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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Global Parameters Maintenance - Shipping

General Information

This tab screen contains information associated with the setup of the shipping and drop shipping options for M.O.M. Complete the fields as required.

See Also

Global Parameters Maintenance - Overview

Automatic Shipping Calculations Module

UPS Sub Tab
Shipping Interfaces

Special Note regarding UPS Worldship and UPS Online Compatible Interface (UPS LINK).

Select one or more interfaces and use the SETUP button where provided to make special entries related to the use of each interface. Refer to Shipping System Interfaces for more detailed information.

Commercial Delivery Status

RULES FOR DELIVERY STATUS - this will indicate in the customer record if the customer address is commercial by placing a check in the UPS COMMERCIAL DELIVERY box.   Select if the delivery status is always residential, always commercial or always residential except when Company name is present.

SETUP EXISTING USERS - select the PROCESS button to setup existing customers with the Rules for Delivery Status

UPS Return Services

For companies having a separate returns department location, select the optional checkbox to USE THIS LOCATION FOR ACCEPTING UPS RETURN SERVICES. Enter the appropriate information.

USPS Sub Tab
Shipping Interfaces

USPS MAC/MAC GOLD-   select this checkbox to generate enable the M.O.M. USPS interface for users who are MAC/MAC Gold certified. Your M.O.M. system will have the ability to print shipping labels for the US Postal Service. Refer to Shipping System Interfaces for more detailed information.

FedEx Sub Tab

CREATE FEDEX SHIP MANAGER CAFE FILE- select this checkbox to generate an export file for the   FedEx Ship Manager stand alone software.

USE FEDEX SHIP MANAGER SERVER- select this checkbox to enable the Ship Manager Setup button where you can enter the settings that will allow M.O.M. to interface with your FedEx Ship Manager Server. Your M.O.M. system will then have the ability of printing FedEx labels directly.

CREATE FEDEX PASSPORT FILE (Discontinued)- select this checkbox for MOM to generate the FedEx Passport file.

Misc Sub Tab
Drop Shipping Preferences

VERIFY BEFORE INVOICING - determines the way in which invoicing and fulfillment is treated for drop shipped items.

Check this box and M.O.M. requires confirmation of drop shipment fulfillment. When the order is entered, M.O.M. marks a drop shipped item with a status code of ND (not filled/drop shipped). When the drop shipper confirms shipment of the item to you, the confirmation is recorded in the Receive Product option on the Receiving and Inventory sub-menu of the Product menu. The item status code changes to SH (shipped), and only then is an bill generated in Stage 11 of the Batch Order Processing function.

Leave the box empty and M.O.M. "assumes" fulfillment by the drop shipper at the time of order entry. When the order is entered, M.O.M. defaults the item status code to SH. No manual verification is required. A bill is generated in Stage 11 of the the next run of Batch Order Processing function and tracking of the item's shipment from the drop shipper is not provided beyond this point.

Note: Credit Card Charging on Drop Shipments - On drop ship orders paid by credit card, M.O.M. always charges the card up-front, before fulfillment/shipment. This charge method protects you, the merchant, against a bad credit card or expired approval code.

PRINT DROP SHIPPING BOX LABELS - check this box to print separate pressure sensitive box labels for drop-shippers in addition to the drop-shipper report. Most users who need labels for drop-shippers, select the "purchase order with labels" option for drop ship purchase orders on the Forms tab of the Global Parameters Maintenance function.

Scale Interface

These fields are dimmed and have no application unless the Automatic Shipping Calculations Module is installed with your M.O.M. software.

If you are using an electronic scale with M.O.M., select the following information for the scale communication parameters. Note: The Transcell scale is recommended and is available from Dydacomp.

PORT - the logical name for the CPU port to which your electronic scale is connected for use with the Packer's Workstation. This port is usually COM1 or COM2.

BAUD RATE - the transmission rate for the electronic scale. Consult your scale documentation. For Transcell scales, the recommended rate is between 2400 - 9600.

DATA BITS - consult your scale documentation.

PARITY - consult your scale documentation.

STOP BITS - consult your scale documentation.

Shipping Interfaces

Universal Shipping Interface checkbox and drop down menu have no application unless the Automatic Shipping Calculations Module and the Universal Shipping Interface are installed with your M.O.M. software. If more than one Universal Shipping Interface is installed, one must be selected as the default U.S.I.

Note: The interfaces available on this screen may change from time to time depending on changes by carriers.

NEOPOST- check this option to create a Neopost file.

PITNEY BOWES - ASCENT: check this option to create an Ascent file.

DHL INTERFACE - if shipping through DHL, choose a DHL software version from the drop down menu.

Shipping Preferences

ZIP CODE SORT NON_UPS MANIFEST sorting of entries on non-UPS manifests by zip code

COD TAGS - select how you want M.O.M. to handle COD tags for shipments that need to be packed in more than one box. You can select to have M.O.M. generate a COD tag for each box based on contents value, or to generate only one COD tag with for entire invoice amount without regard for the number of boxes in an order shipment. Note: To protect yourself against customers who may accept only those boxes without COD amounts in a multiple package shipment, it is usually best to select individual COD tags for each box. 

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