Item or Preventing an Item from Being Sold 108

Establishing Product and Supplier Return Codes 108

Establishing Order Hold Reason Codes 110

Establishing Lost Order Reason Codes 111

Renaming and Merging Stock Items 112

Renaming and Merging Suppliers 113

Changing Product Retail and Special Prices 114

Changing Product Vendor Prices 116

Printing Additional Stock ID Labels 117

Chapter 3 Setting Up Advertising and Marketing


                                           Mail Order Manager Setup Guide iii
Table of Contents


                   Information 119
                   Setting Up Source Keys for Media Tracking 120

                   Setting Up Catalogs 121

                   Setting Up Customer Form Letters 125

                   Setting Up Pre-Defined Gift Greetings 130

                   Setting Up a Points and Rewards Program 132

                   Establishing RFM Analysis Settings 135

                   Creating a Default Advertising Message for Customer Invoices 138

                   Setting Up Order Type Codes 139

                   Setting up Order Promotions 140

                   Chapter 4 Setting Up Accounting Information 145
                   Setting Up Sales Taxes 146

                   Setting Up Credit Card Merchant Accounts 151

                   Setting Up Accounts Payable Terms for Suppliers 153

                   Setting Up Default Customer Terms 154

                   Setting Up COD and Open Invoice Order Payment Rules 156

                   Setting up Allowed Forms of Payment 157

                   Setting Up the General Ledger Interface 157

                   Establishing Inventory Valuation Method 162

                   Chapter 5 Setting Up Shipping Information 165
                   Setting Up Shipping Methods 166



iv   Mail Order Manager Setup Guide
                                                    Table of Contents

Setting Up Carrier Zones and Rates for Shipping Methods 169

Establishing Customer Charges for Shipping Methods 173

Setting Up Special Shipping Charges for a Stock Item 176

Setting Up a Flat Rate Shipping Charge for a Source Key 177

Setting Up UPS Call Tag Service 178

Determining Carrier Calculated Declared Value 180

Allocating COD Charges for Orders Shipped in Multiple Boxes 181

Setting Up the UPS OnLine Compatible Interface 182

Setting Up Interfaces to Other Shipping Systems 183

Setting Up the Interface for an Electronic Bench Scale 183

Making Special Settings for Drop Shipments 184

Chapter 6 Setting Up Special Customer Information
187
Establishing Customer Type Codes 188

Creating Special Customer Demographics Information Screens 191

Establishing Customer Honorifics and Salutations 193

Chapter 7 Setting Up the Point of Purchase Module 197
Defining Settings for the Point of Purchase Module 198

Chapter 8 Setting Up Management Tools 201
Setting up the Manager’s Dashboard 202

Setting Up M.O.M. Chat 207




                                           Mail Order Manager Setup Guide v
Table of Contents


                   Chapter 9 Setting Up Demographics 209
                   Creating Demographic Pages 210

                   Chapter 10 Setting Up the Interactive Credit Card
                   Authorization System 213
                   About the M.O.M. and SiteLINK Internet Gateway 214

                    Setting Up ICCAS 215

                   Chapter 11 Setting Up the Import/Export Module 217
                   Planning the Use of the Import/Export Module 218

                   Establishing Default Settings for Import or Export Sessions 220

                   Setting up an Import Profile using the Import Export Wizard 222

                   Chapter 12 Setting Up Multiple Companies & Inventory
                   Sharing 231
                   Setting Up Companies 232

                   Setting up Inventory Sharing 234

                   Chapter 13 Setting Up the Contact Management
                   Module 237
                   Creating Telemarketing Scripts 238

                   Entering Modem Settings for the Auto-Dialing Feature 240

                   Chapter 14 Setting Up the Advanced Warehouse
                   Module 243
                   Setting Up Warehouses 244

                   Setting Up Warehouse Service Regions 246

                   Setting Up Warehouse Use Preferences for Stock Items 248



vi   Mail Order Manager Setup Guide
                                                    Table of Contents


Chapter 15 Setting up the Product Manufacturing
Module 251
Setting Up Manufacturing Stages 252

Setting up Manufactured Stock Items 254

Chapter 16 Setting up the Web Auction Management
Module 257
Setting up the interface with eBay’s Blackthorne Software 258

Setting up a Stock Item for Auction 259

Chapter 17 Setting up the Address Correction and
Validation Module 261
Setting up ACVM 262

Chapter 18 eCommerce Management Setup 265
Setting Up Multiple Stores for eCommerce Management 266

StoreFront Order Management Feed Setup 267

StoreFront Order Management Product Setup 270

Amazon Order Management Feed Setup 273

Amazon Order Management Product Setup 275

ShopSite Order Management Feed Setup 280

ShopSite Order Management Product Setup 282

Miva Order Management Feed Setup 284

Miva Order Management Product Setup 286

Yahoo Order Management Feed Setup 289




                                          Mail Order Manager Setup Guide vii
Table of Contents


                   Yahoo Order Management Product Setup 292




viii   Mail Order Manager Setup Guide
                                                                             Introduction


Introduction
              Welcome to Mail Order Manager (M.O.M.), the powerful software
              package designed expressly for multi-channel, eCommerce, business-
              to-business and business-to-consumer direct marketing, and catalog
              merchants. M.O.M is designed to take advantage of the most
              sophisticated techniques and programming devices available for
              Windows software.

              Because all of the essential business functions for direct marketing are
              included in the software, M.O.M. provides a complete and cost-
              effective automation solution for anyone selling products or services
              by internet, mail, or phone. With M.O.M., each of the major
              application areas of your business is expertly managed in one highly
              integrated program and related modules, including:

                online, mail, and phone order entry and order processing
                inventory management and purchasing
                customer and contact management
                journal accounting and reporting
                shipping control and shipping system interfaces
                profit and response analysis
                list management and mailing
                subscription management
                order import and export
                sophisticated reporting using a relational database design


About this Guide
              This guide is designed to help you find what you are looking for
              quickly and easily. Each section is organized around the tasks that you
              need to perform for your business. In addition, each page is designed
              to let you locate and read only the information you need.




                                                          Mail Order Manager Setup Guide 1
Setting Up Mail Order Manager

                      What’s in this Guide
                      The contents are arranged to serve both as a source of reference and
                      as an instructional tool.

                         Introduction contains instructions for software installation and
                         provides other general information about the system.
                         Setting Up Mail Order Manager contains step by step instructions
                         on how to set up the databases for your stock items, advertising
                         information, accounting information, etc., as well as setting up the
                         optional modules available for M.O.M., such as the Interactive
                         Credit Card Authorization System and Contact Management module.

                      Conventions used in this Guide
                      The following conventions are used in this Guide.

                      Symbols
                      To enable you to more easily reference important information, the
                      following symbols are used as identifiers.

                      æ the use of a particular field or note or in the system.
                        Note: This symbol identifies a
                                                         option
                                                                  additional information about


                       è M.O.M. feature or identifies a suggestion for the application of a
                         Hint: This symbol
                                           function.

                     ç particular This symbol identifies a special advisement about a or
                       Warning!
                                  condition or situation pertaining to a system function
                          user procedure.

                          Click on: tells you to use your computer mouse for the procedure.
                          Type: tells you to type a specific word or command using your
                          computer keyboard.


What You Need to Run M.O.M.
                      The information below is provided as a quick summary.

                      System Processor and Operating System
                      M.O.M. for Windows requires a standard PC hardware/operating
                      system, including the following.



  2 Mail Order Manager Setup Guide
                                                                             Introduction

               Pentium or Equivalent Processor
               256 MB RAM Suggested, 512 MB RAM Recommended.
               32 Bit Versions Windows 2000, XP or Vista (Business or Ultimate
               Editions Only).
               Hard Disk Drive with at least 250 MB of available space. On an
               ongoing basis, 1 MB of storage per 1000 orders is recommended.
               An Internet connection (for SiteLINK, ICCAS, eCommerce Modules,
               and Internet Program Updates).


             Networks
             For network installations, M.O.M. supports any Windows compatible
             LAN.

             Printers
             Many types of printers are available in today’s marketplace. Keep in
             mind, M.O.M. can support multiple printers connected to your
             computer. For this reason, different types of printers may be used.
             Paper forms are available for both laser and tractor feed printers.


Special Paper Supplies
             Depending on how you use M.O.M., and what forms you want to print
             for your daily order processing, paper forms must be ordered for your
             M.O.M. system. Special forms include the following.

               INVOICES and PACKING SLIPS - imprinted with company logo in
               single or multiple part with attached box labels or plain paper
               invoice. Available in styles for laser printers and pin-feed printers.
               PURCHASE ORDERS - imprinted for drop shipments and internally
               fulfilled orders. Available in styles for laser printers and pin-feed
               printers.
               LETTERHEAD - for customer notices and plain paper invoices.
               WINDOW ENVELOPE - for letterhead, invoices, purchase orders,
               and statements.

                                                          Mail Order Manager Setup Guide 3
Setting Up Mail Order Manager

                          CONTINUOUS CHECKS - imprinted for Accounts Payable and
                          Customer Refund processing. Available in styles for pin-feed and
                          laser printers.
                          STATEMENTS - imprinted for Customer Statements. Available in
                          styles for laser printers and pin-feed printers.
                          GIFT CERTIFICATES - imprinted for laser printers.
                          LABELS - pressure-sensitive, imprinted with logo for shipping and/
                          or catalog mailing.
                         All special paper forms and labels used with Mail Order Manager are
                          available through Software Forms, Inc. 1- 800-651-FORM (3676).


                      Other Paper Supplies
                      Other paper supplies required, including Avery® labels, regular and
                      wide report paper, can be obtained from any office supply store.


Installing the M.O.M. Software
                      To install your M.O.M. software, follow the instructions that apply to
                      the M.O.M. system you have purchased, either the single station or
                      network version.

                      Main System Installation
                      1. Insert the CD labeled “Main System Installation” into your CD-ROM
                          drive.
                      2. If the Mail Order Manager System Installation menu is automatically
                          displayed, skip to Step 6 below.
                      3. In Windows, select the START button and choose Run.
                      4. Type: d:\setup, where d is the letter representing your CD-ROM
                          drive, and press Ñ.
                      5. On the Mail Order Manager System Installation menu, select the
                         “New System Installation” option. Follow the instructions on the
                         screen. You will be able to choose the destination drive and
                         directory location for your actual system.
                      6. Once the installation process is complete, M.O.M. prompts you to
                         create your first user in the system. This user must be set up as an
                         authorization level of Owner/Operator.

  4 Mail Order Manager Setup Guide
                                                                 Introduction

 Installing and Setting Up the Additional Network
 Workstations
 There are two ways to set up additional workstations for access to your
 M.O.M. system.

 Method 1: CD-ROM Based Workstation Set Up

 To use this set up option, each workstation must have a CD drive and
 the following set up procedure must be run at each workstation.

 1. Insert the CD labeled “Main System Installation” into the
      workstation CD-ROM drive.
 2.   If the Mail Order Manager System Installation menu is automatically
      displayed, skip to Step 6 below.
 3.   In Windows, select the START button and choose Run.
 4.   Type: d:\setup, where d is the letter representing your CD-ROM
      drive, and press Ñ.
 5.   On the Mail Order Manager System Installation menu, select the
      “Workstation Installation” option.
 6.   Follow the instructions on the screen.
 7.   Once the installation process is complete, M.O.M. prompts you to
      create your first user in the system. This user must be set up as an
      authorization level of Owner/Operator.

 Method 2 - LAN Drive Based Workstation Set Up

 This set up option is suggested for more than 3 stations.

 Copy the contents of the d:\workstn directory located on the CD-ROM
 to any LAN drive, into a directory with the same name (such as
 f:\workstn). Be sure to include all sub-directories. You can use
 Windows Explorer or use a DOS copy command such as:

 XCOPY D:\WORKSTN F:\WORKSTN /S

 At each workstation:

 8. In Windows, select the START button and choose Run.
 9. Type: f:\workstn\disk1\setup, where f is the letter representing
    your LAN drive, and press Ñ.
10. Follow the instructions on the screen.

                                              Mail Order Manager Setup Guide 5
Setting Up Mail Order Manager

                    11. Repeat these steps at each workstation where M.O.M. will be used.
                          You may wish to leave this directory in place for future workstation
                          set ups.


Starting M.O.M.
                      Once M.O.M. is installed, to start the program at any workstation,

                          Click on:Start
                                   Programs
                                   Mail Order Manager 6.2
                                   M.O.M. Version 6.2
                      OR, on your Windows desktop,



                         Double Click on:
                      You will be asked to create a Password that conforms with a set of
                      requirements. For more information, see User Password Controls on
                      page 25.


Getting Information
                      The user documentation for your M.O.M. system consists of three
                      major components, each one designed to help you in a specific way.
                      In addition, technical support is also available.

                      To obtain copies of this documentation, log on to the Dydacomp
                      Online Technical Support Site at http://www.dydacomp.com/support/
                      login.asp and navigate to the documentation section.

                      User Learning Guide
                      The Mail Order Manager User Learning Guide is a companion book to
                      the User Reference Guide. The Learning Guide is designed to help the
                      new user learn how to use M.O.M.’s most common functions.

                      It is designed to be used interactively with the M.O.M. Tutorial Edition
                      software.

                      The User Learning Guide addresses the following activities:

                          Entering and Reviewing Orders

  6 Mail Order Manager Setup Guide
                                                                                   Introduction

                       Working with Customer Information
                       Importing Orders
                       Processing Orders
                       Setting Up a Stock Item
                       Using the Purchasing Functions
                       Using the Management Tools
                       Using the eCommerce Management Modules
                       Daily Accounting Activities
                       Creating a Mailing List


                    Mail Order Manager On-Line Help
                    M.O.M. for Windows includes extensive help that you can access
                    quickly and easily when you need detailed information on a feature.
                    There are three different types of on-line help available.

                    1. Help for Buttons tells you what a button does before you use it.
                       Drag your mouse pointer slowly over the button to display the tool-
                       tip help explanation of that button’s use.
                    2. Screen Level Help explains the purpose and use of the screen and
Help for Tool Bar
Buttons




                    3. includes definitions for the fields on the screen. To access the
                       screen level help for a screen, press ¿ on the screen or on the Tool
                       Bar,

                       Click on:
                    4. Search-For Help lets you search the entire on-line help system for
                       help on a particular topic. To access the search, select Help on the
                       Menu Bar. Then select Search For Help On...

                    To help you find related information, all of the Help screens in M.O.M.
                    contain “hypertext” links (cross-references) to other related Help

                                                                Mail Order Manager Setup Guide 7
Setting Up Mail Order Manager

                      topics. To “jump” to another topic, double click on any green line to
                      see details on that topic.

                      User Reference Guide
                      The purpose of the M.O.M. User Reference Guide is to help you easily
                      find the information you need according to the task that you are
                      completing. The User Reference Guide also includes cross-references
                      to M.O.M.’s on-line help that you can use with the “Search-For” option
                      in the on-line help system. In the guide, the cross-references look like
                      this:

                      For information about            See
                      Documentation components         Documentation

                      Technical Support
                      As a licensed M.O.M. user, you receive the highest level of technical
                      assistance, Dydacomp Development Corporation provides complete
                      product support, including the following:

                      US User Support
                          Telephone support during normal business hours, Monday through
                          Thursday, 9:00 am to 6:00 pm and Friday, 9:00 am to 5:00 pm EST,
                          1-973-237-0300.
                          FAX support at 1-973-237-9039
                          E-mail support at support@dydacomp.com
                          Web based help at www.dydacomp.com/support.

                      UK User Support
                        Telephone support during normal business hours, Monday through
                        Friday, 9:00am to 6:00 pm GMT, 0870 240 5608.
                        FAX support at 0870 832 9595.
                        E-mail support at support@mailsolve.com
                      Web based help at www.dydacomp.com/support.

                      As a new client, you may have been provided with a free period of
                      support. After this period, you may purchase extensions to your
                      support contract. Prior to the anniversary date of your purchase,
                      Dydacomp automatically notifies you to ensure that your support
                      service continues uninterrupted.In order for us to better assist you,
                      please reference your M.O.M. license number when contacting
                      technical support.

  8 Mail Order Manager Setup Guide
                                                                              Introduction


Becoming Familiar with M.O.M. and Windows
                 If you’ve used Windows before, everything about M.O.M. will already
                 seem very familiar. The menu design and the ways that you navigate
                 and perform functions in M.O.M. are all modeled on standard
                 Windows design conventions. Even the Help System is “just like” every
                 other help system for Windows.

                 Menus
                 There are two types of menus in M.O.M. for Windows.

                   Menu Bar - on the top of your screen with the words File, Edit,
                   Customer, Order, etc.
                   Tool Bar - right below the Menu Bar with the colorful picture
                   buttons.
MOM Options




                 The Menu Bar contains all of the options and functions in the M.O.M.
                 system. The Tool Bar is a subset of the Menu Bar and contains only
                 those options that you use “most often.”

                 Using the Menu Bar
                 Each option on the Menu Bar contains a pull-down menu with all of
                 the functions relating to that option.
Pull-Down Menu




                 There are two ways to select a Menu Bar Option.

                    Using Your Mouse
                 Use your mouse and click on the option on the Menu Bar to display
                 the pull-down menu.

                                                           Mail Order Manager Setup Guide 9
Setting Up Mail Order Manager

                      To select an option on the pull-down menu, click on that option.

                         Using Your Keyboard
                      Throughout the M.O.M. system, menu options, push-buttons, and
                      other graphical selections have a corresponding keyboard “hot-key”
                      letter. You can easily recognize the hot-key letter because it is
                      underlined in the option name.

                      For instance, in the Menu Bar option Product, the “P” is the hot-key.
                      To use the hot-key, press and hold Ë on your keyboard and press the
                      appropriate hot-key for that option.

                      Using the Tool Bar
                      Not every screen in M.O.M. has a Tool Bar, and in most cases the Tool
                      Bar is provided only as a way to quickly access those options that you
                      use most. To use the Tool Bar, just click on the button.

                      Lookup Screens
                      The Lookup screen is one of the most useful and powerful tools in
                      M.O.M. Throughout the system, it can be used to find any one of the
                      maintainable objects in the system (Source Key, Stock Item, User,
                      Catalog Code, etc.) using virtually any piece of information about that
                      object.
 Lookup Screen




                      The top line of fields, LOOKUP ON, CONDITION, and VALUE work
                      together to express the formula to be used as the lookup criteria.


  10 Mail Order Manager Setup Guide
                                                                 Introduction

1. Use the LOOKUP ON pull-down menu to select the piece of
     information about the object to be used as the lookup criteria.
2.   Use the CONDITION pull-down menu to specify the way the
     lookup matches are to be determined based on the VALUE. For
     instance, equals, greater than, contains, etc.
3.   Enter the VALUE to be used to determine a match and press Ñ.
     The results of the search are displayed in the list.
4.   Optionally, use the SORT BY pull-down menu to sort the list using
     a specific piece of information.
5.   Optionally, use the THIRD COLUMN pull-down menu to show a
     specific piece of information in the third column of the list.

For example, a supplier of ours, the American Exercise Supply
Company (AES) has gone out of business. We buy many items from
them and want to make sure that we enter a new supplier code for
each of these items. Therefore we need to look up the stock items for
that supplier and make the appropriate changes.

LOOKUP ON - We would select Current Distributor, because we are
basing the lookup on the supplier of the items.

CONDITION - We would select EQUALS, because we are basing our
lookup on the supplier code for the American Exercise Company.

VALUE - We would enter AES, the supplier code for the American
Exercise Supply Company.

Press Ñ and the stock items for that supplier are listed.

æ Note: ID for the next lookup depending n theare optionally savedthat
   user
        The lookup parameters selected above
                                              preferred setup by
                                                                   by

     user. See Setting Up User Defined General Lookup Preferences on
     page 34 of this guide.

 è the list of all stock items the Value field and press ENTER to view
   Hint: Place the cursor in



Multi-Select Screens
Like the Lookup screens, the Multi-Select screens let you find one or
more of the maintainable objects in M.O.M. and then allows you to
select either one or several of these items to create a list. These screens
are used throughout M.O.M. but mostly for generating reports.

                                             Mail Order Manager Setup Guide 11
Setting Up Mail Order Manager


 Multi- Select
 Screen




                      The three fields on the top of the screen are used the same way as on
                      the Lookup screen, except the first field is called SELECT ON instead
                      of LOOKUP ON.

                      The items that match the criteria you specified are then listed in the
                      Available Items box.

                      1. To select items from the Available Items List, highlight the item and
                         select the INCLUDE button or “drag and drop” the item with your
                         mouse into the Selected Items List box.
                      2. To include all of the items in the Available Items box select the
                         INCLUDE ALL button.
                      3. If you wish to remove an item from the Selected Items List, select
                         the REMOVE button or “drag and drop” the item with your mouse
                         back into the Available Item List box.
                      4. To remove all of the items from the Selected Items box, select the
                         REMOVE ALL button.
                      For example, we want to run a Master Inventory report, but we only
                      want to include only the stock items that cost over $100.

                      SELECT ON - We would select PRICE, because we are basing the
                      lookup on the price of the items.

                      CONDITION - We would select GREATER THAN, because we are
                      basing our lookup on items over $100.

  12 Mail Order Manager Setup Guide
                                                                                    Introduction

                VALUE - We would enter 100.

                Press Ñ and the stock items over $100 are listed in the Available
                Items List box. We want to run the report for all of these items so we
                select the INCLUDE ALL button, and all of the items are then added to
                the Selected Items List box.

                æ user ID forlookup parametersdependingabove are optionally savedthat
                  Note: The
                               the next lookup
                                               selected
                                                        n the preferred setup by
                                                                                  by

                  user. See Setting Up User Defined General Lookup Preferences in
                  Chapter 1 of this guide.

                Report Output Options Screen
                Whenever something is printed in M.O.M., whether automatically or
                by using the PRINT button on a screen, the Report Output Options
                screen is displayed. There are many options available for use on this
                screen.
Report Output
Options




                Printing, Viewing, Emailing, Saving or Graphing
                1. Use the pull-down menu to select the printer or device.
                2. Optionally, select the SETUP button to define page orientation, tray
                   selection, etc. for the printer or device.
                3. Optionally, select the MORE>>> button to display the Page Range
                   options. (Shown in the screen above.) Use the radio buttons to
                   select all pages (the default), just the first page, or a range of pages.
                   Select Print to File to send the entire output to a Excel file instead
                   of a printer for use at a later time. If this option is selected, you are
                                                                Mail Order Manager Setup Guide 13
Setting Up Mail Order Manager

                           prompted for the file name when you select the PRINT button in
                           Step 7 which follows.
                      4.   To close the Page Range options, select the LESS<<< button.
                      5.   To view the output on your screen, select the VIEW button.
                      6.   For certain reports you can graph the output, simply select the
                           GRAPH button.
                      7.   For certain reports you can also use the SAVE FILE button to save
                           the report as a PDF file. M.O.M. uses a built-in PDF writer to create
                           a PDF file, you will then be prompted for a destination for the
                           saved file.
                      8.   To print the output to the printer selected in Step 1, select the
                           PRINT button.
                      9.   To exit after printing or viewing, select EXIT.

                      æ    Note: The print settings selected above are saved by user ID as the
                           default for the particular report that you are processing. For
                           example, for one report, you might want to print to your laser
                           printer, on another report you may want to print to file and export
                           to a spreadsheet. M.O.M. saves the settings as the default for each
                           of these users. Settings can be changed ny pressing the SETUP
                           button.

                      Creating an Excel File
                      1. To create an Excel file of the output,

                           Click on:
                      2. Enter the path and file name.
                      3. Select the EXIT button to create the file.

                      Sending a Report Via E-mail
                      M.O.M. can send most reports as an e-mail attachment using a
                      workstation that has access to Microsoft Outlook or an SMTP Server.

                      1. To send a report as an attachment,


                           Click on:




  14 Mail Order Manager Setup Guide
                                                                            Introduction

             The MOM Email screen is displayed.
MOM Email




             2. FIll in the fields and choose Save.

Some Troubleshooting and Savings Tips
             This section contains important information about protecting the
             integrity of your data and guarding against loss of data.

             Reindexing
             The M.O.M. index files act as “pointers” to the rest of the data files.
             They tell the program exactly “where” a certain customer, order, etc.
             resides on the hard disk. If these files are corrupted, M.O.M. will not
             function correctly or be able to find information correctly. M.O.M. is
             equipped with an automatic reindexing feature, so reindexing is easy.

             When to Reindex
             Index files are usually corrupted when the M.O.M. program is exited
             improperly or when an electrical or hardware failure occurs during
             use. If M.O.M is unable to “find” an order or customer that is known to
             be on file in the system, you more than likely to have a corrupted
             index. In this case, it is necessary to rebuild the corrupted index files
             to bring back this “lost” information.

             How to Reindex
             To reindex M.O.M., follow this procedure.


                                                        Mail Order Manager Setup Guide 15
Setting Up Mail Order Manager

                      1. Make sure that all users are logged out of M.O.M.

                     ç M.O.M. system when reindexing. to have exclusive use of the
                       Warning: It is absolutely necessary

                      2. On the Main Menu Bar,
                          Click on:File
                                   Reindex System Files
                      The Reindex Database(s) Selection screen is displayed.
 Reindex
 Database(s)
 Selection
 Screen




                      3. Select the files you need to reindex. For instance, in the Customer
                         File, the indexes are the Last Name, Company Name, ZIP Code,
                         Phone Number, Customer Number, and Alternate Customer
                         Number.
                      4. Select the INCLUDE and REMOVE buttons (or “drag and drop” with
                         your mouse) to create the Selected Items List of files to be
                         reindexed.
                      5. Select the REINDEX button to rebuild the indexes.

                     ç Warning! Reindexing is not Dydacomp Technical If problems persist
                       after reindexing, contact a
                                                   a “cure-all” program.
                                                                         Support
                          representative.
                      6. Check the option Perform Additional Checks for Data Integrity,
                          to view additional tools for cleaning your database tables.




  16 Mail Order Manager Setup Guide
                                                                            Introduction


Backing Up Your Data
             Please remember, accurate data is your most valuable asset. The way
             to keep data safe and up-to-date is to back up frequently! Protect your
             business from data loss! The most common reason for data loss is
             hardware or electrical failure. To avoid any problems associated with
             these conditions, it is strongly suggested that all files associated with
             M.O.M. and its databases be backed up regularly and frequently.
             Archive all back-up copies in a safe place. If you have a lot of data,
             you might want to consider using a streaming tape backup system.
             Depending on which operating system and version you are running,
             back-up and restore procedures vary. Consult your operating system
             reference manual for specific procedures.

             Routine Back-ups
             Most users back-up their data based on the volume of orders entered.
             If you have a high volume of data, back-up every day. If you have just
             a few orders per day, you might only need to back up every other day
             or even once a week. If your business is phone order generated, you
             should back-up very frequently because there is no written audit trail.

             Special Situations
             In addition to routine back-ups, back-up your data before:

               Running either the Post A/R or Post A/P functions in M.O.M., since
               posted information is finalized in the general ledger
               Your computer or network server is repaired or moved
               Any type of electrical or construction work is done in the vicinity of
               your computer or network server
               Attempting to install an option, update or new release of M.O.M. or
               any other software

             Disclaimer
             Dydacomp is not responsible for any lost data due to user negligence
             in performing routine or special situation back-ups.




                                                        Mail Order Manager Setup Guide 17
Setting Up Mail Order Manager




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  18 Mail Order Manager Setup Guide
                                                 Chapter 1 Making Preliminary Settings


Chapter 1

Making Preliminary Settings
            This chapter provides detailed instruction on the following:

              Setting Up System Users and Assigning Security Levels
              User Password Controls
              Setting Up Your Company Billing and Shipping Addresses
              Setting Up User Defined Order Entry Preferences
              Setting Up User Defined Contact Entry Preferences
              Setting Up User Defined Customer Lookup Preferences
              Setting Up User Defined Point Of Purchase Preferences
              Setting Up User Defined General Lookup Preferences
              Customizing the Customer Entry Screens
              Customizing the Order Entry Screens
              Selecting Forms and Form Options
              Customizing Order Processing
              Manager’s Authorization Settings
              Selecting Special Print Output Options
              Setting Up Sales Commission Groups




                                                       Mail Order Manager Setup Guide 19
Setting Up Mail Order Manager

Setting Up System Users and Assigning Security Levels
                      Each person in your organization who uses Mail Order Manager needs
                      to have a unique identification code. This identification code is used
                      throughout M.O.M. to track each customer transaction and customer
                      contact. The code lets you determine who took a customer order, who
                      talked to a customer, who processed a payment, etc.

                      The identification code also enables you, the business operator or
                      owner, to control what M.O.M. functions and options each user may
                      access. These functions can be defined in a User Role then applied to
                      individual users.

                      User Role Setup
                      To set up a new role or to change the information for an existing role,

                      1. On the Main Menu Bar,
                          Click on: Maintain
                                    System Information
                                    User Security Profiles
                                    User Role Profiles
                      The User Role ID Lookup screen is displayed.

                      2. For an existing user, use the lookup screen to find and select the
                          user and display the User ID Information screen.

                      For a new user, select the NEW button to display the User Role
                      Information screen




  20 Mail Order Manager Setup Guide
                                                       Chapter 1 Making Preliminary Settings

.
    User Role
    Information




                  3. Enter an ID code for the new role and complete the other fields as
                      required.
                  4. If the new role will be applied to the sales people in your
                      organization, check the User is a Salesperson box. Those users
                      that are classified as salespersons are included in the commissions
                      calculations of the Profit by Product Report. Optionally, select a
                      Sales Commission Group to which the salesperson belongs.

                  æ   Note: Sales Commission Groups must be setup in advance of setting
                      up salespersons. See Setting Up Sales Commission Groups later in
                      this chapter.
                  5. If the user is a salesperson, and has their own commission structure
                     (not those in the Sales Commission Group) check the box titled
                     Use Special Commission Calculations for This Salesperson.
                     Enter commissions calculations based on Selling Price, Gross
                     Profit, or Net Profit. Any combination of fields can be used.
                  6. If the new user does picking and/or packing using the Packer’s
                     Workstation for order processing, select the User is a Picker/
                     Packer. This field is only used when the Advanced Warehouse
                     Module is installed with your M.O.M. system. If it is not installed,
                     the field is dimmed.
                  7. If the user is a cashier, check the box User is A Cashier (POP). If
                     the user has been assigned to a warehouse, then the user is
                     assigned to the retail location at that warehouse. All product
                     depletion will be taken from the assigned warehouse.
                  8. If the user will be running Manufactured Items through their

                                                             Mail Order Manager Setup Guide 21
Setting Up Mail Order Manager

                           necessary Manufacturing stages, check the option User is a
                           Manufacturing Operator, see Setting up the Product
                           Manufacturing Module in Chapter 15 of this guide
                      9.   If the user is assigned to just one single warehouse, check the box
                           User is Permanently Assigned to Warehouse and select the
                           warehouse in the pull-down list.
                    10.    For Users who need access to the Manager’s Dashboard, check the
                           option Enable Manager’s Dashboard, see Setting up the
                           Manager’s Dashboard in Chapter 8 of this guide.
                    11.    For new users or users that need to have each order approved by a
                           manager, check the option User is a Trainee. This will mark every
                           order as “On Review”, see Manager’s Authorization Settings in
                           Chapter 1 of this guide.
                    12.    The option User is a Manager with Authorization Rights, gives a
                           user the ability to approve orders that are “On Review,” see
                           Manager’s Authorization Settings in Chapter 1 of this guide.
                    13.    The option User cannot close MOM Chat Window, prevents
                           users exiting out of the M.O.M. Chat screen
                    14.    Finally customize the User Roles restrictions using the options in the
                           Allow/Restrict Additional Options tab.

                      Individual User Setup
                      Setting up a new user or to change the information for an existing
                      user,

                      1. On the Main Menu Bar,
                                   Maintain
                           Click on:
                                   System Information
                                   User Security Profiles
                                   User Profiles
                      The User ID Lookup screen is displayed.

                      2. For an existing user, use the lookup screen to find and select the
                           user and display the User ID Information screen.

                      For a new user, select the NEW button to display the User ID
                      Information screen.




  22 Mail Order Manager Setup Guide
                                                   Chapter 1 Making Preliminary Settings



User
Information




              3. Enter an ID code for the new user and complete the other fields as
                 required.
              4. Enter a Password for this user. For more information on the
                 Password Control features, see User Password Controls on page 25.
              5. Optionally, choose the requirement that the User must Change
                 the Password at the Next Logon.
              6. Optionally, select the option, to allow users to change their own
                 passwords through the User Preference screen. For more
                 information on setting User Preferences, see the section starting
                 with Setting Up User Defined Order Entry Preferences on page 29.
              7. Select the MOM Security Type from the list. This will consist of any
                 M.O.M. User Roles that you may have setup in the previous section
                 of this chapter.

              Select the option Use Standard MOM Authorization Levels from the
              list to use one of the M.O.M. Preset Authorization Levels.There are five
              pre-established Authorization Levels available.

              æ specific options can be customizedcustomize a level, select the
                Note: Any level
                                  and functions. To
                                                    by restricting and/or allowing

                 Allow/Restrict Additional Options tab.

              ç to the Maintaininstallation is complete, the installer only has access
                Warning! After
                                User function. It is important that the first New User
                 that is setup after installation be given the Owner/Operator

                                                         Mail Order Manager Setup Guide 23
Setting Up Mail Order Manager

                          Authorization Level to insure access to the Maintain User function
                          for at least one individual in your organization.
                      8. If the new user is a salesperson in your organization, check the
                          User is a Salesperson box. Those users that are classified as
                          salespersons are included in the commissions calculations of the
                          Profit by Product Report. Optionally, select a Sales Commission
                          Group to which the salesperson belongs.


                      æ Note: Sales Commission Groups must be setup in advance of setting
                        up salespersons. See Setting Up Sales Commission Groups later in
                          this chapter.
                      9. If the user is a salesperson, and has their own commission structure
                          (not those in the Sales Commission Group) check the box titled
                          Use Special Commission Calculations for This Salesperson.
                          Enter commissions calculations based on Selling Price, Gross
                          Profit, or Net Profit. Any combination of fields can be used.
                    10.   If the new user does picking and/or packing using the Packer’s
                          Workstation for order processing, select the User is a Picker/
                          Packer. This field is only used when the Advanced Warehouse
                          Module is installed with your M.O.M. system. If it is not installed,
                          the field is dimmed.
                    11.   For users of the Point of Purchase Module, if the user is a cashier,
                          check the box User is A Cashier (POP). If the user has been
                          assigned to a warehouse, then the user is assigned to the retail
                          location at that warehouse. All product depletion will be taken from
                          the assigned warehouse.
                    12.   For users of the Product Manufacturing Module, check the box User
                          is a Manufacturing Operator to allow the selected user access to the
                          Manufacturing Workstation. See Chapter 15 Using the Product
                          Manufacturing Module in the M.O.M. User Reference Guide for
                          more information.
                    13.   If the user is assigned to just one single warehouse, check the box
                          User is Permanently Assigned to Warehouse and select the
                          warehouse in the pull-down list.
                    14.   For Users who need access to the Manager’s Dashboard, check the
                          option Enable Manager’s Dashboard, see Setting up the
                          Manager’s Dashboard on Chapter 8 of this guide.
                    15.   For new users or users that need to have each order approved by a
                          manager, check the option User is a Trainee. This will mark every
                          order as “On Review”, see Manager’s Authorization Settings in
                          Chapter 1 of this guide.

  24 Mail Order Manager Setup Guide
                                                  Chapter 1 Making Preliminary Settings

            16. The option User is a Manager with Authorization Rights, gives a
                user the ability to approve orders that are “On Review,” see
                Manager’s Authorization Settings in Chapter 1 of this guide.
            17. The option User cannot close MOM Chat Window, prevents
                users exiting out of the M.O.M. Chat screen

             See Also
             Mail Order Manager Help
             For information about           See
             Setting up and Maintaining RolesUser Role Maintenance
             Setting up and Maintaining usersUser ID Maintenance
             Customizing Authorization LevelsUser Security


User Password Controls
             Protecting customer information should be a top priority for your
             business. Customers are entrusting you with personal information
             under the expectation that it will be kept safe. Additionally,
             organizations such as the Payment Card Industry (PCI) have strict
             requirements for how information can be stored and accessed. M.O.M.
             keeps customer information safe by uniquely encrypting credit card
             information within the databases, and controlling user access to
             sensitive information through the User Security Profiles detailed in the
             previous section. The User Password Controls allows M.O.M. to keep
             those User Profiles safe from unauthorized entry.

             Setting Up Password Requirements
             To display the settings for the User Password Controls,

             1. On the Main Menu Bar,
                Click on:   Maintain
                            System Information
                            Global Parameters
             2. Select the Security tab.




                                                        Mail Order Manager Setup Guide 25
Setting Up Mail Order Manager


 Global Parameters
 Security Tab




                      3. In the Account Locking section, enter the number of Failed Login
                          Attempts a user can conduct before the user’s account is locked.
                      4. Choose one or both of the following unlocking policies:
                         Choose to automatically unlock the account after a specified number
                         of minutes has passed.
                         Enable password reset abilities to users who are set as Owner/
                         Operator or who have the specific ability unlocked in the User
                         Security Profile under the Maintain Menu Options, Unlock User
                         Accounts.
                      5. In the Password Policy section, choose either or both of the
                         following options:
                         The Allow Blank Password option gives users the ability to create
                         a login ID that does not require a password or the password does
                         not have to conform to generally accepted password standards.
                         The Enforce Strict Passwords options allows you to set an
                         expiration date for entered passwords and also prevent passwords
                         from being reused after they have expired.

                     ç passwordWhen loggingbe enabled. The first the first time,in must
                       Warning!
                                options will
                                             into M.O.M. 6.1 for
                                                                 user logging
                                                                                 the strict

                          enter a password that adheres to the new requirements. This user
                          can then disable the options if given access to the Global
                          Parameters. ALL passwords must be LONGER THAN 7
                          CHARACTERS.



  26 Mail Order Manager Setup Guide
                                                 Chapter 1 Making Preliminary Settings

             Entering a New Password
             When entering a password under the Strict Password requirements you
             must enter a password that conforms to the listed rules. If using the
             option to Allow Blank Passwords, you can simply enter any password
             that is between 7-15 characters.

             ç versions of M.O.M., If you disable the password options and simply
               Warning! Passwords are now case sensitive. For users of previous

                use the same passwords as in the previous version, you must enter
                the password in capital letters.


Setting Up Your Company Billing and Shipping Addresses
             M.O.M. enables you to define a billing address and optionally a
             shipping address for your company. These addresses are printed on
             those “non-imprinted” business forms that you use with your M.O.M.
             software. Of course, if you purchase some or all of your forms
             imprinted, with your company name, address and/or logo, this
             information would not be printed on those forms.

             See Selecting Forms and Form Options later in this chapter.

             To enter or change a billing and/or shipping address for your
             company,

             1. On the Main Menu Bar,
                Click on: Maintain
                          System Information
                          Global Parameters
             The Global Parameter Maintenance screen is displayed.




                                                       Mail Order Manager Setup Guide 27
Setting Up Mail Order Manager

                      2. Select the Company Address tab.
 Company
 Billing and
 Shipping
 Addresses




                      3. Type in your company’s Billing Address.
                      4. Type in your company’s main Phone number.
                      5. Select the Country in which your company operates.
                      æ Apply For companies located(Quebec Only). checkboxset M.O.M. toto
                        Note:
                              Compounded Sales Tax
                                                    in Canada, a
                                                                  This will
                                                                            will appear

                          charge tax to the retail price of the item and the GST. The tax rate
                          must be set for the Quebec province in Maintain > Accounting
                          Information > Sales Tax Tables.
                      6. Type in the State Code or province for your company.
                      7. Type in your company’s Shipping Address to be printed on
                         purchase orders to your suppliers.
                      8. Optionally, the Setup Country’s Phone Entry Format enable you
                         to select a country from the SETUP PHONE FORMAT FOR
                         dropdown menu and type in the PHONE FORMAT.
                      9. Optionally, type in the Ship from Address Format to Appear on
                         Shipping Labels. Select VIEW SAMPLE FOR for a preview of how
                         the label will appear.


                      æ Advanced Warehouse Module, enter a default shipping address; i.e.,
                        Note: If you are using multiple warehouses with the optional

                          your main warehouse or selling location.




  28 Mail Order Manager Setup Guide
                                                    Chapter 1 Making Preliminary Settings

                See Also
                Mail Order Manager Help
                For information about            See
                Company Name and Address         Global Parameters
                                                 Maintenance-Company Address
                Multiple Warehouses              Advanced Warehouse Module


Setting Up User Defined Order Entry Preferences
                M.O.M. enables each user to establish “time saving” preferences for an
                order. These preferences can be changed as often as required by each
                user.

                To establish user order entry preferences,

                1. On the Main Menu Bar,
                   Click on:  File
                              My Preferences
                The User Defined Preferences screen is displayed.

                2. Select the Order tab.
User Defined
Preferences -
Order Tab




                                                             Mail Order Manager Setup Guide 29
Setting Up Mail Order Manager

                      3. Optionally, enter one or more of the defaults to be used on all
                          orders entered by you. These defaults are Shipping Method,
                          Source Key, Catalog Code, Sales ID, Order # To Use As A
                          Permanent Template, Order Type, Order Priority and Other
                          Search in Order Lookup. These will only be used as defaults, and
                          can be changed in each new order as required.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      User Defined Preferences         User Defined Preferences -
                                                       Order Tab


Setting Up User Defined Contact Entry Preferences
                      M.O.M. enables each user to establish “time saving” preferences for
                      contact entry. These preferences can be changed as often as required
                      by each user.

                      To establish user contact entry preferences,

                      1. On the Main Menu Bar,

                          Click on: File
                                    My Preferences
                      The User Defined Preferences screen is displayed.




  30 Mail Order Manager Setup Guide
                                                     Chapter 1 Making Preliminary Settings

                2. Select the Contact tab.
User Defined
Preferences -
Contact Tab




                3. Optionally, select which one of the two tabs in Contact Entry you
                  want to be displayed as a default. Also, optionally, select a default
                  Catalog Code and or Customer Notice to send to each contact entry.
                  Finally, select to automatically default the check box to “Yes” for the
                  Print a Catalog Mailing Label for each contact entry.
                When you enter a new contact for a customer, Print a Catalog Mailing
                Label is automatically selected.

                See Also
                Mail Order Manager Help
                For information about             See
                User Defined Preferences          User Defined Preferences -
                                                  Contact Tab


Setting Up User Defined Customer Lookup Preferences
                M.O.M. enables each user to establish “time saving” preferences for
                customer lookup. These preferences can be changed as often as
                required by each user.

                To establish user customer lookup preferences,

                1. On the Main Menu Bar,
                   Click on:   File
                               My Preferences

                                                           Mail Order Manager Setup Guide 31
Setting Up Mail Order Manager

                      The User Defined Order screen is displayed.

                      2. Select the Customer tab.
 User Defined
 Preferences -
 Customer Tab




                      3. Optionally, select the default Customer Lookup Search, Customer
                         Lookup Third Column and Tab in Customer to customize your use
                         of those features in M.O.M.
                      4. Optionally, use the Retain Last Customer Lookup Criteria check box
                         to retain the last customer lookup criteria the next time you open
                         the Customer Lookup screen.

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      User Defined Preferences        User Defined Preferences -
                                                      Customer Tab


Setting Up User Defined Point Of Purchase Preferences
                      M.O.M. enables each user to establish “time saving” preferences for
                      Point Of Purchase. These preferences can be changed as often as
                      required by each user.

                      To establish user Point Of Purchase preferences,




  32 Mail Order Manager Setup Guide
                                                      Chapter 1 Making Preliminary Settings

                1. On the Main Menu Bar,
                    Click on: File
                              My Preferences
                The User Defined Preferences screen is displayed.

                2. Select the POP tab.
User Defined
Preferences -
POP Tab




                3. Select the Type of Cash Drawer being used: either No Built-in Slip-
                   in slot for Checks & Credit Card Receipts or Built-in Slip-in
                   slot for Checks & Credit Card Receipts
                4. Select the printer for POP receipts by using the pull-down menu in
                   the Printer for POP Receipts field.
                5. If you are using a cash drawer with your workstation, enter the cash
                   drawer open sequence in the Cash Drawer Open Sequence field,
                   the cut sequence in the Cut Sequence field, the color sequence if
                   your printer will print Red ink in the Color Sequence (Red) field,
                   the color sequence for the black ink in the Default Color
                   Sequence (Black) field.

                æ  Note: If you are using a special receipt printer, you must install it in
                   your Windows settings as you would any other printer for
                   Windows.
                6. Select the Pole Display Interface Port if you will be using a pole
                    display.




                                                             Mail Order Manager Setup Guide 33
Setting Up Mail Order Manager

                      7. Optionally, enter a Welcome Message to be Shown on The Pole
                          Display and Goodbye Message to be Shown on The Pole
                          Display. This may be a promotion message or a “Thank you for
                          Shopping at Our Store”.

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      User Defined Preferences        User Defined Preferences - POP Tab


Setting Up User Defined General Lookup Preferences
                      M.O.M. enables each user to establish “time saving” preferences for
                      order and product lookup. These preferences can be changed as often
                      as required by each user.

                      To establish user order and product lookup preferences,

                      1. On the Main Menu Bar,
                          Click on: File
                                    My Preferences
                      The User Defined Preferences screen is displayed.

                      2. Select the General tab.
 User Defined
 Preferences -
 General Tab




  34 Mail Order Manager Setup Guide
                                     Chapter 1 Making Preliminary Settings

3. Optionally, select the Always go to Main Address whenever
   looking up Contacts, Ship-Tos, Gift Recipients, Mailing and
   Alternate Addresses check box to automatically default to a main
   or primary address in M.O.M. whenever you search and find a
   related address such as a ship-to address, gift-to address, contact
   name, etc.
4. Optionally, select the Do not use the Selling Tools Feature
   checkbox to disable cross-sell, up-sell, substitution and promotion
   selling tools.
5. Optionally, select the Remember the Last Value used in
   Lookups checkbox to automatically display the last value in your
   lookup screens.
6. In the F2 Product Lookup Search Criteria section of the screen, you
   may select to automatically use Full Lookup or Advanced Search
   Criteria when pressing the F2 key otherwise, Full Lookup is the
   default.

SMTP E-Mail Settings
For users who have direct access to an e-mail server, either on their
own network or through the internet, M.O.M. can send emails directly
through the server without the need of using e-mail programs such as
Outlook. Using SMTP (Simple Mail Transfer Protocol) M.O.M. can send
emails for notices and reports while bypassing any security restrictions
setup in place by your e-mail program.

While in the User Defined Preferences General Tab,

1. Check the option Use an SMTP Server for Sending E-Mails.
2. Enter the location of your Server in the SMTP Server field.
æ addresses (e.g., 192.168.0.1) for your(mail.yourdomain.com) or IP
  Note: Accepts either domain names
                                         Server location.
3. Enter the User Name and Password you use to access the e-mail
   server.
4. Enter an e-mail address in the From E-Mail Address that you
   would like all the emails to be addressed from.
5. Finally enter the SMTP settings used to communicate with the
   server, check your Network Administrator for guidance.
6. Use the TEST EMAIL SETTINGS button to verify that you have
   access to the directories needed to send emails.



                                           Mail Order Manager Setup Guide 35
Setting Up Mail Order Manager

                      7. Use the TEST STANDARD EMAIL button to bring up the M.O.M. e-
                          mail screen, send an e-mail to your own e-mail address in order to
                          verify that all the settings are correct.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      User Defined Preferences         User Defined Preferences -
                                                       General Tab
                      Advanced Search Criteria         Global Parameters Maintenance
                                                       Miscellaneous


Customizing the Customer Entry Screens
                      The Customer Lookup and Customer Information screens are used
                      throughout your M.O.M. system to find and view information about a
                      customer in the database. To enable you to better use these screens,
                      several customization options are provided to let you tailor M.O.M. to
                      best suit the needs of your customer service staff.

                      Customer Lookup - Defining the Cursor Sequence
                      There are seven fields that can be used to search for a customer on the
                      Customer and Order Lookup screen.

                         Last Name
                         Company Name
                         ZIP Code
                         Phone Number
                         Customer Number
                         Alternate Customer Number
                         E-mail Address
                      A retail mail order company may always want to start with the Last
                      Name of the customer. A business-to-business company may always
                      want to start with the Company Name field. To establish the sequence
                      for the cursor through these seven fields for your company,

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.


  36 Mail Order Manager Setup Guide
                                                      Chapter 1 Making Preliminary Settings

                 2. Select the Customer Entry tab.
Customer Entry
Tab in
Maintain
Global
Parameters




                 3. The list of fields in the Customer Lookup Sequence box are
                    arranged using the Windows “mover bars.” Use your mouse to click
                    and drag to arrange the fields in the sequence desired with the top
                    field in the list being the first field in the cursor sequence. The
                    sequence can be changed at any time.
                 4. Check Also include First Name in Lookup to enable your
                    customer service staff to include first name and last name for a
                    more precise search.
                 5. Check Use Sound Search on Last Name Lookup to enable
                    lookup based on names that “sound alike” as well as names
                    “spelled alike.” This enables an entry of JONZ to produce a list of
                    names including JOANS, JONES and JONZ.

                 æ  Note: Names that “sound alike” are included at the bottom of lists of
                    matches in the customer search screens.

                 Automatic Formatting for New Customer Entry
                 To improve the speed of the keying process for a new customer,
                 M.O.M. provides three different options for keying in a new customer
                 name and address.

                 To set these options for your company,




                                                            Mail Order Manager Setup Guide 37
Setting Up Mail Order Manager

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Customer Entry tab. (See the previous screen.)
                      3. Select one of the three options for Format for Name and Address.
                          The Initial Caps and Upper Case options are applied no matter how
                          the name is typed. Free Form preserves the upper and lower cases
                          as typed by the operator.

                      Alternate Customer Number Field for Lookup
                      As another means of simplifying the task of “finding” a customer in
                      your database, you can create a customized Alternate Customer
                      Number by combining various database fields of customer information
                      into one single XBASE expression. For instance, you could combine
                      the Last Name of the Customer with ZIP code and phone number area
                      code to create a single lookup field. When customer Smith of Wayne,
                      NJ (ZIP Code = 07470 and area code = 201) calls to place another
                      order, you would enter SMITH07470201 in the Alternate Customer
                      Number field to find an exact match.

                      Once the Alternate Customer Number field is defined as an XBASE
                      expression, M.O.M. automatically creates the unique number for each
                      customer in the database.

                      æ alternateyou changenumber to each customerM.O.M. gives a new
                        Note: If
                                  customer
                                            the XBASE expression,
                                                                   that has a blank
                          Alternate # field.
                      To create an Alternate Customer Number,

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Customer Entry tab. (See the previous screen.)
                      3. Consult the Customer File (CUST.DBF) in the Data Dictionary in the
                          M.O.M. On-Line Help and enter one or more field names in XBASE
  38 Mail Order Manager Setup Guide
                                     Chapter 1 Making Preliminary Settings

   format in the XBASE Expression for Alternate Customer
   Number field. When combining field names, be sure to separate
   the fields with +. For example,
4. STR(CUSTNUM)+ZIPCODE+SUBSTR(PHONE,2,3)

è   Hint: Use the BUILD button to help you create the expression using
    the XBASE Expression Builder.

Establishing Customer Entry Business Rules
M.O.M. provides you with a few options to control how customers are
entered.

To set these parameters,

1. On the Main Menu Bar,
    Click on:Maintain
             System Information
             Global Parameters
The Global Parameter Maintenance screen is displayed.

2. Select the Customer Entry tab.
3. In the screen section titled, Business Rules, users who have the
   List Management Module can optionally check Demographic
   Information is Required. This will require an entry in a Customer
   Demographics page for every new customer entered in the system.
   For more info on Demographics see Chapter 9 Setting Up
   Demographics.
4. Optionally, check Make Customers Inactive When the Last
   Order Date Was ___ Days Ago. This option will mark customers
   with no order activity after the designated number of days as
   “Inactive.” This can be used when creating Customer Lists in the List
   Management Module or when setting up Manager’s Authorization
   restrictions.

See Also
Mail Order Manager Help
For information about             See
Customizing Customer Entry        Global Parameters
                                  Maintenance-Customer Entry
Data Dictionary                   Data Dictionary
Using the XBASE Builder           XBASE Expression Builder


                                           Mail Order Manager Setup Guide 39
Setting Up Mail Order Manager

Customizing the Order Entry Screens
                      To enable each company to tailor the use of the order entry screens
                      and to establish company-specific business rules regarding information
                      required at order entry, M.O.M. provides several options for
                      customizing order entry.

                      Establishing Order Entry Business Rules
                      M.O.M. provides several parameters that help you control what
                      information is required for each new order, as well as how those
                      orders are delivered to stock and shipped to the customer.

                      To set these parameters,

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Order Entry tab.
 Order Entry
 Tab in
 Maintain
 Global
 Parameters




                      3. In the screen section titled, Business Rules, set each rule
                          according to your business requirements. For explanations of each
                          rule, consult the M.O.M. On-Line Help. (See the Help reference at
                          the end of this section.)


  40 Mail Order Manager Setup Guide
                                     Chapter 1 Making Preliminary Settings

Creating an Alternate Order Number Field for Lookup
As another means of simplifying the task of “finding” an order in your
database, you can create a customized Alternate Order Number by
combining various database fields of order information into one single
XBASE expression. For instance, you could combine the Customer
Number with the Customer’s Purchase Order Number. When customer
Smith (Customer Number 12345) calls about his purchase order
number 678 order, you would enter 12345678 in the Alternate Order
Number field to display his order on the screen.

Once the Alternate Order Number field is defined as a XBASE
expression, M.O.M. automatically creates the unique number for each
new order entered into the database.

æ this field iscannot used for an order number Number for lookupan
  Note: You
                to be
                      create an Alternate Order
                                                imported from 1.)
                                                                  if

    order taking service bureau, 2.) another system, 3.) the SiteLINK
    web commerce optional module.
To create an Alternate Order Number,

1. On the Main Menu Bar,
    Click on:Maintain
             System Information
             Global Parameters
The Global Parameter Maintenance screen is displayed.

2. Select the Order Entry tab. (See the screen on the previous page.)
3. Consult the Order File (CMS.DBF) in the Data Dictionary in the
  M.O.M. On-Line Help and enter one or more field names in XBASE
  format in the XBASE Expression for Alternate Order Number
  field.
When combining field names, be sure to separate the fields with +. For
example, STR(ORDERNO)+CHECKNUM

è   Hint: Use the BUILD button to help you create the expression using
    the XBASE Expression Builder.

Selecting a Product’s Special Pricing Discount
M.O.M. can discount an item’s pricing by either the total number of the
item on the order or by the quantity of each item. By selecting Base
On The Total Quantity Of That Item In The Order, M.O.M will discount

                                           Mail Order Manager Setup Guide 41
Setting Up Mail Order Manager

                      that item on the order depending on the total quantity of that item on
                      the order. To discount a certain item on the order each time that it
                      appears, select Based On Only The Quantity On Each Line Item. This
                      will discount the quantity of that item per line on the order.

                      For instance, an order with 2 recipients has a total of 6 of a certain line
                      item. Each recipient will receive 3 of the item. There is a 10% discount
                      on the item if there is a quantity of 3 purchased and a 25% discount if
                      a quantity of 5 is purchased. By selecting “based on the total quantity
                      of that item in the order,” M.O.M. will give a 25% discount to this item
                      because the entire order has 6 of the item. If you select “based on only
                      the quantity of each line item,” then this item will receive a 10%
                      discount because each line would contain 3 of this item.

                      To select a Product’s Special Pricing Discount,

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Order Entry tab. (See the previous screenshot.)
                      3. Select either Based On The Total Quantity Of That Item In The
                          Order or Based On Only The Quantity On Each Line Item.

                      Creating a Daily Announcement for Order Entry Operators
                      As a means of reminding your order entry staff of special promotions,
                      procedures, etc., M.O.M. enables you to create a daily announcement
                      that flashes on the order entry screen and disappears as soon as the
                      operator begins to enter the order. This announcement can be updated
                      as often as you like, but will not update on a user’s workstation until
                      that user exits M.O.M. and restarts the program.

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Order Entry tab. (See the screen earlier in this section.)

  42 Mail Order Manager Setup Guide
                                                 Chapter 1 Making Preliminary Settings

             3. Type in the message for the Daily Announcement.

             See Also
             Mail Order Manager Help
             For information about            See
             Customizing Order Entry          Global Parameters
                                              Maintenance-Order Entry
             Data Dictionary                  Data Dictionary
             Using the XBASE Builder          XBASE Expression Builder


Selecting Forms and Form Options
             M.O.M. supports many different types of paper forms for Order
             Processing including pick tickets, packing slips, invoices, box labels.
             The style of each form used can be selected by your company. In
             addition, you can also select to eliminate certain forms completely
             from your Batch Order Processing function. For instance, you may not
             need Pick Tickets in your business, or you may wish to combine
             packing slips with invoices, including the charges for an order on the
             packing slip that is packed with that order. These types of preferences
             are easily accommodated in M.O.M.

             To make form and form options selections,

             1. On the Main Menu Bar,
               Click on:  Maintain
                          System Information
                          Global Parameters
             The Global Parameter Maintenance screen is displayed.




                                                       Mail Order Manager Setup Guide 43
Setting Up Mail Order Manager

                      2. Select the Forms tab.
 Forms
 Tab in
 Maintain
 Global
 Parameters




                      3. Make your selections as required. Press the F1 key to access the
                          M.O.M. On-Line Help for explanations for all of the options on this
                          screen.

                      æ   Note: Those forms used in Order Processing have their
                          corresponding order processing (O/P) stage indicated. Forms
                          without an O/P stage are printed through separate routines in
                          M.O.M.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Form Settings and Options         Global Parameters
                                                        Maintenance-Forms


Customizing Order Processing
                      Order processing is one of the most important functions in M.O.M. In
                      brief, it is the way that you take an order from order entry and ship it
                      to your customer. In M.O.M., order processing consists of a number of
                      different stages through which an order must pass before it finally
                      ships to your customer.

                          Credit Card Approval - for those orders with credit card payment,
                          the process of approving and charging the amounts.


  44 Mail Order Manager Setup Guide
                                      Chapter 1 Making Preliminary Settings

   Picking - the process of printing picking paperwork and pulling the
   items off the shelves for each order
   Packing - the process of printing packing slips and boxing the order.
   Gift Certificate Printing - the process of printing any gift certificates
   that are ordered by customers.
   Box Labeling - the process of printing any special labeling
   paperwork for the box, including shipping labels, airbills, COD tags,
   etc.
   Notices - the process of printing customer notices, both for orders
   and non-order situations.
   Drop Shipping - the process of sending purchase orders to the
   designated suppliers of each order that are to be sent directly to
   each customer.
   Shipping - the process of informing the designated carriers of each
   package that is to be shipped to each customer.
   Invoicing - the process of printing invoices for those orders for
   which the invoice needs to be mailed.
Each stage is “latched” to the previous one, except for Customer
Notices, Dropshipping and Catalog Request Labels. Latching means an
order must pass through each stage before going to the next one. As
new orders enter the first stage after order entry, there are other orders
that have already worked their way further through the stages. As a
result, it is possible to have many different orders at many different
stages at any one time.

Selecting Batch or Single Order Processing
Some companies process a whole group of orders from credit card
processing right through to shipping. Each group of orders processed
is referred to as a batch. Other companies prefer to process orders one
at a time. M.O.M. provides the ultimate control by letting you select
how you want each stage of processing to be done - either in batch
using the Batch Order Processing function or one-at-a-time using the
Packer’s Workstation. For instance, if you want to process all of your
pick tickets in batch and then give them to your shipper to box and
ship one at a time, M.O.M. lets you control the way that you want to
process those stages of order processing where paperwork printing
and/or a specified manual task is involved.

To make these selections,




                                             Mail Order Manager Setup Guide 45
Setting Up Mail Order Manager

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Order Processing Design tab.
 Order Processing
 Design in
 Maintain
 Global
 Parameters




                      3. For the first four stages - Pick Tickets, Packing Slips, Gift
                         Certificates, and Box Labels/COD Tags - select one of the following
                         options.
                         Batch Order Processing processes this stage - this choice
                         requires that this stage be run in batches using the Batch Order
                         Processing function.
                         Packer’s Workstation manually processes this stage - this
                         choice requires that a warehouse person must actually move the
                         order through the stage by completing whatever printing task that is
                         required using the Packer’s Workstation function.
                         Packer’s Workstation automatically processes this stage - this
                         choice runs the stage at only at the Packer’s Workstation, but
                         enables the warehouse person do whatever printing task that is
                         required automatically, without having to request the printing for
                         each order. This choice might be used for pick tickets to keep new
                         tickets printing automatically at the Packer’s Workstation without the
                         warehouse person having to request the ticket for each order.
                         Optionally, Customer Notices can be selected to be a part of this
                         processing if selected.

  46 Mail Order Manager Setup Guide
                                      Chapter 1 Making Preliminary Settings

4. Optionally, if you have the Advanced Warehouse Module installed
   with your M.O.M. system, select where you want to run the
   Shipping stage. Either using the Batch Order Processing screen or
   the Warehouse Manager’s Station.
5. Optionally, set the Processing Checkpoints preferences to
   further tailor order processing for your company.
   An order must be reviewed for manager' s authorization using
   established checkpoints - Check this box to enable the
   Manager' s Authorization Settings tab, see the following section
   Manager’s Authorization Settings. This tab contains many
   restrictions to prevent orders from being processed without being
   approved by a user who has the option User Is A Manager With
   Authorization Rights enabled in either the User ID or the User Role
   screens.
   Pop orders are exempt from review status - Point of Purchase
   Module Users, check this box to prevent Point of Purchase orders
   from being put on hold due to a checkpoint in the Manager' s
   Authorization Settings tab.
   An order must be picked before credit cards can process -
   Check this box to require Pick Tickets to be printed before credit
   cards can be processed. Even though M.O.M. tracks inventory levels
   automatically, some companies prefer to only charge credit cards
   after making sure that the merchandise is actually “on the shelf,”
   and therefore want card processing to occur only after picking has
   been completed. This option has no effect if you elect not to
   include pick tickets in your order processing cycle.
   An order must have its item contents bar-code scanned as it
   is packed - Check this box to require “scan and pack” for every
   order to verify that what was ordered is actually packed in the box.
   If this preference is selected, the Packing Slips stage must be set to
   run either manually or automatically at the Packer’s Workstation.
   See Step 3 above.
   A box must be weighed as it is packed - Check this box to
   require that every box of an order be weighed to verify weight and
   shipping rates. If this preference is selected, the Packing Slips stage
   must be set to run either manually or automatically at the Packer’s
   Workstation. See Step 3 above.
   A box must be confirmed for shipment - Check this box to
   require that every box be scanned for shipment. This enables
   “batches” of packages to be selected manually for shipment at the
   Shipping stage of order processing using the Shipment Confirmation
   screen. If the Warehouse Manager’s Station was selected in Step 4

                                            Mail Order Manager Setup Guide 47
Setting Up Mail Order Manager

                         previously, this checkbox is dimmed, since all shipping done at the
                         Warehouse Manager’s Station must, by default, use the Shipment
                         Confirmation Screen. See Using the Shipment Confirmation Screen
                         in Chapter 3 of the Reference Guide.
                      6. Select a Bar Code to Use on Packing Paperwork. This barcode is
                         printed on pick tickets and packing slips and can be used with a
                         scanner to quickly access a particular order or order shipment at the
                         Packer’s Workstation. If most of your orders are shipped to multiple
                         addresses or from multiple warehouses with the Advanced
                         Warehouse Module, Segment ID is recommended.
                      7. Select a Bar Code to Use on Box Label. This bar code prints on
                         the box label and is used to scan the box when the “A box must be
                         confirmed for shipment” preference has been selected in Step 5. If
                         this preference has not been selected and you do not want a bar
                         code on the box label, you may use the “No Box Label Bar-Coding”
                         choice here.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Customizing Order Processing      Global Parameters
                                                        Maintenance-Order Processing
                                                        Design
                      Order Processing Concepts         Order Processing Methodology


Manager’s Authorization Settings
                      Manager’s should not have to review each order before it is processed.
                      However, Managers should not allow orders to be processed solely on
                      the assumption that order entry personnel would always adhere to
                      standing business rules regarding such things as price changes and
                      customer credit limits. The Manager’s Authorization function can be
                      used to give order clerks the ability to enter orders without constant
                      Manager intervention while giving Managers the assurance that
                      business rules are being followed.

                      To make set these rules or checkpoints,

                      1. On the Main Menu Bar,
                          Click on:   Maintain
                                      System Information
                                      Global Parameters

  48 Mail Order Manager Setup Guide
                                                    Chapter 1 Making Preliminary Settings

                The Global Parameter Maintenance screen is displayed.

                2. Select the Order Processing Design tab.
                3. Check the option An order must be reviewed for manager' s
                   authorization using established checkpoints.
                4. Select Manager’s Authorization settings tab.
Manager’s
Authorization
Settings




                5. Select the checkpoints that you wish to establish. When an order is
                   reaches a checkpoint, it is placed “On Review.” Orders on Review
                   can be seen in the Order Status screen or the Manager’s Dashboard
                   screen.
                6. A User who is setup with Manager’s Authorization rights can
                   approve the order to so that it may move on to payment or order
                   processing, See Approving an Order for Review in Chapter 3 of the
                   Reference Guide for more information.

                See Also
                Mail Order Manager Help
                For information about            See
                Manager’s Authorization          Order Processing Manager' s
                Settings                         Authorization




                                                          Mail Order Manager Setup Guide 49
Setting Up Mail Order Manager

Selecting Special Print Output Options
                      In Windows, printer selection is done at the local workstation. Certain
                      printers may be shared by more than one user while others may be
                      dedicated to just one workstation. Some of the output in the M.O.M.
                      order processing cycle requires “universal” settings related to number
                      of copies, margins, etc.

                      To make these settings,

                      1. On the Main Menu Bar,
                          Click on:Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Printer Output tab.
                      3. For Invoices and/or Packing Slips, select the # of Copies. If you are
                          using the same form style for both invoices and packing slips, the #
                          of Copies entry must be the same for both.

                       è orderIfcolor-coded, pre-collated, multi-part forms from Softwarecan
                         Hint: you are printing multiple copies on a laser printer, you

                          Forms.
                      4. Optionally, for those Form Names that have Left Hand Margin
                          settings, enter a margin number. This is generally used only if the
                          form is being printed on a dot matrix printer and/or is an irregular
                                            1 -
                         dimension (not 8 -- by 11). The number is best set based on a few
                                              2
                         “test” runs on the printer. If the printer is printing on the form too
                         far to the left, increase the value. If the printer is printing on the
                         form too far to the right, decrease the value. A setting of 0 is
                         equivalent to no margin.
                      5. For Customer Notices, select the PAGE LAYOUT button to define the
                         left margin, as well as top and bottom margins. You can also define
                         a special font for your notices using this button. If all of your
                         customer notices are set up as MS Word RTF documents using the
                         M.O.M. Word interface, no settings are required.
                      6. If you are using thermal printers at workstations for use with the
                         integrated shipping systems, specify the Local LPT Thermal Label
                         Printer Device that you are using. All workstations with these label
                         printers must use the same port for this output.


  50 Mail Order Manager Setup Guide
                                                  Chapter 1 Making Preliminary Settings

             See Also
             Mail Order Manager Help
             For information about             See
             Setting up Printers and Printer   Global Parameters
             Options                           Maintenance-Printer Output


Setting Up Sales Commission Groups
             A Sales Commission Group can be used in M.O.M. to group
             salespeople for commissions reporting in the Profit by Product Report.
             The Sales Commission Group can also be used to define commissions
             calculations for every salesperson who is a member of that group. If all
             salespeople in your company or in a department of your company
             receive the same commissions, this eliminates the necessity of having
             to set up separate commission plans for each individual salesperson.

             To set up a new sales commission group user or to change the
             information for an existing group,

             1. On the Main Menu Bar,
                Click on: Maintain
                          System Information
                          Sales Commission Group
             The Sales Commission Group Lookup screen is displayed.

             2. For an existing group, use the lookup screen to find and select the
                group and display the Sales Commission Group screen.
             3. For a new group, select the NEW button to display the Sales
                Commission Group screen.




                                                        Mail Order Manager Setup Guide 51
Setting Up Mail Order Manager


 Sales Commission
 Group Setup




                      4. Enter a Code and Description for the new group.
                      5. Optionally, to set up a commission structure for the group, enter
                          commissions calculations based on Selling Price, Gross Profit, or
                          Per Unit Rate. Any combination of fields can be used.

                      See Also
                      Mail Order Manager Help
                      For information about              See
                      Setting Up Sales Commission Groups Sales Commissions Groups
                      Types of Commissions               Commissions


Setting Up Product Mix & Match Codes
                      The Mix & Match Code can be used to “tie together” the Special
                      Situation Prices for more than one item. Typically, this is done to
                      create a minimum purchase quantity discount for a “page” of items in a
                      catalog. For instance, “buy any 3 out of 10 items on this page and
                      receive a 10% discount.” Mix & Match can also be used to create a
                      “catalog wide” discount based on Order Total. In this case, every
                      product in the catalog would be given the same Mix & Match Code
                      and the Order Total qualifier would be used to create Special Situation
                      prices accordingly. For instance, “if your order total exceeds $200, take
                      an additional 5% off your order. If your order total exceeds $400, take
                      an additional 6% off your order.”


  52 Mail Order Manager Setup Guide
                                                  Chapter 1 Making Preliminary Settings

              To setup Mix & Match Codes,

              1. On the Main Menu Bar,
                 Click on:    Product
                              Maintain Mix and Match Codes
              Select an existing code or click the NEW button.
Mix & Match
Codes




              2. Enter a code and description.
              3. Optionally, enter an expiration date
              4. The Mix & Match codes can then be selected with the Stock
                 Maintenance screen. See Establishing Special Selling Prices on
                 page 69 for more information.

              See Also
              Mail Order Manager Help
              For information about                  See
              Setting Up Mix and Match Codes         Mix & Match Code Maintenance




                                                        Mail Order Manager Setup Guide 53
Setting Up Mail Order Manager




                                This page left blank intentionally.




  54 Mail Order Manager Setup Guide
                                     Chapter 2 Setting Up Suppliers and Stock Information


Chapter 2

Setting Up Suppliers and Stock Information
            This chapter provides detailed instruction on the following:

              Setting Up Suppliers
              Setting Up a New Stock Item
              Setting up Supplier and Stock Item Demographics
              Establishing Starting Inventory or Viewing Current Information
              Establishing Return Preferences
              Establishing Restricted Shipping Areas
              Establishing Warehouse Locations for Items (Bins)
              Establishing Inventory Low Level and Purchasing LevelsEstablishing
              Inventory Low Level and Purchasing Levels
              Establishing Special Selling Prices
              Establishing Special Selling Prices to Groups of Items
              Establishing a Product Classification Code for a Stock Item
              Establishing UPC, ISBN or Alternate IDs for a Stock Item
              Establishing a Product Classification Code for a Stock Item
              Establishing a Product Shipping Preference
              Setting Up Shipping Information for an Item
              Establishing Salesperson Commissions
              Establishing Royalty Payments
              Setting Up an Item-Specific Customer Notice
              Setting Up Advanced Search Criteria
              Setting Up Accounting Information for a Stock Item
              Setting Up Special Types of Items
              Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion
                                                         Mail Order Manager Setup Guide 55
Setting Up Mail Order Manager

                         Discontinuing an Item or Preventing an Item from Being Sold
                         Establishing Product and Supplier Return Codess
                         Establishing Order Hold Reason Codes
                         Establishing Lost Order Reason Codes
                         Renaming and Merging Stock Items
                         Renaming and Merging Suppliers
                         Changing Product Retail and Special Prices
                         Changing Product Vendor Prices
                         Printing Additional Stock ID Labels


Setting Up Suppliers
                      In M.O.M., a supplier is any company from whom you purchase your
                      stock items for resale, or a company who drop ships products directly
                      to your customers for you. In addition, if you have set up royalty
                      payments for a product in the Maintain Stock function, a supplier can
                      also be a person or company to whom you want to report royalties
                      using the Product Royalties report.

                      To set up or maintain a supplier,

                      1. On the Main Menu Bar,
                          Click on:   Product
                                      Maintain Suppliers




  56 Mail Order Manager Setup Guide
                                     Chapter 2 Setting Up Suppliers and Stock Information

              The Supplier Lookup screen is displayed.
Supplier
Lookup




              2. For an existing supplier, use the lookup screen to find and select
                 the supplier and display the Supplier Information screen. For a new
                 supplier, select the NEW button to display the Supplier Information
                 screen.
Supplier
Information




              3. Enter a Supplier Code and Name for the new supplier and
                 complete the other fields as required. If you are using the M.O.M.
                 G/L interface, make sure that the Name is entered exactly as it is
                 entered in your G/L package.
              4. For existing Suppliers, choosing the Supplier is INACTIVE option

                                                         Mail Order Manager Setup Guide 57
Setting Up Mail Order Manager

                           will remove the supplier and all associated purchasing levels will
                           not be available during Product Purchasing.
                      5.   If you want purchase orders faxed or e-mailed, select your
                           preference for the Additional Send Options.
                      6.   In the Accounting tab, enter the information for your account with
                           the supplier, minimum and maximum purchase amounts, and how
                           the different costs associated with each purchase should be
                           distributed.
                      7.   Optionally, for users with the Advanced Warehouse Module, select
                           the Drop Ship Options, enter the suppliers zip code and click the
                           LOAD ZONES button to determine the zones based on the ship
                           location of the supplier.
                      8.   Optionally, Enter any demographic information you require, See
                           Chapter 9 Creating Special Customer Demographics Information
                           Screens for details on setting up these demographic fields.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting Up Suppliers              Supplier Maintenance


Setting Up a New Stock Item
                      M.O.M. lets you set up many different types of products, selling prices,
                      and purchasing levels.

                      To set up or maintain a stock item,

                      1. On the Main Menu Bar,
                           Click on: Product
                                     Maintain Stock Items
                      2. Or, on the Tool Bar,

                           Click on:




  58 Mail Order Manager Setup Guide
                                        Chapter 2 Setting Up Suppliers and Stock Information

              The Stock Item Lookup screen is displayed.
Stock Item
Lookup




              3. For an existing item, use the lookup screen to find and select the
                  item and display the Stock Item Information screen.
              4. For a new item, select the NEW button to display the Stock Item
                  Information screen.
Stock Item
Information




              è   Hint: As a time saver when setting up new items, you can also select
                  an existing item that is similar to the new item and use the SAVE AS
                  button on the Stock Information screen to create a new item with
                  all of the information fields already completed.



                                                            Mail Order Manager Setup Guide 59
Setting Up Mail Order Manager

                      5. Enter a Stock Number and Description for the new item. A stock
                          code can be a maximum of 20 characters. See the other procedures
                          in this chapter for more information about the fields and options
                          associated with setting up a product.

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      Setting Up Stock Items          Stock Maintenance-Overview
                      Other Fields on the General Tab Stock Maintenance-General
                                                      Information


Setting up Supplier and Stock Item Demographics
                      M.O.M. gives you the ability to track information beyond what the
                      current screens and fields allow you to enter. Using the Demographics
                      feature, you can create your own custom pages and fields to enter the
                      custom information your business requires.

                      To create Stock Item Demographics:

                      On the Main Menu Bar,

                          Click on: Product
                                    Maintain Additional Stock Information
                      To create Supplier Demographics:

                      On the Main Menu Bar,

                          Click on: Product
                                    Maintain Additional Supplier Information
                      Then follow the directions on Chapter 9 Creating Special Customer
                      Demographics Information Screens


Establishing Starting Inventory or Viewing Current Information
                      For a new item, you need to establish a starting inventory. On an
                      ongoing basis, inventory levels are decreased whenever an order for
                      the item is entered. You may want to spot check inventory for an item
                      to make a purchasing decision.

                      To enter starting inventory or to view inventory for a stock item,

  60 Mail Order Manager Setup Guide
                                      Chapter 2 Setting Up Suppliers and Stock Information

             1. Select the Inventory tab in the Stock Item Information screen.
             2. For a new item, Enter the starting inventory figure in the Units in
                 Stock field.
             3. For an existing item, view the information on the screen.

              See Also
              Mail Order Manager Help
              For information about              See
              Inventory                          Stock Maintenance-Inventory


Establishing Return Preferences
              Designating a return preference for an item gives you the ability to
              accept returns for this item and sell it as a different SKU. Especially
              useful for companies who sell returned items as a discounted
              “Refurbished” or “Open Box” item.

              æ Note: The itemasyou are adding inventory to must be created before
                designating it   the Return Item.
             1. Select the Inventory tab in the Stock Item Information screen.
             2. Check the option Return this product to Inventory as.
             3. Type in the Stock Number you wish to add inventory to or use the
                 À key to search for the item.

              See Also
              Mail Order Manager Help
              For information about              See
              Return Preferences                 Stock Maintenance-Inventory


Establishing Restricted Shipping Areas
              Due to many factors such as seasonal weather, delivery times, and
              local laws; some items cannot be shipped to specific locations. Using
              the Restricted Shipping Area feature you can designate what areas an
              item will not be shipped to and the dates in which this restriction will
              be in place.

              Single Product Restriction Setup
             1. Select the Inventory tab in the Stock Item Information screen.
             2. Select Add to create a new restriction or select an existing
                 restriction and choose Edit to change the restriction options or

                                                          Mail Order Manager Setup Guide 61
Setting Up Mail Order Manager

                          Remove to delete the restriction.

                      æ   Note: When editing an existing restriction, you cannot change the
                          restriction’s area.
                      The Edit Product Restricted Shipping Area screen is displayed.
 Product
 Restricted
 Shipping Area




                      3. Starting from the Country Tab, click on the check box column next
                         to the location name to check the restricted area. Locations can be
                         restricted down to specific ZIP codes.
                      4. In the Date Restriction Rules section, choose one of the following:
                         No Date Restriction- This option will not allow the item to be
                         placed on an order where the shipping destination is in a restricted
                         area.
                         Restricted only from- This option gives you the ability to specify
                         the dates in which the restriction is in place. You must then
                         designate whether the item can be placed on an order during the
                         restriction time, or if the item is allowed to be sold but not shipped
                         until the specified number of days.
                      5. Choose Save to return to the Inventory tab.

                      Product Class Restriction Setup
                      Products that are setup with the same Product Classification Codes can
                      have Restricted Shipping Areas applied to all of them at once.




  62 Mail Order Manager Setup Guide
                                          Chapter 2 Setting Up Suppliers and Stock Information

                 1. From the Main M.O.M. Screen,
                     Click On:  Product
                                Maintain Product Class Shipping Region
                                Restrictions
                 The Product Classification Restricted Shipping Area Maintenance
                 screen is displayed.
Product
Classification
Shipping Area
Restriction




                 2. Choose a Product Classification Code from the drop down menu.
                     Then select Add to create a new restriction or select an existing
                     restriction and choose Edit to change the restriction options or
                     Remove to delete the restriction.

                 æ   Note: When editing an existing restriction, you cannot change the
                     restriction’s area nor the Product Classification Code it is assigned
                     to.
                 The Edit Product Restricted Shipping Area screen is displayed.

                 3. Starting from the Country Tab, click on the check box column next
                    to the location name to check the restricted area. Locations can be
                    restricted down to specific ZIP codes.
                 4. In the Date Restriction Rules section, choose one of the following:
                    No Date Restriction- This option will not allow the item to be
                    placed on an order where the shipping destination is in a restricted
                    area.
                    Restricted only from- This option gives you the ability to specify
                    the dates in which the restriction is in place. You must then
                    designate whether the item can be placed on an order during the

                                                              Mail Order Manager Setup Guide 63
Setting Up Mail Order Manager

                         restriction time, or if the item is allowed to be sold but not shipped
                         until the specified number of days.
                      5. Choose Save to return to the maintenance screen.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Product Restriction Setup         Stock Maintenance-Inventory


Establishing Warehouse Locations for Items (Bins)
                      The designated location or container in your warehouse(s) in which
                      you keep a certain stock item is commonly referred to as a bin. M.O.M.
                      provides a range of features to assist you with managing your
                      warehouse bin locations for each stock item, including multiple bin
                      locations for each stock item with options for pick-from priority,
                      “feeder” or bulk bins with automatic replenishing, and preferred bin
                      locations for receiving, returns and composite item assembly. In
                      addition, you can use the Adjust Inventory function at any time to
                      move inventory from one bin to another.

                      If you have purchased the Advanced Warehouse Module with your
                      M.O.M. system, you are also able to establish multiple warehouse
                      locations, each with its own bin options as above. This should be done
                      before you set up bins. See Chapter 14, Setting Up the Advanced
                      Warehouse Module, for more information on this option.

                      To establish bin information for an item,

                      1. Select the Inventory tab in the Stock Item Information screen,
                      2. To edit or delete an existing bin, select the Bin Number using the
                        pull-down menu and press the EDIT button to display the Edit Bin
                        screen.
                      To set up a new bin, select “Add a New Bin Location” using the Bin
                      Number pull-down menu, and press the ADD button to display the
                      Edit Bin screen.




  64 Mail Order Manager Setup Guide
                                     Chapter 2 Setting Up Suppliers and Stock Information


           æ Note:check theall of Back order item iforder to befill completely
             bin,
                   To force
                            box
                                  the line item of an
                                                      it cannot
                                                                pulled from one

                from a single bin. This is important for companies selling items
                like fabric that must all be one dye or color lot for each line item.
                For these types of companies, each dye or color lot should be given
                a dedicated bin.
Edit Bin




           3. If you have the Advanced Warehouse Module, select a Warehouse
                for the new bin. If you do not, continue to step 4.
           4.   Optionally, Select an EXPIRATION DATE. This option is useful for
                items with expiration dates such as perishable goods. When the
                entered date is reached, the items will no longer be available for
                sale.
           5.   Enter a Bin Number for the new bin. The Bin Number may also
                contain a description such as “bulk bin” or “first choice,” etc. Note
                that the System Bin ID field cannot be edited.
           6.   Select a Status for the bin. There are two choices:
                Available for Sale - a bin that is used to pick from or feed from and
                can be selected in order entry.
                Do Not Sell - a bin that cannot be selected in order entry as a ship-
                from location for an item. Typically, this might be a bin that is used
                to return damaged items or returned items that need repackaging.
           7.   Select a Priority for the bin in regards to its use in a sequence of
                bins for picking. The lower the number, the higher the priority.
           8.   Optionally, use the check boxes to select one or more Preferences
                for the Bin.
                Preferred Bin for Receiving Product - makes the bin the default
                                                         Mail Order Manager Setup Guide 65
Setting Up Mail Order Manager

                           location for that item when recording receiving from suppliers. This
                           might be a bulk bin that feeds other bins.
                           Preferred Return Location - makes the bin the default location for
                           returns from customers for that item. This might be used in
                           conjunction with the Do Not Sell bin status above.
                           Preferred Bin to Use for Creating Composite Items - makes the bin
                           the default location for items that are used as component items for
                           assembly as a composite or kit item.
                           Preferred Bin for POP Sales - if you have the optional Point of
                           Purchase Module, you can make the bin the default location for any
                           counter sales.
                      9.   Optionally, use the Auto Replenish fields in steps 9-11 below to
                           set up a bin-to-bin feeding system that automatically moves
                           inventory from one bin to another based on low level settings. This
                           would most likely be used if you have bulk bins feeding other bins
                           in the warehouse. The Auto-Replenish Bins function is used for this.
                    10.    If you do not need this special function, skip to step 12 below.
                    11.    Enter the Low Level amount that signals that the bin needs to be
                           replenished and enter the Quantity to Take when the Auto-
                           Replenish Bins function is run.
                    12.    Use the pull-down menu to select the Bin to Take From. This list
                           includes all other bins that have been previously set up for this
                           item.
                    13.    In the Notes field, enter a notation to be used in the Inventory
                           Transaction Report whenever the Auto-Replenish Bins function is
                           used to make inventory changes to the bin based on the Auto-
                           Replenish settings.
                    14.    When complete, select SAVE to exit. To delete a bin, press the
                           DELETE button. Before a bin can be deleted, you must use the
                           Adjust Inventory function to remove all inventory from that bin. In
                           addition, a bin cannot be deleted if there are committed orders
                           depleting from it. Review those orders and select line item status to
                           force-backorder and deplete from another bin.

                      See Also
                      Mail Order Manager Help
                      For information about                    See
                      Setting Up Bins                          Bin Maintenance
                      Auto-Replenish Bins Function             Auto-Replenish Bins
                      Setting Up Multiple Warehouses           Advanced Warehouse Module
                      Moving Inventory from Bin to Bin         Adjust Inventory for a
                                                               Stock Item

  66 Mail Order Manager Setup Guide
                                       Chapter 2 Setting Up Suppliers and Stock Information


Establishing Inventory Low Level and Purchasing Levels
                The low level for an item is the minimum quantity that you want to
                keep on hand based on the length of time it takes you to reorder and
                the quantity that you are selling.

                A purchasing level identifies the supplier and the price that you pay
                for an item based on the quantity that you are purchasing.

                Low Level
                To establish the Low Level,

                1. Select the Suppliers tab on the Stock Item Information screen.
Low Level and
Purchasing
Levels




                2. Enter the Low Level figure in the Re-Order When Stock Is At Or
                   Below field.
                3. In the Minimum Re-order Quantity field, enter the purchase
                   quantity requirement you would like to set that will override
                   supplier level purchasing minimums.
                4. To view and make changes to any pending purchase orders listed
                   above the Purchasing Level list, click the VIEW/EDIT button. This
                   will display the Purchase Order Review Screen. For more
                   information on editing Purchase Orders, see Chapter 5 Purchasing
                   and Inventory Adjustments in the M.O.M. 6 Reference Guide.




                                                           Mail Order Manager Setup Guide 67
Setting Up Mail Order Manager

                      Purchasing Levels
                      To set up a new purchasing level,

                      1. Select the Suppliers tab on the Stock Item Information screen.
                      2. Under the Purchasing Level and Supplier List, select the NEW
                          button to display the Purchasing Level Information screen.
 Purchasing
 Level
 Information




                      3. Enter the appropriate information. Lookup is available on Supplier.

                      æ directly to ISBNSupplier ID field. This can be doneup to be copied
                        Note: The
                                     the
                                         Number or UPC Code can be set
                                                                            in the
                          Miscellaneous Tab of Maintain > System Information > Global
                          Parameters.

                       è entered can be usedPurchase Group ID with a group ofwhen that
                         Hint: The Supplier
                                             to associate the item
                                                                   is optional but
                                                                                   items
                          can be purchased at a special price from a supplier or need to
                          purchased together for some reason. This ID code is free form and
                          is used to list the group of products when using the “Special
                          Criteria” Purchasing function. See Making Purchasing Decisions
                          Based on Other Criteria in Chapter 5 of the Reference Guide.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Low Level                        Purchasing Methodology
                      Purchasing Levels                Purchasing Level Information

  68 Mail Order Manager Setup Guide
                                       Chapter 2 Setting Up Suppliers and Stock Information

                                                 Screen
               ISBN/UPC in Supplier ID           Global Parameters Maintenance
                                                 - Miscellaneous
               Suppliers                         Stock Maintenance-Suppliers


Establishing Special Selling Prices
               In addition to a “regular” selling price for the item, M.O.M. enables you
               to set up special selling unit prices, discounts or “cost plus” basis
               prices based on quantity purchased, advertising source key, catalog
               code, customer type, customer number, order total, and sale date.

               To set up selling prices for the item,

               1. Select the Pricing tab on the Stock Item Information screen.
Retail Price
Information




               2. Enter the regular selling price of the item in the Normal Retail
                  Selling Price field.
               3. The Maximum Discount Allowed field allows you to limit the
                  discount percentage for the item. During order entry, an order clerk
                  will be informed when the discount percentage entered exceeds the
                  Maximum Discount Allowed, it must then be reentered with a lower
                  discount.
               4. Optionally, enter a Mix & Match code for the item. For information
                  on setting up these codes, see Setting Up Product Mix & Match
                  Codes on page 52.
               5. Optionally, check the Selling Price option, then choose an option

                                                           Mail Order Manager Setup Guide 69
Setting Up Mail Order Manager

                         that will limit how selling prices can be altered on an order.
                         Cannot go below $____- This option allows you specify a dollar
                         amount that an item cannot be discounted below.
                         ____% above the current unit cost basis- This option allows you
                         to enter a percentage over the Current Unit Cost Basis that an item
                         cannot be discounted below. For instance, if the Current Unit Cost
                         Basis is $8.00, and the limit is set at 15% Above the Current Unit
                         Cost Basis, then the item cannot be sold below $9.20
                         $___ above the unit cost basis- This option allows you to enter
                         an dollar amount over the Current Unit Cost Basis that an item
                         cannot be discounted below.
                      6. To set up a Special Situation Price, select the NEW button to display
                         the Special Price Information screen.
 Special Price
 Information




                      7. The Sea # field is assigned by M.O.M. as you set up each special
                         situation price. However, this number can be changed by you to tell
                         M.O.M. in what order a series of special prices should be applied.
                         This is especially important in those cases where more than one
                         special price applies to a customer purchase. For instance, if a
                         customer is eligible for a “customer type code” price and also a
                         “minimum quantity” price, M.O.M. has to know whether to apply
                         the type code price first and then the quantity price or vice versa.
                         To make sure that this occurs, special prices should be sequenced
                         from most general situation to most specific.
                      8. Select a Method of Pricing for the special price; Unit Price with an
                         optional Discount or a Cost Plus pricing based on your unit cost
                         or last price paid for the item.

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                                           Chapter 2 Setting Up Suppliers and Stock Information

                 9. Select the Qualifier for the Price based on one or more of the
                    Customer and/or Order special price qualifiers.
                10. In the Sitelink tab, Use the PRICE LEVEL drop down to designate if
                    the price level is for Web Orders Only, Non Web Orders Only, or
                    Both.

                 See Also
                 Mail Order Manager Help
                 For information about                See
                 Special Selling Prices               Stock Maintenance-Pricing


Establishing Special Selling Prices to Groups of Items
                 For users who wish to establish Special Selling Prices for more than
                 one item at a time. M.O.M. gives you the ability to designate a group
                 of items and apply a special pricing level to all of them at once.

                 To add Special Pricing to a group of items,

                    Click On: Product
                              Add Special Pricing to Products
                 The Add Special Pricing for Products screen is displayed.
Special Price
Information




                 1. Use the Drop Down Menus for SELECTON and CONDITION to
                    filter the list of items.
                 2. Press Ñ in the Value field to display all possible matches or type
                    in a value to filter the list further.

                                                               Mail Order Manager Setup Guide 71
Setting Up Mail Order Manager

                      3. Press Include or “drag & drop” the item with your mouse from the
                           Available Items List to the Selected Items List. Choose Include All to
                           move all the items over.
                      4.   Press Remove or “drag & drop” the item with your mouse from the
                           Selected Items List to the Available Items List. Remove All to move
                           all items back to the Available Items List.
                      5.   Select a Method of Pricing for the special price; Unit Price with an
                           optional Discount or a Cost Plus pricing based on your unit cost
                           or last price paid for the item.
                      6.   Select the Qualifier for the Price based on one or more of the
                           Customer and/or Order special price qualifiers.
                      7.   In the Sitelink tab, Use the PRICE LEVEL drop down to designate if
                           the price level is for Web Orders Only, Non Web Orders Only, or
                           Both.

                      See Also
                      Mail Order Manager Help
                      For information about               See
                      Adding Selling Prices to            Add Special Pricing for Products
                      Multiple Items


Establishing Detailed Item Information
                      As the number of stock items in your system grows, it becomes
                      increasingly difficult to remember the details of each product. In
                      addition to description information, M.O.M. provides you with the
                      option to track more detailed information and even an image of the
                      item. Using the More Info tab, you can make this additional
                      information available to your order takers through the order entry
                      screen.

                      To setup the Extended Information,




  72 Mail Order Manager Setup Guide
                                      Chapter 2 Setting Up Suppliers and Stock Information

              1. Select the More Info tab on the Stock Item Information screen.
Extended
Information




              2. Enter as much descriptive text as necessary in the scrollable region
                 on the left of the screen. The text area can be changed or deleted at
                 any time.
              3. To Add an Image use the SELECT button, then browse to and select
                 an image.
              4. In the Customized Info tab, you can view the custom pages
                 created in Additional Stock Item Information screen. See Setting up
                 Supplier and Stock Item Demographics earlier in this chapter.

              Extended Info Template
              One of the primary goals that M.O.M. is designed to help you achieve
              is becoming a true Multi-Channel Merchant. As your company expands
              to different eCommerce Platforms, setting up product information for
              each individual channel can become very time consuming and can
              lead to mistakes or omissions. The Extended info template allows you
              to preset information for your products that can then be selected for
              use within each eCommerce tab. For more information on the various
              eCommerce tabs see Chapter 18, eCommerce Management Setup.

              1. Select the More Info tab on the Stock Item Information screen.
              2. Select the Extended Info Template tab.




                                                          Mail Order Manager Setup Guide 73
Setting Up Mail Order Manager


 Extended
 Information
 Template




                      3. To create a new template, choose a Template category, then select
                          Add.
                      4. For Size/Color Items, click the Copy button to copy the template
                          into each variation of this item.
                      5. To make changes to a template or remove a template, choose Edit
                          or Delete.

                      See Also
                      Mail Order Manager Help
                      For information about              See
                      Setting up Extended Info           Stock Maintenance-More Info


Establishing UPC, ISBN or Alternate IDs for a Stock Item
                      You may wish to cross-reference a stock item by UPC (Universal
                      Product Code), ISBN (International Standard Book Number) or some
                      other unique alternate identification code. Once established, M.O.M.
                      lets you use either of these fields in place of the Stock Item code in
                      order entry or any other place in the M.O.M. system where Stock Item
                      code is used as a field.

                      æ your supplier’s codes identificationM.O.M. are often different than
                        Note: These alternate
                                              for an item.
                                                             codes
                                                                   provides a unique field
                          for supplier ID when you are setting up information on the Supplier
                          tab of the Maintain Stock Item function.

  74 Mail Order Manager Setup Guide
                                     Chapter 2 Setting Up Suppliers and Stock Information

              To set up UPC, ISBN or another alternate code,

              1. Select the General tab on the Stock Item Information screen.
General Tab




              2. Optionally, enter the UPC Code for the item. When used in place
                 of the Stock Item code in order entry, the code must be entered
                 completely. As an alternative to keyboard entry of this code, a
                 hand-held scanner may be used to enter this code using the UPC
                 barcode on an item’s packaging. This is particularly helpful when
                 using the optional Point of Purchase Module for counter sales and/
                 or when using the Packer’s Workstation to “scan and pack” box
                 contents.
              3. Optionally, enter a ISBN/Alternate ID for the item. When used in
                 place of the Stock Item code in order entry, this code may entered
                 partially for a list of “like” matches.

              See Also
              Mail Order Manager Help
              For information about            See
              Setting up Alternate IDs for ItemsStock Maintenance-General
              Packer’s Workstation             Packer’s Workstation
              Point of Purchase Module         Point of Purchase Module




                                                         Mail Order Manager Setup Guide 75
Setting Up Mail Order Manager

Establishing a Product Classification Code for a Stock Item
                      To help you look up or search for an item, as well as to help you
                      organize profit and/or inventory reports, M.O.M. enables you to set up
                      a product classification code for each item. This code can also be used
                      in the optional List Management Module to build lists of customers
                      based on what types of products they have purchased.

                      To set up classification code,

                      1. Select the General tab on the Stock Item Information screen. (See
                          the previous page.)
                      2. Enter a Product Classification Code for the item. Any keyboard
                          number/symbol/character can be used, and the field is not
                          maintained, so any entry is allowed.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting up Classification Codes   Stock Maintenance-General


Establishing a Product Shipping Preference
                      M.O.M. lets you predefine the preferred method of shipment for the
                      item. This shipping method will take precedence over any shipping
                      method automatically entered by preferred defaults, such as customer
                      preferred shipping method and user defined order entry preference,
                      unless the shipping method was manually changed within the order.

                      To set up classification code,

                      1. Select the General tab on the Stock Item Information screen. (See
                          the previous page.)
                      2. Select the Product Shipping Preference for the item.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting up Classification Codes   Stock Maintenance-General




  76 Mail Order Manager Setup Guide
                                       Chapter 2 Setting Up Suppliers and Stock Information


Setting Up Shipping Information for an Item
              M.O.M. lets you optionally predefine the shipping weight of an item as
              well as specific shipping charges to the end user. In addition, you can
              also tell M.O.M. to ship the item separately for those products that are
              either prepackaged or too large to be packed with other items.

              To establish these shipping parameters for an item,

              1. Click on the General tab in the Stock Item Information screen. (See
                   the screen earlier in this section.) Navigate to the Weight/Shipping
                   section.
              2.   Optionally, enter a Product Specific Shipping Charge to be
                   added to other shipping charges for the customer order.
              3.   Optionally, choose a Product Shipping Preference to be used for
                   the item, which will override all other shipping preferences for the
                   item within an order.
              4.   If the item always ships in its own box, check the box for Item
                   packs __ to a box in the Weights/Shipping area of the screen and
                   enter the number of that item that can be packed in a box. In order
                   entry, M.O.M. automatically creates additional boxes based on this
                   field for the item.
              5.   For single items that ship in multiple boxes, such as items that
                   require assembly, check the box Item packs in __ boxes. The
                   options detailed in the next steps will be disabled and the
                   MAINTAIN BOX WEIGHT AND DIMENSIONS button will appear.
                   You must enter the weight and dimensions of each box that the
                   product requires.

              æ    Note: The weight and dimensions of the boxes cannot be changed
                   during order processing. No other items can be added into the
                   boxes created by this feature. When processing the packing stage,
                   all boxes for this item must be packed simultaneously.
              6. For shipping charge calculations, enter the weight of the item in the
                   Weight of Item (in pounds).
              7. If the item does not have a regular weight that can be predefined,
                 check the box for Product Requires Weighing at Packer’s
                 Workstation in the Weights/Shipping area of the screen. If the item
                 does have a predefined weight, enter the weight in the Weight of
                 Item field instead.
              8. For Dimensional Weight calculations, enter the package dimensions
                 for this product in the Length, Width, and Height fields.


                                                           Mail Order Manager Setup Guide 77
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about                    See
                      Shipping Information for Stock Item      Stock Maintenance - General


Establishing Salesperson Commissions
                      In the Maintain System Users function, M.O.M. enables you to define a
                      system user as a Salesperson. (See Setting Up System Users and
                      Assigning Security Levels in Chapter 1.) As an alternative to “across-the-
                      board” commissions payable to your salespeople, you may want to set
                      up commissions only for certain products or at certain rates.

                      To establish a commission for a product,

                      1. Select the Misc tab on the Stock Item Information screen.
 Commission
 Information




                      2. Enter a sales commission to be calculated based on Selling Price,
                          Gross Profit or at a Per Unit (sold) Rate for the item. These fields
                          can be combined.




  78 Mail Order Manager Setup Guide
                                      Chapter 2 Setting Up Suppliers and Stock Information

             See Also
             Mail Order Manager Help
             For information about              See
             Setting Up a Salesperson           User ID Maintenance
             Establishing Commissions           Stock Maintenance-
                                                Miscellaneous
             Types of Commissions               Commissions


Establishing Royalty Payments
             M.O.M allows you to set up royalties for a stock item, including who
             will receive them, and how they will be calculated. If an item has no
             royalty payments associated with it, this activity has no application.

             To establish royalty payments for a product,

             1. Select the Misc tab on the Stock Item Information screen. (See the
                previous page.)
             2. Enter the supplier code to whom the royalty is to be paid in the
                Supplier for Royalty Payment field. If you do not know the
                supplier code, press À to display the lookup/list.

             æ  Note: A supplier in this case does not have to be an actual supplier
                of products to your company. It could be any individual or
                company to whom royalties are paid based on product sales.
                However, they must be set up as a supplier in the Maintain Supplier
                function.
             3. Enter the percentage figure for a royalty based on the price at which
                 each unit is sold in the Selling Price field.
             4. Enter the percentage figure for a royalty on the gross profit (selling
                price - cost of goods) for the item in the Gross Profit field.
             5. Enter a dollar figure for the royalty based on each unit of the item
                sold in the Per Unit Rate field.

             æ  Note: The three fields above can be used individually or in any
                combination.

             See Also
             Mail Order Manager Help
             For information about              See
             Establishing Royalty Payments      Stock Maintenance -
                                                Miscellaneous
             Setting Up Royalty Recipients      Supplier Maintenance

                                                          Mail Order Manager Setup Guide 79
Setting Up Mail Order Manager

Setting Up an Item-Specific Customer Notice
                      Some products that you sell may require additional documentation for
                      your customer, including assembly instructions, warranties, etc. M.O.M.
                      enables you to automatically generate any one of the standard form
                      letters that you create using the Customer Notice Maintenance function
                      whenever that item is entered in a customer order.

                      To set up a notice for an item,

                      1. Select the Misc tab in the Stock Item Information screen. (See the
                          screen earlier in this section.)
                      2. Use the pull-down menu in the Customer Notice to Send when
                          Product is Ordered field, and select the notice.
                      3. Use the When to Generate Notice pull-down menu to select when
                          you want the notice to be sent, either when the order is entered or
                          when it is shipped.

                      See Also
                      Mail Order Manager Help
                      For information about                  See
                      Customer Notice for Item               Stock Maintenance -
                                                             Miscellaneous


Setting Up Advanced Search Criteria
                      Some products that you sell may require additional search criteria for
                      looking up the product. M.O.M. enables you to create additional
                      search fields using the Advanced Search Criteria.

                      To set up an Advanced Search Criteria for an item,

                      1. Select the Misc tab in the Stock Item Information screen. (See the
                          screen earlier in this section.)
                      2. In the Advanced Search Criteria section, enter the keyword(s) in the
                          search fields that you wish to use for the Advanced Search.




  80 Mail Order Manager Setup Guide
                                       Chapter 2 Setting Up Suppliers and Stock Information

              See Also
              Mail Order Manager Help
              For information about              See
              Advanced Search Criteria           Stock Maintenance -
                                                 Miscellaneous
              Misc Tab                           Global Parameters Maintenance
                                                 - Miscellaneous Tab


Setting Up Accounting Information for a Stock Item
              M.O.M. lets you specify some basic accounting information for
              individual stock items, including tax status and general ledger
              departments for sales.

              Sales Tax Rates and Sales Tax Exemptions
              M.O.M. enables you to handle all levels of sales tax: VAT (national
              level), state, county, or city/ZIP code tax. In addition, you can
              calculate tax at different rates within a country, state, county or zip
              code/city based on type of product. You can also exempt tax at any
              level. M.O.M. accomplishes all of this by allowing you to select tax
              class for each product.

              Tax classes for products are set up using the Maintain Sales Tax Tables
              function. Refer to Setting Up Sales Taxes in Chapter 4 first, and then
              follow the procedure below to assign national, state, county or zip/city
              tax class to a product.

              To define an item’s tax class on country, state, county or zip/city level,

             1. Select the General tab in the Stock Item Information screen.
             2. Use the pull-down menu in the National Tax Status field, and
                  select normal, tax exempt, or a specific tax class (A-E).
             3. Use the pull-down menu in the State Tax Status field, and select
                normal, tax exempt, or a specific tax class (A-E).
             4. Use the pull-down menu in the County Tax Status field, and select
                normal, tax exempt, or a specific tax class (A-E).
             5. Use the pull-down menu in the City/Zip Tax Status field, and
                select normal, tax exempt, or a specific tax class (A-E).

              æ Note: Normal refers to published tax rates established for that
                country, state, county or city/zip in the Maintain Sales Tax Tables
                function. Check with tax authorities or your accountant if you are
                unsure about sales tax regulations.
                                                           Mail Order Manager Setup Guide 81
Setting Up Mail Order Manager

                      Specifying a G/L Department for Sales
                      M.O.M. enables you to post sales and returns of a product to account
                      departments (sub-accounts) of the Sales account in the general ledger
                      interface. In addition, you can define an account department for Cost
                      of Goods and Returns. G/L departments are defined in the Maintain G/
                      L Interface function. Refer to Setting Up the General Ledger Interface in
                      Chapter 4 first, and then follow the procedure below.

                     æ Note: If you are not using the M.O.M. G/L Interface, you do not need
                        to complete this procedure.
                      To specify the G/L departments for a product,

                      1. Select the General tab in the Stock Item Information screen.
                      2. Use the pull-down menu in the G/L Department area to select the
                          department for Revenue (sales), Return Account, and COGS (Cost
                          of Goods) Account.

                      See Also
                      Mail Order Manager Help
                      For information about                   See
                      Setting up Accounting Information       Stock Maintenance -
                      for a Stock Item                        General Information
                      Setting Up G/L Departments              G/L Interface
                      Setting Up Tax Classes                  Sales Tax Maintenance -
                                                              Overview


Setting Up Special Types of Items
                      In addition to “regular” type stock items, M.O.M. also enables you to
                      set up special types of stock items with slightly more complex
                      inventory and selling considerations.

                      Special types of items include the following:

                         Service Items
                         Items Sold in Fractional Quantities
                         Items with Serial Numbers
                         Drop Shipped Items
                         Items with Different Sizes and Colors
                         “Kit” Items Made Up of Other Items
                         Aliases for Other Real Items
                         Multi-Part Payment Plans for Other Items
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    Subscription Items
    Gift Certificates
    Items exempt from discount
    Non-returnable Items
    Items that do not print stock ID labels after they are received.

Service Items
A service item is an item that is charged or billed to a customer but is
not shipped. Typically this type of item might be an extra service
charge to the customer for engraving, embroidering, special
packaging, or a financial item like a payment plan or continuity
program. See Multi-Part Payment Plans for Other Items and Setting up
a Kit with Pre-Scheduled Shipments later in this section.

A service item is set up just as any other item in M.O.M. with a selling
price, “buy price” or cost, commissions, etc. Although it does not have
physical inventory, stock inventory levels must still be established and
maintained for the item. Since service items are rarely purchased from
a supplier, use the Adjust Inventory for Stock Items option on the
Receiving and Inventory menu of the Product menu to maintain a high
level of inventory for your service items.

To define an item as a service type item,

1. Select the General tab in the Stock Item Information screen.
2. Check the box for Service in the Product Attributes area of the
    screen.

æ   Note: If an order contains only service items, an invoice will print in
    Stage 11 of the Batch Order Processing Cycle.

Items Sold in Fractional Amounts
Some items are sold in quantities that are fractional. For instance,
coffee is sold by the pound and fabric is sold by the yard. In these
cases, you may want to allow a customer to order 3.25 pounds of
coffee or 1.5 yards of a fabric. When an item is sold in fractional
quantities, M.O.M. automatically calculates the unit cost, unit selling
price, commission, and shipping weight accordingly.

To enable an item to be sold in fractional quantities,

1. Select the General tab in the Stock Item Information screen.

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Setting Up Mail Order Manager

                      2. Check the box for Fractional Quantities in the Product Attributes
                           area of the screen.

                      Items with Serial Numbers
                      M.O.M. enables you to easily set up and handle those items that have
                      serialized inventory. There are two basic types of serial numbers.

                           Serial Numbers Assigned by Your Company - If you are assigning
                           the serial numbers yourself, you can set up the item so that M.O.M.
                           automatically assigns the serial numbers for you every time the item
                           is purchased from you by a customer.
                           Serial Numbers Assigned by Your Supplier - In this case, you do not
                           have any control of what the serial numbers are. Nevertheless, for
                           customer service purposes, you want to track the serial number and
                           assign it every time the item is purchased from you by a customer.
                           M.O.M. enables you to do this manually at the point the order is
                           entered by your order entry staff or packed by your warehouse
                           staff. To designate that an item has serialized inventory that needs to
                           be tracked,
                      1.   Select the General tab in the Stock Item Information screen.
                      2.   Check the box for Serialized Inventory in the bottom right of the
                           screen.
                      3.   If you want M.O.M. to automatically create serial numbers for you,
                           enter the Next Serial Number to Use. M.O.M. uses this number as
                           the first serial number and then increments the number by 1 each
                           time the item is sold to a customer in an order. This field can be
                           changed at any time to begin a new series of serial numbers.
                      4.   If the serial numbers for the item are assigned by the item’s supplier,
                           press the VIEW/EDIT button to display the Available Serial Numbers
                           screen to enter a predefined set of serial numbers.
                      5.   In the field, Make These Serial Numbers Available, enter
                           individual numbers or a range. Press the ADD TO LIST button to
                           add the number or numbers to the list. Press the REMOVE button to
                           remove numbers.

                       è   Hint: When receiving items from suppliers, it is advisable to update
                           the available serial number list in this screen first, before using the
                           Receive Product from Supplier function.




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Serial Numbers




                 Drop Shipped Items
                 A drop shipped item may be either an item that you do not stock in-
                 house or an item that you do stock but occasionally want to ship
                 directly from your supplier to your customer. The purchasing process
                 for drop shipments is completely automated by M.O.M. When the item
                 is ordered by your customer, it is essentially “back ordered” and is
                 given a status code of ND (needs to be drop shipped). M.O.M.
                 prepares a special type of purchase order that provides all of the
                 shipping instructions and customer’s address. Unlike regular purchase
                 orders which have their own print function, drop shipped purchase
                 orders are printed in the Batch Order Processing function and the
                 status become OD (ordered). When the supplier receives the purchase
                 order, they ship the item directly to your customer and invoice you
                 based on the applicable Purchasing Level set up for the item. When
                 the purchase order is recorded as received, M.O.M. changes the status
                 code for the item in the customer’s order from OD to SH (shipped).

                 To define an item as drop shipped,

                 1. Select the General tab in the Stock Item Information scr2een.
                 2. Check the box for Allow Drop Shipping in the Product Attributes
                    area of the screen.
                 3. Set up at least one “Drop Ship” purchasing level for the item. In the
                    Purchasing Level Information screen, check the box for Drop Ship
                    Item. See Establishing Inventory Low Level and Purchasing Levels on

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                          page 67. If an item is always drop shipped and you never stock it
                          in-house (except when returned from a customer), all purchasing
                          levels should be marked as Drop Ship Item.

                      Drop Shipped Items and Bins
                      When an item is marked to Allow Drop Shipping, M.O.M.
                      automatically establishes a separate bin corresponding to each supplier
                      set up for each Purchasing Level. These bins are designated “Drop
                      Ship from.” In order entry, the order entry operator can select this bin
                      and over-ride an in-house bin for special situations. See Changing the
                      Pick Location for an Item in Chapter 2 of the M.O.M. User Reference
                      Guide.

                      For returns of drop ship items, if an item is exclusively drop shipped
                      and only the supplier bin(s) exists, M.O.M. always assumes that a
                      return is returned to the supplier and not returned to in-house
                      inventory. If you want a returned drop shipped item to be returned to
                      in-house inventory, set up another bin for the item and mark that bin
                      as “Preferred Bin for Returns.” If the item is drop-shipped and also
                      filled in-house and you do not want returns to in-house inventory,
                      mark the “Drop ship from” bin(s) as the “Preferred Bin for Returns.”

                      If you want a drop ship box to generate customer shipping charges to
                      charge your customer, it is advisable that all drop ships will be present
                      before the first part (Part A) prints. M.O.M. will not include any drop
                      ship box for customer shipping charges if you add a drop ship item to
                      an order after the first part (Part A) is invoiced. If you must add
                      another drop ship within an order that has been invoiced and expect
                      the additional drop shipped boxes to be included in the customer
                      shipping charges, it is advisable to just enter them in a new order. This
                      will not affect returns and crediting shipping charges to your customer.
                      It is advisable that drop ships should be added to an order prior to
                      invoicing the first part (Part A) if you want to generate customer
                      shipping charges.

                      Items with Different Sizes and Colors
                      The M.O.M. size/color matrix feature enables you to quickly set up an
                      entire set of separate stock numbers for an item that is sold in sizes
                      and/or colors. For example, boxing trunks that are sold in 12 sizes and
                      comes in 3 colors. That would be 36 separate stock units (12 x 3 =
                      36). The size/color matrix feature lets you set up one item (for
                      instance, size Large in red) and then use SAVE AS to copy that first
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item 35 times, changing only the size and color description for the
remaining items in the matrix.

The size/color matrix feature of the M.O.M. Stock Maintenance
function splits the 20-character stock code into two separate sections
of 10 characters each - the first 10 characters are the “master” portion
of the code and second 10 are the size/color code for the item.

è aboveTo create items with attribute optionsComplex Item Attribute
  Hint:
        described Size/Color variations, see
                                             that extend beyond the

   Setup on page 101

Setting up the First Item in a New Matrix
1. Enter the information for the first item of the matrix just as you
   would any other new item, completing all of the information on
   any/all of the Stock Item Information screen tabs. There is no
   restriction on the type of item that you can use to create a size color
   matrix. The items in a matrix can be drop shipped, composite,
   break-out, etc.
2. After all of the information is completed in the other tabs of the
   Stock Item Information screen (selling price, buying price, etc.),
   click on the General tab and check the Product Has Size/Color
   check box in the Product Attributes section of the screen. You can
   check this box at any time during the set up of the first item, but it
   is recommended to do it after you have set up the other information
   for the item.
3. When the box is checked, a screen is displayed to enable you to




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                          enter the Size/Color Number for the first item.
 Size/Color
 Number




                      The Size/Color Number is not the description of the item. Instead, the
                      size/color code is a code signifying only the size and color. For
                      example, LRG/RED for size Large in red. The size/color code may be
                      as many as 10 characters in length. It is recommended to use the
                      second detailed description for the size/color variation.

                      4. After you enter the Size/Color Number, press Ñ to return to the
                         General tab.
                      5. Notice how there is now a Size/Color list box right below the Stock
                         Number field. Now there is a second Description field displayed to
                         the right of the size/color field. Enter the description for the size
                         and color of the first item in this second description field. The best
                         way to do this is to enter the size and color separated by a comma,
                         for example, RED, SIZE LARGE.

                      Setting up the Other Items in the Matrix
                      After the first item is set up in the matrix, the other items can be set up
                      quickly. The first item is used as the “template” for all of the other
                      items in the size/color matrix.

                      1. Select the SAVE AS button, and M.O.M. asks if you are saving “As a
                         New Size/Color Variation?” Select YES, and the same size/color
                         code screen is displayed to enable you to enter the next size/color
                         in the product matrix.
                      2. Enter the size/color code for the next item in the product matrix.

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3. After entering the size/color code, press Ñ and then enter the
   size/color description for the next item.
4. Continue entering all of the sizes and colors in the matrix by
   repeating the same three steps above.

Copying an Existing Size/Color Matrix as a New Matrix
If you sell one item that has sizes and colors, you probably sell other
items that also have sizes and colors. To save time, you can copy an
entire matrix of products that you’ve already set up and make it a new
matrix. For instance, in the above procedure, we used boxing trunks
as an example. There were 12 sizes and 3 colors for a total of 36
individual stock items. Maybe the same company also sells swimming
trunks in the same 12 sizes and 3 colors. Instead of setting up a new
matrix for the swimming trunks, you could copy the matrix (and all 36
products) and just change the stock code for the swimming trunks.

1. Use the Stock Lookup to select one of the items from the size/color
    matrix that you want to copy.

2. Select the General tab, and select the SAVE AS button. M.O.M. asks
    if you are saving “As a new size/color variation.”
3. Select NO, and M.O.M. asks “Save as a new stock item with the
   same/size color variation?”
4. Select YES, and enter the new 10-character “master” stock code for
   the new item.
5. On the General tab, enter the master description (top line) for the
   new item. The new master item is now set up with all of the size/
   color variations.

æ  Note: When you save a new stock item as a new size/color, M.O.M.
   will not automatically populate the inventory. You must use the
   Adjust Inventory for Stock Item function in Product > Receiving
   Inventory.

“Kit” Items
A “kit” item is a stock item that is made up of other stock items in
various quantities that have already been set up in your M.O.M. stock
file. For instance, a widget kit may consist of 2 rubber bands, 3 paper
clips, and 1 bottle of miracle glue.

There are actually two ways to set up a kit in M.O.M., either as a
composite item or break-out item. It is important to understand the

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                      difference between the two types of stock items.

                          Composite Item: When a kit is created as a composite item, the
                          individual part items in the kit are not displayed on the order entry
                          screen or printed on the customer invoice. As a result, the individual
                          part items cannot be substituted or edited. The kit contents are
                          fixed. A composite item is not required to have inventory and is
                          often used to control inventory of other items.
                          Break-out Item: When a kit is created as a break-out item, the
                          composing parts are “broken out” on the order entry screen and the
                          customer invoice. Unlike a composite item, each individual part
                          item can be edited on the order entry screen. For instance, you can
                          change the selling price, customize it, substitute items, delete items,
                          etc. Unlike a typical composite item, a break-out item is required to
                          have its own inventory.

                      æ   Note: Component items for a kit must be set up first and must have
                           a default sellable bin.



                      Setting up a kit as a composite item
                      1. Create a new stock item for the kit.
                      2. Select the General tab in the Stock Item Information screen and
                         check the box for Composite Item in the Product Attributes area of
                         the screen.
                      3. Set up the information for the kit item just as you would any other
                         new item, completing all of the information on any/all of the Stock
                         Item Information screen tabs. Because a composite item is used to
                         control inventory from other items, no starting inventory or supplier
                         information needs to be established for the kit item.
                      4. Set up the Composite Item Parts List for the kit. Select the
                         Composite tab in the Stock Item Information screen.
                      5. For Kit Assembly, select whether you the want M.O.M. to
                         automatically assemble the kit from its components each time a
                         customer orders it, or if you want to control the assembly of kits
                         using the Assemble Kits function. Using this function you can “pre-
                         assemble” kits and keep them as available inventory for the
                         composite item. For more information, see Using the Assemble Kits
                         Function in Chapter 5 of the Reference Guide.

                      æ  Note: When using the optional Advanced Warehouse Module, a kit



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                      and its components must belong to the same warehouse.
Composite
Item Parts List




                  6. Kit Disassembly allows you to control what happens to the kit
                     when it is returned by a customer. Select whether you want the kit
                     to be broken apart into its component items or kept together as
                     assembled kits ready for resale.
                  7. Use the NEW button to display the Composite Part Information
                     screen to enter each of the component items of the kit. A drop-
                     shipped item cannot be a component item.
                  8. Select the SAVE button after all part items have been entered.

                  Setting up a Kit as a Break-out Item
                  1. Create a new stock item for the kit.
                  2. Select the General tab in the Stock Item Information screen.
                  3. Check the box for Break-out Item in the Product Attributes area of
                     the screen.
                  4. Set up the information for the kit item just as you would any other
                     new item, completing all of the information on any/all of the Stock
                     Item Information screen tabs.

                  æ  Note: Unlike a composite item, a break-out item does need to have
                     its own inventory. You should enter a starting inventory quantity in
                     the Units in Stock field and maintain a high inventory level on an
                     on-going basis.
                  5. Set up the Break-out Item Parts List for the kit. Select the Break-out


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                          tab in the Stock Item Information screen.
 Break-out
 Item Parts List




                      6. Select the NEW button to display the Part Information screen to
                         enter each of the part items of the kit. For a kit item, enter the part
                         Item and the Quantity. Because the kit item itself already has a
                         retail selling price associated with it, set the selling price of each
                         part to 0.00. If you do not, each part will appear on the customer’s
                         invoice with its own selling price. To “zero out” the price for the
                         part item, check the box for Use Special Pricing and enter 0.00 in
                         the Price field.
                      7. Select the SAVE button after all the part items have been entered.

                      Setting up a Kit with Pre-Scheduled Shipments
                      Certain types of simple continuity programs can be set up in M.O.M.
                      using the Break-out Item option. Before setting up the continuity
                      program, make sure that each item in the series has already been set
                      up as a regular stock item in M.O.M.

                      æ using More complex Plan function, see Creating up and managed
                        Note:
                              the Continuity
                                             continuity plans can be set
                                                                         Club Membership
                          Plans, in Chapter 2 of the Reference Guide.
                      To set up a continuity program using a break-out item,

                      1. Create a new stock item for the continuity program. The item
                          typically represents the membership fee (if any) to join the
                          continuity program. The Stock Description would also reflect this,
                          for instance, “Book-of-the-Month Club - 1 Year Member.”
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                  2. Select the General tab in the Stock Item Information screen.
                  3. Check the box for Break-out Item in the Product Attributes area of
                      the screen.
                  4. Also check the box for Service Item in the Product Attributes area
                     of the screen. Since the item is a “membership,” it does not have
                     any physical inventory, and although we want to create an invoice
                     for the item, we don’t want it to be included in the shipping stages
                     of Order Processing.
                  5. Set up the other information for the continuity program just as you
                     would any other new item, completing all of the regular
                     information on all of the Stock Item Information screen tabs.

                  æ  Note: The Selling Price for the Break-out Item is typically the “join
                     fee” or “renewal fee” for the continuity club. If there is no fee, then
                     the Normal Retail Selling Price should be $0.00.
                  6. Set up the Break-out Item Parts List for the continuity program.
                      Select the Break-out tab in the Stock Item Information screen.
Break-out
Item Parts List




                  7. Select the NEW button to display the Part Information pop-up
                     screen to enter each of the part items of the continuity program. For
                     each item in the program, enter the part Item and the Quantity.
                  8. You can schedule the bill/ship date for each item either based on
                     the # of days from the date the continuity program is entered as an
                     item on the customer’s order, or by date. For each item, enter either
                     the # Of Days or the Date.




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                      9. If the customer receives a special price or discount when the item is
                        purchased as a part of the continuity program, check the Use
                        Special Pricing box and enter the Price or Discount.
                    10. When you are finished entering all of the part items in the
                        continuity program, select the SAVE button.

                      Aliases for Other Real Items
                      An alias is an alternate stock code or name for a product. Aliases are
                      set up as composite items in M.O.M. and do not have any supplier or
                      inventory associated with them. An alias is typically used when an item
                      is sold to more than one market. For instance, an item that is sold
                      wholesale and retail may have two distinct names and selling prices.
                      The wholesale item would be set up as the regular or “real” stock item,
                      and the retail version would be set up as an alias with perhaps a
                      different name and/or selling price. There is no limit as to the number
                      of aliases that can be created for a stock item, although an alias cannot
                      be set up for another alias or composite item.

                      To set up an alias for an item already set up in the M.O.M. stock file,

                      1. Create a new stock item for the alias.
                      2. Select the General tab in the Stock Item Information screen.
                      3. Check the box for Composite Item in the Product Attributes area
                         of the screen.
                      4. Set up the information for the alias just as you would any other new
                         item, completing all of the information on any/all of the Stock Item
                         Information screen tabs. Because a composite item is not a “real”
                         item, no starting inventory or supplier information needs to be
                         established for the kit item. M.O.M. automatically takes inventory
                         from the associated “real” stock item each time an alias is sold.
                      5. Set up the Composite Item Parts List for the alias. Select the
                         Composite tab in the Stock Item Information screen.




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Composite
Item Parts List
for an Alias




                  6. For Kit Assembly, select “Kit is assembled automatically when
                     ordered.”
                  7. For Kit Disassembly, select “Kit automatically gets turned back
                     into components.”
                  8. Use the NEW button to display the Composite Part Information pop-
                     up screen to enter the stock code for the “real” item with which the
                     alias is associated.
                  9. Select the SAVE button after making the entry.

                  Multi-Part Payment Plans for Other Items
                  A payment plan is a special type of financial product that allows a
                  customer to pay for an expensive item in installments. In M.O.M., a
                  payment plan is a type of break-out item that is set up expressly to
                  handle the payments for one specific product. For example, a
                  company sells a home gym set for $450. To encourage customers to
                  purchase the home gym, they offer a payment plan of three $150
                  payments. A special product called Home Gym Special Payment Plan
                  would be set up. Whenever a customer orders the Gym and asks for
                  the Payment Plan option, both the stock item for the Gym and the
                  stock item for the payment plan would be entered on the customers
                  order. The Home Gym product has been set up with a Selling Price of
                  $450. The Home Gym Payment Plan break-out product has been set
                  up with a Selling Price of $-450, but contains three $150 part items
                  called Payment. On the customer’s order, the Home Gym Payment
                  Plan cancels out the amount for the Home Gym itself and makes the

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                      order total $0.00. Then at three scheduled dates, the customer is
                      charged $150 and receives an invoice with the stock item for each
                      Payment.

                      æ methods to be used for credit card are the recommended payment
                        Note: COD, Invoice or
                                               orders with multi-part payment plans. These
                          methods allow you to track each payment in the plan.
                      To set up a payment plan for another stock item,

                      1. Create a new product called PAYMENT.
                      2. Select the General tab in the Stock Item Information screen.
                      3. Check the box for Service Item in the Product Attributes area of
                         the screen.
                      4. Select the Pricing tab and make the Normal Retail Selling Price
                         $0.00.
                      5. Select the SAVE button to return to the Stock Lookup screen.
                      æ  Note: The new product, Payment, can be used on any payment plan
                         and only has to be set up once.
                      6. Create another new product for the payment plan itself.
                      7. Select the General tab in the Stock Item Information screen.
                      8. Check the box for Break-out Item in the Product Attributes area of
                          the screen.
                      9. Also check the box for Service Item in the Product Attributes area
                          of the screen.
                    10. Select the Pricing tab and make the Normal Retail Selling Price a
                        negative amount equal to the Normal Selling Price of the item for
                        which the payment plan applies.
                    11. Set up the Break-out Item Parts List for the payment plan. Select the
                        Break-out tab in the Stock Item Information screen.




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Break-out
Item for Parts List
for Payment
Plan




                  12. Select the NEW button to display the Part Information pop-up
                        screen and enter the item to which the payment plan applies. Select
                        SAVE.
                  13.   Select the NEW button again to display the Part Information pop-up
                        screen to enter each of the “payment” part items of the payment
                        plan. If the payment plan is a three-part plan, there would be three
                        items. If it is a four-part plan, there would be four items. For each
                        item in the program, enter the part Item called Payment and a
                        Quantity of 1.
                  14.   To schedule the bill date for each payment, use the # Of Days field.
                        Typically payments are scheduled with the first payment occurring
                        on the date the payment plan is entered in the customer order (# of
                        Days =0), and subsequent payments scheduled at 30 day intervals
                        (# of Days = 30, 60, 90, etc.).
                  15.   Check the Use Special Pricing box and enter the Price for each
                        payment. This will be the amount charged at the scheduled
                        intervals.
                  16.   When you are finished entering all of the part items in the parts list,
                        select the SAVE button.

                      Subscription Items
                      If you have the optional Subscription Management Module installed
                      with your M.O.M. System together with the optional List Management
                      Module, you need to set up items for the subscriptions that you sell. A
                      subscription item identifies the particular publication and the number
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                      of issues that the subscriber is entitled to receive. So, if you offered a
                      one-year, two-year, and three-year subscription for three different
                      magazines, you would need to set up a total of nine different
                      subscription items.

                      A subscription item is a product with special fulfillment considerations.
                      Like a regular product, a subscription item is entered as a line item on
                      an order and a bill is produced in Stage 11 of the Batch Order
                      Processing function. Typically, a subscription item is not shipped and
                      no packing or shipping paperwork is generated and is therefore set up
                      as a Service Item. Finally, a subscription item is filled through a special
                      routine in the List Management Module that prints mailing labels to
                      mail the magazines.

                      To set up a subscription item,

                      1. Create a new item for the subscription.
                      2. Select the General tab in the Stock Item Information screen.
                      3. Check the box for Service Item in the Product Attributes area of
                         the screen.
                      4. Select the Misc tab in the Stock Information screen.
 Subscription
 Item
 Information




                      5. Check the box for Subscription Product in the Subscription
                          Product Information area of the screen.
                      6. If the subscription is the only item on the order and you do not
                          want the subscription to produce paperwork in the Order
                          Processing Cycle, also check the box for Product Exempt from

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   Invoicing in the General tab This preference allows you to create
    special subscription products for renewals of subscriptions that do
    not produce any invoice when entered in a customer order.
7. Enter the number of issues that the customer is entitled to receive in
   the Subscription Issue Count field.
8. Enter the code for the magazine, newsletter, etc. in the Publication
    Code field.
9. Set up the other information for the subscription item just as you
    would any other new item, completing all of the regular
    information on any/all of the Stock Item Information screen tabs.
    Select the SAVE button when you are finished.

æ  Note: Because you don’t purchase subscriptions from a supplier, you
    do not have to set up any information in the Supplier tab.

Gift Certificates
A gift certificate is set up in M.O.M. as a special type of financial item
with a serialized inventory to prevent a customer from making up a
“fake” gift certificate number when calling in an order. When you sell
and redeem gift certificates, M.O.M. automatically takes care of issuing
the unique serial number for you. Using the Gift Certificates
Outstanding Report, you can report on all gift certificate activity. You
can create as many gift certificate items as you need based on how
many different “stock” face value certificates you want to sell. Or, you
can allow your order entry staff to change the unit price of just one gift
certificate item to any amount based on the customer’s request.

Gift certificates are printed in their own stage of Order Processing. A
special gift certificate form is available from Software Forms.

To set up a gift certificate item,

1. Create a new item for the certificate.
2. Select the General tab in the Stock Item Information screen.
3. If you do not need to ship the gift certificate and do not want to
   include it in the shipping stages of Order Processing, check the box
   for Service Item in the Product Attributes area of the screen.
4. Set up the other information for the certificate just as you would for
   any other new item, completing all of the regular information on
   any/all of the Stock Item Information screen tabs.

æ  Note: Because you don’t purchase gift certificates from a supplier,
   you do not have to set up any information in the Supplier tab.

                                             Mail Order Manager Setup Guide 99
Setting Up Mail Order Manager

                      5. Select the SAVE button when you are finished.

                      Product Exempt from all Discounts
                      The Product is Exempt from All Discounts will prevent discounts
                      from being applied to an item, either by an order promotion, customer
                      discount, pricing level, or item discount.

                       è this flag selected in M.O.M.have a discountthe Import Exception
                         Hint: Imported orders that
                                                      will appear in
                                                                     applied to an item with

                          report. Discounts applied via Breakout Item or Club Membership
                          will override the discount exemption.

                      Non-returnable Item
                      The Product Cannot Be Returned attribute requires an order taker
                      to get managerial approval before being able to issue an RMA or mark
                      an item as returned. Users with managerial rights in M.O.M. will
                      receive a message verifying their wish to override the rule.
 Non-returnable
 Item
 Override




                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Service Items                    Stock Maintenance-General
                      Fractional Quantities
                      Serial Numbers
                      Drop Shipped Items
                      Kits & Aliases                   Stock Maintenance-Composite

  100 Mail Order Manager Setup Guide
                                     Chapter 2 Setting Up Suppliers and Stock Information

                                               Item
                                               Stock Maintenance-Break-out
                                               Item
             Payment Plans                     Stock Maintenance-Break-out
                                               Item
             Items with Size and Color         Stock Maintenance-Using the
                                               Size/Color Matrix
             Subscription Products             Stock Maintenance-Setting Up
                                               Subscription Products
             Gift Certificates                 Gift Certificates
             Item exempt from discounts        Stock Maintenance-General
             Non-returnable Item


Complex Item Attribute Setup
             Many products afford customers the opportunity to customize and
             personalize them to suit their various needs and tastes. M.O.M. allows
             you to provide customers with a variety of choices complex enough to
             address all of the customer’s wants, while still making it easy to take
             the order in the system. Each individual option or combination of
             options can be directly associated to a specific sku. These options or
             “Attributes” can also be used to record custom information for use
             when fulfilling the order.

             æ Note: The Attribute functionality For more be used for itemsItemsare
               designated as Size/Color Items.
                                                 can only
                                                          information see
                                                                            that

                with Different Sizes and Colors on page 86.
             1. From the Stock Item Lookup screen, select an existing Size/Color
                item or create a new one.




                                                        Mail Order Manager Setup Guide 101
Setting Up Mail Order Manager

                      2. Select the Attributes tab.
 Stock Item
 Attributes Tab




                      3. Check the option Enable Product Attributes.

                      Creating Attributes
                      1. In the Attributes section, Select the ADD button.
                      2. This will display the Add/Edit Attribute Screen.
 Add/Edit
 Attributes Screen




                      3. Enter a code to identify this attribute.
                      4. Enter a name for the attribute. This will be used as the label for the
                         attribute when it is listed in the order entry screen.

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               5. Select the Attribute Type.
                  Text Entry- This field allows you enter custom information for an
                  item within this Size/Color matrix. In the Validation field, select an
                  option to restrict entry in this field that would be invalid for the type
                  of data you are expecting. The Field Length specifies the number of
                  characters allowed in the field.
                  Drop Down Selection & Radio Button Selection- These options
                  allow you to enter values that can be directly assigned to specific
                  items in the size/color matrix. To enable this option, check the This
                  Attribute' s Value Is Part Of The Sku Link option.

               Creating Mappings
               Once the Attributes have been created, the attributes that are part of
               the SKU Link must be mapped to those specific size/color items.

               Instructions for Pre-Existing Items with Variations
               These instructions are used to map existing Size/Color Items to
               Complex Attributes. You will no longer choose from a list of variations,
               but select from the pre-defined options.

               1. In the Mappings section, select the Create Mapping button.
               This will display the Attribute Mapping Screen.
Map Creation
Screen




               2. Choose the radio button and drop-down menu options that you
                  wish to link with this item.



                                                           Mail Order Manager Setup Guide 103
Setting Up Mail Order Manager

                      Instructions for Automatically Generating Variation SKU’s
                      For users that do not have each item and variation pre-defined, M.O.M.
                      can generate the necessary number of SKU’s based on the possible
                      combinations of the variations setup. Since the complex attribute is
                      used to select the SKU, the naming convention for the SKU itself is no
                      longer important. With the option to Auto-Create Children. M.O.M. will
                      create the necessary SKU’s with a simple variation number: e. g. C-
                      WUS 001, C-WUS 002,etc.

                      1. With all of the necessary attributes created, save the current item.
                      2. Return to the item you just saved out of and select the Attributes
                         tab.
                      3. Click the AUTOCREATE CHILDREN button.
                      The Child SKU List is displayed.
 Child SKU Setup
 Screen




                      4. Optionally change the Child SKU’s to match a naming convention.
                         Keep in mind that the options attributes will be used to select the
                         appropriate SKU.
                      5. Select CREATE CHILDREN to create the SKU’s.




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Child SKU’s
Application




              6. Once created, use the Size/Color drop-down menu to select
                 individual SKU’s and make any necessary changes to Inventory,
                 Pricing, and Purchasing information.

              See Also
              Mail Order Manager Help
              For information about                   See
              Setting up Attribute Information        Stock Maintenance -
              for a Stock Item                        Attributes


Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion
              To increase sales, you may want to have your order entry operator
              make alternative or additional product suggestions to your customers
              based on the entry of a certain stock item. There are four types of
              product selling tools that M.O.M. lets you set up for an item, each with
              their own special prompt in order entry. These tools can be set up one
              per product or in combination.

                Substitute Item - an alternative item that is suggested whenever the
                item is unavailable.
                Up-Sell Item - an alternative item that is suggested because it is
                “better” than the item.
                Cross-Sell Item - one or more items that are suggested because they
                are “related” to the item as accessories or extra items.

                                                        Mail Order Manager Setup Guide 105
Setting Up Mail Order Manager

                         Promotional Item - an item that is free or specially discounted based
                         on the purchase of the item(s).
                      In those cases where more than one selling tool is set up for an item,
                      M.O.M. prioritizes Up-Sells ahead of Promotion, followed by
                      Substitutes and Cross-Sells. Cross-Sells are only displayed if the
                      proceeding Up-Sell and/or Substitute is declined. A special Selling
                      Tools Report allows you to report on the activity and use of each
                      special type of item.

                     æ Note: When importing orders, if there and mandatorybe an entry on
                        an item, the item will be substituted
                                                              is a
                                                                   there will
                                                                              substitution for

                          the Exception Report showing the information about the
                          substitution.
                      To set up any one of the selling tools for a stock item,

                      1. Click on the General tab in the Stock Item Information screen.
 General Tab




                      2. In the screen section titled, Cross-Sell, Up-Sell, Substitute,
                         Promote Items, use the pull-down menu to select “Add a New
                         Selling Tool”, and press the ADD button to display the Edit Cross-
                         Sell, Up-Sell, Substitute Item or Promotional Product screen.

                      To edit or delete an existing entry, select the entry using the pull-down
                      menu and press the EDIT button to display the Edit Cross-Sell, Up-Sell,
                      Substitute Item or Promotional Product screen.



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Edit Substitute,
Cross-Sell,
Up-Sell,
Promotional
Product




                   3. Use the pull-down to select the Type of Selling Tool.
                   4. Enter or lookup the Stock Number for the item that is being
                        associated as a Cross-Sell, Up-Sell, Substitute or Promotion. Select
                        Allow Lookup to enter a partial stock number.
                   5.   Optionally, enter a Description for Report to be printed on the
                        Selling Tools Activity Report.
                   6.   For SiteLINK Users select the SiteLINK Availability whether the
                        selling tool will be available only on SiteLINK, for both SiteLINK
                        and M.O.M., or just M.O.M. orders.
                   7.   Use the Display Condition check boxes to select under what
                        condition and/or within what date range you want the prompt
                        displayed to your order entry operator. For those conditions where
                        the customer has no choice but to accept the alternate item, select
                        the Substitute is Mandatory option.
                   8.   Enter the Operator Script that you want the order entry operator
                        to read from when advising the customer of the Cross-sell, Up-sell,
                        Substitute or Promotion opportunity.
                   9.   When complete, select SAVE to exit. To delete a selling tool, press
                        the DELETE button.

                   æ    Note: To create a selling tool for a stock item with size/color, in the
                        General tab, in the screen section titled, Cross-Sell, Up-Sell,
                        Substitute, Promote Items, use the pull-down menu to select
                        “Copy To All Size Color Variations.” When prompted to “Default all
                        size/color variations to the selling tools,” select the YES button.


                                                                Mail Order Manager Setup Guide 107
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting up Cross-Sells, Up-Sells, Cross-Sell, Up-Sell, Substitute, and
                      Substitute and Promote Items      Promotional Item Setup


Discontinuing an Item or Preventing an Item from Being Sold
                      Periodically you may need to discontinue an item for sale or prevent
                      an item from being sold.

                      When you discontinue an item, you let your sales staff sell the
                      remaining inventory in stock until all of it is depleted. When you select
                      to prevent an item from being sold, you no longer want to allow your
                      sales staff to sell the item, regardless of the remaining inventory in
                      stock.

                      M.O.M. enables you to select one or both of these options for an item.

                      1. Use the Stock Item Lookup to find and select the item.
                      2. Select the General tab in the Stock Item Information screen. (See
                         the screen on the previous page.)
                      3. To discontinue a stock item, check the box for Product is
                         Discontinued option in the Product Attributes area of the screen.
                      4. To indicate that a product can no longer be sold, select the Cannot
                         Sell Item option in the Product Attributes area of the screen.

                      See Also
                      Mail Order Manager Help
                      For information about                     See
                      Discontinuing Items
                      Preventing Items from Being Sold          Stock Maintenance-General


Establishing Product and Supplier Return Codes
                      When a customer returns an item or you return an item to a supplier, it
                      is important to track the reason for the return. M.O.M. enables you to
                      define more than 60 different return codes for both product and
                      supplier. These codes are reported in the Profit by Product report.

                      To establish or redefine a return code,


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              1. On the Main Menu Bar,
                  Click on:Maintain
                           System Information
                           Global Parameters
              The Global Parameter Maintenance screen is displayed.

              2. Select the Return Codes tab.
              3. Use the NEW button in the corresponding section to add a new
                  return code and definition for product or supplier. In addition to the
                  letter codes, you can also use the other keyboard characters $,%,^,*,
                  etc., as well as numbers.
Product and
Supplier
Return
Codes




              4. When in a product return code, to indicate that a product should be
                 returned to inventory when assigned that reason code, check the
                 Return Merchandise to Inventory box. If the reason code
                 designates a broken or defective product, this box should not be
                 checked.
              5. When in a supplier return code, to indicate that a product should be
                 removed from inventory when assigned that reason code, check the
                 Remove Merchandise from Inventory box.
              6. To change a definition of a code, select the EDIT button.
              æ  Note: Product Return Code Z - Damaged, Not Usable cannot be
                 edited.




                                                          Mail Order Manager Setup Guide 109
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about          See
                      Setting Up Product Return      Global Parameters
                      Codes                          Maintenance-Return Codes


Establishing Order Hold Reason Codes
                      Creating order hold reason codes allows you to track and report on
                      the reasons why orders are being put on either shipping hold,
                      processing old, or permanent hold,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Order Entry tab.
                      3. Use the NEW button to create a new reason code.
                      4. Enter a code and a description.
 Order Hold
 Reason
 Codes




                      See Also
                      Mail Order Manager Help
                      For information about          See
                      Setting Up Order Hold Reason   Global Parameters
                      Codes                          Maintenance- Order Entry

  110 Mail Order Manager Setup Guide
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Establishing Lost Order Reason Codes
             Creating Lost Order Reason Codes will enable you to track the specific
             reasons that caused an order to be cancelled. These reason codes are
             reported in the Lost Sales Report.

             1. On the Main Menu Bar,
                Click on: Maintain
                          System Information
                          Global Parameters
             The Global Parameter Maintenance screen is displayed.

             Select the Miscellaneous tab.
Lost Order
Reason
Codes




             2. Check the option Enable Tracking for Report.
             3. Use the NEW button to create a new reason code.
             4. Enter a code and a description.

             See Also
             Mail Order Manager Help
             For information about            See
             Setting Up Order Hold Reason     Global Parameters
             Codes                            Maintenance- Miscellaneous




                                                       Mail Order Manager Setup Guide 111
Setting Up Mail Order Manager

Renaming and Merging Stock Items
                      Periodically you may decide that you want to change the stock item
                      code for an item or multiple items after you set them up in the
                      Maintain Stock Item function. This special option enables you to do
                      this quickly and easily.

                      To rename or merge one or more stock items,

                      1. On the Main Menu Bar,
                          Click on:Product
                                   Rename Stock Numbers
                      The Stock Numbers to Rename screen is displayed.
 Rename
 Stock Numbers




                      2. Enter or lookup the first Stock Number (the old code) to be
                         changed.
                      3. Enter the Change to # for the stock number, this is either the new
                         stock number or the existing stock number for merging.

                      æ  Note: Merging existing stock numbers add the inventory of the old
                         SKU to the existing SKU.
                      4. For items With Size/Color variations, optionally enter the size/
                          color code to change just that variation. If you leave this blank on
                          an item with size/color variations, only the first part (the first 10
                          characters/numbers) of the stock code for those variations will be
                          changed, leaving each of the size/color variation codes (the
                          remaining 10 characters/numbers) unchanged.


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            5. Select ADD to add the stock number to the list of codes to be
               changed.
            6. Repeat steps 2-5 for all other codes to be changed.
            7. To remove a code from the list, select REMOVE.
            8. When all codes have been entered, select PROCESS to change the
               old stock codes to the new stock codes.

             æ Note: Renaming stock numbers changes all historical use of those
               stock numbers, including items in customer orders.

             See Also
             Mail Order Manager Help
             For information about            See
             Renaming, Merging Stock          Rename/Merge Stock Number
             Numbers


Renaming and Merging Suppliers
             To keep M.O.M. up to date with any possible name change or
             corporate mergers in regards to your Suppliers, this screen allows you
             to change the Supplier Code and Description or merge them with an
             existing one.

            1. On the Main Menu Bar,
                 Click on:Product
                          Rename Stock Numbers
             The Stock Numbers to Rename screen is displayed.
Rename
Suppliers




                                                       Mail Order Manager Setup Guide 113
Setting Up Mail Order Manager

                      2. Your existing supplier code and description will be displayed.
                      3. Enter the new supplier info in the New Code and New Name
                         fields.
                      4. Select ADD to add the stock number to the list of codes to be
                         changed.
                      5. Repeat steps 2-5 for all other codes to be changed.
                      6. To remove a code from the list, select REMOVE FROM LIST.
                      7. When all codes have been entered, select PROCESS LIST to change
                         the old supplier codes to the new supplier codes.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Renaming, Merging Supplier       Rename/Merge Supplier Codes
                      Codes


Changing Product Retail and Special Prices
                      Periodically you may decide that you want to change the retail or
                      special price of a stock item or multiple stock items after you set them
                      up in the Maintain Stock Item function. This special option enables
                      you to do this quickly and easily.

                      1. On the Main Menu Bar,
                         Click on:     Product
                                       Change Product Pricing
                                       Change Product’s Retail & Special Prices




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                 The Select Products screen is displayed.
Change
Product’s
Retail &
Special Prices




                 2. Using the selection screen, include the stock items that you wish to
                    change prices for from the Available Items list.
                 3. Select the price change for the product: Change Product Selling/
                    Special Prices By __% Over the Original Prices, Change Product
                    Selling/Special Prices By $___ Over the Original Prices or Change
                    Product Selling/Special Prices to a Specific Amount Of $___.
                 4. Optionally, select Include Product’s Special Unit Prices.
                 5. Finally select the rounding rules to apply.
                 6. Select the PROCESS button.

                 See Also
                 Mail Order Manager Help
                 For information about            See
                 Changing Product Retail and      Select Product Screen
                 Special Prices




                                                            Mail Order Manager Setup Guide 115
Setting Up Mail Order Manager

Changing Product Vendor Prices
                      Periodically you may decide that you want to change the vendor price
                      of a stock item or multiple stock items after you set them up in the
                      Maintain Stock Item function. This special option enables you to do
                      this quickly and easily.

                      1. On the Main Menu Bar,
                           Click on:Product
                                    Change Product Pricing
                                    Change Product’s Vendor Prices
                      The Select Products screen is displayed.
 Change
 Product’s
 Vendor Prices




                      2. Using the selection screen, include the stock items that you wish to
                           change prices for from the Available Items list.
                      3. Select the price change for the product: Change Product Vendor
                           Prices By __% Over the Original Prices, Change Product Vendor
                           Prices By $___ Over the Original Prices or Change Product Vendor
                           Prices to a Specific Amount Of $___.
                      4.   Optionally, select Include Dropshipped Vendor Prices.
                      5.   Optionally, select Supplier from the dropdown list.
                      6.   Finally select the rounding rules to apply.
                      7.   Select the PROCESS button.




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                   See Also
                   Mail Order Manager Help
                   For information about          See
                   Changing Product Vendor Prices Select Product Screen


Printing Additional Stock ID Labels
                   M.O.M. enables you to print additional Stock ID labels for your
                   products.

                   1. On the Main Menu Bar,
                       Click on: Product
                                 Receiving and Inventory
                                 Print Additional Stock ID Labels
                   The Print Additional Stock ID Labels screen is displayed.
Print Additional
Stock ID Labels




                   2. Select the Number of Labels to Print. (This number will be used for
                      each stock item you move to the Selected Items List from the
                      Available Items List.)
                   3. Using the selection screen, include the stock items that you wish to
                      print additional labels for from the Available Items list.

                   æ  Note: Items that have the option “Do not print Stock ID Labels” will
                      still appear on this list for label printing.
                   4. Optionally, highlight an item in the Selected Item List and modify
                       the Number Of Labels To Be Printed. This will modify the
                       number of stock labels printed for the highlighted item. This can be

                                                              Mail Order Manager Setup Guide 117
Setting Up Mail Order Manager

                         done multiple times to any item from the Available Items List. Each
                         stock item can have a different quantity of labels printed for it.
                      5. Select the PROCESS button.
                      æ  Note: The labels may include stock number, stock number in
                         barcode (code 128 barcode font), the item price and item
                         description depending on your setup in the Printer Output tab of
                         Maintain > Global Parameters.

                      See Also
                      Mail Order Manager Help
                      For information about                 See
                      Printing Additional Stock ID Labels   Customize Your Product Label




  118 Mail Order Manager Setup Guide
                            Chapter 3 Setting Up Advertising and Marketing Information


Chapter 3

Setting Up Advertising and Marketing Information
            This chapter provides detailed instruction on the following:

              Setting Up Source Keys for Media Tracking
              Setting Up Catalogs
              Setting Up Customer Form Letters
              Setting Up Pre-Defined Gift Greetings
              Setting Up a Points and Rewards Program
              Establishing RFM Analysis Settings
              Creating a Default Advertising Message for Customer Invoices
              Setting Up Order Type Codes
              Setting up Order Promotions




                                                      Mail Order Manager Setup Guide 119
Setting Up Mail Order Manager

Setting Up Source Keys for Media Tracking
                      An advertising source is any media device or channel that generates a
                      customer lead, new customer contact or new customer order. An
                      advertising source can be a periodical advertisement, TV
                      advertisement, solo product mailing, telemarketing promotion, catalog
                      mailing, or even a URL hyperlink on the World Wide Web.

                      In M.O.M., you set up a Source “Key” or code for each media source
                      that you use. Source keys are used whenever a new customer or new
                      order is entered into your M.O.M. system, and tracks the new customer
                      or order to its media source. This helps you determine how well your
                      advertising is doing based on the number of new customers and
                      amount of profit that you are generating from each advertising
                      channel. Source keys are used as a select criteria in the various profit
                      and response analysis reports, and can also be used as a select criteria
                      in the List Management Module to create target lists based on the
                      source keys to which a customer has responded.

                      To set up a new advertising source key,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   Advertising Information
                                   Source Keys
                      The Source Key Lookup screen is displayed.
 Source Key
 Lookup




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              2. To change information for an existing source key, use the lookup
                screen to find and select the source key and display the Source Key
                Information screen.
              For a new source key, select the NEW button to display the Source
              Key Information screen.
Source Key
Information




              3. Enter a Source Key and Title/Description for a new source key and
                 complete the other fields as required.
              4. For Source Keys that will no longer be used, check the option
                 Inactive.
              5. Select the SAVE button when you are finished.

              See Also
              Mail Order Manager Help
              For information about            See
              Setting Up Source Keys           Source Key Maintenance
                                               Source Key Examples
                                               Advertising Source and
                                               Catalog Methodology


Setting Up Catalogs
              A catalog is something you sell from, a collection of your product or
              stock items. By itself, it does not generate any response or customer
              order. But, when a catalog is sent to a customer in a mailing (set up as
              a source key) or is requested from an advertisement (set up as a
              source key), it sells product for you. In M.O.M., you set up catalog

                                                          Mail Order Manager Setup Guide 121
Setting Up Mail Order Manager

                      codes for each one of the catalogs that you sell from. Catalog codes
                      are usually associated with Source Keys in Source Key Maintenance
                      and are entered with new orders. They can also be used to create
                      special retail selling prices for products. Finally, catalog codes are used
                      in the Catalog Square Inch Analysis Report to track product sales by
                      page and page size, helping you to better plan the space and
                      positioning of products in future catalogs.

                      To set up a new catalog code,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   Advertising Information
                                   Catalog Codes
                      The Catalog Code Lookup screen is displayed.

                      2. To change information for an existing catalog, use the lookup
                         screen to find and select the catalog code and display the Catalog
                         Information screen.
                      For a new catalog, select the NEW button to display the Catalog
                      Information screen.
 Catalog
 Information




                      3. Enter a Catalog Code and Description for a new catalog and
                         complete the other fields as required.
                      4. For Catalog Codes that will no longer be used, check the option
                         Inactive.
                      5. Select the SAVE button when you are finished.

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              Defining Allotted Catalog Page Space for Stock Items
              If you want to use the Catalog Square Inch Analysis Report to calculate
              profit by product by allotted catalog space, you have to define the
              amount of space and page position that each item takes up in each
              catalog.

              To define the catalog page space for a stock item,

              1. On the Main Menu Bar,
                 Click on:  Product
                            Maintain Stock Items
              The Stock Item Lookup screen is displayed.

              2. Use the lookup screen to find and select the item and display the
                 Stock Item Information screen.
              3. On the Stock Item Information screen, select the Pricing tab.
Stock Item
Pricing Tab




              4. The catalog square inch and page position information needs to be
                 set up as a Special Situation Price for the item. Select the NEW
                 button to display the Special Price Information screen.




                                                        Mail Order Manager Setup Guide 123
Setting Up Mail Order Manager


 Special Price
 Screen




                      5. In the Special Price Information screen, enter the Unit Price that
                           the item sells for in the particular catalog.
                      6.   Enter the Catalog Code for the catalog. The catalog code must
                           already be set up in the Maintain Catalog Codes function.
                      7.   Enter the Page # that the item is on in the catalog.
                      8.   Enter the amount of space on the page that the product occupies in
                           the Sq. In. field. You can enter fractional amounts as decimals. For
                           instance, 4 and 1/2 square inches would be entered as 4.5.
                     9.    Select the SAVE button when you are finished.
                    10.    If the item is in more than one catalog, repeat the above procedure
                           to set up the same information for the other catalogs.

                      See Also
                      Mail Order Manager Help
                      For information about                    See
                      Setting Up Catalog Codes                 Catalog Maintenance
                                                               Advertising Source and
                                                               Catalog Methodology
                      Setting Up Special Product Prices        Stock Maintenance-Pricing




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Setting Up Customer Form Letters
             The Customer Notice maintenance function in M.O.M. is a very
             powerful feature that lets you create all types of customized customer
             correspondence. A customer notice might be designed to welcome a
             new customer, to thank a customer for their order, to provide special
             instructions for a special product, to tell a customer about a problem
             with their order, etc.

             A M.O.M. customer notice is created just like a regular letter that you
             might create in a word processor. Whenever one of a set of predefined
             “key words” that correspond to key pieces of information from the
             customer database is inserted in the form letter, M.O.M. automatically
             substitutes the corresponding information when the letter is generated
             to create the impression that the letter was written to a particular
             customer.

             Once a customer notice is created, it can be “sent” to a customer
             during order entry, contact entry, or to an entire target list of customers
             created using the optional List Management Module. A restriction can
             be chosen for the notice to limit when the notice can be used. As an
             additional option, a Customer Notice can be “customized” on-screen
             before it is sent to a customer during order entry or contact entry. You
             can also elect to send the notice via e-mail or fax.

             There are two options for creating notices. You can either create the
             notice entirely within M.O.M. using the built-in word processing
             capabilities. Or, you can create the notice using Microsoft’s MS Word
             program, which can be accessed through an OLE Windows interface
             directly from M.O.M.

             Creating a Customer Notice without Using MS Word
             To set up a new customer notice,

             1. On the Main Menu Bar,
               Click on:  Maintain
                          Advertising Information
                          Customer Notices
             The Customer Notices Lookup screen is displayed.




                                                        Mail Order Manager Setup Guide 125
Setting Up Mail Order Manager

                      2. To rewrite or change an existing notice, use the lookup screen to
                          find and select the notice and display the Maintain Customer Letter/
                          Notice screen. For a new customer notice, select the NEW button to
                          display the Maintain Letter/Notice screen.
 Maintain
 Customer
 Notices




                      3. For a new notice, enter the Code for the letter and a Description.
                      4. Optionally, choose a Restriction for the notice to display the
                         available keywords in the Keyword List for that restriction.
                      5. Type the letter in the body of the screen. Any of the conventional
                         Windows Edit menu functions can be used, including cut & paste,
                         delete, copy, etc.
                      6. To optionally insert “key words” as required, you can choose a
                         keyword from the Keyword List dropdown menu.
                      7. For Emal Notices, click the SELECT... button to browse for and
                         attach a file that can be sent to a customer along with the notice.

                      æ  Note: This function only works for emailed notices. Always keep in
                         mind that email service providers usually limit attachment sizes
                         (typically 5MB) for senders as well as recipients.
                      8. Select the SAVE button when you are finished.

                      Creating a Customer Notice Using MS Word
                      If you have MS Word installed on your workstation/network you can
                      create customer notices in MS Word. Using this option, you have
                      access to all the formatting and editing options available in MS Word.



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               1. Create a new notice following steps 1-3 for Creating a Customer
                  Notice Without Using MS Word.
               2. On the Maintain Customer Notice screen, select the Microsoft
                  Word RTF Document check box.

              ç customer You cannot change a without losing the existing notice.
                Warning:
                         notice to an.RTF file
                                               previously created (non .RTF)

               3. Select the SELECT button to display the “open” screen.
Open Screen




               4. Select a path and enter a filename for the notice in the RTF file
                    field. You must save the file as an RTF file.
               5. Select the SELECT button or press Ñ to return to the Customer
                    Notice Maintenance screen.
               6. Select the EDIT button to open MS Word.
               æ keys to open Word. not display on your screen, press the ËÎ
                 Note: If MS Word does

               7. Write the notice in Word. Insert “key words” as required, making
                    sure that you enter the key word exactly as it appears in the key
                    word list in the Mail Order Manager On-Line Help.
               8.   When you are finished, Save and Exit in Word to return to the
                    Customer Notice Maintenance screen.
               9.   Select OK and then select the SAVE button.
              10.   To edit a customer notice previously created in Word, select the
                    SELECT button on the Customer Notice Maintenance screen to open
                    the notice in Word.
              11.   Save and Exit in Word to return to the Customer Notices

                                                            Mail Order Manager Setup Guide 127
Setting Up Mail Order Manager

                         Maintenance screen and then select the SAVE button.

                       è exclusively as an e-mail a customer notice that is to be sent
                         Hint: If you are creating
                                                   using the MS e-mail send option in
                          Customer Contact, Order Entry, or the optional List Management
                          Module, it is not recommended that you create the notice using MS
                          Word. A customer notice created as an MS Word RTF file is
                          presented in an e-mail as a file attachment that needs to be opened
                          by the e-mail recipient. A regular (non-RTF) M.O.M. notice, which
                          is e-mailed as text, is preferable for e-mails.

                      æ Processing function, by default, documentsin the background to
                        Note: When printing Word RTF
                                                         they print
                                                                    in M.O.M.’s Order

                          Word’s default printer. To have Word open during Stage 6 of Order
                          Processing to edit notices and/or decide where to print them,
                          deselect the Print Word RTF Documents in Background box on
                          the Notices tab in the Maintain Global Parameters function.

                      Creating a Shipment Acknowledgment Letter
                      The shipment acknowledgment letter can be sent when an order is
                      processed for shipment in M.O.M. during Stage 10 of the Order
                      Processing function.

                      1. Create (or edit) a shipment acknowledgment letter using the
                         Maintain Customer Notice function in M.O.M. Optionally, use the
                         key word %%SHIPMENT to include shipping tracking number, ship
                         date, etc. Use the key word %%SHIPORDER to include a list of the
                         items being shipped in that invoice.
                      2. From M.O.M.’s Main Menu,
                         Click on:     Maintain
                                       System Information
                                       Global Parameters




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              Select the Notices tab.
Notices Tab




              3. Use the drop down menu in the Notice to Send field to select the
                  notice written in Step 1.
              4. Select one of the following send options for the letter (any
                 combination of options may be selected).
                 Print to Printer - Includes the letter in the normal run of notices in
                 the Batch Order Processing function.
                 Internet E-Mail - Sends the letter via e-mail using Microsoft’s Mail
                 program.
                 Fax - Sends the notice to the customer’s fax number.
              5. To include a subject header on an e-mail or fax, enter the header in
                 the Subject Header for E-Mail or Fax field.

              æ   Note: If you select Internet E-Mail or Fax, you must have an e-mail
                  or fax client software installed on the Order Processing workstation.
                  Also, if e-mail is selected above and a customer does not have an e-
                  mail address entered on the Customer Information screen, M.O.M.
                  defaults to fax for that customer. If no fax number is on file, M.O.M.
                  defaults to a printed notice for that customer.
              6. Select SAVE to exit.

              Setting Up E-Mail and Fax Options
              In addition to printing a customer notice, M.O.M. enables you to send
              customer correspondence (customer notices) via e-mail or fax.

              æ Note: The fax option is only available if you have Microsoft Mail with
                                                          Mail Order Manager Setup Guide 129
Setting Up Mail Order Manager

                          faxing capability or WinFax 10.0.
                      To set up MS Mail E-mail and fax options,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameters Maintenance screen is displayed.

                      2. Select the Notices tab (see the notices tab on the previous page).
                      3. Check the E-Mail box to send customer notices via e-mail. If you
                         will be using Outlook 2000 or later, select the Using Outlook 2000
                         or later box.
                      4. Check either the Fax Via E-Mail Software to send faxes via your e-
                         mail software OR the Fax Via Winfax box to fax customer notices
                         using Winfax 10.0 or later. If you are using WinFax and the area
                         code is required to make a local call, check the Use 1+ for local
                         dialing.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Customer Notices      Customer Notice Maintenance
                      Key Words ListCustomer           Notice Key Word List
                      Using Key Words in a Notice      Customer Notice Key Word
                                                       Examples
                      Creating a Shipment              Global Parameters Maintenance
                      Acknowledgment Letter            - Notices
                      Enabling E-Mail                  Global Parameters Maintenance
                       and Fax Options                 - Notices


Setting Up Pre-Defined Gift Greetings
                      For gift businesses, M.O.M. enables you to create a set of standard gift
                      greeting messages that can be selected during entry instead of entering
                      a custom greeting for each gift order. These gift messages are printed
                      on shipping labels and/or labels for use in gift cards during order
                      processing. The gift messages might include a birthday greeting, a
                      holiday greeting, etc.




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              And, because the messages can be created using key words, it is
              possible to include the name of the gift recipient as well as the gift
              giver without having to customize the message in order entry.

              To set up gift greetings,

              1. On the Main Menu Bar,
                 Click on: Maintain
                           Advertising Information
                           Standard Gift Greetings
              The Standard Greetings Lookup screen is displayed.

              2. To rewrite or change an existing greeting, use the lookup screen to
                 find and select the greeting and display the Greetings Information
                 screen. For a new greeting, select the NEW button to display the
                 Greetings Information screen.
Greetings
Information




              3. For a new greeting, enter the Code for the greeting and a Greeting
                 Description.
              4. Type the greeting itself in the Greeting Text field. Any of the
                 conventional Windows Edit menu functions can be used, including
                 cut & paste, delete, copy, etc.
              5. Insert “key words” as required, using the KEYWORD LIST
                 dropdown menu or typing the key word exactly as it appears in the
                 greeting keyword list in the Mail Order Manager On-Line Help.
              6. Select the SAVE button when you are finished.


                                                          Mail Order Manager Setup Guide 131
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Standard Greetings    Standard Greetings
                                                       Maintenance


Setting Up a Points and Rewards Program
                      As a means of encouraging your customers to purchase more, M.O.M.
                      enables you to set up a points and rewards program based on
                      previous product purchases. These accumulated points can be
                      redeemed by customers on future purchases either as discounts on
                      particular products or as a discount on a future order total. During
                      order entry, M.O.M. automatically prompts the order entry operator to
                      apply points that are accumulated. In addition, you can view and/or
                      print a customer’s points on the Financial tab of the customer
                      information screen. There is also a special statement/report that can be
                      run for all customers with unredeemed points. See Generating
                      Customer Points and Rewards Statements in Chapter 19 of the User
                      Reference Guide.

                      To set up a points and rewards program,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameters Maintenance screen is displayed.




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             2. Select the Accounting tab.
Accounting
Tab




             3. Check the box for Use Points/Rewards.
             4. Determine how points are to be accumulated by customers.
             To allow points to be accumulated by total dollars spent, select 1
             Point for Every $__ of Merchandise Purchased and enter the
             dollar value.

             To allow points to be accumulated only for certain products
             purchased, select Points As Established For Each Product. You
             must set up the earned point values for each product in the Maintain
             Stock Item function. See the additional procedure below.

             5. Determine how points are to be redeemed by customers.
             To allow points to be redeemed as a credit on order total on a future
             order, select 1 Point = $___ Off The Order Total and enter the dollar
             value.

             To allow points only to be used as a credit when purchasing certain
             products, select Can Only Be Used To Buy Designated Products.
             You must set up the redemption point values for each product in the
             Maintain Stock Item function. See the additional procedure below.

             æ applied to the item change order total create a journal entry. Points
               Note: Points applied to the
                                           the item price.
             6. Optionally, if you are using the M.O.M. G/L interface, and have
                selected to redeem points based on order total in Step 5, you can
                                                       Mail Order Manager Setup Guide 133
Setting Up Mail Order Manager

                         select the G/L sub-account to post redeemed points. Use the pull-
                         down menu for Post Redemptions to the following Payment
                         Adjustments Sub Account to make your selection.

                      Establishing Point Values for Products
                      1. On the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      The Stock Item Lookup screen is displayed.

                      2. For an existing item, use the lookup screen to find and select the
                         item and display the Stock Item Information screen. For a new item,
                         select the NEW button to display the Stock Item Information screen.
                      3. On the Stock Item Information screen, select the Misc tab.
 Miscellaneous
 Tab




                      4. To set up the earned point value for the product, enter the value in
                         the Points Received When Purchased ___ field.
                      5. To set up the redeemed point value for purchasing the product,
                         check the box for and enter the value in the Use ___ Points to
                         Buy This Product field.
                      6. When you are finished, select SAVE.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Points and Rewards               Global Parameters Maintenance

  134 Mail Order Manager Setup Guide
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                                               -Accounting
              Points and Rewards               Stock Maintenance-
              for Products                     Miscellaneous


Establishing RFM Analysis Settings
              In direct marketing, there are three factors that combine to determine
              who your best customers are.

                 Recency - the more recent a customer’s previous purchase, the more
                 likely they are to purchase again in the future.
                 Frequency - the higher the total number of orders, the better the
                 customer.
                 Monetary Value - the higher the total dollars spent, the better the
                 customer.
              Together, these three individual factors form what is known as a
              customer’s RFM value. Because RFM is so closely related with list
              creation, it is a part of the optional List Management Module. The way
              that each company creates its RFM value using these three factors
              varies, and for this reason M.O.M. enables you to define exactly how
              this value is to be determined for your company. Once you establish
              your settings, M.O.M. will automatically calculate and update RFM
              value for each of your customers based on each purchase made. RFM
              can be used by your customer service staff to quickly spot a good
              customer. More importantly, it can be used in the optional List
              Management Module to quickly create a list of your best customers.

              To establish RFM settings

             1. On the Main Menu Bar,
                Click on:   Options
                            List Management Module
             2. Or, on the Tool Bar,

                Click on:




                                                        Mail Order Manager Setup Guide 135
Setting Up Mail Order Manager

                      The List Management Module menu is displayed.
 List
 Management
 Menu




                      3. On the List Management Menu Bar,

                         Click on:Maintain
                                  RFM Analysis Settings
                      The RFM Analysis Settings Screen is displayed.
 RFM Analysis
 Setting




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4. This table allows you to build a series of recency, frequency, and
     monetary value statements to collectively rate each customer with
     an RFM number. The two fields at the top of the screen, Highest
     Possible Score and Lowest Possible Score, are determined by
     the current statements in the table.

You may have multiple statements for any one type of the three RFM
factors based on ranges within each of the three areas. In other words,
there could be several statements for Recency, several for Frequency,
and several for Monetary Value.

To add a new statement, select NEW to display the RFM Entry pop-up
screen. To edit or delete a statement, select the VIEW/EDIT screen to
display the RFM Entry pop-up screen.

5. If you are adding a new statement, use the pull-down menu to
     select Entry Type for the statement. If you are editing, make the
     changes as required. To delete a statement, select the DELETE
     button.
6.   For a new statement, establish the Range. For Recency, the range is
     in weeks. For Frequency, it is number of orders within a specified
     number of months, and for Monetary Value, it is dollars within a
     specified number of months.
7.   For a new statement, enter the RFM Weight/Value that you want to
     give to customers who meet the criteria of the statement.
8.   When you are finished, select SAVE to return to the RFM Analysis
     Settings screen.
9.   On the RFM Analysis Settings screen, select PROCESS to apply the
     new settings to your customer file to calculate or recalculate RFM
     value for each customer.

See Also
Mail Order Manager Help
For information about          See
Creating RFM Analysis Settings RFM Analysis Settings




                                            Mail Order Manager Setup Guide 137
Setting Up Mail Order Manager

Creating a Default Advertising Message for Customer Invoices
                      There are three levels of invoice messages or memos that you can
                      create in M.O.M. to be printed on the packing slip or invoice.

                        Custom Memo - when you enter or review an order, you can create
                         a custom memo to be printed on just that order’s invoice. When a
                         custom memo is created, it over-rides either of the two messages
                         below.
                        Source Key Message - when you set up an advertising source key,
                         you can create a special message associated with just that source
                         key. When the source key is entered on a customer order, the
                         source key message is automatically applied to the order and
                         printed on the customer invoice. A source key message over-rides
                         the Default Advertising Message below.
                        Default Advertising Message - this is the lowest level message and is
                         set up to be used only if no Source Key Message or Custom Memo
                         applies to an order.
                       To set up a Default Advertising Message,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameters Maintenance screen is displayed.

                      2. Select the Order Entry tab.
 Order
 Entry
 Tab




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             3. Enter the advertising message in the Default Invoice Message
                field. To enhance the appearance when printed on the invoice, you
                might consider “bordering” your message with special characters as
                in the above example. Select the SAVE button when you are
                finished.

             See Also
             Mail Order Manager Help
             For information about            See
             Setting Up a Default Message     Global Parameters
                                              Maintenance-Order Entry


Setting Up Order Type Codes
             As a means of enabling you to report and track orders that come in by
             different means; for example, phone, mail, web, order taking service,
             fax, etc., you can establish a set of user defined order type codes that
             can be entered with each new order.

             To set up order type codes,

             1. On the Main Menu Bar,
                Click on: Maintain
                          Advertising Information
                          Order Type
             The Order Type Lookup screen is displayed.

             2. To change or delete an existing type code, use the lookup screen to
                find and select the code and display the Order Type Code screen.
                For a new order type, select the NEW button to display the Order
                Type Code screen.




                                                       Mail Order Manager Setup Guide 139
Setting Up Mail Order Manager


 Order Type
 Code




                      3. For a new order type, enter the Code and optionally enter a
                         description of the order type in the Description field.
                      4. Select the SAVE button to save the new or changed code. Select the
                         DELETE button to delete the type code.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Order Type Codes      Order Type Code Maintenance


Setting up Order Promotions
                      The Order Promotions screen allows you to setup discounts that apply
                      to an entire order, these discounts can be triggered by customer and
                      order information.

                      To setup Order Promotions,

                      1. On the Main Menu Bar,

                         Click on:     Maintain
                                       Advertising Information
                                       Order Promotions



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              The Order Promotions Information screen is displayed.
Order
Promotions
Information




              è and clickmovearrows on the either up or downOrder Promotions it
                Hint: To
                          the
                              a promotion
                                           left of the screen.
                                                               on the list, select

                 should be listed by qualifications, from General to Specific.
              2. To change an existing order promotion, select it from the list and
                choose EDIT. For a new promotion, select the NEW button.
              The Order Promotion Detail Information Screen is displayed.
Order
Promotion
Detail
Information




              3. For a new promotion, enter the Code and a Description.



                                                        Mail Order Manager Setup Guide 141
Setting Up Mail Order Manager

                      4. Optionally check the Apply this promotion in addition to other
                         discounts to allow this promotion to apply along with a product or
                         customer discount.
                      5. In the Apply This Promotion drop down menu, choose either:
                         To All orders when it Qualifies- Applies this promotion to any order
                         that qualifies for it.
                         Only on the first order of the Billing Customer- Limits this promotion
                         to first time customers only.
                         Only once per Billing Customer- This option restricts the application
                         of this order promotion to one per billing customer.
                      6. In the Pricing tab, various promotional pricing options are
                         displayed.
                         Apply Discount of __% directly to all products for orders
                         totalling over $___-This option will apply a flat percentage
                         discount to each item on an order with a merchandise total that
                         exceeds the specified amount.
                         $___ off orders over $___- This option will apply the specified
                         discount for orders that exceed an entered amount.
                         Automatically add product _______ to the order- This option
                         allows you to specify a promotional product to add to the qualifying
                         orders. The Product Notation field can be used to enter a message
                         that will appear on the invoice. Check the option Apply a special
                         selling price to the product to give the promotional product
                         either a special price or percentage discount.
                         Automatically add free ____ qty of product _______ when
                         minimum order of $____ and maximum order of $___ is met.-
                         This option allows you to add a specific quantity of the entered
                         product, when the order amount is between the specified amounts.
                         Apply Discount Of ____ % For Net Merchandise Total Range.-
                         This selection will give a discount on the item subtotal. This differs
                         from the discount in the first option because this discount is applied
                         on the total price of the items on the order instead of each
                         individual item price.
                      7. In the Customer tab, the order promotion can be setup to allow
                         customer type codes or an RFM value to trigger an order promotion.
                         You can create an order promotion exclusively to one customer,
                         Type in: the customer’s number in the Customer Number field.
                      8. In the Order tab, the order promotion can be setup to allow order
                         attributes to trigger an order promotion. You can also specify the
                         start and end dates for this promotion. Use the Optional Message
                         to appear on the Invoice to enter a message that will display

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    below the order totals on an invoice.
 9. In the Shipping tab, you can optionally setup flat rate shipping
    amount for orders that qualify for this promotion. You can also
    specify which shipping method you wish to use for this order.

ç all boxes If athe order must shipiswith the same shippingpromotion,
  Warning!
            in
                 shipping method specified in the order
                                                            code to
    qualify or the discounted rate.
10. In the SiteLINK tab, SiteLINK users can check the option This
    promotion is available on SiteLINK to publish this promotion to
    their SiteLINK store for internet orders.

 See Also
 Mail Order Manager Help
 For information about            See
 Setting up Order Promotions      Order Promotion Detail Information
 Order Promotion Report           Order Promotions Activity Report




                                            Mail Order Manager Setup Guide 143
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  144 Mail Order Manager Setup Guide
                                          Chapter 4 Setting Up Accounting Information


Chapter 4

Setting Up Accounting Information
            This chapter provides detailed instruction on the following:

              Setting Up Sales Taxes
              Setting Up Credit Card Merchant Accounts
              Setting Up Accounts Payable Terms for Suppliers
              Setting Up Default Customer Terms
              Setting Up COD and Open Invoice Order Payment Rules
              Setting up Allowed Forms of Payment
              Setting Up the General Ledger Interface
              Establishing Inventory Valuation Method




                                                     Mail Order Manager Setup Guide 145
Setting Up Mail Order Manager

Setting Up Sales Taxes
                      Depending upon the location of your company, you may need to
                      collect sales taxes at the local (city/ZIP code), county, or state level.
                      You may need to calculate taxes at more than one level. Non-U.S.
                      companies may need to calculate sales taxes at the national level
                      (VAT). M.O.M. lets you set up sales taxes at one or more levels. All
                      sales taxes are reported in the Sales Tax Collection report.

                      Setting up Country Sales Taxes and Tax Classes
                      1. On the Main Menu Bar,
                         Click on:   Maintain
                                     Accounting Information
                                     Sales Tax Tables
                      The Sales Tax Rates screen is displayed with the National Tax Rates
                      tab activated.
 National Sales
 Tax
 Rates




                      2. To set up a Value Added Tax (VAT) or national sales tax, use the list
                         box to select the Country and enter the National Sales Tax Rate.
                      3. If shipping is taxable in the Country, check the box for Tax
                         Shipping.
                      4. If a country does not require you to collect tax on boxes with all
                         non-taxable items, check the Do Not Tax Shipping On Boxes
                         With All Non-Taxable Items box.
                      5. If a country requires you to collect tax on handling fees only, check
                         the Tax Handling Fees Only box.
                      6. Optionally, use the pull-down menu to set up as many as five (A-E)

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                 tax classes for the Country to classify product sales as either taxable
                 or non-taxable. For each tax class that you set up that is taxable,
                 check the box Tax Class is Taxable. See Setting Up Accounting
                 Information for a Stock Item in Chapter 2, for information about
                 assigning National Tax Class to a product.
              7. Select the CLOSE button, or continue with state, county and/or ZIP/
                 city level taxes.

              Setting up State Sales Taxes, Tax Classes and Finance
              Charges
              1. On the National Tax Rates tab of the Sales Tax Rates screen, select
                 (highlight) the country for which you want to set up state level
                 taxes.
              2. Select the State Tax Rates tab.
State Sales
Tax
Rates




              3. To set up a state or province sales tax, select the state in the state
                 list and enter the Tax Rate For State.
              4. Optionally, enter Finance Charges Rate For State. Consult state
                 regulations for maximum allowable rates by state. This rate is used
                 when Generating Customer Statements for overdue balances. See
                 Generating Customer Statements in Chapter 19 of the Reference
                 Guide.
              5. If shipping is taxable in the State, check the box for Tax Shipping.
              6. If a state does not require you to collect tax on boxes with all non-
                 taxable items, check the Do Not Tax Shipping On Boxes With All
                 Non-Taxable Items box.

                                                          Mail Order Manager Setup Guide 147
Setting Up Mail Order Manager

                      7. If a state requires you to collect tax on handling fees only, check the
                         Tax Handling Fees Only box.
                      8. Optionally, use the pull-down menu to set up as many as five (A-E)
                         tax classes for the State to classify product sales as either taxable or
                         non-taxable. In addition, a special tax rate can be assigned to
                         enable certain products to be taxed at different rates than other
                         products.
                      For each taxable tax class, check the box Tax Class is Taxable, and
                      enter the Tax Rate. See Setting Up Accounting Information for a Stock
                      Item on page 81, for information about assigning State Tax Class to a
                      product.

                      9. Select the CLOSE button when you are finished, or continue with
                         setting up county and/or ZIP/city level taxes.

                      Setting Up County Level Taxes and Tax Classes
                      1. On the State Tax Rates tab of the Sales Tax Rates screen, select
                         (highlight) the state for which you want to set up county level taxes.
 County Sales
 Tax Rates




                      2. Select the County Tax Rates tab.
                      3. To set up a county sales tax, select the county in list and enter the
                         Tax Rate For County.




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                 4. Optionally, use the pull-down menu to set up as many as five (A-E)
                    tax classes for the County to classify product sales as either taxable
                    or non-taxable. In addition, a special tax rate can be assigned to
                    enable certain products to be taxed at different rates than other
                    products.
                 For each taxable tax class, check the box Tax Class is Taxable, and
                 enter the Tax Rate. See Setting Up Accounting Information for a Stock
                 Item in Chapter 2, for information about assigning County Tax Class to
                 a product.

                 5. If shipping is taxable in the County, check the box for Tax
                    Shipping.
                 6. If a county does not require you to collect tax on boxes with all
                    non-taxable items, check the Do Not Tax Shipping On Boxes
                    With All Non-Taxable Items box.
                 7. If a county requires you to collect tax on handling fees only, check
                    the Tax Handling Fees Only box.
                 8. Select the CLOSE button when you are finished, or continue setting
                    up ZIP/city level taxes if required.

                 Setting Up ZIP Code or City Level Taxes and Tax Classes
                 1. On the County Tax Rates tab of the Sales Tax Rates screen, select
                    (highlight) the county for which you want to set up ZIP Code level
                    taxes.
                 2. Select the Zip/City Tax Rates tab.
Zip/City Sales
Tax Rates




                                                           Mail Order Manager Setup Guide 149
Setting Up Mail Order Manager

                      3. In the list of ZIP Codes and Cities, select the ZIP Code or City and
                         enter the Tax Rate for Zip/City.
                      4. Optionally, use the pull-down menu to set up as many as five (A-E)
                         tax classes for the Zip/City to classify product sales as either taxable
                         or non-taxable. In addition, a special tax rate can be assigned to
                         enable certain products to be taxed at different rates than other
                         products.
                      For each taxable tax class, check the box Tax Class is Taxable, and
                      enter the Tax Rate. See Setting Up Accounting Information for a Stock
                      Item in Chapter 2, for information about assigning Zip/City Tax Class
                      to a product.

                      5. If shipping is taxable in the Zip/City, check the box for Tax
                          Shipping.
                      6. If a zip/city does not require you to collect tax on boxes with all
                         non-taxable items, check the Do Not Tax Shipping On Boxes
                         With All Non-Taxable Items box.
                      7. If a zip/city requires you to collect tax on handling fees only, check
                         the Tax Handling Fees Only box.
                      8. If you always want a ZIP Code or City reported on the Sales Tax
                         Report even if nothing was sold in that ZIP Code, check the box for
                         Always Report Sales.
                      9. Select the CLOSE button when you are finished.

                      è   Hint: To set up a city with a discount tax rate (commonly known as
                          an “enterprise zone”), enter a negative rate to discount the normal
                          state and/or country rate that applies.

                      See Also
                      Mail Order Manager Help
                      For information about                    See
                      Setting Up National Tax Rates            Sales   Tax   Maintenance-National
                      Setting Up State Tax Rates               Sales   Tax   Maintenance-State
                      Setting Up County Tax Rates              Sales   Tax   Maintenance-County
                      Setting Up ZIP/City Tax Rates            Sales   Tax   Maintenance-ZIP/City
                      Setting Up Finance Charges by State      Sales   Tax   Maintenance-State




  150 Mail Order Manager Setup Guide
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Setting Up Credit Card Merchant Accounts
              For each credit card merchant account that you have with either a
              bank or with a card service provider, you need to establish certain
              parameters associated with the way that M.O.M. processes payments
              for that account.

              To set up or change a credit card merchant account,

              1. On the Main Menu Bar,
                 Click on:  Maintain
                            Accounting Information
                            Credit Card Merchant Accounts
              The Credit Card Merchant Lookup screen is displayed.
Credit Card
Merchant
Lookup




              2. To change information for an existing merchant account, use the
                 lookup screen to find and select the card code and display the
                 Credit Card Merchant Account Information screen. For a new
                 merchant account, select the NEW button.




                                                      Mail Order Manager Setup Guide 151
Setting Up Mail Order Manager


 Credit Card
 Merchant
 Account
 Information




                      3. Enter a Card Code and Card Name for a new account and complete
                          the other fields as required. Select the SAVE button when you are
                          finished.

                      æ   Note: When setting up a special card code for use with the Point of
                          Purchase Module, make sure that Card Type is Available on the
                          Web is not selected.
                      For more information about setting up the information associated with
                      the optional Interactive Credit Card Authorization System, see Chapter
                      10, Setting Up the Interactive Credit Card Authorization System

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Merchant Accounts     Merchant Account Maintenance




  152 Mail Order Manager Setup Guide
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Setting Up Accounts Payable Terms for Suppliers
              You can set up the terms that you have with each supplier, and M.O.M.
              uses the information to help you manage your payables by age and
              discount opportunities in the A/P Aging Report.

              To setup default terms for a supplier,

             1. On the Main Menu Bar,
                Click on:  Maintain
                           System Information
                           Global Parameters
              The Global Parameter Maintenance screen is displayed.

             2. Select the Accounting tab.
Accounting
Tab




             3. At the top right of the screen, enter the A/P terms.
              æ Wherethe Default Terms percentage available if the invoice Net ZZ.
                Note:
                       XX = a discount
                                       are expressed as XX % YY Days,
                                                                           is paid
                 within YY days, and ZZ = the number of days that a customer has
                 to pay the invoice.
              To define the terms for a supplier,

             4. On the Main Menu Bar,
                Click on:   Product
                            Maintain Suppliers
              The Supplier Lookup screen is displayed.
                                                       Mail Order Manager Setup Guide 153
Setting Up Mail Order Manager

                      5. Select the Supplier for which you want to establish terms.
                      The Supplier Information screen is displayed.
 Supplier
 Information




                      6. Select the Accounting tab.
                      7. If you have an open account with the supplier, click on the top
                         radio button for Payment Terms and enter a discount %, the
                         number of Days to pay by to receive the discount, and the Net
                         terms (30 days, etc.) If no discount applies, just enter the Net terms.
                      8. If you do not have an open account and must either prepay or pay
                         COD to the supplier, click on the COD/Pre-Pay radio button.
                      9. Select the SAVE button when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about                   See
                      Setting Up A/P Terms for Suppliers      Supplier Maintenance


Setting Up Default Customer Terms
                      For companies that open bill their customers, M.O.M. lets you establish
                      default accounts receivable terms for all customers.

                      æ ride the defaultalso establish terms for Setting Up customer that over-
                        Note: You can
                                         terms. See Viewing or
                                                                 a specific
                                                                            Customer
                          Financial Information in the Chapter 1 of the Reference Guide.
                      To establish default terms,


  154 Mail Order Manager Setup Guide
                                            Chapter 4 Setting Up Accounting Information

             1. On the Main Menu Bar,
                Click on: Maintain
                          System Information
                          Global Parameters
             The Global Parameter Maintenance screen is displayed.

             2. Select the Accounting tab.
Accounting
Tab




             3. At the top right of the screen, enter the A/R terms.
             æ Wherethe Default Terms percentage available if the invoice Net ZZ.
               Note:
                      XX = a discount
                                      are expressed as XX % YY Days,
                                                                          is paid
                within YY days, and ZZ = the number of days that a customer has
                to pay the invoice.
             4. Optionally, enter an Opening Credit Limit for customers who pay
                by invoice.
             5. Optionally, select Apply Terms discount for Account Receivables
                merchandise total amount only in the Business Rules section. This
                will apply the discount only on the billed merchandise not on the
                total billed amount which includes tax, shipping & merchandise.
             6. In the Use ____ For Avg Days To Pay Basis option, select to use
                either the Invoice Date or the Due Date to calculate the average
                number of days that a customer takes to pay an open invoice. This
                calculation is displayed in the Financial tab of the Customer
                Maintenance screen.
             7. Select the SAVE button when you are finished.


                                                       Mail Order Manager Setup Guide 155
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about              See
                      Setting Up Default Terms           Global Parameters
                                                         Maintenance-Accounting


Setting Up COD and Open Invoice Order Payment Rules
                      To help protect you from potentially unpaid orders, M.O.M enables
                      you to globally require cash payment for all COD orders and to extend
                      open invoicing only to a customer with an established customer credit
                      limit.

                      To set up either of these rules,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameter Maintenance screen is displayed.

                      2. Select the Accounting tab. (See the screen on the previous page.)
                      3. In the Business Rules section of the screen, check the box for
                         Customer Must Have a Credit Limit Established for Open
                         Invoicing to prevent a customer who has not yet been set up with
                         a credit limit from ordering on open invoice.
                      4. Check the box for Cash Only Required On All COD Orders to
                         automatically over-ride the order entry selection choice for Cash or
                         Customer Check on COD orders.
                      5. Select the SAVE button when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about          See
                      Setting Up Accounting Business Global Parameters
                      Rules                          Maintenance-Accounting




  156 Mail Order Manager Setup Guide
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Setting up Allowed Forms of Payment
              M.O.M. accepts many different forms of payments, however according
              to your business rules or account setup you may not accept a few of
              those payment types. M.O.M. allows you to disable specific payment
              types so they cannot be chosen during order entry.

              1. On the Main Menu Bar,
                 Click on:  Maintain
                            System Information
                            Global Parameters
              Select the Accounting tab.

              2. In the Allowed Forms of Payment section, check the payment
                 options you would like to make available. There are two separate
                 lists for M.O.M. orders and for Retail orders using the Point of
                 Purchase Module.

              See Also
              Mail Order Manager Help
              For information about           See
              Setting Up Payment Options      Global Parameters
                                              Maintenance-Accounting


Setting Up the General Ledger Interface
              Although M.O.M. itself does not have a general ledger built into the
              system, the M.O.M. journal transaction files for accounts payable and
              accounts receivable can be posted to an external general ledger system
              of your choice.

              Defining General Ledger Interface Accounts
              M.O.M. provides a special screen to “map” the M.O.M. journal
              accounts to your external general ledger accounts. The information in
              this screen needs be completed if you want to post your M.O.M. A/P
              and A/R transaction journals to an external general ledger.

              To set up your general ledger accounts,




                                                        Mail Order Manager Setup Guide 157
Setting Up Mail Order Manager

                      1. On the Main Menu Bar,
                         Click on:  Maintain
                                    Accounting Information
                                    G/L Interface
                      The Maintain General Ledger screen is displayed.
 Maintain
 General
 Ledger




                      2. To define a general ledger account number for a M.O.M. journal
                        account, select (highlight) the M.O.M. journal account in the list and
                        select the SELECT button.
                      The General Ledger Account Entry screen is displayed.
 Maintain
 General
 Ledger




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                               Chapter 4 Setting Up Accounting Information

3. Enter the Account Number from your general ledger software to
   which you want to post the selected M.O.M. Journal Account.
4. If you are starting to use M.O.M. in the middle of your financial
   year, you might also want to enter a starting figure for the account
   in the Adjusting Balance field. This would be the amount
   currently in your general ledger account. The figure entered does
   not affect any posting balance but is displayed in the Current
   Balance column on the Maintain General Ledger screen.

Select the SAVE button to return to the Maintain General Ledger
screen.

Creating Departments (sub-accounts)
For some accounts in the G/L Maintenance Screen you can set up
departments or sub-accounts with their own unique identification.
There are five accounts that allow you to create departments.

  Purchase Adjustments
  Sales
  Cost of Goods
  Sales Returns
  Payment Adjustments
When set up, these departments enable you to post to your G/L
package specific amounts for special categories within the larger
account.

The departments for Sales, Cost of Goods, and Returns are used by
some companies to have individual product sales or sales by type of
product reported to a specific sub-account. All three are available in
pull-down lists in the Inventory tab of the Maintain Stock Item
function.

The departments for Purchase Adjustments and Payment Adjustments
are used primarily to handle certain instances of order payment, for
instance redeemed points from a points and rewards program, bad
checks, etc. These departments are available in a pull-down list
whenever an order adjustment sub-account selection is required.

To create a department,

1. On the Maintain General Ledger screen, select the CREATE
   DEPARTMENT button.

                                          Mail Order Manager Setup Guide 159
Setting Up Mail Order Manager

                      The General Ledger Account Entry pop-up screen is displayed. (See
                      the picture on the previous page.)

                      2. Enter the Dept Code for the department.
                      3. Enter the Account Number from your general ledger software to
                         which you want to post the selected M.O.M. Journal Account.
                      4. Enter the Title for the Department.
                      5. If you are starting to use M.O.M. in the middle of your financial
                         year, you might also want to enter a starting figure for the account
                         in the Adjusting Balance field. This would be the amount
                         currently in your general ledger account. The figure entered does
                         not affect any posting balance but is displayed in the Current
                         Balance column on the Maintain General Ledger screen.
                      6. Select the SAVE button to return to the Maintain General Ledger
                         screen.

                      Selecting a G/L Accounting Program and Export File Paths
                      M.O.M. provides an interface to several of the most popular general
                      ledger accounting programs. You can also specify the file name and
                      file paths for the Accounts Payable and Accounts Receivable posting
                      files.

                      To make these selections,

                      1. On the Main Menu Bar,
                         Click on:  Maintain
                                    System Information
                                    Global Parameters
                      The Maintain Global Parameters screen is displayed.




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             2. Select the Accounting tab.
Accounting
Tab




             3. Use the General Accounting Package list box to select the
                accounting package that you are using. Depending on your
                selection, the two additional check-box options may or may not be
                available.
                Create a Separate A/R Journal Entry for Each Day’s Activity -
                Check this box to have M.O.M. post subtotals by day by account
                instead of just a summary for the period being posted.
                Send Vendor Bills to G/L Package For Payment - Check this box
                to post the vendor amounts payable to your accounting package
                before you pay them in M.O.M.’s Pay Suppliers function. This
                enables you to pay vendors in your accounting system instead of
                M.O.M.
             4. To change the file name and/or path for the Accounts Receivable
                Export File,

                Click on:
             The standard Windows Save As screen is displayed.

             5. Enter the path and/or file name.

             6. To change the file name and/or path for the Accounts Payable
                Export File,

                Click on:
             The standard Windows Save As screen is displayed.

                                                      Mail Order Manager Setup Guide 161
Setting Up Mail Order Manager

                      7. Enter the path and/or file name.
                      8. Select the SAVE button when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about         See
                      Setting Up the G/L Interface  G/L Interface Maintenance
                                                    Global Parameters
                                                    Maintenance-Accounting
                      Mail Order Manager Accounting Accounting Methodology


Establishing Inventory Valuation Method
                      There are three options to determine how inventory is to be valued,

                      1. On the Main Menu Bar,
                          Click on:    Maintain
                                       System Information
                                       Global Parameters
                      2. Select the Accounting tab. (See the previous screen.)
                      3. In the Inventory Accounting Method section of the screen, use the
                         pull-down menu in the Inventory Accounting Method field to
                         select one of the following:
                         Average Cost - M.O.M. updates the value of your entire inventory
                         each time you receive product from suppliers by averaging the buy
                         price for all items in inventory at the time of each delivery.
                         Last in First Out (LIFO) - M.O.M. keeps a separate cost lot for each
                         instance of receiving. Stock items from the most recent lot received
                         (last in) are sold before (first out) items from older lots.
                         First In First Out (FIFO) - M.O.M. keeps a separate cost lot for each
                         instance of product receiving. Stock items from the oldest lot (first
                         in) are sold (first out) before selling the most recent lots.
                      4. Select the SAVE Button when you are finished.
                      æ   Note: Changing inventory valuation methods in “mid-stream” has
                          certain limitations and consequences. Before changing any
                          inventory valuation methods consult with your business financial
                          advisor and then refer to the On-Line Help entry on Inventory
                          Valuation Methods for details.




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See Also
Mail Order Manager Help
For information about          See
Inventory Valuation Method     Global Parameters
                               Maintenance - Accounting
                               Inventory Valuation Methods
Changing Valuation Method      Inventory Valuation Methods




                                        Mail Order Manager Setup Guide 163
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  164 Mail Order Manager Setup Guide
                                             Chapter 5 Setting Up Shipping Information


Chapter 5

Setting Up Shipping Information
            This chapter provides detailed instruction on the following:

              Setting Up Shipping Methods
              Setting Up Carrier Zones and Rates for Shipping Methods
              Establishing Customer Charges for Shipping Methods
              Setting Up Special Shipping Charges for a Stock Item
              Setting Up a Flat Rate Shipping Charge for a Source Key
              Setting Up UPS Call Tag Service
              Determining Carrier Calculated Declared Value
              Allocating COD Charges for Orders Shipped in Multiple Boxes
              Setting Up the UPS OnLine Compatible Interface
              Setting Up Interfaces to Other Shipping Systems
              Setting Up the Interface for an Electronic Bench Scale
              Making Special Settings for Drop Shipments




                                                      Mail Order Manager Setup Guide 165
Setting Up Mail Order Manager

Setting Up Shipping Methods
                      In M.O.M., a shipping method is any particular type of service used to
                      transport packages to your customers.

                      For example, UPS has many shipping methods for domestic shipping
                      including: Standard-Ground (Residential), Standard-Ground
                      (Commercial), Three-Day Select, Second-Day Air Parcel, Second-Day
                      Air Letter, Next Day Air Parcel, Next Day Early AM Parcel, Next Day Air
                      Letter, and Next Day Early AM Letter. So, for UPS there is one carrier,
                      but multiple separate shipping methods, each of which must be
                      maintained using this function. Additional UPS services such as Adult
                      Signature Requirements and Shipper Release are also supported by
                      M.O.M. These services can be added to a package at the time it is
                      entered as an order or when it is being packed using the Packer’s
                      Workstation. Call Tag service is also supported and can be requested
                      in Order Review when required.

                      To save you time, M.O.M. comes with several pre-set shipping
                      methods for the most frequently used carriers. Additional shipping
                      methods can be set up if they are required. You can print a listing of
                      all of the preset shipping methods in the Listing menu of the Reports
                      option on the Main Menu Bar.

                      To set up a new shipping method or to change the information for an
                      existing method,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   Shipping Information
                                   Shipping Methods
                      The Shipping Method Lookup screen is displayed.




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                                               Chapter 5 Setting Up Shipping Information



Shipping
Method
Lookup




               2. For an existing shipping method, use the lookup screen to find and
                 select the method and display the Shipping Methods Maintenance
                 screen.
               For a new method, select the NEW button to display the Shipping
               Methods Maintenance screen.

               3. Select the General Information tab.
Shipping
Method
Maintenance-
General
Information




                                                        Mail Order Manager Setup Guide 167
Setting Up Mail Order Manager

                      4. Enter a Shipping Method Code and Description for a new method
                         and complete the other fields as required. Select the SAVE button
                         when you are finished.

                       è they no longer appearto remove existingorder entry, should so that
                         Hint: Users who wish
                                               as options during
                                                                 shipping methods
                                                                                    use the
                          INACTIVE SHIPPING METHOD flag located above the method
                          description. This will prevent the method from being displayed in
                          search screens while continuing to keep its history intact.

                      æ Automatic Shipping Calculations are only forause withdimmed, the
                        Note: Some fields on this screen
                                                         Module. If field is
                                                                              the optional

                          Automatic Shipping Calculations Module has not been installed.
                      5. Optionally, Use the Shipment Confirm URL field to enter the web
                         address that can the customer can use for tracking a package
                         shipped using this method, If left blank, the default tracking URL
                         will be used (UPS, USPS, FedEx, and DHL only). Be sure to enter
                         <<trackingno>> where the tracking number should be to allow
                         M.O.M. to automatically populate the tracking number. If a URL has
                         already been entered for this carrier, simply select it from the drop
                         down list.

                      Google Checkout
                      For SiteLINK Users that utilize Google Checkout as a payment method
                      for their customers they must make certain shipping methods available
                      For more information about setting up Google Checkout in SiteLINK,
                      see Setting up Google Checkout Payments for Shoppers in Chapter 3 of
                      the SiteLINK Reference Guide.

                      æ Google Checkout andatitleast one shipping method available forno
                        Note: You must have
                                                is highly recommended that you have
                          more than 5.
                      1. Enter Carrier and Service Information for this method in the
                         Description field. Shoppers will see this information when
                         selecting a method.
                      2. Google Checkout is required to communicate with your SiteLINK
                         store to determine the charges for any given order. If this
                         communication fails, the customer will be charged the value
                         entered in the Default Charge for shipping.




  168 Mail Order Manager Setup Guide
                                              Chapter 5 Setting Up Shipping Information

              See Also
              Mail Order Manager Help
              For information about           See
              Setting Up Shipping Methods     Shipping Method Maintenance-
                                              Overview
                                              Shipping Method Maintenance-
                                              General Information
              Carriers and Shipping Methods Carrier and Shipping Method
                                              Methodology
              Automatic Shipping Calculations Automatic Shipping
              Module                          Calculations Module


Setting Up Carrier Zones and Rates for Shipping Methods
              If you have the Automatic Shipping Calculations Module installed with
              your M.O.M. system, you need to set up the information that tells
              M.O.M. how much a carrier charges you to ship a package to your
              customer.

              Setting Up Zones for a Shipping Method
              Most shipping companies divide the nation and world into shipping
              “zones” based on your local address. A shipping zone is usually based
              on the difference between the origin ZIP Code and the destination ZIP
              Code. For instance, a parcel shipped from New York to California via
              UPS is calculated as Zone 6 according to UPS. A parcel shipped from
              New York to New Jersey is calculated as Zone 1.

              Naturally, the package going to California from New York is more
              expensive to ship than the one going to New Jersey. Because each
              M.O.M. user has a different company address, you must set up the
              shipping zone tables for each shipping method that you use.

              To set up or maintain a shipping zone table for a shipping method,

             1. On the Shipping Methods Maintenance screen, select the Zone
                Table tab.




                                                       Mail Order Manager Setup Guide 169
Setting Up Mail Order Manager


 Shipping
 Method
 Maintenance-
 Zone Table




                      2. If you are maintaining either a UPS or FedEx shipping method, you
                          can automatically set up all of the zones for all shipping methods
                          for that carrier at once. You must have your original M.O.M. Main
                          System Installation CD-ROM to use this feature. Select the AUTO
                          SETUP button, and enter your ZIP code when prompted. You must
                          do this for at least one UPS shipping method and at least one FedEx
                          method. If you move your company and need to change the ZIP
                          Code at some point in the future, just run the AUTO SETUP feature
                          again.

                      æ   Note: For multi-warehouse use with the optional Advanced
                          Warehouse Module, the Auto Zone program distributed in the
                          shipping update sets up UPS and/or FedEx zones for all
                          warehouses automatically. You do not have to select any particular
                          warehouse and no zip code entry is required.
                      3. To set up zones manually, obtain a copy of the zone chart for your
                         business location from the carrier for the shipping method. You
                         need this information to make the proper entries in the zone tables.
                      4. To set up a zone, select the NEW button. The Zone Information
                         pop-up screen is displayed.

                      æ  Note: If you have the Advanced Warehouse Module and want to
                         manually set up a zone table for a warehouse, use the Warehouse
                         Location pull-down menu to select a warehouse and display the
                         Zone Information screen for that warehouse.


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Shipping
Method
Maintenance-
Zone
Information




               5. Enter the From Zip (low value) and To Zip (high value) and the
                    corresponding Zone from the carrier’s zone chart. When you have
                    completed all the entries, select the SAVE button.
               6.   Repeat Steps 4 and 5 above until all of the zones have been entered
                    for the shipping method.
               7.   To make changes to a zone, select the EDIT button to display the
                    Zone Information pop-up screen.
               8.   To delete a zone, select the REMOVE button.
               9.   Repeat the above procedure (steps 1, 3, 4 and 5) for each shipping
                    method for which zones must be manually established.

               Setting Up Carrier Rates for a Shipping Method
               A carrier rate is the amount that a carrier charges you to deliver a
               package of a certain weight to a carrier zone. The M.O.M. Automatic
               Shipping Calculations Module contains the rates for all of the carriers
               associated with the pre-set shipping methods in the system, UPS,
               FedEx, DHL, and USPS. For this reason, it is not necessary to maintain
               rates for any shipping method associated with one of these carriers.
               For any shipping method associated with any of these carriers, the
               Rate Tab is dimmed and unavailable.

               If you are setting up a shipping method for a carrier that is not
               included with the Automatic Shipping Calculations Module, you need
               to set up the Rate Table for the shipping method.


                                                          Mail Order Manager Setup Guide 171
Setting Up Mail Order Manager

                      To set up or maintain a rate table for a shipping method,

                      1. On the Shipping Methods Maintenance screen, select the Rate
                         Table tab.
 Shipping
 Method
 Maintenance-
 Rate
 Information




                      2. Select the NEW button.
                      The Rate Information pop-up screen is displayed.
 Shipping
 Method
 Maintenance-
 Rate
 Information




                      3. Enter the carrier Zone.
                      4. Enter the Low Weight and High Weight and the corresponding
                         Charge from the carrier’s rate chart.


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             5. When you have completed making the entries, select the SAVE
                  button.
             6.   Repeat Steps 1-4 above until all of the rates have been entered.
             7.   When all of the rates have been entered, select the SAVE button on
                  the Rates Table tab.
             8.   To make changes to a rate, select the EDIT button to display the
                  Rate Information pop-up screen.
             9.   To delete a rate, select the REMOVE button.

             See Also
             Mail Order Manager Help
             For information about             See
             Setting Up Carrier Zones          Shipping Method Maintenance-
                                               Zone Table
             Setting Up Carrier Rates          Shipping Method Maintenance-
                                               Rate Table


Establishing Customer Charges for Shipping Methods
             With the Automatic Shipping Calculations Module you can create
             special customer shipping charges for each shipping method that you
             set up in your M.O.M. system. Using this feature, you can charge
             customers shipping charges based on the number of items in an order,
             the total dollar value of the order, the shipping weight, etc. And
             because you establish customer charges for each shipping method,
             you can control exactly how much and under what circumstances a
             customer is to be charged for shipping via ground service, 2nd Day,
             Next Day, etc.

             Setting Up Charges Based on Order Total
             1. On the Shipping Methods Maintenance screen, select the Customer
                  Shipping Charges tab and select the Merchandise Total Range
                  Charges sub tab.




                                                        Mail Order Manager Setup Guide 173
Setting Up Mail Order Manager


 Shipping
 Method
 Maintenance-

 Customer
 Shipping
 Charges-

 Merchandise
 Total
 Range Charges




                      2. To create an Order Total range, enter a From $ (low value) and To
                         $(high value). For each total range, enter either an Exact Charge
                         for shipping or choose to calculate shipping as a % Of Total.
                      3. Optionally, check the box titled Calculate Merchandise Total
                         Separately for Each Ship-to Address to provide a shipping
                         calculation for each address on orders with multiple shipping
                         addresses.

                      æ  Note: Order Total charges can be combined with any of the Per
                         Package Charges on the Basic Charges sub tab. When combined,
                         total charges are always charged on the first shipment only.

                      Setting Up Charges based on Other Order Information
                      1. On the Shipping Methods Maintenance screen, select the Customer
                          Shipping Charges tab and select the Basic Charges sub tab.




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Shipping
Method
Maintenance-

Customer
Shipping
Charges-

Basic Charges




                2. For each Per Package Charge option, select the Amount (or
                   percentage in the case of Actual Charges) and When to Charge the
                   customer. More than one Per Package Charge may be used to create
                   your customer charges for the shipping method. In addition, any
                   Per Package Charge on the Basic Charges sub tab can be combined
                   with the Order Total charges set up on the Merchandise Total Range
                   Charges sub tab.
                3. For each Per Manifest Charge option, select the Amount and
                   When to Charge the customer. More than one Per Manifest Charge
                   may be used to create your customer charges for the shipping.

                è individual line items in customer shipping method foruse Per Item
                  Hint: If you often select a special
                                                      orders, you should
                                                                         one or more

                   Charge, Per Pound Charge/Weight Range Charge or Actual Charges.
                   Only those types of charges will calculate charges for a single line
                   item.

                See Also
                Mail Order Manager Help
                For information about            See
                Setting Up Customer Shipping     Shipping Method Maintenance-
                Charges                          Customer Shipping Charges




                                                          Mail Order Manager Setup Guide 175
Setting Up Mail Order Manager

Setting Up Special Shipping Charges for a Stock Item
                      M.O.M. lets you set up special “extra” customer shipping charges on
                      an item. You need the Automatic Shipping Calculations Module to set
                      up these types of customer shipping charges. Any special shipping
                      charges set up for an item are automatically added to any other
                      shipping charges that M.O.M. calculates from the parameters you
                      establish in the Maintain Shipping Methods function.

                      To set up an extra shipping charge for a stock item,

                      1. On the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      The Stock Item Lookup screen is displayed. (See Chapter 2, Setting Up
                      Suppliers and Stock Information.)

                      2. Use the lookup screen to find and select the item and display the
                         Stock Item Information screen.
 Stock Item
 Information -
 General
 Information




                      3. On the General tab in the Stock Item Information screen, enter the
                         extra shipping charge for the item in the Product Specific
                         Shipping Charges.
                      4. Select the SAVE button when you are finished.




  176 Mail Order Manager Setup Guide
                                               Chapter 5 Setting Up Shipping Information

              See Also
              Mail Order Manager Help
              For information about            See
              Setting Up an Extra Shipping     Stock Item Maintenance-
              Charge for an Item               General Information


Setting Up a Flat Rate Shipping Charge for a Source Key
              In some cases, a flat rate shipping charge is promoted to a customer in
              a space advertisement or special offer. For example, “Include $4.00 for
              shipping and handling.” For these situations, M.O.M. lets you charge a
              flat shipping rate along with recording the other information that you
              set up for the advertising Source Key. This flat rate charge is
              automatically applied in place of any other customer shipping charge
              to any order that is entered with the particular source key.

              To set up a flat rate shipping charge for a source key,

              1. On the Main Menu Bar,
                 Click on:  Maintain
                            Advertising Information
                            Source Keys
              The Source Key Lookup screen is displayed. (See Chapter 3, Setting Up
              Advertising and Marketing Information.)

              2. Use the lookup screen to find and select the source key and display
                 the Source Key Information screen.




                                                        Mail Order Manager Setup Guide 177
Setting Up Mail Order Manager


 Source Key
 Information




                      3. In the Shipping Information area of the screen, check the box for
                         Use Flat Rate Shipping.
                      4. Enter the flat Shipping Rate.
                      5. Select SAVE when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      Setting Up a Flat Shipping Rate Source Key Maintenance
                       for a Source Key


Setting Up UPS Call Tag Service
                      M.O.M. considers a UPS Call Tag a special type of stock item.

                      Whenever you want to “call back” a customer order, the special item
                      for Call Tag service is added to the order by selecting the CALL TAG
                      ITEM button in the Packaging tab of the Order Review screen or
                      simply by entering it as a line item just like any other line item.

                      To set up the special Call Tag item,

                      1. On the Main Menu Bar,
                         Click on:     Product
                                       Maintain Stock Items

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              The Stock Item Lookup screen is displayed.

              2. Select the NEW button to display the Stock Item Information screen.
              The General tab is displayed.
Stock Item
Information




              3. In the Stock Number field,
                  Type: CALL TAG (include the space between the two words)
              4. In the Description field,
                  Type: UPS Call Tag Service (or whatever description you want to
                  give the item)
              5. Select the Inventory tab.
              6. In the Units in Stock field, enter a high number. On an on-going
                  basis, you must maintain inventory for the item.
              7. Select the Pricing tab.
              8. In the Normal Retail Selling Price field, enter the price that you
                 want to charge your customer for the service. (The price can be
                 $0.00 if you do not want to charge for the service.)
              9. Select the SAVE button. No other entries are required because all of
                 the other information for the Call Tag item is automatically set up by
                 M.O.M.

              æ  Note: For the UPS Online Compatible Interface, the Call Tag product
                 must be set up as a non-service item and must have units in
                 inventory.



                                                         Mail Order Manager Setup Guide 179
Setting Up Mail Order Manager

Determining Carrier Calculated Declared Value
                      If a package is lost or damaged by the carrier, the contents value may
                      be reimbursed by the carrier. M.O.M. lets you select how the declared
                      value is calculated for insurance purposes for each carrier, based on
                      retail selling price, your cost, or no value.

                      To make this setting,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   Shipping Information
                                   Shipping Methods
                      The Shipping Method Lookup screen is displayed.

                      2. Select the Shipping Method.
 Shipping
 Method
 Maintenance-
 General
 Information




                      3. In the Carrier Insurance Charge box, use the Declared Value
                         Based On list box to determine how you want the contents value
                         to be calculated. “None” assumes no value.
                      4. Select the SAVE button when you are finished.




  180 Mail Order Manager Setup Guide
                                              Chapter 5 Setting Up Shipping Information

              See Also
              Mail Order Manager Help
              For information about           See
              Setting Up a Stock Item         Stock Maintenance-Overview
              Setting Declared Value          Shipping Method
                                              Maintenance-General Information


Allocating COD Charges for Orders Shipped in Multiple Boxes
              When an order is paid COD and is shipped in more than one box,
              many companies prefer to have an individual COD tag for the
              appropriate amount for each box in the shipment. This prevents a
              customer from accepting only the boxes in the shipment without COD
              amounts due and refusing the box with the single COD amount. If you
              want to save your customers extra COD charges and prefer only one
              COD tag in a shipment regardless of how many individual boxes in
              that shipment, M.O.M. provides an option to let you determine the rule
              for multi-box situations.

              To set this preference,

             1. On the Main Menu Bar,
                Click on:  Maintain
                           System Information
                           Global Parameters
              The Global Parameter Maintenance screen is displayed.

             2. Select the Shipping tab.




                                                       Mail Order Manager Setup Guide 181
Setting Up Mail Order Manager

                      3. Select the Misc sub tab.
 Global
 Parameters-
 Shipping Tab-
 Misc. Tab




                      4. To print a COD tag for each box in a multiple-box shipment and
                         allocate charges accordingly, click on “Allocate Charges On Boxes”
                         for the COD Tags field in the Shipping Preferences section.

                      To combine all charges into one COD tag to attach to only one box
                      regardless of how many individual boxes are in a shipment, click on
                      “Make Only One Tag.”

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      COD Tag Charge Allocation       Global Parameters
                                                      Maintenance-Shipping


Setting Up the UPS OnLine Compatible Interface
                      If you have the optional Automatic Shipping Calculations Module
                      installed with your M.O.M. system, you automatically have the UPS
                      OnLine Compatible Interface built in to your M.O.M. system. With UPS
                      OnLine, you eliminate the need to use any other UPS or third-party
                      shipping system for your UPS shipping.

                      UPS OnLine takes the package information for each order and uploads
                      the information directly to UPS using a modem connection. For order
                      processing, UPS OnLine in M.O.M. enables you to print the UPS bar-

  182 Mail Order Manager Setup Guide
                                                Chapter 5 Setting Up Shipping Information

              coded tracking labels as a part of your M.O.M. Order Processing. After
              shipping, UPS OnLine updates M.O.M. with package tracking numbers
              which can then be viewed in the Packaging tab of the Order Review
              screen.

              All of the instructions for setting up the UPS OnLine Compatible
              Interface are contained in the M.O.M. On-Line Help.

              See
              Mail Order Manager Help
              For information about             See
              Setting Up the UPS OnLine         UPS Shipping System Interface
                                                Compatible Interface


Setting Up Interfaces to Other Shipping Systems
              In addition to UPS OnLine, if you have the optional Automatic
              Shipping Calculations Module installed with your M.O.M. system,
              M.O.M. enables you to interface to several other shipping systems,
              including:

                United States Postal Service (USPS)
                Fed-Ex
                Other 3rd Party Systems
              Additional systems are added periodically, and you should check with
              your Dydacomp sales representative for the most current list.

              All of the instructions for setting up these additional interfaces are
              contained in the M.O.M. On-Line Help.

              See
              Mail Order Manager Help
              For information about             See
              Additional Shipping Interfaces    Shipping System Interfaces


Setting Up the Interface for an Electronic Bench Scale
              M.O.M. lets you hook-up an electronic bench scale for weighing
              packages with the Packer’s Workstation for order processing.

              æ interface settings be M.O.M. installation, it is required that the scale
                Note: On a network
                                      the same for all workstations using scales.

                                                         Mail Order Manager Setup Guide 183
Setting Up Mail Order Manager

                          Complete the steps in this procedure for each M.O.M. workstation
                          on the network.
                      To set up the interface in M.O.M. for the scale,

                      1. On the Main Menu Bar,
                         Click on:  Maintain
                                    System Information
                                    Global Parameters
                      The Maintain Global Parameters screen is displayed.

                      2. Select the Shipping tab. (See the screen earlier in this chapter.)
                      3. Select the Misc sub tab.
                      4. In the Scale Interface area of the screen, make the settings for
                         Port, Baud Rate, Data Bits, Parity, and Stop Bits. These settings
                         determine the M.O.M.-to-scale and scale-to-M.O.M. communication.


                      æ Note: Dydacomp recommends that you use a Trancesare available
                        scale for use with your M.O.M. system. These scales
                                                                            Model SP 100

                          from Dydacomp. Contact your Dydacomp sales representative.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting Up the Scale Interface    Global Parameters
                                                        Maintenance-Shipping
                                                        Automatic Shipping
                                                        Calculations Module


Making Special Settings for Drop Shipments
                      There are certain universal settings that affect the way your M.O.M.
                      system handles drop shipping and drop ship items.

                      To make these settings,

                      1. On the Main Menu Bar,
                         Click on:  Maintain
                                    System Information
                                    Global Parameters
                      The Maintain Global Parameters screen is displayed.


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                                  Chapter 5 Setting Up Shipping Information

2. Select the Shipping tab. (See the screen picture earlier in this
   section.)
3. Select the Misc sub tab
In the Drop Shipping Preferences area of the screen,

4. Check the box for Verify Before Invoicing if you want M.O.M. to
    treat drop shipped items as “backordered items” when entered on a
    customer order. In this case, the customer is not invoiced until you
    receive confirmation from your supplier that an item has actually
    been shipped. Leave the box empty, only if you want M.O.M. to
    assume that your supplier is shipping the item as soon as you fax
    the purchase order to them. In this case, the customer is invoiced in
    the very next run of Batch Order Processing.

æ   Note: In either case above, a customer’s credit card is always
    charged up-front to protect you from a card problem occurring after
    the supplier has already shipped an item.
5. Check the box for Print Drop Shipping Box Labels, if you want
    M.O.M. to print a shipping label for each drop ship purchase order.
    Most drop shippers print their own shipping label for packages
    shipped to your customer. For those drop shippers that do not,
    M.O.M. supports a special drop ship purchase order including one
    with an integrated box label right on the form. For this reason, most
    companies do not require separate shipping labels for their drop
    shippers and the above check box is not checked.

See Also
Mail Order Manager Help
For information about                   See
Special Settings for Drop Shipping      Global Parameters
                                        Maintenance-Shipping
Purchase Order Form Options for         Global Parameters
Drop Shipper Purchase Orders            Maintenance-Forms




                                           Mail Order Manager Setup Guide 185
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  186 Mail Order Manager Setup Guide
                                     Chapter 6 Setting Up Special Customer Information


Chapter 6

Setting Up Special Customer Information
            This chapter provides detailed instruction on the following:

              Establishing Customer Type Codes
              Creating Special Customer Demographics Information Screens
              Establishing Customer Honorifics and Salutations




                                                      Mail Order Manager Setup Guide 187
Setting Up Mail Order Manager

Establishing Customer Type Codes
                      To help you classify different types of customers or specific customer
                      situations, M.O.M. lets you create a three-part customer code. Each
                      part of the code is in fact a separate type code, and each type code
                      can be used to identify something unique about the customer. Type
                      Code 1 is 1 character in length, Type Code 2 is 2 characters in length,
                      and Type Code 3 is 4 characters in length.

                      In addition to serving as a means to quickly “profile” a customer, the
                      type codes can also be used when building target lists using the
                      optional List Management Module, as report queries throughout the
                      system, as well as establishing special prices for stock items based on
                      customer type.

                      Unlike other maintainable objects in the M.O.M. system, customer type
                      codes do not necessarily have to be set up in advance. A special
                      preference in the Maintain Global Parameters function enables a new
                      code to be added “on the fly” while using the customer information
                      screen. Some companies prefer to allow the creation of new codes in
                      this manner, while others predefine codes.

                      To set up a new customer type code,

                      1. On the Main Menu Bar,
                         Click on:    Maintain
                                      Customer Information
                                      Customer Type Codes
                      2. Select either Type Code 1, 2, or 3 from the drop down list.
                      The Customer Type Code Lookup screen is displayed.

                      3. To add a new code, select the NEW button. To edit or delete a
                        code, use the SELECT button.
                      The Customer Type Code screen is displayed.




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Customer Type
Code Screen




                4. Enter an alpha numeric code in the Code field and enter the
                   definition of the code in the Description field.
                5. Select the SAVE button to save the new or changed code. Select the
                   DELETE button to delete the code.

                Allowing “On-the-fly” Entry of Customer Type Codes
                To enable or disable this feature,

                1. On the Main Menu Bar,
                   Click on: Maintain
                             System Information
                             Global Parameters
                The Global Parameters Maintenance screen is displayed.

                2. Select the Customer Entry tab.




                                                           Mail Order Manager Setup Guide 189
Setting Up Mail Order Manager


 Customer Entry
 Tab




                      3. In the screen area titled Customer Type Code, check the box for
                         any/all of the three Customer Type Codes to enable a new code not
                         previously set up in the Maintain Customer Type Codes function to
                         be entered in the Customer screen. Uncheck the box to disable this
                         option.
                      4. Select SAVE to exit.

                      See Also
                      Mail Order Manager Help
                      For information about                 See
                      Creating Special Selling Prices for   Stock Maintenance-Pricing
                      Stock Items by Customer Type
                      Creating Target Lists by Customer     List Management Module-
                      Type                                  Overview
                      Setting Up Type Customer Type         Customer Type Code
                      Codes                                 Maintenance




  190 Mail Order Manager Setup Guide
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Creating Special Customer Demographics Information Screens
             The optional List Management Module enables you to create up to 99
             completely customized screens (or total number of 255 fields) to
             capture or maintain special customer information related to your
             company. For instance, SIC codes, information about household
             income, clothing size information, hobby interests, etc. Once created,
             these screens can be accessed for each customer to record the
             information using the Demographics tab in the Customer Information
             Screen. (See Recording Customer Demographics Information in
             Chapter 1 of the User Reference Guide.)

             The customized information on customers can be used in the List
             Management Module to create target lists based on any of the fields,
             and in many of the profit reports to target lists of customers who
             match a certain criteria of customized information.

             All of the items on the demographic screens, as well as their position
             on the screen, color and database variables are under your control.

             To create a new demographics page or modify an existing one see
             Chapter 9 Setting Up Demographics.

             1. On the Main Menu Bar,
               Click on:    Options
                            List Management Module
             2. Or, on the Tool Bar,

               Click on:
             The List Management Module menu is displayed.




                                                       Mail Order Manager Setup Guide 191
Setting Up Mail Order Manager


 List
 Management
 Menu




                      3. On the List Management Menu Bar,
                         Click on:   Maintain
                                     Customer Demographics
                      4. Or, on the Tool Bar,

                         Click on:
                      The first page of the Customer Demographics is displayed.
 Customer
 Demographic
 New Page
 Screen




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              Requiring Demographic Information
              M.O.M. allows you to require a demographics entry when creating a
              new customer record. The user will not be able to move past the
              customer record screen without filling at least one demographic field.

             1. To set this requirement
                Click On:   Maintain
                            System Information
                            Global Parameters
             2. Select the Customer Entry Tab and check the Demographic
                Information is Required option.

              See Also
              Mail Order Manager Help
              For information about         See
              Creating Demographics Screens Customer Demographics
                                            Maintenance
              Demographics Item Edit Screen Demographics Item Edit
              Demographic Information       Global Parameters- Customer Entry
              Requirement                   Tab


Establishing Customer Honorifics and Salutations
              An honorific appears immediately after a name and is used to identify
              special degrees, generations, etc., such as MD, Jr., III, etc. A salutation
              appears immediately before a name and is used to identify male (Mr.),
              female (Ms.), as well as special titles, including Dr., Lt., Rev., etc.
              Because each business may use a different set of salutations and
              honorifics, M.O.M. enables both to be established by you.

              Honorifics
              To set up customer honorifics,

             1. On the Main Menu Bar,
                Click on:   Maintain
                            Customer Information
                            Customer Honorifics
             2. The Customer Honorifics Lookup screen is displayed.
             3. Select the NEW button to add an honorific. Use the SELECT button
                to edit or delete an honorific.


                                                          Mail Order Manager Setup Guide 193
Setting Up Mail Order Manager

                      The Customer Honorific screen is displayed.
 Customer
 Honorific




                      4. For a new honorific, enter the Honorific (Jr., Sr., III, etc.) and
                         optionally enter a description of the honorific in the Description
                         field.
                      5. Select the SAVE button to save the new or changed honorific. Select
                         the DELETE button to delete the honorific.

                      Salutations
                      To set up customer salutations,

                      1. On the Main Menu Bar,
                         Click on:   Maintain
                                     Customer Information
                                     Customer Salutations
                      2. The Customer Salutations Lookup screen is displayed.
                      3. Select the NEW button to add a salutation. Use the SELECT button
                         to edit or delete a salutation.
                      The Customer Salutation screen is displayed




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Customer
Salutation




             4. For a new salutation, enter the Salutation (Mr., Dr., Hon., etc.) and
                optionally enter a description of the salutation in the Description
                field.
             5. Select the SAVE button to save the new or changed salutation. Select
                the DELETE button to delete the salutation.

             See Also
             Mail Order Manager Help
             For information about             See
             Setting Up Honorifics             Customer Honorifics Maintenance
             Setting Up Salutations            Customer SalutationsMaintenance




                                                        Mail Order Manager Setup Guide 195
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  196 Mail Order Manager Setup Guide
                                      Chapter 7 Setting Up the Point of Purchase Module


Chapter 7

Setting Up the Point of Purchase Module
            This chapter provides detailed instruction on defining settings for the
            Point of Purchase Module.




                                                      Mail Order Manager Setup Guide 197
Setting Up Mail Order Manager

Defining Settings for the Point of Purchase Module
                      The optional Point of Purchase (POP) Module allows you to use
                      M.O.M. to enter and transact counter sales taken in a showroom or
                      retail store. The POP Module shares product inventory, related product
                      pricing and purchasing parameters with the main M.O.M. system.

                      To define settings for POP,

                      1. On the Main Menu Bar,
                          Click on: Options
                                    Point of Purchase
                                    Define Settings
                      The Point of Purchase Setting screen is displayed.
 Point of
 Purchase
 Settings Screen




                      2. Enter the name of the store in the Store Name field, and all other
                          address and phone information for your point of sale operation.

                      æ   Note: Because each order needs to have a physical point of sale
                          address for sales tax purposes, you need to enter your store name
                          and address information in the fields provided.
                      3. Optionally, select the Always Scan a Quantity of 1 for All
                          Products checkbox to have a quantity of 1 entered in an order
                          when an item is scanned.




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 4. Select the Type of Cash Drawer being used: either No Built-in Slip-
    in slot for Checks & Credit Card Receipts or Built-in Slip-in
    slot for Checks & Credit Card Receipts. The “No Built-In Slip-In
    Slot” will open the drawer after each transaction, while the “Built-In
    Slip-In Slot” will only open the drawer after a cash transaction.
 5. Select the printer for POP receipts by using the pull-down menu in
    the Printer for POP Receipts field.
 6. Optionally, Check the Print 2 copies of the receipt option, then
    check Only for Credit Card Payments to restrict the option to
    Credit Card POP orders.
 7. If you are using a cash drawer with your workstation, enter the cash
    drawer open sequence in the Cash Drawer Open Sequence field,
    the cut sequence in the Cut Sequence field, the color sequence if
    your printer will print Red ink in the Color Sequence (Red) field,
    the color sequence for the black ink in the Default Color
    Sequence (Black) field.

 æ  Note: If you are using a special receipt printer, you must install it in
    your Windows settings as you would any other printer for
    Windows.
 8. Optionally, enter a Message to be Printed on Receipts. This may
    be a promotional message or a “Thank you for Shopping at Our
    Store.”
 9. Select the Pole Display Interface Port if you will be using a pole
    display.
10. Optionally, enter a Welcome Message to be Shown on The Pole
    Display and Goodbye Message to be Shown on The Pole
    Display. This may be a promotional message or simply a “Thank
    you for Shopping at Our Store”.
11. Optionally, check the Check MICR Reader using a serial
    connection checkbox. Then select the port that your Check Reader
    was assigned to.

ç Scanners M.O.M.USB connection. Any other check scanner will not
  Warning!
           with a
                  is currently designed to use Magtek Check

     be supported.
12. Select the SAVE button.
 æ line, see Chapter 10. on setting up POP for use with ICCAS On-
   Note1: For information


 æ Note2: can behaveup. For information on setting up POP for multiple
   stores
          If you
                 set
                     the Advanced Warehouse Module, multiple retail

     retail locations using the Advanced Warehouse Module, see Chapter
                                             Mail Order Manager Setup Guide 199
Setting Up Mail Order Manager

                          14. For information about the user defined settings for POP in
                          multiple retail locations, see Chapter 1.

                      See Also
                      Mail Order Manager Help
                      For information about                  See
                      Setting Up the Point of Purchase       Point of Purchase (POP)
                      Module                                 Module-Setup Screen
                      User Defined Settings for POP          User Defined Preferences -
                                                             POP Tab
                      Advanced Warehouse Module              Advanced Warehouse Module




  200 Mail Order Manager Setup Guide
                                               Chapter 8 Setting Up Management Tools


Chapter 8

Setting Up Management Tools
            This chapter provides detailed instruction on the following:

              Setting up the Manager’s Dashboard
              Setting Up M.O.M. Chat




                                                     Mail Order Manager Setup Guide 201
Setting Up Mail Order Manager

Setting up the Manager’s Dashboard
                      The Manager’s Dashboard gives you an at-a-glance view of almost all
                      the activity in M.O.M. From Telemarketing Calls completed, to number
                      of orders pending approval, the Dashboard allows you to pull detailed
                      information all in one screen without the need of a report.

                      The Dashboard can be setup on a individual User Basis or by User
                      Roles (For Information on User and User Role Setup, see Chapter 1
                      Setting Up System Users and Assigning Security Levels)

                      To open the User ID or User Role Maintenance screen;

                         Click on:   Maintain
                                     System Information
                                     User Security Profiles
                      For User ID’s choose: User Role Profiles

                      For User Role’s choose: User Profiles

                      Then select the Dashboard tab.

                      User Activity Settings
                      The User Activity tab controls how information on M.O.M. users is
                      displayed.
 User Activity
 Dashboard
 Settings




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1. To enable the User Activity screen, check the option Display Staff
     Performance on the Dashboard
2.   To have a copy of the information displayed on the dashboard sent
     to an e-mail address, check the option Email Staff Performance
     Information In HTML Format To then enter the e-mail address.
3.   To have a copy of the information sent to a mobile phone, check
     the option Send A Text Message Of Staff Performance
     Information To, then enter the mobile phone number along with
     the carrier domain info (e.g. 9735554321@providertext.com).
4.   In the Selection Details section, choose the date range to display in
     the dashboard.
5.   In the User Activity Log section, you can choose the following:
     Display users' login & exit activity log- Check this option to have
     the Dashboard display a separate page listing each user, the time
     and date of their last Log in and Log out, and the duration of their
     time in M.O.M.
     Display telemarketing user activity log- Check this option to have
     the Dashboard display a separate page listing users who have
     phone calls scheduled. It also displays the number of calls assigned,
     the number of calls completed, and the number of calls pending.
     Display Pickers/Packers activity log- Check this option to have the
     Dashboard display a separate page listing the users who are
     assigned as Pickers and/or Packers and their duration of time in the
     Packer' s Workstation.
6.   Finally, check the options to display in the Dashboard page and the
     number of entries for each.

Products Settings
The Products tab controls how profitability information for Stock Items
is displayed.




                                            Mail Order Manager Setup Guide 203
Setting Up Mail Order Manager


 Products
 Dashboard Set-
 tings




                      1. To enable the Products screen, check the option Display
                         Company’s Product Performance on the Dashboard
                      2. To have a copy of the information displayed on the dashboard sent
                         to an e-mail address, check the option Email Company’s Product
                         Performance Information In HTML Format To then enter the e-
                         mail address.
                      3. To have a copy of the information sent to a mobile phone, check
                         the option Send A Text Message Of Company’s Product
                         Performance Information To, then enter the mobile phone
                         number along with the carrier domain (e.g.
                         9735554321@providertext.com).
                      4. In the Selection Details section, choose the date range to display in
                         the dashboard.
                      5. Finally, check the options to display in the Dashboard page and the
                         number of entries for each.




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            Financial Settings
            The Financial tab controls how Financial Information is displayed.
Financial
Dashboard
Settings




            1. To enable the Financial screen, check the option Display
               Company’s Sales and Payment Information on the Dashboard
            2. To have a copy of the information displayed on the dashboard sent
               to an e-mail address, check the option Email Company’s Sales
               and Payments Information In HTML Format To then enter the e-
               mail address.
            3. To have a copy of the information sent to a mobile phone, check
               the option Send A Text Message Of Company’s Sales and
               Payment Information To, then enter the mobile phone number
               along with the carrier domain (e.g. 9735554321@providertext.com).
            4. In the Selection Details section, choose the date range to display in
               the dashboard.
            5. Finally, check the options to display in the Dashboard page.




                                                      Mail Order Manager Setup Guide 205
Setting Up Mail Order Manager

                      Customers Settings
                      The Customers tab controls how Customer Information is displayed.
 Customers
 Dashboard
 Settings




                      1. Check the option Display Customer’s Productivity &
                           Performance on the dashboard to display a list of orders that are
                           On Review and require a Manager' s Approval before they can be
                           processed.
                      2.   To have a copy of the information displayed on the dashboard sent
                           to an e-mail address, check the option Send an Email of
                           Company’s High and Low Customer Profile List To then enter
                           the e-mail address.
                      3.   To have a copy of the information sent to a mobile phone, check
                           the option Send A Text Message Of Company’s High and Low
                           Customer Profile To, then enter the mobile phone number along
                           with the carrier domain (e.g. 9735554321@providertext.com).
                      4.   In the Selection Details section, choose the date range to display in
                           the dashboard.
                      5.   Finally, check the options to display in the Dashboard page and the
                           number of entries for each.




  206 Mail Order Manager Setup Guide
                                                   Chapter 8 Setting Up Management Tools

                 Orders Settings
                 The Orders tab controls how Order Information is displayed.
Orders
Dashboard Set-
tings




                 1. Check the option Display The Orders On Pending Review
                    Activity Log to display a list of orders that are On Review and
                    require a Manager' s Approval before they can be processed.
                 2. Check the option Display The Orders With Pending Processing
                    Status Activity Log to view information on Quotes and Return
                    Merchandise Authorizations.

                 See Also
                 Mail Order Manager Help
                 For information about          See
                 User Dashboard Setup           User Dashboard Settings


Setting Up M.O.M. Chat
                 The M.O.M. Chat feature enables you to interact with other users who
                 are currently logged into M.O.M. Messages can be sent to individual
                 users or displayed for all users to read.

                 To enable M.O.M Chat;

                    Click on:   Maintain
                                System Information
                                Global Parameters


                                                         Mail Order Manager Setup Guide 207
Setting Up Mail Order Manager

                      Then select the Miscellaneous tab.
 Global Parameters
 Miscellaneous
 Tab




                      Check the option Enable MOM Chat. If necessary, change the value
                      in the Use this Port field, consult your network administrator for
                      guidance.




  208 Mail Order Manager Setup Guide
                                                  Chapter 9 Setting Up Demographics


Chapter 9

Setting Up Demographics
            This chapter provides detailed instruction on creating Demographic
            Pages.




                                                    Mail Order Manager Setup Guide 209
Setting Up Mail Order Manager

Creating Demographic Pages
                      M.O.M. gives you the opportunity to create your own fields and track
                      information you may consider vital, but is not appropriate in any of
                      the available fields in M.O.M. Using the Demographics function, you
                      can create your own pages, complete with fields, labels, radio buttons,
                      and checkboxes. This information can then be reviewed by other
                      users, and even queried upon in List Management. M.O.M. allows
                      demographic information to be entered for Stock Items, Suppliers, and
                      Customers.

                      æ Management Module.
                        Note: The Customer Demographics feature requires the List

                      1. Follow the instructions for either entering Setting up Supplier and
                         Stock Item Demographics in Chapter 2 of this guide, or Creating
                         Special Customer Demographics Information Screens in Chapter 6.
                      2. When a new page is created, it is titled “New Page.” Use the buttons
                         on the Demographics Definition tool bar to rename the new page,
                         add new fields and data items to the screen and database. The
                         following table explains the use of each button on the Tool Bar.


      Add text or a prompt to the page. This does not add a data item to the
      demographics database.
      * Add a new character, numeric, or date data field to the page and the
      demographics database. Limited to 253 fields for all pages.
      * Add a new logical (yes/no) data field to the page and the demographics
      database.
      * Add a new free-form memo field to the page and the demographics database.

      *Add a new drop-down selection list to the page and corresponding values to the
      database.
      Add a new demographics page.

      Edit the title of the current demographics page.

      Add a graphic image file to the page.

      Add a new text look-up field.


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                                                             Chapter 9 Setting Up Demographics

                  3. Select the appropriate button from the tool bar. When selected,
                       those buttons marked with an * in the table above display the
                       Demographics Definition Edit screen.
Demographics
Item Edit
Screen

(Character Type
Item
Shown)




                  4. Complete the fields. Note that the Field Name is the name of the
                       item in the demographics database and not the name displayed on
                       the demographics page. For all types of data items except logical, it
                       is necessary to use the “Add Text” toolbar button to add a prompt
                       for the field on the page.
                  5.   When all fields are complete, select the SAVE button. The new item
                       is displayed in the upper right corner of the current Demographics
                       page. Use your mouse to drag and drop the new item where you
                       want it on the page.
                  6.   To modify an existing field on a page, right click on the item on the
                       page to display the Demographics Item Edit screen.
                  7.   Edit the fields for the item as required on the Demographics Item
                       Edit screen. Select the SAVE button.
                  8.   To delete a field, right click on the field on the page to display the
                       Demographics Item Edit screen and select the DELETE button.

                  è longer used.deleting a field, make sureall demographicdata is first
                    Hint: When
                                 To delete a page, delete
                                                            that the field’s
                                                                             fields
                                                                                    no

                       and then proceed to delete the page.




                                                              Mail Order Manager Setup Guide 211
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  212 Mail Order Manager Setup Guide
                    Chapter 10 Setting Up the Interactive Credit Card Authorization System


Chapter 10

Setting Up the Interactive Credit Card Authorization
System
             This chapter provides detailed instruction on the following:

               About the M.O.M. and SiteLINK Internet Gateway
               Setting Up ICCAS




                                                         Mail Order Manager Setup Guide 213
Setting Up Mail Order Manager

About the M.O.M. and SiteLINK Internet Gateway
                      The M.O.M. and SiteLINK Internet Gateway is a unique and
                      proprietary web-based transaction processing system that was created
                      and is maintained by Authorize.net. The software to connect your
                      M.O.M. system to the Gateway is contained in the Interactive Credit
                      Card Authorization System (ICCAS) option for your M.O.M. system.
                      Once ICCAS is installed on your M.O.M. system, the Gateway is
                      available to any workstation with a web connection.

                      The Gateway provides you with the combined ability to approve and
                      charge credit cards and eChecks both in batch or an order-by-order
                      basis. (See Approving Credit Cards and Approving eCheck Payments in
                      Chapter 3 of the Reference Guide.) In both cases, the gateway passes
                      the required information directly to one of several credit card
                      processors for card approval and/or transaction processing using
                      Authorize.net to make the required connection. All card credits and/or
                      debits are made directly to your commercial bank account as specified
                      by you when you enter your merchant information during ICCAS
                      setup.

                      The Gateway contains many powerful features to help you better serve
                      your customers and to manage all of your credit card processing.
                      These features include,

                         Independence from Processors - The Gateway can connect you to
                         most major card processing networks. Because your “gateway
                         connection” is independent from the card processing networks, you
                         are free to shop for better fees on your credit card processing using
                         any one of several available Merchant Service Providers.
                         Level 2 Qualifying Rates - The Gateway enables M.O.M. to pass
                         Level 2 information for corporate credit cards making lower rates
                         available on those transactions. In addition, Card Validation
                         Verification also results in fewer fraudulent transactions and lower
                         rates.
                         Two-Pass Processing - Two-pass enables you to obtain an
                         authorization first for an amount and then actually charge the card
                         later. Because the authorization allows for small changes to the final
                         total, this feature enables you to adjust final charges for shipping
                         costs without having to re-authorize the final amount. In addition,
                         with 2-pass authorization, you can manually override address
                         verification responses and void orders.


  214 Mail Order Manager Setup Guide
                    Chapter 10 Setting Up the Interactive Credit Card Authorization System

               High Speed Processing - Both in batch and for single transaction
               processing, turn-around speed averages about 4 seconds!
               Security and Reliability - Encrypted web-based technology is much
               less susceptible to phone-line disruptions and disconnects.
               On-Line Reporting - Once you are set up, you have secure access to
               your own merchant screen on the web. From a single screen, you
               can access complete reporting on all transaction activity on your
               merchant account.


Setting Up ICCAS
             All of the instructions for the set up and use of ICCAS and the M.O.M.
             and SiteLINK Internet Gateway are contained in the M.O.M. On-Line
             Help. It is also strongly recommended that you contact Dydacomp
             Technical Support to assist you with the entire set up procedure and to
             make specific recommendations for credit card processing networks
             and connections to your bank.

             See
             Mail Order Manager Help
             For information about                    See
             Interactive Credit Card Processing       Interactive Credit Card
             System Option                            Processing System
             Setting Up and Using ICCAS               ICCAS Setup Instructions
                                                      Global Parameters
                                                      Maintenance-ICCAS
             Processing Credit Cards                  Order Processing Methodology
                                                      Credit Card Processing-Batch
                                                      Credit Card Processing-Single
                                                      Card
             Processing eCheck                        eCheck Processing-Batch




                                                         Mail Order Manager Setup Guide 215
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  216 Mail Order Manager Setup Guide
                                         Chapter 11 Setting Up the Import/Export Module


Chapter 11

Setting Up the Import/Export Module
             This chapter provides detailed information on the following:

               Planning the Use of the Import/Export Module
               Establishing Default Settings for Import or Export Sessions
               Setting up an Import Profile using the Import Export Wizard




                                                      Mail Order Manager Setup Guide 217
Setting Up Mail Order Manager

Planning the Use of the Import/Export Module
                      The Import/Export Module (IEM) enables you to directly import
                      information into the order and customer files of the M.O.M. system,
                      including customer orders and “requests for information” from
                      prospective customers. The module also enables you to export orders
                      previously entered in M.O.M. to an external fulfillment house. By
                      “preformatting” order and customer information according to the
                      M.O.M. data structure, the module is designed to enable you to take
                      orders from outside order taking services, another M.O.M. system, or
                      directly from your Web commerce site using Dydacomp’s SiteLINK™
                      option for electronic commerce.

                      æ set upSiteLINK users do notto Chapter 6 in the any of the following
                        Note:
                               requirements. Refer
                                                    need to complete
                                                                       SiteLINK User
                          Reference Guide for instructions on setting up IEM.

                      Designing a Compatible Data Layout without the Import
                      Export Wizard
                      Users of the Import/Export Module can create custom Import Profiles
                      using the Import Export Wizard covered in the section Setting up an
                      Import Profile using the Import Export Wizard later in this chapter.

                      For users that do not use the Import Export Wizard, The file must be
                      structured to be compatible with the data layout of M.O.M. M.O.M.’s
                      data layout for the customer and order information is contained in the
                      Import/Export Data Table in the M.O.M. OnLine Help. The fields in
                      this table represent all of the possible customer and order information
                      used in M.O.M. The table also identifies the position of each field and
                      the type of information contained in that field.

                       è customer number and ordertypically assign they take orders for you.
                         Hint: Order taking services
                                                     number when
                                                                    their own unique

                          Your M.O.M. system also assigns unique numbers to each new
                          customer and order. To enable these two sets of numbers to be
                          “cross-referenced,” in your M.O.M. database, your M.O.M. system
                          provides for an “alternate” customer number (ALTNUM) and
                          “alternate” order number (ORD_NUM) in the Import/Export Data
                          Layout. Since you may want to “look up” an order or customer by
                          either number, it is a good idea to map the customer and order
                          numbers assigned by your service to the “alternate” fields in the
                          M.O.M. database.

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                                                Chapter 11 Setting Up the Import/Export Module

                   Selecting a Data Format
                   A data format describes how data fields are arranged in a record for
                   transfer from the 800 service or “shopping basket” software to your
                   computer. IEM supports three types of data format: comma delimited,
                   DBase, and fixed data (also known as standard data format).

                   Here is an example of a comma delimited file.
Comma
Delimited


                   Here is an example of a standard data format file.
Fixed Width Data
(Standard Data
Format)

                   A data format can be selected initially or prior to each use of the
                   Import/Export Module. See Establishing Default Settings for Import or
                   Export Sessions later in this chapter.

                   Planning File Names and Storage Paths
                   It is important to understand that the IEM import and export processes
                   are not performed “on-line”; i.e., you are not dialed-in or hooked up
                   on-line to your service firm. When you import into M.O.M. using IEM,
                   you are importing a file that you have already downloaded from a
                   service firm or Web “shopping basket” and stored on your computer’s
                   hard disk drive. When you export from M.O.M. using IEM, you are
                   creating a file and storing it on your computer’s hard disk drive in
                   preparation for transfer.

                   Files can be received for import or sent for export using either a
                   modem transmission, diskettes, CD, etc. So that all files are in one
                   place, it is a good idea to store import and export files in a specific
                   directory, for example, G:\MOM\IMP for import files.

                   You might also consider a naming convention for the file names to
                   identify the date of the file, for example, EXP1120.TXT for an export
                   file sent on November 20th.




                                                              Mail Order Manager Setup Guide 219
Setting Up Mail Order Manager

                      File names and paths can be selected initially or prior to each use of
                      the Import/Export Module. See Establishing Default Settings for Import
                      or Export Sessions later in this chapter.

                      Planning a Communication Method and Schedule
                      As previously mentioned, you can receive or send files to your service
                      firm or from your Web “shopping basket” using a modem, diskettes,
                      CD, etc. In either case, you should schedule pick-ups and/or drop-offs
                      as often as necessary or as often as your service firm requires. If you
                      use a modem to transmit files to or from a service firm, you must plan
                      transmission time for each batch of orders being imported or exported.

                     ç plan to backup your M.O.M. an import Because ofyou should also
                       Warning! Before performing
                                                  data files.
                                                              or export,
                                                                         the high volume
                          of information that you are transferring, a backup routine is
                          essential.

                      See Also
                      Mail Order Manager Help
                      For information about                   See
                      Planning the Use of the Import/         Import/Export Module
                      Export Module


Establishing Default Settings for Import or Export Sessions
                      M.O.M. requires that you establish certain parameters for your import
                      and export sessions. Depending on your use of IEM, you may need to
                      make these settings once, initially, or you may need to reset them prior
                      to each use of either the import or export functions. See Using the
                      Import/Export Module, in Chapter 11 of the Reference Guide.

                      To make these settings,

                      1. On the Main Menu Bar,
                         Click on: Options
                                   Order Import/Export Module
                                   Define Settings
                      The Import/Export Module Default Settings screen is displayed.




  220 Mail Order Manager Setup Guide
                                             Chapter 11 Setting Up the Import/Export Module



Import/Export
Default
Settings




                2. For importing, make or change the settings in the Order Import
                    Settings section. These setting include the File Name & Path, the
                    Import File Format, Default Source Key, Default Sales ID, Default
                    Shipping Method, Default Catalog Code, Default Order Priority,
                    Default Payment Method, Default Return Code, Default Order Type,
                    and Days to Hold Check (for Check/E-Check payments).

                æ   Note: The Default Methods are used for orders that do not have a
                    corresponding method.
                3. Optionally, select the Auto Import File Path checkbox and enter
                    the file path to automatically import orders. For SiteLINK orders,
                    select the Automatically download new orders from SiteLINK
                    checkbox to download order from SiteLINK while you are
                    importing from your source file. Optionally you can check the
                    Synchronize Inventory with SiteLINK option to have M.O.M. and
                    SiteLINK match the inventory levels for the posted products.

                æ   Note: You must enter an auto import path to use the SiteLINK
                    features.

                è intervals. After thecheck andare importedavailable files the5import
                  Hint: M.O.M. will
                                       order(s)
                                                import any
                                                            into M.O.M.,
                                                                           at minute

                    file is transferred to an IMPCOMP subfolder under the MOMWIN
                    folder as a backup (for multiple companies, each company will
                    have an IMPCOMP folder and renamed with the first 3 characters of
                    the original name with the date it was imported and a number
                    sequence (for example, if the filename is bluecomp.dbf, the date is

                                                          Mail Order Manager Setup Guide 221
Setting Up Mail Order Manager

                          April 12th 2009 and this is the 5th file being imported on that day,
                          then the file name will be blu041209.005).
                      4. Use the Include Company Name When Searching for Customer
                         Matches option to add the company name in addition the
                         customer name when matching imported customer records to
                         existing records in M.O.M.
                      5. Optionally, select a customer notice to be sent as an
                         acknowledgment for each order imported. These notices are
                         processed in the next run of Order Processing. Also, select one or
                         more of the Send Options for these notices. If you select Internet E-
                         mail or Fax, enter a Subject Header.
                      6. For exporting, enter or edit the settings at the bottom of the screen.
                      7. Select the SAVE button when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Entering Default Settings         Import/Export Module Default
                                                        Settings
                      Import/Export Fields              Import/Export Data Tables


Setting up an Import Profile using the Import Export Wizard
                      The Import Export Wizard gives you the ability to create customized
                      Import and Export Layouts that can function with many different Order
                      Sources such as eCommerce sites and 3rd Party Software. In the
                      Import or Export screen, your custom profile or “Job” will appear as
                      one of the choices.

                      To open the Import Export Wizard,

                         Click On:  Options
                                    Order Import/Export Module
                                    Import Export Wizard
                      The Wizard’s main screen is displayed.




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                                             Chapter 11 Setting Up the Import/Export Module



Import Export
Wizard
Main Screen




                Creating a New Import Job
                1. To create a customized Import Job,
                   Click On:   Create a New Job

                2. On the Wizard Questionnaire screen enter the name of the Import
                   Job and choose the type of import job you wish to create, select
                   Save to begin. The Export Job option will be covered later in this
                   chapter.
                3. In the File Type Selector screen, choose the type of file you are
                   importing.

                4. Enter the file’s location or use the    to browse for the file.
                5. Select a file format from the drop-down menu.
                6. Once finished,
                   Click On:   Open The File

                7. If the path was correctly entered in step 4, M.O.M. will display a
                  message confirming that the file was opened. Click the NEXT
                  button to continue.
                The File Format screen is displayed.




                                                          Mail Order Manager Setup Guide 223
Setting Up Mail Order Manager


 Import Export
 Wizard
 File Format
 Screen




                      8. Make the necessary formatting corrections, then choose FILL THE
                         GRID WITH DATA.
                      9. If the data displays correctly in the preview screen, choose
                        APPROVE THE DATA and select YES on the confirmation screen.
                    10. Then click on the NEXT button.
                     The Rename Column screen is displayed.
 Import Export
 Wizard
 Rename Column
 Screen




                    11. Optionally, rename the columns to simplify the next stage of the
                         process; matching the columns in the file to the columns in M.O.M.
                         Click on a field below a column to rename it, click the RENAME

  224 Mail Order Manager Setup Guide
                                                  Chapter 11 Setting Up the Import/Export Module

                        COLUMN button to make the change. Use the RESIZE COLUMN
                        option to increase or decrease the size of the column.

                    æ   Note: Column names cannot contain spaces.
                   12. Once your finished,
                        Click on:   Save your Import Table Structure

                   13. Then click on the NEXT button.
                    The Format Data Type screen is displayed.
Import Export
Wizard
Format Data Type
Screen




                   14. Select a column from your file on the left, then select the matching
                        column on the list of fields on the right.
                   15. Some columns may require you to create a conversion rule. These
                       options will change depending on the field selected from the
                       M.O.M. data on the right. Choose a conversion option then select
                       CREATE CONVERSION RULE.
                   16. With the two fields highlighted, if there was no conversion rule
                       chosen choose LINK DIRECTLY, otherwise choose LINK WITH
                       RULE. To remove a link Right-Click on the link from the list on the
                       bottom of the screen then choose UN-LINK.
                   17. Then click on the NEXT button.
                    The Data Map Review screen is displayed.




                                                                Mail Order Manager Setup Guide 225
Setting Up Mail Order Manager


 Import Export
 Wizard
 Data Map Review
 Screen




                    18. Verify that all of the mappings are correct. Click the NEXT button
                         when finished.
                    19. The main M.O.M. screen will display with an Import Preview
                         Screen. Review the import info, then close the screen. You will be
                         returned to the Wizard Screen. Click the DONE button

                      Creating a New Order Export Job
                      1. To create a customized Order Export,
                         Click On:     Create a New Job

                      2. On the Wizard Questionnaire screen enter the name of the Import
                         Job and choose Order Export, select SAVE to begin. The Export
                         Job option will be covered later in this chapter.
                      3. In the File Type Selector screen, choose the type of file you are
                         importing.

                      4. Enter the file’s location or use the       to browse for the file.
                      5. Once finished,
                        Click On: Open The File
                      The Export File Wizard screen is displayed.




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                                                 Chapter 11 Setting Up the Import/Export Module



Import Export
Wizard
Export File Wizard
Screen




                     6. Choose the columns you wish to add to your export file. Click the
                         PROCESS button when finished.
                     7. Then click the NEXT button.
                     The rename columns screen is displayed.
Import Export
Wizard
Rename Columns
Screen




                     8. Optionally, rename the columns to simplify the next stage of the
                         process; matching the columns in the file to the columns in M.O.M.
                         Click on a field below a column to rename it, click the RENAME
                         COLUMN button to make the change.

                     æ   Note: Column names cannot contain spaces.

                                                              Mail Order Manager Setup Guide 227
Setting Up Mail Order Manager

                      9. Once your finished,
                         Click on:     Save the Export Table Structure

                    10. Then click on the NEXT button.
                      The File Export Format screen is displayed.
 Import Export
 Wizard
 File Export Format
 Screen




                    11. Enter the file’s location or use the        to browse for a path to
                        save the file.
                    12. Choose a file format from the drop-down menu.
                    13. Enter a name for the file.
                    14. When finished,
                         Click On:     Save

                    15. If the export file contains the fields Channel Order Number or
                        Channel Item Number, optionally choose to remove any extra
                        leading characters from those fields. Click on the REFORMAT button
                        to make the changes.
                    16. To test the export file, type an order number in the Enter an Order
                        Number to Test field and click the TEST button.
                    17. Then click on the Next button. Click the Done button to return to
                        wizard.




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                View Job Details
                The Job Details screen displays a log of the users who have altered
                existing Jobs and allows users to indicate if a new job has been tested
                and if it can be used in M.O.M.

                  Click on:   View Job Details

                The Job Details Screen is Displayed.
Import Export
Wizard
Job Details




                If you created a new Job and have completed the steps and reviewed
                the preview of the Import Layout, check the option Job Has Been
                Tested.

                Once a job has been tested you can make it available for all M.O.M.
                user, check the option Job is in Production (Available in MOM).

                Choose DELETE THIS JOB to remove the job from the system.




                                                         Mail Order Manager Setup Guide 229
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  230 Mail Order Manager Setup Guide
                           Chapter 12 Setting Up Multiple Companies & Inventory Sharing


Chapter 12

Setting Up Multiple Companies & Inventory Sharing
             This chapter provides detailed information on setting up companies
             for use with the Multi-Company Controller Module and the Shared
             Inventory Module.

               Setting Up Companies
               Setting up Inventory Sharing




                                                       Mail Order Manager Setup Guide 231
Setting Up Mail Order Manager

Setting Up Companies
                      The optional Multi-Company Controller Module enables one licensed
                      M.O.M. system to be used to set up and operate more than one
                      company or division in a mail order business. Using this option,
                      separate customer, order, accounting and inventory files can be set up
                      for as many companies as you need. A selection menu is provided to
                      enable you to change from one company to another rapidly. Each
                      company has its own main menu bar.

                      To set up a company,

                      1. On the Main Menu Bar,
                         Click on:Maintain
                                  System Information
                                  Multi-Company Information
                      The Company Code Lookup screen is displayed.
 Company Code
 Lookup




                      2. For an existing company, use the lookup screen to find and select
                         the code and display the Company Information screen.

                      For a new company, select the NEW button to display the Company
                      Information screen.




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Company Code
Information




               3. For a new company, enter the Company Code and Company
                  Name.
               4. Enter the directory path in the Data Location field to tell M.O.M.
                  where all of the data files for the company are to be kept. Naturally,
                  each company needs to have its own unique Data Location. It is
                  recommended that the company directories reside just below the
                  MOMWIN directory. For example,\MOMWIN\COMP1,
                  \MOMWIN\COMP2, etc.

               ç Warning! The directory paths must contain a drive letter.
               5. To delete a company from the Multi-Company Module, select the
                   DELETE button.

               æ   Note: When a company is deleted, the data files remain in the
                   directory specified in the Data Location. If the company is added
                   again at a future date, the data files can be “reconnected” to the
                   company code.
               6. Select the SAVE button when you are finished and M.O.M. creates
                   the new databases for a new company.

               æ   Note: For each company that you set up, you must set up all of the
                   information associated with that company; e.g., suppliers, stock,
                   advertising, accounting, etc.




                                                          Mail Order Manager Setup Guide 233
Setting Up Mail Order Manager

                      See Also
                      Mail Order Manager Help
                      For information about          See
                      Setting Up Companies           Multi Company Maintenance


Setting up Inventory Sharing
                      Using the optional Shared Inventory Module along with the Muti-
                      Company Controller Module, you can share the inventory for specific
                      products to all the companies you have created in your system.
                      Utilizing the same stock number, you can sell an item within every
                      separate company and website in your organization.

                      To enable this option,

                      1. On the Main Menu Bar,
                         Click On:   Maintain
                                     System Information
                                     Global Parameters
                      2. Select the Miscellaneous tab.
                      The Global Parameters Miscellaneous Options Screen is displayed
 Global Parameters
 Miscellaneous
 Tab




  234 Mail Order Manager Setup Guide
                                   Chapter 12 Setting Up Multiple Companies & Inventory Sharing

                    3. Check the option Enable Shared Inventory Module (SIM) for
                       this Company.
                    4. Follow steps 1 to 3 for ALL COMPANIES you wish to share
                       inventory with.

                   ç LOGGEDTo enable thisCOMPANIES. OTHER USERS must be
                     Warning!
                              OUT of ALL
                                          option, ALL



                    Setting Up Items for Inventory Sharing
                    Once a company has the Shared Inventory Module enabled, you can
                    easily share its inventory with the other companies in your M.O.M.
                    system. Simply create a new product in any of your other companies
                    with the same Stock Number (SKU) as the number used in the shared
                    company.

                    1. On the Main Menu Bar,
                       Click On:  File
                                  Change Company
                    2. Or on the Toolbar,

                       Click On:
                    The Company selection screen is displayed.
Company
Selection Screen




                   3. Create a new Stock Item. Be sure to create a bin and assign it to a
                       warehouse if you are using the Advanced Warehouse Module (for
                       more information see Setting Up Warehouses on page 244).


                                                               Mail Order Manager Setup Guide 235
Setting Up Mail Order Manager

                     ç order for The products to share inventory properly. companies in
                       Warning!
                                 the
                                     Stock Number must be identical in all

 Stock Item Setup




                      4. Select the Inventory Tab.
 Stock Item Setup




                      5. The bins listed will include the bins that are shared from the other
                         company in your system. The necessary cost information will
                         transfer when an order is taken.




  236 Mail Order Manager Setup Guide
                                  Chapter 13 Setting Up the Contact Management Module


Chapter 13

Setting Up the Contact Management Module
             This chapter provides detailed instruction on the following:

               Creating Telemarketing Scripts
               Entering Modem Settings for the Auto-Dialing Feature




                                                      Mail Order Manager Setup Guide 237
Setting Up Mail Order Manager

Creating Telemarketing Scripts
                      The optional Contact Management Module enables you to create and
                      manage a telemarketing contact management database of your
                      prospects and customers. This database can be used by your sales and
                      customer service staff to track and record inbound calls, and to
                      schedule outbound follow-up calls. To assist your sales staff when
                      speaking with customers, you can create telemarketing scripts to be
                      used for inbound and outbound call activity. Once created, the scripts
                      can be selected from the Customer Contact screen. (See Using the
                      Contact Management Module, in Chapter 13 of the Reference Guide.)

                      To create or maintain a telemarketing script,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   Advertising Information
                                   Telemarketing Scripts
                      The Telemarketing Script Lookup screen is displayed.
 Telemarketing
 Script Lookup




                      2. For an existing script, use the lookup screen to find and select the
                         script and display the Maintain Telemarketing Scripts screen.
                      For a new script, select the NEW button to display the Maintain
                      Telemarketing Scripts screen.




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                                     Chapter 13 Setting Up the Contact Management Module



Maintain
Telemarketing
Scripts




                3. For a new script, enter a Code for the script and a Description.
                4. Type the script in the large open area of the screen.
                5. When you are finished, select the SAVE button.
                æ with the optional List Management demographicalso be used as a
                  Note: The customizeable customer
                                                    Module can
                                                                screens provided

                   means to collect and record specific information from customers by
                   your telephone sales staff. See Creating Special Customer
                   Demographics Information Screens in Chapter 6.

                See Also
                Mail Order Manager Help
                For information about            See
                Creating Telemarketing Scripts   Telemarketing Script
                                                 Maintenance
                Using Telemarketing Scripts      Customer Contact
                The Contact Management           Contact Management Module
                Module Option




                                                          Mail Order Manager Setup Guide 239
Setting Up Mail Order Manager

Entering Modem Settings for the Auto-Dialing Feature
                      To help speed outbound calling, an auto-dialing feature is included in
                      the optional Contact Management Module. To use this feature, M.O.M.
                      requires a modem to be installed on each telemarketer’s workstation
                      and hooked up to the telemarketer’s telephone handset or headset.
                      The communications port and dialing information for these modems
                      must be set up in M.O.M. to use this feature.

                      æ dial modemnetwork M.O.M.workstations it isthe same. that the auto-
                        Note: On a
                                   settings for all
                                                    installation,
                                                                  be
                                                                     required

                      To specify the modem settings,

                      1. On the Main Menu Bar,
                         Click on: Maintain
                                   System Information
                                   Global Parameters
                      The Global Parameters Maintenance screen is displayed.

                      2. Select the Customer Entry tab.
 Global Parameters
 Customer Entry
 Settings




                      3. In the Telemarketing Option area of the screen, enter the Modem
                         Interface Port.
                      4. If your office phone system requires a prefix to be used to obtain an
                         outside line (many systems require a 9), enter the number in the
                         Dial Out Prefix field.


  240 Mail Order Manager Setup Guide
                    Chapter 13 Setting Up the Contact Management Module

5. Enter Your Area Code so that M.O.M. knows when not to include
   the customer area code when auto dialing to local numbers.
6. Select the SAVE button when you are finished.

See Also
Mail Order Manager Help
For information about           See
Entering Modem Settings for     Global Parameters
the Auto-Dialing Feature        Maintenance-Customer Entry
Using the DIAL button for       Customer Contact
Outbound Dialing




                                        Mail Order Manager Setup Guide 241
Setting Up Mail Order Manager




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  242 Mail Order Manager Setup Guide
                                 Chapter 14 Setting Up the Advanced Warehouse Module


Chapter 14

Setting Up the Advanced Warehouse Module
             This chapter contains detailed information on the following:

               Setting Up Warehouses
               Setting Up Warehouse Service Regions
               Setting Up Warehouse Use Preferences for Stock Items




                                                      Mail Order Manager Setup Guide 243
Setting Up Mail Order Manager

Setting Up Warehouses
                      The optional Advanced Warehouse Module gives you the ability to
                      have multiple warehouses for your stock items. Each warehouse can
                      have its own shipping address and its own set of bin locations. (For
                      information on bin set up, see Establishing Warehouse Locations for
                      Items (Bins) in Chapter 2.) Order processing can be controlled at all
                      warehouses using the special Warehouse Manager’s screen. When
                      product is ordered, the ship-to warehouse and bin location can be
                      selected by the purchasing agent. Also, when required, inventory can
                      be moved between warehouses using the Adjust Inventory function.

                      To set up a warehouse,

                      1. On the Main Menu Bar,
                         Click on:Options
                                  Advanced Warehouse Module
                                  Maintain Warehouses
                      The Warehouse Code Lookup screen is displayed.
 Warehouse
 Lookup




                      2. For an existing warehouse, use the lookup screen to find and select
                         the code and display the Warehouse Information screen.

                      For a new warehouse, select the NEW button to display the Warehouse
                      Information screen.




  244 Mail Order Manager Setup Guide
                                     Chapter 14 Setting Up the Advanced Warehouse Module



Warehouse
Information




              3. For a new warehouse, enter the Warehouse Code and
                  Description.
              4. Enter the shipping street Address for the warehouse, including the
                  City, State, Zip Code, and Country.
              5. Optionally, check the This is a Retail Location box to designate
                  this warehouse has a retail store. Enter a Message to be Printed
                  on Receipts.

              æ   Note: All retail locations must be connected through a WAN (Wide
                  Area Network). If a particular product physically exists in your retail
                  store, but is not set up in warehouse/retail store in M.O.M. that the
                  cashier is assigned, then the cashier will have the option to
                  automatically set up product to that warehouse/retail store. It is
                  recommended that you establish inventory for all products in every
                  retail store.
              6. To delete a warehouse, select the DELETE button.
              æ the Adjust Inventory for Stock Item function to removethat you use
                Note: Before a warehouse is deleted, M.O.M. requires
                                                                        all
                  inventory, or transfer all bins and stock to another warehouse. The
                  latter can be accomplished automatically when you delete the
                  warehouse.
              7. Select the SAVE button when you are finished.



                                                          Mail Order Manager Setup Guide 245
Setting Up Mail Order Manager

                      Updating Shipping Zone Tables for New Warehouses
                      If you have the optional Automatic Shipping Calculations Module
                      installed, every time you add a new warehouse, you need to update
                      your system with the zone tables corresponding to the address of the
                      new warehouse. This is important because when an order is shipped
                      from a warehouse, M.O.M. needs to be able to calculate the carrier
                      shipping charges based on the address of that warehouse.

                      To load new zone tables, follow the procedure for Setting Up Carrier
                      Zones and Rates for Shipping Methods in Chapter 5.

                      See Also
                      Mail Order Manager Help
                      For information about              See
                      Setting Up Warehouses              Warehouse Maintenance
                      Setting Up Bins                    Bin Maintenance
                      Moving Inventory Between           Adjust Inventory for Stock Item
                      Warehouses
                      Updating Shipping Zones            Shipping Method Maintenance -
                                                         Zone Table


Setting Up Warehouse Service Regions
                      Once you have set up multiple warehouses, M.O.M. gives you the
                      added capability of mapping each warehouse to a particular
                      geographic region. This enables you to automatically fill orders at
                      particular warehouses based on the shipping address at order entry.
                      You can map each warehouse at whatever geographic level you need,
                      starting with the country, to state, to county and finally to zip code/city
                      level.

                      To set up a service region for a warehouse,

                      1. On the Main Menu Bar,
                         Click on:Options
                                  Advanced Warehouse Module
                                  Map Warehouse Service Regions
                      The Map Warehouse Service Regions screen is displayed.




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                                 Chapter 14 Setting Up the Advanced Warehouse Module



Map
Warehouse
Service
Regions




            æ County Region, and Zip/Citytab for National Region, general or
              Note: The screen contains a
                                          Region. You can be as
                                                                  State Region,

               specific as you like, although it is recommended that you have at
               least a national region established for each warehouse.
            2. To set up a national region for a warehouse, select the National
               Region tab. Select and highlight the Country in the list, and then
               select the Warehouse using the pull-down menu. To remove a
               Warehouse from a country, select and highlight the Country, and
               use the Warehouse pull-down menu to select the “blank” entry.
            3. To set up a state region for a warehouse, select the State Region
               tab. Select and highlight the State in the list, and then select the
               Warehouse using the pull-down menu. To remove a Warehouse
               from a state, select and highlight the State, and use the Warehouse
               pull-down menu to select the “blank” entry.
            4. To set up a county region for a warehouse, select the County
               Region tab. Select and highlight the County in the list, and then
               select the Warehouse using the pull-down menu. To remove a
               Warehouse from a county, select and highlight the County, and use
               the Warehouse pull-down menu to select the “blank” entry.
            5. To set up a zip code or city region for a warehouse, select the Zip/
               City Region tab. Select and highlight the Zip Code or City in the
               list, and then select the Warehouse using the pull-down menu. To
               remove a Warehouse from a zip code or city, select and highlight
               the zip code or city, and use the Warehouse pull-down menu to
               select the “blank” entry.

                                                     Mail Order Manager Setup Guide 247
Setting Up Mail Order Manager

                      6. Select the CLOSE button when you are finished.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Warehouse             Warehouse Service Regions
                      Service Regions                  Maintenance


Setting Up Warehouse Use Preferences for Stock Items
                      M.O.M. enables you to create usage rules for warehouses that control
                      which warehouse(s) is used for fulfillment of each product.

                      To set up warehouse preferences for a stock item,

                      1. On the Main Menu Bar,
                         Click on:     Product
                                       Maintain Stock Items

                      2. Or, on the Tool Bar,

                         Click on:
                      The Stock Item Lookup screen is displayed.

                      3. For an existing item, use the lookup screen to find and select the
                         item and display the Stock Item Information screen.

                      For a new item, select the NEW button to display the Stock Item
                      Information screen.

                      4. On the Stock Item Information screen, select the Inventory tab.




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                                     Chapter 14 Setting Up the Advanced Warehouse Module



Stock Item -
Inventory Tab




                5. In the Warehouse Preference section of the screen, select one of
                   the two fulfillment options for the stock item.
                   Use warehouse closest to customer - to use the warehouse with
                   the closest geographic location.
                   Always use warehouse - use the pull-down menu to select a
                   specific warehouse to use for fulfillment of the product.
                6. Optionally, select Use an alternate warehouse if product is
                   available elsewhere to use another warehouse if the item is out of
                   stock in the preferred warehouse.

                See Also
                Mail Order Manager Help
                For information about            See
                Setting Up Stock Item            Stock Item Maintenance - Inventory
                Warehouse Options




                                                         Mail Order Manager Setup Guide 249
Setting Up Mail Order Manager




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  250 Mail Order Manager Setup Guide
                                Chapter 15 Setting up the Product Manufacturing Module


Chapter 15

Setting up the Product Manufacturing Module
             This chapter provides detailed instruction on the following:

               Setting Up Manufacturing Stages
               Setting up Manufactured Stock Items




                                                       Mail Order Manager Setup Guide 251
Setting Up Mail Order Manager

Setting Up Manufacturing Stages
                      The optional Product Manufacturing Module allows you to track the
                      various processes that are required in order to create a sellable item
                      that has been placed on an order. To use this module, first a series of
                      stages must be setup.

                      To setup a Manufacturing Stage,

                      1. On the Main Menu Bar,
                         Click On: Product
                                   Product Manufacturing Module
                                   Maintain Manufacturing Stages
                      The Product Manufacturing Stages Maintenance screen is displayed.
 Product
 Manufacturing
 Stages Mainte-
 nance




                      2. In the Product Manufacturing Stages section, choose to Add a stage
                         or Modify an existing stage to display the Product Manufacturing
                         Stage screen.




  252 Mail Order Manager Setup Guide
                                   Chapter 15 Setting up the Product Manufacturing Module



Product
Manufacturing
Stage




                3. Enter a Stage Code and Description of the stage.
                4. Enter the Approximate Time Required to complete the stage. This
                   will be added to the overall time required to manufacture the item.
                5. Then enter the Job Instructions, this will appear in the
                   Manufacturing Assembly Workstation, Using the Product
                   Manufacturing Module, in Chapter 15 of the Reference Guide.

                Once the stages are created, you can attach the materials required to
                complete the selected stage.

                æ stock The materialssystem. to complete a stage must be setup as
                  Note:
                        items in the
                                       required

                6. In the Material Requirement screen, choose to Add a stage or
                   Modify an existing item to display the Material for Product
                   Manufacturing screen.




                                                          Mail Order Manager Setup Guide 253
Setting Up Mail Order Manager


 Material for
 Product
 Manufacturing
 Stage




                      7. Enter the stock number of the material in the Material Product
                         Number field or use the À key.
                      8. Finally enter the Quantity required of the material to complete this
                         stage.

                     æ  Note: All Raw Materials must be in inventory before the products can
                         be manufactured.


Setting up Manufactured Stock Items
                      Once the stages are created, they must then be assigned to the items
                      that will be assembled. The stages can be customized and raw
                      materials can be added for specific items.

                      To setup a manufactured item:

                      1. From the Main M.O.M. screen,
                         Click On:     Product
                                       Maintain Stock Items
                      2. Create a new item. In the General Information tab check the option
                         Product is Assembled using the Product Manufacturing
                         Module.
                      3. The item should also have the following:
                         0 units in inventory
                         a retail price

  254 Mail Order Manager Setup Guide
                                   Chapter 15 Setting up the Product Manufacturing Module

                   a Unit Cost Basis (this will automatically update as the costs change
                   during manufacturing).

                4. Select the Manufacturing Tab.
                The Stock Item Manufacturing tab is displayed.
Stock Item
Maintenance-
Manufacturing




                5. Enter a Message to Print on the Customer’s Packing/Invoice.
                6. In the Product Disassembly option choose one of the following:
                   Product Stays Assembled Once it is Manufactured- when this
                   item is returned, it will remain as a complete unit and return to the
                   inventory of the Manufactured SKU.
                   Product Automatically Reverts into its Raw Materials- when
                   this item is returned, it will return to the inventory of its raw
                   materials.
                7. In the Product Manufacturing Stages section, choose to Add a stage
                   or Modify an existing stage to display the Product Manufacturing
                   Stage for Item screen.




                                                          Mail Order Manager Setup Guide 255
Setting Up Mail Order Manager


 Product
 Manufacturing
 Stage for Item




                      8. Optionally, select the This Stage is Latched to the Previous
                        Manufacturing Stage checkbox to require that the previous
                        Manufacturing Stage be completed before this stage can be
                        processed.
                     9. You can modify the Approximate Time Required for this item’s
                        manufacturing stage.
                    10. In the Additional Stage Cost you can add the extra costs required
                        to manufacture this item. This will factor into the Unit Cost of this
                        Item.
                    11. Optionally, you can customize the raw materials necessary to
                        complete the stage for this specific item, in the Material
                        Requirement screen, choose to Add a stage or Modify an existing
                        item to display the Material for Product Manufacturing screen.

                      See Also
                      Mail Order Manager Help
                      For information about            See
                      Setting Up Product               Product Manufacturing Stages
                      Manufacturing Stages
                      Attaching stages to Stock        Stock Item - Manufacturing
                      Items




  256 Mail Order Manager Setup Guide
                             Chapter 16 Setting up the Web Auction Management Module


Chapter 16

Setting up the Web Auction Management Module
             This chapter provides detailed instruction on the following:

               Setting up the interface with eBay’s Blackthorne Software
               Setting up a Stock Item for Auction




                                                      Mail Order Manager Setup Guide 257
Setting Up Mail Order Manager

Setting up the interface with eBay’s Blackthorne Software
                      The optional Web Auction Management Module enables Mail Order
                      Manager to integrate with eBay’s Blackthorne Pro Software. This
                      integration allows for the publishing of item information to
                      Blackthorne and the importing of orders from Blackthorne. For more
                      information on using this module, see Using the Web Auction
                      Management Module, in Chapter 16 of the Reference Guide.

                      To setup the interface,

                      1. On the Main Menu Bar,
                         Click on:  Options
                                    Web Auction Management Module
                                    eBay Settings
                      The eBay Settings screen is displayed.
 eBay Setup




                      2. In the Location of eBay’s Blackthorne Pro section,

                         For the Access version of Blackthorne: click on:        and navigate
                         to the location where Blackthorne Pro is installed. Find the data
                         folder, and choose BTData.mdb
                         For the SQL version of Blackthorne: enter your Sql Server Name
                         followed by the Database Name.
                      3. Navigate to the location where Blackthorne Pro is installed. Find the
                         data folder, and choose BTData.mdb


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                                Chapter 16 Setting up the Web Auction Management Module

               4. Optionally, enter a source key in Source Key field that you wish to
                  apply to all orders that originate from Blackthorne.
               5. Enter a shipping method code in the Shipping Method field that
                  you wish to apply to all the orders from Blackthorne.

               æ  Note: Shipping Method is a required field.
               6. Optionally choose High Priority in the Order Priority drop-down
                  menu to give all your eBay orders a higher priority.
               7. The Product for Item on the Fly field enables you to enter a
                  substitute item for orders that contain items which were not entered
                  in M.O.M. but were sold on eBay. If no item is entered in this field,
                  then the order will import in with a blank item.
               8. Optionally, assign a Sales ID to all of the orders from eBay.

Setting up a Stock Item for Auction
               Each stock item that will be sold on eBay must be made available for
               auction. M.O.M. provides a tab that can be used to post an image and
               custom descriptions that will be then published to Blackthorne.

               1. On the Main Menu Bar,
                   Click on: Product
                             Maintain Stock Items
               2. Or on the Tool Bar,

                   Click on:
               3. Select the Auction tab.
Stock Item
Maintenance-
Auction Tab




                                                         Mail Order Manager Setup Guide 259
Setting Up Mail Order Manager

                      4. Check the option, Product Available for Auction.
                      5. If you are using the Advanced Warehouse Module, Select the
                           warehouse that will fulfil the orders in the Warehouse drop down
                           menu.
                      6.   Enter the Units on Reserve for eBay. This will move the specified
                           number of units from your sales bin to a reserve bin created by
                           M.O.M. automatically. These items will no longer be available for
                           sale in M.O.M.
                      7.   Enter the Ebay Starting Bid for items being sold in eBay auctions.
                      8.   Enter Fixed Price for Ebay Stores for items being sold in the
                           storefront.
                      9.   In the Product Title and Full Description sections, you can either
                           choose the descriptions that are used for the item in M.O.M. or you
                           can enter custom information exclusively for eBay.
                    10.    In the Picture section, select the browse button and choose your
                           item image.

                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Setting Up Stock Items for        Stock Maintenance - Auction
                      eBay




  260 Mail Order Manager Setup Guide
                      Chapter 17 Setting up the Address Correction and Validation Module


Chapter 17

Setting up the Address Correction and Validation
Module
             This chapter provides detailed instruction on defining settings for the
             ACVM.




                                                        Mail Order Manager Setup Guide 261
Setting Up Mail Order Manager

Setting up ACVM
                      The optional Address Correction and Validation Module enables you to
                      validate customer address information, directly through the M.O.M.
                      system. For information on using this module, see Using the Address
                      Correction and Validation Module, in Chapter 17 of the Reference
                      Guide.

                      1. On the Main Menu Bar,
                         Click on:   Maintain
                                     System Information
                                     Global Parameters
                      2. Select the Customer Entry tab.
 Global Parame-
 ters-
 Customer
 Entry Tab




                      3. In the ACVM Installation Path of the Address Correction and
                         Validation section, enter the path to your ACVM data installation or

                         click         .
                      4. Check the Maintain Vanity Address for all Customers option if
                         you wish to keep the originally entered address in the customer
                         record. The validated address will be used for all forms and labels
                         while the address will continue to be displayed in the customer
                         record as it was entered.
                      5. The Validate on Change of Address option enables the ACVM to
                         automatically validate a customer record, if the customer’s address
                         information has been changed.




  262 Mail Order Manager Setup Guide
           Chapter 17 Setting up the Address Correction and Validation Module

6. Check the Validate on IEM Import to have M.O.M. validate each
   customer record that is imported through the Import/Export
   Module.

See Also
Mail Order Manager Help
For information about               See
ACVM Options                        Global Parameters Maintenance -
                                    Customer Entry Tab




                                             Mail Order Manager Setup Guide 263
Setting Up Mail Order Manager




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  264 Mail Order Manager Setup Guide
                                             Chapter 18 eCommerce Management Setup


Chapter 18

eCommerce Management Setup
             This chapter provides detailed instructions on the following:

               Setting Up Multiple Stores for eCommerce Management
               StoreFront Order Management Feed Setup
               StoreFront Order Management Product Setup
               Amazon Order Management Feed Setup
               Amazon Order Management Product Setup
               ShopSite Order Management Feed Setup
               ShopSite Order Management Product Setup
               Miva Order Management Feed Setup
               Miva Order Management Product Setup
               Yahoo Order Management Feed Setup
               Yahoo Order Management Product Setup




                                                      Mail Order Manager Setup Guide 265
Setting Up Mail Order Manager

Setting Up Multiple Stores for eCommerce Management
                      As your company expands and creates new product lines to address
                      the needs of different markets, you may need to setup multiple
                      presences within an individual eCommerce Platform. For instance, a
                      company that sells sporting goods on Amazon may also wish to sell
                      casual shoes and apparel on Amazon as well. In order to differentiate
                      itself from the previous product line, the company creates a subsidiary
                      as the seller of the new items on Amazon These subsidiaries can be
                      created as separate stores then attached to different accounts created
                      on the eCommerce Platform.

                      To create a new Store;

                      1. On the Main Menu Bar:
                         Click On:  Options
                                    eCommerce Management
                                    Multiple Stores Maintenance
                      The store lookup screen is displayed.

                      2. Search for and select an existing Store Code to edit or choose New
                        to create a new store code.
                      The eComm Store Information screen is displayed.
 eCommerce Store
 Information




                      3. Enter the Information for this store that you wish to display on the
                         Order Processing paperwork that the customer will receive.


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                                                  Chapter 18 eCommerce Management Setup

                 4. Follow the instructions below to connect the store to the accounts
                    in the specific feed that you will be using.

                 See Also
                 Mail Order Manager Help
                 For information about             See
                 Entering Store Information        eComM Store Information


StoreFront Order Management Feed Setup
                 Using the eCommerce Management feature, the StoreFront Order
                 Management Module communicates directly with your StoreFront
                 Merchant Store. M.O.M. can publish product and inventory
                 information, download orders, and publish order processing
                 confirmations

                 1. On the Main Menu Bar:
                    Click On: Options
                              eCommerce Management
                              Define eCommerce Merchant Settings
                 The Multi-eCommerce Merchants Settings screen is displayed.
eCommerce
Merchants
Settings
StoreFront Tab




                 2. To create a new account:
                    Click On: the Add a New Store button.




                                                           Mail Order Manager Setup Guide 267
Setting Up Mail Order Manager

                      3. For users with multiple StoreFront Stores, select a Store Code from
                           the drop-down menu to attach it to the account you are currently
                           creating. See Setting Up Multiple Stores for eCommerce Management
                           in this chapter for more information.
                      4.   Enter your store’s URL store’s in the Merchant WSDL URL field.
                      5.   Enter your StoreFront Merchant User Name and Merchant
                           Password.
                      6.   Select the TEST CONNECTION TO STOREFRONT button to verify
                           your settings.
                      7.   In the Order Tab, enter a Default Shipping Method and a
                           Product For Item On The Fly. These fields will fill in a shipping
                           method and item for orders that have an item or a method that has
                           not been properly setup in M.O.M.
 eCommerce
 Merchants
 Settings
 StoreFront Tab




                      8. In the Payment Method drop-down menu, select a payment
                        method to use to record payments for payment methods that are
                        not recognized by M.O.M.
                     9. The Order Number Download Range is for uncompleted orders
                        only, he "From" and "To" will be refreshed back to 0 after the next
                        order download is completed.
                    10. Use the STOREFRONT ORDER ACTIVITY REPORT button to create
                        a report listing all of the orders downloaded from Storefront within
                        a specified date range and in a specified order status.
                    11. If your StoreFront store uses an encryption key for credit cards, the
                        store.key file provided by StoreFront must be located and the
                        contents of that file must be copied and pasted into the Encryption
                        Private Key field.

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                  12. In the Inventory Tab, select an inventory replenishment option for
                        your StoreFront store. Choose to either display a specific number of
                        units or a percentage of the units available in inventory, when a
                        specified low level is reached.

                   Shipping Method Setup
                   You can match shipping methods from StoreFront Orders to the
                   appropriate shipping methods in M.O.M., by changing the
                   descriptions.

                   1. On the Main Menu Bar,
                        Click on:   Maintain
                                    Shipping Information
                                    Shipping Methods
                   2.   Choose a method that you currently support in your StoreFront
                        Store.
                   3.   Click the Save As...
                   4.   Enter a new Carrier Code.
                   5.   In the Shipping Method Search Screen, find the method you just
                        created.
                   6.   Change the Description to read “SFN DESCRIPTION” where the
                        word DESCRIPTION is the description as it appears on StoreFront.
                   7.   Repeat this procedure for all other shipping methods that are used
                        on StoreFront.
Shipping Method
Maintenance
StoreFront




                                                              Mail Order Manager Setup Guide 269
Setting Up Mail Order Manager

StoreFront Order Management Product Setup
                      Each stock item that will be sold on StoreFront must be checked off as
                      Available for StoreFront. Individual item information such as
                      descriptions, category codes, and dimensions can be entered here.

                       è setupSome of the fieldstab ofutilizeStockpre-setMaintenancethat are
                         Hint:
                               in the More Info
                                                 can
                                                       the
                                                               the
                                                                   Item
                                                                          templates
                                                                                      Screen.
                          See Chapter 2 Extended Info Template for more information.
                      1. In the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      2. Or on the Tool Bar,

                         Click on:
                      3. Select the eComM tab, then the StoreFront tab.
 Stock Item
 Maintenance-
 eComM Tab
 StoreFront Tab




                      4. Check the option Product Available for StoreFront.
                      5. For users that wish to publish products to specific StoreFront Stores,
                         select a Store Code from the drop-down menu. For more
                         information see Setting Up Multiple Stores for eCommerce
                         Management.
                      6. In the General tab, the Product Code field allows you to enter a
                         custom SKU for this item exclusively for StoreFront. Check the
                         Active Product option
                      7. In the Product Name field enter a unique title or choose a

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                     template from the drop-down menu.
                  8. Enter the Price and Cost of this item as you would like published
                     to StoreFront.
                  9. Optimally, enter the name of the Manufacturer of this product.
                 10. Use the Vendor drop-down menu to select the current supplier for
                     this item.
                 11. For accurate shipping calculations on StoreFront, enter the
                     necessary info in the Product Weight and Dimensions section.
                 12. Select a Tax Option to either tax on the Local, County, and/or the
                     State level. Optionally, enter a Tax Type that corresponds to the tax
                     type specified in the optional RMS EDI integration.
                 13. Optionally, check the option Ship this Product to allows orders to
                     be placed for this item even when backordered.
                 14. Optionally, check the option Ship From Vendor to display the
                     name of the vendor of this item which will indicate that the item
                     will be dropshipped by the supplier.
                 15. In the Categories field, enter the categories that this product
                     should appear under, when displayed in your StoreFront store. A
                     Vertical Bar (Pipe) “|” should be used to separate category levels,
                     each category should be on its own line.

                  Extended Information
Stock Item
Maintenance-
eComM Tab
StoreFront Tab




                  1. Use the Short Description field to enter a description to appear in
                     the Product Listing Page.
                  2. Enter a detailed description for the item in the Full Description
                     field or choose a template from the drop-down menu, this will
                     display in the individual product page.
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                      3. In the Images Fields enter the URL for the product images or
                           choose a template from the drop-down menu.
                      4.   Optionally, create a text link to the Close Up View image by
                           checking the option Text Link To Close Up View and typing the
                           the text in the Link Text field.
                      5.   Optionally, check the option Link Large Image to Close Up View
                           to enable the ability to click on the product image to open the close
                           up image.
                      6.   For items sold at a special discount, check the option Activate Sale
                           and enter the new price in the Sale Price field.
                      7.   The Search Keywords fields, allows you to enter specific
                           keywords that when searched on in your StoreFront store, will
                           place this product on the search list.

                      Inventory
 Stock Item
 Maintenance-
 eComM Tab
 StoreFront Tab




                      1. In the Inventory Options section, select an inventory display option.
                      2. In the Inventory Synchronization Management section, select an
                           inventory replenishment option for your StoreFront store. Choose to
                           either display a specific number of units or a percentage of the units
                           available in inventory, when a specified low level is reached.




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             See Also
             Mail Order Manager Help
             For information about            See
             Entering StoreFront Settings     eCommerce Merchant Settings
             Setting Up Stock Items for       Stock Maintenance - eComM
             StoreFront


Amazon Order Management Feed Setup
             Using the eCommerce Management feature, the Amazon Order
             Management Module enables you to Publish Product and order
             fulfilment information and download Orders directly through
             Amazon’s servers, without the use of import files or Third Party
             software.

             1. On the Main Menu Bar:
               Click On:  Options
                          eCommerce Management
                          Define eCommerce Merchant Settings
             The Multi-eCommerce Merchants Settings screen is displayed.
eCommerce
Merchants
Settings
Amazon Tab




             2. To create a new Amazon account;
                 Click on the Add New Account Button
             3. Enter the Merchant Seller Name used as your company name on
                Seller Central.
             4. Enter the Merchant User Name and Merchant Password, that
                you previously setup with Amazon.
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                      5. For users with multiple Amazon Accounts, select a eComm Store
                           Code from the drop-down menu to attach it to the account you are
                           currently creating. See Setting Up Multiple Stores for eCommerce
                           Management in this chapter for more information.
                      6.   Enter the Merchant Token assigned to you by Amazon, this code is
                           used to identify the space reserved for your items on the Amazon
                           servers.
                      7.   In the Miscellaneous tab, enter a Default Shipping Method and
                           a Product For Item On The Fly. These fields will fill in a shipping
                           method and item for orders that have an item or a method that has
                           not been properly setup in M.O.M.
                      8.   In the Payment Method drop-down menu, select a payment
                           method to use to record the Pre-Payment from Amazon.
                      9.   Use the AMAZON ORDER ACTIVITY REPORT button to create a
                           report listing all of the orders downloaded from Amazon within a
                           specified date range and in a specified order status.

                      Shipping Method Setup
                      Amazon displays two shipping method options to customers placing
                      orders; Standard and Expedited. These choices must be assigned to the
                      appropriate shipping method in M.O.M.

                      1. On the Main Menu Bar,
                           Click on:   Maintain
                                       Shipping Information
                                       Shipping Methods
                      2.   Choose a method you wish to assign as your “Standard” shipping
                           method in Amazon.
                      3.   Click the Save As...
                      4.   Enter a new Carrier Code.
                      5.   In the Shipping Method Search Screen, find the method you just
                           created.
                      6.   Change the Description to read Amazon Standard DESCRIPTION
                           where the word DESCRIPTION is the original Shipping Method
                           Description.
                      7.   Repeat this procedure for the Expedited method, simply change
                           Standard to Expedited on a different shipping method.




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Shipping Method
Maintenance
Amazon




Amazon Order Management Product Setup
                  Each stock item that will be sold on Amazon must be checked off as
                  Available for Amazon. M.O.M. provides a tab that can be used to enter
                  UPC information, Amazon Product Categories, and custom
                  descriptions and images that will be then published to Amazon.

                  è setupSome of the fieldstab ofutilizeStockpre-setMaintenancethat are
                    Hint:
                          in the More Info
                                            can
                                                  the
                                                          the
                                                              Item
                                                                     templates
                                                                                 Screen.
                     See Chapter 2 Extended Info Template for more information.

                  1. On the Main Menu Bar,
                    Click on:   Product
                                Maintain Stock Items
                  2. Or on the Tool Bar,

                    Click on:




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                      3. Select the eComM tab.
 Stock Item
 Maintenance-
 eComM Tab
 Amazon Tab




                      4. Check the option Product Available for Amazon.
                      5. For users that wish to publish products to specific accounts in
                         Amazon, select a Store Code from the drop-down menu. For more
                         information see Setting Up Multiple Stores for eCommerce
                         Management.
                      6. In the General Tab, enter the product information, fields in BOLD
                         are required before posting.

                     ç validated A valid Amazon Server.
                       Warning!
                                 by the
                                         UPC code is required for posting, these codes will

                      7. The Amazon SKU field allows you to enter a custom SKU for this
                         item exclusively for Amazon. This field is primarily used for Size/
                         Color products, it automatically reduces the number of spaces
                         between the main SKU and the variation code thus allowing it to
                         publish to Amazon successfully.
                      8. Enter a unique title for your Item in the Product Title field or
                         choose an existing template from the Template drop-down menu.
                      9. After selecting a Category and Product Type, click the SELECT...
                         button to choose a category to post this product to in Amazon.

                      æ  Note: Some product categories have special restrictions, please
                         review your Amazon Seller Central documentation to verify your
                         ability to post to the selected category.
                    10. Depending on the type of Seller Account you have, you may be
                          required to upload a Product Tax Code for your stock items. Log
                          into your Seller Central Account and go to Settings > Tax
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      Settings. If you are able to get to the Tax Options page, then you
      need to specify Product Tax Codes in your Stock Items. Click on the
      View Master Product Tax Codes and Rules link to view a list of
      valid product tax codes.
11.   In the Extended Information tab, enter a full description for the
      item or choose a preset template from the drop-down menu
12.   You can also setup a Launch Date, the date you wish the item to
      appear on Amazon.
13.   In the Feature Bullets field- Enter up to 5 product features which
      will then be displayed as a bulleted list on your product' s Amazon
      page.
14.   Optionally, enter a Promotional Price and the start and end dates
      of the promotion.
15.   The Product Condition drop down allows you to select a
      condition for any used items that you are posting. Review Amazon’s
      Seller Central documentation for information on Condition
      definitions.
16.   The Search Keywords fields, allows you to choose certain words
      that when searched on in Amazon, will place this product on the
      search list. Either enter new search keywords or used the drop
      down menu to select a preset template.

ç publishing to update search information may take 2-4 days after
  Warning! Updates to
                        on Amazon.
17. The Images tab, allows you select the item images you wish to
    appear on the Amazon Product page. These images must be hosted
    on the Web. Select unique images or choose an image template
    from the drop-down menu.
18. The Category Data tab will be enabled by selecting certain
    categories that require more specific information, for example the
    apparel category will require departments and style keywords.




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 Stock Item
 Maintenance-
 eComM Tab
 Amazon Tab
 Category Data Tab




                      Amazon Attributes or Variations
                      M.O.M. enables you to enter different variation options that can be
                      selected by your Amazon shoppers to narrow down their choices to a
                      specific item. The Variations Tab is automatically enabled when:

                         In the Stock Item Maintenance General Tab, Product has Size/
                         Color is selected, for more information on this option see Items
                         with Different Sizes and Colors on page 86.
                         The Product Category selected in the Amazon General Tab is a
                         category that allows product variations.




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                 1. From within the Amazon Tab, select the Variations tab.
Stock Item
Maintenance-
eComM Tab
Amazon Tab
Variations Tab




                 2. Select a Variation Theme, these options will change depending on
                    the Product Category selected. Log into your Amazon Seller Central
                    account to find a listing of the Categories and their associated
                    Variations.
                 3. Based on your selection the appropriate size and/or color field will
                    display. Simply enter the variation that you wish to appear on your
                    Amazon product page.

                 See Also
                 Mail Order Manager Help
                 For information about            See
                 Entering Amazon Merchant         eCommerce Merchant Settings
                 Settings
                 Setting Up Stock Items for       Stock Maintenance - eComM
                 Amazon




                                                          Mail Order Manager Setup Guide 279
Setting Up Mail Order Manager

ShopSite Order Management Feed Setup
                      Using the eCommerce Management feature, the Shopsite Order
                      Management Module enables you to publish product and inventory
                      information directly to your Shopsite Store and download orders for
                      fulfillment.

                      1. On the Main Menu Bar:
                         Click On: Options
                                   eCommerce Management
                                   Define eCommerce Merchant Settings
                      The Multi-eCommerce Merchants Settings screen is displayed.
 eCommerce
 Merchants
 Settings
 ShopSite Tab




                       è Hosting Services page of information canStoreretrieved from the
                         Hint: The following URL
                                                   your ShopSite
                                                                  be
                                                                       Preferences.
                      2. Select the ShopSite tab.
                      3. To create a new account:
                         Click On: the Add a New Store button.
                      4. Enter your ShopSite store’s URL in the Merchant CGI’s URL field.
                      5. Enter the URL of your FTP Server.
                      6. For users with multiple Shopsite stores, select a eComM Store
                         Code from the drop-down menu to attach it to the account you are
                         currently creating. See Setting Up Multiple Stores for eCommerce
                         Management in this chapter for more information.
                      7. Enter your ShopSite User Name and Password.


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ç your ShopSite User User Name Password. must be the same as
  Warning! Your FTP
                     Name and
                               and Password

 8. Select the TEST CONNECTION TO SHOPSITE button to verify your
    settings.
 9. In the Miscellaneous Tab, enter a value in the Starting Order
    Number to Download. This will prevent M.O.M. from
    downloading orders from your ShopSite store that have already
    been processed, by specifying which number to start from.

 æ  Note: If you wish to continue manually processing ShopSite orders
    and processing them through M.O.M., you can manually change the
    value in this field.
10. Enter a Default Shipping Method and a Product For Item On
    The Fly. These fields will fill in a shipping method and item for
    orders that have an item or a method that has not been properly
    setup in M.O.M.
11. In the Payment Method drop-down menu, select a payment
    method to use to record payments for payment methods that are
    not recognized by M.O.M.
12. Use the SHOPSITE ORDER ACTIVITY REPORT button to create a
    report listing all of the orders downloaded from Shopsite within a
    specified date range and in a specified order status.

 Shipping Method Setup
 You can match shipping methods from ShopSite Orders to the
 appropriate shipping methods in M.O.M., by changing the
 descriptions.

 1. On the Main Menu Bar,
      Click on:   Maintain
                  Shipping Information
                  Shipping Methods
 2.   Choose a method that you currently support in your ShopSite Store.
 3.   Click the Save As...
 4.   Enter a new Carrier Code.
 5.   In the Shipping Method Search Screen, find the method you just
      created.
 6.   Change the Description to read Shopsite Description where the
      word Description is the description as it appears on ShopSite.



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Setting Up Mail Order Manager

                      7. Repeat this procedure for all other shipping methods that are used
                         on ShopSite.
 Shipping Method
 Maintenance
 ShopSite




ShopSite Order Management Product Setup
                      Each stock item that will be sold on ShopSite must be checked off as
                      Available for ShopSite. Individual item information such as
                      descriptions, search keywords, and dimensions can be entered here.

                       è setupSome of the fieldstab ofutilizeStockpre-setMaintenancethat are
                         Hint:
                               in the More Info
                                                 can
                                                       the
                                                               the
                                                                   Item
                                                                          templates
                                                                                      Screen.
                          See Chapter 2 Extended Info Template for more information.
                      1. On the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      2. Or on the Tool Bar,

                         Click on:
                      Select the eComM tab, then the ShopSite tab.




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Stock Item
Maintenance-
eComM Tab
ShopSite Tab




                3. Check the option Product Available for ShopSite.
                4. For users that wish to publish products to specific stores in
                   Shopsite, select a eComM Store Code from the drop-down menu.
                   For more information see Setting Up Multiple Stores for eCommerce
                   Management.
                5. In the General Tab, enter the product information. In the Product
                   Name field enter a unique title or choose a template from the drop-
                   down menu.
                6. The ShopSite SKU field allows you to enter a custom SKU for this
                   item exclusively for ShopSite.

               ç Feature inThe followingbe enabled.
                 Warning!
                            ShopSite to
                                         features require the Inventory Tracking

                7. The Low Stock Threshold allows you to specify a low inventory
                   level that will send an e-mail alert to the e-mail address defined in
                   the ShopSite Store Settings.
                8. The Out of Stock Limit allows you to enter low inventory level
                   that once reached; will prevent orders for the item on ShopSite.
                9. In the Extended Information tab you can setup the Search
                   Keywords fields. This will help customers find this product on
                   your ShopSite store. Enter unique keywords or choose a keyword
                   template from the drop-down menu.
               10. Additionally, enter a detailed description for the item in the Full
                   Description field or choose a template from the drop-down menu.


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                    11. Finally, select the path to an image of the product or choose a
                         template image from the drop-down menu.

                      See Also
                      Mail Order Manager Help
                      For information about           See
                      Entering ShopSite               eCommerce Merchant Settings
                      Settings
                      Setting Up Stock Items for      Stock Maintenance - eComM
                      ShopSite


Miva Order Management Feed Setup
                      Using the eCommerce Management feature, the Miva Order
                      Management Module communicates directly with your Miva Merchant
                      Store. M.O.M. can publish product and inventory information,
                      download orders, and publish order processing confirmation

                      1. On the Main Menu Bar:
                         Click On: Options
                                   eCommerce Management
                                   Define eCommerce Merchant Settings
                      The Multi-eCommerce Merchants Settings screen is displayed.
 eCommerce
 Merchants
 Settings
 Miva Tab




                      2. To create a new account:
                         Click On: the Add a New Store button.


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 3. For users with multiple Miva Stores, select a Store Code from the
      drop-down menu to attach it to the account you are currently
      creating. See Setting Up Multiple Stores for eCommerce Management
      in this chapter for more information.
 4.   Enter your Miva store’s M.O.M. connector path in the Miva Script
      URL field.
 5.   Enter your Miva User Name and Password.
 6.   Optionally, enter a Store Code. This code will become a part of
      your the URL for your product pages. Changing this code from time
      to time will break any outside link to your product page.
 7.   Select the TEST CONNECTION TO MIVA button to verify your
      settings.
 8.   In the Miscellaneous Tab, enter a Default Shipping Method and
      a Product For Item On The Fly. These fields will fill in a shipping
      method and item for orders that have an item or a method that has
      not been properly setup in M.O.M.
 9.   In the Payment Method drop-down menu, select a payment
      method to use to record payments for payment methods that are
      not recognized by M.O.M.
10.   Use the MIVA ORDER ACTIVITY REPORT button to create a report
      listing all of the orders downloaded from Miva within a specified
      date range and in a specified order status.

 Shipping Method Setup
 You can match shipping methods from Miva Orders to the appropriate
 shipping methods in M.O.M., by changing the descriptions.

 1. On the Main Menu Bar,
      Click on:   Maintain
                  Shipping Information
                  Shipping Methods
 2.   Choose a method that you currently support in your Miva Store.
 3.   Click the Save As...
 4.   Enter a new Carrier Code.
 5.   In the Shipping Method Search Screen, find the method you just
      created.
 6.   Change the Description to read “MIVA DESCRIPTION” where the
      word DESCRIPTION is the description as it appears on Miva.
 7.   Repeat this procedure for all other shipping methods that are used
      on Miva.


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 Shipping Method
 Maintenance
 Miva




Miva Order Management Product Setup
                      Each stock item that will be sold on Miva must be checked off as
                      Available for Miva. Individual item information such as descriptions,
                      category codes, and dimensions can be entered here.

                       è setupSome of the fieldstab ofutilizeStockpre-setMaintenancethat are
                         Hint:
                               in the More Info
                                                 can
                                                       the
                                                               the
                                                                   Item
                                                                          templates
                                                                                      Screen.
                          See Chapter 2 Extended Info Template for more information.
                      1. n the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      2. Or on the Tool Bar,

                         Click on:




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                3. Select the eComM tab, then the Miva tab.
Stock Item
Maintenance-
eComM Tab
Miva Tab




                4. Check the option Product Available for Miva.
                5. For users that wish to publish products to specific Miva Stores,
                     select a Store Code from the drop-down menu. For more
                     information see Setting Up Multiple Stores for eCommerce
                     Management.
                6.   In the General Tab, enter the product information. In the Product
                     Name field enter a unique title or choose a template from the drop-
                     down menu.
                7.   The Miva SKU field allows you to enter a custom SKU for this item
                     exclusively for Miva.
                8.   In the Extended Information tab enter a detailed description for
                     the item in the Full Description field or choose a template from
                     the drop-down menu.
                9.   In the images field enter the URL for the product images or choose
                     a template from the drop-down menu.
               10.   You can also setup the Product Category Codes. These codes
                     should already exist in your Miva Store. M.O.M. will then post the
                     item into the department with the corresponding code.

                Product Attributes
                Size/Color variations are handled differently in Miva. Each variation
                has to be listed as an individual attribute.

                1. Enter a Product Attribute Code; this will specify the attribute type.
                2. Enter an Attribute Value; this will specify the variation.
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                      3. Enter a Message Prompt; this will request the user to choose a
                         particular variation type.
                      4. Select an Attribute Type; M.O.M. can publish your attributes to
                         display on your page as either a series of radio buttons or in a drop
                         down menu.
                      5. Optionally, in the Image field enter the URL that contains an image
                         illustrating this particular variation.
                      6. Finally, you have the option of adding an extra charge for the
                         selection of the specified variation in the Price field.
 Stock Item
 Maintenance-
 eComM Tab
 Miva Tab At-




                      See Also
                      Mail Order Manager Help
                      For information about             See
                      Entering Miva Settings            eCommerce Merchant Settings
                      Setting Up Stock Items for        Stock Maintenance - eComM
                      Miva




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Yahoo Order Management Feed Setup
            The Yahoo eCommerce Management Module facilitates the ability to
            upload product info, download orders, and send tracking information
            between your Yahoo Store and M.O.M.

            1. On the Main Menu Bar:
               Click On: Options
                         eCommerce Management
                         Define eCommerce Merchant Settings
            The Multi-eCommerce Merchants Settings screen is displayed.
eCommerce
Merchants
Settings
Yahoo Tab




            2. To create a new account:
               Click On: the Add a New Store button.
            3. Enter the Yahoo Store Title that is obtained from your Yahoo Store
               Administrative page, under Store Account Info in the Site Settings
               list.
            4. For users with multiple Yahoo Stores, select a Store Code from the
               drop-down menu to attach it to the account you are currently
               creating. See Setting Up Multiple Stores for eCommerce Management
               in this chapter for more information.




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                      Exporting Products and Inventory Files to Yahoo
                      1. On the Main Menu Bar:
                         Click On:  Options
                                    eCommerce Management
                                    Define eCommerce Merchant Settings
                      The Multi-eCommerce Merchants Settings screen is displayed (see
                      previous page.)

                      2. To Export your Products and Inventory to your Yahoo Store:
                        Click On EXPORT PRODUCT & INVENTORY FILES TO YAHOO!
                      The Yahoo export screen is displayed.
 eCommerce
 Merchants
 Settings
 Yahoo Tab
 Product Export




                      3. Choose the options to create Product and Inventory Export files that
                         can be imported into your Yahoo store through the administrative
                         interface.

                      Real Time Link
                      1. The Script URL should be the location of the ASP files that will
                         contain the order and inventory files. For example https://
                         yahoo.usasportingoods.com.
                      2. Then enter in an FTP Server Name to handle file addition and
                         deletion. Ideally it should match the Script URL.
                      3. Enter a Default Shipping Method and a Product For Item On
                         The Fly. These fields will fill in a shipping method and item for
                         orders that have an item or a method that has not been properly
                         setup in M.O.M.

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                  4. Use the YAHOO ORDER ACTIVITY REPORT button to create a
                     report listing all of the orders downloaded from Yahoo within a
                     specified date range and in a specified order status.
                  5. In the Payment Method drop-down menu, select a payment
                     method to use to record payments for payment methods that are
                     not recognized by M.O.M.

                  Shipping Method Setup
                  You can match shipping methods from Yahoo Orders to the
                  appropriate shipping methods in M.O.M., by changing the
                  descriptions.

                  1. On the Main Menu Bar,
                       Click on:   Maintain
                                   Shipping Information
                                   Shipping Methods
                  2.   Choose a method that you currently support in your Miva Store.
                  3.   Click the Save As...
                  4.   Enter a new Carrier Code.
                  5.   In the Shipping Method Search Screen, find the method you just
                       created.
                  6.   Change the Description to read “YAHOO DESCRIPTION” where the
                       word DESCRIPTION is the description as it appears on Yahoo.
                  7.   Repeat this procedure for all other shipping methods that are used
                       on Yahoo.
Shipping Method
Maintenance
Yahoo




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Setting Up Mail Order Manager

Yahoo Order Management Product Setup
                      Each stock item that will be sold on Yahoo must be checked off as
                      Available for Yahoo. Individual item information such as
                      descriptions, category codes, and dimensions can be entered here.

                       è setupSome of the fieldstab ofutilizeStockpre-setMaintenancethat are
                         Hint:
                               in the More Info
                                                 can
                                                       the
                                                               the
                                                                   Item
                                                                          templates
                                                                                      Screen.
                          See Chapter 2 Extended Info Template for more information.
                      1. On the Main Menu Bar,
                         Click on:  Product
                                    Maintain Stock Items
                      2. Or on the Tool Bar,

                         Click on:
                      3. Select the eComM tab, then the Yahoo tab.
 Stock Item
 Maintenance-
 eComM Tab
 Yahoo Tab




                      4. Check the option Product Available for Yahoo.
                      5. For users that wish to publish products to specific Miva Stores,
                         select a Store Code from the drop-down menu. For more
                         information see Setting Up Multiple Stores for eCommerce
                         Management.
                      6. In the General Tab, enter the product information. Enter a Yahoo
                         ID and Yahoo Code.M.O.M. looks to match products based on the
                         Yahoo ID and the Yahoo Code. If you have an existing Yahoo! store
                         with your items already created you can put the item' s Yahoo ID in
                         M.O.M. to match the stock numbers between M.O.M. and Yahoo.
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                7. In the Product Name field enter a unique title or choose a
                   template from the drop-down menu.
                8. In the Extended Information tab enter a detailed description for
                   the item in the Full Description field or choose a template from
                   the drop-down menu.
                9. Complete the additional description fields according to Yahoo
                   requirements. See the M.O.M. Help entries listed at the end of this
                   section for more informatin.

                Options Tab
                In Yahoo, each variation has to be listed as a separate option.

                1. Enter an Option Code; this will specify the option type. Typically
                   this consists of the variation code used in M.O.M.
                2. Enter a Product Option; this will be displayed as the prompt for
                   the selection, such as “Size Selection.”
                3. Enter an Option Value, this is the customer’s selection that will
                   match to this SKU, such as the option “Large.”
Stock Item
Maintenance-
eComM Tab
Yahoo Tab At-




                See Also
                Mail Order Manager Help
                For information about             See
                Entering Yahoo Settings           eCommerce Merchant Settings
                Setting Up Stock Items for        Stock Maintenance - eComM
                Yahoo



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                                This page left blank intentionally.




  294 Mail Order Manager Setup Guide
                                                                                      Index


A                                                    for stock items 78
                                                     Sales Commission Group 51
Accounting
                                                 Company
     inventory valuation method 162
                                                     billing address 27
Accounts Payable
                                                     shipping address 27
     supplier terms 153
                                                 Composite Item 89, 90
Address Correction and Validation Module 262
                                                 Cost of Goods 157
Advanced Search Criteria 80
                                                 Credit Card
Advanced Warehouse Module
                                                     internet gateway 214
     setting up warehouses 244
                                                     merchant accounts 151
     warehouse preferences for stock items 248
                                                 Cross-Sell Item 105
     warehouse service regions 246
                                                 Customer
Alias
                                                     default contact entry 30
     stock item 94
                                                     default customer lookup 31
Allowed Forms of Payment 157
                                                     default terms for 154
Alternate Customer Number 38
                                                     demographics screens 191
Alternate Order Number 41
                                                     honorifics & salutations 193
Amazon 273, 275
                                                     type codes 188
     attributes 278
                                                 Customer Entry Screens
Attributes 101
                                                     customizing 36
Auto-Capitalization Feature 37
                                                 Customer Lookup Screen
Automatic Shipping Calculations Module 166
                                                     defining cursor sequence 36
                                                 Customer Notice 125
B
Backups 17                                       D
Barcodes
                                                 Daily Annoucement for Order Entry Screen 42
    options for shipping labels 48
                                                 Dashboard 202
Bin
                                                 Demographics 191
    drop ship 86
                                                 Documentation 1, 6
    setting up 64
                                                 Drop Shipment Settings 184
Blackthorne Pro 258
Box Content Value 180
Break-out Item 89, 91                            E
Business Rules
                                                 eBay 258
    order entry 40
                                                 Extended Info Template 73

C                                                F
Call Tag 178
                                                 Finance Charges
Catalog
                                                     setting up for states 147
     stock items sold in 123
                                                 Form Letter
Changing Product Pricing 114
                                                     creating as MS Word file 126
Classification Codes 76
                                                     setting up 125
COD Tags for Split Shipments 181
                                                 Form Letter for Products 80
Commissions



                                                                M.O.M. Windows Setup Guide 295
Index

Form Types 3                                   List Management Module
Forms                                               customer demographics 191
     form options 43                           Lookup Screens 10
Fractional Quantities 83                       Lost Order Reason Codes 111


G                                              M
General Ledger                                 M.O.M. Chat 207
     interface accounts 157                    Management Tools
     interface to accounting software 160          manager’s dashboard 202
getting help 8                                     MOM chat 207
Gift Certificate Setup 99                      Manager’s Authorization Settings 48
Gift Order Greetings 130                       Manager’s Dashboard 202
Google Checkout                                Manufacturing Operator 22
     shipping setup 168                        Manufacturing Stages 252
                                               Menus 9
                                               Merchant Accounts
H                                                  Credit Card, merchant accounts 151
Honorifics 193                                 Miva 284
how to use 9, 10                               MIx & Match 69
                                               MS Mail
                                                   setting up parameters for use 129
I                                              Multi-Company
Import Export Wizard 222                           company setup 232
Import/Export Module                               inventory sharing 234
     defaults 220                              My Preferences 29
     setup 218
     wizard 222
Installation                                   N
     single station version 4                  Notice
     workstation 5                                 form letter 125
Interactive Credit Card Authorization System
Setup 215
Inventory                                      O
     valuation method 162                      Order
Invoice Message 138                                defaults 29
ISBN 74                                            rules for COD payment 156
                                                   template for 29
                                                   type codes 139
K                                              Order Entry
Kits 89                                            business rules 40
                                               Order Entry Screens
                                                   customizing 40
L                                              Order Hold Reason Codes 110
Labels for Stock Items 117                     Order Management Modules



296   M.O.M. Windows Setup Guide
                                                                                  Index

    amazon 273, 275                        S
    miva 284
                                           Sales Commission Group 51
    multiple stores setup 266
                                           Sales Commission Groups 21, 24
    shopsite 280
                                           Sales Tax
    storefront 267
                                                 city 149
    yahoo 289
                                                 county 148
Order Processing
                                                 national (VAT) 146
    batch or single order options 45
                                                 setting up 146
    customizing 44
                                                 state 147
    manager’s authoirzation 48
                                                 ZIP code 149
Order Promotions 140
                                           Salutations 194
Order Taking Service File Import 218
                                           Scale
                                                 packer’s workstation 183
P                                          Scale Interface 183
                                           Security Levels 20
Packer’s Workstation Scale Interface 183
                                           Selling Tools 105
Paper Forms
                                           Serial Numbers for Stock 84
     selecting options for 43
                                           setting up 51
Payment Plan
                                           Sharing Inventory 234
     setting up 95
                                           Shipping Method
Point of Purchase Module
                                                 carrier rates 171
     defaults for user preference 32
                                                 carrier zones 169
     defining settings 198
                                                 customer charges 173
Points and Rewards Program 132
                                                 interfaces to shipping systems 183
Pricing 69
                                                 setting up 166
Printer
                                                 UPS OnLine Interface 182
     options for output 50
                                           ShopSite 280
Printers
                                           SiteLINK and Import/Export Module 218
     System Requirements 3
                                           SMTP E-Mail 35
Product Vendor Prices 116
                                           Source Key 120
Promotional Item 105
                                                 flat rate shipping charge 177
Purchase Order
                                           Stock Item
     e-mail and fax options for 58
                                                 accounting information 81
                                                 alias 94
R                                                alternate ids 74
                                                 attribute setup 101
Reindexing 15                                    barcode labels 117
Report Output Options Screen 13                  break-out 91
Return Preferences 61                            catalog space allotment 123
Returns                                          classification code 76
    reason codes 108                             commissions 78
RFM 135                                          composite 90
Roles 20                                         cross-sell 105
Royalties 79                                     discontinued 108
                                                 drop shipped 85



                                                          M.O.M. Windows Setup Guide 297
Index

    exempt from discounts 100                System Requirements
    extended info template 73                     printers 3
    extra shipping charges 176                    processor 2
    form letter 80                           System Startup 6
    fractional quantities 83
    ISBN 74
    kits 89                                  T
    low level 67                             Technical Support 8
    manufacturing 254                        Telemarketing Module
    merging stock items 112                      modem for auto-dialing 240
    mix & match pricing 69                       telemarketing scripts 238
    payment plan 95                          Troubleshooting 15
    point/reward values 134
    purchasing levels 67
    renaming a stock number 112              U
    return codes 108                         Univeral Product Code (UPC) 74
    return preferences 61                    UPS
    royalties 79                                 call tag 178
    Sales G/L department 82                      declared value 180
    selling prices 69                            interface for 182
    serial numbers 84                        Up-Sell Item 105
    service 83                               User Preferences
    setting up 58                                contact entry 30
    shipping information 77                      customer lookup 31
    shipping preference 76                       general lookup 34
    size and color matrix 86                     order entry 29
    special selling prices 69                    point of purchase 32
    special types 82                             SMTP Setup 35
    starting inventory 60                    User Setup
    subscription 97                              individual users 22
    substitute item 105                          user roles 20
    tax exempt 81                            Users
    UPC code 74                                  announcement for order entry 42
    updating retail and special prices 114       individual preferences for 30
    upsell 105
    warehouse locations for 64
    warehouse use preferences 248            W
    warehouses 244                           Warehouse
Subscription Management Module                   preferences for stock item 248
    setting up a subscription item 97            service regions 246
Substitututions for Stock Items 105              setting up 244
Supplier                                     Web Auction Management Module 258
    accounts payable terms 153                   auction tab 259
    renaming and merging 113
    setup 56
    vendor prices 116



298   M.O.M. Windows Setup Guide
                                  Index


Y
Yahoo 289




            M.O.M. Windows Setup Guide 299

				
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