Order Processing Manager's Authorization

General Information

This screen lists checkpoints that will place an order "On Review", a status that will prevent an order from being processed until 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.

Approving an Order

Orders on Review can be seen in the Order Status screen or the Manager's Dashboard screen. Open the Order and click the button on toolbar. A screen will list the different checkpoints that the order has reached. Choose Authorize to approve the order and allow it to move on to payment or order processing.

How to Use the Screen

STOP AN ORDER FOR REVIEW AND REQUIRE MANAGER'S AUTHORIZATION ON _______ WHEN - This option will limit the application of the review checkpoints to either

• ALL ORDERS - orders imported or manually entered.

• MOM Orders - orders directly entered in the M.O.M. system

• Imported Orders - orders that have been imported from an outside source.

ANY OF THE PRODUCTS ORDERED ARE SOLD BELOW ______ PROFIT MARGIN - triggered when an item is placed on an order and the price was changed below the defined profit margin.

ANY OF THE PRODUCTS ORDERED ARE SOLD AT _____ DISCOUNT OR ABOVE- triggered when an item has a percentage discount applied that is over the defined percentage.

AN ORDER CONTAINS MORE THAN _____ PRODUCT THAT ARE FREE OF CHARGE- triggered when the number of line items with $0 price exceeds the number defined.

THE QUANTITY OF AN EXCHANGE PRODUCT IS MORE THAN THE ORIGINAL RETURNED PRODUCT- triggered when the number of items being exchanged is over the amount of items being returned either in a manual return or through the Return Merchandise Authorization screen.

AN EXCHANGE PRODUCT HAS ITS PRICE LOWERED MORE THAN ____ BASED ON ITS REGULAR PRICE- triggered when the item being exchanged is sold at a price lower than the normal retail selling price of the item by the defined amount.

ANY OF THE PRODUCTS ORDERED ARE SET TO SHIP TO A RESTRICTED AREA- triggered when an order contains items that are being delivered to a location that has been restricted for that item in its Inventory Tab.

THE TOTAL OF THE ORDER EXCEEDS ____- triggered when an order total is over the defined amount.

THE TOTAL OF THE ORDER IS BELOW ____- triggered when an order total is below the defined amount.

AN RMA EXPIRES AND PRODUCTS WERE NOT RECEIVED AS RETURNED ITEMS- triggered when an order has a Returned Merchandise Authorization that has expired without being processed.

A QUOTATION EXPIRES WITH A TOTAL AMOUNT EXCEEDING ____- triggered when a Quote has been created with a total over the defined amount, and has expired before it was saved as an order.

THE TOTAL PAYMENT OF AN ORDER IS LESS THAN THE   AMOUNT OF THE INVOICE USING CHECK AS THE PAYMENT TYPE- triggered when an order is paid by Check, and the check amount does not match the total amount on the invoice.

AN ORDER HAS FREE SHIPPING WITHOUT A PROMOTION- triggered when an order has a free shipping without an order promotion applied to it.

THE RECIPIENT'S SHIPPING ADDRESS IS NOT VALIDATED USING THE ADDRESS CORRECTION AND VALIDATION MODULE- for users of the Address Correction and Validation Module, this checkpoint is triggered when the address of the order recipient has not been validated against the Address Database.

BILLING ADDRESS IS DIFFERENT FROM THE SHIPPING ADDRESS - triggered when an order or an item on an order is shipping to a customer record that is different than the billing customer.

ORDER IS BEING SHIPPED USING AN OVERNIGHT SERVICE - triggered when an order is shipped using any of the following shipping methods:

For Fedex

Priority Overnight, Standard Overnight, Priority Overnight Envelope, Standard Overnight Envelope, First Overnight Letter, First Overnight, FIP International Overnight, FIF International First.

For UPS

Next Day Air, Next Day Air Letter, Next Day Air Saver, Commercial Early AM, 9 Commercial Next Day Air Saturday, Early AM, Commercial Early AM Letter, Commercial Early AM Letter Saturday, Commercial Next Day Air Letter Saturday, Residential Next Day Air Saver, Residential Next Day Air Letter, Residential Early AM rates, Residential Early AM Letter, Residential Next Day Air, Residential Next Day Air Saturday, Residential Next Day Air Letter - Sat Delivery Rates.        

For USPS

Express Mail

THE BILLING CUSTOMER HAS AN OPEN BALANCE DUE MORE THAN _____- triggered when an order is placed for a billing customer has outstanding invoices exceeding the defined amount.

AN ORDER IS ENTERED BY A TRAINEE- triggered when an order is entered by a User who has a User ID or is a member of a User Role that has the flag USER IS A TRAINEE.

AN ORDER HAS MORE THAN ____ DELETED ITEMS (AVAILABLE ONLY WHEN LOST ORDER TRACKING IS ENABLED)- triggered when the number of Line Items that have been removed from the order exceeds the defined amount. This option is available when the Lost Order Tracking feature is enabled in the Miscellaneous Tab of the Global Parameters.

THE BILLING CUSTOMER IS INACTIVE (AVAILABLE ONLY WHEN CUSTOMER INACTIVITY IS ENABLED)- triggered when the billing customer is indicated as inactive according to the options set in the Customer Entry Tab of the Global Parameters.

THE BILLING CUSTOMER IS A BAD CREDIT RISK- triggered when a new order has been created for a Billing Customer that has been flagged with the option CUSTOMER IS A BAD CREDIT RISK in the Financial Tab of the Customer's record.

THE BILLING CUSTOMER IS OVER THE CREDIT LIMIT- triggered when the billing customer has an order being paid by invoice with a total that exceeds the credit limit established in customer's Financial Tab.