Difference between revisions of "How do I configure defaults for my online orders?"
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If you sell on eBay or on an e-commerce website, you can have all of your sales automatically created in Platinum Sales Order Processing, saving you the time and trouble of re-inputting the information and letting you concentrate on the important business of sending goods to your valuable customers. These orders can be created with a set of defaults which you are able to configure. | If you sell on eBay or on an e-commerce website, you can have all of your sales automatically created in Platinum Sales Order Processing, saving you the time and trouble of re-inputting the information and letting you concentrate on the important business of sending goods to your valuable customers. These orders can be created with a set of defaults which you are able to configure. | ||
| − | {{Tip|{{SalesContact}} to set up the eBay link or to get your online orders into Platinum.}} | + | {{Tip|title=Tip|text= {{SalesContact}} to set up the eBay link or to get your online orders into Platinum.}} |
== More Information == | == More Information == | ||
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*{{DataPrompt|Order Depot}} - If you are running a multi-depot operation you can have your orders defaulted to a specific depot by entering it here. If this is left blank, orders will be created at your default depot, usually {{DataValue|STOCK}}. | *{{DataPrompt|Order Depot}} - If you are running a multi-depot operation you can have your orders defaulted to a specific depot by entering it here. If this is left blank, orders will be created at your default depot, usually {{DataValue|STOCK}}. | ||
*{{DataPrompt|Order Status}} - Enter here the status you wish to have applied to orders created from this source. This can be useful when searching for orders from the Sales Order Maintenance screen. You can also use the status to colour code your orders, making it easy to see at a glance which are orders from your website, eBay and retail orders. For more details on creating statuses see [[How do I Set up Statuses for Sales Orders?|here]]. | *{{DataPrompt|Order Status}} - Enter here the status you wish to have applied to orders created from this source. This can be useful when searching for orders from the Sales Order Maintenance screen. You can also use the status to colour code your orders, making it easy to see at a glance which are orders from your website, eBay and retail orders. For more details on creating statuses see [[How do I Set up Statuses for Sales Orders?|here]]. | ||
| − | *{{DataPrompt|Price Code}} - Any customers created from this source can have a price code assigned to them, so that if you create an order manually for one of these customers, it will use this price code instead of the default retail price against items. This will not affect the prices of items on any orders created from this source since this will be defined by the website. For more details on using price codes, see [[How do I Set up Price Codes?| | + | *{{DataPrompt|Price Code}} - Any customers created from this source can have a price code assigned to them, so that if you create an order manually for one of these customers, it will use this price code instead of the default retail price against items. This will not affect the prices of items on any orders created from this source since this will be defined by the website. For more details on using price codes, see [[How do I Set up Price Codes?|HERE]]. |
== See also == | == See also == | ||
| − | *[[How do I Get my eBay Sales in to Platinum?]] | + | * [[:Category:Getting Started|Getting Started]] |
| − | *[[How do I Review New Web Customers?]] | + | * [[:Category:Platinum O|Platinum Driven Website Help]] |
| + | * [[Catalyst FindIt]] | ||
| + | * [[How do I Add Items to my Website?]] | ||
| + | * [[How do I add news to my website?]] | ||
| + | * [[How do I Assign Stock Codes to my eBay Listings?]] | ||
| + | * [[How do I Configure Defaults for my Online Orders?]] | ||
| + | * [[How do I Get my eBay Sales in to Platinum?]] | ||
| + | * [[How do I Review New Web Customers?]] | ||
| + | * [[How do I Get my eBay Sales in to Platinum?]] | ||
| + | * [[How do I Set up Price Codes?]] | ||
| − | {{KB_Tags|e-commerce, ecommerce, web, orders, online, ebay}}{{KB_OP}}{{KB_POnline}} | + | {{KB_Tags|e-commerce, ecommerce, web, orders, online, ebay}} |
| + | {{KB_OP}} {{KB_POnline}}{{FAQ}} | ||
Revision as of 13:05, 16 August 2013
Summary
If you sell on eBay or on an e-commerce website, you can have all of your sales automatically created in Platinum Sales Order Processing, saving you the time and trouble of re-inputting the information and letting you concentrate on the important business of sending goods to your valuable customers. These orders can be created with a set of defaults which you are able to configure.
 | Tip: Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page to set up the eBay link or to get your online orders into Platinum. |
More Information
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Customer References". In here you will see a list of available customer references.
- If you wish to amend the defaults for eBay orders, click on the "eBay" customer reference and click [Edit].
- To edit orders created from your own e-commerce website, click on the "Own Website" and click [Edit].
- Click on the "Parameters" tab.
- "Cost Centre" - If you want to analyse all orders created from this source to one sales centre, click on the "Cost Centre" field and enter the appropriate centre or search for the correct centre.
- "Payment Centre" - Enter here the default payment centre for customers and orders created from this source. If you have the system set to create deposits for each order, this will also be the payment centre against which the deposit is created.
- "Create Deposits?" - Set this parameter to 'Yes' and Platinum will create deposits against the orders as they are created.
- "Order Type" - Use this drop down to select the default order type for orders from this source. This can be useful if you only want to have to print a delivery note for your web orders whereas your normal customer orders require you to print confirmation notes. Leaving this as 'Default' will let the system create orders with your default order type. For more details on order types see here.
- "Order Depot" - If you are running a multi-depot operation you can have your orders defaulted to a specific depot by entering it here. If this is left blank, orders will be created at your default depot, usually 'STOCK'.
- "Order Status" - Enter here the status you wish to have applied to orders created from this source. This can be useful when searching for orders from the Sales Order Maintenance screen. You can also use the status to colour code your orders, making it easy to see at a glance which are orders from your website, eBay and retail orders. For more details on creating statuses see here.
- "Price Code" - Any customers created from this source can have a price code assigned to them, so that if you create an order manually for one of these customers, it will use this price code instead of the default retail price against items. This will not affect the prices of items on any orders created from this source since this will be defined by the website. For more details on using price codes, see HERE.
See also
- Getting Started
- Platinum Driven Website Help
- Catalyst FindIt
- How do I Add Items to my Website?
- How do I add news to my website?
- How do I Assign Stock Codes to my eBay Listings?
- How do I Configure Defaults for my Online Orders?
- How do I Get my eBay Sales in to Platinum?
- How do I Review New Web Customers?
- How do I Get my eBay Sales in to Platinum?
- How do I Set up Price Codes?
