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,
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: +44 (0)191 384 4736 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 +44 (0)191 384 4736 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. ============================================================================================== |
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In reply to this post by David Shere
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 |
In reply to this post by Ian McNulty
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 |
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: +44 (0)191 384 4736 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 +44 (0)191 384 4736 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. ============================================================================================== |
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. >>> >> > |
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: +44 (0)191 384 4736 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 +44 (0)191 384 4736 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. ============================================================================================== |
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