One Stop Order Processing
One Stop Order Processing for Ebay, Amazon, RomanCart, SellerDeck/Actinic, CubeCart, Rakuten, eBid, ekmPowershop, Magento, Pinnacle Cart, Shopify, Actinic Online/Oxatis, osCommerce, X-Cart, CRE Loaded, Interspire and other Systems, Mail Order and Telephone Sales
www.1stoporders.co.uk

One Stop Order Processing for Ebay, Amazon, RomanCart, SellerDeck, CubeCart, Rakuten, eBid, ekmPowershop, Magento, Pinnacle Cart, Shopify, Actinic Online/Oxatis, osCommerce, X-Cart, CRE Loaded, Interspire and other Systems, Mail Order and Telephone Sales


With One Stop Order Processing you can import orders and manage your products from various selling platforms or create your own orders and products. 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. UKMail). You can export order and product information to accounting systems.

Importing Orders from Ebay, Amazon, RomanCart, SellerDeck, CubeCart, Rakuten, eBid, ekmPowershop, Magento, Pinnacle Cart, Shopify, Actinic Online/Oxatis, osCommerce, X-Cart, CRE Loaded, Interspire and other Systems

You can easily import your orders into One Stop Order Processing. Click on the Import Orders button ( ). When you import orders you can choose to automatically import the product details into the inventory system. You can then manage your stock and produce details reports based on your products (e.g. Total Sales or Profit).

Setting up for the first time

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.

Creating your own orders

If you accept telephone orders, mail orders or want to enter manual orders click on the New Order button (

Amending orders


You can change any order imported into One Stop Order Processing. For example, if you want to change a customer's address, items ordered or add notes. To amend (or view) an order double click on the order in the list of orders.

Changing orders details on the main Order List (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

If you are using Professional (or higher) you can edit an order in the main view. To do this click the value to amend and press F2 or right click the mouse and select the Edit Item menu option. When you edit items you can also assign a list of values to the field, which can be useful for selecting fixed values (e.g. Courier). For more information on setting up lists see the List Manager Section . When you are amending an order you can choose to change the value for the current field or the same field in all the selected or ticked orders. This is shown below:



This can be very useful if you need to set the value for a large amount of orders (or linked product details).

Refunds (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

You can create a refund (or credit note) for an order by select the Edit->Issue Refund menu option or right clicking on an order, right click the order and selecting the Issue Refund menu option. For more details see the Refund details.

Combining Orders (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

If you want to merge multiple orders into a single order to reduce shipping costs or produce a consolidated invoice select the relevant orders and select the Combine option. For more details see Combining orders


Cancelling and Holding Orders (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

If a customer wants to cancel an order you can select the order and select the cancel option (either use the Edit->Cancel Order menu option or use the right mouse button and select the Cancel Order option). Cancelled orders have a no entry icon ().

If you need to hold an order while checks are made, you can select the Hold option. Yo do this select the Edit->Hold Order menu option or use the right mouse button on an order and select the Hold Order menu option.Held orders have a question mark icon ()

Once an order has been shipped you can't Hold or Cancel an order.

You can use the Status filter to only show cancelled and held orders or not to show them.


Sending Orders to Couriers (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

Once you have setup the courier rules and run them (by clicking on the Run Rules for this Order button, on the Shipping tab on an order or selecting the Couriers->Update Order Courier using Rules menu option (or manually set the Courier and Service) to send the order by you send them to the courier by clicking on the Send to Courier button. Once the orders have successfullt been sent to the courier you can print the courier label.

For more information on setting up the Courier and Service view the Shipping and Courier Options

Order selection

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 not shipped
. Paid and shipped (A complete order)
. Shipped
. Not paid or not shipped (And uncomplete order)
. Unpaid
. All orders
. Cancelled or On Hold


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

Import/creation date
The date and time that the order was imported into One Stop Order Processing. This is also the creation date of the order if it was manually entered.

NOTE: This date type is shown on the main screen next to the date filter (so that you can see which date is being used for filtering).

Shop Type
You can show orders from all of your shops (e.g. Ebay and Rakuten) 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.

Instant Filtering - Showing orders based upon currently selected order
If you select an order and click on the right mouse button you can select a filter to show orders based upon the selected information. The options available are:

Date values
Filter order list on dates equal to this date
Filter order list on dates equal to or before this date
Filter order list on dates equal to or after this date

Numbers and costs (prices)
Filter order list on items equal to this value
Filter order list on items less than or equal to this value
Filter order list on items greater than or equal to this value

Text (string)
Filter order list on items equal to this value

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). If you are using multiple items they can appear as a comma separated list or have a new item to search for on a separate line of the file.


Stored Filters (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)
When you have setup a filter to show specific orders you can store it to use later. This filter can easily be used for specific tasks. To create a filter click othe + button next user Stored Filters. To use a Stored Filter tick the box next to Use Stored Filters. This allows you to use a setup filter.



When you add (or amend) a filter you are shown the filter definition (SQL) used to show the orders. You can amend this to include more order filtering details. More details are explained in the Advanced Users Guide. When you are using filters that require dates in ranges (e.g. last 7 days) you should use one of the following macros (so that the date is selected each time the filter is run).

{{LAST1DAYS}}
{{LAST2DAYS}}
{{LAST3DAYS}}
{{LAST7DAYS}}
{{LAST10DAYS}}
{{LAST30DAYS}}
{{LAST60DAYS}}
{{LAST90DAYS}}

NOTE: When you create a filter you can give it a name and also amend the SQL used. You can also use the filters when calling One Stop Order Processing from the command line (see One Stop Order Processing Batch Options for more information).

Finding Orders

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..


Views

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).

Products (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

One Stop Order Processing allows you to manage your products and stock across multiple selling platforms. You can amend, import and export product information. To see your current products select the Products->Manage menu option or click on the Products button (). Each product can up to 3 different suppliers.


Customers

You can view all of the customers by clicking on the Customers button (). You can also use the Contacts->Customers->Manage menu option. The customer browser is also shown when you use create orders (and use the Find button).


Suppliers (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

Products can be assigned up to 3 suppliers. This can be used to either dropship orders or produce purchase orders for reordering stock. To view, amend or create Suppliers select the Contacts->Suppliers->Manage menu option. Using supplier purchase orders you can create separate purchase orders for each supplier. You can also send separate emails to suppliers for customer's orders related to them. For example, if an order is placed that has 4 products, 2 from one supplier and the other 2 from other suppliers, 3 separate emails are sent (or 3 separate purchase orders printed). If you currently use the supplier details as part of the SKU you can automatically create supplers from the SKUs. See Generate Suppliers from SKUs for more information.


Exporting Order Details (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

You can Export Order Details to other 3rd party systems including

Amazon Shipping Confirmation
Ebay Shipping Confirmation
RoyalMail SmartStamp
RoyalMail Despatch Express
UKMail Consignor
QuickBooks
Sage
SageOne
Post Office Proof of Posting
Royal Mail Depsatch Manager Online (DMO)
ParcelForce (WDMO Online)
MetaPack
RoyalMail Click and Drop


NOTE: If you are using Professional you can send the details directly to the couriers using the Courier Options.


Order Tracking (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

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 50 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.

Additional order handling

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. If there are any checked (ticked) orders these are also added up. This can be useful if you want to find the total of certain order values from all of those 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.


Displaying order details

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).



Order details pages

Each order is made up of the following pages:

Customer details
Items ordered
Shipping
Memo
Order custom values



Logged on Users

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.


Printing order details

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 ().



Processing orders

For each selected order you can print, preview, email the Invoice, Packing List or Purchase Order. 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. If you want to individually ship each item for an order (for example, if an order has 3 items and you only want to ship one of them), tick the 'Only include ticked order lines' option on the Display options. If you are using this approach the order will only be marked as shipped, and be given a shipping date when all the order lines are shipped.

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.

Advanced processing (This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing)

If you want more advanced processing tasks, for example, to mark orders red if they are for Expedited shipping and they are sold on Amazon, you can use this option. click on the button to the right of the Advanced button. This will display the Advanced Order Processing rules. You can define multiple rules to perform on the selected (ticked orders). For more information on how to setup rules see the Advanced Order Processor

Options

Order Display
Invoice, Packing List and Purchase Order Options
Shipping
Printing Fields
Emailing
Track Online
Formatting Address
Company Details
Report Options
Other Options
Courier Options

Multi-User Access

You can install and use One Stop Order Processing on up to 10 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).

 

Other Features

Changing the site to process orders for

Setting up Email

Selecting Available Features

Managing Assistant Messages

Managing Order Backups

Archiving Orders

Compacting and Repairing the Orders database

One Stop Order Processing Batch Options

Advanced Order Processor

Cancelling (or Holding) orders in batches


Mole End Group of Companies
www.mole-end.biz
www.1stoporders.co.uk
www.integratedlabels.co.uk
www.invoicepaper.co.uk
www.palletpaper.co.uk
www.baypaper.co.uk
Products, plugins and utilities for Actinic Desktop and SellerDeck All your orders, from all your systems, all together in one simple-to-use application Integrated label invoice paper and free software packages and templates. Print your invoice and labels at the same time Print Amazon Despatch Notes with a peel out label with the customer's details on directly from Amazon Integrated Label Paper in Bulk, by the pallet. In Stock and ready for Despatch. Print Ebay Invoices with a peel out label with the customer's details on directly from Ebay