Order Entry

[David Shere]

Is there a guide somewhere for end users that shows how to manage
orders, create, pay, ship, etc.?   I am playing with it now and seem to
be running into many "nope, sorry, you can't do that" problems.  I must
be doing something wrong.  These are my questions at the moment:

How do I mark an order as paid?  (an order that's been shipped and the
customer invoiced)

How do I receive payment for a COD order?

How do I mark an order as paid with a check?  (an order where the
customer is giving me the check at the time of sale, i.e. not an
invoiced order)

How do I create and order that is paid for with cash (or an anonymous
buyer?)

We sell on the web, and over the phone, and at trade shows, and we have
a retail counter, and we ship COD, and we have dealers who buy during
the month and pay for it all at the end of the month.  (*whew!*)  So we
deal with pretty much every payment situation under the sun.
--
David Shere
Information Technology Services
Steele Rubber Products
www.SteeleRubber.com

[Ian McNulty]

David,

There's so much great documentation around I'm sure somebody must have
already answered those questions somewhere. Trouble is that I'm just new
to this myself and probably have less idea where to look than you.

The only contribution I can make to this project at this stage is to try
to put together a simple, end-user's, step-by-step, how-to-for-dummies
kind of guide. I'm starting by looking for people who I can 'interview'
on the basics, then work up from there.

Your questions seem basic enough. Something most end users would need to
know. But the answers are several rungs further up the ladder than where
I am now. Chapter 5, perhaps, rather than Chapter 1.

I'm already in touch with several others who are prepared to help with
the more advanced stuff later on. If you'd be willing to help get me
started on Chapter 1, I could ask them if they would be willing to help
you with Chapter 5.

If you think this might be worth doing, please let me know.

Kind regards,

Ian



David Shere wrote:

> Is there a guide somewhere for end users that shows how to manage
> orders, create, pay, ship, etc.?   I am playing with it now and seem
> to be running into many "nope, sorry, you can't do that" problems.  I
> must be doing something wrong.  These are my questions at the moment:
>
> How do I mark an order as paid?  (an order that's been shipped and the
> customer invoiced)
>
> How do I receive payment for a COD order?
>
> How do I mark an order as paid with a check?  (an order where the
> customer is giving me the check at the time of sale, i.e. not an
> invoiced order)
>
> How do I create and order that is paid for with cash (or an anonymous
> buyer?)
>
> We sell on the web, and over the phone, and at trade shows, and we
> have a retail counter, and we ship COD, and we have dealers who buy
> during the month and pay for it all at the end of the month.  
> (*whew!*)  So we deal with pretty much every payment situation under
> the sun.

--
----------------------------------------------------------------------------------------------
mcnultyMEDIA
60 Birkdale Gardens
Durham
DH1 2UL

t: [phone]
e: [hidden email]
w: www.mcnultymedia.co.uk
==============================================================================================
This communication is for the exclusive use of the intended recipient(s) named above and is confidential. Any form of distribution, copying, discussion or use of this communication, its contents, or any information contained herein without prior consent is strictly prohibited. If you receive this communication in error, please notify the sender by email or by telephone on [phone]

This email has been checked for viruses, however, we cannot accept any liability sustained as a result of software viruses and would recommend that you carry out your own virus checks before opening any attachment.
==============================================================================================

[Jacques Le Roux]

David,

There is no step by step guide but you should have a look to http://docs.ofbiz.org/pages/listpages-dirview.action?key=OFBENDUSER
thoroughly

These are mostly  trivial things to do when accustomed to backend UI.

Jacques

> Is there a guide somewhere for end users that shows how to manage
> orders, create, pay, ship, etc.?   I am playing with it now and seem to
> be running into many "nope, sorry, you can't do that" problems.  I must
> be doing something wrong.  These are my questions at the moment:
>
> How do I mark an order as paid?  (an order that's been shipped and the
> customer invoiced)
>
> How do I receive payment for a COD order?
>
> How do I mark an order as paid with a check?  (an order where the
> customer is giving me the check at the time of sale, i.e. not an
> invoiced order)
>
> How do I create and order that is paid for with cash (or an anonymous
> buyer?)
>
> We sell on the web, and over the phone, and at trade shows, and we have
> a retail counter, and we ship COD, and we have dealers who buy during
> the month and pay for it all at the end of the month.  (*whew!*)  So we
> deal with pretty much every payment situation under the sun.
> --
> David Shere
> Information Technology Services
> Steele Rubber Products
> www.SteeleRubber.com

[David Shere]

We'll be doing something like this for our customer service and shipping
staff anyway -- I don't see a reason why we wouldn't be able to
contribute it to the community either when it's done or even while it's
in production.

Ian McNulty wrote:

> David,
>
> There's so much great documentation around I'm sure somebody must have
> already answered those questions somewhere. Trouble is that I'm just new
> to this myself and probably have less idea where to look than you.
>
> The only contribution I can make to this project at this stage is to try
> to put together a simple, end-user's, step-by-step, how-to-for-dummies
> kind of guide. I'm starting by looking for people who I can 'interview'
> on the basics, then work up from there.
>
> Your questions seem basic enough. Something most end users would need to
> know. But the answers are several rungs further up the ladder than where
> I am now. Chapter 5, perhaps, rather than Chapter 1.
>
> I'm already in touch with several others who are prepared to help with
> the more advanced stuff later on. If you'd be willing to help get me
> started on Chapter 1, I could ask them if they would be willing to help
> you with Chapter 5.
>
> If you think this might be worth doing, please let me know.
>
> Kind regards,
>
> Ian
>
>
>
> David Shere wrote:
>> Is there a guide somewhere for end users that shows how to manage
>> orders, create, pay, ship, etc.?   I am playing with it now and seem
>> to be running into many "nope, sorry, you can't do that" problems.  I
>> must be doing something wrong.  These are my questions at the moment:
>>
>> How do I mark an order as paid?  (an order that's been shipped and the
>> customer invoiced)
>>
>> How do I receive payment for a COD order?
>>
>> How do I mark an order as paid with a check?  (an order where the
>> customer is giving me the check at the time of sale, i.e. not an
>> invoiced order)
>>
>> How do I create and order that is paid for with cash (or an anonymous
>> buyer?)
>>
>> We sell on the web, and over the phone, and at trade shows, and we
>> have a retail counter, and we ship COD, and we have dealers who buy
>> during the month and pay for it all at the end of the month.  
>> (*whew!*)  So we deal with pretty much every payment situation under
>> the sun.
>

--
David Shere
Information Technology Services
Steele Rubber Products
www.SteeleRubber.com

[Ian McNulty]

Great news. If you were able to do this at your company's expense then I
wouldn't have to do it at mine. Looking forward to reading whatever you
have as and when available.

David Shere wrote:

> We'll be doing something like this for our customer service and
> shipping staff anyway -- I don't see a reason why we wouldn't be able
> to contribute it to the community either when it's done or even while
> it's in production.
>
> Ian McNulty wrote:
>> David,
>>
>> There's so much great documentation around I'm sure somebody must
>> have already answered those questions somewhere. Trouble is that I'm
>> just new to this myself and probably have less idea where to look
>> than you.
>>
>> The only contribution I can make to this project at this stage is to
>> try to put together a simple, end-user's, step-by-step,
>> how-to-for-dummies kind of guide. I'm starting by looking for people
>> who I can 'interview' on the basics, then work up from there.
>>
>> Your questions seem basic enough. Something most end users would need
>> to know. But the answers are several rungs further up the ladder than
>> where I am now. Chapter 5, perhaps, rather than Chapter 1.
>>
>> I'm already in touch with several others who are prepared to help
>> with the more advanced stuff later on. If you'd be willing to help
>> get me started on Chapter 1, I could ask them if they would be
>> willing to help you with Chapter 5.
>>
>> If you think this might be worth doing, please let me know.
>>
>> Kind regards,
>>
>> Ian
>>
>>
>>
>> David Shere wrote:
>>> Is there a guide somewhere for end users that shows how to manage
>>> orders, create, pay, ship, etc.?   I am playing with it now and seem
>>> to be running into many "nope, sorry, you can't do that" problems.  
>>> I must be doing something wrong.  These are my questions at the moment:
>>>
>>> How do I mark an order as paid?  (an order that's been shipped and
>>> the customer invoiced)
>>>
>>> How do I receive payment for a COD order?
>>>
>>> How do I mark an order as paid with a check?  (an order where the
>>> customer is giving me the check at the time of sale, i.e. not an
>>> invoiced order)
>>>
>>> How do I create and order that is paid for with cash (or an
>>> anonymous buyer?)
>>>
>>> We sell on the web, and over the phone, and at trade shows, and we
>>> have a retail counter, and we ship COD, and we have dealers who buy
>>> during the month and pay for it all at the end of the month.  
>>> (*whew!*)  So we deal with pretty much every payment situation under
>>> the sun.
>>
>

--
----------------------------------------------------------------------------------------------
mcnultyMEDIA
60 Birkdale Gardens
Durham
DH1 2UL

t: [phone]
e: [hidden email]
w: www.mcnultymedia.co.uk
==============================================================================================
This communication is for the exclusive use of the intended recipient(s) named above and is confidential. Any form of distribution, copying, discussion or use of this communication, its contents, or any information contained herein without prior consent is strictly prohibited. If you receive this communication in error, please notify the sender by email or by telephone on [phone]

This email has been checked for viruses, however, we cannot accept any liability sustained as a result of software viruses and would recommend that you carry out your own virus checks before opening any attachment.
==============================================================================================

[Jacopo Cappellato]

Ian,

does this mean that, after one million of email you sent to the OFBiz
lists - both complaining and promising to help the project - you will
just seat down and get the work that others did (in silence and without
publicly complaining)?

Jacopo


Ian McNulty wrote:

> Great news. If you were able to do this at your company's expense then I
> wouldn't have to do it at mine. Looking forward to reading whatever you
> have as and when available.
>
> David Shere wrote:
>> We'll be doing something like this for our customer service and
>> shipping staff anyway -- I don't see a reason why we wouldn't be able
>> to contribute it to the community either when it's done or even while
>> it's in production.
>>
>> Ian McNulty wrote:
>>> David,
>>>
>>> There's so much great documentation around I'm sure somebody must
>>> have already answered those questions somewhere. Trouble is that I'm
>>> just new to this myself and probably have less idea where to look
>>> than you.
>>>
>>> The only contribution I can make to this project at this stage is to
>>> try to put together a simple, end-user's, step-by-step,
>>> how-to-for-dummies kind of guide. I'm starting by looking for people
>>> who I can 'interview' on the basics, then work up from there.
>>>
>>> Your questions seem basic enough. Something most end users would need
>>> to know. But the answers are several rungs further up the ladder than
>>> where I am now. Chapter 5, perhaps, rather than Chapter 1.
>>>
>>> I'm already in touch with several others who are prepared to help
>>> with the more advanced stuff later on. If you'd be willing to help
>>> get me started on Chapter 1, I could ask them if they would be
>>> willing to help you with Chapter 5.
>>>
>>> If you think this might be worth doing, please let me know.
>>>
>>> Kind regards,
>>>
>>> Ian
>>>
>>>
>>>
>>> David Shere wrote:
>>>> Is there a guide somewhere for end users that shows how to manage
>>>> orders, create, pay, ship, etc.?   I am playing with it now and seem
>>>> to be running into many "nope, sorry, you can't do that" problems.  
>>>> I must be doing something wrong.  These are my questions at the moment:
>>>>
>>>> How do I mark an order as paid?  (an order that's been shipped and
>>>> the customer invoiced)
>>>>
>>>> How do I receive payment for a COD order?
>>>>
>>>> How do I mark an order as paid with a check?  (an order where the
>>>> customer is giving me the check at the time of sale, i.e. not an
>>>> invoiced order)
>>>>
>>>> How do I create and order that is paid for with cash (or an
>>>> anonymous buyer?)
>>>>
>>>> We sell on the web, and over the phone, and at trade shows, and we
>>>> have a retail counter, and we ship COD, and we have dealers who buy
>>>> during the month and pay for it all at the end of the month.  
>>>> (*whew!*)  So we deal with pretty much every payment situation under
>>>> the sun.
>>>
>>
>

[Ian McNulty]

Hey Jacopo. Thanks for drawing attention to the possibility of any
misunderstanding there.

Please read my statement again carefully.

I said IF David WAS able then I WOULD NOT have to. The logical corollary
of that is therefore that IF he is NOT able then I WOULD.

I said this clearly in as few words as possible and therefore find it
very hard to understand how there could be any justification for your
implications, your tone or your attack on my integrity and defamation of
my reputation and good name.


Jacopo Cappellato wrote:

> Ian,
>
> does this mean that, after one million of email you sent to the OFBiz
> lists - both complaining and promising to help the project - you will
> just seat down and get the work that others did (in silence and
> without publicly complaining)?
>
> Jacopo
>
>
> Ian McNulty wrote:
>> Great news. If you were able to do this at your company's expense
>> then I wouldn't have to do it at mine. Looking forward to reading
>> whatever you have as and when available.
>>
>> David Shere wrote:
>>> We'll be doing something like this for our customer service and
>>> shipping staff anyway -- I don't see a reason why we wouldn't be
>>> able to contribute it to the community either when it's done or even
>>> while it's in production.
>>>
>>> Ian McNulty wrote:
>>>> David,
>>>>
>>>> There's so much great documentation around I'm sure somebody must
>>>> have already answered those questions somewhere. Trouble is that
>>>> I'm just new to this myself and probably have less idea where to
>>>> look than you.
>>>>
>>>> The only contribution I can make to this project at this stage is
>>>> to try to put together a simple, end-user's, step-by-step,
>>>> how-to-for-dummies kind of guide. I'm starting by looking for
>>>> people who I can 'interview' on the basics, then work up from there.
>>>>
>>>> Your questions seem basic enough. Something most end users would
>>>> need to know. But the answers are several rungs further up the
>>>> ladder than where I am now. Chapter 5, perhaps, rather than Chapter 1.
>>>>
>>>> I'm already in touch with several others who are prepared to help
>>>> with the more advanced stuff later on. If you'd be willing to help
>>>> get me started on Chapter 1, I could ask them if they would be
>>>> willing to help you with Chapter 5.
>>>>
>>>> If you think this might be worth doing, please let me know.
>>>>
>>>> Kind regards,
>>>>
>>>> Ian
>>>>
>>>>
>>>>
>>>> David Shere wrote:
>>>>> Is there a guide somewhere for end users that shows how to manage
>>>>> orders, create, pay, ship, etc.?   I am playing with it now and
>>>>> seem to be running into many "nope, sorry, you can't do that"
>>>>> problems.  I must be doing something wrong.  These are my
>>>>> questions at the moment:
>>>>>
>>>>> How do I mark an order as paid?  (an order that's been shipped and
>>>>> the customer invoiced)
>>>>>
>>>>> How do I receive payment for a COD order?
>>>>>
>>>>> How do I mark an order as paid with a check?  (an order where the
>>>>> customer is giving me the check at the time of sale, i.e. not an
>>>>> invoiced order)
>>>>>
>>>>> How do I create and order that is paid for with cash (or an
>>>>> anonymous buyer?)
>>>>>
>>>>> We sell on the web, and over the phone, and at trade shows, and we
>>>>> have a retail counter, and we ship COD, and we have dealers who
>>>>> buy during the month and pay for it all at the end of the month.  
>>>>> (*whew!*)  So we deal with pretty much every payment situation
>>>>> under the sun.
>>>>
>>>
>>
>
>
>
>

--
----------------------------------------------------------------------------------------------
mcnultyMEDIA
60 Birkdale Gardens
Durham
DH1 2UL

t: [phone]
e: [hidden email]
w: www.mcnultymedia.co.uk
==============================================================================================
This communication is for the exclusive use of the intended recipient(s) named above and is confidential. Any form of distribution, copying, discussion or use of this communication, its contents, or any information contained herein without prior consent is strictly prohibited. If you receive this communication in error, please notify the sender by email or by telephone on [phone]

This email has been checked for viruses, however, we cannot accept any liability sustained as a result of software viruses and would recommend that you carry out your own virus checks before opening any attachment.
==============================================================================================