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Message from the Editor:
This document is intended to provide high-level information about the Monsoon Stone Edge multiple-warehouse solution for managers as well as the actual end users of the software.
The examples in this document assume the environment is already setup according to the detailed instructions in the Monsoon Stone Edge Installation Guide, which is intended for a more technical audience.
More specific step by step instructions for daily activities can be found in the online Knowledge Base.
The terms “screen”, “form” and “interface” may be used interchangeably throughout this document, as are “select” and “click”.
“Product”, “item”, and “SKU” are also used synonymously. “Supplier” refers to a “vendor”. The acronym POS stands for Point of Sale, while the abbreviation, POs, refers to multiple Purchase Orders.
Bold type is used to denote locations on a screen (field labels) or system parameters. Italics are used for emphasis and the names of screens or tabs.
For technical support: Visit the online Knowledge Base Telephone: 484-927-4804, option 2
Email: [email protected] Monsoon Commerce, Inc.
399 Arcola Road, Suite 200 Collegeville, PA 19426
What is Stone Edge?
Monsoon Stone Edge is the complete back-office system for single and multi-channel merchants. Stone Edge makes Web and traditional Mail Order businesses easier to manage by providing practical
customer, inventory, and order management tools. You can process orders and manage inventory from multiple shopping carts in one shared system and retain the branding of each individual store.Stone Edge is compatible with many shopping cart systems,including the following:
Stone Edge Version 8 is designed to manage orders for products which are stored at more than one physical warehouse location. However, Stone Edge Version 8 does not manage different locations within a given warehouse, such as zones or aisles. Presently, each product can only be assigned a single location in a given warehouse.
What’s New in Stone Edge Version 8?
Stone Edge Version 8 is a multiple warehouse solution, which splits the processes of order management and order fulfillment between the Stone Edge Order Manager (OM) and the Stone Edge Fulfillment Manager (FM) applications. The Order Manager and the Fulfillment Manager communicate with each other through a new component known as the Synchronization Manager (SYM). The Order Manager and the Fulfillment Manager each contain Sync Manager-code which generates and processes messages flowing between the two applications. Messaging can be configured to use a fully qualified UNC folder path if both applications reside on the same LAN, but do not use mapped drives. Alternately, you can configure the system to send messages through a third-party application which uses FTPS (File Transfer Protocol Security Extensions), such as Filezilla. A file synchronization application, such as Dropbox, could also be used to exchange messages between the applications.
The main office runs the Order Manager application, while the Fulfillment Manager application is installed at each warehouse location. The Order Manager has a global view of orders and inventory, while each installation of the Fulfillment Manager is only aware of the orders for which it is responsible. Warehouses have no knowledge of other warehouses, and warehouses can only be associated with a single Order Manager store at this time.
Orders from any number of sales channels are created, reviewed, and approved in the Order Manager, which seamlessly routes the entire order, or individual line items, to one or more warehouses based on product availability and warehouse ranking. This solution improves throughput by dynamically directing orders/items to the warehouse best equipped to fill and ship them in a timely fashion.
Terminology
ATP: (Available to Promise) the units of a given catalog item which can be offered for sale through the Order Manager (the sum of each warehouse’s QOH for a given item)
Catalog: list of all items the merchant offers for sale
Item –Source record: maps items in the catalog to a given warehouse so Stone Edge can track and
maintain a record of the items a warehouse has in stock.
Fulfillment Manager: the Stone Edge component responsible for packing and sending shipments, as
well as managing quantity on hand counts for all products
Order Manager: the Stone Edge component responsible for order creation, approval and routing,
customer management, and management reporting
Order Route: the decision made by the routing system as to which warehouse or warehouses fill the
order, or parts of the order
Payment Module: the Stone Edge component (Monsoon Commerce Payment Module) used to process
electronic payments
Quantity on Hand: physical inventory count of an item at a given warehouse (not the same as ATP)
Reroute/Optimize: the manual process of changing the order route from one warehouse to another
Route State: the systematic management of the order route (in version 8.0, “Allocated” to “Committed” to
“Shipped”)
Routing System: the Stone Edge component that determines the warehouse or warehouses, to which
an order, or parts of the order, are sent for fulfillment
Sync Manager: a background component both the Order Manager and the Fulfillment Manager which
manages the communication between the applications
Unsolicited return: when an item is sent to a warehouse without prior company contact or authoriza?tion
Warehouse: a place that stores inventory and ships inventory to customers to fulfill orders
Warehouse rank: controls the order in which the order routing system searches warehouses to
Requirements
Refer to the Knowledge Base topic for the most current information.
Limitations
Installation and Configuration
• Do not install the Fulfillment Manager and the Order Manager on the same workstation at this time.
Migration from a previous version of Stone Edge
• Presently, there is no utility to convert an existing Stone Edge store data file to the Version 8.0 format, but one will be available in a subsequent release.
• It is necessary to create new SQL databases for the Order Manager and Fulfillment Manager and configure the system from the ground up. The program creates a new SQL store data file when it is initially launched.
• System Parameters must be configured manually, but product data can be imported from text files into the Order Manager, which in turn sends it to the Fulfillment Manager. Product QOH can be imported from a text file into the Fulfillment Manager. There is a provisioning feature to handle the bulk data exchange when initially setting up the system. Once the product information is present in both databases, any new or updated product information is sent by the normal synchronization messages. Each warehouse is responsible for maintaining an accurate QOH count, which the Order Manager uses to calculate the product ATP for the enterprise.
Features not supported in version 8
Change SKUs
Point-of-Sale
Cross-selling products
DAZzle Batch
Fulfillment Centers
Point of Sale
Postal Package Partner
Road Trips and Trade Shows
Shipping Export Templates
ShipWire Fulfillment Service
UPS Online Tools (for printing shipping labels, still used for rate shopping)
USPS Web Tools
Summary of changes to supported features
For a complete list of changes, see the Release Notes in the program installation folder.Batch Printing
• Both the Order Manager and the Fulfillment Manager have batch printing capabilities, however, the Order Manager is only able to print invoices, credit slips, and mailing labels in batch mode. Pick lists, packing slips, and shipping labels are printed through the Fulfillment Manager’s batch print feature at the warehouses.
Data Management
• An SQL database must be used to house your order and product information.
• Since the Order Manager’s store data file can no longer be a Microsoft Access database, the Archive Data, Backup Data File, Compact Data File, Convert to SQL Server, and Re-import Archived Orders functions are no longer supported.
• The backup and restore features of text file imports are also removed.
• The Global Editor and Multi-Record Editor cannot be used to edit ATP (formerly QOH in OM).
• All email from Stone Edge is sent by the Order Manager. The Fulfillment Manager does not send any email at this time.
• Email templates can now be cart-based.
Inventory
• System parameter CheckInventory is removed, so you do not have the option to turn inventory tracking off for the entire system, but individual items can be marked as Ignore ATP.
• The “Don’t do fulfillment” field on the Inventory form is removed.
• The Cross Sell feature is removed.
• The Change SKUs feature is removed.
• All tasks related to the management of the inventory catalog take place in the Order Manager, such as defining SKUs, kits, assemblies, lots, and warehouses.
• Assemblies are built or broken through the Fulfillment Manager, once inventory records are created in the Order Manager and synchronized with the Fulfillment Manager.
• Kits can have parts shipped from different warehouses.
• Lots are built or broken through the Fulfillment Manager, after the inventory records are created in the Order Manager and are synchronized with the Fulfillment Manager.
• The Order Manager is only aware of the ATP of each product, which is the sum of the QOH values from each warehouse. The QOH of individual products is managed by Cycle Counts and Purchase Order receiving at each warehouse location.
• It is not possible to manually adjust the ATP values of your warehouse inventory through the Order Manager.
• Product data with QOH can only be imported from a web store if a single warehouse is defined, and this should only be done once when initially setting up the system. Do not use this feature after production order processing is underway.
• Product information can be imported from QuickBooks, however QOH cannot be imported, even if there is only one warehouse defined.
• The functionality of the Purchase Order system is split between the Order Manager and the Fulfillment Manager applications. Purchase orders are created and invoiced in the Order Manager, and they are received in the Fulfillment Manager.
• Product images in Inventory records must reside on the web at this time.
Keyboard Short-cuts
• Ctrl+Shift+E (clear tracking table), Ctrl+Shift+D (open database) and Ctrl+Shift+Z (zip data file) have been removed from the program.
Order Processing
• Based on warehouse ranking, the Order Manager routes the entire order, or individual line items, to warehouses for fulfillment.
• The route is committed when the order is Approved.
• Once an order route is committed to a warehouse, the order must be unapproved in the Order Manager before any changes can be made, such as adding or deleting a line item, changing the routing, etc. The warehouse must be contacted and instructed to place the order on Hold so it is not shipped before the order is unapproved and the changes are made in the Order Manager. The original order is effectively cancelled and a new order is created when the order is re-approved.
• Pick lists, packing slips, and shipping labels are no longer printed by the Order Manager, so it is no longer possible to print these documents when an order is approved.
• The Multi-Order Processor cannot add shipping labels to the Order Manager’s batch printing queue as they are printed through the Fulfillment Manager at the warehouse from which the order is shipped.
• When placing a manual order, you cannot add a kit to the order without also listing the kit parts at this time.
• It is no longer possible to display cross-sell products at Manual Orders. The cross sell feature is removed in version 8.
Notes and Tasks
• The Fulfillment Manager does not support Notes or Tasks.
Packing, Shipping and Tracking
• All functions related to picking, packing, and shipping warehouse stock now takes place in the Fulfillment Manager and is removed from the Order Manager. However, shipping status, packing records, and tracking numbers are reported back to the Order Manager.
• It is no longer possible to collect payment for orders at the Pack & Ship screen. All payments are collected through the Order Manager/Payment Module.
• Some shipping integrations or features have been removed from Stone Edge version 8: DAZzle Batch
Postal Package Partner ShipWire
Shipping Export Templates
UPS Online Tools – use ShipRush for UPS to print labels through Stone Edge USPS Web Tools
• The Shipping Setup in the Order Manager has changed dramatically. It is now used to define shipping method names in the Order Manager which match those used in your shopping carts. The shipping method names must also be defined in the Fulfillment Manager where they are also mapped to the carrier’s shipping method names.
• It is no longer possible to have the program process DAZzle tracking numbers immediately after the labels are printed. They are only processed when the Process Tracking Number function is executed. System parameter DazzleProcessTrackingNumbers is removed.
• Shipping carrier information must be supplied when importing tracking data. The program no longer attempts to determine the shipping carrier from the tracking number.
Payment Processing
• It is no longer possible to collect payments at the Pack and Ship screen, which is now part of the Fulfillment Manager.
Purchase Orders
• The Purchase Orders system now has components in both the Order Manager and the Fulfillment Manager.
• Purchase order creation and invoicing takes place in the Order Manager, while purchase order receiving takes place in the Fulfillment Manager.
• Purchase orders can be created by warehouse.
• Externally fulfilled items can be included in Purchase Order calculations.
Returns, Exchanges, and RMAs
• Returns/exchanges with or without an RMA can be created in the Order Manager, while only unsolicited returns can be created in the Fulfillment Manager. The information is relayed to the application which did not create the return via the Sync Managers.
• Returns/exchanges with RMAs must be received into the Fulfillment Manager, which in turn notifies the Order Manager when the products arrive. The item’s disposition is recorded in the Fulfillment Manager rather than the Order Manager.
• Returning items to multiple warehouses requires a separate RMA for each warehouse.
• Once an item is received as a Return by the Fulfillment Manager, it cannot be Unreturned. Up until that time, you can change or cancel the return or exchange.
• Unsolicited returns (no RMA number) are created in the Fulfillment Manager with as much information as is available. When the unsolicited return is communicated to the Order Manager, an alert for manual intervention is issued and a new form is available to aid in matching the unsolicited return to the originating order.
Reporting
• The process for creating custom packing slips has changed. Since the data base schemas differ between the Order Manager and the Fulfillment Manager, custom packing slip reports must be created in FM and manually exported to the Order Manager, which sends the report information to all of the warehouses. Store the custom report in the custom reports database for the
Table of Contents
What is Stone Edge? ... iii
What’s New in Stone Edge Version 8? ... iv
Terminology ... v
Requirements ... vi
Software ... Error! Bookmark not defined. Hardware ... Error! Bookmark not defined. Limitations ... vi
Installation and Configuration ... vi
Migration from a previous version of Stone Edge ... vi
Point-of-Sale ... vii
Rate Shopping ... Error! Bookmark not defined. Summary of Changes ... viii
Batch Printing ... viii
Data Management ... viii
Email ... viii
Inventory ... viii
Keyboard Short-cuts ... ix
Order Processing ... ix
Notes and Tasks ... x
Payment Processing ... x
PDF Processing ... Error! Bookmark not defined. Purchase Orders ... xi
Returns, Exchanges and RMAs ... xi
Road Trips and Trade Shows ... Error! Bookmark not defined. Packing, Shipping and Tracking ... xi
Table of Contents ... xii
1 Getting Started ...2
Concepts ...3
Overview ...3
Deployment Example ...4
Data Management and Movement ...5
Planning for Installation ...7
Review the system requirements ...7
Prepare the environment ...7
Gather Pertinent Information ...7
2 Installing the Stone Edge Suite ...8
Install and configure the Stone Edge software ...9
Front office workstation: owner or supervisor ...9
Warehouse 1 workstation: supervisor ...9
Warehouse 2 workstation: supervisor ... 10
Remaining front office workstations ... 10
Remaining warehouse 1 workstations: pickers and packers ... 11
Remaining warehouse 2 workstations: pickers and packers ... 11
3 Using Stone Edge ... 12
Owners/Managers ... 13
Defining a warehouse ... 13
Defining a supplier ... 14
Defining a product ... 15
Creating a purchase order ... 18
Dashboard ... 24
Reports ... 28
Customer Service ... 29
Customer Service Supervisor ... 29
Customer Service Representative ... 40
Warehouse ... 59 Supervisor ... 59 Pickers ... 77 Packers ... 78 4 Conclusion ... 81 Best Practices ... 82
Adding new products ... 82
Assemblies ... 82
Create supplier records ... 82
Quick Books Export ... 82
Security ... 82
Troubleshooting ... 82
1
Getting
Started
This chapter includes the sections listed below, which briefly describe Stone Edge’s capabilities, requirements, and how to get started using the program:
Concepts
Getting Started
Concepts
Overview
Orders from any number of sales channels are imported into the Stone Edge Order Manager where they can be reviewed for potential fraud before they are approved and dispersed to a warehouse for fulfillment. Payment for orders can also be collected through the Order Manager, which uses the PA-DSS compliant Monsoon Commerce Payment Module to process electronic payment transactions.
Mail, fax, or phone orders can also be entered into the Order Manager through its Manual Orders system. Regardless of the source of the order, when it is approved, the Order Manager automatically decides where to route the order for fulfillment based on the availability of the item, and the ranking of the warehouse. Warehouse rankings are assigned by the user.
When an order is received at a warehouse, the pick list and packing slip are printed, and the picker retrieves those items from designated storage locations in the warehouse. The items are brought to the packing stations where the packer scans the packing slip to bring the order information up on the Fulfillment Manager’s packing screen. The items are then scanned individually as they are placed in the shipping container, or they can be manually marked as packed through the keyboard. Optionally, product images can be used to help verify the correct items are packed. Serial numbers can also be recorded as items are packed. Once a box is “closed”, a shipping label is printed and affixed to the box, which is then placed in the designated location for carrier pickup. The Fulfillment Manager communicates the shipping information to the Order Manager through the Sync Manager, and new component of the Stone Edge suite of applications. A worker at the front office periodically processes tracking numbers to send email notifications and tracking links to customers, making them aware their orders have shipped.
Inventory and Supplier records are created in the Order Manager and are transmitted to the appropriate warehouses through the Sync Manager. These inventory records cannot be edited through the Fulfillment Manager, but assemblies and inventory lots are built or broken in the Fulfillment Manager. Each
warehouse enters and maintains its own physical QOH for each product it stocks. The QOH of each product across all warehouses is added together to determine the Order Manager’s ATP (Available to Promise) for each product. As orders are created and shipped, the product ATP is decremented. As purchase orders are received in the warehouse, the ATP of each product is incremented to reflect the changes in warehouse QOH. Periodically, cycle counts are taken and the Fulfillment Manager’s QOH counts are updated manually. The change in QOH is automatically communicated to the Order Manager, which in turn, recalculates its product ATP.
back to the Order Manager by the Sync Manager. When the bill arrives from the vendor, it is invoiced against the purchase order through the Order Manager.
Likewise, returns and exchanges are created in the Order Manager and the items are shipped back to the warehouse, where they are received through the Fulfillment Manager. The Order Manager is notified of the change in warehouse QOH by the Sync Manager and its ATP count is updated accordingly.
Deployment Example
Mark owns a business named Apex Manufacturing that has two locations. The first location is Building One which has two floors. The lower floor is used as a warehouse and the upper floor is office space. Mark also has a second building in a neighboring town, which is only a warehouse space.
The Front Office
Mark has the Order Manager and the Monsoon Commerce Payment Module installed on his workstation where he administers access to the program, defines his products and warehouses, and monitors the dashboard and views reports. Mark is a security administrator in both of those applications, and can perform all functions.
His wife, Mary, also has the Order Manager and the Monsoon Commerce Payment Module installed on her workstation, where she imports orders from their two web stores and enters order information generated through their catalog mailings. Mary collects payments for orders through the Monsoon Commerce Payment Module, which is accessed transparently through the Order Manager. Mary is a member of the Power User security group in the Order Manager and an administrator in the Payment Module. Mary can perform all functions in the Payment Module, and almost every function in the Order Manager, except she cannot define new users. Mary can capture, void, or credit electronic payments. Mary can also change the routing of an order to a different warehouse, if necessary. Her workstation also has the FTPS or synchronization program installed on her workstation so Order Manager can
communicate with the Fulfillment Manager in Warehouse 2. A Windows system task is configured on her workstation to execute the OM Sync Manager periodically to send, receive, and process messages to and from all instances of the Fulfillment Manager.
Suzy answers the phones and enters orders or responds to customer questions. She has the Order Manager and Payment Module installed on her workstation, but she cannot void or credit electronic payments. She cannot access the Order Manager dashboard or view reports with corporate financial information.
Getting Started are fulfilled by printing pick lists and packing slips. He uses the Fulfillment Manager to update the system with new QOH information when purchase orders, and returns/exchanges are received. He also doubles as a picker or packer when needed.
Bill works in Warehouse 1 and he picks, packs, and ships the orders. He has the Fulfillment Manager installed on his workstation, where he scans the items as they are packed, closes the box and prints the shipping label. He also does cycle counting of products and enters the correct QOH figures in the Fulfillment Manager when necessary.
Joe runs the warehouse operations in Building Two (Warehouse 2), which is in the next town. He has the Fulfillment Manger installed on his workstation where he controls the sequence in which orders are packed by printing their pick lists and packing slips. He also uses the Fulfillment Manager to receive purchase orders and returns/exchanges. He also doubles as a picker or packer when needed. Joe’s workstation has a Windows system task configured to periodically execute the FM Sync Manager to send, receive and process messages to and from the Order Manager. He also has an FTPS application
installed on his workstation to send and receive messages to and from the Order Manager.
Jim is a picker in Warehouse 2. He gathers the items on the pick lists and brings them to the shipping station to be packed. He also puts away the new merchandise when Purchase Orders are received and does cycle counts as needed.
Bobby also works in Warehouse 2 as a packer. He has the Fulfillment Manager installed on his workstation, where he scans the items as they are packed, closes the boxes and prints the shipping labels. He also does cycle counts and enters data into the Fulfillment Manager, as needed.
Data Management and Movement
Building One has SQL Server installed on the LAN (local area network). A single instance houses all of the databases used by all of the Stone Edge components in Building One (Order Manager, the Fulfillment Manager and the Payment Module). In this example, the Sync Managers for Fulfillment Manager and Order Manager use folders located on the LAN to pass information back and forth (UNC path).
However, Building Two is not part of the local network established at Building One. It has its own SQL Server on its own LAN. There are no installations of the Order Manager at Warehouse 2. The Fulfillment Manager at Warehouse 2 communicates with the Order Manager installation at Building One through a communications link using an FTPS application or synchronization software, which is installed on a single
When deciding where to place the databases at a given location, consider the workload of any existing SQL Servers before placing the Stone Edge databases on a server which contains databases from other applications. If you have sufficient hardware, it may be advisable to create separate instances on separate machines for better performance.
When an order, inventory item, supplier, purchase order, or return/exchange is created, the Order Manager passes that information to the Fulfillment Manager through the execution of the OM Sync Manager.
When a purchase order or return is received, or a shipping label is printed at either of the warehouses, the Fulfillment Manager passes that information to the Order Manager by executing the FM Sync Manager.
Getting Started
Planning for Installation
Review the system requirements
Determine which components need to be installed at each location.
Make sure all workstations in each location meet the hardware, network and software levels required to install the Stone Edge suite of products.
Prepare the environment
Decide how you will transfer messages from remote locations to the front office and vice versa. Choose an FTPS (File Transfer Protocol Security Extensions) application or file synchronization software such as Dropbox. Or create a shared file location on the WAN/LAN and use fully qualified UNC paths when configuring the Sync Manager settings.
Ensure that all locations where the Order Manager is installed have the Windows and SQL software installed according to the Payment Card Industry’s Data Security Standards, outlined in the Monsoon Commerce Implementation Guide for the Monsoon Commerce Payment Module.
Be sure all users and workstations have adequate permission to access the SQL Server that houses the databases for the components they will use.
Gather Pertinent Information
Make a list of all shopping cart (web store), payment processor, and shipping carrier, account information. Existing Stone Edge users may also want to make a spreadsheet of system parameter settings as they currently exist in versions 5 or 7. At this time, there is no utility for migrating data from an existing Stone Edge data file to a Version 8 data file, so the parameters must be set manually. The Installation Guide provides information about obtaining system parameter settings from the existing store file.
New users should accept the default parameter settings during the installation of the software. When the installation is complete, you can review the system parameters through the user interface or the
2
Installing the
Stone Edge
Suite
This chapter discusses the steps of installing and configuring the Stone Edge software suite at a high-level, it is not intended to be used for the actual installation of the software. Refer to the Stone Edge Installation Guide Version 8 for detailed instructions.
Installing the Stone Edge Suite
Install and configure the Stone Edge software
Front office workstation: owner or supervisor
1. Install and configure the Payment Module.
a. Create the database. DB name must start with “MonsoonPaySys”. b. Create User IDs.
c. Enter Payment Processor information in Payment Accounts. d. Map Payment Accounts to Payment Sources.
2. Install and configure the Order Manager. a. Create the database (store data file). b. Define users and add to security groups.
c. Configure any cart-based Payment Sources.
3. Decide how the Sync Managers will communicate; select one or both (multiple warehouses):
a. Create a WAN (Wide Area Network)
i. Create folders with meaningful names, such as OMtoWH1 and WH1toOM, etc.
ii. Enter the UNC paths to those folders in the OM Sync Manager settings.
b. Use an FTPS application such as Filezilla, or synchronization software such as Dropbox.
i. Install the FTPS application
ii. Create incoming and outgoing folders with meaningful names.
iii. Enter the UNC paths to those folders in the OM Sync Manager settings. 4. Import supplier information from a text file into the Order Manager.
5. Import product information from a text file into the Order Manager.
6. Create a provisioning event and execute the Sync Managers to distribute the catalog to all warehouses.
7. After the system is initially setup and functioning, configure a Windows system task on this workstation to automatically execute the OM Sync Manager at specific intervals to send outgoing messages and process incoming messages.
Warehouse 1 workstation: supervisor
1. Install the Fulfillment Manager on this workstation. a. Create the database.
b. Enter information about your company and warehouse through the screens of the FM Setup Guide.
c. Define users of the Fulfillment Manager. d. Identify the shipping carriers you use.
3. Launch the Fulfillment Manager’s Sync Manager and enter the paths to the messaging folders. 4. Execute the FM Sync Manager to receive the product information from the Order Manager. 5. Import the QOH for products stored at this location from a text file.
6. Execute the FM Sync Manager to send the information to the Order Manager.
7. After the system is initially setup and functioning, configure a Windows system task on this workstation to automatically execute the FM Sync Manager at specific intervals to send outgoing messages and process incoming messages.
Warehouse 2 workstation: supervisor
1. After the first warehouse workstation and front office workstation have exchanged inventory and QOH data, install the Fulfillment Manager on this workstation.
a. Create the database.
b. Enter information about your company and warehouse through the screens of the FM Setup Guide.
c. Define the users of the Fulfillment Manager. d. Identify the shipping carriers you use.
2. Create the messaging folders for the Fulfillment Manager and give them meaningful names. 3. Execute the FM Sync Manager to receive the product information from the Order Manager. 4. Import the QOH for products stored at this location from a text file.
5. Execute the FM Sync Manager to send the information to the Order Manager.
6. After the system is initially setup and functioning, configure a Windows system task on this workstation to automatically execute the FM Sync Manager at specific intervals to send outgoing messages and process incoming messages.
When the FM Sync Manager is run at the warehouses, the QOH of each product in each warehouse is sent to the Order Manager, which calculates the product ATP for the enterprise by adding all the warehouse QOH figures together.
The QOH at each warehouse fluctuates as orders are received and shipped, and as purchase orders and returns are received.
Remaining front office workstations
1. Install and configure the Payment Module. a. Login with a previously created User ID
b. Connect to the MonsoonPaySys database created previously. 2. Install and configure the Order Manager.
Installing the Stone Edge Suite c. Once all warehouse QOH information is received from the Fulfillment Manager, and the
shipping carrier software is configured, you are ready to import or place orders.
Remaining warehouse 1 workstations: pickers and packers
1. Install the Fulfillment Manager on these workstations. a. Login with a previously created User ID.
b. Connect to the previously created WH1 Fulfillment Manager database.
2. Install ShipRush for UPS or FedEx, Endicia DAZzle for USPS on each workstation that is used to print shipping labels; or, setup an ODBC connection and map the fields in the Fulfillment
Manager’s database to the UPS WorldShip of Fed Ex Ship Manager database.
3. When the Order Manager begins to send order information to this warehouse, you are ready to print the pick lists, packing slips and shipping labels.
Remaining warehouse 2 workstations: pickers and packers
1. Install the Fulfillment Manager on these workstations. a. Login with a previously created User ID.
b. Connect to the previously created WH2 Fulfillment Manager database.
2. Install ShipRush for UPS or FedEx, Endicia DAZzle for USPS on each workstation that is used to print shipping labels; or, setup an ODBC connection and map the fields in the Fulfillment
Manager’s database to the UPS WorldShip of Fed Ex Ship Manager database.
3. When the Order Manager begins to send order information to this warehouse, you are ready to print the pick lists, packing slips, and shipping labels.
3
Using Stone
Edge
This chapter describes the roles of different users of the Stone Edge software suite. Owners/Managers
Customer Service Pickers
Packers Receivers
Using Stone Edge
Owners/Managers
Mark is the owner of a small business called Apex Manufacturing and he uses Stone Edge to manage his business. He monitors the daily activity of the business through the Order Manager’s Dashboard feature, which provides a breakdown of daily order and inventory information. As his business grows, Mark may need to add additional suppliers, inventory, and warehouses to Stone Edge. He adds those records to the Order Manager, which sends the information to the Fulfillment Manager. He can then create purchase orders for the new merchandise. For more detailed information about these processes, consult the Knowledge Base.
Defining a warehouse
A default warehouse record is provided with the program to minimize the amount of data entry needed when the program is initially setup. This record can be renamed if so desired, or you can create new warehouse records for each location.
Go to Main Menu>Manage My Inventory>Manage My Warehouses and select Add.
Enter name and address information for the warehouse.
Enter the Warehouse Rank or let the program assign its ranking. The rank is used when routing orders to a warehouse for fulfillment.
Configure the Sync Manager connections between the Order Manager and this new instance of Fulfillment Manager.
Create a windows system task to execute the Sync Manager periodically to exchange data between the Order Manager and the Fulfillment Manager.
Defining a supplier
This section describes how to manually create a Supplier record. Supplier information can also be imported via a text file.
A default supplier record is provided with the program to ease the amount of data entry required when setting up the system, however, it is recommended to create new records for each of your suppliers rather than renaming this record.
Go to Manage My Inventory>Manage My Suppliers and select Add.
Using Stone Edge Next, select the Purchase Order Settings tab and choose the means by which the supplier receives purchase order information from Stone Edge.
Enter any Additional Options. Select Save.
Defining a product
This section describes how to manually create a Supplier record. Supplier information can also be imported via a text file.
At the Main Menu, select Manage My Inventory>View & Manage My Inventory.
Select AddNew. It is not necessary to complete all of the fields now, but you must at least enter the
Using Stone Edge Select Add Primary Supplier.
Choose the Supplier from the drop-down list. A default Supplier record is provided with the program, but a best practice is to create your own supplier records and associate them with your products.
Enter the Supplier SKU and the Unit Cost and select Save.
Select a warehouse row and enter the reorder order information for the item in the Reorder/Target Quantity and Reorder Point fields. The labels of these fields change based on the setting of parameter POCalcMethod (Reorder Calculation Method). Select Save.
Creating a purchase order
Mark generates purchase orders through the Order Manager to restock his warehouses. He consults the Best Sellers and Slow Movers reports to make decisions about the products he stocks.
Go to Main Menu>Manage My Inventory>Manage My Purchase Orders.
Select Create a New PO. Mark only wants to create a purchase order for one item, so he selects
Using Stone Edge
Automatically to have the program generate purchase orders for all products below their reorder or
target points.
He chooses the Local SKU, the Warehouse, the Supplier, and enters the Quantity.
Select Add to Order and the purchase order details are added to the right pane. Select Preview to review the purchase order.
When ready, select Create and send the purchase order information to the supplier. The next time the Sync Manager tasks run, the purchase order information is sent to the warehouse (Fulfillment Manager) for which the merchandise was ordered.
Invoicing a purchase order
When a purchase order is marked as received by the Fulfillment Manager, you can apply an invoice from the supplier to it through the Order Manager.
Go to Main Menu>Manage My Inventory>Manage My Purchase Orders>Invoices>Enter Invoices for Purchase Orders.
Select your name from Entered By and select a Supplier. The program produces a list of open purchase orders for that supplier at the bottom of the screen or it informs you that there are no open purchase
Enter the suppliers invoice number in Suppliers Inv #, and enter the dollar amount of the invoice in
Product Subtotal.
Select as many purchase orders from the list as are included in the invoice. The right-hand side of the form becomes active and changes can be made to the selected purchase order, if necessary. Consult the Knowledge Base for more detailed information.
Select Post Data to record the invoice information in the Order Manager.
Select OK to acknowledge the end of the process, and Close to exit this screen.
Setting system parameters
Stone Edge has thousands of system parameters which allow you to alter the behavior of the program to match your workflow.
Use the Order Manager’s security system to prevent unauthorized users from making unwanted changes to the system parameters. The standard groups provided with the program, such as Cashiers and Sales People do not have permission to change the system parameters.
For example, Mark wants any manually entered order to be automatically approved when it is saved, so he changes the setting of system parameter ApproveManualOrders to TRUE.
Using Stone Edge Now when a manual order is saved, the Print Options, shown below, are no longer displayed.
If you want to automatically print the invoice or send the customer an email confirmation, you should also
set InvoiceCopies to the appropriate number, and ConfirmManualOrders to TRUE. Also review the
email template selected in DefaultConfirmationTemplate.
Go to Main Menu>Settings>System Functions>Set System Parameters.
Select Manual Orders from the Parameter List.
Then select ApproveManualOrders from Parameters in Selected Group, and select True from
Parameter Value.
Parameter changes for specific shopping carts or workstations are made by selecting PC & Cart Based
Parameters.
Exporting Accounting Data to QuickBooks
Periodically, Mark exports his sales, deposits, receiving, and invoicing information from the Order Manager to QuickBooks by the Direct XML method. Consult the Knowledge base for information about configuring this integration.
Go to Main Menu>Settings>Data Functions>Export Accounting Data on the workstation where QuickBooks is installed.
Select the action you want to perform, and then choose the kinds of information to include in the export. A best practice is to Preview selected batch of data and select Begin to view the data. You can review the entries and correct any potential problems in Stone Edge before the data is exported to QuickBooks. If all looks good, select Run Export to start the data transfer.
Email Marketing Campaigns
Mark also uses Stone Edge to select customers for his targeted, marketing email campaigns. He selects customers who have ordered specific items recently and sends promotional material about the same or similar items, hoping to gain repeat sales.
System Parameter EmailSendMethod must be set to Order Manager in order to perform this task through the Multi-Order Processor or the Customer Export screens.
Using Stone Edge Go to Main Menu> Manage My Customers>Export/Email My Customers.
Once the selected SKUs are Added to the list of items on the right-hand side of the screen, select Begin
Export and choose the Email template to send on the next screen.
Select Preview to see the body of the email, or Edit to make changes to the template before it is sent. Enter whatever information you want the program to record in Note to add to Customer records, such as the SKU and the date the email was sent.
Select Send and the Order Manager produces a customized email message for all of the customers who purchased SKU 0001.
Dashboard
The Dashboard is opened through the Run My Reports accordion tab on the Main Menu of the Order Manager and is comprised of three tabs: Orders, Inventory and Revenue.
Orders
The Orders tab is the default view of the Dashboard when it is opened. The daily order totals by category are displayed.
Select a button to see more details about the orders in that category. The categories are Today’s Orders, Pending, Ready to Ship, Drop-Ships to Order, Balance Due, Credit Due, and Order States.
Using Stone Edge For example, Today’s Orders shows a list of orders created in the current day, the order number and source (Manual Orders, Web orders), the customer’s name and the value of the order.
Select an order from the list and click Quick View to see a few order details, or select View Order to see the order information at the Process Orders screen.
Inventory
Select the Inventory tab to see product information categorized as Out-of-Stock Items, Items Ready to Order, Open POs, Best Sellers, Slow Movers, Current Levels, Current Values, and Items to Watch. Select a category button to view more details.
For example, Open POs shows a list of open purchase orders, the dates they were created, the date they are due, the total cost of the purchase order, and the type of purchase order (standard or drop-ship). Double click a purchase order in the list or select the Purchase Orders button to open the Purchase Orders form and review the purchase order details.
Best Sellers lists the SKU, Item Name, and the number of units sold in the last 90 days, and Slow
Movers shows items that have not sold in six months.
Current Levels shows the current ATP of each item as well as if it is discontinued, drop-shipped or
marked as Ignore ATP.
Current Values shows the current value of your inventory broken down by SKU.
Out-of-Stock Items, Items Ready to Order, and Current Levels give you a quick way to monitor current
inventory conditions without printing a report.
Revenue
Select the Revenue tab to display the running total of the day, month and year’s sales, as well as view a graph of the expected revenue versus the actual revenue to date.
Access to this kind of information can be restricted by the Order Manager’s security system.
Once the security system is enabled, a User ID and password must be created for each employee who needs access to the Order Manager. Users are assigned to security groups, which control which actions and forms they can perform or access.
Using Stone Edge Mark’s User ID is a member of the Admin security group, so he is able to control the level of access given to each user group. When enabling the security system, it is recommended to select Order Manager as the Log-In Option. Be sure to create at least one Admin user before closing the Security System screen.
As User IDs are created, they are added to a user group. Stone Edge provides some standard user groups with pre-defined access levels for the roles of Cashiers, Packers, Power Users, and Sales People. To activate those groups, select the Groups tab and make a selection from Standard Groups.
Next, select Create Group. You can now add a new user to that group and they inherit the permissions of the group. For example, Cashiers do not have access to the Dashboard (Stats) by default. If necessary, an Admin can adjust access levels for a given user group, or a better practice is to copy an existing user group, change its permissions, and then assign selected users to that group.
Mark creates a User ID for Suzy and adds it to the Cashiers group.
Select Close to exit the security system.
Using Stone Edge Access to financial reports can also be restricted through the Order Manager’s security system.
To generate those reports, select Run My Management Reports from the Run My Reports section of the Main Menu accordion. Select the report from the Standard Reports tab and choose your Filter Options on the right-hand side of the screen and select Preview or Print.
Customer Service
Customer Service Supervisor
Mary comes into work and fires up the Order Manager. She opens the Order Processor (aka Multi-order Viewer, or MOV). Here she checks to see if there are any Multi-orders from yesterday’s processing which are not yet approved and shipped. If necessary, she can view the line item details, or open the Process Orders screen to take action so that the order can be approved and routed to the warehouse for fulfillment.
Multi-Order Processor (MOV)
Create a list of orders at the MOV using a Quick Filter, or by entering specific order numbers. You can choose one or more actions to perform against a list of orders by using the check boxes at the top of the screen to select all orders in the list for a given function, or the Select All button.
Selecting All Orders Quick Filter and looking at the Current Filter Totals, Mary knows that there are two orders that are still unapproved and two that need drop-ship purchase orders created.
Mary selects the All Pending (not approved yet) Quick Filter to see just the orders that are not yet approved (1003 and 1015). She also wants to create drop-ship purchase orders for those orders containing drop-shipped items, so she then selects the Drop Ships to be Ordered Quick Filter. The program asks if she wants to clear the list of orders before adding those results. She responds No and now has the list of the four orders she wants to process as a batch.
Using Stone Edge Next, Mary selects the Process Orders tab and chooses the email template the program should use when sending an order confirmation email. She also chooses to add the order Invoice to the batch print queue and selects the Process Orders button to start the batch processing.
If she needed to collect payment for these orders as well, she would also select the check box in the $ column.
Mary is initially prompted to enter her Payment Module credentials before the orders are processed, but she does not need to enter them again unless an extended period of inactivity is detected by the Payment Module. When that happens she simply needs to login to the Payment Module again.
The program shows a message with the results when the batch processing is finished.
If payment for the orders is captured and the orders are successfully approved, the Order Manager automatically routes the order information to one or more warehouses for fulfillment without any additional intervention by Mary. Items contained in a single order can be filled from several different warehouses, depending on the availability of the product and warehouse rank.
Using Stone Edge
Importing Web Orders
Mary imports orders from their online store into the Order Manager’s store data file (database) by going to Main Menu>Import My Orders>Import My New Orders and selecting the Import via Internet button.
When the import is complete, the program displays a brief message with the results and prints the Order Summary report.
The Order Manager is configured to capture authorizations on import, so any orders automatically
approved at import are immediately routed to a warehouse for fulfillment without any intervention by Mary. However, the Order Manager is not currently configured to automatically approve orders with customer comments or instructions, so Mary reviews them at the Process Orders screen, using the All Pending
(not approved) Quick Filter. She takes corrective action if necessary and manually OKs the orders so
they can be approved and filled.
Manually Reviewing Orders
When an order requires manual attention, the red WARNING tab is visible on the accordion. One reason this happens is if the order includes Comments & Instructions. Select the link to read the Order Instructions or Customer Comments. After reviewing the instructions or comments, Mary selects OK All
Reasons and manually approves the order.
Another reason the WARNING tab appears is if there are Order Review Reasons associated with the order. An example of an Order Review Reason is if it contains a payment method the Order Manager
does not recognize, or in this example, the program had a problem routing the order to a warehouse. This happens if the product is not associated with a warehouse.
Mary corrects the error condition and selects OK All Reasons. She approves the order which is then routed to the warehouse for fulfillment. See the Problem Resolution section to correct this condition. If the order has Comment or Instructions, they are visible in the WARNING tab or the Order tab.
Using Stone Edge
Process Tracking Numbers
Later in the day, Mary runs the Process Tracking Numbers function which sends emails to customers whose orders have shipped. The email includes order/line item details and a link to the carrier’s web site where they can track the shipment. This process can be started by one of the following two methods. Go to Main Menu>Settings>Shipping Functions and select Process Tracking Numbers. The program either tells you there is nothing to send, or the process begins.
Mary also knows to run the Process Tracking Function when it is visible under the red Process tab on the accordion. Its appearance is an indication the Order Manager received shipping and tracking information from one or more warehouses.
The Process tab also becomes visible when there are Alerts or RMAs to be viewed and processed.
Create new User IDs
Order Manager
A new customer service representative is starting at Apex Manufacturing next week, so Mary creates User IDs in both the Order Manager and Payment Module. She assigns the new employee to the Sales People security group in the Order Manager and creates a non-Admin User ID in the Payment Module. To create a new User ID for the Order Manager, you must be logged into the program as a member of the
Go to Main Menu>Settings>System Functions>Security Options. Select the Users tab and click New.
Enter a User ID, as well as the Full Name of the user. Assign a password to the User ID and select Save.
The new User ID is preselected in the User ID drop-down. Select the group to which the User ID belongs
in All Groups and click Add. The specified group then appears in Member Of.
In this example, the new User ID, “sk”, inherits the permissions granted to the Sales People group. Select Close. Provide the new employee with their User ID and password.
Using Stone Edge
Look for this icon on the desktop to launch the Payment Module outside of Stone Edge.
Select Add User and enter the User ID and Full Name.
The Payment Module only has two types of users, Admins and non-Admins. Admins have access to everything by default.
If you want the new user to be a member of the Admin group, select that check box. If not, leave the box cleared and you can assign specific permissions to the non-Admin User ID later.
It is a best practice to have at least two Admin IDs defined in the system. Select Save to create the new User ID.
The program generates a one-time-use password which is put on the system clipboard.
Paste the password into an email along with the User ID and send it to the new user. When they log in for the first time, they are prompted to create a durable password.
Changing permissions for non-Admin User IDs in the Payment Module
Log into the Payment Module as an Admin.
Using Stone Edge Select the User ID from the top of the screen and then select Allowed next tothe actions they are
permitted to perform. The background color of the selected User ID and Permissions is green for easy identification.
Select Save.
Creating Approval Rules
The Order Manager has a feature called Approval Rules which provides a level of automation to the order approval process. For example, an approval rule can be created that helps to identify imported orders that appear to be fraudulent, cutting down the amount of time Mary has to manually review orders after they are imported.
Apex Manufacturing has a subscription to MaxMind Fraud Services, which integrates with Stone Edge and provides a Fraud Score for each order. By creating an Approval Rule in Stone Edge, you can automatically cancel orders with unacceptable fraud scores as they are imported. The higher the number the greater the chance the order is fraudulent. Although MaxMind provides a two-digit number as a percentage, Stone Edge only uses the high-order digit. For example, if MaxMind gives an order a score of 30, Stone Edge interprets it as 3.
Select MaxMind Fraud Score from the If drop-down, and Is Greater Than or Equal to from the adjacent drop-down, and enter a value in Value or comma delimited list.
In this example, orders with a Fraud Score of 3 (30% chance) or greater are automatically canceled.
Customer Service Representative
Suzy is a customer service representative for Apex Manufacturing. When she comes in to work in the morning, she picks up the mail and pulls out the catalog order envelopes. She launches the Order Manager on her workstation, logs into the Order Manager and starts to enter the orders through the Manual Orders interface. Suzy also answers the phones to assist customers with questions about the merchandise they sell or to place an order by phone.
At the end of the day, Suzy closes out of the Order Manager before she leaves.
Log into the Order Manager
Using Stone Edge
Create a Manual Order
Suzy’s workstation is setup to open the Manual Orders screen when she selects Create a New Order from What would you like to do? The screen each of these button opens can be changed through the Settings menu.
If she recognizes the customer as a returning customer, she can enter the ID or Email address to locate the customer record. If she does not know either of those values, she can Search to find them by name.
When the customer information is entered, she proceeds to the Items tab, where she selects Add Item(s) and selects the products the customer wishes to purchase from SKU.
To add more than one item to the order she selects Add Item and Continue. Otherwise, she selects Add
Item and Close.
Next, select Continue to Billing, and add a Referral, Coupon, or associate the manual order with a particular Shopping Cart.
Using Stone Edge Enter the destination address, if it is different than the Billing Address. If the item is going to be sent to the billing address, select Copy from Bill To.
You can change the shipping Method, add a Discount, or validate the shipping address .
Select Continue to Messages/Notes and enter any additional order information, such as a Gift
Message to print on packing slip, or Note to print on sales receipt.
The Custom tab is only visible if you have defined custom order fields in the Order Manager. See the Knowledge Base for more information about defining custom fields.
Select Continue to Payment. Here, you can either log a payment in the Order Manager,
or process an electronic payment through the Payment Module.
The Stone Edge Order Manager uses the Monsoon Commerce Payment Module to collect electronic payments for orders. When Suzy selects the Payment Module button on the Payment Terminal of the Manual Order screen, she enters her credentials for the Payment Module and is able to collect the
Using Stone Edge She does not need to open the Payment Module application separately. However, if she is away from her workstation for an extended period of time, she will have to login to the Payment Module again in
accordance with the data security standards set up by the Payment Card Industry (PCI).
Enter the credit card number, expiration date and the CVV information into the Payment Terminal and select Sale (Authorize/Capture).
Select Continue to Summary to review the order details and savethe order.
Since Apex Manufacturing configured the Order Manager to automatically approve Manual Orders, it routes the order information to the warehouse which is best suited to fill the order without any additional action required on Suzy’s part.
Log a Payment in the Order Manager
Occasionally, mail-order customers pay for orders by check or COD. Apex Manufacturing may also allow some businesses to pay by Purchase Order. To pay by Purchase Order, you need to setup Terms in the Order Manager. Refer to the Knowledge Base for more information about setting up Terms.
Any non-electronic form of payment is handled by the Order Manager rather than the Payment Module. While you can manually log a credit card payment in the Order Manager, be aware that the Payment Module cannot perform any subsequent transactions against it, such as voiding or crediting the transaction.
You would only use this feature with credit/debit cards, if you processed the payment transaction directly at the Payment Processor’s website rather than through Stone Edge. To keep the data in Stone Edge accurate, you need to manually log the payment in the Order Manager.
Using Stone Edge When a check payment clears, or COD payment is received, Suzy logs this information in the Order Manager by going to View and Process My Orders and navigating to the correct order.
Select the Payment tab and then choose the Log Payment link on the accordion or the Log Transaction button on the Payment Terminal.
Applying a Payment to a Customer Record
Alternately, you can apply a payment for a specific order through the Customer record. Go to Main Menu>Manage My Customers> View & Manage My Customers.
Navigate to the appropriate customer record and select Orders & Transactions>Apply Payment.
Enter the Amount of Payment, select the Payment Method, optionally enter the Check #, and press
Using Stone Edge
Changing an Order
Sometimes a customer may call to change or add an item to an existing order. Suzy uses the Process Orders interface to look up the order. If it is not already approved and routed, she can make changes to the order without contacting the warehouse. Once an order is routed to a warehouse, she must call the warehouse to be sure it has not already been shipped, due to the inherent lag time between the Order Manager Sync and Fulfillment Manager Sync system tasks. If all items are packed and shipped, it is not possible to change the order. If the item is not yet packed, she asks the warehouse staff to place the order on hold in the Fulfillment Manager so it cannot be packed and shipped. When Suzy makes the changes in the Order Manager, the program automatically cancels the line item in the original order in both the Order Manager and the Fulfillment Manager and sends completely new order information to the Fulfillment Manager for the new line item. Depending on the changes made, the Order Manager could send the new order to the same warehouse, or a different warehouse. For example, let’s say the
customer originally ordered a Medium-Black-CCM helmet and the order was routed to Warehouse 1. The customer called and asked to change the order to a Medium-White-CCM helmet, but Warehouse 1 does not have any Medium-White-CCM in stock. No problem, the Order Manager routes the order to
Warehouse 2 which has 25 on hand.
In either case, the original order (when no items have been packed) or line item is automatically cancelled in both the Order Manager and the Fulfillment Manager without any additional intervention by Suzy or the warehouse staff.
Change a Line Item
To change a line item, you must have system parameter AllowReviseLineItem set to TRUE. Go to Main Menu>Process My Orders>View & Process My Orders and navigate to the correct order.
Select the Items tab and choose the line item in the right-hand pane. denotes the selected item. Select Edit Line Item from the accordion to make changes to the quantity, price or options of the line item.
When you are finished making changes, select OK.
To change a line item, you must have system parameter AllowAddLineItem set to TRUE. Select Add Line Item from the accordion and choose one or more SKUs to add to the order. When you are finished making changes, select OK.
Using Stone Edge Navigate to the order and select the line item.
Select Delete Line Item from the accordion to remove the line item from the order.
Enter the reason the line item is being deleted.
Select Delete the Line Item.
Cancel an Order
To manually cancel an order before it is approved and routed to a warehouse, you must have system parameter AllowCancelOrders set to TRUE.
Select the Order tab and click Cancel.
Enter the reason for cancelling the order and select Cancel the Order.
If a customer wishes to cancel an entire order, Suzy must get Mary, her supervisor, to void or credit any credit card transactions, since Suzy’s Payment Module User ID is not authorized to do so. Mary can login to the Payment Module at Suzy’s workstation to complete the transaction. When finished, Mary selects the Payment Module login button on the Main Menu of the Order Manager so Suzy can log back in and proceed with her work.
Using Stone Edge Mary documents the request to return or exchange the item through the Order Manager. When the Sync Manager’s system tasks run, the Fulfillment Manager in the warehouse from which the item was shipped becomes aware of the return or exchange. The customer is instructed to send the item back to that warehouse location, where it is received through the Fulfillment Manager.
Go to Main Menu>Process My Orders>Process and View My Orders, and lookup the order. Select the Items tab. If you know the order number, use the keyboard shortcut, Ctrl+Shift+o. Select the line item to be returned. If there is only one line item in the order, it is already selected. Select Return/Exchange from the accordion to start the process.
Select Next.
The customer does not want to exchange the item, so Mary selects No and Next.
Using Stone Edge Mary does not want to add any fees to the return, so she selects Next, without making any selections on the Fees and Credits screen.
After reviewing the return information on the last screen for accuracy, she selects Save.
If she needs to make changes before saving the return, she selects Back to return to a previous screen.
Respond OK to add the return to the system.
Refer to the Warehouse Supervisor’s section of the guide for information about receiving a return.
Suzy pulls the order up in Stone Edge, but sees that the customer paid with a credit card and she is not authorized to void or credit electronic payment transactions.
Suzy calls Mary over to her workstation, and Mary logs into the Payment Manager using the Payment
Using Stone Edge Mary uses the keyboard shortcut Ctrl+Shift+O, enters the order number.
