One Stop Order Processing allows you to manage all of your orders from Ebay,
Amazon, RomanCart and Playtrade in the same place. Access your orders from anywhere
on your Local Area Network.
You can quickly and easily take all orders from being received to being despatched. Manage your internet orders in a way that fits in with the way that you want to run your business
With One Stop Order Processing you can select multiple orders, using your selection
criteria, quickly and easily take them through to completion.
You can integrate with other 3rd party systems using the order export features
and allow your orders to be tracked online (using the built-in order tracking
(hosted on your website)). Integration with Courier systems is also supplied
(e.g. CityLink or Business Post).
You can easily import your orders into One Stop Order Processing. Click on
the Import Orders button (
).
Orders are imported into One Stop Order Processing using the exported orders
file from the relevant internet site (e.g. ebay.co.uk).
When you select the file to import order information you are shown how to retrieve
the orders from each site.
The following links show the details of how to import each type.
Ebay
Amazon SellerCentral
Amazon Marketplace
PlayTrade
RomanCart
You are shown the various import types. If you select the relevant type and
either click on Edit or double click on the line you are shown the Order
Import Information options. This allows you to enter the name of the file
containing the order information.
Each import type shows you the last time and date when orders were imported
and the number of orders.
The first time that you start One Stop Order Processing you are shown the One Stop Order Processing Quick Setup Wizard. This allows you to enter the basic information required to get you started. You can re-run the Wizard at any time or include more detailed information in the Options. You are also shown the wizard whenever a new site is created.
You can select which orders to show based upon a variety of ways, for example,
when the order was placed.
Status
This can be set to show orders only certain orders:
. Not shipped
. Paid and shipped
. Shipped
. Not paid or not shipped
. All orders.
Highlight Colour
You can assign colours to specific orders. You can then choose to only show
orders with a certain colour assigned to it. Each colour can be assigned a specific
task (or order state) to fit in with how you run a shop. For example, if 3 different
people process orders, each order handled by that person can be assigned their
colour. Each user, on a different system can choose to only display their orders.
You may also choose to use the colour red to signify an order from an important
customer or to validate the customer’s delivery address (if a PO Box has
been entered as the delivery address).
NOTE: You can create up to 26 different colours, each having their own
name. To do this press the 
button
to the right of the Highlight Colour Filter.
Date
You can use a master date filter to only show orders within a certain date range.
The date range here can be used in addition to the main filtering. This selection
is also independent of which view you are using. This can be very useful for
when you have a large number of orders. You can set this to show only the last
30 (or 60 or 90) days orders. You can also change the available date periods
to show orders from by pressing the button to the right
of the Date area. This displays the following dialog:
You can also choose which date to use for the master filtering.
Checkout date
The date that the customer placed the order
Payment date
The date that the order paid for
Dispatch date
The date that the order was shipped
Shop Type
You can show orders from all of your shops (e.g. Ebay and Playtrade) or a specific
shop type. This allows you to manage all of your orders from different shops
in a single website.
Once the list of orders has been displayed you select the orders to process
by checking (ticking) the order to the left of the order.
You can only use filters on the Custom values that allow values to be entered.
Filtering will be done on the values entered for that particular field (not
including the default value).
Advanced Filtering
A filter is based upon one of the currently shown columns. To create a filter
do the following:
1. Choose a Field type, for example, Checkout date.
2. Select the Criteria, for example Between.
3. Enter values for the chosen criteria, for example 9am on the 10th July 2007
and 5pm on the 30th July 2007.
4. Press the Refresh button ( 
).
NOTE: You can also refresh orders by pressing the F5 button.
More filtering options
There are several useful filtering features that can make searching
for groups of items very easy. You can use 1 of 2 methods:
1. When searching for text items (e.g. Customer), you can select the Criteria Is one of. You can then type in a list of name separated by a comma (e.g. Brown,Smith,Jones). This will then produce a list of all the named people (in this case Brown, Smith and Jones).
2. Get the filtering values from a file. If you type in !! followed by a filename (for example, !!C:\temp\filtervals.txt) the filter uses the value in the file. This can either be a single word, number etc. or it can use a list of values (as described in method 1).
You can easily find orders that contain certain text. If you enter text into the Search for orders with (F3) button all fields of all the currently displayed orders are searched. This can be very useful if someone telephones you and says their name or company but you don’t know which field they entered the values into. Every time you search for text it searches from the currently selected line. If the end of the orders list is passed the start of the orders list is searched. If no orders are found that contain the text a message is displayed. When an order is found that matches your text is automatically checked (ticked).
NOTE: After entering your text you can also press F3 to find the text.
More searching options
You can get the value to find from a file. If you type in !! followed by a filename (for example, !!C:\temp\findval.txt) the filter uses the value in the file. This can either be a single word, number etc..
A view is group of fields to display the order information by. There are several
pre-defined views, each displaying the appropriate fields for a given task.
You can modify these views or create additional ones by pressing the Customize
view button (
).
Several views are installed. These include Courier views (that allow your order details to easily be imported into external Courier systems).
You can Export Order Details to other 3rd party systems.
Once order tracking has been setup (see the Track Online options for more information) you can select ¦any of your orders and upload their tracking information to your website. Customers can be sent an email which will automatically include a link to their order tracking information (on your website) and/or they can use an order tracking box on your website, where they type in their order number. You can then update (and upload) their tracking details to notify your customers of the order process.
You can change the information to display in the online tracking form. You
can include details about the order and include up to 15 additional custom values
specific to your business. This can include fields for you to add in comments
or batch numbers or courier tracking, who packed by etc.. You can also configure
the tracking options.
If you right click (with the mouse) while on an order an additional menu is displayed. This provides the following features:
Auto totaling
If the field contains a numeric value (e.g. order total) all of the currently
displayed orders’ values will be added up and displayed.
Copying information to the clipboard
If you want to easily export information to another application (e.g. Microsoft
Word) you can right click (on the mouse) on an order and either copy the current
item or the entire line to the clipboard. This can then be pasted into any other
application.
NOTE: This option is only available if a single order has been selected
Checking and Unchecking selected orders
If you select more than 1 order you can choose to check or uncheck all of the
selected orders.
You can display the current order details in any of the following ways.
Double clicking the mouse on an order.
Select an order and right click (on the mouse) and select the Show Order Details
option.
NOTE: Only 1 person can edit an order at a time. While an order is being
edited it can still be viewed by other users. You are prevented from editing
an order if someone else is editing the order. If you have the ‘Allow locked
orders to be changed’ option enabled (in the Setup
Available Features dialog) you can override the other person editing an
order. However, this will then prevent the other user from saving their changes.
In practice, if this situation arises you should either talk to the person or
send them a message (using the logged on users dialog from the main dialog).
Each order is made up of the following pages:
Customer details
Items ordered
Memo
Order custom values
You can see which other computers (users) are current using One Stop Order
Processing. You can also send messages to them when any order issues arise.
To do this press the Logged on Users button.
If you want to print the current orders as they are shown select the Print Order View menu option (under File->Print menu option). If you have specific orders selected you will be prompted to see if you only want those orders printed or all the orders matching the current filter.
When you print the current orders, the current column widths and columns selected are used to print the report. If you want a report to contain certain information you should add that column to the current view (or create a specific view to print the order details).
If the orders printed are too large to fit onto a single page they are split over more than 1 page. When the report is printed the page number and its location in the report is printed on each page. For example, if a report is too wide for a single page and fits onto 2 pages and there are 2 pages of orders, the page details are printed as:
. Page 1 (Row 1 Column 1)
. Page 2 (Row 1 Column 2)
. Page 3 (Row 2 Column 1)
. Page 4 (Row 2 Column 2)
Using this information you can assemble the report as a single page.
When you print a report of the current orders any fields that contain numbers
or prices will be automatically added up and a total printed at the end of the
report. You can configure which columns are totaled by amending their details
in the Customise View dialog (press the Customize
view button ().
For each selected order you can print, preview, email the Invoice or Packing
List. All the selected orders can also be marked as shipped, have their addresses
formatted or the order tracking details published to a website for order tracking.
You can communicate with your customers by sending them emails to tell them what stage their order is at. Several default templates are supplied. You can amend these or create your own. Emails can be sent as HTML or plain text.
NOTE: Html emails can not be sent if you are using a MAPI client (e.g. Outlook). You should use an SMTP server for this. See the Setup Email for more information on how to do this.
Order Display
Invoice and Packing List Options
Printing Fields
Emailing
Track Online
Formatting Address
Company Details
You can install and use One Stop Order Processing on up to 8 PCs at the same time.
NOTE: Each different PC used to connect to the same website (database) will need a separate license.
There are certain requirements (and limitations). These are described below:
1. All PCs must have the relevant security access to the main PC. If you do
not have the required access a message will be displayed by One Stop Order Processing
when selecting the remote site. You should consult your System Administrator
if you do not have remote access to the main PCs directory.
2. Ideally you should divide the orders to process across the remote machines.
If more than 1 person processes the same order changes made by one user may
overwrite changes from another.
Once the remote site has been selected One Stop Order Processing will continue
to use the selected site (i.e. you won’t need to re-select the site each
time that you start One Stop Order Processing).
Changing the site to process orders for
Setting up Email
Managing Assistant Messages
Managing Order Backups
Archiving Orders