Automated Imports Module - Revision history

Russ horton: /* Reprocessing */

2015-03-16T18:41:43Z

Reprocessing

← Older revision		Revision as of 18:41, 16 March 2015
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	In some cases you may end up with hundreds or even thousands of imported orders that have failed the validation checks. A good example of this is when you import orders that may have ad or product codes which are live on the site but haven't been entered into CMS yet.		In some cases you may end up with hundreds or even thousands of imported orders that have failed the validation checks. A good example of this is when you import orders that may have ad or product codes which are live on the site but haven't been entered into CMS yet.

	Instead of having to correct that in CMS and then manually validate all of those orders that failed, you can instead just click the Reprocess button after adding the missing code to CMS. For the selected the order source, CMS will go through all orders in the Verify Imports window and reapply the validation checks, saving the orders as complete where it can. As before, if the orders fail any validation checks ~~those checkboxes~~ will be updated to tell you where the failures were.		Instead of having to correct that in CMS and then manually validate all of those orders that failed, you can instead just click the Reprocess button after adding the missing code to CMS. For the selected the order source, CMS will go through all orders in the Verify Imports window and reapply the validation checks, saving the orders as complete where it can. As before, if the orders fail any validation checks the corresponding check-boxes will be updated to tell you where the failures were.

			Any time you run an import for an order source with AIM, all orders for the order source, even those previously downloaded, will be put through the AIM validation checks again. The Reprocess option is there in cases where you'd want to process the orders in the queue before importing any new orders. A motivation for this would be trying to ensure that the first orders in are the first ones to be processed, whether it be for processing time, meeting shipping cut-off times, allocation of inventory, etc.

	=Availability=		=Availability=

Russ horton: /* Import Validation Checks */

2014-05-20T18:52:01Z

Import Validation Checks

← Older revision		Revision as of 18:52, 20 May 2014
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	You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:		You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:

	[[image:~~6osavm~~.jpg]]		[[image:9aim.jpg]]

	Your selections will be stored for each order source and will now be the default options for future imports from this order source.		Your selections will be stored for each order source and will now be the default options for future imports from this order source.

Russ horton: /* Import Validation Checks */

2014-05-20T18:50:57Z

Import Validation Checks

← Older revision		Revision as of 18:50, 20 May 2014
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	You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:		You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:

	[[image:~~6oeavm~~.jpg]]		[[image:6osavm.jpg]]

	Your selections will be stored for each order source and will now be the default options for future imports from this order source.		Your selections will be stored for each order source and will now be the default options for future imports from this order source.

Russ horton: /* Import Validation Checks */

2014-05-20T18:50:30Z

Import Validation Checks

← Older revision		Revision as of 18:50, 20 May 2014
Line 19:		Line 19:
	You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:		You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:

	[[image:~~aiimport2~~.~~png~~]]		[[image:6oeavm.jpg]]

	Your selections will be stored for each order source and will now be the default options for future imports from this order source.		Your selections will be stored for each order source and will now be the default options for future imports from this order source.

Russ horton: /* Processing */

2012-10-02T19:48:55Z

Processing

← Older revision		Revision as of 19:48, 2 October 2012
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	The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from an eCMS store, as soon as all of the orders finished importing (they initially go into the Verify Imports queue) the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.		The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from an eCMS store, as soon as all of the orders finished importing (they initially go into the Verify Imports queue) the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.

	[[image:~~6imports~~.~~jpg~~]]		[[image:v9aistatus.png]]

	==Verification of failures==		==Verification of failures==

Russ horton: /* Using the Automated Imports module */

2012-10-02T19:43:17Z

Using the Automated Imports module

← Older revision		Revision as of 19:43, 2 October 2012
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	*Product - Does the product code match one in your product list. CMS is still able to import non-matching products as 'one-time' items if there is no match but generally this is undesirable since it will not deduct from stock.		*Product - Does the product code match one in your product list. CMS is still able to import non-matching products as 'one-time' items if there is no match but generally this is undesirable since it will not deduct from stock.

	The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from eCMS, as soon as all of the orders finished importing (they initially go into the Verify Imports queue) the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.		==Processing==

			The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from an eCMS store, as soon as all of the orders finished importing (they initially go into the Verify Imports queue) the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.

	[[image:6imports.jpg]]		[[image:6imports.jpg]]

Russ horton: /* Import Validation Checks */

2012-10-02T19:41:37Z

Import Validation Checks

← Older revision		Revision as of 19:41, 2 October 2012
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	[[image:6imports.jpg]]		[[image:6imports.jpg]]

	~~'''eCMS Imports'''~~

	Automated Imports for eCMS works largely the same as above except that your imports are typically done just with the click of the Download Orders button. As such, you will instead pre-configure which automated imports options you'd like to use so they will apply automatically each time you download.

	This configuration is done in Setup>eCMS>Options>Store Specific. There you can set which options you want to use for each store. The options can be different for each store and will be stored as the default settings for this store.

	==Verification of failures==		==Verification of failures==

Russ horton: /* Using the Automated Imports module */

2012-10-02T19:40:20Z

Using the Automated Imports module

← Older revision		Revision as of 19:40, 2 October 2012
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	==Import Validation Checks==		==Import Validation Checks==

	The process ~~for~~ using Automated Imports ~~differs a bit between eCMS imports and~~ the import of XML files~~. Both are described below~~.		The process of setting up and using Automated Imports is the same for all import order sources, including XML files and eCMS integrations.

	~~'''XML Imports'''~~		You'll start by configuring the Automated Imports options for each order source in Setup>Fulfillment>Import Sources:

	You'll start by ~~importing orders as you normally do through~~ the ~~Verify~~ Imports ~~screen where you'll want to check the box~~ for ~~'Perform Automated~~ Import ~~Processing' as seen below. This will then unlock all of the validation checks you can choose from~~:

	[[image:aiimport2.png]]		[[image:aiimport2.png]]

	Your selections will be stored for ~~this~~ order source and will now be the default options for future imports from this order source.		Your selections will be stored for each order source and will now be the default options for future imports from this order source.

	In addition to the optional validation checks shown, there are a number of non-optional checks CMS will employ. These include:		In addition to the optional validation checks shown, there are a number of non-optional checks CMS will employ. These include:
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	*Product - Does the product code match one in your product list. CMS is still able to import non-matching products as 'one-time' items if there is no match but generally this is undesirable since it will not deduct from stock.		*Product - Does the product code match one in your product list. CMS is still able to import non-matching products as 'one-time' items if there is no match but generally this is undesirable since it will not deduct from stock.

	The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from eCMS, as soon as all of the orders finished importing the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.		The Automated Imports module, if enabled, will run immediately following the importing of new orders. For example, if you imported orders from a file or downloaded from eCMS, as soon as all of the orders finished importing (they initially go into the Verify Imports queue) the Automated Imports module takes over and cycles through all of the orders for that order source and applies its validation checks. In the screen shot below you'll see when CMS starts 'processing errors' and shows the status of each order as it passes or fails the Automated Imports processing.

	[[image:6imports.jpg]]		[[image:6imports.jpg]]

Russ horton: /* Verification of failures */

2012-10-02T19:36:37Z

Verification of failures

← Older revision		Revision as of 19:36, 2 October 2012
Line 48:		Line 48:
	Here you can see examples of orders which have failed for multiple reasons:		Here you can see examples of orders which have failed for multiple reasons:

	[[image:~~AIverify~~.jpg]]		[[image:aiverify.jpg]]

	==Reprocessing==		==Reprocessing==

Russ horton: /* Verification of failures */

2012-10-02T19:34:16Z

Verification of failures

← Older revision		Revision as of 19:34, 2 October 2012
Line 48:		Line 48:
	Here you can see examples of orders which have failed for multiple reasons:		Here you can see examples of orders which have failed for multiple reasons:

	[[image:AIverify.~~png~~]]		[[image:AIverify.jpg]]

	==Reprocessing==		==Reprocessing==