Re-download eCMS orders - Revision history

Msnyder: /* Marking the orders for downloading a second time */

2011-11-29T00:48:47Z

Marking the orders for downloading a second time

← Older revision		Revision as of 00:48, 29 November 2011
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	# Click '''Search'''.		# Click '''Search'''.
	# On the search results page, check the Check All box immediately above the '''Move to Pending''' heading. (You can uncheck individual orders if you need.)		# On the search results page, check the Check All box immediately above the '''Move to Pending''' heading. (You can uncheck individual orders if you need.)
	#* '''If you know of any orders that you have already processed and saved earlier today that come up in the search results, un-check their boxes so they will not be downloaded and processed again.'''		#* '''If you know of any orders that you have already successfully downloaded, processed, and saved earlier today that come up in the search results, un-check their boxes so they will not be downloaded and processed again.'''
	# Click '''Update Orders''' at the bottom of the page.		# Click '''Update Orders''' at the bottom of the page.
	# On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.		# On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.

Msnyder: /* Re-downloading the orders into CMS */

2011-11-29T00:47:29Z

Re-downloading the orders into CMS

← Older revision		Revision as of 00:47, 29 November 2011
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	===Re-downloading the orders into CMS===		===Re-downloading the orders into CMS===
	Just download orders as you normally would. ~~Any of these pending~~ orders ~~that~~ already ~~exist in CMS will be recognized as duplicates; the rest~~ should be in your verify queue (or processed via Automated Imports if you are using this module).		Just download orders as you normally would. The orders you just moved back into Pending, along with any others already there, should be in your verify queue (or processed via Automated Imports if you are using this module).

Msnyder: /* Marking the orders for downloading a second time */

2011-11-29T00:46:49Z

Marking the orders for downloading a second time

← Older revision		Revision as of 00:46, 29 November 2011
Line 20:		Line 20:
	# Click '''Search'''.		# Click '''Search'''.
	# On the search results page, check the Check All box immediately above the '''Move to Pending''' heading. (You can uncheck individual orders if you need.)		# On the search results page, check the Check All box immediately above the '''Move to Pending''' heading. (You can uncheck individual orders if you need.)
			#* '''If you know of any orders that you have already processed and saved earlier today that come up in the search results, un-check their boxes so they will not be downloaded and processed again.'''
	# Click '''Update Orders''' at the bottom of the page.		# Click '''Update Orders''' at the bottom of the page.
	# On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.		# On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.

Msnyder at 20:34, 28 November 2011

2011-11-28T20:34:02Z

← Older revision		Revision as of 20:34, 28 November 2011
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	==Steps to re-download a batch of orders==		==Steps to re-download a batch of orders==

			===Removing the old downloads from the Verify queue in CMS===
			If you have already downloaded the orders and are re-downloading to fix missing or bad data, you will need to first delete them from the Verify queue.
			# Inside CMS, click on the Verify Orders button (the 4th from the left in the '''eCMS Toolbar'''), or using the menu, select '''Fulfillment->Verify Imports'''.
			# Select the orders you need to clear out and click the '''Delete Orders''' button at the bottom of the window.
			#* If any of the orders are in red, they will need to be unlocked before they can be deleted. Highlight the order and click the '''Unlock Orders''' button (you can Ctrl-Click to select more than one), then delete the orders as described above.

			===Marking the orders for downloading a second time===
	# Log into your eCMS admin.		# Log into your eCMS admin.
	# Open '''Orders->Search'''.		# Open '''Orders->Search'''.
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	# To double-check, click on '''Orders->Pending''' in the left menu. You should see the orders you just selected on this page ready for download.		# To double-check, click on '''Orders->Pending''' in the left menu. You should see the orders you just selected on this page ready for download.

	~~==Re~~-~~downloading~~ individual orders==		To re-download individual orders by orderID or customer info:
	# Open the order search as described above.		# Open the order search as described above.
	# Change the '''Search By''' drop-down to match the order you are looking for - orderID (web orderID), customer last name, customer email address.		# Change the '''Search By''' drop-down to match the order you are looking for - orderID (web orderID), customer last name, customer email address.
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	# Check the '''Move to Pending''' box for any orders you want to re-download and click Update Orders. Confirm your selection on the next page as well.		# Check the '''Move to Pending''' box for any orders you want to re-download and click Update Orders. Confirm your selection on the next page as well.

	==Re-downloading the orders into CMS==		===Re-downloading the orders into CMS===
	Just download orders as you normally would. Any of these pending orders that already exist in CMS will be recognized as duplicates; the rest should be in your verify queue (or processed via Automated Imports if you are using this module).		Just download orders as you normally would. Any of these pending orders that already exist in CMS will be recognized as duplicates; the rest should be in your verify queue (or processed via Automated Imports if you are using this module).

Msnyder: Created page with '==Overview== This article describes how to re-download a batch of eCMS orders that have been downloaded previously. This can be necessary if a download was corrupted upon import…'

2011-11-28T17:37:48Z

Created page with '==Overview== This article describes how to re-download a batch of eCMS orders that have been downloaded previously. This can be necessary if a download was corrupted upon import…'

New page

==Overview==
This article describes how to re-download a batch of eCMS orders that have been downloaded previously.

This can be necessary if a download was corrupted upon import to CMS or missing information (i.e. credit cards). The steps below are written with a date range of orders in mind; if you need to find an order for a specific customer/email address or web orderID, you can do that instead by changing the Search By option accordingly.

==Steps to re-download a batch of orders==
# Log into your eCMS admin.
# Open '''Orders->Search'''.
# Change the '''Search By''' drop-down to Date Ordered.
# In the '''From''' box towards the right-hand side of the page, enter the first date you need to re-download orders for. (It's better to err on the side of caution and choose an earlier date if there's any doubt - previously-downloaded orders will be de-duped by CMS during the download and will not create duplicate orders.)
# In the '''To''' box, enter the ending date range (today's date at the latest).
# Click '''Search'''.
# On the search results page, check the Check All box immediately above the '''Move to Pending''' heading. (You can uncheck individual orders if you need.)
# Click '''Update Orders''' at the bottom of the page.
# On the confirmation page, check the box to confirm you want to move those orders back into pending, and submit.
# To double-check, click on '''Orders->Pending''' in the left menu. You should see the orders you just selected on this page ready for download.

==Re-downloading individual orders==
# Open the order search as described above.
# Change the '''Search By''' drop-down to match the order you are looking for - orderID (web orderID), customer last name, customer email address.
# Enter the search criteria in the '''Search For''' box (to the left of the date range boxes) and click '''Search'''.
# Check the '''Move to Pending''' box for any orders you want to re-download and click Update Orders. Confirm your selection on the next page as well.

==Re-downloading the orders into CMS==
Just download orders as you normally would. Any of these pending orders that already exist in CMS will be recognized as duplicates; the rest should be in your verify queue (or processed via Automated Imports if you are using this module).