Contents

Introduction
Basic Concepts
Accounting
Advertisements and Catalogs
Shipping
Order Processing
Purchasing
Getting Started
Main Menu
Documentation
Customer Functions
Customer Lookup Screen
Customer Information Screen
Customer Contact Screen
Deduping and Deleting Customers
Order Functions
Order Entry
Order Review
Order Status Screen
Release Orders on Hold
Credit Card Processing
Order Processing Examples
Order Processing - Batch Mode
Order Processing - Single Order
Batch Order Making Utility
Club Membership Plan
Product Functions
Supplier Maintenance
Stock Maintenance - Overview
Rename Stock Number
Additional Stock Information Maintenance
Additional Supplier Information Maintenance
Purchasing Functions
Establish New Low Levels
Order Product
Review Purchase Orders
Record Delivery from Suppliers
Product's Purchasing Forecast
Inventory Recieving & Adjustment Functions
Purchase Order List
Adjust Inventory for Stock Item
Assemble Kits
Auto-Replenish Bins
Print Additional Stock ID Labels
Product Scan & Receive
AIM Import From An External File
AIM Export To An External File
Accounting Functions
Accounts Receivable Functions
Accounts Receivable Journal
Accounts Receivable Status Definitions
Applying Customer Credit
Applying Customer Payments
Applying Finance Charges
Accounts Payable Functions
Accounts Payable Journal
Paying Suppliers
Reconcile Received Merchandise With Supplier Invoices
General Accounting Functions
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Close Year
Posting
Inventory Valuation Methods
System Setup Functions
Advertising Information
Catalogs
Media Source Codes
Customer Form Letters
Telemarketing Scripts
Order Type Code Maintenance
Standard Greetings Maintenance
Order Promotions Information
Accounting Information
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Posting
Close Year
Inventory Valuation Methods
General System Parameters
Shipping Methods
System Security
Customer Information
Customer Type Code Maintenance
Customer Salutations Maintenance
Customer Honorifics Maintenance
Order Processing Forms
Master Pick Report
Pick Ticket
Packing Slip & Invoice w/ Label
Special Modules
Address Correction and Validation Module
Advanced Inventory Module
Advanced Warehouse Module
Amazon Order Management Module
Automatic Shipping Calculations Module
Contact Management Module
Database Purge Module
eCommerce Management Direct Feeds
Interactive Credit Card Authorization System
Import/Export Module
List Management Module
Miva Order Management Module
Multi-Company Controller Module
Point of Purchase Module
Product Manufacturing Module
Shared Inventory Module
ShopSite Order Management Module
SiteLINK e-Commerce Module
Subscription Management Module
Web Auction Management Module (WAMM)
X-Cart Order Management Module
Yahoo Order Management Module
Reports
Accounting Reports
A/P Aging Report
A/P Checks-to-Print Report
A/P Journal Activity Report
A/R Aging Report
A/R Journal Activity Report
Credit Card Merchant Deposit Report
Customer Deferred Balance Report
Inventory Cost Lots
Gift Certificates Activity Report
Lost Sales Report
Product Profit Report
Product Royalties Report
Sales Listing Report
Sales Tax Collection Report
Shipping Charges Report
Cashier's Drawer Daily Reconciliation Report
Customer Performance Report
Uncollected Balance Report
Advertising Reports
Catalog Square Inch Analysis Report
Downstream Analysis Report
Market Analysis Report
Order Promotions Activity Report
Product Within Source Key Profit Report
Response Curve Analysis Report
Selling Tools Activity Report
Source Key Profit Report
Inventory Reports
Auto Replenish Bin Report
Back Ordered Products Report
Bin Report
Detailed Back Ordered Kit Items Report
Inventory Journal Transactions
Inventory List
Product Low Level Notification List
Return Merchandise Authorization Detail Report
Item Exchange Report
Order Activity Reports
Daily Order Activity Report Section 1 (Orders Entered)
Daily Order Activity Report Section 2 (Invoices Generated)
Daily Order Activity Report Section 3 (Payment Received)
Warehouse Daily Activity Report
Feed Order Activity Report Sample
Performance Analysis Reports
Catalog Performance Analysis Report
Customer Performance Analysis Report
Product Performance Analysis Report
Source Key Performance Analysis Report
Data Dictionary
File Structure - A/R Journal
File Structure - Advertising Source Keys
File Structure - Composite Items
File Structure - Customers
File Structure - Invoices
File Structure - Import/Export
File Structure - Orders
File Structure - Order Line Items
File Structure - Stock Item Buy Price
File Structure - Stock Item Selling Price
File Structure - Stock Items
File Structure - Subscriptions
File Structure - Suppliers
File Structure - Telemarketing Entries
Data Dictionary - XL Edition
XL File Structure - A/R Journal
XL File Structure - Advertising Source Keys
XL File Structure - Composite Items
XL File Structure - Customers
XL File Structure - Invoice
XL File Structure - Order Line Items
XL File Structure - Orders
XL File Structure - Stock Item Buy Price
XL File Structure - Stock Item Selling Price
XL File Structure - Stock Items
XL File Structure - Subscriptions
XL File Structure - Suppliers
XL File Structure - Telemarketing Entries
XL File Structure - Import/Export
SiteLINK
SiteLINK 5.4
SiteLINK 5.4 Setup
SiteLINK 5.4 System Requirements
Creating Your Store
Uploading New Customer and Order Information to SiteLINK 5
Downloading Orders and Information Requests in MOM
Store Activity Reports
SiteLINK 5.0 Global Discount
Store Setting
Style Sheet
Maintain Store Text Pages
Generate Search Engine Product List
Account Info
SiteLINK Support Team for SiteLINK
Getting Help For SiteLINK 5.4
Setup In Mom
Product Options
SiteLINK Store Departments Maintenance
SiteLINK Store Specials Maintenance
Setting Up Product Information
Mom Maintenance
SiteLINK Preferences Maintenance
Setting Up Acknowledgement E-Mails
Setting Up the Import/Export Module for Use with SiteLINK
Setting Up Shipping Options for Shoppers
Setting Up Credit Card Options for Shoppers
Setting Up Advertising Source Codes for Hyperlinks
Setting Up Catalog Selection Options for Information Requests
SiteLINK 5.4 Store Publisher
SiteLINK 5.4 Store Publisher - Web Service Settings
SiteLINK 5.4 Store Publisher - Froogle Data Feed
SiteLINK 5.4 Store Publisher - SiteLINK
Download New Orders from SiteLINK
Demo Store Instructions
Section 1 - M.O.M. Setup
Section 2 - SiteLINK Setup

 
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Modify Packaging

General Information

Available in the Packaging tab of the order entry screen. This screen represents the contents and packaging for the order being entered or reviewed. Typically packaging changes are made during order processing using the Packer's Workstation function. However, to allow packaging control at order entry, this screen provides the same type of functionality.

The screen uses the standard Microsoft "tree" type display. The little bicycle graphics represent each of the items to be packed in the box. The box graphics represent each of the boxes for the order, with the content items shown again as little bicycles. A box can be opened (contents shown) or closed (contents not shown) by double clicking with your mouse on the box.

The Status column helps you determine what task needs to be done next by describing the current state of the order; for example, "Needs Label" indicates that the LABEL BOX button should be selected.

How to Use the Screen

Use the screen to accomplish any/all of the following tasks.

Changing the Packaging of Items

If order processing has been designed not to require scanning, all of the order items are automatically boxed by M.O.M. according to the default boxing rules at order entry.

When boxes and item contents are displayed in the Packed Boxes column, to change the default packaging,

  1. Select the item in one box with your mouse and "drag and drop" it to another box.

  2. To add or remove a box, use the buttons so designated.

Weighing Boxes

If order processing has been designed to require that "An order must be weighed before it can ship" and/or an item has been set up as "Requires Weighing," boxes must be weighed in the Packed Boxes column to enable those boxes to pass into the Shipping stage.

If you have an electronic bench scale hooked up to your workstation, follow the procedure below. If you do not have a scale hooked up, see Viewing/Editing Box Information which follows and enter the weight manually. For information about purchasing a scale for use with this function, contact your Dydacomp sales representative.

To weigh a box with an electronic bench scale hooked up to your workstation,

  1. Select the box to be weighed in the Packed Boxes column with your mouse.

  2. Place the physical box corresponding to the box in the list on the scale.

  3. Select the WEIGH BOX button.

Viewing or Editing Box Information

To add UPS special services like Delivery Confirmation, Oversize, etc. or to manually enter or barcode scan in a box tracking number for a box being shipped by a carrier other than UPS,

  1. Select the box in the Packed Boxes column with your mouse.

  2. Select the VIEW/EDIT button to display the Edit Box Information screen.

  3. Enter or change any of the information as required.

  4. Select SAVE or CANCEL when finished.

Exiting and Returning to the Order Entry Screen

When you have completed all of the activities required, select the CLOSE button to return to order currently being entered or reviewed.

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