Dydacomp's Multichannel Order Manager 6 Learning Guide

User Learning Guide
Mail Order Manager®
Version 6.0 for Windows
Dydacomp
US Users
(800) 858-3666
www.dydacomp.com
UK Users
0800 032 6559
www.dydacomp.co.uk
Copyright
The Mail Order Manager software and its documentation are protected by both United
States copyright law and international treaty provisions. You may not copy the Mail
Order Manager software or the Mail Order Manager documentation for any reason
except for archival purposes, and by express written permission from
Dydacomp Development Corporation.
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Version 6.0 for Windows

September 2007
Table of Contents
Table of Contents
Preface Introduction 1
Welcome 1
Guide Overview 1
How to Use This Guide 1
Lesson 1 Getting Acquainted With Your Computer &

Windows 3
Helpful Information for Beginners 3
Computer Hardware and Software 3
Operating Systems 4
Your Hard Disk and the Tutorial Edition CD 4
Your Computer Keyboard 4
Your Computer Mouse 5
More About Windows 5
Lesson 2 Getting Started With the Tutorial Edition 9

A Word About This Guide 9
What You Need to Run the Tutorial Edition 9
How to Install the Tutorial Edition 10
Using the Tutorial Edition after Installation 10
M.O.M. User Learning Guide I

Table of Contents
You’re Ready to Go! 11
Lesson 3 Traditional Order Entry and Review 13

Order Entry Example —An E-Mail Order 13
Order Entry Example —An Order Inquiry 27
Order Entry Example —A Gift Order 38
Order Entry Example— A B-to-B Order 48
Order Review Example —Return and Exchange 54
Order Review Example —Order Inquiry 58
Lesson 4 eCommerce Order Import and Review 65

M.O.M. Default Import 65
Order Management Modules 67
Web Auction Management Modules 68
Lesson 5 Using Other Customer Functions 71

New Customer Entry 71
Customer Maintenance 79
Customer Accounts Receivable (A/R) 87
Completing an Outbound Telemarketing Call 91
Lesson 6 Processing Orders 97

The Order Status Report 97
II M.O.M. User Learning Guide

Table of Contents
Step 1—Electronic Payment Processing 100
Step 2—Processing Orders in Batch and Printing Paperwork 103
A Quick Look at Other Order Processing Design Options 106
Manager’s Authorization Settings 108
Lesson 7 Setting Up A Stock Item 111

Setting Up the New Stock Code 111
Setting Up General Information for the Item 115
Setting Up Inventory Information 117
Setting Up Supplier and Purchasing Information 119
Setting Up Selling Prices 123
Setting Up a Product Specific Customer Notice 127
Setting Up Special Order Entry Operator Information 128
Setting up the Auction Tab 129
Setting up the eComM Tab 131
For More Practice on Your Own 133
Lesson 8 Using the Purchasing Functions 135

Low Level Reporting 135
Recording Product Order 137
Generating Purchase Orders 139
M.O.M. User Learning Guide III

Table of Contents
Reviewing Purchase Orders 139
Printing Purchase Orders 142
Receiving Items from the Supplier 143
Paying Suppliers 147
Lesson 9 Daily Accounting Activities 151

The Sales Listing Report 151
The Bank Deposit Report 152
Exploring the Connection to Your Accounting System 154
Lesson 10 Creating a Mailing List 157

The List Query—Asking the Question 157
Working with the List 165
Importing Prospective Customers 171
Other Features to Look at in the List Management Module 174
Lesson 11 Management Tools and Reports 175

Manager’s Dashboard 175
Performance Analysis Reports 176
Profit by Product Report 177
Lost Sales 178
Product Purchasing Forecast 179
IV M.O.M. User Learning Guide

Table of Contents
Lesson 12 Other Features To Try On Your Own 183

Important—The Last Word 185
M.O.M. User Learning Guide V

Table of Contents
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VI M.O.M. User Learning Guide

Preface Introduction
Preface
Introduction
Welcome
Here at Dydacomp, we believe that the only effective way to learn or
evaluate a software package as powerful as Mail Order Manager
(M.O.M.) is to try it yourself. That’s why we’ve created the M.O.M.
Tutorial Edition and the User Learning Guide. We’re confident that
after just a short period of use, you’ll agree that M.O.M. is the most
sophisticated, easy-to-use order management software package
available for your business.
Guide Overview
This guide represents only a small portion of M.O.M.’s most important
and most commonly used functions. It is, by no means, a complete
representation of all the functions, features, and power of M.O.M.
How to Use This Guide

This guide is intended for use with the M.O.M. Tutorial Edition. The
design of this guide allows you to read only the sections of interest to
you, each lesson is “standalone” and does not require the previous
lesson to be completed. The guide is divided into twelve chapters.
Lesson 1 is designed to help those who have never used a computer

before. It covers some of the basic terms and concepts associated with
your computer and Windows. If you feel comfortable with computers,
you can skip over Lesson 1 and begin with Lesson 2.
Lesson 2 provides instructions for the installation of the Tutorial

Edition.
Lessons 3–11 provide guided exercises for the most important and
frequently used functions in M.O.M. Each chapter is self-contained and
much like a newspaper, you should feel free to skip around instead of
M.O.M. User Learning Guide 1

How to Use This Guide
reading cover to cover.
Lesson 12 is the concluding chapter and provides some important

extra information that will be interesting and helpful.
That’s all you need to know to use the Learning Guide—have fun!
2 M.O.M. User Learning Guide

Lesson 1 Getting Acquainted With Your Computer & Windows
Lesson 1
Getting Acquainted With Your Computer & Windows

Helpful Information for Beginners
If you are a computer novice, read this chapter carefully before using
the M.O.M. Tutorial Edition. Don’t worry, you don’t have to be a
computer genius to use this system! It’s easy. You will have fun, and
you will learn about your computer. If you have used Windows
computer software already, you might want to skip to Lesson 2,
Getting Started With the Tutorial Edition.
Since you are intimately acquainted with your business, your needs,
and your wish list, you will immediately recognize that M.O.M. is the
most powerful, complete, and flexible solution to benefit all aspects of
your business. In fact, you’ll probably be so excited that you’ll wish
you owned it already. Just remember, don’t be intimidated by your
computer. We are always here to help you if you encounter any
difficulties or have any questions. Just call us at 1-800-858-3666 or
1-973-237-9415.
Computer Hardware and Software

Computer hardware is thought of as printers, the computer itself, the
monitor, the keyboard, and the mouse. The most important part of the
computer is the Central Processing Unit (CPU) where all of the
“thinking” happens. Hardware cannot do very much by itself. It must
be given life with computer programs known as software. M.O.M. is a
very sophisticated software package that is easy to use or “user
friendly” in the jargon of computer users. All editions of M.O.M. use
data files in XBASE file format—the most widely used data storage
standard for PCs.

Operating Systems
Operating Systems
At the basic level, your computer must have an operating system. An
operating system is also a software program. It keeps things organized
inside of your computer’s CPU and on the computer’s hard disk. Most
PCs today use one or more of the following types of operating
systems:
Windows 2000®
Windows XP®
Windows Vista®
With any of these operating systems, you are able to interact with your
computer and Mail Order Manager.
Your Hard Disk and the Tutorial Edition CD

Your computer stores programs and information on a delicate piece of
magnetic media known as a hard drive. Programs that you buy for
your computer usually come on CD-ROM (CD stands for Compact
Disc. ROM stands for Read Only Memory) which is a type of disk that
can store lots of information. Because M.O.M. is a big program, it
cannot be downloaded instead we have sent you your M.O.M. Tutorial
Edition on CD-ROM. Follow the easy installation instructions provided
in the next chapter, and the files and programs on our CD-ROM will be
stored on your hard drive where all of M.O.M.’s power can be
unleashed and used at your command!
Your Computer Keyboard

There are many special keys on your computer keyboard, some of
which are used in M.O.M. to do special jobs. Here’s a quick overview
of some important keys.
The Ñ key is at the right of your keyboard. Some people think of

it as the Return Key.
The arrow keys, ¢, £, ¤, and ¥ are located on the right hand side
of your keyboard. They help you move the cursor (the blinking
thing on your screen that lets you know what field you are in).
The Î key located on the left hand side of your keyboard, moves
your cursor from one entry field to the next.
The Ë key is used in conjunction with the underlined letters (also
known as “hot-keys”) on buttons and menu options. Hot-keys serve
as an alternate method of “pressing” or selecting a button or menu
option on a screen.

Finally, you should be familiar with two of the function keys on

your keyboard— ¿ and À. ¿ is the Help key and À is the
Lookup key in M.O.M.
Don’t worry about memorizing any of these keys now. You’ll find out
all about them as you work your way through the rest of this guide.
Your Computer Mouse

In addition to your keyboard, M.O.M. also gives you lots of navigation
control with your mouse. You can move your cursor around the
screens, select menu options, and “click” on buttons to accomplish
almost everything that you can do with your keyboard.
Of course, you don’t need to use your mouse in M.O.M. if you don’t
want to. In fact, all of the screens are designed to use only your
keyboard if you like. But, if you’re “mouse-proficient,” click away!
By the way, “click” in this Learning Guide always refers to a single

click with the left-button on your mouse unless otherwise noted!
More About Windows

If you’ve used Windows before, everything about M.O.M. will already
seem very familiar. The menu design and the way that you navigate
and perform functions in M.O.M. are all modeled on standard
Windows design conventions. Even the Help System is just like every
other help system for Windows.
Two Types of Menus

There are two types of menus in M.O.M. for Windows.
Main Menu
Menu Bar - on the top of your screen with the words File, Edit,
Customer, Order, etc.
Tool Bar - right below the Menu Bar with the colorful picture
buttons.

More About Windows
The Menu Bar contains all of the options and functions in the M.O.M.
system. The Tool Bar is a subset of the Menu Bar and contains only
those options that you use most often.
Using the Menu Bar and the Pull-Down Menus

The Menu Bar runs horizontally across the very top of your screen and
contains the options: File, Edit, Customer, Order, Product,
Maintain, Reports, Accounting, Options, and Help. Each option
contains a pull-down menu with all of the functions relating to that
option.
Pull-Down Menu
There are two ways to select a Menu Bar Option:
Using Your Mouse

Use your mouse and click on the option on the Menu Bar to display
the pull-down menu. To select an option on the pull-down menu,
click on that option.
Using Your Keyboard

Throughout the M.O.M. system, every menu option, push-button, and
other graphical selection always has a corresponding keyboard “hot-
key” letter. You can easily recognize the hot-key letter because it is
underlined in the option name. For instance, in the Menu Bar option
Product, the “P” is the hot-key. To use the hot-key, press and hold Ë
on your keyboard and press the appropriate hot-key for that option.
Using the Tool Bar

The Tool Bar runs horizontally across the top of your screen
underneath the Menu Bar and contains picture buttons corresponding
to options on the Menu Bar. Not every screen in M.O.M. has a Tool
Bar, and in most cases the Tool Bar is provided only as a way to
quickly access those options that you use most often. To use a Tool
Bar button, just click on the button.

Help
M.O.M. for Windows includes extensive help that you can access
quickly and easily when you need detailed information on a feature.
Help for Buttons

If you want to know what a button does before you use it, drag your
mouse pointer slowly over the button to display the tool-tip help
explanation of that button’s use.
Main Menu
Help for Screens

Detailed help is available on any screen when you click on the Help
Button (shown to the left) on the Tool Bar, select Help on the Menu
Bar or press ¿ on the screen. To help you find related information,
the Help screens in M.O.M. contain “hypertext” links (cross references)
to other related Help topics. To “jump” to another topic, click on any
blue text to see details on that topic.

More About Windows

Lesson 2 Getting Started With the Tutorial Edition
Lesson 2
Getting Started With the Tutorial Edition

The M.O.M. for Windows Tutorial Edition is an actual working copy of
the M.O.M. software. In fact, the only difference between this Tutorial
and a real M.O.M. for Windows system is that the Tutorial Edition
comes with its own set of sample data, including inventory, customers,
suppliers, and orders. The sample company in the Tutorial sells
sporting goods. This Learning Guide provides example exercises that
guide you through some of the major functions of M.O.M.
A Word About This Guide

When you are using Windows, there’s usually more than one way of
doing things on your screen. Sometimes you use your mouse to “click”
on a button or select a menu choice, and sometimes you use your
keyboard to “key” information into your computer.
To help you quickly identify how you should do something, look for
these symbols throughout this guide.
Indicates that you should use your mouse.

Indicates that you should type or key the information with your
keyboard.
What You Need to Run the Tutorial Edition

The M.O.M. for Windows Tutorial Edition requires a standard PC
hardware/operating system, including the following:
Pentium or equivalent processor with Windows 2000, XP, or Vista.

256 MB RAM Suggested, 512 MB RAM Recommended.
Hard Disk Drive with at least 250 MB of available space.
æ Note: Windows Vista users should disable the User Acces Control
Feature when installing and using the Mail Order Manager Tutorial
Edition.

How to Install the Tutorial Edition
How to Install the Tutorial Edition

M.O.M. for Windows Tutorial Edition installs just like any other
Windows program. Follow the instructions below carefully.
Installation
1. Insert the M.O.M. Tutorial Edition CD-ROM into your CD-ROM
Drive.
2. If the Mail Order Manager Tutorial Edition Installation screen is
automatically displayed, continue with Step 5 below.
3. If the Mail Order Manager Tutorial Edition Installation screen is not
automatically displayed,
Click on: Start
Run
4. At the Open prompt, type d:\tutorial\setup, where d is the letter
representing your CD-ROM drive and press Ñ.
5. Follow the instructions on the M.O.M. Tutorial Setup screen. The
installation program uses a default directory (WMOMDEMO6) and
default group (Mail Order Manager Tutorial).
Using the Tutorial Edition after Installation

Once the software is installed, you can run it whenever you wish by
clicking on the icons in your start menu.
Running the Tutorial

To start the Tutorial and display the main M.O.M. screen,
Click on: Start

Programs
Mail Order Manager Tutorial
Start Tutorial
Resetting the Tutorial

The M.O.M. Working Tutorial Edition is designed to be used in
conjunction with Chapters 3–11 of this Learning Guide. It requires that
you enter information and actually “use” the M.O.M. screens and
menus. If more than one person wants to go through the Tutorial with
the Learning Guide or you want to go through the Tutorial more than
once, simply reset the Tutorial so that you can start from the beginning
of the Learning Guide.

Lesson 2 Getting Started With the Tutorial Edition
To clear out all of the information you entered in the Tutorial and start
over.
Click on: Start

Programs
Reset Tutorial
Printing a Copy of this Guide

If you want to print a copy of this Learning Guide,
Click on: Start

Programs
Documentation
User Learning Guide
æ Note: This option uses Adobe Acrobat and you must have this
program installed on your workstation.
Uninstalling the Tutorial

If you want to remove the M.O.M. Tutorial from your computer,
Click on: Start

Programs
Uninstall Tutorial
As Many Tutorials as You Need!

There’s no limit to the number of tutorials that can be installed from
your Tutorial Edition CD-ROM, so feel free to give it to anyone else
who may also have an interest in exploring M.O.M.
You’re Ready to Go!

Follow the instructions for “Running the Tutorial” on the previous
page. Once the Main M.O.M. screen is displayed, you’re ready to get
started!

You’re Ready to Go!

Lesson 3 Traditional Order Entry and Review
Lesson 3
Traditional Order Entry and Review

There are many different ways to get orders into M.O.M., to get started
we will go through entering orders the “traditional” way.
Order Entry Example —An E-Mail Order

With a click of the mouse, you’ve received an e-mail for an order from
a new customer who received your catalog in a recent mailing.
Here’s the order that you need to enter:
First, we need to see if Mr. Raymond is already in our customer

database.
On the Menu Bar,
Click on: Customer

Look-up or Add New
Or, on the Tool Bar,

Click on:
The customer lookup screen is displayed.
Looking up
Customer by
Last Name
Let’s look him up using his last name.
Type RAYMOND in the Last name field and press Ñ.
æ look-up.
Note: The M.O.M. Tutorial is set up to start with Last Name in the
The sequence of look-up fields can be changed by you in
the Maintain > System Information > Global Parameters
option. Try that out later on your own.
Well, it looks like Mr. Raymond is a new customer, because M.O.M. did
not find a match and the Add New button is active. Let’s add Mr.
Raymond as a new customer. Press Ñ to display the customer
information screen.

The Customer
Information
Screen
Notice that Mr. Raymond’s last name has been changed to proper
upper/lower case format with an initial capital R. That’s M.O.M.’s
“Initial Caps” preference at work. In the Tutorial, we have it enabled to
show you how it works, but M.O.M. lets you turn it off if you prefer.
To the right of Name, select Mr. Raymond’s salutation (Mr.)

Type his First name, RICHARD, and press Ñ. Since we used his
Last Name for lookup, it is already filled in.
To the right of Last, select Mr. Raymond’s honorific (III).
Mr. Raymond has no company or title, so skip over these fields.

Continue by entering his street address—45 VALLEY VIEW
TERRACE. Next, enter Mr. Raymond’s ZIP code—07043—and press
Ñ.
Notice that M.O.M. automatically filled in the City and State fields for
you. That’s the built-in ZIP code database at work. When you type in a
ZIP code, the database automatically finds the corresponding city and
state for you.
Because this is an e-mail order, we don’t have a phone or fax number,

and the Country list box defaults to the United States, so the address
entry for Mr. Raymond is complete. Before we go on to enter the order
however, let’s enter a type code for our new customer. Customer Type

Codes are used in M.O.M. to differentiate customers by an attribute

that you choose such as customers who are baseball fans. Thus
allowing you to market to these customers specifically.
Click on: the box under 1st in the Type Codes section of the
General information tab. Press À to display the list of codes.
Because Mr. Raymond is a baseball fan and a student (remember
his email), select F from the list for fan.
Click on: the 2nd Type Code field, press À to display the 2nd type
code list and select ST for student. We might use this information at
some point in the future to create a target mailing of fans who like
baseball.
Mr. Raymond’s
Customer
Screen
Mr. Raymond also gave us his e-mail address. It’s

rraymond@dydacomp.com. Type that in the E-Mail field on the screen
and press Ñ.
Notice how the E-Mail field name changes to blue. It is now a link for
your e-mail software and lets you write an e-mail to Mr. Raymond just
by double-clicking on the blue field name. The Web field works the
same way, and if Mr. Raymond had his own web URL address, we
could enter it here and double-click on the field name to visit his web
site.
We’ll explore the other “tabs” (Orders, Purchases, Account, Contacts/

Addresses, etc.) in the Customer Information Screen a little later in
this Tutorial.
For now, let’s move on to enter Mr. Raymond’s actual merchandise

order.
Select New Order to display the Order Entry‘ Screen.

Order Entry
Screen
Everything you need to do to enter and review a customer’s order is

handled on this single screen. Before we enter the items for Mr.
Raymond, let’s take a quick tour of the order entry screen.
Menu Bar - at the very top of your screen is the tool bar menu with
the Edit, Order Edits, Item Edits and Help options on it.
Tool Bar Menu - under the Menu Bar is the Tool Bar with its
picture buttons. Notice that there are two sets of buttons. The left
set of buttons are the Order Edits. These affect the entire order. On
the right side are the Item Edits. These affect only a specifically
chosen line item. Drag your mouse slowly over the buttons to
display the tool-tip help for each button. In between the two sets of
edit buttons is the Status Indicator. The Indicator tells you what has
happened to the order — invoiced, awaiting shipment, shipped, etc.
Line Item Grid - in the center of the screen is the grid (just like a
lined piece of paper) where you enter the items. Incidentally, you
can expand the order entry screen to view most of the items. Try it
now.
Move your mouse to the lower right hand corner of the order entry
screen, when your mouse cursor changes to this symbol:

, click and drag the screen to the desired size.
Information “Tabs” - on the bottom of the screen are the seven

information tabs - Addresses, Multi-Ship/Gift Info, Sales
Information, Instructions/Notes, Line Item Detail, Packaging
and Order Total.
Now that you’ve familiarized yourself with the screen, let’s enter the
sales information for this order. Press and hold Ë and then press the
letter L on your keyboard to display the Sales Information tab.
Sales
Information
Tab
We’ll start by entering the Source Key and Order Type for the order.
The Source Key is a code that identifies the advertising medium that
we used to get Mr. Raymond our catalog. It’s important for us to enter
this information because our advertising manager wants to know
where most orders are coming from. We rented a list of names from a
sports magazine and mailed our Catalog #19 to the list. Mr. Raymond
wrote to us with our Source Code in his e-mail. The code is SI-06-
10M. Because M.O.M. lets you look up using only part of the code,
we’ll enter just the SI.

In the Source Key field, type SI and press Ñ to display a list of

matches.
Looking Up A
Source Key
Using Part of
the Code
It displays in the list, highlight the Source Key SI-06-10M and press
Ñ to select it and return to the Sales Information Tab. Notice that
M.O.M. has automatically completed the Catalog Code for you and
also filled in the Order Memo with a default message to be printed on
Mr. Raymond’s invoice. In M.O.M., you can “tie together” Catalog Code
with Source Key as well as a special sales message to be printed in the
Order Memo.
We don’t need to enter a Sales ID, but we do want to enter the Order
Type. This is an e-mail order, so type E in the order type field and
press Ñ to display a list of matches. Select E-Mail Orders.
Now we’re ready to enter the items requested by Mr. Raymond.
Click on Item No. 1 in the Line Item Grid. Notice how the Line Item
Detail information tab is automatically displayed. You could also
switch tabs by clicking on the tab itself or by using the “hot- key”
letter D on your keyboard. (Remember, to use a “hot-key,” you
press and hold Ë and press the hot-key letter.)
Enter the stock number F-POS-COM for the signed Yogi Berra
poster, and press Ñ to display the description.

The complete description of the item is displayed in the Full

Description field. Current stock amount is displayed in the Item
Status field on the Line Item Detail tab.
Entering an
Item
Now type 1 in the Qty field and press Ñ to display the status code,
the unit price and the extended price. The status code tells you if the
item is CM–committed (in-stock) or BO–back ordered (out-of-stock),
etc. All of the Status Codes are defined for you in Help. Search for
Help on “Line Item Grid - Column Definitions."
Mr. Raymond also wants three of our baseball bats. He forgot to give
us the stock code though, so we’re going to have to look it up.
For the 2nd line item on the grid, leave the Item field blank and press
À to display the Stock Item Lookup screen.
The Stock Item Lookup screen lets you find stock items using just
about any piece of information you have on an item. Since we know
that the product is a baseball bat, we’ll look it up by description.
Click on: b next to the right of the Lookup On window

Click on: Description Line 1

Selecting
Lookup for
Stock Item
And, since we know that the description contains the word “baseball,”
let’s set the Condition to Contains.
Click on: b next to the right of the Condition window
Click on: Contains

Press Î to move to the Value window, and type the word
BASEBALL. Press Ñ to display a list of matches.
List of
Matching
Items for
Lookup

It looks like the third item in the list is the one Mr. Raymond wants.
Scroll down to it using the ¢ key on your keyboard and press Ñ or
double-click on the item with your mouse to go back to the
Merchandise Screen.
Enter a quantity of 3 for the baseball bat, and press Ñ to add the
item to the order.
Okay, now we’re ready for Mr. Raymond’s last item.
We know that all of our warm-up suit stock codes begin C-WUS, and
we can use M.O.M.‘s size/color matrix to pick the exact size for Mr.
Raymond.
In the 3rd line item on the grid, type C-WUS and press Ñ to display
the list of warm-up suits in the various colors and sizes.
Selecting a
Size and Color
from the
Size/Color List
Select the Blue, Extra Large suit from the list, then enter a quantity.
In the Qty field for the Blue, Extra Large suit, type 1, press Î then
click on Add to Order.
Click on the Warm Up Suit item on the order screen, at the bottom
of the screen in red, notice that there is a special 3-or-more sale on
the suit.

To view the discounts for this item, select the item and,
Click on:
Then select the Qualified Special Pricing tab.
Viewing
Special Pricing
For A Stock Item
Too bad Mr. Raymond sent an e-mail order. If he was on the phone,
using the Size/Color Matrix screen we might be able to sell him 2 more
suits in different size and color combinations.
Mr. Raymond wanted one suit.
Click on: Close
According to his e-mail, Mr. Raymond also wanted a monogram on his

suit. This is easy!
Press £ on your keyboard to highlight Item #3, the warm-up suit, in

the line item grid.
Click on the Custom Information window at the bottom right side of
the screen.

Type: MONOGRAM WITH RR

Adding Custom
Information to
an Item
That’s Mr. Raymond’s entire order and we have everything in stock!

Now we want to total the order, select the shipping, and take care of
payment information. Press and hold Ë and press the letter T on your
keyboard to switch to the Order Total tab.
And look! Because Mr. Raymond placed an order with us using catalog
#19, we’re also shipping him a free baseball cap! This item is included
on the order as an optional order promotion based on catalog code.

Order Total
Tab
First, we need to select a method of payment for the order, which Mr.
Raymond requested as C.O.D. You can select C.O.D. using your
mouse or by pressing and holding Ë and pressing the letter O on your
keyboard.
We only accept cash for C.O.D. orders, so click on Cash

Equivalent Only.
Entering
Payment by
C.O.D.

Press and hold Ë and press the letter V on your keyboard to move the
cursor to the Ship Via field.
At the customer’s request, we will choose UPS Residential as the

shipping method.
Type UPR in the Ship Via field.
Because the optional Automatic Shipping Calculations Module is

installed, M.O.M. automatically fills in the Shipping field in the Billing
and Totals column. Also, M.O.M. includes the C.O.D. charge in the
Shipping Total. By the way, notice that M.O.M. also completed the
Taxes field for you automatically, based on Mr. Raymond’s Montclair,
NJ address. M.O.M. enables you to set up National, State, County and
Local City sales taxes for your business based on your own tax
requirements.
There’s just one more thing to do for Mr. Raymond. Since he is a first
time customer, our company policy is always to send a thank you
letter for the order. On the Tool Bar menu at the top of the screen,
Click on:
Sending a
Thank You
Letter

The Customer Notice Request screen is displayed. Select the Thank

You For Your Order letter in the pull-down list. And, since Mr.
Raymond provided his e-mail address earlier, we have two options. We
can print the letter when we process orders later or we can select to
send the letter as an e-mail. We’ll choose to print the letter and enclose
it with his order when it is packed. Click on Save at the bottom of the
screen to return to the order screen.
And now we’re finished with Mr. Raymond’s order. Click on Save
Order at the bottom of your screen (or use the S hot-key) to return to
Mr. Raymond’s Customer Information Screen. Then press Ö twice to
return to the Main M.O.M Screen. Incidentally, in M.O.M., Ö is
designed as a fast way of “closing” a screen.
Order Entry Example —An Order Inquiry

Our long-standing customer, Mr. Robert Smithson, sent us an email
requesting an order status.
This is a new email account which does not appear in the system. We
can try to look him up by name but we have a much easier option of
looking him up by his call back number. Let’s open the Customer
Lookup screen and find the customer using his phone number.

On the Menu Bar,
Click on: Customer

Look-up or Add New
Or, on the Tool Bar,
Click on:
The customer lookup screen is displayed.
Select the Phone lookup field by clicking on it with your mouse or by

scrolling through the lookup fields with Î.
Key in Mr. Smithson’s phone number—310-555-8290—to display a

list of matches. When you use search by phone number, there is
typically only one match.
Double-click on Mr. Smithson’s name in the list to display his
Customer Information screen.
æ Note: Take a look at the Alternate # field at the top of Mr.

Smithson’s customer screen. You can set M.O.M. to create this
customized lookup number using any combination of customer
information. In the Tutorial, we have it set to create the number
using the first three letters of the customer’s last name followed by
ZIP code.
Now that we found Mr. Smithson’s customer record we can make a
few updates.
Customer Record
Screen

Type in: Mr. Smithson’s new email address in the Email field.
Mr. Smithson requested a call back after 3:00 pm, we can enter this in
the Best Time to Call fields.
Type in 0300 in the time field
Select PM in the first drop down menu, and since our customer is
in Delaware you need to select EST in the Time Zone drop down
menu.
Now that we have correctly entered the current information, we need

to check the status of Mr. Smithson’s order. Select the Orders tab to
the right of the General Tab to display a list of all of Mr. Smithson’s
previous orders.
Selecting an
Order for
Review
One of Mr. Smithson’s previous orders, #96, has a backorder on it.

Position the cursor bar on Order #96 and then press Ñ to select the
order and display it on the screen.

Using the
Status Codes to
Determine
What Has Shipped
On the Line Item Grid the color coded status code letters next to each
item provide all of the information we need to help Mr. Smithson.
Let’s start with the first item in the order. The boxing shoes are set up
as a drop ship item. This means that we don’t carry the boxing shoes
in our own inventory and when someone orders it, our supplier ships
the item to them directly. The code SH tells us that the boxing shoes
have been shipped. The second item on the order is roller skates. This
is an item that we stock ourselves, and the code SH also indicates that
the item has shipped. Finally, the code BO next to the barbells
indicates that it is an item that we stock, but is currently backordered
and has not shipped yet.
We call Mr. Smithson back and explain all of this to him, and since he
is a good customer, he says he’ll wait patiently for the shoes but would
like to speed up the shipping on the barbells when we receive them.
With your mouse, select the barbell item on the order. At the bottom of
the Line Item Detail tab, use the pull-down list for Special Shipping
Via (Optional) to select UP2 for UPS 2nd day service for the barbells.
We won’t charge him any additional amount for this special service.
We also want to make this order a high priority so that it can be
expedited by our shipping department. Select the Sales Information

tab and choose High Priority in the Order Priority pull-down menu.
Changing an
Order to ‘High
Priority’
Once Mr. Smithson was assured that his current order will be
expedited, he decides to place another order with us.
Select Save Order or press Ö to return to the Customer Information

screen for Mr. Smithson. Select New Order.
The order entry screen is displayed.
Mr. Smithson wants to order a blue warm-up suit. But, he wants to be

sure that it’s easy to launder. Because you’re a smart order entry
clerk, you remember that all the warm-up suits begin with the letters
C-WUS. Let’s look up the blue warm-up suit using M.O.M.’s partial key
look-up facility.
Type C-WUS and press Ñ to display the size/color matrix for the

warm-up suits.
Looking up a
Stock Item
using the
Partial Key
Search
The blue warm-up suit is the first one in the list. We ask Mr. Smithson
what size he wants. “Small will be just fine.” Select the small suit from
the list. Let’s check to see if there’s any other information about the
warm-up suit so that we can answer Mr. Smithson’s question about
laundering.
Type: 1 in the quantity column and press Ñ, then select Add to

Order.
Click on: the item then,
Click on:

To display the Extended Information screen for the warm-up suit.

Viewing Extra
Information on
a Stock Item
There’s the answer Mr. Smithson needed, and as a result, Mr. Smithson
wants to order. Press Ö to return to order entry. Because there’s a
special “mix and match” price on the warm-up suit if you buy 3 or
more, Mr. Smithson wants to order two more suits for his teenage sons.
Enter two additional warm-up suits for Mr. Smithson—a large green
one, and a large gray one.
Because warm-up suits are all “mix and match” priced, Mr. Smithson
can order any size or color and still get the 3-or-more price of $12
each. M.O.M. will automatically discount the prices on the items when
we total the order.
Time Out—Two Pointers

Wrong Item: To delete an item, select the item in the grid and then,
Click on:
Wrong Quantity: To change a quantity, position your mouse pointer
on the Qty column and press the RIGHT (not the left) button on
your mouse. Then, enter the correct quantity.
Okay, Let’s Continue!

Mr. Smithson wants to order one box of golf balls (our SKU is E-GOL-
BAL) and he wants us to keep sending him golf balls every month.

We’ll use M.O.M.’s Club Membership feature to take care of this. Enter
this item on his order and enter a Qty of 1.
Make sure the item is selected, then select Item Edits from the Main
Menu and choose Automatically Repeat Shipment.
Automatically
Repeat
Shipment
For the item to ship every month, all we need to change is the Next
Shipment Date to one month from today to set the next date the next
item needs to ship, then select Save. By the way, any product can be
part of a Club Membership Plan.
Mr. Smithson also has a special request. He would like to order

something from us that he saw in another sporting goods catalog. It’s a
dark blue golf bag. The other company sells it for $129.50. We’re pretty
sure that we can get it for him, and we want to keep his business, so
we’ll enter a “one-shot” (or, “on the fly”) item on his order.
Leave the Item field blank and press Ñ. Enter a quantity of 1 and
then press Ñ. M.O.M. asks you if you want to enter a non-inventory
item, which is another way of saying “one-shot.”

Answer Yes and enter the Unit Price.
Type 129.50 and press Ñ to enter a custom description.

In the Custom Information window, enter the description of the
item, Dark Blue Golf Bag. Notice that the Product Type and Tax
Status windows are active. M.O.M. wants to know if your one-shot
is a service or product item, and if it’s taxable or non-taxable. This
item is a product, and it is taxable, so you don’t need to change
anything.
That’s it—the one-shot is entered, and as soon as we find the supplier,

we’ll be able to order and ship it to Mr. Smithson.
Okay, let’s enter the Source Key for the order. (If we forgot to do this,
M.O.M. would not let us Save and Exit the order without completing
this information first.)
Click on: the Sales Information tab.

Mr. Smithson is ordering from an insert he found in Sporting Unlimited
magazine from February 2006. We know which magazine and when
the magazine was published, so let’s look up the Source Key using the
ad description to find the magazine name.
On the Source Key field, press À to display the Source Key

Lookup Screen.

Looking Up a
Source Key
Just like the Stock Item Lookup screen, the Source Key Lookup Screen
lets you find source keys using just about any piece of information you
have about a catalog mailing or other advertisement. Since we know
that the insert was in Sporting Unlimited magazine, we’ll look up the
Source Key by Ad Description using the word “Unlimited.”
Click on: b next to the right of the Lookup On window

Click on: Ad Description
And, since we know that the description contains the word,
“UNLIMITED,” let’s set the Condition to Contains.
Click on: b next to the right of the Condition window

Click on: Contains
Press Î to move to the Value window, and type the word
UNLIMITED. Press Ñ to display a list of matches.
Since we already know that magazine is from February of 2006, the
Source Key we want is SU-06-02M. Select it and press Ñ.
The Catalog Code is already selected for us because our Advertising

Manager has already linked the Catalog Code to the Source key. But,
we’ve started a new telemarketing program to check on customer
satisfaction and have to assign a salesperson to Mr. Smithson to follow
up.

On Sales ID, press À for the list of salespeople.

Assigning a
Salesperson
Susan will be assigned to Mr. Smithson because he lives in the

Northeast. Select Susan from the list.
For Order Type, enter Email.
Now, let’s complete the payment and shipping information. Select the
Order Total tab.
Order
Total
Tab
Notice that M.O.M. advises us of the “Mix and Match” pricing in the
upper right-hand corner when the Order Total tab is displayed and the

Order Entry Example —A Gift Order
prices for the warm-up suits have changed to $12.00.
Okay, now for the payment information. Mr. Smithson wants to use his
MasterCard. Select Credit Card. Mr. Smithson reads you his number—
5413 5830 0000 1945 expiring in September 2012. Enter the card
number and press Ñ.
Oops—there must be a wrong digit. Select Yes to correct the number.

Mr. Smithson reads the number to us again, 5414 5830 0000 1945.
Retype the card number, or change the fourth digit from “3" to”4".
Press Ñ to enter the expiration date of September 2012. Type 09/12
in the Expiration field. Enter the Cardholder name and CID of 505.
We’ll approve the card in “batch” later in the day, so we won’t use the
“Approve Now” option which allows us to pre-authorize and/or fully
approve the card from the order entry screen.
Press and hold Ë and press the letter V on your keyboard to move to
the Ship Via field.
Type UPR for Ground Residential Service. It’s a $4.25 charge.
Now, let’s Save and Exit the fast way—press Ö twice to return to the
Customer Lookup Screen.

Mr. George Smith of Titusville, Florida has called and wants to place
graduation gift orders for his two grandsons. We’ll look up Mr. Smith
using his ZIP code.
On the Customer Lookup Screen, Select if there are any

entries on the screen, then select the Zip Code field using Î or your
mouse.

Key Mr. Smith’s ZIP code—32796, and press Ñ to display the list
of matches.
Looking Up the
Gift Giver
There’s only one customer for that ZIP code and it is our Mr. Smith.
Press Ñ to select him and then select New Order to enter his order.
Setting up the
Order as a Gift
Click on: the Addresses tab.
The pull-down menu at the top of the Addresses tab is set to “Billing
Address is same as Shipping Address.” This is a gift order so we need
to change it to “Gift Order - One or More Recipients.”

Okay, let’s start entering the gift order. Mr. Smith wants to send each
grandson a $100 gift certificate and a baseball bat. Enter the first item,
our GIFTCERT100 with a quantity of 1 and press Ñ. M.O.M.
displays a special screen that lists all of the names/addresses that are
already associated with the order.
Looking Up Gift
Recipients
Currently, only Mr. Smith himself is listed. So, press New to select a
different name/address.
Selecting the
Gift Recipient
This screen is a list of all the names and addresses that were ever used
as gift recipients by George Smith. That’s why his two grandsons,
Gerald Beyer and Joe Smith, are already listed.

We’ll start with Gerald Beyer, so select him in the list by double
clicking or using the Select button.
Now we have to finish entering the gift certificate information for

Gerald.
Completing
Gift
Certificate
Information
The screen is already set up for the purchase of the certificate, so all
we have to do is type in the Recipient, Gerald Beyer, and a
Notation. George tells us to type “For Graduation” as the notation.
Press the Process button and M.O.M. issues the certificate number.
Press OK to continue.
Multi-Ship/Gift
Info Tab

Select the Pick Greeting button and choose the pre-written greeting
for “Congratulations” from the list by double-clicking on it.
Then, we’ll complete the gift message to include exactly what Mr.
Smith wants - “Love, Grandpa Smith”
Entering a Gift
Message for
the Shipping
Label
Finish up Gerald’s order and enter the baseball bat.
Enter E-BB-BAT with a quantity of 1. When the list of names/

addresses associated with the order is displayed, Gerald Beyer is now
on the list because we already have an item for him on the order. All
we need to do is select him. M.O.M. also saves us time by keeping the
same Gift Message for the same gift recipient.
Now for the other grandson, Joe Smith. Enter the gift certificate item
again as the third line item on the order, and the list of names/
addresses is once again displayed. Select New and select Joe from the
list.
Complete the gift certificate information as before and enter the Gift
Message for Joe. Then enter the E-BB-BAT item for Joe Smith.
We’re ready to finish our gift order. Select the Sales Information tab
to enter the Source Key and Order Type for the order.

Sales
Information
Tab
Type NY-06-01 for the Source Key and M.O.M. automatically fills in
the Catalog Code and Order Memo for you.
There’s no Sales ID on this order, but the Order Type is “Phone.”
There’s just one more thing to do before we enter the payment and
shipping charges. The grandsons are graduating together 30 days from
today. George is placing his order early, but doesn’t want it shipped
until the graduation date. We need to hold the processing of this order.
Click on:
to display the order hold controls.

Putting an
Order on Hold
Because we want to hold the order from processing, select the third
option on the menu—"Do Not Process Order Until..." Click on the
small calendar icon, and pick a date 30 days from today. Then,
Select CUSTREQ - Customer’s Request from the Reason For

Order Hold drop down menu. Select OK to continue with the
order.
Now for the Payment and Shipping Information. Select the Order
Total Tab.
Order Total
Tab

For shipping, regular ground service UPS is fine. Go ahead and enter
UPS for the shipping. When selecting UPS, we like to compare
shipping charges with other carriers. It looks as though Parcel Post is
cheaper for us, but he requested UPS as the shipping method. So, we’ll
go with UPS. Select UPS and M.O.M. automatically fills in the
Shipping field in the Billing and Totals column. The charge is $8.34.
Comparing
Shipping
Costs
George wants to use a credit card and a check for his order. He wants
to put $175 on an eCheck and the rest on a Credit Card. We’ll use the
Multi-Pay payment method to handle this.
Select the Multi-Pay button in the Payment Information area to display

the multi-pay list.

Selecting
Multi-Pay
Option
We first need to enter his check, press the eCheck button.
Enter his ABA Routing number, 071101310, enter his bank name
Finance Bank, then enter his account number,1234567890, and
choose the account type from the drop down menu, in this case it’s
a checking account. Finally enter his check number, 2174, and
enter George Smith as the account holder.
At the bottom of the screen, click on the radio button for Charge
and press Î to enter the amount of $175.
Click on: Add
The check information we just entered is displayed in the Multi-Pay

list.

Multi-Pay List
with 1st
Payment
We need to enter the credit card to cover the rest of the charges on the
order, his Visa, which is already on file from his last order with us.
Press the Credit Card payment button to display the list of cards
already on file for George. Select his Visa card and we’ll enter the
amount to charge.
Entering
Credit Card
Information
At the bottom of the screen, click on the radio button for Charge as
needed.

Order Entry Example— A B-to-B Order
Press the Add button to add the payment and complete the payment
portion of the order.
We can now save the order.

M.O.M. is used by both business-to-consumer and business-to-
business companies. In this example, we’ll show the features that are
used often by businesses selling to other businesses.
Bishoff Laboratories, Inc. in Lansing, Michigan is one of our accounts.

Today, Susan Moore, their purchasing agent, calls to place a big order
for the upcoming sports festival.
Use the Customer Lookup screen to create a list of people named

“Moore” by entering the last name only.
Because Susan is already in our customer file as a Sold-To (she’s the

chief buyer for the company), try changing the Search pull-down
menu to limit the search results to “Sold-to Addresses Only.” Once you
make this change, Susan Moore becomes the only name in the list
since she is the only one of the Moores who is in our customer file as
a Sold-to name.
Changing the
Search Menu
Now change the Search menu back to “Normal - Exclude Shipping

Addresses and Contact Names” and all of the Moores are again in the
list. In our next chapter, we’ll see how to set up customer relationships
for sold-to, billing, shipping, contacts, and more! For now, let’s select
Susan from the list.
Susan tells us that she would prefer shipping her orders using UPS
Commercial (UPC) shipping from now on. We can assign this shipping
preference by selecting the Financial tab and choosing the Preferred
Method of Shipment as UPC.
Choosing a
Preferred
Method of
Shipping
Now, we have an order to enter! So let’s select New Order to

continue. Because Susan is a Sold-to customer, M.O.M. asks for the
Bill-to address for the order. Susan is associated with two Bill-to
addresses: her husband, George and her employer, Phillip. They both
appear in the list for your selection.

Selecting a
Bill-To Address
This order is for her company, so choose Phillip Nolan at Bishoff

Laboratories, Inc.
Addresses Tab
Automatically
Set Up
Click on: the Addresses tab.
M.O.M. has automatically entered all of the addresses we need for this
order - the billing name and address, the shipping name and address,
and the sold-to name and address. M.O.M. does this using either the
previous order or by searching the customer relationships on file for
the customer who was used for the search.

And, M.O.M. lets you set up these customer relationships in advance if

you prefer. We’ll try setting up customer relationships in the next
chapter.
Time Out - Changing Addresses!

Sometimes you may have to “flip flop” the addresses on an order after
you’ve entered them. For instance, the shipping address is actually the
billing address. Nothing could be easier! Just point your mouse to the
name and address you want to change and left click and hold to “drag
& drop” it to its new spot. On our current order, try moving Phillip
Nolan, the billing address to the sold-to position. Susan Moore is
automatically moved to the billing address. Now move them back
again.
Okay, let’s continue!

Enter the first item for the order,
E-BB-BALL with a quantity of 25.

Selling Tool
Item List
Our product marketing group has set up alternative item suggestions

for the baseball. Our baseball and bat “kit” item has been suggested as
an up-sell item. (M.O.M. can also suggest alternate items for cross-sell,
substitution, and promotion.) As the order entry operator, we read Ms.
Moore the script and ask her if she’s interested.

She likes the idea and accepts the up-sell offer. Check the box under
Accept then select Close. Continue to enter the following items.
25 large blue warm-up suits (C-WUS)

50.25 yards of gymnastic rope (E-ROPE)
20 Atlas Home Gym Sets (E-ATLASHG)
Although we stock the Atlas Home Gym, we want to keep our current
supply and not ship the 20 units from our in-house inventory. We
already have the Gym set up to allow drop shipping from our supplier
to the customer. Highlight the Gym item on the item grid, and at the
bottom right of the Line Item Detail tab, change the Pick Location
from “Aisle 2 - Bin 055" to”Drop Ship from NBD."
Selecting a
Pick Location
We’re ready to move on. On the Sales Information tab, enter
Source Key - HL-FALL06

Sales ID - Mary Richardson (MR)
Order Type - Phone
Ms. Moore also requests that we print on the shipping labels for all
boxes, “For Sports Festival Storage.”

Select the Instructions/Notes tab.

Creating a
Shipping Label
Note
In the Instructions to Appear on All Box Labels, type “For Sports

Festival Storage.” Let’s also tell our shipping clerk to use a red
highlighter to make sure that this message is read by the receiving
department at Bishoff Laboratories. In the Fulfillment Instructions
area, type “Use red pen to mark special shipping label instructions.”
Select the Order Total tab to complete the order.
Select Invoice for the method of payment. Bishoff Laboratories has an

open account with us. Enter their P.O. Number - 56793.
With the shipping, the total exceeds $8000. Susan advises us that she
cannot place any order for more than $8000 without first receiving a
quotation. That’s easy for us to handle. We’ll simply turn this order into
a quotation.
On the tool bar,
Click on:

Order Review Example —Return and Exchange
to display the Quotations screen.

Turning an
Order into a
Quotation
The radio button for Save Order as Quotation is already selected for
us. And Ms. Moore does not need a printed quotation, the verbal
quote is fine. After she gets approval, Susan will call us back, and we’ll
enter the quotation number (the same as the order number) to turn the
quotation into an order.
For now, select OK on the quotations screen to save the quotation and
return to Ms. Moore’s Customer Information screen. Press Ö twice to
exit out of the Order and the Customer Record, when prompted to
Save changes to customer, choose Yes to close the record and return
to the Main M.O.M. screen.

We just received an email from a new client, Pat Anton, requesting an
exchange for an item that was damaged during shipping. Mr. Anton is
aware that according to our Return Policy he is required to obtain a
Return Merchandise Authorization number before continuing. We need
to generate the RMA number and do the exchange. With M.O.M., this
is going to be easy. There’s nothing new to learn—Order Review is
just like order entry.
On the main M.O.M. screen,

Click on:
to display the Order Lookup screen.
Looking up an
Order by Order
Number
Notice that the lookup screen for Order Lookup is the same as the
screen for Customer Lookup. The only difference is that when you
select Order Lookup, the cursor is positioned in the Order # field.
When you select Customer Lookup, the cursor is positioned in one of
the customer lookup fields.
The Order Number is 100. Key that number in the Order # field and
press Ñ to display the order.
Reviewing an
Order

Creating the RMA
Mr. Anton wants to return the 5 small football jerseys (C-FT-JR BK/S)
and exchange them for 6 medium ones (C-FT-JR BK/M). We can
generate a RMA # and setup the exchange items all in one screen.
Click On: Order Edits

Return Merchandise Authorization
Return
Merchandise
Authorization
Screen
Select the 5 small football jerseys (C-FT-JR BK/S) and in the Rtn Qty
field, enter our return quantity of 5.
In the Reason Drop Down Menu, select WRONG SIZE/COLOR.
Select the Exchange Item field and press À to bring up the product
search screen. If necessary, change the Lookup On selection to Stock
Number, the Condition to Equals and then type in C-FT and press
Ñ.
Select the medium football jerseys (C-FT-JR BK/M), M.O.M. will

automatically fill in the exchange quantity in the Qty field.
In the Information field, just make a note of our exchange:
Type: “Exchange as per Mr. Anton’s email request.”

M.O.M. will automatically keep track of the User ID who created the
RMA and the date it was entered. Since this is a voluntary exchange,
we will not enter an amount in the Shipping Refund field.
Finally, in the Expiration Date field, enter a date that is 30 days from
the RMA request date, in accordance with our RMA policy. Select the
Save button and M.O.M. will display the RMA number that you can
give to the customer. Make a note of this RMA number.
è Reports>
Hint: To retrieve your RMA number, use the RMA Report in
Inventory> RMA Report.
On the Order Entry screen, choose Save Order.
Accepting the RMA

A few days later our shipping clerk informs us that a package has
arrived with an RMA number written on it.
Click on:
to display the Order Lookup screen.
In the RMA # field, enter the RMA number that M.O.M. issued for
Mr. Anton’s order.
The Return Merchandise Authorization Screen will be displayed. Once

we verify that all of the items we were expecting are in the package,
click Process to record the return and generate the exchange
segment of the order.
Finally, save the order. The exchange items will be shipped during the
next order processing cycle.
Time Out - There’s Also Another Way to Handle a Return

You don’t have to create an RMA each time you need to accept a
return or exchange. M.O.M. allows you enter returns and exchanges
directly on an order.
Simply open an order and select the item you wish to return or

Order Review Example —Order Inquiry
exchange. Then:
Click on:
The Item Return screen will display.
Item Return
Screen
From this screen you can enter the number of items you wish to return
and select if you wish to generate exchange items as well. Once you’re
finished, the returns and exchanges will be ready for processing.

We’ve answered the phone and it’s Kathy Burkhart responding to our
FTC (Federal Trade Commission) back order notice. (M.O.M. prints
them automatically for you.) She’s been waiting a long time, and she
seems pretty upset. In fact, she thinks that she might want to cancel
the order. We need to help her quickly, and try to talk her out of
cancelling.
Let’s lookup Kathy using an incorrect spelling of her last name just to
see how M.O.M.’s sound-alike search feature can help us out.
Click on: the Last Name field (at the top of the screen)
Type: BERKHEART and press Ñ to do the lookup.

Looking Up
Customer By
Last Name
Even though her name is spelled BURKHART, M.O.M. still found her
using the incorrect spelling that “sounded” the same. Notice the name
below Kathy Burkhart is another Cathy Burkheart. Let’s deliberately
select the wrong person, Cathy Burkheart, to demonstrate another time
saving feature of M.O.M.
Customer
Information
This is the wrong customer. We need to select Kathy Burkhart. Select

Close to exit the customer record and the list that you had previously
looked up has been retained. This time, choose the correct Kathy
Burkhart from the list to display her Customer Information screen.

Select Kathy from the list and display her Customer Information
screen. Select the Purchases tab to display the list of items from
Kathy Burkhart’s orders.
Customer
Purchases Tab
Select the Only Display dropdown and select “Back Ordered Items.”
Displaying
Back Ordered
Items
The Skates - Roller Blades are backordered. Order #107 is the one we
need to review, so let’s double-click on it.

Reviewing an
Order
Kathy is tired of waiting for the back ordered skates. But look, that
World Series replica ring is in-stock (CM-committed). Maybe if we ship
that out ahead of the skates, Kathy won’t cancel. We suggest it to her,
and she likes the idea. We say goodbye to Dr. Burkhart.
Now, let’s set the order to “ship ahead.”
Click on: the Ship Ahead button.

The button is now highlighted which means that “ship ahead” is
activated.
Let’s double check to make sure that there is a package ready for
shipment.
Select the Packaging tab.

Reviewing
Shipment
Status
The Status for Box 1358 is Ready to Pack which indicates that it will
ship the next time we process orders.
Time Out - More about the Track Package button

The Track Package button on this screen is available when the
Automatic Shipping Calculations Module is installed with your system.
It enables you to obtain the latest shipment information for any
shipped package in the list by connecting to Shipping Carrier’s website
right from your M.O.M. screen.
Select View/Edit Box to view the box information. On this screen, we

can change weight, shipping method, compare shipping rates and
select package options for the box. This time, we do not have to
change any of the current box information, so select Save.

Viewing Box
Information
Now, there’s just one more thing to look at before we exit.
Come Back Later Option

This option lets you put the order “on temporary hold” to enable you
to go on to complete a new task in the system. Let’s try it.
On Kathy Burkhart’s order,
Click on: Come Back Later
Then, press Ö to exit back to the Main M.O.M. screen.
M.O.M. displays a list of the orders that have been placed “on
temporary hold.”

The List of
Orders on
Temporary
Hold
The list will “disappear” (actually it goes into the background), as soon
as you select a new option from the Menu Bar or Tool Bar. As long as
there are orders on temporary hold, the list is displayed again as a
reminder the next time you return to the main M.O.M. screen.
Okay, now let’s finish up Kathy’s order.
Double click the order on the Orders Placed on Temporary Hold

list to re-display the order on your screen. Select Save Order to
return to the Main M.O.M. screen.

Lesson 4 eCommerce Order Import and Review
Lesson 4
eCommerce Order Import and Review

As the number of direct marketers that rely on eCommerce as their
main source of orders increases exponentially, M.O.M. is with you
every step of the way, giving you access to the most popular
eCommerce channels to help you become another Internet success
story!
M.O.M. Default Import

To start, M.O.M. provides you with a simple yet adaptable Order
Import system that allows you to customize it to meet the requirements
of any standard order source. Orders can be imported with details
such as billing customer information, shipping customer information,
and payment information including credit card authorizations.
Click On:
The Order Importing Process Screen is displayed.

M.O.M. Default Import
Order Importing
Process Screen
From this screen we can choose which file to import, the date to
assign to each order, and a predefined import profile from the View/
Modify Saved Settings drop down menu.
è This
Hint: In Lesson 12, we’ll take a look at the Import Export Wizard.
feature allows to create custom import profiles, enabling you
to import almost any file type into M.O.M.!
Since our import file is already selected, you can simply click Process
to begin the import sequence.
Order Import
In Progress
Screen

The Order Import Progress Screen is displayed. On this screen you can
click Preview to view the contents of the import file or Process to
import the orders in the file.
Order Management Modules

The Order Management Modules are integration solutions that give
you the ability to sell your products on the most popular eCommerce
platforms. These modules allow you to publish products, synchronize
inventory, download orders, and publish order and shipping
confirmation when the orders are processed, all while recording
customer information for future marketing purposes.
As an example we are going to use the Amazon Order Management

Module to download our orders from our Amazon Pro Merchant
account.
Click On:
This will display the eCommerce Manager’s Station.
eCommerce
Manager’s
Station
From this screen we can see a list of our Amazon “Feeds” along with
our other Order Management Modules. We can then rearrange our
feeds according to your order processing design and also set them up
to automatically process.
For now, we’ll just download our new orders.

Web Auction Management Modules
Click On: Amazon- Download New Orders, then select Process

One.
We can then upload the Amazon Order Acknowledgement Feed to

have M.O.M. inform the Amazon server that the orders have been
received and will be processed.
Click On: Amazon- Upload Order Acknowledgement, then select

Process One.
Try On Your Own

When we look at Setting Up A Stock Item in Lesson 7, you will see how
to publish item descriptions and images through the Direct Feeds. For
now, try running through the rest of the feeds individually or use the
Process Batch button to run through each.

The Web Auction Management Modules is the M.O.M. interface to
eBay Online Auctions and eBay stores. Using eBay’s Blackthorne Pro
or Seller’s Assistant Pro as the intermediary, you can publish items and
retrieve orders, synchronize inventory, and publish shipping
information.
If you have Blackthorne Pro or Seller’s Assistant Pro try publishing to a

backup database. You will need to setup M.O.M. to connect to your
database.
è Hint: This process will work with an actual copy of Blackthorne Pro
or Seller’s Assistant Pro.
Click On: Options

Web Auction Management Module
eBay Management Tools

Then click the Settings button.

eBay Management
Settings
Click the and browse to your eBay software database. Select

Save.
The eBay Management Tools screen is displayed.

eBay Management
Tools
From this screen you can publish item and order information while
synchronizing your inventory.When we look at Setting Up A Stock Item
in Lesson 7, you will see how to publish item descriptions and images
to your eBay software.


Lesson 5 Using Other Customer Functions
Lesson 5
Using Other Customer Functions

In an order taking company, order entry is definitely the “main event.”
Now that you’ve seen how M.O.M. expertly handles this part of your
business, let’s explore some of the other customer functions in the
system.
New Customer Entry

Sometimes a new customer writes or calls for information from you
without actually placing an order. Typically, you receive these types of
inquiries as responses from an ad inviting the reader to “Send for a
Free Catalog” or “Send $15 for a Catalog and take $15 off your first
Order.”
Today’s mail is just in and there’s a whole batch of prospective

customers that need to be entered into the system. Here’s the first one:
Our prospect is: Sally Underwood

4782 Salem Blvd.
Hoboken, NJ 07030
Phone: 201-555-1212 Fax: 201-555-1213
Her e-mail address is: sunderwood@dydacomp.com
She indicated that she qualifies for our senior citizen
discount and is a high school basketball coach.
She writes asking for our newest catalog. She saw our ad in a back
issue of Sports Illustrations magazine, October 2006.
Let’s check to see if she is already in our customer database.
Click on:
to display the Customer/Order Lookup screen.

New Customer Entry
Type: UNDERWOOD in the Last name field and press Ñ.

Adding a New
Customer
The Add New button is highlighted indicating that Sally is not in our
customer database. Press Ñ to enter the rest of her customer
information.
Type in the rest of Sally’s address information in the top portion of

the screen.
Completed
Customer
Information
Select the General tab and we’ll enter a customer Type Code for Sally
and assign a salesperson. We’ll also enter her e-mail address since she
gave that to us.

Click on: the 1st customer Type Code in the General tab.
Type P (Physical Education Instructor) in the first character field of
the customer type codes and in the 2nd customer Type Code, type
SN (Senior Citizen).
Press Î three times to position the cursor on Sales ID.
We want to assign a salesperson to Sally. Press À to display a list of
salespersons. Select Susan (she handles all of the Northeast).
Finally, since Sally provided her e-mail address, press Î three times
to move to the E-mail field and type in Sally’s e-mail address. She
wrote it in the letter that she sent to us. It’s
sunderwood@dydacomp.com.
Sally also indicated that she does not want us to give her name to
other catalog companies. Check the box for Do Not Rent.
Now we’re ready to enter the contact information. Select New

Contact (the button with the phone and envelope on it) to display the
Contact Entry screen for Sally.
Entering
Contact Info
This screen handles all of the customer contact functions for your
business. The Written Contact tab lets you send a catalog, customer
notice, e-mail or fax. The Phone Contact tab is part of the optional
Contact Management Module for M.O.M., and enables you to record
and schedule all the phone conversations with your customer.

New Customer Entry
We need to send Sally a catalog. Let’s start by entering her Source Key
for the contact. Remember, she saw our ad for a catalog in Sports
Illustrations magazine. We don’t know the Source Key, so we’ll look it
up using the description of the ad.
On the Contact Source Key field press À to display the Source Key
Lookup screen.
Time Out—Customized Lookup Screens Just For You

One of the neat features of M.O.M. is that the lookup screens
throughout the system stay the same for each user. In other words, if
you always want to look up stock items by Supplier ID, your lookup
screen for items remains set your way until you change it. But, if
somebody else in your company wants to look up items by
description, their stock item lookup screen remains set their way until
they change it.
If you looked up the source key in an Order Entry Example in the last
chapter using the ad description, it may be saved for you. If so, all you
would have to do now is change the word in the Value window from
UNLIMITED to SPORTS.
Type the word SPORTS in the Value window and press Ñ to

display a list of matches.
Looking Up a
Contact Source
Key
The Source Key we want is the last one in the list—the October 2006
issue. Select it and press Ñ to return to the Contact Entry screen.

Sally sent us $15.00 for the catalog, so we need to credit her for this
amount when she places her first order. Select the Promotional
Credit field with your mouse and enter $15.00.
Written Contact
If it is not already displayed, select the Written Contact tab. This tab
screen contains all of the information about what we mail the
customer. In the Contact Name field, Sally Underwood is already
displayed. If Sally had other family members or other addresses or
contacts that she wanted us to have on file, we could select or add
them here.
Print a Catalog Mailing Label—we need to print a label for the

catalog that we are sending her. “Check” the box and move the cursor
to the Do Not Mail Until field. If we wanted to “hold” the mailing of
the catalog until a certain date, we could enter a date in this field. We
want Sally’s catalog to go out with the next run of Order Processing, so
we’re not going to enter a date. Press Î to move the cursor to the
Catalog to Send pull-down list menu.
Click on: b to the right of the pull-down menu (or press the space
bar) to display the catalog codes.
Sending a
Catalog
Select Catalog 14—Fall Sporting Items Preseason.

New Customer Entry
We also want to send Sally a letter with her catalog thanking her for
her interest. Press Î to move the cursor to the Notice to Send pull-
down list menu.
Click on:b to the right of the pull-down menu (or press the space
bar) to display the notice codes.
Sending a
Notice
Scroll down in the list and select letter P—New Prospect. If we

wanted to add or change something in the letter, we could press the
Customize button to open the letter on the screen. We don’t need to
customize this time, so now we need to decide how we want to send
the notice to Sally.
The Send Options give you three choices. You can print the notices
in the Order Processing function (we’ll use that in our next chapter), or
you can send notices via e-mail and/or fax too, provided that you have
a Microsoft e-mail program installed or access to an SMTP (Simple Mail
Transfer Protocol) Server; a computer that sends and receives emails
for all users on your network.
In Sally’s case, we’re going to select the Print to Printer option (it’s
already defaulted) because we want to mail the notice along with
Sally’s catalog.
æ Note: Ordinarily when someone requests a catalog or when we send

them a notice, we would be finished with contact entry and we
would select Save to exit. To demonstrate how the optional

Contact Management Module is used however, the following “extra”

tasks have been added to this contact entry exercise.
Phone Contact
As a part of our “Welcome Plan” for potential new customers, we call
new prospects to make sure they received our catalog and to find out
if there’s anything we can do for them. So, we need to schedule a call
for Sally Underwood.
Select the Phone Contact tab.
Click on: Scheduled for
Key a date two weeks from today or use the to display a

calendar.
We need to assign the call to one of our telemarketers. Susan Jones is

Sally’s assigned salesperson and her name is already displayed in the
By window, so Susan will be assigned the call.
The next thing we’ll do is assign the Script Code for Susan to use when
she calls Sally. Press Î to move the cursor to the Code pull-down list
menu.
Click on: b to the right of the pull-down menu (or press the space
bar) to display the script codes.
Assigning a
Telemarketing
Script for a
Future Call

New Customer Entry
Select the NP—New Prospect script.
The last thing we need to do is to write a brief summary of the call that
Susan Jones, our telemarketer, is going to make.
Click on: the blank Call Log field.

Type: Welcome Call for New Prospect
Okay, we’ve completed our New Contact entry assignment. Select

Save to return to the Customer Information Screen.
Before we go on to our next exercise, let’s just check to see that our
contacts with Sally have been recorded.
Click on: the Contact Hist. tab to change tabs.

Viewing
Contact
History
This tab shows all of Sally’s contact history, both future and previous
calls and requests. This list can be filtered for the type of contact and
the completed or scheduled date, notice the call scheduled for Susan
Jones that you entered. The request for Catalog 14 and the customer
notice that you entered are also on the list. Each entry on the list can
be selected and reviewed too. So, when Susan, our telemarketer,
makes her calls on the scheduled date, she’ll use this list to select and
place the call to Sally.
To return to the Main M.O.M. Screen, press Ö twice.

Customer Maintenance
Periodically, you may have to change some customer information. You
can do this anytime that the Customer Information Screen is displayed.
In this example, we’re going to look up a customer and update some

information, including:
mailing address
demographic information
terms for open billing
viewing previous purchases
adding an alternate shipping address
Carl Smith formerly at 3426 Broadway in New Orleans, LA, has moved
to a new address. He was nice enough to send us an e-mail.
Let’s use the Customer Lookup screen to search for Carl using his Zip
Code—70128.
Click on: Zip Code

Type: 70128 and press Ñ to search for matches.
There are 2 matches, but only 1 Carl Smith displayed, we’re pretty sure
that it’s the Carl that we want, but let’s check to see whether he’s
placed an order or is just a prospective customer. Carl told us in his e-
mail that he has ordered before. We’ll change the “Third Column” view
on the list to Customer Status. (It currently shows Company Name.)
Click on: b next to the right of the window over the third column to
display the pull-down menu.

Changing the
“Third Column”
View in a List
Click on: Customer Status
Now the third column shows Carl Smith’s status of O for Ordering
Customer. Yes, he has ordered before. This is the right Mr. Smith.
Click on: Select (at the top right of the screen) to display the
Customer Information screen for Carl.
Displaying
Selected
Customer

Changing an Address
Let’s change his street address. Move to the first address line and enter
Carl’s new address: 1429 St. Charles Ave. He’s still in the same city, so
that’s all we have to do.
Validating an Address
Since this is a new address that we will be shipping to, we should use
the Address Correction and Validation Module to verify that the
address Carl gave us is correct.
The Address Correction and Validation Module utilizes the United

States Postal Service address database to verify that a given address
exists and rewrites the address to conform to postal standards. With
ACVM in your M.O.M. system you can prevent:
Shipping carrier surcharges for Address Validation

Unnecessary delays in shipments
Lost or undeliverable shipments
Frustrated customers awaiting order delivery
To verify Carl’s address,
Click On:
An Exact Match message would display, verifying that the address
exists in the specified city and state. In the actual Mail Order Manager
System, all customers within the US can be validated, M.O.M. will also
display the range of suite or apartment numbers within a given
location.
æ Note: The Address Validation functionality is being emulated for this

scenario only, contact Dydacomp Sales at (800) 858-3666 for a live
demonstration.
Updating Demographics
Carl also indicated in his e-mail that his clothing size has changed.
“Thanks to all of the sports equipment I’ve purchased from you, I now
have a smaller waist size.” Select the Demographic tab to display the
list of “pages” of our customized demographics screens.

Demographic
Tab
æ Maintain
Note: By the way, the demographics screens are created using the
Demographics function in the optional List Management
Module. You can explore this function on your own after you’ve
completed the Tutorial.
Double click on Page 1—Personal Information from the list to

display that page on your screen.
Sample
Demographic
Screen
Click on: Waist Size

Change the size from 40 to 38 and select Close to return to the
Customer Information Screen.

Viewing Sales Statistics

Let’s take a look at how valuable Carl’s business has been over time.
On his Customer Information Screen, select the Sales Statistics tab.
Viewing
Customer Sales
Statistics
Click on the From radio button.

Type in: 01/01/2006 to 12/31/2006
Click on Generate Graph.
Extending Terms to a Customer

Carl has been a good customer, and we’re going to open an account
for him with 15 day terms for open billing. On his Customer
Information Screen, select the Financial tab to display his financial
information.

Financial
Information
We need to extend to Carl a starting credit limit of $500.
In the Credit Limit field, type 500 and press Ñ.
Our standard terms are Net 30, but Carl is going to get 15.
In the Terms Net field, type 15.
Viewing Previous Purchases

Before we leave Carl, we’re curious about what equipment he’s
purchased from us, since he told us about his success losing weight.
Maybe we can use his note as a testimonial. Select the Purchases tab
to view the list of items that he has previously purchased.

Viewing
Previous
Purchases
We know that home gym set helped Carl bring his waist size down.
We’ll remember to tell our catalog production team about Carl and his
endorsement of our products.
Applying a Special Price for a Customer

In order to give Carl an incentive for an endorsement, let’s give him a
special discount for an item that he will most likely be interested in.
Since he has ordered a few Warm Up Suits in the past, we can give
him a discount for a Blue Medium Suit.
è such
Hint: M.O.M. gives Managerial Staff the option to restrict abilities
as the ability to give discounts as shown in this example. Users
can either be restricted from giving discounts or require a Manager’s
Approval before proceeding.
Click on the Special Pricing tab.

Click on New, then click on the Stock # field and press À.
In the value field, type in C-WUS, then press Ñ.
Select BL/M.
In the Unit Price field enter 14.95 with a discount of 15.
In the Min. Qty. field, enter 1, then click Save.

Adding an Alternate Address

Carl wants to add his work address as a shipping address for all future
orders. Select the Contacts/Addresses tab.
Adding a New
Address
Carl doesn’t have any alternate addresses or contact names associated

with him, so the list on the right of the screen is empty. Select the Add
button to display the contact screen to add his business address.
Entering the
New Name and
Relationship
Use the Type of Name pull-down menu to select “Ship-To Address."

As you scroll through the choices, notice all of the different types of
address and name relationships that can be set up for a customer.

If you’re a business-to-business company, you can use this screen to

set up shipping addresses, sold-to addresses, contact names, etc. For
business-to-consumer companies, use it to set up vacation addresses
with date restrictions, mailing addresses, gift recipients, and additional
family members.
In the Description field, type in “Bus. Address.”
Type in Carl’s business address.

Carl Smith
Manager of Sales
The Sparkle Company
742 Evergreen Terrace
Springfield, NJ 07081
Phone: 800-858-3666
Select Save to add the new address for Carl and to return to Carl’s
customer information screen. Notice how his business address is now
displayed in the list as a Ship-To. On his next order, M.O.M. will
automatically use this address as the Shipping Address.
We’re done with Carl and this example of customer maintenance.

Select Close and answer yes to the prompt reminding you that you
have made changes to Carl’s information. Press Ö to return to the
main M.O.M. screen.
Customer Accounts Receivable (A/R)

All of a customer’s financial information is handled in M.O.M. This
information includes recording payments from the customer (or from
CODs), issuing refunds, changing balances, etc. Here’s an example of
how you would record a payment from a customer.
Tanks A Lot Fish and Pet Supply has sent us a check for their two most
recent orders with us. We need to enter the payment for the invoices.
Click on:

to display the Apply Customer Payments screen.

Recording
Payments
To create a list of the invoices due for Tanks A Lot, let’s look up Tanks
A Lot Fish and Pet Supply using the Customer Lookup Screen.
Click on the Customer # field and press À to display the Customer

Lookup screen. Since M.O.M. can work with just a part of a name
for lookup, type the first two letters of Tanks A Lot Fish and Pet
Supply, TA, in the Company field and press Ñ.
Looking Up a
Customer By
Company Name

Select them from the list to display their list of unpaid invoices.
List of Open
Invoices for a
Customer
Tanks A Lot sent us check #45678 in the amount of $164.54.
Click on: Check Payment in the Transaction Type window.

Press Î to move the cursor to the Check Number field. Type in
the check number and press Î to move to the Amount field. Type
in the amount of the check.
Now we have to apply the payment to the invoices for Order #72 and
#92. Before we do that, let’s take a moment to explore the “sort”
option that is found on all of the lists in your M.O.M. system.
Time Out—Using the “Blue” Column Headings to Sort a List

In the List of Open Invoices that are now sorted sequentially by
invoice number:
Click on: the column heading Invoice Amount. The list is now
sorted by invoice amount.
Click on: the column heading Date. The list is now sorted by date
with the most recent date first.
Whenever a column heading is displayed in blue, it means that you

can sort the list by that heading.

Applying the Payments

Click on: Order #72 in the List of Open Invoices and then,
Click on: Apply
to apply full payment to this order. (By the way, if the customer was
paying less than the full amount, you would use the Apply Amount
button.) Notice that the Paid Amount column is now equal to the
Invoice Amount. Repeat the procedure for Order #92A and #92B in
the list. Order #92 has 2 entries in the list because there were two
different invoices sent for the order.
That’s it! We’re ready to create the transaction and exit.
Click on: Create Transaction.
æ method
Note: M.O.M. also allows you to choose credit card as a payment
for applying customer payments.
Creating a Check Refund

One of our customers, Thomas Mackenzie, overpaid on his order by
$1.05. Mr. Mackenzie called in and gave his customer number, 124, he
does not want a credit for a future order, instead he would like the
difference refunded to him.
While in the Apply Customer Payment’s Screen,
Click on: the Customer # field and enter 124.

Click on: Refund Check in the Transaction Type window.
Click on: Order 116 in the List of Open Invoices.
Click on: Apply then Create Transaction.
You will be prompted to either Create a Manual Refund Check or Print

a Refund Check Now. With preprinted checks from Software Forms,
you can print the refund checks directly through M.O.M., for now
however we’ll just choose to create a manual refund check and
assume that the check will be written outside of M.O.M.
Click on: Create a Manual Refund Check.

Manual Check
Entry
In the Check Number field,
Type: 1057.
Then click on the Today button to assign the check with today’s
date. Click Save to complete the transaction. Press Ö to return to
the main M.O.M. screen.
Completing an Outbound Telemarketing Call

Earlier in this chapter we entered a new prospect and scheduled a
telemarketing call for our salesperson, Susan Jones. As our last
exercise in this chapter, we’re going to “become” Susan and make an
outbound call using the optional Contact Management Module for
M.O.M.
Click on:
to display the Outbound Call schedule for All Users.

Viewing
Outbound
Calls for
Telemarketing
We need to change the list to include only calls for Susan Jones.
Click on: b next to the right of the List Of Calls For window
Select Susan Jones from the List.
Double-click on Werner Conrad in the list to display his Customer

Information Screen with the Contact History tab automatically
selected.
Viewing
Customer
Contact
History

The contact call we need to make is already highlighted in the list.

Notice that Mr. Conrad has no other contact history.
Press Ñ to select the contact and display the Contact Entry Review
screen.
Reviewing a
Customer
Contact
You probably recognize this Phone Contact screen tab as the same
one that we used when we scheduled a “Welcome Call” for Sally
Underwood earlier in this chapter. You’re right—it is the same screen,
and it has many purposes. Right now, we’re going to use it to read a
telemarketing script, record an interest level for Mr. Conrad, make
notes about this call, and then schedule a future call!
Okay, let’s pretend that we’ve got Mr. Conrad on the phone and we’re
ready to begin.
Reading a Script
When our telemarketing campaign was created, the Contact Source
Key (LL-FUND) and the Script Code (LL) were assigned by the
advertising manager. To display the script on your screen,
Click on: the Read Script button.

Script
Display
We follow the script with Mr. Conrad. He did receive the kit, and he
thinks that he’ll be ready to order with us in about two months. We say
goodbye and hang-up. Select Close to return to the Contact Review
screen.
We need to tell M.O.M. that this call has been completed.
Click on: Completed on
The date is automatically defaulted to today’s date, so we don’t need

to enter it. Now, we’re ready to assign an interest level, record our
conversation, and schedule a follow-up call.
Click on: Interest Level

and increase the level to 9 (he’s very interested.)
Click on: Call Log

and type in a brief summary of our call with Mr. Conrad. Just type it in
under the message already displayed in the Call Log.
Type: Received kit and will be ready to order in about two months.

Entering an
Interest
Level and
Updating the
Call Log
Click on: Schedule (the button on the bottom right of the screen)
to display the Schedule a Follow-up Call screen.
Scheduling a
Followup Call
Let’s schedule the date for the Followup Call. We can schedule by
date or by number of days.
Click on: Or In
and enter 60 days (Mr. Conrad said he’d be ready in two months.)

Now let’s assign the follow-up call to our senior salesperson, Joseph
Baird. He’s the “deal maker” in our company.
Click on: b next to the right of the By window

Click on: Joseph Baird
Finally, let’s enter the topic for Joseph to discuss with Mr. Conrad.
Click on: the Topic to Discuss box

Type: Ordering fund raiser bottles with team logo.
Followup Call
Scheduled
Okay, we’ve scheduled the follow-up call. Let’s save and exit back to
Select Save to return to Mr. Conrad’s Customer Information screen

and then press Ö twice to return to the main M.O.M. Screen.

Lesson 6 Processing Orders
Lesson 6
Processing Orders
In this lesson we’ll review the most essential part of M.O.M.; Order
Processing —approving credit cards and printing all of the
packing, billing and shipping paperwork.
First, let’s take a look at the Order Status Report to see how much
processing and what type of processing needs to be done.
The Order Status Report

Click on:
to display the Status Report selection screen.
Order Status
Report
Selection
Screen
The Order Status Report selection screen is one of the most useful
tools in M.O.M. With it, you can “investigate” orders in all stages of
processing.

The Order Status Report
For example, let’s see how many back orders we have.
In the Available Status window (on the left),
Click on: Back Ordered, No Shipment Set
We want to “include” this status in the Selected Status window (on

the right),
Click on: Include (the top button between the columns)

Now, Back Ordered, No Shipment Set appears in the Selected
Status window. (You can also “drag and drop” items between the two
windows by clicking and holding with your left mouse button.)
Now, let’s “find” all of the orders with this status.
Click on: Find (the button with red letters between the columns)
The list of back orders is displayed.

Order Status
Report
Selection
Screen
Let’s look at the report a different way—by back ordered line items.
Click on: Line Items (under Display at the left of the screen)
The selections in the Available Status window now refer to line
items in orders.

In the Available Status window,
Click and hold on: Back Ordered and “drag and drop” it into the
Selected Status window.
Click on: Find to display the list of back ordered items by order
number.
Creating a List
of Items that
are Back
Ordered
Notice the results differ. The Order list shows undelivered drop
shipments, the Line Item list doesn’t. Let’s “zoom in” on order #96.
Double click on the second order, #96, Smithson.

Step 1—Electronic Payment Processing
Selecting and
Viewing an
Order from the
List
By selecting orders from the list, you can take a closer look at any
situation—back orders, credit card problems, etc. In this case, with
Robert Smithson’s order, we can see that the Barbells are backordered.
When you’re done viewing the order, press Ö twice to return to the
main M.O.M. screen.
Okay, now that we’ve explored the Order Status Report, we’re ready
to complete the two steps of order processing.

In this exercise, we’re going to approve a card with M.O.M.’s optional
Interactive Credit Card Authorization System (ICCAS). The ICCAS
software uses the internet to connect to the card and eCheck approval
network and process all pending charges.
Credit Card Processing

Now we’re ready to process cards. On the main M.O.M. screen,
Click on:
to display the list of cards for processing.

Credit Card
Processing
Selection
Screen
In the Display dropdown select “Ready to Charge Transactions” to only

show the credit cards that need to be approved.
We have cards in the list that need approval.
Click on: Process One to approve the first credit card in the list.
Approving a
Credit Card

In our exercise, we only pretend to get an Authorization Code and AVS

Response. We don’t actually process any cards through the credit card
processing networks for this demonstration (they don’t like pretend
situations).
Process the rest of the cards by pressing Process Batch. Select Close
and M.O.M. will ask to print the Credit Card Merchant Deposit Report.
The Report Output Options pop-up screen is used throughout M.O.M.,
and enables you to change default printers, do printer setups, or even
view before actually printing.
The Tutorial is set to use your default printer. If you want to change it,
select a different printer in the pull-down list. You can also tell M.O.M.
to “remember” you printer settings by selecting the Setup button.
Select Print to print the report and then select Exit.
eCheck Processing
Using the same ICCAS software, we can process Electronic Checks
through M.O.M. Similar to the Credit Card Batch, each eCheck can be
processed individually or through batches.
Click on:
We have a few eChecks are ready to process. With eChecks we simply
send a pre-authorization, then wait a few days for the checks to clear.
eCheck
Processing
Selection
Screen

Let’s just choose to process all of our pending eChecks by pressing

Process Batch.
At the status check prompt, choose Yes. When returned to the eCheck
Batch screen, choose Close.
Select Print to print the report and then select Exit.
Now we’re ready for Step 2.
Step 2—Processing Orders in Batch and Printing Paperwork

One of the most flexible and powerful features of M.O.M. is the ability
to customize order processing for your particular company’s needs. In
fact, there are really two distinct ways to process orders in M.O.M. The
first is the way we’re going to do it in the Tutorial - using the Batch
Order Processing function. The second is using the Packer’s
Workstation for individual attention to each order. At the end of this
chapter, we’ll take a look at how you can change the order processing
design to try the Packer’s Workstation on your own.
For now, let’s process our orders as a group using the Batch Order
Processing function.
On the main M.O.M. screen
Click on:
to display the Order Processing Stage Selection screen.
æ System
Note: The number of orders you have to process in your Tutorial
may differ from the number of orders displayed in the
following screen images.

Step 2—Processing Orders in Batch and Printing Paperwork
Selecting
Stages for
Processing
This screen enables you to select the stages that you want to run in
Order Processing. In the Tutorial, we’ve disabled Pick Tickets, so that
stage is dimmed. In most cases, you’d probably run the entire cycle.
That’s what we’re going to do in this exercise. But, before we start
printing anything, let’s look at the counts for the Packing Slip stage.
Select View List to the right of the screen across from Stage 2, Packing
Slips, to display the list of orders to be processed. You may select
View List next to each stage to display the list of orders to be
processed for that particular stage.
Finding Out
How Much
Processing
Needs to be
Completed

Press Ö to return to the Stage Selection screen, and then select

Process at the bottom of the screen to print our packing slips.
The Report Output Options pop-up screen enables you to change

default printers, do printer setups, or view before actually printing.
When you’re ready, press Print to begin printing. After printing is

completed, press Exit. Because M.O.M. wants to make sure that
everything printed properly, the following message is displayed:
Double-Checking
Printing
Options
Select Yes, unless something went wrong during printing. If you select
No, you can reprint all of the packing slips or you can begin at the
specific order number in the batch you just ran. Each stage in Order
Processing works exactly the same way. You can’t make a mistake—
M.O.M. double checks everything.
Continue processing the remaining stages. When all of the stages have
been completed, select Close to return to the main M.O.M. screen.
Time Out — Shipping System Interfaces

M.O.M.’s optional Automatic Shipping Calculations Module has
interfaces to several shipping systems, allowing you to pass all of the
information about packages directly to the shipping software. And for
UPS, M.O.M. is an approved UPS OnLine Compatible system.

A Quick Look at Other Order Processing Design Options
A Quick Look at Other Order Processing Design Options

Before we go on to our next chapter, let’s take a quick look at the
Order Processing Design screen. On your own, you can make changes
on this screen and try out the Packer’s Workstation and Warehouse
Manager’s Station for Order Processing, however you will need to
create new orders before you can use these features.
On the main M.O.M. screen menu bar,
Click on: Maintain

System Information
Global Parameters
The Maintain Global Parameters screen is displayed. Select the Order

Processing Design tab.
Order
Processing
Design Tab
To try out the Packer’s Workstation and Warehouse Manager’s Station

for order processing, change the Packing Slips, Gift Certificates and
Box Labels / COD Tags pull-down menus to “Packer’s Workstation
manually processes this stage” and/or Shipping pull-down menu to
“Warehouse Manager’s Station processes this stage.”
Also, check the box for A box must be confirmed for shipment.

Save your changes on this screen, and then enter some more orders
on your own for processing.
To Try the Packer’s Workstation

The Packer’s Workstation displays orders that are ready for processing.
Each order is handled one at a time, and the contents are packed on
the screen to allow for special packaging considerations. Packing
paperwork is also printed order-by-order.
On the main M.O.M. tool bar menu,
Click on:
Since we already processed all of the orders in the system, try entering
a new order to test this feature.
To Try the Warehouse Manager’s Station

The Warehouse Manager’s Station is only available when the optional
Advanced Warehouse Module is installed with your system. It is used
in large companies to assign orders for processing to multiple packers,
each using the Packer’s Workstation. These packers may all be
working in one warehouse or in multiple warehouses.
Click on: Order

Process Orders
Warehouse Manager’s Station
For More Information

For extra help on both the Packer’s Workstation and Warehouse
Manager’s Station, consult your M.O.M. User Reference Guide, and the
On-Line Help. You can also contact your Dydacomp Sales
Representative for a guided tour.

Manager’s Authorization Settings

With the Manager’s Authorization, you can have as much control over
your order taking process as you need. Special stop points can be
setup to require review and authorization before specific orders can be
processed.
In the Global Parameters Order Processing Design tab,
Click on: An order must be reviewed for manager’s

authorization using established checkpoints
The Manager’s Authorization Tab is now enabled.

Manager’s
Authorization
Settings
Any order that hits one of the above stop points will be put “On
Review.” When you use the Order Status screen as explained in the
beginning of this lesson, you can view all these orders using the Order
on Review status selection. On Review orders can also be viewed
through the Manager’s Dashboard, review Lesson 11 Management
Tools and Reports for more information.
To try out this feature, select specific stop points and enter an order
that triggers that stop point. You will need to then authorize an order
for processing, simply open the order then,

Click on:
Order
Requiring
Approval
Click on: Authorize.

Then save the order. This order will now be available for
processing.


Lesson 7 Setting Up A Stock Item
Lesson 7
Setting Up A Stock Item

One of the most important parts of your mail order business is
inventory. You need to set up products, prices, and suppliers. It’s no
wonder that the inventory functions of M.O.M. include some of the
most powerful features of the system. To better demonstrate these
features, let’s add a new product to our inventory.
Setting Up the New Stock Code

One of our suppliers, Victory Athletics, has just convinced us to add
their Nutritional Energy Bars to our product line. They’ve given us
special prices for order quantities of 25–49, 50–99, 100-199, and 200+
of the bars, and we think that we can sell it in our new catalog as a
special insert.
Click on:
and we’ll set up the information for the bar.
M.O.M. displays the Stock Item Lookup screen.

Stock Item
Lookup
Screen
We use a naming convention for most of our codes in M.O.M., for

instance all of our clothing item SKUs start with the letter C, all of our
exercise equipment start with the letter E. Since this is our first food
item, we’ll create a new SKU and follow the same convention. We’ll
run a search to see if any other SKU’s start with the letter F.
Because M.O.M. automatically retains our settings in the lookup

screen, the lookup screen may appear different than the one pictured
above. All we have to do is change the Lookup On selection to Stock
Number, the Condition to Equals and then enter the letter F in the
Value field.
Click on: b to the right of the Lookup On field.

Scroll up and select: Stock Number
Click on: b to the right of the Condition field.
Scroll up and select: Equals
In the Value window, type F and press Ñ to display a list of
matches.

Displaying
Matches Found
There are 3 other stock items using F as the start of their SKUs, F-POS-
COM, FNR-BOT and FR-PRO-CAP. We’ll have to use a different code
for our Bar. Let’s name it FD-BAR.
Select New (at the bottom of the screen) and we’ll set up the new
item.
Setting up
General
Information
about a New
Stock Item
First, let’s enter the code for the new item.

Type FD-BAR in the Stock Number field and press Î to move the
cursor to Description. Type in NUTRITIONAL ENERGY BAR.
This will be the description that is displayed on the order entry screens
as well as the description that is printed on the customer invoice.
The Stock Information Screen contains twelve tabs of information:
General—the general information about the item.

Inventory—the inventory information for the item.
Break-out—for items that are kits and for payment plans.
Composite—also for items that are kits.
Suppliers—all of the supplier and buying information on the item.
Pricing—all of the prices that you sell the item to your customers.
More Info—This Tab contains two sub-tabs- Extended Info- extra
information (and a picture if you want) that is helpful to the order
entry operator. Customized Info- this tab contains a list of pages
that can be customized to record any item related information you
may need. These pages are also available to the order entry
operator when placing this item on an order.
Misc—sales commissions, royalties and subscription information.
SiteLINK—special information related to selling the product on your
SiteLINK™ e-commerce Web site.
Auction—special information for an item that can be posted for
eBay Auctions and eBay Stores.
Sales—item sales information that can be limited to a specific date
range and displayed in a graph.
eComM— contains tabs for customized item information that can be
posted to the most popular eCommerce Channels.
Let’s start with General information.

Setting Up General Information for the Item

Product Attributes
Since our item is a food item and also inexpensive, we wouldn’t want
to accept returns or allow any discounts to be applied to it. We can
check two attributes to make sure that our order entry operators
adhere to these rules.
Click on: Product Exempt From All Discounts

Click on: Product is Non-returnable
Cross-Sell, Up-Sell, Substitute, Promote Items

Since this product usually attracts athletic or health conscious people,
we can promote another health product. We have a CD that details our
Workout CD collection, we can add this as a promotional product in
the hopes that it will encourage repeat business.
Select Add to display the Add Cross-Sell, Up-Sell, Substitute Item

or Promotional Product screen.
Setting up a
Promotional
Item
In the Type of Selling Tool menu, choose “Promotional Product.”
Each time the Nutritional Bar is ordered, M.O.M. will suggest the
Promotional Product. The stock code for the promotional item is CD-
Workout. In the Promotional Product field,

Setting Up General Information for the Item
Type in: CD-WORKOUT.
In the Product qty of filed type 1,
and
in the Promotion qty of type 1.
The Description is only for our Selling Tools Activity Report which
shows how many cross-sells, up-sells, substitutes and promotional
products were accepted by customers. We won’t bother entering a
description in this exercise.
The only other entry we need to make is the Operator’s Script. The
script is what will be displayed to the order entry operator to read to
the customer for a phone order.
Type: We are also including a copy of our Workout CD, which

contains samples of our assortment of Exercise Videos.
Select Save to return to the General tab of the Stock Information

screen.
Weights/Shipping
Weight of Item—Enter 1.00.
Product Shipping Preference—Enter UPS.
Tax Status
M.O.M. supports sales tax at four different levels. At each level, special
tax classes for certain types of products can be established. In this case
however, no special tax situation applies, so no change is required to
any of these menus.
Product Classification Code—this is a new item, so we’ll create a

new code for food items, simply type FD.
UPC Code and ISBN/Alternate ID— our supplier, Victory Athletics,

provided us with the UPC code for this item. We can then scan this
code when receiving inventory for this item and also during order
entry.
Type in: 6011401528
Notes to Operator—we want our order entry operator to inform the

customer that the bars are all natural.
Type: Our Nutritional Energy Bars are all natural!
Setting Up Inventory Information

Now we’re ready to make our entries on the Inventory tab. Select that
tab.
Setting up
Inventory
Information
Current Stock Information

The Units in Stock field can be used to establish a starting inventory
for a new item. We’ll assume that we have a starting inventory of 25
units.
Type in: 25
G/L Department
If we wanted to post revenue (sales), returns, and/or cost of goods for
the item to specific accounts, we could select them here. We’ll leave
them set to “Default.”

Setting Up Inventory Information
Warehouse Preference
Because we have only one warehouse established, the defaulted
selections are fine. On your own, at the conclusion of these exercises,
you can try setting up more warehouses using the optional Advanced
Warehouse Module.
Bin Preference
The bin is the location or locations in a warehouse where we keep the
item stored. We need to set up a bin for the item. Select Add to display
the Add New Bin Location screen for the first bin.
Setting up a
Bin
Expiration Date— Using the expiration date feature, we can restrict

the sale of items once they reach a specified date. Our Nutritional
Energy Bars are perishable items that expire around 90 days from the
date of delivery. Since we already entered units in inventory, we can
create our first bin with an expiration date of 90 days from today’s
date.
Warehouse—this is where we select the warehouse where the bin is

located, so select “W1 - USA Sporting Goods, Inc.”
Bin Number—in our warehouse, this is where we will store the bars.
The bars are going to be in row S on shelf 12.
Type: Row S, Shelf 12.

Status—this is the bin that we sell from. The default status is

“Available for Sale.”
None of the other fields in this screen need to be completed, since we

only have one bin for this item. If multiple bins are established, you
can specify special bins for returns, receiving, kit assembly, and point
of sale use. You can also create “bulk” bins that are used only to
replenish other bins.
Select Save to return to the Stock Item Information screen.
Setting Up Supplier and Purchasing Information

Now, we’re ready to enter the supplier and purchasing information.
Select the Suppliers tab.
Setting up
Supplier and
Purchasing
Information
This screen contains the information associated with the purchasing of

the item from our supplier, Victory Athletics. Let’s enter the supplier
information.
Re-Order When Stock is Below—depending on how fast we sell

these bars, we might not want to keep that much stock on hand.
Besides, Victory Athletics ships quickly and rarely back orders. We’ll let
our inventory drop to 5 before we reorder.
Type 5 and press Î.

The three fields under the re-order number are display fields. They are
dimmed now indicating that we do not have any of the item on order
yet.
Minimum Re-Order Quantity—we like to order them in quantities of

25.
Type 25 and press Î.
Current Unit Cost Basis—this field is automatically updated each

time we make a purchase from our supplier. For a new stock item
however, you can enter a starting cost figure. We’ll start it off with the
price that we pay based on a quantity of 25. The price is $26.50 for 25
bars, so the Unit Cost is 1.06
Type 1.06.
Purchasing Level and Supplier List

Okay, now we need to enter the various price breaks that we get
when we buy the bars. We have four (4) new levels to enter.
Click on: New

to display the Purchasing Level Information screen.
Enter a New
Purchasing
Level
The supplier is Victory Athletics. We don’t know the supplier code for
them, so let’s look them up. On the Supplier field, press À to display

the supplier list.

Looking up a
Supplier
Select Victory Athletics and press Ñ. Now let’s enter the rest of the
information for this buying level.
Supplier ID—the supplier’s code for the item is EN123-10 and they
call it the Enertrition Nutri-bar.
Type EN123-10.
Equivalent Units—one of the supplier’s units = one of ours. So you

can leave 1 in this field.
Buy Quantity—remember, we need to buy at least 25 to get our

wholesale price.
Type 25.
Unit Price—at 25 units, we pay $1.06 for each unit.
Type 1.06.
Drop Ship Item—is dimmed because we did not set this up with the
option to drop ship the item.

Supplier Purchase Group ID—if the supplier offered us a

purchasing discount on a group of different bicycles, we could
associate the group of items together with a Mix & Match code in this
field. In this case, we do not need to enter a code.
Lead Time—is the time it takes for the supplier to deliver the item to
us. Since Victory Athletics is near our location, the lead time is only 2
days.
Type: 2
Click on: Save
to return to the Purchasing Level and Supplier List. Notice that the
level we just added is now in the list.
Purchasing
Levels
Just for practice, you can set up three (3) more buying levels for the
bars. Here’s the information you need.
Level 2—at 50 units, we pay $1.00 for each unit.

Level 3—at 100 units, we pay $.89 for each unit.
Level 4—at 200 units, we pay $.70 for each unit.
After you set up these other levels, you’re finished with this tab.

Setting Up Selling Prices

Next we have to set up the two prices that we are going to use when
we sell this new item to our customers. Select the Pricing tab.
Pricing
Levels
This screen contains all of the information associated with the prices
that we will be using when we sell the bars to our customers.
At the top of the screen is the Normal Retail Selling Price. This is the
price that we normally sell the item for. The price will be $2.65.
Type 2.65 and press Ñ.
The Mix & Match Code field is designed to enable you to “link
together” different items in your catalog under one pricing structure.
For instance, if you wanted to offer your customer “any five items in a
list of twenty at a 10% discount,” the mix and match code would let
you accomplish this. For the Nutritional Energy Bars, we don’t offer
any mix and match pricing, so leave the field blank.
Special Situation Price List

We’re going to have two special prices for the bars. One based on a
sale price in our Catalog #14 and the other will be a discounted price
for Sports Officials or Coaches.
Click on: New

to display the Special Price Information pop-up screen.

Special Price
Qualifiers
This screen contains all of the possible special price qualifiers. Let’s set
up the Catalog #14 price.
Seq. # - this number is the position that the special price has in the
Special Situation Price list. Since this is our first special price, the
number is already set to 1.
Method of Pricing
Unit Price—The price we’ll be offering in Catalog #14’s supplement

will be $2.00.
Type 2.00.
With Discount—we’re not applying a discount to the Unit Price, so

skip over this field.
Cost Plus—if you are a business-to-business company, you might

want to sell the item at a percentage increase over your cost.
Qualifiers For This Price

For this special price we’re not going to use any of the Customer
qualifiers, so skip over these fields. We’re going to use Order
qualifiers.

Min. Quantity—to receive the catalog price, the customer only needs
to buy 1.
Type 1.
We are not pricing by Source Key, so skip over this field.
Cat. Code—this price is published in our Catalog #14.
Type 14.
We’ll also enter in the Information for Catalog Analysis Report — the
bars will have 35 square inches of allotted page space and be on page
#32. This information is used when you run M.O.M.’s Catalog Square
Inch Analysis report to determine how much profit each product
makes in proportion to its allotted page space.
We won’t have a Start Date or End Date on this price (like a limited
time offer), and the price won’t be based on either Order Type or
Order Total. So, we don’t need to enter any other information.
Select Save to return to the Special Situation Price List.
Special
Situation
Price List
There’s our first special price in the list. Now, let’s set up our special
Sports Official/Coach Price.

Click on: New
to display the Special Price Qualifiers pop-up screen again.
Our Sports Official/Coach price will be based on a discount of our

normal selling price of $2.65. We’ll give them a 5% discount. So, we
won’t enter a Unit Price, but instead just enter a discount.
Select the Discount field
Type 5 for a 5% discount on our Normal Selling Price of $2.65.
Now we need to establish the discount for our Sports Official/Coach

only. We code our Sports Officials and Coaches with an “O” in Type
Code 1.
In Type Code 1 of the Customer qualifiers,
Enter O. Whenever customers with type code O order the energy

bars, they will automatically receive a 5% discount.
æ Note: The Customer Type Code is split into three parts—Type Code
1, Type Code 2, and Type Code 3. Typically, each part of the code
is used for a different purpose.
In the Order qualifiers section, for Min. Quantity,
Type 1.
They only need to buy one to get the special price.
That’s our last entry, and here’s how the screen should look.

Sports Official/
Coach Price
We don’t need to enter any other information on the screen, so select

Save to return to the Special Situation Price List.
Setting Up a Product Specific Customer Notice

Earlier in the guide, we saw how we could select and send a form
letter to a customer during order entry and contact entry. The
Customer Notice Maintenance function also enables you to create
special form letters related to a specific product that are automatically
“sent” to a customer whenever that product is entered in a customer
order. These notices are typically used to provide special instructions
for the item.
For our new Nutritional Energy Bar, our product manager has already
prepared the nutritional facts as a customer notice. We need to
“connect” this notice to the bars.
Select the Miscellaneous tab.

Setting Up Special Order Entry Operator Information
Miscellaneous
Tab
Near the left center of the screen is the information associated with the
product’s Customer Notice. Use the pull-down menu to select the
notice, “NT- Nutritional Facts.” Then, use the When to Generate
Notice menu to select “When Item is Entered.” That way it will be
printed when the item is being packed, and our packer can include the
information right in the box with the bars.
In the Advanced Search Criteria section, enter “Nutrition” for Primary

Use and “Enertrition” for Brand. The Advanced Search Criteria is set
up in the Global Parameters to assist in providing additional searching
criteria for an item when using the Stock Item Lookup.
Setting Up Special Order Entry Operator Information

We have just one more thing to do for our new stock item and that’s to
write up a little extra information about the bars for our order entry
operators.
Select the More Info tab then the Extended Info tab.
This screen is used only to add additional information about an item.

You can even insert an image of the product on this screen if you like.
For our bars, enter the following information.

Type: The Nutritional Energy Bars have 230 calories, 31 grams of

carbohydrates, and 13 grams of protein.
Click on the Select... button to find the nutribar.gif file.
Extended
Information
about the
Stock Item
That’s it! You’ve successfully set up a new stock item in M.O.M.
Select Save to exit to the Stock Item Lookup screen. Press Ö to

return to the main M.O.M. screen.
Setting up the Auction Tab

We going to try to sell this item on as many different channels as we
can. Since we have a store on eBay, we’ll setup the tab and publish
the bars up to Blackthorne so that we can post it up to our eBay store.
Select our new SKU: FD-BAR
Select the Auction tab, then check the option Product Available for
Auction.

Setting up the Auction Tab
Auction
Tab
Click on the Warehouse menu and choose W1- USA Sporting

Goods.
For Units on Reserve, we’ll just try selling 5 on eBay for now.
Type in: 5.
In the Fixed Price for Ebay Stores field we’ll enter our Normal Retail
Selling Price.
We can use our existing Product Title and Full Description. We will
however attach an image in the Picture section,
Click on: Browse then select nutribar.gif.
Select Publish to send the product info to Blackthorne.
æ database
Note: This requires a Blackthorne Pro or Seller’s Assistant Pro
selected, See Lesson 4 eCommerce Order Import and
Review for more information.

Setting up the eComM Tab

Earlier in this guide in lesson 4, we covered the Order Management
Modules, which allow you to interface M.O.M. to the most popular
eCommerce Channels. Through the eCommerce Management screens
you can manage the product information for each channel all in one
main tab.
Each eCommerce Channel tab conforms with the product

requirements of each individual channel, so each tab may require
different information. For this lesson we’ll use the Miva interface as an
example.
Select the eComM tab, then select the Miva sub tab.
Check Product Available for Miva.

eComM-Miva
Tab
In the General Tab, the Miva SKU field is already populated with our
M.O.M. SKU, we can change it to create a custom Stock Item Number
for Miva orders but we’ll keep it the same for now.
For the Product Name field, click the radio button next to the open
field then,
Type: Enertrition Nutritional Energy Bars

Setting up the eComM Tab
In the Quantity field, we can either specify an inventory quantity to

send over, or use the Inventory Feed in the Feed Manager screen (See
Lesson 4) to send the inventory information up to Miva. Since we need
a starting inventory, we’ll enter 20 units.
Type: 20.
In the Price field, our retail price should already be entered.
In this example we do not need to fill in a Current Unit Cost, and our
Weight field should also be populated.
Click on: the Extended Information Tab,

eComM- Miva
Tab
Extended Informa-
tion
Click the radio button next to the blank field, then:

Type: The Enertrition Nutritional Energy Bar has been scientifically
formulated to support your body’s requirements for quality
nutrients.
Since Miva requires that the images be hosted on the web, we’ll just
leave the image fields blank. We can also skip the Product Category
Code field because we don’t have a Miva store with categories setup.
The Attributes tab is used to setup items in M.O.M. with Size/Color

variations as attributes in Miva, since our Nutritional Bar item isn’t
setup with variations, we don’t have access to this tab.

With all required fields filled out, you can select Publish to publish to
Miva.
Continue with the suggestions “For More Practice” below or review

another section of the guide.
For More Practice on Your Own

Try setting up a “kit.” As an example, E-BB-SET is a kit of baseballs
and a bat and is set up as a composite item. On a kit item, notice
that you can select to have M.O.M. assemble them as you need
them, or you can control the assembly process using the Assemble
Kits function.
There are numerous ways M.O.M. can handle scheduled shipments

such as “video of the month.” As an example, SP-VCLUB is a series
of videos with prescheduled ship dates as a break-out item. Also,
check out the Club Membership option as another way to handle
scheduled shipments.
Just like Customer Demographics, you can create your own custom
“Demographic” pages for Stock Items and Suppliers. Use the
Maintain Additional Stock Information or Maintain Additional
Supplier Information options in the Product menu to create
Demographic pages that you can then use to enter more
information from the stock or supplier maintenance screens.
Take a look at the information on the SiteLINK tab in the Maintain

Stock Item function. It enables you to control all of the information
associated with the item on your web commerce site, created
entirely for you with SiteLINK, the integrated eCommerce Solution
designed to work specifically with Mail Order Manager. And, don’t
forget that you can actually create a SiteLINK demo store using this
Tutorial. Contact your Sales Representative for details.
Try changing the prices of stock items by using the Price Change for
Retail & Special Prices or Vendor Prices. Navigate to the Product
menu Change Product Prices. Select the stock items that you
want to change prices for and choose to change the prices by
percentage over the original prices, a dollar amount over the
original prices or to a specific dollar amount.

For More Practice on Your Own
And for Drop Ship items, there isn’t a need for warehouse
maintenance, inventory and personnel. When you have a limited
quantity of an item in stock, you can drop ship large orders that
would otherwise entirely deplete your inventory. Also, drop
shipping can be used if you have large items and limited warehouse
space. To maximize profit, M.O.M. enables drop shipped items to
be selected based on the best price negotiated with your suppliers
and the shipping charges can be calculated by the zip code of the
supplier.

Lesson 8 Using the Purchasing Functions
Lesson 8
Using the Purchasing Functions

Keeping track of inventory levels and purchasing from suppliers is a
big part of the daily operation of your business. M.O.M. combines
inventory tracking with purchasing in one single function.
æ page,
Note: If you have been going through the Learning Guide page by
you will need to reset the Tutorial.
Click on: Your Computer’s Windows Start Menu

Programs
Reset Tutorial
Once the Reset is complete, open M.O.M. On the main M.O.M. screen,
Click on:
to display the Order Product screen.
Low Level Reporting

To know what and how many products need to be purchased, we
need a report on those items that are currently at or below their low-
level quantities. Although there is a separate Low Level report in
M.O.M., those products at or below their low level are listed for you
right in the purchasing function on the Items to Purchase (Low
Level) tab.

Low Level Reporting
Making
Purchasing
Decisions
Based on
Low Levels
It looks like we need to order some products. Use your mouse to

scroll through the list and take a look at what we need to buy.
We’re low on some boxing trunks, football jerseys, warm-up suits,

gymnastic rope that we sell by the yard and some other items. We’re
back ordered on the barbell set.
Time Out — Product Forecast

Before we start purchasing, let’s take a look at the forecasting feature
that the optional Advanced Inventory Module provides us. Scroll down
the list and select E-SKATES. Now, select Purchase Detail at the
bottom of the screen to display the purchase detail and forecast
information. The Purchase Detail screen displays an inventory
projection based on prior sales history to assist you in making
purchasing decisions. For more information on Product Forecasting,
see Lesson 11 Management Tools and Reports.

Viewing
Purchasing Detail
for a Product
Select Close to return to the Items to Purchase (Low Level) tab.
æ Note: Depending on the installation date of the M.O.M. Tutorial, the

current month may not appear in the Purchase Detail screen.
Recording Product Order

Okay, let’s do some purchasing.
Scroll down and choose E-BARBELLS. The Item Purchase

Information section at the bottom of the screen tells us how many we
need to buy. Look at the Qty to Buy field. It’s telling us that we need
to purchase 5 in order to have the minimum quantity on hand.
We feel that we’re going to sell a lot of this item, so let’s order 20.
In the Available Purchasing Levels list,
Click on the buy level in the list.
Then,
Click on: the Qty. to Buy field

Type: 20.

Recording Product Order
Then, press Î to move to the Expected Date field. The supplier

ships in two weeks. Enter a date two weeks from today.
Click on: the Purchase Item button.
Notice that the Barbells are no longer in the Items to Purchase (Low
Level) list at the top of the screen. Now that we have purchased it, the
barbells have been moved to the Pending Purchase list. Let’s take a
look.
Click on: the Pending Purchase tab.

The Pending
Purchase List
There’s the barbells, and it’s the only item in the list because we
haven’t purchased anything else yet. Notice, beneath the barbells are
AES requirements. These requirements can be set up for each
supplier. They represent a minimum number of items and/or dollar
amount of the order, excluding drop shipped items, before a purchase
order can be accepted by the supplier and generated by M.O.M. We
have met the minimum requirements.
On your own, go back to the Items to Purchase (Low Level) list and
finish purchasing everything else in the list at the buy quantities that
M.O.M. advises.

è Hint: Just keep clicking on the Purchase button to quickly purchase

everything in the Items to Purchase (Low Level) list.
When you’ve completed your purchasing, check the Pending
Purchase tab one final time and then Save to exit to the main
M.O.M. screen.
Generating Purchase Orders

Now we’re ready to generate our purchase orders. On the main
M.O.M. screen menu bar,
Click on:Product
Purchasing
Create Purchase Orders
and M.O.M. asks to confirm that you want to create the purchase
orders.
Choose Yes, and M.O.M. asks to “Create purchase orders for all users?”
(This is used in large companies where more than one person is using
the purchasing function) Choose Yes, and M.O.M. creates the
purchase orders. When M.O.M. finishes creating the purchase orders
successfully, an advisement screen is displayed. Select OK to confirm
that the purchase orders have been created.
Reviewing Purchase Orders

Now that the Purchase Orders have been created, let’s review one
before we print them.
Click on:

Reviewing Purchase Orders
to display the Purchase Order List (for Review).

Purchase Order
List
M.O.M. lets you select Purchase Orders to Display by several different

criteria. We want to look at those that have not yet been printed.
In the box titled Purchase Orders to Display,
Click the Unprinted radio button,

and the list now shows those purchase orders that have not yet been
printed.
Let’s take a look at Purchase Order number #217 for the American
Exercise Supply Company (AES).
Double click on Purchase Order #217 in the list to display the

Purchase Order.

Viewing and
Editing a
Purchase
Order
There are just a few things to do on this purchase order before we

print it.
Purchase Order Reference—this is just a brief description of the

purchase order. In this case, the purchase order is for exercise
equipment items and some warm-up suits.
Type: EQUIPMENT & WARM-UP SUITS
Special Instructions—these are the default instructions set up for the

supplier. We don’t need to make any changes here.
Expected Date—this is the date that we expect the entire purchase

order to arrive. Although each item can also have its own expected
date, we know that AES, the supplier, usually ships everything
together. The entire order should arrive in about two weeks.
Type a date two weeks from today.
Ship Via—we want them shipped UPS.
Type UPS.
One more thing. We want to tell AES to ship a specific color dye lot of
the green suits to match the ones that we have in stock already.

Printing Purchase Orders
Double click on the green suits in the list (C-WUS GR/M) to display
the Add/Edit Purchase Order Line Item screen for this item in the
purchase order.
Purchase
Order
Item Edit
Screen
Click on: the Custom Information window.

Type: Ship Color Dye Lot #52
Click on: Save
to return to Purchase Order #217, and then press Ö twice to return to
Printing Purchase Orders

This is really easy! On the main M.O.M. screen menu bar,
Click on:Product
Purchasing
Print Purchase Orders
and M.O.M. displays the standard Windows Report Output screen.
æ number
Note: M.O.M. also lets you set up an e-mail address and/or fax
for each supplier so that each time you run the Print
Purchase Orders function, the purchase orders are automatically e-
mailed or faxed directly to your suppliers. Take a look at the
Maintain Suppliers function on the Product pull-down menu
when you’re done with these exercises to see how the e-mail and
fax options can be used.

Report
Output
Options
You may remember this screen from our Order Processing exercise in
Lesson 6. Your default printer is already selected for you. Press View
to view the purchase orders on the screen instead of printing them. If
you choose to view the purchase orders, press Ö to exit the view.
Press Print to print the purchase orders. Select Exit when you are
done and answer Yes to the print confirmation question.
Now you are ready for the next step in the purchasing process,
Recording Delivery.
Receiving Items from the Supplier

Let’s “jump ahead” two weeks. The American Exercise Supply
Company has delivered your order. That’s the good news. The bad
news is that the order is incomplete. They ran out of stock on the
small red warm-up suits and only shipped part of your order. They’ve
delivered on our PO #217, but not completely. We need to record
delivery on what we received.
Click on: Product

Receiving & Inventory
Receive Product

and M.O.M. displays the Purchase Order List (for Receiving Product).
Purchase Order
List for
Receiving
Scroll down and double-click on Purchase Order #217 to display the

purchase order.
Receiving Part
of a Purchase
Order
The AES Invoice Number is A5500 and it is marked with today’s date.
Type A5500 in the Supplier Invoice # field, and press Î to type

in the Invoice Date.
Now, let’s receive the product.

The shipment we received from the supplier contained everything

except the required number of the medium red warm-up suits. We
ordered 75, but AES only shipped 50. We need to adjust the amount.
Because everything was sent as ordered except for the red warm-up
suits, we’ll use the Receive All option first to quickly receive all of the
quantities for each line item. Then, we’ll change the amount on the
medium red warm-up suits.
Click on: Receive All
to receive all of the items in the amount ordered. Now, let’s correct the
amount on the medium red warm-up suit.
Click on: the medium red warm-up suit item (C-WUS RE/M) in the
list and,
Click on: Receive Partial
A pop-up screen is displayed that lets you change the expected

amount to a partial amount.
Changing the
Received
Amount for an
Item
Type 50 in the pop-up screen and press Ñ twice to return to

Purchase Order #217. Select Save on the Purchase Order to return
to the Purchase Order List.

Now we’re ready to Process Inventory Updates. Before we process, we

could run the Receive Report and print barcoded stock labels for our
new stock, but we’ll skip those options this time. So, press Ö to
return to the main M.O.M. screen. M.O.M. reminds you to process
inventory updates as you exit back to the main screen.
Press Ñ to accept the OK and return to the main M.O.M. screen.
Then, on the main M.O.M. screen menu bar,
Click on: Product

Receiving & Inventory
Process Updates to Inventory
and M.O.M. updates the inventory with the newly received items. If
there were any backorders for any of these items, M.O.M. lists the
orders and allows you to allocate the new inventory to the orders that
you need to fill first.
Backorder
Allocation
Select Process Updates to complete the update.

Paying Suppliers
Paying Suppliers is easy with M.O.M.’s full complement of integrated
Accounts Payable options.
Let’s pay AES for the shipment that we just received from them. On the
main M.O.M. screen menu bar,
Click on: Accounting

Accounts Payable
Pay Suppliers
and M.O.M. displays the Pay Suppliers screen.
Pay Suppliers
Screen
Let’s list all of the invoices for American Exercise Supply. Select the
Supplier ID field.
Type AES and press Ñ to list all of the invoices for this supplier.

Paying Suppliers
Listing
Invoices by
Supplier
Now we need to select the type of payment or transaction. This will be

a Computer Check Payment. In the Transaction Type window,
Click on: Computer Check Payment

Now we’re ready to select the invoice for payment. In the list of
invoices,
Click on: Invoice #A5500 (the one we recorded delivery for.)
We’ll pay the whole amount of the invoice.
Click on: Pay

Applying
Payment
Notice how the Outstanding Amount of has changed to $0 and that

M.O.M. has automatically applied the allowable supplier discount of
2% of the total because we’re paying it within 10 days of the Invoice
Date. With the discount, the Amount To Pay column shows a new
total.
Okay, that’s it. Let’s create the transaction and exit.
Click on: Create Transaction

Then, on the Pay Suppliers screen, press Ö to return to the main
M.O.M. screen.
We won’t actually run checks for suppliers, but that would be the final
step in the complete purchasing process.

Paying Suppliers

Lesson 9 Daily Accounting Activities
Lesson 9
Daily Accounting Activities

In this lesson, we’re going to take a look at two of the most commonly
used Accounting Reports. We’re also going to look at M.O.M.’s built-in
interface to your own accounting system.
The Sales Listing Report

On a daily basis, you’ll probably want to print off a list of the invoices
generated in Order Processing. Use the Sales Listing Report to do this.
Click on: Reports

Accounts Receivable
Sales Listing Report
The Invoice Selection Screen is displayed to let you select the invoices
that you want to list in the report.
Selecting
Invoices for
the Report

The Bank Deposit Report
Click on: All

then,
Click on: Process

and the Report Output Options screen is displayed.
Report Output
Options
We’ve already seen this screen in Lesson 6, Processing Orders.

Remember, the Tutorial is set to use your default printer, but you can
select another printer from the pull-down list. Select either Print or
View. If you select to View, press Ö to close the view on your screen
when you are finished.
è Hint: You may need to change the page orientation to landscape by

choosing your printer, then selecting Setup. Under the Orientation
options, choose Landscape.
Select Exit when you are done to return to the Invoice Selection
screen. Select Close on the Invoice Selection screen to return to the
main M.O.M. screen and continue with the next report.
The Bank Deposit Report

When you go to the bank with your mail order checks (that’s the best
part of being in business), you’ll need a bank deposit report that lists
all of the checks that you’re depositing. M.O.M. gives you the very
report that you need in the Journal Activity Report.

Click on: Reports

Accounts Receivable
Journal Activity Report
The A/R Journal Selection Criteria Screen is displayed to let you select
the information to be included in the report.
Selecting
Information for
the Journal
Report
Ordinarily, you’d probably only run the report for that specific day, but
because you may be working through this Tutorial over the course of
several days, we’ll report on all of the invoices in the system.
Click on: All
Now, we need to select the Other Criteria for the report. We only want
to include Cash and Check Receipts—remember, this is a “deposit
report” accompanying our deposit to the bank. Cash/Check/Receipts is
already checked for us, so we’re ready to run the report.
Click on: Process

Exploring the Connection to Your Accounting System
and the Report Output Options screen is displayed.

Report Output
Options
Remember, the Tutorial is set to use your default printer, but you can
select another printer if you like in the pull-down list. Select either
Print or View. If you select to View, press Ö to close the view on
your screen when you are finished.

Select Exit when you are done to return to the A/R Journal Selection
Criteria screen. Select Close on the A/R Journal Selection Criteria
screen to return to the main M.O.M. screen.

Many companies already have a general ledger system when they start
using M.O.M. M.O.M. does not replace your general ledger, but instead
lets you take all of the important accounting information out of M.O.M.
and report it (called “posting”) to your general ledger. This is done
using the General Ledger Interface option.
To take a look at the G/L Interface screen,

Click on: Maintain

Accounting Information
G/L Interface
The Maintain General Ledger screen is displayed.

Setting Up Your
General Ledger
Interface
On the left, in the Title column, is a list of all the accounts kept by
M.O.M. on a day-to-day basis. The Account Number column is the
number of the corresponding account in your G/L system. When you
use the Post A/R or Post A/P function on the Accounting menu of
M.O.M.’s main screen, you automatically report the information
directly from M.O.M. to your accounting system.
And, M.O.M. supports the most popular PC accounting systems

available today! So, you don’t need to change accounting systems
when your start using M.O.M.


Lesson 10 Creating a Mailing List
Lesson 10
Creating a Mailing List

In this lesson we’re going to explore the optional List Management
Module (LMM). Although it’s a separate module with its own menu
and screens, LMM is an integral part of your complete M.O.M. system.
With it, you can ask M.O.M. questions about your customers—who
bought a specific item, who likes to play baseball, who lives in
Connecticut and is over the age of 50—and create lists of these people
for mailing, e-mailing, telemarketing, or for rent by other companies.
The List Query—Asking the Question

We’ve decided to give our ordering customers a special offer - 10% off
of their next order, as a customer appreciation advertising promotion.
We’re going to do a special mailing to all of our customers who
purchased from us and send them a letter informing them of the
special offer.
When you ask LMM a question and receive a list of customer names
and addresses in response, you have made a list query. A query can be
very complex or very simple. In this chapter, we’re going to create a
simple query to find out who ordered from us in the past.
The Query — the question — is “Who ordered from us?”

The List — the answer — is the names and addresses of the
purchasers, that we’ll use for printing the mailing labels.
Let’s get started!
Click on:
The main LMM screen is displayed.

The LMM
Main Screen
Notice how LMM has its own menu bar (File, Edit, Output, etc.) and
tool bar with picture buttons.
This screen is actually two separate windows. The upper window

shows the include and exclude statements in the current list query,
and the lower window shows information about the current list.
Since we have not created a query or opened a previously saved one,

the query window title indicates that this is a NEW QUERY-
UNTITLED.
Likewise, since we have not opened a previously saved list or created

and saved a new one, in the List Details window, the Current List is an
Untitled List.
Okay, let’s create our query!

We need to “include” all of our customers who ordered from us. To
find these customers, M.O.M. needs to look in each customer’s order
history.
On the LMM menu bar,
Click on: Include

Names from Orders
Based on Order Information
The Select Orders by Query Screen is displayed.

The Select Orders by Query Screen will let us create a list of all of our
ordering customers. We’ll look up all of our ordering customers by
selecting all of the orders in M.O.M.
Click on: All Orders

Selecting
Orders by
Query
And, we want to include Sold-To addresses as well.
Click on: Also Include Sold-To Addresses (in the upper right of the
screen.)
then,
Click on: Process

to return to the main LMM screen.

The First
“Include”
Statement
in the Query
Okay, we’ve added our first selection criteria statement—Include

Orders By Query - All Orders.
The Status is Need To Compile, indicating that we have not yet used
the statement to compile a list of customers. We’ll do that after we’ve
added an “exclude” statement to our query.
Excluding Customers from the List

When we do our mailing, we don’t want any of our “wholesale”
customers to receive it. Our wholesale customers buy our products at
a special discount already, and this offer will not apply to them. So, we
want to exclude them from our list. We know that their Customer Type
Code 1 is W, so this is going to be easy.
On the LMM menu bar,
Click on:Exclude
Names
Customer Type
Type Code 1
The Customer Type Selection Screen is displayed.

Selecting
Customers by
Customer Type
Code
We only want to exclude the W (Wholesale Account) customers. Since

“drag and drop” is a feature on this screen, let’s try using it to move
the W from the Available Items window to the Selected Items
window.
Click and hold on: the W in the Available Items window and then,
drag the cursor marker over to the Selected Items window and release
your mouse button. The W should be in the Selected Items window.
Now,
Click on: Process


The First
“Exclude”
Statement
in the Query
Now we have one Include statement and one Exclude statement in our
Query.
Let’s compile a list of customers meeting the criteria that we have

defined in our two statements.
Click on: the Compile button

The compile options pop-up screen is displayed.
Compile
Options
The compile options let you substitute mailing addresses when a

customer has a specific mailing address on file, as well as “adding-in”

alternate addresses (like vacation addresses) or contacts on file for the

primary customer common to many business-to-business situations.
We won’t select any of these options for our list, so press the Compile
button on the pop-up screen.
As each statement in the query is compiled, it is highlighted in the

Selection Criteria list. When M.O.M. is finished compiling the list, a
confirmation message is displayed.
Press Ñ to return to the main LMM screen.

Compiled
List Counts
Our Include and Exclude statements will display the number of names
that were affected. Our Total Count will show the result customers.
Below the total count are individual counts of each “Opt Out” option
that can be set from within a customer’s record. Check the box next to
an option to include those customers on your list.
Now, let’s save the query.

On the main LMM screen,
Click on: File

Save
OR,
Click on:
to display the Save Query As screen.
The best way to name a query is by describing what it does.
Type: All Ordering Customers without Wholesale Customers
Saving the
Query
and then,
Click on: Save


Saved Query
Notice that the title of the query window is now the name that we
used to save the query. Now, let’s save and name our list.
Working with the List

In the List Details window (the bottom of the screen),
Click on: Save As
to display the Save List As screen. The best way to name a list is by
describing what is being mailed.
Type: Customer Appreciation Discount Mailing
æ Note: It is beneficial to include a date as part of the title of the saved

list. This additional information makes searching for specific saved
lists easier.

Saving the
List
and then,
Click on: Save

Select the saved list from the Current List dropdown.

Saved Query
and Saved List
Now, let’s add some additional advertising information about the list.
Our Advertising Manager has set up a special Source Key for this
mailing to identify and track response.

Click on: the Source Key for List field (at the bottom of your
screen)
and,
Type: HM-CA-06 (a house list mailing for the customer appreciation

discount)
æ Note: As an option to adding the Source Key for the whole list, you
can use the Add/Edit Source Key button to add source keys for
tracking to each individual statement in the query as you build the
list.
We’ll also need to enter the date that the mailing is going out.
Click on: the Mail Date field,
and,
Type: the date for next Monday.
Viewing and Printing the List

Before we print the labels from the list, let’s take a look at the
customers on it.
Click on: the Show Names button (bottom right)
and the Report Output Options pop-up screen is displayed. Select

View and the names are displayed on your screen in a report for
browsing.


Viewing a List
with the Show
Names Option
Change the zoom percentage and window dimensions to view as

much of the report as you need. When you are finished browsing,
press Ö twice to return to your Saved Query and List.
Now, as the next step in this lesson, let’s print the list.
Click on:
to display the Label Generation screen.

Label
Generation
Screen
There are lots of options on this screen associated with the type of
mailing that you are doing and type of mailing piece that you are
using. We’ve preset all of the information on the screen for you to
make things a little easier in this Tutorial. Of course, you can come
back later on your own and explore these options in greater detail if
you like.
æ regulations
Note: Most of the information in this screen is associated with the
and requirements of the United States Postal Service
(USPS).
Now, to print our mailing labels.
At the bottom of the screen, in the Paper/Style window, the default

setting is Avery 5095 - Bar Code. This is a large label format, and for
the purposes of our exercise, we want to fit our list on a single sheet.
Change the Paper/Style choice to Avery 5162 - Bar Codes. Incidentally,
M.O.M. supports most Avery label styles.
After making your label type selection,
Click on: Print Labels at the bottom left of the screen.
M.O.M. processes the mailing (all of the USPS data is gathered and the
list sorted) and then the Report Output Options screen is displayed.

Report Output
Options Screen
You’ve seen this screen many times during this Tutorial, and by this
time you’re probably an expert at using it. Remember, the Tutorial is
set to use your default printer, but you can select another printer from
the pull-down list. Select Print to print your labels.
Select Exit when you’re done to return to the Label Generation screen.
Select Close on the Label Generation screen to return to your Saved

Query and List.
Updating the Individual Customer Files with Mailing Information

Just one more thing to do! For the customers on our mailing list, we
want to record this mailing in their Customer Contact History screen.
On the main LMM screen,
Click on: Output

Create Catalog Contact Entries for Defined List
The Catalog Contact Entries for Defined List pop-up screen is
displayed.

Catalog
Contact Entries
for Defined List
Screen
For the Catalog Sent, enter or look up our 06SS - Summer

Spectacular Mailer as the code and select Process, then press OK to
confirm. The next time we look up one of the customers on our
mailing list, and view their Contact History information, we’ll see the
contact entry that we just created. This way we can keep a careful
record of everything we send to our customers.
Importing Prospective Customers

In Direct Marketing, there are different ways to obtain new Customer
Information other than orders, one way is through purchasing lists.
With The List Management Module, you can import Customer Lists into
M.O.M. with ease. The same great tools available in List Management
can also be applied to an imported list, such as introduction marketing
calls, mass emails and catalog labels. M.O.M. enables you to import
lists in multiple file formats and field arrangements.
On the main LMM screen:
Click on: File

Import Customer List
The customer file import screen is displayed.

Importing Prospective Customers
Customer
Import
Screen
In the list of file formats choose Excel Worksheet, then Select File
Name. In your Tutorial folder, select the file DEMOLIST.xls and click
Open.
With the file selected, we should then customize our import to match
the field order of the file. Our file consists of the following fields:
•Last Name
•First Name
•Company Name
•Address 1
•Address 2
•City
•State
•ZIP
•Phone
•Email
Choose Select Fields and a list of the fields will be displayed.

Customer Import
Field Selection
In the Selected Items List, click on the grey square next to the
Last Name field and drag it to the top of the list. Then click on the
Country Name field and select Remove, do the same for the following
fields.
•Customer Number
•Last Used Source Key
•Last Activity Date
•Customer Type 1
•Order Frequency
•Gross Order Amount
Finally in the Available Items list, click on Customer Email Address,
then click Include. Choose Save when finished.
Back in the Customer Import Screen, choose the radio button for the
option Match Names Against Customer File Before Importing.
This will match up the list we’re importing to our current M.O.M.
customer file, avoiding duplicate customer entry. Select Process to
begin the import.
Click on OK on the warning message. When the import preview

screen is displayed you can view the information in the file one last
time before you add it into M.O.M. Close the window when finished.
Other Features to Look at in the List Management Module
Then click Yes to append the file. Select No to when prompted to

save the import file layout.
Other Features to Look at in the List Management Module

On your own, you might want to explore some of the other include
and exclude options. If your company is internet savvy, take a look at
the e-mail and fax options available for the Print Notices for Defined
List function on the Output pull-down menu. With them you can do a
“broadcast” e-mail or fax to everybody on your list.
Also, take some time to explore the two options on the Maintain
menu.
Customer Demographics lets you create your own Customer

Information Demographics screens to capture special information
for your company.
RFM Analysis Settings lets you create a formula to automatically rate
your best customers based on the recency, frequency and monetary
values of their buying history.
Customer Deduplication lets you select various customer fields to
use as the deduplication criteria. You can choose to match across
the entire field or a defined number of characters per criteria.
Saved Query Screen Search lets you enter a search criteria to show
the available saved queries that match your criteria.
MS Word Merge lets you include customer keywords from M.O.M.
into an RTF document in Word. Selecting MS Word Merge and
choosing an RTF notice to edit places a keyword dropdown list into
Word. The keywords can be selected to be included within the RTF
notice.
That’s it, you’re done with this Lesson!

To return to the main M.O.M. screen from the LMM screen,
Click on: File

Exit & Return to M.O.M.

Lesson 11 Management Tools and Reports
Lesson 11
Management Tools and Reports

As M.O.M. helps you automate your day to day operations, you will
still need to be well informed of all your company’s activities. With
M.O.M.’s extensive reporting capabilities, you can obtain a clear
understanding of how every facet of your business is currently
operating with just a few clicks of your mouse.
Manager’s Dashboard
If you need a quick look at your company’s current activities, from
number of orders to the list of user’s logged in, from most popular
products to least productive sales persons, M.O.M. provides this for
you all from one screen. The Manager’s Dashboard gives you a fully
customizable and up to the minute look at various aspects of your
operation, and all of these reports can be sent via email or even as a
text message to your mobile device!
æ Note: Since the Tutorial Edition data is not continually updated, only
the “Orders on Review” screen will contain recent information.
On the menu bar:
Click On:
The Manager’s Dashboard is displayed.
Manager’s
Dashboard

Performance Analysis Reports
In the drop down menu choose one of the following:
Orders on Review- View a list of orders that have hit a preset stop
point and require a manager’s approval before being processed.
Review Lesson 6 A Quick Look at Other Order Processing Design
Options to view how these stop points may be modified.
User Activity- View a list of M.O.M. User ID’s and the time that each
user logged in and out along with the duration of their session.
Telemarketing Activity- With the optional Contact Management
Module, compare the number of Scheduled Calls for each User ID
to the number of completed and pending calls.
Packer’s Activity- View the amount of time each of your warehouse
personnel spend in the Packer’s Workstation.
Daily Order Activity- View a list of orders according to their current
status in the system, listed by customer name.
Staff Activity- View a list of your most productive or least productive
sales people by number of orders or total revenue and view a list of
users who have made the most or least price changes.
Product Performance- View a list of products grouped by popularity,
number of returns, inventory levels, and back orders.
Financial Activity- View the total amount of payments grouped by
Payment Method. Also view the total amount of revenue from
Orders, Current Receivables, Past Due Receivables, Quotes, Returns,
and Gift Certificates pending redemption.
Customer Information- View a list of customers grouped by order
activity, gross sales, order frequency and value. Also see the number
of Ordering Customers and Prospective Customers.

If you’re looking for the same type of information that is displayed in
the Manager’s Dashboard but in greater detail, the Performance
Analysis Reports are exactly what you need. To generate a
Performance Analysis Report:
Click on: Reports


Then select one of the reports available:
Product Performance and Analysis

Low Activity Product Report
Catalog Performance Report
Customer Performance Report
Source Key Performance Report
Selecting Criteria
for the
Product
Performance
Analysis Report
These reports give you much more options for viewing your data, you
can specify a date range, and other criteria such as stock items, and
order information.
Profit by Product Report

One of the most popular M.O.M. reports, the Profit by Product report
gives you a detailed look at the profitability of each product in your
M.O.M. system. View units sold, discounts, gross sales, gross profit,
commissions owed to sales people, and your profit margin all in one
report.
To generate a Profit by Product Report:
Click on: Reports

Profit and Response
Profit by Product

Lost Sales
The Profit by Product Report Screen is displayed.

Selecting Criteria
for
Profit by Product
Report
From this screen you can customize the report to generate for a
specific date range and limit the information to specific stock items,
order types, sales persons, etc.
To view our total profits for each product, in the Select Orders By list:
Click On: All

then,
Click On: Process

Lost Sales
M.O.M. gives you the tools to track virtually every aspect of the order
taking and fulfilment process, even during the occasions where
customers need to cancel an order.
When canceling an order, your Order Takers will be prompted to

choose a pre-established “Lost Sales” code that is associated with a
reason why the customer is cancelling the order. Using the Lost Sales

report, you can determine the most common reasons why customers
are canceling orders and take the necessary preventative steps.
To generate this report:
Click on: Reports

Profit and Response
Lost Sales
Selecting Criteria
for
Lost Sales Report
To view all of our lost sales, in the Select Orders By list:
Click On: All

then,
Click On: Process
Product Purchasing Forecast

Using the optional Advanced Inventory Module, you can forecast a
projected quantity of products to be ordered based on previous sales
history. When ordering inventory, M.O.M. will recommend a level of
inventory based on the forecast units while also taking into account
Purchase Orders that are pending delivery, Units in Stock, Units
Backordered, and the item’s preset inventory Low Level.

To view a forecast,
Click on: Product

Purchasing
Products Purchasing Forecast (AIM)
The Product’s Purchasing Forecast screen is displayed.
Product’s
Purchasing
Forecast
From this screen you can view a forecast that has already been
generated or click the Auto Forecast button to generate a new
forecast.
To view the forecasted information for an individual item,
Click on: an item from the list then

The View/Edit Product Forecast screen is displayed.

View/Edit
Product Forecast
You can browse the sales history and projected units from this screen,
broken down by either weeks or months.
With a forecast generated, M.O.M. makes your purchasing decisions

easier, using your sales history to make sure you stock only as much
inventory as you will need to fulfil orders while preventing costly
overstock. Review Lesson 8 Using the Purchasing Functions to see how
to generate purchase orders and receive inventory.


Lesson 12 Other Features To Try On Your Own
Lesson 12
Other Features To Try On Your Own

As you’ve seen, M.O.M. has many very powerful tools to help you run
your business, and this is only a small portion of M.O.M.! In the
previous chapters of this Learning Guide, you walked through some
examples that helped you become familiar with the way that M.O.M.
works. But, M.O.M. provides many other functions not described in
this Learning Guide. Here’s a suggested list of special things to look at
in more detail on your own.
SiteLINK Web Commerce Demo

Did you know that you can create a working web commerce site using
your M.O.M. Tutorial Edition? The SiteLINK option for M.O.M. makes it
possible. It even lets you automatically import orders from any file
layout by selecting the fields to import. Just contact your Dydacomp
Sales Representative, and they’ll set you up with a special web address
for your demo store. You will not believe how easy web commerce
can be with SiteLINK and Mail Order Manager working for your
business.
The SiteLINK User Reference Guide can be found in the Utils folder of
your Mail Order Manager Tutorial Edition CD.
Import Export Wizard

A feature of the Order Import/Export Module, the Import Export
Wizard gives you the ability to create customized import and export
files in the most popular file formats. The user friendly interface guides
you through analyzing outside import files and making the necessary
adjustments to read the file and bringing the information into M.O.M.
To try out the Import Export Wizard,
Click on: Options

Order Import/Export Module
Import Export Wizard

Advanced Warehouse Module

If you have more than one warehouse or need to manage order
processing at more than one location or by more than one person,
take some time to explore this optional module. Try setting up more
than one warehouse or assigning service regions to warehouses. On
the main M.O.M. screen, select Options and then Advanced
Warehouse Module. Also, try managing multiple packers using the
Warehouse Manager’s Station. On the main M.O.M. screen, select
Click on: Order

Process Orders
Warehouse Manager’s Station.
Advanced Inventory Module

M.O.M. enables you to take more control of your inventory with this
optional module. You can scan the products that you receive, import
or export inventory, reconcile received merchandise with supplier
invoices, and report on a supplier’s turnaround performance. On the
main M.O.M. screen, select Product and the features of this module
are designated with (AIM).
Point of Purchase (POP)

M.O.M. also accepts counter sales by providing an interface with cash
drawers, receipt printers, pole displays, as well as setting up individual
user settings. Like most M.O.M. features, POP can be tested in this trial
version. Refer to the reference Guide or Help screens. On the main
M.O.M. screen, select Options and then Point of Purchase Module.
User Security Controls

M.O.M. enables you to control exactly what functions and options
each person in your company can access. With M.O.M. you can create
predefined roles that have access to specific functions or you can
setup each user individually. On the main M.O.M. screen, select
Maintain, then System Information, and then User Security
Profiles.
Customizing Order Entry and Customer Entry

M.O.M. enables each company to tailor these functions to their own
specifications. Take a look at the options for yourself. On the main
M.O.M. screen, select Maintain, then System Information, and then
Global Parameters.

Lesson 12 Other Features To Try On Your Own
Select tabs for Customer Entry and Order Entry.
Individual User Preferences

To take the customization features one step further, M.O.M. also
provides individual user control over order entry, customer entry,
point of purchase settings, contact entry and general lookups. In other
words, everybody in your company can make their own settings to
make M.O.M. behave the way they want when entering an order or
looking up a customer. To explore this option, on the main M.O.M.
screen, select File and then My Preferences.
Customer Notices
Automate separate customer notices for order, delivery and shipped
notices by selecting Maintain, then System Information, and then
Global Parameters. When creating notices, you can select the type of
notice to send (customer/shipping/ordering, etc.), designate who will
receive the notice (multiple bill/ship addresses are available), and
choose keywords from a dropdown list which are automatically
customized by the type of notice selected. To create customer notices,
select Maintain, then Advertising Information and then Customer
Notices.
Important—The Last Word

Remember, you can install multiple copies of this Tutorial Edition.
When you give the Tutorial to other people to try, please start from the
beginning. To “reset” the Tutorial, please follow the instructions
provided in Chapter 2 of this Guide.
Everyone here at Dydacomp is very proud of M.O.M., and we hope

that you have enjoyed working through this Tutorial Edition. Thank
you for taking the time to explore the M.O.M. system with us!

Important—The Last Word

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User Learning Guide

Mail Order Manager®

Version 6.0 for Windows

Accumail is a registered trademark of Datatech

Version 6.0 for Windows

How to Use This Guide 1

Lesson 1 Getting Acquainted With Your Computer &

Computer Hardware and Software 3

Your Hard Disk and the Tutorial Edition CD 4

Your Computer Keyboard 4

Your Computer Mouse 5

More About Windows 5

Lesson 2 Getting Started With the Tutorial Edition 9

What You Need to Run the Tutorial Edition 9

How to Install the Tutorial Edition 10

Using the Tutorial Edition after Installation 10

M.O.M. User Learning Guide I

You’re Ready to Go! 11

Lesson 3 Traditional Order Entry and Review 13

Order Entry Example —An Order Inquiry 27

Order Entry Example —A Gift Order 38

Order Entry Example— A B-to-B Order 48

Order Review Example —Return and Exchange 54

Order Review Example —Order Inquiry 58

Lesson 4 eCommerce Order Import and Review 65

Order Management Modules 67

Web Auction Management Modules 68

Lesson 5 Using Other Customer Functions 71

Customer Accounts Receivable (A/R) 87

Completing an Outbound Telemarketing Call 91

Lesson 6 Processing Orders 97

II M.O.M. User Learning Guide

Step 1—Electronic Payment Processing 100

Step 2—Processing Orders in Batch and Printing Paperwork 103

A Quick Look at Other Order Processing Design Options 106

Manager’s Authorization Settings 108

Lesson 7 Setting Up A Stock Item 111

Setting Up General Information for the Item 115

Setting Up Inventory Information 117

Setting Up Supplier and Purchasing Information 119

Setting Up Selling Prices 123

Setting Up a Product Specific Customer Notice 127

Setting Up Special Order Entry Operator Information 128

Setting up the Auction Tab 129

Setting up the eComM Tab 131

For More Practice on Your Own 133

Lesson 8 Using the Purchasing Functions 135

Recording Product Order 137

Generating Purchase Orders 139

M.O.M. User Learning Guide III

Reviewing Purchase Orders 139

Printing Purchase Orders 142

Receiving Items from the Supplier 143

Paying Suppliers 147

Lesson 9 Daily Accounting Activities 151

The Bank Deposit Report 152

Exploring the Connection to Your Accounting System 154

Lesson 10 Creating a Mailing List 157

Working with the List 165

Importing Prospective Customers 171

Other Features to Look at in the List Management Module 174

Lesson 11 Management Tools and Reports 175

Performance Analysis Reports 176

Profit by Product Report 177

Dydacomp's Multichannel Order Manager 6 Learning Guide

Dydacomp's Multichannel Order Manager 6 Learning Guide