Downloading Orders and Information Requests in MOM

General Information

The Administrative Options screen affords you the opportunity to easily view your new orders and information requests, as well as downloading them into M.O.M. with a click of the mouse. You can also download orders directly from M.O.M. using the 1-Click Order Download option.

Preparing for Download

Prior to downloading your orders and information requests into M.O.M., you should view them and if necessary, delete any invalid orders and/or information requests.

Viewing New Orders

View your new orders to ensure that the orders you are downloading are valid orders.

From the Administrative Options screen,

1. A list of new orders will automatically be displayed under New Orders. Optionally, select the All New Orders option from the Store Activity Reports section to view new orders ready to be downloaded.

2. To view a particular order for that day, click on the desired order number.

3. The Detail Of Order screen is displayed.  If a "bad" or invalid order is found, select the DELETE ORDER button to eliminate it.

Viewing New Information Requests

An info request is generated when a person uses the Information Request (Catalog Request ) page in your SiteLINK store to request literature or a catalog from you.  When you download information requests and import them into M.O.M., they are entered into the M.O.M. database as prospects.

Like your new orders, new information requests should be viewed prior to downloading them into M.O.M.

From the Administrative Options screen,

1. A list of new catalog requests will automatically be displayed under New Catalog Requests. Optionally, select the All New Info Requests option from the Store Activity Reports section to view all of the "prospects" or new information requests ready to be downloaded.

2. To look at a particular information request, click on the desired request.  

3. If an invalid info request is found, select the DELETE PROSPECT button to eliminate it.

Downloading and Importing Orders

SiteLINK offers you two methods of transferring orders into your M.O.M. system for processing. One way is to use the 1-Click Order Download option found in M.O.M. The other is the Alternate method using both the Administrative Options screen and M.O.M.

1-Click Method

This screen initiates the download of SiteLINK orders without having to use a web browser to log into the admin page and download orders.  Note: M.O.M. uses XML to download the orders.

To use this method, follow these directions:

1. From the main M.O.M. screen, go to Options > SiteLINK > Download New Orders.

2. Enter the URL for your store https://   (ex. www.mydomain.com/mystore).  Once this field has been entered, it will not have to be entered again.

3. Enter your Admin Login ID. Once this field has been entered, it will not have to be entered again.

4. Enter your Admin Password.

5. M.O.M. will process the request and then download any new orders using an SSL connection.

6. After the new orders have been downloaded, M.O.M. will open the Import/Export Module for you to preview or process the orders.

Note:  If you select Cancel on the Import/Export screen, the orders will not be processed, but can downloaded again from SiteLINK.   Also, you will still have the option to go to the Admin page to download these orders.

Alternate Method

There are two primary steps involved with importing your orders and information requests from SiteLINK to M.O.M. First, you download them from SiteLINK, and then using M.O.M.’s Import/Export Module, you import them into M.O.M.

1. From the Administrative Options Screen, select the Download New Orders And Info Requests option.

2. The Download New Orders screen is displayed prompting you to Click to Download New Orders.  

3. A "Save As" dialog box is displayed.

4. Rename the file as TMPCMS.DBF

5. Select your /MOMWIN folder.

6. Click on the SAVE button to save the file.

7. From M.O.M.'s Main Menu, Click on Options > Order Import/Export Module > Import Orders.  The Order Importing Process screen is displayed.

8. Verify that the correct file name and path appears in the Import File Name field. This should be TMPCMS.DBF. If this file does not appear, use the SELECT DIFFERENT IMPORT FILE button to select the correct file.

Note: The Order Entry Date To Assign field does not pertain to SiteLINK, since SiteLINK date stamps each order when placed by your Web shoppers.

9. Select the PROCESS button.   M.O.M. displays the Order Import in Progress screen.

10. Select the PREVIEW button to view the import file before importing.   M.O.M. displays the Preview of Import Data screen.

Note: Use the Right and Left Arrow keys to view the entire import file. The Internet id field in the Preview is the order confirmation number assigned to that order during checkout. This number can be used for order lookup in M.O.M. in the Alternate Order # field on the Order Lookup screen.

11. When you are finished previewing the import file, press the Esc key to return to the Order Import in Progress screen.

12. Select the PROCESS button.   M.O.M. displays a message telling you that the order import is in progress and the customer names and order numbers are displayed as they are imported.

After the import is complete, a summary screen will display the import results. In the event of incompatible data, an Import Exceptions Report will be generated, detailing any exceptions found in the imported file.   For information about this report, refer to Chapter 20, Using the Import/Export Module, in your M.O.M. for Windows User Reference Guide.

Note: M.O.M. automatically deduplicates the import file if there are duplicate customers in the M.O.M. customer file.

Retrieving Previous Downloads (Recovery)

If there is a problem with your system, and you lose a day's worth of orders or a download, the information can be recovered.

1. On the Administrative Options Screen, select the Retrieve Previous Download option.

2. Select the appropriate download to recover.