Order Processing General Design

How to Use the Screen

Selecting Batch or Single Order Processing

Some companies process a whole group of orders from credit card processing right through to shipping. Each group of orders processed is referred to as a batch. Other companies prefer to process orders one at a time. M.O.M. provides the ultimate control by letting you select how you want each stage of processing to be done - either in batch using the Batch Order Processing function or one-at-a-time using the Packer's Workstation. For instance, if you want to process all of your pick tickets in batch and then give them to your packer to pack one at a time, M.O.M. lets you control the way that you want to process those stages of order processing where paperwork printing and/or a specified manual task is involved.

For the stages - Pick Tickets, Packing Slips, Gift Certificates, and Box Labels/COD Tags - select one of the three following options.

1. Batch Order Processing processes this stage - this choice requires that this stage be run in batches using the Batch Order Processing function.

2. Packer's Workstation manually processes this stage - this choice requires that a warehouse person must actually move the order through the stage by completing whatever printing task that is required using the Packer's Workstation function.

3. Packer's Workstation automatically processes this stage - this choice runs the stage only at the Packer's Workstation, but enables the warehouse person do whatever printing task that is required automatically, without having to request the printing for each order. This choice might be used for pick tickets to keep new tickets printing automatically at the Packer's Workstation without the warehouse person having to request the ticket for each order

Note: Customer Notices can be printed in the Packer's Workstation if Packing Slips is selected as "Packer's Workstation automatically processes this stage" and the checkbox "Print Customer Notices is checked."

Selecting How Shipping is to be Processed with the Advanced Warehouse Module

Optionally, if you have the Advanced Warehouse Module installed with your M.O.M. system, use the Shipping pull-down menu to select where you want to run shipping. The two choices are either using the Batch Order Processing function or the Warehouse Manager's Station.

Adding Additional Stop "Checkpoints" in Order Processing

Use any of the following options to add additional control to the flow of orders and boxes through the order processing stages.

An order must be reviewed for manager's authorization using established checkpoints - Check this box to enable the Manager's Authorization Settings tab. This tab contains many restrictions to prevent orders from being processed without being approved by a user who has the option USER IS A MANAGER WITH AUTHORIZATION RIGHTS enabled in either the User ID or the User Role screens.

Pop orders are exempt from review status - Point of Purchase Module Users, check this box to prevent Point of Purchase orders from being put on hold due to a checkpoint in the Manager's Authorization Settings tab.

An order must be picked before credit cards can process - Check this box to require that card processing for every order occur only after Pick Tickets are printed. Even though M.O.M. tracks inventory levels automatically, some companies prefer to only charge credit cards after making sure that the merchandise is actually "on the shelf," and therefore want card processing to occur only after picking has been completed. Note: If Pick Lists are disabled on the Global Parameters - Forms Screen in this function, this preference has no application.

An order must have its item contents bar code scanned as it is packed - Check this box to require "scan and pack" for every order to verify that what was ordered, is actually packed in the box. If this preference is selected, the Packing Slips stage must be set to run either manually or automatically at the Packer's Workstation. See Selecting Batch or Single Order Processing above.

Place scanned items into their suggested packages - Check this box to retain MOM item distribution to packages during scanning in the Scan & Pack screen. Even with a new box, MOM will retain the old package information during scanning. Only a click and drag will over-ride this parameter.

A box must be weighed as it is packed - Check this box to require that every box of an order be weighed to verify weight and shipping rates in the event you are charging your customer actual shipping charges. If this preference is selected, the Packing Slips stage must be set to run either manually or automatically at the Packer's Workstation. See Selecting Batch or Single Order Processing above.

A box must be confirmed for shipment - Check this box to require that every box be scanned for shipment. This enables "batches" of packages to be selected manually for shipment at the Shipping stage of order processing using the Shipment Confirmation screen. If the Warehouse Manager's Station was selected in Step 4 previously, this checkbox is dimmed, since all shipping done at the Warehouse Manager's Station must, by default, use the Shipment Confirmation Screen.

Selecting Bar Codes for Packing Paperwork and Shipping Labels

Use these two options to select what information is printed in bar code on the packing paperwork and shipping labels. This enables easy access to orders and box information using a bar code scanner hooked up to your PC workstation.

Bar Code to Use on Packing Paperwork - This is printed on pick tickets and packing slips and can be used with a scanner to quickly access a particular order or order shipment at the Packer's Workstation. If most of your orders are shipped to multiple addresses or from multiple warehouses with the Advanced Warehouse Module, Segment ID is recommended.

Bar Code to Use on Box Label - This bar code prints on the box label and is used to scan the box when the "A box must be confirmed for shipment" preference has been selected as a Stop Preference (see above). The Box Number ID is a unique number assigned to each box whether there are many boxes or just one box.   The Order Number can be printed on the box labels only if there is one box per order, otherwise Box Number ID must be used to print a bar code. If this preference has not been selected and you do not want a bar code on the box label, you may use the "No Box Label Bar-Coding" choice here.