Top,
Next
A.
Open the ‘Order Import Wizard’
I.
From Additional Functions #1 button.
II.
From the ‘Customer Orders’ 'Import' button.
B. Do
what the Import Wizard tells you
(3)
Enter / Re-Enter your company prefix
(4)
Click 
to convert these
orders.
3.
What the Import Wizard tells you:
i)
Each object explains it purpose when you hold the mouse over it for a couple of
seconds.
B.
Questions answered by the Import Wizard:
i)
Have I downloaded from Yahoo yet?
ii)
Where do I save my Yahoo downloads?
iii)
How do I set up and save my Import Path?
iv)
What was the last order imported for this company?
v)
What Order Batches have I previously downloaded?
vi)
Have I missed importing any customer orders?
II.
Order validation before creating the Orders & Invoices:
ii)
Can I view / correct my new download? Yes.
iii)
Are there any bad ‘Freight Carrier services’?
iv)
Did the customer accidentally order the same thing twice on the same order?
v)
How many orders and order lines did I import?
vi)
What company will these orders be created in?
vii)
Have any of these orders been previously created?
i)
What ‘Preliminary Credit Card Authorization’ am I using?
ii)
Where will my download backups be stored?
iii)
Will my orders wait in ‘New Web Orders’ or be moved to ‘Open Orders’?
iv)
Will orders with stock available be invoices during conversion?
v)
Will invoiced orders be submitted for Credit Card funds capture?
vi)
Will invoiced orders be submitted to the Freight Carrier for tracking?
IV.
After converting Yahoo Download into Orders and Invoices:
i)
How do I back out an incorrectly done import?
4.
Yahoo export and download your customer orders.
A.
Log onto your Yahoo® store and select 
B.
Export the desired orders (by clicking Export).
I.
Save your download to your standard directory
A.
Wizard realizes your files are ready:
II.
Check Display and click ‘Import’
III.
Your data is imported, examined and displayed for validation.
(1)
Double click to list all orders and invoices in YIC.
i)
Double click to define these Freight Carrier services.
I.
Credit Card Processing, Drop Ship, Invoice/Ship immediately?
A.
The 
button is not available
until you verify the company prefix.
I.
You can change it to itself and tab out to activate the 
BUTTON.
i)
This is to prevent accidentally importing into the wrong company.
i)
Customers (Bill To and Ship To) are automatically created during import.
ii)
Inventory items are validated / created during import.
iii)
Orders are created and inserted into the ‘New Web Order’ tab.
iv)
Freight, Tax, Special discounts are applied to the new order.
(1)
Freight is converted to a ‘Freight Each’ value for better ‘Back order’
handling’.
(2)
Tax for eligible states must be set up before use.
(3)
Special discounts must be set up before used.
C. Correct
problems as they occur.
I.
Invalid item codes from Yahoo
i)
The item ‘None’ is invalid.
ii)
Locate the correct item code by selecting it from the drop down.
(1)
Filtering by Supplier, Category or Sub-Category
v)
Pick a supplier and category
(1)
If this is truly a new item:
(2)
Your orders are displayed as they are imported
D.
When done processing, a recap of this batch is displayed.
I.
Clicking the 
button provides the
following report:
E.
‘Ready to Invoice’ customer orders are displayed.
|
1) Yahoo Web Store Orders are exported, imported, analyzed, converted, and, if stock is available, shipped. 2) The ‘Order Import Wizard’ with only two clicks can prepare your orders for shipment 3) Orders, Invoices, Inventory items, Customers are all created on the fly. Step 3 |
I. From Additional Functions #1 button.
II. From the ‘Customer Orders’ 'Import' button.
I. 5 Easy steps:
(1) Download your data
(See ‘Yahoo export and download your customer orders.’ below)
(2) Click ‘Import’
 |
As soon as you’ve downloaded your data the Wizard
realizes there’s some work to do, makes the |
button
available and tells you to 
.
(3) Enter / Re-Enter your company prefix
(4)
Click to convert these orders.
 |
Your batch of Yahoo orders are imported into temporary files, counted and can be displayed, modified, and corrected.
You MUST Enter /Re-Enter your |
to
make 
active.
Top, Next
(5)
The new batch of Yahoo Orders will be converted into Orders
and Invoices depending on the preference defaults displayed in
.
. If so, you can simply type that into the ‘Item Number’ drop down
box. If the item already exists with that code, it will be found in the drop
down, can be selected and you’re done.
.
