On the left-hand side of the screen is a listing of all sales that were made on your web site, and have not been processed. The list is sorted by Customer Name, and the Date/Time, and the Total of the transaction is listed to the right. To adjust the width of each column, click and hold on the column separator and move it left or right accordingly.
By selecting a Pending Order from this list, all detailed information about that Order will appear on the right-hand side of the screen, with the ordered item specifics below. Information listed on this screen for each order is:
Customer Name - The Customer's name as the entered into your web site shopping cart.
Company Name - The Customer's Company name (if applicable) as the entered into your web site shopping cart.
Account Balance - The Customer's current outstanding balance PRIOR to this order. Useful for existing customers.
Billing Address - The Customer's address where they wish to receive the invoice or receipt for this order.
Telephone - The Customer's telephone number where you can contact the Customer regarding this order.
Email - The Customer's email address.
Shipping - (If Applicable) The dollar amount of Shipping Charges applied to this order.
Tax - (If Applicable) The dollar amount of Taxes applied to this order.
Approval Code - If you have enabled you web site to conduct Secure Transactions (accept Credit Cards online), and the customer has chosen to purchase the corresponding items via secure methods, this number is provided as a reference number that the order has been approved by the order processing system. Note: This number will be automatically generated by your transaction provider.
Transaction ID - If this order was placed using a secure payment gateway (credit card), this number is provided as a reference number for this specific transaction. Note: This number will also be automatically generated by your transaction provider.
Sale Total - The total dollar amount for this order, including any applicable shipping charges and taxes.
The area below contains the specifics of the items in this order, including the Item name, Options, Item Price, Quantity ordered, Subtotal, and the Item's Catalog Number.
NOTE: The Catalog Number displayed is the Catalog number for this item without options. If you are tracking quantities based on option combinations, the Pick List and the Processing screens will display the actual Catalog Number for the option combination selected.
As above, to adjust the width of each column, click and hold on the column separator and move it left or right accordingly. Once an order has been retrieved and processed, the order will be removed from the list of Pending online orders.
Print Pick List button - Located below the list of pending Internet sales on the left of the screen, the "Print Pick List" button enables you to print a detailed list of all orders listed above which have been received but not processed (pending). This Pick List is useful to assure an orderly and accurate method of fulfilling these orders.
On the top of the screen are three (3) additional buttons:
Process Sale - Once you have retrieved a list of Internet sales, click on the "Process Sale" button to enter the Internet Sale into the Y.E.S.! system. Each sale is processed individually. This provides you with complete control over order processing and fulfillment.
Delete Sale - By clicking on this button, you can delete any Internet sale that has not been processed. Once a sale has been entered into the transaction history, it cannot be deleted.
Check Email for Sales - By clicking on this button, Y.E.S.! will retrieve all orders that have been placed on your website, and list them in the left hand column. All orders retrieved from your web site will appear only once. This is to assure that you do not retrieve and process duplicate orders.
NOTE: All internet orders are deleted from your email server once they have been processed. Therefore, if you wish to have a copy of the original email for archive or hard-copy purposes, you will need to set up your email client software (such as Microsoft Outlook or Outlook Express) to check the same email account as you have configured for your internet orders. You will also need to configure your email client software to "leave messages on server". You will have to check your email for new orders using your email client software BEFORE clicking on "Check Email for Sales" within Y.E.S.!. For this method to work successfully, you should disable "Automatic Down Load of Internet Orders."
When you click on "Check Email for Sales" you should see the following two messages displaying the progress of the order retrieval process.
This message indicates that Y.E.S.! is logging into your email server.
This messages indicates that Y.E.S.! is receiving a new order.
NOTE: For this function to work properly without interfering with your regular Email, it is strongly recommended that you have a separate Email account set up for the use of your Internet sales only. Most hosting services and Internet Service Providers (ISP's) provide you with more than one E-Mail address..