Automated Imports Module
From NewHaven Software Wiki
Russ horton (Talk | contribs) |
Russ horton (Talk | contribs) (→Overview) |
||
| Line 1: | Line 1: | ||
=Overview= | =Overview= | ||
| - | Orders imported into CMS (e.g. web sites and call centers) all go through a verification process in CMS's Verify Orders screen. This allows you to review orders to ensure they are complete and legitimate before stock is committed and the orders are released into the fulfillment and payment processing. | + | Orders imported into CMS (e.g. web sites and call centers) all go through a manual verification process in CMS's Verify Orders screen. This allows you to review orders to ensure they are complete and legitimate before stock is committed and the orders are released into the fulfillment and payment processing. |
| - | In practice, however, what you are likely to find is that the majority of your imported orders are fine as-is and do not require and | + | In practice, however, what you are likely to find is that the majority of your imported orders are fine as-is and do not require any editing. In such cases the operator is pulling up the order for review, probably looking for some red flags like missing information, an order balance, etc. and then saving the order. Saving the order removes it from the Verify Orders section and the order enters your fulfillment process. |
| + | |||
| + | This manual verification can be particularly cumbersome for companies importing high volumes of orders and/or with limited staff. While CMS does allow multiple operators to verify orders at the same time, ideally you'd want to let your operators just focus on reviewing orders that need human attention. This is where the Automated Imports module comes in. | ||
=Automation of your imports process= | =Automation of your imports process= | ||
Revision as of 20:51, 30 November 2009
Overview
Orders imported into CMS (e.g. web sites and call centers) all go through a manual verification process in CMS's Verify Orders screen. This allows you to review orders to ensure they are complete and legitimate before stock is committed and the orders are released into the fulfillment and payment processing.
In practice, however, what you are likely to find is that the majority of your imported orders are fine as-is and do not require any editing. In such cases the operator is pulling up the order for review, probably looking for some red flags like missing information, an order balance, etc. and then saving the order. Saving the order removes it from the Verify Orders section and the order enters your fulfillment process.
This manual verification can be particularly cumbersome for companies importing high volumes of orders and/or with limited staff. While CMS does allow multiple operators to verify orders at the same time, ideally you'd want to let your operators just focus on reviewing orders that need human attention. This is where the Automated Imports module comes in.
Automation of your imports process
When using the Automated Imports module, CMS can apply a series of validation checks to the imported orders to find the ones that need manual verification. A few examples of these types of checks include orders with a balance due, orders in excess of $X, unrecognized product code, international orders, and so on. These are common examples that most companies would want to use but there are many more options to choose from.
If the orders pass all of the validation checks you've selected, CMS will automatically save them as a completed order with no need to manually review. If however the order fails one or more of the validation checks, not only will the order appear in the Verify Orders screen but you'll also see which validation check(s) the order failed on so you know what needs to be corrected.
Using the Automated Imports module
The a Import validation Checks
Here is an example of what the Verify Imports screen looks like when you have the Automated Imports module:
Reprocess
