Global Parameters Maintenance - Forms

General Information

This tab screen contains the settings for the various forms printed by M.O.M. Those forms that are printed as a part of Order Processing are noted with an O/P and the corresponding order processing stage in which they are printed. All forms for use with M.O.M. are available from Software Forms, Inc. (1-800-651-3676) or www.softwareforms.com

See Also

Global Parameters Maintenance - Overview

Order Processing Methodology

Pick List/Tickets - (O/P Stage 1)

A pick ticket is an "internal use" form that assists your warehouse staff in preparing the contents of orders. Some companies choose not to print these forms, and instead pick the orders using the Packing Slips. The following settings apply:

If either/both of the following are checked, Pick Tickets are included as Stage 1 of Order Processing.

• PRINT INDIVIDUAL PICK TICKETS - for individual pick tickets for each order, check this box. When the box is checked, the Pick Ticket Output format and Use Carting questions are enabled.

• PRINT MASTER PICK REPORT - for a master pick report showing all items for all orders, check this box.

PICK TICKET OUTPUT FORMAT - select the style/type of form you are using for the individual pick tickets.

USE CARTING - check this box to break-out pick tickets into "groups" representing shipping carts. This method of picking distribution is typically used in large operations to help divide up the work flow by cart. A cart may have one to perhaps a dozen order bags.

ALLOW __ ORDERS PER CART - determines how many orders a cart can have for picking. Depending on the entry in this field, pick tickets will be created by cart with the appropriate number of orders in each ticket.

SORT MASTER PICK LIST REPORT - select the sort, Stock number, Bin Number, or Stock Item Description, for the Master Pick List Report.

Packing Slips - (O/P Stage 2)

A packing slip is the form that your customer sees that lists the items that have been ordered and packed in the box. The following settings apply:

PRINT PACKING SLIPS - this question governs whether Stage 2 of Order Processing is included. To leave packing slips out of your order processing completely, leave the box unchecked.

PRINT 1 (one) PACKING SLIP PER BOX- this option will enable MOM to print an individual packing slip for each box on an order. Traditionally, MOM will print the contents of several boxes on one packing slip, checking this option allows you to include a packing slip in each box detailing its contents.

SORT ITEMS ON PACKING SLIPS BY - this option determines the sequence in which items are printed on each packing slip.

FORMS IMPRINTED - check this box if you are using packing slips that are imprinted with your company name/logo and address. Leave the box empty if you are using blank or "generic" packing slips.

TYPE OF FORM - select the type/style of packing slip that you are using with M.O.M. If you select one of the form types with 2 box labels, you must also select one of the right side label options. See below.

RIGHT SIDE LABEL OPTION - this option is only used when you have selected a type of packing slip with 2 box labels from Software Forms. There are three options available.

• Normal (2nd Address Label) - the right label is a duplicate of the left label and both box labels can be used as shipping labels for the order.

• Gift Message - for gift orders, the right label is printed as a gift card insert with the Gift Message entered for the order. If no message is entered, the label is blank. Note: To use this option, you must have Software Forms prepare your form artwork so that the right label is blank with no logo or return address.

• Use as Return Label - some companies like to make it easy for a customer to return an item. This option prepares the right label as a "return from customer" shipping label. When making a return, the customer can peel this label off the invoice and place it on a box that needs to be returned to you. M.O.M. prints the customer's name and order number as the "from" address on the label and your company name and logo as the "to" address. Note: If you are using imprinted forms with your company logo, you must tell Software Forms to prepare your form artwork so that the right label has your logo and address imprinted in the correct spot to use this option.

PRINT ON WIDE CARRIAGE PRINTER - check this box if you are using a wide carriage (14") printer to print packing slips in continuous pin-feed format. Leave the box empty if you are using a standard 8 1/2" (80 column) printer.

Customer Statements

Statements are printed using the Print Customer Statements function and are not printed in Order Processing.

FORMS IMPRINTED - check this box if you are using statements that are imprinted with your company name/logo and address. Leave the box empty if you are using blank or "generic" statement forms.

(Form Style List Box) - select to use laser or pin-feed forms.

Gift Certificates - (O/P Stage 3)

Gift Certificates are printed in Batch Order Processing during Stage 3.

FORMS IMPRINTED - check this box if you are using gift certificates that are imprinted with your company name/logo and address. Leave the box empty if you are using blank or "generic" gift certificates.

(Form Style List Box) - select to use laser printing or 3 Style laser printing.   The 3 Style laser printing prints the gift certificate and 2 copies.

Customer Notices - (O/P Stage 6)

Most customer notices are requested in the Customer Contact screen and/or the Order Entry screen. Some notices may be generated automatically depending on system settings.

PRINT NOTICES - this question controls all customer notices in the system. Check this box to include notices as a part of Order Processing. Leave the box blank and notices are not generated in Order Processing.

FORMS IMPRINTED - check this box if you are using an imprinted continuous or laser letterhead for your customer notices. Leave the box empty if you are using plain 8 1/2 x 11 report paper.

PRINT FTC NOTICES AFTER XX DAYS - the number of days from the order entry date that a back order notice is to be generated. A Federal Trade Commission (FTC) notice advises the customer of a back ordered item. You can set the notices to be generated anywhere from 001 - 999 days from the date the order is entered in the system. Note: The Federal Trade Commission requires that customers be notified of a back order no more than 30 days from the date an order is placed by the customer.

Catalog Request Labels - (O/P Stage 7)

Catalog Request Labels are those labels requested only in the Customer Contact screen. They are used to fill catalog requests on a daily basis as customers call or write to receive one. These labels have nothing to do with catalog labels printed using the optional List Management Module.

TYPE OF LABELS - select the style/type of request label. All label formats are available imprinted with your company logo from Software Forms.

Invoices - (O/P Stage 11)

Invoices are printed in the final stage of Order Processing and are designed to be mailed to customers. Depending on the setting for Combine Invoices with Packing Slips below, invoices can be combined with packing slips in Stage 2 of Order Processing. Depending on this selection, invoices may not be printed at all in Stage 11, and the settings in this section have not application.

COMBINE INVOICES WITH PACKING SLIPS (STAGE 2) FOR - This setting enables you to combine the invoice with the packing slip in Stage 2, eliminating the separate invoice form printed in Stage 11 which is designed primarily for mailing to customers. The combined form is an invoice that can be packed with the order.

• All Orders to combine invoices with packing slips for every order in Stage 2 of Order Processing. Packing slips must be "turned on" in this screen for this option to be available. Note: Orders with drop shipments will still print separate invoices in Stage 11.

• No Orders to always print a separate invoice in Stage 11 of Order Processing for each order.

• Simple Orders to combine packing slips and invoices only for those orders that 1.) are prepaid 2.)   have all merchandise sent  in a single shipment   3.) have one shipping method 4.) are shipped from just one warehouse 5.) have the same billing and shipping address, 6.) are not drop shipped, 7.) are not service items. Packing slips must be "turned on" in this screen for this option to be available. This is the suggested setting for most B-to-C companies.

FORMS IMPRINTED - check this box if you are using invoices that are imprinted with your company name/logo and address. Leave the box empty if you are using blank or "generic" invoice forms.

EMAIL INVOICES TO CUSTOMERS -   check this box to enable M.O.M. to sent a Preformatted Email Invoice to your clients that have Email selected as their contact preference in Financial Tab of their customer records.

TYPE OF FORM - select the type/style of invoice that you are using with M.O.M.

PRINT 2 DECIMAL PLACES FOR UNIT PRICE - check this box if you want to only print 2 decimal places on your invoices, otherwise 4 decimal places will print.

DISPLAY SAVINGS ON INVOICES - check this box if you would like order discounts to be detailed on an invoice. When this option is checked, the invoice will print a message below the total stating "You have Saved AMOUNT from this order."

Purchase Orders

Regular purchase orders for goods that you are ordering for in-house inventory are printed using the Print Purchase Orders function. Drop ship purchase orders are printed using the Batch Order Processing function.

FORMS IMPRINTED - check this box if you are using an imprinted continuous or laser form for your purchase orders. Leave the box empty if you are using generic forms without your company logo/address imprinted.

STYLE FOR REGULAR - select the type/style of purchase order that you are using for regular (not drop shipments) purchase orders.

STYLE FOR DROP SHIP - select the type/style of purchase order that you are using for drop shipment purchase orders. These forms are printed in Order Processing Stage 8-9.

Stock ID Labels

These labels are printed after inventory has been received from suppliers in M.O.M. They are printed at your option, and enable you to label each item in a shipment from a supplier before you put the stock on the shelves.

TYPE OF LABEL - select the style of label format.