1. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Workflow and Automation Sam Grow Senior Technician

2. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA 3 Parts of Order Flow Import/Manual Entry Processing the Order Shipping The Order

3. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Importing and Manual Entry Importing Orders from the Web Manual Entry For Phone and Fax –4 easy to use tabs Addresses Line items Messages & Notes Payment

4. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Processing View Orders Any of the following –Verify Address and Customer –Check for Comments & Instructions –Check Notes –Set Shipping Method –Order Drop Ships

5. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Processing cont… Any of the following cont… –Charge Card or Record Payment –Order and Fill Backorders –Edit and Change the order –Cancel the order –Approve the order

6. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Shipping View Orders Shipping & Tracking Tab Quick Ship –Type in the Order Number –Double check the box –Change weight and method if needed –Print the label –UPS/FedEx/USPS all usable

7. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Automating these Steps Automate the import Approval Rules Multi Order Processor Useful Quick Filters Batch Printing Shipping

8. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Import Approval Rules Verify Address MaxMind Charge Cards Print Paperwork Print Shipping Labels Order Drop Ships

9. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Approval Rules Automatically approve orders on import based on criteria you decide Set shipping methods Set Order States

10. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Multi Order Processor List form of View Orders Process Credit Cards in batch Approve in batch Cancel Orders in batch Drop ship in Batch Batch Print both paperwork and labels

11. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Useful Quick Filters All Pending Complete Pending Orders From Last import Approved Orders With no Tracking # Drop Ships missing Date Shipped Custom

12. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Batch Printing Documents Print Later instead of Print Now Invoices Packing Slips Allows for departmentalizing the order flow between processing and shipping Shipping Labels

13. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Shipping Batch Printing Labels Integrated Packing Slips Pack and Ship/Quick Ship

14. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Batch Printing Labels Located in the Batch Print Screen Lets you print labels out quickly More matching work later Prone to human error and lost paperwork

15. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Integrated Label Can be batched just like shipping labels Combines the packing slip or Invoice and the label Cuts down on human error compared to batch printing labels Call Sales to purchase

16. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Pack and Ship / Quick Ship Cut down on Errors and errant shipments Use Barcode scanner and Scale Fast

17. 2010 User Conference April 23 rd – 25 th, Philadelphia, PA Thank You! Any Questions?