2010 user conference april 23 rd – 25 th, philadelphia, pa workflow and automation sam grow senior...

2010 User ConferenceApril 23rd – 25th, Philadelphia, PA

Workflow and Automation

Sam Grow

Senior Technician


3 Parts of Order Flow

• Import/Manual Entry

• Processing the Order

• Shipping The Order


Importing and Manual Entry

• Importing Orders from the Web

• Manual Entry For Phone and Fax

– 4 easy to use tabs

• Addresses

• Line items

• Messages & Notes

• Payment


Processing

• View Orders

• Any of the following– Verify Address and Customer

– Check for Comments & Instructions

– Check Notes

– Set Shipping Method

– Order Drop Ships


Processing cont…

• Any of the following cont…– Charge Card or Record Payment

– Order and Fill Backorders

– Edit and Change the order

– Cancel the order

– Approve the order


Shipping

• View Orders Shipping & Tracking Tab

• Quick Ship– Type in the Order Number

– Double check the box

– Change weight and method if needed

– Print the label

– UPS/FedEx/USPS all usable


Automating these Steps

• Automate the import

• Approval Rules

• Multi Order Processor

• Useful Quick Filters

• Batch Printing

• Shipping


Import• Approval Rules

• Verify Address

• MaxMind

• Charge Cards

• Print Paperwork

• Print Shipping Labels

• Order Drop Ships


Approval Rules

• Automatically approve orders on import based on criteria you decide

• Set shipping methods

• Set Order States


Multi Order Processor

• List form of View Orders

• Process Credit Cards in batch

• Approve in batch

• Cancel Orders in batch

• Drop ship in Batch

• Batch Print both paperwork and labels


Useful Quick Filters

• All Pending

• Complete Pending

• Orders From Last import

• Approved Orders With no Tracking #

• Drop Ships missing Date Shipped

• Custom


Batch Printing Documents

• Print Later instead of Print Now

• Invoices

• Packing Slips

• Allows for departmentalizing the order flow between processing and shipping

• Shipping Labels


Shipping

• Batch Printing Labels

• Integrated Packing Slips

• Pack and Ship/Quick Ship


Batch Printing Labels

• Located in the Batch Print Screen

• Lets you print labels out quickly

• More matching work later

• Prone to human error and lost paperwork


Integrated Label

• Can be batched just like shipping labels

• Combines the packing slip or Invoice and the label

• Cuts down on human error compared to batch printing labels

• Call Sales to purchase


Pack and Ship / Quick Ship

• Cut down on Errors and errant shipments

• Use Barcode scanner and Scale

• Fast


Thank You!

Any Questions?