Dydacomp's Multichannel Order Manager 7i Setup Guide

Setup Guide
Mail Order Manager®
Version 7.0
Dydacomp
(800) 858-3666
www.dydacomp.com
UK Edition
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.
Accumail is a registered trademark of Datatech

Amazon is a registered trademark of Amazon.com, Inc.
Authorize.Net is a registered trademark of Authorize.Net Corp.
Avery is a registered trademark of Avery Dennison Corp.
Blackthorne Pro is a registered trademark of eBay Inc.
eBay is a registered trademark of eBay Inc.
FoxPro is a registered trademark of Microsoft, Inc.
IBM is a registered trademark of International Business Machines Corporation
Magtek is a registered trademark of Magtek, Inc.,
Microsoft is a registered trademark of Microsoft, Inc.
Microsoft Graph is a registered trademark of Microsoft, Inc.
Microsoft Office is a registered trademark of Microsoft, Inc.
Miva is a registered trademark of Miva, Inc.
MS Mail is a registered trademark of Microsoft, Inc.
MS Word is a registered trademark of Microsoft, Inc.
Novell Netware is a registered trademark of Novell, Inc.
R & R Report Writer is a registered trademark of Liveware Publishing, Inc.
Seller’s Assistant Pro is a registered trademark of eBay Inc.
Shopsite is a registered trademark of Shopsite, Inc.
SiteLINK is a registered trademark of Dydacomp
Transcell is a registered trademark of Transcell Technology, Inc.
UPS OnLine and UPS are registered trademarks of United Parcel Service
USPS and United States Postal Service are registered trademarks of the United States Postal Service
Windows is a registered trademark of Microsoft, Inc.
Yahoo is a registered trademark of Yahoo! Inc.
All other trademarks and copyrights are the property of their respective holders.
Version 7.0 for Windows

August 2009
Table of Contents
Table of Contents
Introduction 1
About this Guide 1
What You Need to Run M.O.M. 2
Special Paper Supplies 3
Installing the M.O.M. Software 4
Starting M.O.M. 6
Getting Information 6
Becoming Familiar with M.O.M. and Windows 9
Some Troubleshooting and Savings Tips 15
Backing Up Your Data 17
Chapter 1 Making Preliminary Settings 19

Setting Up System Users and Assigning Security Levels 20
User Password Controls 25
Setting Up Your Company Billing and Shipping Addresses 27
Setting Up User Defined Order Entry Preferences 29
Setting Up User Defined Contact Entry Preferences 30
Setting Up User Defined Customer Lookup Preferences 31
Setting Up User Defined Point Of Purchase Preferences 32
Setting Up User Defined General Lookup Preferences 34
Mail Order Manager Setup Guide i

Table of Contents
Customizing the Customer Entry Screens 36
Customizing the Order Entry Screens 40
Selecting Forms and Form Options 43
Customizing Order Processing 44
Manager’s Authorization Settings 48
Selecting Special Print Output Options 50
Setting Up Sales Commission Groups 51
Setting Up Product Mix & Match Codes 52
Chapter 2 Setting Up Suppliers and Stock Information

55
Setting Up Suppliers 56
Setting Up a New Stock Item 58
Setting up Supplier and Stock Item Demographics 60
Establishing Starting Inventory or Viewing Current Information 60
Establishing Return Preferences 61
Establishing Restricted Shipping Areas 61
Establishing Warehouse Locations for Items (Bins) 64
Establishing Inventory Low Level and Purchasing Levels 67
Establishing Special Selling Prices 69
Establishing Special Selling Prices to Groups of Items 71
Establishing Detailed Item Information 72
Establishing UPC, ISBN or Alternate IDs for a Stock Item 74
ii Mail Order Manager Setup Guide

Table of Contents
Establishing a Product Classification Code for a Stock Item 76
Establishing a Product Shipping Preference 76
Setting Up Shipping Information for an Item 77
Establishing Salesperson Commissions 78
Establishing Royalty Payments 79
Setting Up an Item-Specific Customer Notice 80
Setting Up Advanced Search Criteria 80
Setting Up Accounting Information for a Stock Item 81
Setting Up Special Types of Items 82
Complex Item Attribute Setup 101
Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion 105
Discontinuing an Item or Preventing an Item from Being Sold 108
Establishing Product and Supplier Return Codes 108
Establishing Order Hold Reason Codes 110
Establishing Lost Order Reason Codes 111
Renaming and Merging Stock Items 112
Renaming and Merging Suppliers 113
Changing Product Retail and Special Prices 114
Changing Product Vendor Prices 116
Printing Additional Stock ID Labels 117
Chapter 3 Setting Up Advertising and Marketing
Mail Order Manager Setup Guide iii

Table of Contents
Information 119
Setting Up Source Keys for Media Tracking 120
Setting Up Catalogs 121
Setting Up Customer Form Letters 125
Setting Up Pre-Defined Gift Greetings 130
Setting Up a Points and Rewards Program 132
Establishing RFM Analysis Settings 135
Creating a Default Advertising Message for Customer Invoices 138
Setting Up Order Type Codes 139
Setting up Order Promotions 140
Chapter 4 Setting Up Accounting Information 145

Setting Up Sales Taxes 146
Setting Up Credit Card Merchant Accounts 151
Setting Up Accounts Payable Terms for Suppliers 153
Setting Up Default Customer Terms 154
Setting Up COD and Open Invoice Order Payment Rules 156
Setting up Allowed Forms of Payment 157
Setting Up the General Ledger Interface 157
Establishing Inventory Valuation Method 162
Chapter 5 Setting Up Shipping Information 165

Setting Up Shipping Methods 166
iv Mail Order Manager Setup Guide

Table of Contents
Setting Up Carrier Zones and Rates for Shipping Methods 169
Establishing Customer Charges for Shipping Methods 173
Setting Up Special Shipping Charges for a Stock Item 177
Setting Up a Flat Rate Shipping Charge for a Source Key 178
Setting Up Call Tag (Return Label) Service 179
Determining Carrier Calculated Declared Value 181
Allocating COD Charges for Orders Shipped in Multiple Boxes 182
Setting up Interfaces with Shipping Carriers 184
Setting Up the Interface for an Electronic Bench Scale 184
Making Special Settings for Drop Shipments 185
Chapter 6 Setting Up Special Customer Information

187
Establishing Customer Type Codes 188
Creating Special Customer Demographics Information Screens 191
Establishing Customer Honorifics and Salutations 193
Chapter 7 Setting Up the Point of Purchase Module 197

Defining Settings for the Point of Purchase Module 198
Chapter 8 Setting Up Management Tools 201

Setting up the Manager’s Dashboard 202
Setting Up M.O.M. Chat 207
Chapter 9 Setting Up Demographics 209
Mail Order Manager Setup Guide v

Table of Contents
Creating Demographic Pages 210
Chapter 10 Setting Up the Interactive Credit Card

Authorization System 213
About the M.O.M. and SiteLINK Internet Gateway 214
Setting Up ICCAS 215
Chapter 11 Setting Up the Import/Export Module 217

Planning the Use of the Import/Export Module 218
Establishing Default Settings for Import or Export Sessions 220
Setting up an Import Profile using the Import Export Wizard 222
Chapter 12 Setting Up Multiple Companies & Inventory

Sharing 231
Setting Up Companies 232
Setting up Inventory Sharing 234
Chapter 13 Setting Up the Contact Management

Module 237
Creating Telemarketing Scripts 238
Entering Modem Settings for the Auto-Dialing Feature 240
Chapter 14 Setting Up the Advanced Warehouse

Module 243
Setting Up Warehouses 244
Setting Up Warehouse Service Regions 246
Setting Up Warehouse Use Preferences for Stock Items 248
Chapter 15 Setting up the Product Manufacturing
vi Mail Order Manager Setup Guide

Table of Contents
Module 251
Setting Up Manufacturing Stages 252
Setting up Manufactured Stock Items 254
Chapter 16 Setting up the Web Auction Management

Module 257
Setting up the interface with eBay’s Blackthorne Software 258
Setting up a Stock Item for Auction 259
Chapter 17 Setting up the Address Correction and

Validation Module 261
Setting up ACVM 262
Chapter 18 eCommerce Management Setup 265

Setting Up Multiple Stores for eCommerce Management 266
StoreFront Order Management Feed Setup 267
StoreFront Order Management Product Setup 270
Amazon Order Management Feed Setup 273
Amazon Order Management Product Setup 275
ShopSite Order Management Feed Setup 280
ShopSite Order Management Product Setup 283
Miva Order Management Feed Setup 285
Miva Order Management Product Setup 288
Yahoo Order Management Feed Setup 291
Yahoo Order Management Product Setup 295
Mail Order Manager Setup Guide vii

Table of Contents
viii Mail Order Manager Setup Guide

Introduction
Introduction
Welcome to Mail Order Manager (M.O.M.), the powerful software
package designed expressly for multi-channel, eCommerce, business-
to-business and business-to-consumer direct marketing, and catalog
merchants. M.O.M is designed to take advantage of the most
sophisticated techniques and programming devices available for
Windows software.
Because all of the essential business functions for direct marketing are
included in the software, M.O.M. provides a complete and cost-
effective automation solution for anyone selling products or services
by internet, mail, or phone. With M.O.M., each of the major
application areas of your business is expertly managed in one highly
integrated program and related modules, including:
online, mail, and phone order entry and order processing

inventory management and purchasing
customer and contact management
journal accounting and reporting
shipping control and shipping system interfaces
profit and response analysis
list management and mailing
subscription management
order import and export
sophisticated reporting using a relational database design
About this Guide

This guide is designed to help you find what you are looking for
quickly and easily. Each section is organized around the tasks that you
need to perform for your business. In addition, each page is designed
to let you locate and read only the information you need.
Mail Order Manager Setup Guide 1

Setting Up Mail Order Manager
What’s in this Guide

The contents are arranged to serve both as a source of reference and
as an instructional tool.
Introduction contains instructions for software installation and

provides other general information about the system.
Setting Up Mail Order Manager contains step by step instructions
on how to set up the databases for your stock items, advertising
information, accounting information, etc., as well as setting up the
optional modules available for M.O.M., such as the Interactive
Credit Card Authorization System and Contact Management module.
Conventions used in this Guide

The following conventions are used in this Guide.
Symbols
To enable you to more easily reference important information, the
following symbols are used as identifiers.
æ the
Note: This symbol identifies a note or additional information about
use of a particular field or option in the system.
è M.O.M.
Hint: This symbol identifies a suggestion for the application of a
feature or function.
ç particular
Warning! This symbol identifies a special advisement about a
condition or situation pertaining to a system function or
user procedure.
Click on: tells you to use your computer mouse for the procedure.
Type: tells you to type a specific word or command using your
computer keyboard.
What You Need to Run M.O.M.

The information below is provided as a quick summary.
System Processor and Operating System

M.O.M. for Windows requires a standard PC hardware/operating
system, including the following.
2 Mail Order Manager Setup Guide

Introduction
Pentium or Equivalent Processor 2.0 GHz

512 MB RAM Suggested, 1GB RAM Recommended.
32 Bit Versions Windows 2000, XP, Vista (Business or Ultimate
Editions Only), and Windows 7.
Hard Disk Drive with at least 5 GB of available space. On an
ongoing basis, 1 MB of storage per 1000 orders is recommended.
An Internet connection (for SiteLINK, ICCAS, eCommerce Modules,
and Internet Program Updates).
Networks
For network installations, M.O.M. supports any Windows compatible
LAN.
Printers
Many types of printers are available in today’s marketplace. Keep in
mind, M.O.M. can support multiple printers connected to your
computer. For this reason, different types of printers may be used.
Paper forms are available for both laser and tractor feed printers.
Special Paper Supplies

Depending on how you use M.O.M., and what forms you want to print
for your daily order processing, paper forms must be ordered for your
M.O.M. system. Special forms include the following.
INVOICES and PACKING SLIPS - imprinted with company logo in

single or multiple part with attached box labels or plain paper
invoice. Available in styles for laser printers and pin-feed printers.
PURCHASE ORDERS - imprinted for drop shipments and internally
fulfilled orders. Available in styles for laser printers and pin-feed
printers.
LETTERHEAD - for customer notices and plain paper invoices.
WINDOW ENVELOPE - for letterhead, invoices, purchase orders,
and statements.

CONTINUOUS CHECKS - imprinted for Accounts Payable and

customer Refund processing. Available in styles for pin-feed and
laser printers.
STATEMENTS - imprinted for Customer Statements. Available in
styles for laser printers and pin-feed printers.
GIFT CERTIFICATES - imprinted for laser printers.
LABELS - pressure-sensitive, imprinted with logo for shipping and/
or catalog mailing.
All special paper forms and labels used with Mail Order Manager are
available through Software Forms, Inc. 1- 800-651-FORM (3676).
Other Paper Supplies

Other paper supplies required, including Avery® labels, regular and
wide report paper, can be obtained from any office supply store.
Installing the M.O.M. Software

To install your M.O.M. software, follow the instructions that apply to
the M.O.M. system you have purchased, either the single station or
network version.
Main System Installation

1. Insert the CD labeled “Main System Installation” into your CD-ROM
drive.
2. If the Mail Order Manager System Installation menu is automatically
displayed, skip to Step 6 below.
3. In Windows, select the START button and choose Run.
4. Type: d:\setup, where d is the letter representing your CD-ROM
drive, and press Ñ.
5. On the Mail Order Manager System Installation menu, select the
“System Installation” option. Follow the instructions on the screen.
You will be able to choose the destination drive and directory
location for your actual system.
6. Once the installation process is complete, M.O.M. prompts you to
create your first user in the system. This user must be set up as an
authorization level of Owner/Operator.

Introduction
Installing and Setting Up the Additional Network

Workstations
There are two ways to set up additional workstations for access to your
M.O.M. system.
Method 1: CD-ROM Based Workstation Set Up
To use this set up option, each workstation must have a CD drive and
the following set up procedure must be run at each workstation.
1. Insert the CD labeled “Main System Installation” into the

workstation CD-ROM drive.
2. If the Mail Order Manager System Installation menu is automatically
displayed, skip to Step 6 below.
4. Type: d:\setup, where d is the letter representing your CD-ROM
drive, and press Ñ.
5. On the Mail Order Manager System Installation menu, select the
“Workstation Install” option.
6. Follow the instructions on the screen.
7. Once the installation process is complete, M.O.M. prompts you to
create your first user in the system. This user must be set up as an
authorization level of Owner/Operator.
Method 2 - LAN Drive Based Workstation Set Up
This set up option is suggested for more than 3 stations.
Copy the contents of the d:\workstn directory located on the CD-ROM

to any LAN drive, into a directory with the same name (such as
f:\workstn). Be sure to include all sub-directories. You can use
Windows Explorer or use a DOS copy command such as:
XCOPY D:\WORKSTN F:\WORKSTN /S
At each workstation:

9. Type: f:\workstn\disk1\setup, where f is the letter representing
your LAN drive, and press Ñ.
10. Follow the instructions on the screen.

11. Repeat these steps at each workstation where M.O.M. will be used.
You may wish to leave this directory in place for future workstation
set ups.
Starting M.O.M.
Once M.O.M. is installed, to start the program at any workstation,
Click on:Start
Programs
Dydacomp Development Corp
Workstation Install 7i
Launch M.O.M. 7i
OR, on your Windows desktop,
Double Click on:

You will be asked to create a Password that conforms with a set of
requirements. For more information, see User Password Controls on
page 25.
Getting Information
The user documentation for your M.O.M. system consists of three
major components, each one designed to help you in a specific way.
In addition, technical support is also available.
To obtain copies of this documentation, log on to the Dydacomp

Online Technical Support Site at http://www.dydacomp.com/support/
login.asp and navigate to the documentation section.
User Learning Guide

The Mail Order Manager User Learning Guide is a companion book to
the User Reference Guide. The Learning Guide is designed to help the
new user learn how to use M.O.M.’s most common functions.
It is designed to be used interactively with the M.O.M. Tutorial Edition

software.
The User Learning Guide addresses the following activities:

Introduction
Entering and Reviewing Orders

Working with Customer Information
Importing Orders
Processing Orders
Setting Up a Stock Item
Using the Purchasing Functions
Using the Management Tools
Using the eCommerce Management Modules
Daily Accounting Activities
Creating a Mailing List
Mail Order Manager On-Line Help

M.O.M. for Windows includes extensive help that you can access
quickly and easily when you need detailed information on a feature.
There are three different types of on-line help available.
1. Help for Buttons tells you 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.
Help for Tool Bar
Buttons
2. Screen Level Help explains the purpose and use of the screen and
includes definitions for the fields on the screen. To access the
screen level help for a screen, press ¿ on the screen or on the Tool
Bar,
Click on:
3. Search-For Help lets you search the entire on-line help system for
help on a particular topic. To access the search, select Help on the
Menu Bar. Then select Search For Help On...
To help you find related information, all of the Help screens in M.O.M.
contain “hypertext” links (cross-references) to other related Help

topics. To “jump” to another topic, double click on any green line to

see details on that topic.
User Reference Guide

The purpose of the M.O.M. User Reference Guide is to help you easily
find the information you need according to the task that you are
completing. The User Reference Guide also includes cross-references
to M.O.M.’s on-line help that you can use with the “Search-For” option
in the on-line help system. In the guide, the cross-references look like
this:
For information about See

Documentation components Documentation
Technical Support
As a licensed M.O.M. user, you receive the highest level of technical
assistance, Dydacomp Development Corporation provides complete
product support, including the following:
US User Support
Telephone support during normal business hours, Monday through
Thursday, 9:00 am to 7:00 pm and Friday, 9:00 am to 5:00 pm EST,
1-973-237-0300.
FAX support at 1-973-237-9039
E-mail support at support@dydacomp.com
Web based help, knowledge base, and online ticketing at
support.dydacomp.com
UK User Support
Telephone support during normal business hours, Monday through
Friday, 9:00am to 6:00 pm GMT, 0871 522 1245.
FAX support at 0870 832 9595.
E-mail support at support@mailsolve.com
Web based help, knowledge base, and online ticketing at
support.dydacomp.com
As a new client, you may have been provided with a free period of
support. After this period, you may purchase extensions to your
support contract. Prior to the anniversary date of your purchase,
Dydacomp automatically notifies you to ensure that your support
service continues uninterrupted. In order for us to better assist you,
please reference your M.O.M. license number when contacting

Introduction
technical support.
Becoming Familiar with M.O.M. and Windows

If you’ve used Windows before, everything about M.O.M. will already
seem very familiar. The menu design and the ways 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.
Menus
There are two types of menus in M.O.M. for Windows.
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.
MOM Options
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

Each option on the Menu Bar 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, menu options, push-buttons, and
other graphical selections have 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

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. To use the Tool Bar, just click on the button.
Lookup Screens
The Lookup screen is one of the most useful and powerful tools in
M.O.M. Throughout the system, it can be used to find any one of the
maintainable objects in the system (Source Key, Stock Item, User,
Catalog Code, etc.) using virtually any piece of information about that
object.
Lookup Screen

Introduction
The top line of fields, LOOKUP ON, CONDITION, and VALUE work
together to express the formula to be used as the lookup criteria.
1. Use the LOOKUP ON pull-down menu to select the piece of

information about the object to be used as the lookup criteria.
2. Use the CONDITION pull-down menu to specify the way the
lookup matches are to be determined based on the VALUE. For
instance, equals, greater than, contains, etc.
3. Enter the VALUE to be used to determine a match and press Ñ.
The results of the search are displayed in the list.
4. Optionally, use the SORT BY pull-down menu to sort the list using
a specific piece of information.
5. Optionally, use the THIRD COLUMN pull-down menu to show a
specific piece of information in the third column of the list.
For example, a supplier of ours, the American Exercise Supply

Company (AES) has gone out of business. We buy many items from
them and want to make sure that we enter a new supplier code for
each of these items. Therefore we need to look up the stock items for
that supplier and make the appropriate changes.
LOOKUP ON - We would select Current Distributor, because we are

basing the lookup on the supplier of the items.
CONDITION - We would select EQUALS, because we are basing our

lookup on the supplier code for the American Exercise Company.
VALUE - We would enter AES, the supplier code for the American
Exercise Supply Company.
Press Ñ and the stock items for that supplier are listed.
æ Note: The lookup parameters selected above are optionally saved by

user ID for the next lookup depending on the preferred setup by
that user. See Setting Up User Defined General Lookup Preferences
on page 34 of this guide.
è the
Hint: Place the cursor in the Value field and press ENTER to view
list of all stock items
Multi-Select Screens
Like the Lookup screens, the Multi-Select screens let you find one or

more of the maintainable objects in M.O.M. and then allows you to

select either one or several of these items to create a list. These screens
are used throughout M.O.M. but mostly for generating reports.
Multi- Select
Screen
The three fields on the top of the screen are used the same way as on
the Lookup screen, except the first field is called SELECT ON instead
of LOOKUP ON.
The items that match the criteria you specified are then listed in the
Available Items box.
1. To select items from the Available Items List, highlight the item and
select the INCLUDE button or “drag and drop” the item with your
mouse into the Selected Items List box.
2. To include all of the items in the Available Items box select the
INCLUDE ALL button.
3. If you wish to remove an item from the Selected Items List, select
the REMOVE button or “drag and drop” the item with your mouse
back into the Available Item List box.
4. To remove all of the items from the Selected Items box, select the
REMOVE ALL button.
For example, we want to run a Master Inventory report, but we only
want to include only the stock items that cost over $100.
SELECT ON - We would select PRICE, because we are basing the

Introduction
lookup on the price of the items.
CONDITION - We would select GREATER THAN, because we are

basing our lookup on items over $100.
VALUE - We would enter 100.
Press Ñ and the stock items over $100 are listed in the Available
Items List box. We want to run the report for all of these items so we
select the INCLUDE ALL button, and all of the items are then added to
the Selected Items List box.
æ user
Note: The lookup parameters selected above are optionally saved by
ID for the next lookup depending on the preferred setup by
that user. See Setting Up User Defined General Lookup Preferences in
Chapter 1 of this guide.
Report Output Options Screen

Whenever something is printed in M.O.M., whether automatically or
by using the PRINT button on a screen, the Report Output Options
screen is displayed. There are many options available for use on this
screen.
Report Output
Options
Printing, Viewing, Emailing, Saving or Graphing

1. Use the pull-down menu to select the printer or device.
2. Optionally, select the SETUP button to define page orientation, tray
selection, etc. for the printer or device.
3. Optionally, select the MORE>>> button to display the Page Range

options. (Shown in the screen above.) Use the radio buttons to
select all pages (the default), just the first page, or a range of pages.
Select Print to File to send the entire output to a Excel file instead
of a printer for use at a later time. If this option is selected, you are
prompted for the file name when you select the PRINT button in
Step 7 which follows.
4. To close the Page Range options, select the LESS<<< button.
5. To view the output on your screen, select the VIEW button.
6. For certain reports you can graph the output, simply select the
GRAPH button.
7. For certain reports you can also use the SAVE FILE button to save
the report as a PDF file. M.O.M. uses a built-in PDF writer to create
a PDF file, you will then be prompted for a destination for the
saved file.
8. To print the output to the printer selected in Step 1, select the
PRINT button.
9. To exit after printing or viewing, select EXIT.
æ Note: The print settings selected above are saved by user ID as the
default for the particular report that you are processing. For
example, for one report, you might want to print to your laser
printer, on another report you may want to print to file and export
to a spreadsheet. M.O.M. saves the settings as the default for each
of these users. Settings can be changed ny pressing the SETUP
button.
Creating an Excel File

1. To create an Excel file of the output,
Click on:
2. Enter the path and file name.
3. Select the EXIT button to create the file.
Sending a Report Via E-mail

M.O.M. can send most reports as an e-mail attachment using a
workstation that has access to Microsoft Outlook or an SMTP Server.
1. To send a report as an attachment,

Introduction
Click on:
The MOM Email screen is displayed.
MOM Email
2. FIll in the fields and choose Save.
Some Troubleshooting and Savings Tips

This section contains important information about protecting the
integrity of your data and guarding against loss of data.
Reindexing
The M.O.M. index files act as “pointers” to the rest of the data files.
They tell the program exactly “where” a certain customer, order, etc.
resides on the hard disk. If these files are corrupted, M.O.M. will not
function correctly or be able to find information correctly. M.O.M. is
equipped with an automatic reindexing feature, so reindexing is easy.
When to Reindex
Index files are usually corrupted when the M.O.M. program is exited
improperly or when an electrical or hardware failure occurs during
use. If M.O.M is unable to “find” an order or customer that is known to
be on file in the system, you more than likely to have a corrupted
index. In this case, it is necessary to rebuild the corrupted index files
to bring back this “lost” information.

How to Reindex
To reindex M.O.M., follow this procedure.
1. Make sure that all users are logged out of M.O.M.
ç M.O.M.
Warning: It is absolutely necessary to have exclusive use of the
system when reindexing.
2. On the Main Menu Bar,
Click on:File
Reindex System Files
The Reindex Database(s) Selection screen is displayed.
Reindex
Database(s)
Selection
Screen
3. Select the files you need to reindex. For instance, in the Customer
File, the indexes are the Last Name, Company Name, ZIP Code,
Phone Number, Customer Number, and Alternate Customer
Number.
4. Select the INCLUDE and REMOVE buttons (or “drag and drop” with
your mouse) to create the Selected Items List of files to be
reindexed.
5. Select the REINDEX button to rebuild the indexes.
ç Warning! Reindexing is not a “cure-all” program. If problems persist

after reindexing, contact a Dydacomp Technical Support
representative.
6. Check the option Perform Additional Checks for Data Integrity,
to view additional tools for cleaning your database tables.

Introduction
Backing Up Your Data

Please remember, accurate data is your most valuable asset. The way
to keep data safe and up-to-date is to back up frequently! Protect your
business from data loss! The most common reason for data loss is
hardware or electrical failure. To avoid any problems associated with
these conditions, it is strongly suggested that all files associated with
M.O.M. and its databases be backed up regularly and frequently.
Archive all back-up copies in a safe place. If you have a lot of data,
you might want to consider using a streaming tape backup system.
Depending on which operating system and version you are running,
back-up and restore procedures vary. Consult your operating system
reference manual for specific procedures.
Routine Back-ups
Most users back-up their data based on the volume of orders entered.
If you have a high volume of data, back-up every day. If you have just
a few orders per day, you might only need to back up every other day
or even once a week. If your business is phone order generated, you
should back-up very frequently because there is no written audit trail.
Special Situations
In addition to routine back-ups, back-up your data before:
Running either the Post A/R or Post A/P functions in M.O.M., since
posted information is finalized in the general ledger
Your computer or network server is repaired or moved
Any type of electrical or construction work is done in the vicinity of
your computer or network server
Attempting to install an option, update or new release of M.O.M. or
any other software
Disclaimer
Dydacomp is not responsible for any lost data due to user negligence
in performing routine or special situation back-ups.

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Chapter 1 Making Preliminary Settings
Chapter 1
Making Preliminary Settings

This chapter provides detailed instruction on the following:
Setting Up System Users and Assigning Security Levels

User Password Controls
Setting Up Your Company Billing and Shipping Addresses
Setting Up User Defined Order Entry Preferences
Setting Up User Defined Contact Entry Preferences
Setting Up User Defined Customer Lookup Preferences
Setting Up User Defined Point Of Purchase Preferences
Setting Up User Defined General Lookup Preferences
Customizing the Customer Entry Screens
Customizing the Order Entry Screens
Selecting Forms and Form Options
Customizing Order Processing
Manager’s Authorization Settings
Selecting Special Print Output Options
Setting Up Sales Commission Groups

Setting Up System Users and Assigning Security Levels

Each person in your organization who uses Mail Order Manager needs
to have a unique identification code. This identification code is used
throughout M.O.M. to track each customer transaction and customer
contact. The code lets you determine who took a customer order, who
talked to a customer, who processed a payment, etc.
The identification code also enables you, the business operator or

owner, to control what M.O.M. functions and options each user may
access. These functions can be defined in a User Role then applied to
individual users.
User Role Setup

To set up a new role or to change the information for an existing role,

Click on: Maintain
System Information
User Security Profiles
User Role Profiles
The User Role ID Lookup screen is displayed.
2. For an existing user, use the lookup screen to find and select the
user and display the User ID Information screen.
For a new user, select the NEW button to display the User Role
Information screen.

.
User Role
Information
3. Enter an ID code for the new role and complete the other fields as
required.
4. If the new role will be applied to the sales people in your
organization, check the User is a Salesperson box. Those users
that are classified as salespersons are included in the commissions
calculations of the Profit by Product Report. Optionally, select a
Sales Commission Group to which the salesperson belongs.
æ Note: Sales Commission Groups must be setup in advance of setting

up salespersons. See Setting Up Sales Commission Groups later in
this chapter.
5. If the user is a salesperson, and has their own commission structure
(not those in the Sales Commission Group) check the box titled
Use Special Commission Calculations for This Salesperson.
Enter commissions calculations based on Selling Price, Gross
Profit, or Net Profit. Any combination of fields can be used.
6. If the new user does picking and/or packing using the Packer’s
Workstation for order processing, select the User is a Picker/
Packer. This field is only used when the Advanced Warehouse
Module is installed with your M.O.M. system. If it is not installed,
the field is dimmed.
7. If the user is a cashier, check the box User is A Cashier (POP). If
the user has been assigned to a warehouse, then the user is
assigned to the retail location at that warehouse. All product
depletion will be taken from the assigned warehouse.
8. If the user will be running Manufactured Items through their

necessary Manufacturing stages, check the option User is a

Manufacturing Operator, see Setting up the Product
Manufacturing Module in Chapter 15 of this guide.
9. If the user is assigned to just one single warehouse, check the box
User is Permanently Assigned to Warehouse and select the
warehouse in the pull-down list.
10. For Users who need access to the Manager’s Dashboard, check the
option Enable Manager’s Dashboard, see Setting up the
Manager’s Dashboard in Chapter 8 of this guide.
11. For new users or users that need to have each order approved by a
manager, check the option User is a Trainee. This will mark every
order as “On Review”, see Manager’s Authorization Settings in
12. The option User is a Manager with Authorization Rights, gives a
user the ability to approve orders that are “On Review,” see
Manager’s Authorization Settings in Chapter 1 of this guide.
13. The option User cannot close MOM Chat Window, prevents
users exiting out of the M.O.M. Chat screen.
14. Finally customize the User Roles restrictions using the options in the
Allow/Restrict Additional Options tab.
Individual User Setup

Setting up a new user or to change the information for an existing
user,

Maintain
Click on:
System Information
User Profiles
The User ID Lookup screen is displayed.
2. For an existing user, use the lookup screen to find and select the
user and display the User ID Information screen.
For a new user, select the NEW button to display the User ID
Information screen.

User
Information
3. Enter an ID code for the new user and complete the other fields as
required.
4. Enter a Password for this user. For more information on the
Password Control features, see User Password Controls on page 25.
5. Optionally, choose the requirement that the User must Change
the Password at the Next Logon.
6. Optionally, select the option, to allow users to change their own
passwords through the User Preference screen. For more
information on setting User Preferences, see the section starting
with Setting Up User Defined Order Entry Preferences on page 29.
7. Select the MOM Security Type from the list. This will consist of
any M.O.M. User Roles that you may have setup in the previous
section of this chapter.
Select the option Use Standard MOM Authorization Levels from the
list to use one of the M.O.M. Preset Authorization Levels.There are five
pre-established Authorization Levels available.
æ specific
Note: Any level can be customized by restricting and/or allowing
options and functions. To customize a level, select the
Allow/Restrict Additional Options tab.
ç toWarning! After installation is complete, the installer only has access

the Maintain User function. It is important that the first New User
that is setup after installation be given the Owner/Operator

Authorization Level to insure access to the Maintain User function

for at least one individual in your organization.
8. If the new user is a salesperson in your organization, check the
User is a Salesperson box. Those users that are classified as
salespersons are included in the commissions calculations of the
Profit by Product Report. Optionally, select a Sales Commission
Group to which the salesperson belongs.
æ Note: Sales Commission Groups must be setup in advance of setting

up salespersons. See Setting Up Sales Commission Groups later in
this chapter.
9. If the user is a salesperson, and has their own commission structure
(not those in the Sales Commission Group) check the box titled
Use Special Commission Calculations for This Salesperson.
Enter commissions calculations based on Selling Price, Gross
Profit, or Net Profit. Any combination of fields can be used.
10. If the new user does picking and/or packing using the Packer’s
Workstation for order processing, select the User is a Picker/
Packer. This field is only used when the Advanced Warehouse
Module is installed with your M.O.M. system. If it is not installed,
the field is dimmed.
11. For users of the Point of Purchase Module, if the user is a cashier,
check the box User is A Cashier (POP). If the user has been
assigned to a warehouse, then the user is assigned to the retail
location at that warehouse. All product depletion will be taken from
the assigned warehouse.
12. For users of the Product Manufacturing Module, check the box User
is a Manufacturing Operator to allow the selected user access to the
Manufacturing Workstation. See Chapter 15 Using the Product
Manufacturing Module in the M.O.M. User Reference Guide for
more information.
13. If the user is assigned to just one single warehouse, check the box
User is Permanently Assigned to Warehouse and select the
warehouse in the pull-down list.
14. For Users who need access to the Manager’s Dashboard, check the
option Enable Manager’s Dashboard, see Setting up the
Manager’s Dashboard on Chapter 8 of this guide.
15. For new users or users that need to have each order approved by a
manager, check the option User is a Trainee. This will mark every
order as “On Review”, see Manager’s Authorization Settings in

16. The option User is a Manager with Authorization Rights, gives a

user the ability to approve orders that are “On Review,” see
Manager’s Authorization Settings in Chapter 1 of this guide.
17. The option User cannot close MOM Chat Window, prevents
users exiting out of the M.O.M. Chat screen
See Also
Mail Order Manager Help
Setting up and Maintaining Roles User Role Maintenance
Setting up and Maintaining users User ID Maintenance
Customizing Authorization Levels User Security
User Password Controls

Protecting customer information should be a top priority for your
business. Customers are entrusting you with personal information
under the expectation that it will be kept safe. Additionally,
organizations such as the Payment Card Industry (PCI) have strict
requirements for how information can be stored and accessed. M.O.M.
keeps customer information safe by uniquely encrypting credit card
information within the databases, and controlling user access to
sensitive information through the User Security Profiles detailed in the
previous section. The User Password Controls allows M.O.M. to keep
those User Profiles safe from unauthorized entry.
Setting Up Password Requirements

To display the settings for the User Password Controls,

Click on: Maintain
System Information
Global Parameters
2. Select the Security tab.

Global Parameters
Security Tab
3. In the Account Locking section, enter the number of Failed Login

Attempts a user can conduct before the user’s account is locked.
4. Choose one or both of the following unlocking policies:
Choose to automatically unlock the account after a specified number
of minutes has passed.
Enable password reset abilities to users who are set as Owner/
Operator or who have the specific ability unlocked in the User
Security Profile under the Maintain Menu Options, Unlock User
Accounts.
5. In the Password Policy section, choose either or both of the
following options:
The Allow Blank Password option gives users the ability to create
a login ID that does not require a password or the password does
not have to conform to generally accepted password standards.
The Enforce Strict Passwords options allows you to set an
expiration date for entered passwords and also prevent passwords
from being reused after they have expired.
ç password
Warning! When logging into M.O.M. 7i for the first time, the strict
options will be enabled. The first user logging in must
enter a password that adheres to the new requirements. ALL
passwords must be LONGER THAN 7 CHARACTERS.
Entering a New Password

When entering a password under the Strict Password requirements you

must enter a password that conforms to the listed rules. If using the
option to Allow Blank Passwords, you can simply enter any password
that is between 7-15 characters.
ç versions
Warning! Passwords are now case sensitive. For users of previous
of M.O.M., If you disable the password options and simply
use the same passwords as in the previous version, you must enter
the password in capital letters.
Setting Up Your Company Billing and Shipping Addresses

M.O.M. enables you to define a billing address and optionally a
shipping address for your company. These addresses are printed on
those “non-imprinted” business forms that you use with your M.O.M.
software. Of course, if you purchase some or all of your forms
imprinted, with your company name, address and/or logo, this
information would not be printed on those forms.
See Selecting Forms and Form Options later in this chapter.
To enter or change a billing and/or shipping address for your

company,

Click on: Maintain
System Information
Global Parameters
The Global Parameter Maintenance screen is displayed.

2. Select the Company Address tab.

Company
Billing and
Shipping
Addresses
3. Type in your company’s Billing Address.

4. Type in your company’s main Phone number.
5. Select the Country in which your company operates.
æ Apply
Note: For companies located in Canada, a checkbox will appear to
Compounded Sales Tax (Quebec Only). This will set M.O.M. to
charge tax to the retail price of the item and the GST. The tax rate
must be set for the Quebec province in Maintain > Accounting
Information > Sales Tax Tables.
6. Type in the State Code or province for your company.
7. Type in your company’s Shipping Address to be printed on
purchase orders to your suppliers.
8. Optionally, the Setup Country’s Phone Entry Format enable you
to select a country from the SETUP PHONE FORMAT FOR
dropdown menu and type in the PHONE FORMAT.
9. Optionally, type in the Ship from Address Format to Appear on
Shipping Labels. Select VIEW SAMPLE FOR for a preview of how
the label will appear.
æ Advanced
Note: If you are using multiple warehouses with the optional
Warehouse Module, enter a default shipping address; i.e.,
your main warehouse or selling location.

See Also
Company Name and Address Global Parameters
Maintenance-Company Address
Multiple Warehouses Advanced Warehouse Module
Setting Up User Defined Order Entry Preferences

M.O.M. enables each user to establish “time saving” preferences for an
order. These preferences can be changed as often as required by each
user.
To establish user order entry preferences,

Click on: File
My Preferences
The User Defined Preferences screen is displayed.
2. Select the Order tab.

User Defined
Preferences -
Order Tab

3. Optionally, enter one or more of the defaults to be used on all

orders entered by you. These defaults are Shipping Method,
Source Key, Catalog Code, Sales ID, Order # To Use As A
Permanent Template, Order Type, Order Priority and Other
Search in Order Lookup. These will only be used as defaults, and
can be changed in each new order as required.
See Also
User Defined Preferences User Defined Preferences -
Order Tab
Setting Up User Defined Contact Entry Preferences

M.O.M. enables each user to establish “time saving” preferences for
contact entry. These preferences can be changed as often as required
by each user.
To establish user contact entry preferences,
Click on: File

My Preferences

2. Select the Contact tab.

User Defined
Preferences -
Contact Tab
3. Optionally, select which one of the two tabs in Contact Entry you
want to be displayed as a default. Also, optionally, select a default
Catalog Code and or Customer Notice to send to each contact entry.
Finally, select to automatically default the check box to “Yes” for
the Print a Catalog Mailing Label for each contact entry.
When you enter a new contact for a customer, Print a Catalog Mailing
Label is automatically selected.
See Also
Contact Tab
Setting Up User Defined Customer Lookup Preferences

customer lookup. These preferences can be changed as often as
required by each user.
To establish user customer lookup preferences,

Click on: File
My Preferences

The User Defined Order screen is displayed.
2. Select the Customer tab.

User Defined
Preferences -
Customer Tab
3. Optionally, select the default Customer Lookup Search, Customer

Lookup Third Column and Tab in Customer to customize your use
of those features in M.O.M.
4. Optionally, use the Retain Last Customer Lookup Criteria check box
to retain the last customer lookup criteria the next time you open
the Customer Lookup screen.
See Also
Customer Tab
Setting Up User Defined Point Of Purchase Preferences

Point Of Purchase. These preferences can be changed as often as
required by each user.
To establish user Point Of Purchase preferences,


Click on: File
My Preferences
2. Select the POP tab.

User Defined
Preferences -
POP Tab
3. Select the Type of Cash Drawer being used: either No Built-in Slip-
in slot for Checks & Credit Card Receipts or Built-in Slip-in
slot for Checks & Credit Card Receipts
4. Select the printer for POP receipts by using the pull-down menu in
the Printer for POP Receipts field.
5. If you are using a cash drawer with your workstation, enter the cash
drawer open sequence in the Cash Drawer Open Sequence field,
the cut sequence in the Cut Sequence field, the color sequence if
your printer will print Red ink in the Color Sequence (Red) field,
the color sequence for the black ink in the Default Color
Sequence (Black) field.
æ Note: If you are using a special receipt printer, you must install it in
your Windows settings as you would any other printer for
Windows.
6. Select the Pole Display Interface Port if you will be using a pole
display.

7. Optionally, enter a Welcome Message to be Shown on The Pole

Display and Goodbye Message to be Shown on The Pole
Display. This may be a promotion message or a “Thank you for
Shopping at Our Store”.
See Also
User Defined Preferences User Defined Preferences - POP Tab
Setting Up User Defined General Lookup Preferences

order and product lookup. These preferences can be changed as often
as required by each user.
To establish user order and product lookup preferences,

Click on: File
My Preferences
2. Select the General tab.

User Defined
Preferences -
General Tab

3. Optionally, select the Always go to Main Address whenever

looking up Contacts, Ship-Tos, Gift Recipients, Mailing and
Alternate Addresses check box to automatically default to a main
or primary address in M.O.M. whenever you search and find a
related address such as a ship-to address, gift-to address, contact
name, etc.
4. Optionally, select the Do not use the Selling Tools Feature
checkbox to disable cross-sell, up-sell, substitution and promotion
selling tools.
5. Optionally, select the Remember the Last Value used in
Lookups checkbox to automatically display the last value in your
lookup screens.
6. In the F2 Product Lookup Search Criteria section of the screen, you
may select to automatically use Full Lookup or Advanced Search
Criteria when pressing the F2 key otherwise, Full Lookup is the
default.
SMTP E-Mail Settings

For users who have direct access to an e-mail server, either on their
own network or through the internet, M.O.M. can send emails directly
through the server without the need of using e-mail programs such as
Outlook. Using SMTP (Simple Mail Transfer Protocol) M.O.M. can send
emails for notices and reports while bypassing any security restrictions
setup in place by your e-mail program.
While in the User Defined Preferences General Tab,
1. Check the option Use an SMTP Server for Sending E-Mails.

2. Enter the location of your Server in the SMTP Server field.
æ addresses
Note: Accepts either domain names (mail.yourdomain.com) or IP
(e.g., 192.168.0.1) for your Server location.
3. Enter the User Name and Password you use to access the e-mail
server.
4. Enter an e-mail address in the From E-Mail Address that you
would like all the emails to be addressed from.
5. Finally enter the SMTP settings used to communicate with the
server, check your Network Administrator for guidance.
6. Use the TEST EMAIL SETTINGS button to verify that you have
access to the directories needed to send emails.

7. Use the TEST STANDARD EMAIL button to bring up the M.O.M. e-

mail screen, send an e-mail to your own e-mail address in order to
verify that all the settings are correct.
See Also
General Tab
Advanced Search Criteria Global Parameters Maintenance
Miscellaneous
Customizing the Customer Entry Screens

The Customer Lookup and Customer Information screens are used
throughout your M.O.M. system to find and view information about a
customer in the database. To enable you to better use these screens,
several customization options are provided to let you tailor M.O.M. to
best suit the needs of your customer service staff.
Customer Lookup - Defining the Cursor Sequence

There are seven fields that can be used to search for a customer on the
Customer and Order Lookup screen.
Last Name
Company Name
ZIP Code
Phone Number
Customer Number
Alternate Customer Number
E-mail Address
A retail mail order company may always want to start with the Last
Name of the customer. A business-to-business company may always
want to start with the Company Name field. To establish the sequence
for the cursor through these seven fields for your company,

Click on:Maintain
System Information
Global Parameters

2. Select the Customer Entry tab.

Customer Entry
Tab in
Maintain
Global
Parameters
3. The list of fields in the Customer Lookup Sequence box are

arranged using the Windows “mover bars.” Use your mouse to click
and drag to arrange the fields in the sequence desired with the top
field in the list being the first field in the cursor sequence. The
sequence can be changed at any time.
4. Check Also include First Name in Lookup to enable your
customer service staff to include first name and last name for a more
precise search.
5. Check Use Sound Search on Last Name Lookup to enable
lookup based on names that “sound alike” as well as names
“spelled alike.” This enables an entry of JONZ to produce a list of
names including JOANS, JONES and JONZ.
æ Note: Names that “sound alike” are included at the bottom of lists of
matches in the customer search screens.
Automatic Formatting for New Customer Entry

To improve the speed of the keying process for a new customer,
M.O.M. provides three different options for keying in a new customer
name and address.
To set these options for your company,


Click on:Maintain
System Information
Global Parameters
2. Select the Customer Entry tab. (See the previous screen.)

3. Select one of the three options for Format for Name and Address.
The Initial Caps and Upper Case options are applied no matter how
the name is typed. Free Form preserves the upper and lower cases
as typed by the operator.
Alternate Customer Number Field for Lookup

As another means of simplifying the task of “finding” a customer in
your database, you can create a customized Alternate Customer
Number by combining various database fields of customer information
into one single XBASE expression. For instance, you could combine
the Last Name of the Customer with ZIP code and phone number area
code to create a single lookup field. When customer Smith of Wayne,
NJ (ZIP Code = 07470 and area code = 201) calls to place another
order, you would enter SMITH07470201 in the Alternate Customer
Number field to find an exact match.
Once the Alternate Customer Number field is defined as an XBASE

expression, M.O.M. automatically creates the unique number for each
customer in the database.
æ alternate
Note: If you change the XBASE expression, M.O.M. gives a new
customer number to each customer that has a blank
Alternate # field.
To create an Alternate Customer Number,

Click on:Maintain
System Information
Global Parameters
2. Select the Customer Entry tab. (See the previous screen.)

3. Consult the Customer File (CUST.DBF) in the Data Dictionary in the
M.O.M. On-Line Help and enter one or more field names in XBASE
format in the XBASE Expression for Alternate Customer

Number field. When combining field names, be sure to separate
the fields with +. For example,
4. STR(CUSTNUM)+ZIPCODE+SUBSTR(PHONE,2,3)
è Hint: Use the BUILD button to help you create the expression using
the XBASE Expression Builder.
Establishing Customer Entry Business Rules

M.O.M. provides you with a few options to control how customers are
entered.
To set these parameters,

Click on:Maintain
System Information
Global Parameters

3. In the screen section titled, Business Rules, users who have the
List Management Module can optionally check Demographic
Information is Required. This will require an entry in a Customer
Demographics page for every new customer entered in the system.
For more info on Demographics see Chapter 9 Setting Up
Demographics.
4. Optionally, check Make Customers Inactive When the Last
Order Date Was ___ Days Ago. This option will mark customers
with no order activity after the designated number of days as
“Inactive.” This can be used when creating Customer Lists in the List
Management Module or when setting up Manager’s Authorization
restrictions.
See Also
Customizing Customer Entry Global Parameters
Maintenance-Customer Entry
Data Dictionary Data Dictionary
Using the XBASE Builder XBASE Expression Builder

Customizing the Order Entry Screens

To enable each company to tailor the use of the order entry screens
and to establish company-specific business rules regarding information
required at order entry, M.O.M. provides several options for
customizing order entry.
Establishing Order Entry Business Rules

M.O.M. provides several parameters that help you control what
information is required for each new order, as well as how those
orders are delivered to stock and shipped to the customer.
To set these parameters,

Click on:Maintain
System Information
Global Parameters
2. Select the Order Entry tab.

Order Entry
Tab in
Maintain
Global
Parameters
3. In the screen section titled, Business Rules, set each rule

according to your business requirements. For explanations of each
rule, consult the M.O.M. On-Line Help. (See the Help reference at
the end of this section.)

Creating an Alternate Order Number Field for Lookup

As another means of simplifying the task of “finding” an order in your
database, you can create a customized Alternate Order Number by
combining various database fields of order information into one single
XBASE expression. For instance, you could combine the Customer
Number with the Customer’s Purchase Order Number. When customer
Smith (Customer Number 12345) calls about his purchase order
number 678 order, you would enter 12345678 in the Alternate Order
Number field to display his order on the screen.
Once the Alternate Order Number field is defined as a XBASE

expression, M.O.M. automatically creates the unique number for each
new order entered into the database.
æ this
Note: You cannot create an Alternate Order Number for lookup if
field is to be used for an order number imported from 1.) an
order taking service bureau, 2.) another system, 3.) the SiteLINK
web commerce optional module.
To create an Alternate Order Number,

Click on:Maintain
System Information
Global Parameters
2. Select the Order Entry tab. (See the screen on the previous page.)
3. Consult the Order File (CMS.DBF) in the Data Dictionary in the
M.O.M. On-Line Help and enter one or more field names in XBASE
format in the XBASE Expression for Alternate Order Number
field.
When combining field names, be sure to separate the fields with +. For
example, STR(ORDERNO)+CHECKNUM
è Hint: Use the BUILD button to help you create the expression using
the XBASE Expression Builder.
Selecting a Product’s Special Pricing Discount

M.O.M. can discount an item’s pricing by either the total number of the
item on the order or by the quantity of each item. By selecting Base
On The Total Quantity Of That Item In The Order, M.O.M will

discount that item on the order depending on the total quantity of that
item on the order. To discount a certain item on the order each time
that it appears, select Based On Only The Quantity On Each Line Item.
This will discount the quantity of that item per line on the order.
For instance, an order with 2 recipients has a total of 6 of a certain line

item. Each recipient will receive 3 of the item. There is a 10% discount
on the item if there is a quantity of 3 purchased and a 25% discount if
a quantity of 5 is purchased. By selecting “based on the total quantity
of that item in the order,” M.O.M. will give a 25% discount to this item
because the entire order has 6 of the item. If you select “based on only
the quantity of each line item,” then this item will receive a 10%
discount because each line would contain 3 of this item.
To select a Product’s Special Pricing Discount,

Click on:Maintain
System Information
Global Parameters
2. Select the Order Entry tab. (See the previous screenshot.)

3. Select either Based On The Total Quantity Of That Item In The
Order or Based On Only The Quantity On Each Line Item.
Creating a Daily Announcement for Order Entry Operators

As a means of reminding your order entry staff of special promotions,
procedures, etc., M.O.M. enables you to create a daily announcement
that flashes on the order entry screen and disappears as soon as the
operator begins to enter the order. This announcement can be updated
as often as you like, but will not update on a user’s workstation until
that user exits M.O.M. and restarts the program.

Click on:Maintain
System Information
Global Parameters
2. Select the Order Entry tab. (See the screen earlier in this section.)

3. Type in the message for the Daily Announcement.
See Also
Customizing Order Entry Global Parameters
Maintenance-Order Entry
Data Dictionary Data Dictionary
Using the XBASE Builder XBASE Expression Builder
Selecting Forms and Form Options

M.O.M. supports many different types of paper forms for Order
Processing including pick tickets, packing slips, invoices, box labels.
The style of each form used can be selected by your company. In
addition, you can also select to eliminate certain forms completely
from your Batch Order Processing function. For instance, you may not
need Pick Tickets in your business, or you may wish to combine
packing slips with invoices, including the charges for an order on the
packing slip that is packed with that order. These types of preferences
are easily accommodated in M.O.M.
To make form and form options selections,

Click on: Maintain
System Information
Global Parameters

2. Select the Forms tab.

Forms
Tab in
Maintain
Global
Parameters
3. Make your selections as required. Press the F1 key to access the

M.O.M. On-Line Help for explanations for all of the options on this
screen.
æ Note: Those forms used in Order Processing have their

corresponding order processing (O/P) stage indicated. Forms
without an O/P stage are printed through separate routines in
M.O.M.
See Also
Form Settings and Options Global Parameters
Maintenance-Forms
Customizing Order Processing

Order processing is one of the most important functions in M.O.M. In
brief, it is the way that you take an order from order entry and ship it
to your customer. In M.O.M., order processing consists of a number of
different stages through which an order must pass before it finally
ships to your customer.
Credit Card Approval - for those orders with credit card payment,
the process of approving and charging the amounts.

Picking - the process of printing picking paperwork and pulling the

items off the shelves for each order
Packing - the process of printing packing slips and boxing the order.
Gift Certificate Printing - the process of printing any gift certificates
that are ordered by customers.
Box Labeling - the process of printing any special labeling
paperwork for the box, including shipping labels, airbills, COD tags,
etc.
Notices - the process of printing customer notices, both for orders
and non-order situations.
Drop Shipping - the process of sending purchase orders to the
designated suppliers of each order that are to be sent directly to
each customer.
Shipping - the process of informing the designated carriers of each
package that is to be shipped to each customer.
Invoicing - the process of printing invoices for those orders for
which the invoice needs to be mailed.
Each stage is “latched” to the previous one, except for Customer
Notices, Dropshipping and Catalog Request Labels. Latching means an
order must pass through each stage before going to the next one. As
new orders enter the first stage after order entry, there are other orders
that have already worked their way further through the stages. As a
result, it is possible to have many different orders at many different
stages at any one time.
Selecting Batch or Single Order Processing

Some companies process a whole group of orders from credit card
processing right through to shipping. Each group of orders processed
is referred to as a batch. Other companies prefer to process orders one
at a time. M.O.M. provides the ultimate control by letting you select
how you want each stage of processing to be done - either in batch
using the Batch Order Processing function or one-at-a-time using the
Packer’s Workstation. For instance, if you want to process all of your
pick tickets in batch and then give them to your shipper to box and
ship one at a time, M.O.M. lets you control the way that you want to
process those stages of order processing where paperwork printing
and/or a specified manual task is involved.
To make these selections,


Click on:Maintain
System Information
Global Parameters
2. Select the Order Processing Design tab.

Order Processing De-
sign in
Maintain
Global
Parameters
3. For the first four stages - Pick Tickets, Packing Slips, Gift
Certificates, and Box Labels/COD Tags - select one of the following
options.
Batch Order Processing processes this stage - this choice
requires that this stage be run in batches using the Batch Order
Processing function.
Packer’s Workstation manually processes this stage - this
choice requires that a warehouse person must actually move the
order through the stage by completing whatever printing task that is
required using the Packer’s Workstation function.
Packer’s Workstation automatically processes this stage - this
choice runs the stage at only at the Packer’s Workstation, but
enables the warehouse person do whatever printing task that is
required automatically, without having to request the printing for
each order. This choice might be used for pick tickets to keep new
tickets printing automatically at the Packer’s Workstation without
the warehouse person having to request the ticket for each order.
Optionally, Customer Notices can be selected to be a part of this
processing if selected.

4. Optionally, if you have the Advanced Warehouse Module installed

with your M.O.M. system, select where you want to run the
Shipping stage. Either using the Batch Order Processing screen or
the Warehouse Manager’s Station.
5. Optionally, set the Processing Checkpoints preferences to
further tailor order processing for your company.
An order must be reviewed for manager' s authorization using
established checkpoints - Check this box to enable the
Manager' s Authorization Settings tab, see the following section
Manager’s Authorization Settings. This tab contains many
restrictions to prevent orders from being processed without being
approved by a user who has the option User Is A Manager With
Authorization Rights enabled in either the User ID or the User Role
screens.
POP orders are exempt from review status - Point of Purchase
Module Users, check this box to prevent Point of Purchase orders
from being put on hold due to a checkpoint in the Manager' s
Authorization Settings tab.
An order must be picked before credit cards can process -
Check this box to require Pick Tickets to be printed before credit
cards can be processed. Even though M.O.M. tracks inventory levels
automatically, some companies prefer to only charge credit cards
after making sure that the merchandise is actually “on the shelf,”
and therefore want card processing to occur only after picking has
been completed. This option has no effect if you elect not to
include pick tickets in your order processing cycle.
An order must have its item contents bar-code scanned as it
is packed - Check this box to require “scan and pack” for every
order to verify that what was ordered is actually packed in the box.
If this preference is selected, the Packing Slips stage must be set to
run either manually or automatically at the Packer’s Workstation.
See Step 3 above.
A box must be weighed as it is packed - Check this box to
require that every box of an order be weighed to verify weight and
shipping rates. If this preference is selected, the Packing Slips stage
must be set to run either manually or automatically at the Packer’s
Workstation. See Step 3 above.
A box must be confirmed for shipment - Check this box to
require that every box be scanned for shipment. This enables
“batches” of packages to be selected manually for shipment at the
Shipping stage of order processing using the Shipment Confirmation
screen. If the Warehouse Manager’s Station was selected in Step 4

previously, this checkbox is dimmed, since all shipping done at the

Warehouse Manager’s Station must, by default, use the Shipment
Confirmation Screen. See Using the Shipment Confirmation Screen
in Chapter 3 of the Reference Guide.
6. Select a Bar Code to Use on Packing Paperwork. This barcode is
printed on pick tickets and packing slips and can be used with a
scanner to quickly access a particular order or order shipment at the
Packer’s Workstation. If most of your orders are shipped to multiple
addresses or from multiple warehouses with the Advanced
Warehouse Module, Segment ID is recommended.
7. Select a Bar Code to Use on Box Label. This bar code prints on
the box label and is used to scan the box when the “A box must be
confirmed for shipment” preference has been selected in Step 5. If
this preference has not been selected and you do not want a bar
code on the box label, you may use the “No Box Label Bar-Coding”
choice here.
See Also
Customizing Order Processing Global Parameters
Maintenance-Order Processing
Design
Order Processing Concepts Order Processing Methodology
Manager’s Authorization Settings

Managers should not have to review each order before it is processed.
However, Managers should not allow orders to be processed solely on
the assumption that order entry personnel would always adhere to
standing business rules regarding such things as price changes and
customer credit limits. The Manager’s Authorization function can be
used to give order clerks the ability to enter orders without constant
Manager intervention while assuring that business rules are being
followed.
To make set these rules or checkpoints,

Click on: Maintain
System Information
Global Parameters

2. Select the Order Processing Design tab.

3. Check the option An order must be reviewed for manager' s
authorization using established checkpoints.
4. Select Manager’s Authorization Settings tab.
Manager’s
Authorization
Settings
5. Use the ...Require Manager’s Authorization on... drop down

menu to limit the application of the checkpoints to All Orders,
Orders directly entered in M.O.M., or orders that have been
imported.
6. Select the checkpoints that you wish to establish. When an order is
reaches a checkpoint, it is placed “On Review.” Orders on Review
can be seen in the Order Status screen or the Manager’s Dashboard
screen.
7. A User who is setup with Manager’s Authorization rights can
approve the order to so that it may move on to payment or order
processing, See Approving an Order for Review in Chapter 3 of the
Reference Guide for more information.
See Also
Manager’s Authorization Order Processing Manager' s
Settings Authorization

Selecting Special Print Output Options

In Windows, printer selection is done at the local workstation. Certain
printers may be shared by more than one user while others may be
dedicated to just one workstation. Some of the output in the M.O.M.
order processing cycle requires “universal” settings related to number
of copies, margins, etc.
To make these settings,

Click on:Maintain
System Information
Global Parameters
2. Select the Printer Output tab.

3. For Invoices and/or Packing Slips, select the # of Copies. If you are
using the same form style for both invoices and packing slips, the #
of Copies entry must be the same for both.
è order
Hint: If you are printing multiple copies on a laser printer, you can
color-coded, pre-collated, multi-part forms from Software
Forms.
4. Optionally, for those Form Names that have Left Hand Margin
settings, enter a margin number. This is generally used only if the
form is being printed on a dot matrix printer and/or is an irregular
1
dimension (not 8 --2- by 11). The number is best set based on a few
“test” runs on the printer. If the printer is printing on the form too
far to the left, increase the value. If the printer is printing on the
form too far to the right, decrease the value. A setting of 0 is
equivalent to no margin.
5. For Customer Notices, select the PAGE LAYOUT button to define
the left margin, as well as top and bottom margins. You can also
define a special font for your notices using this button. If all of your
customer notices are set up as MS Word RTF documents using the
M.O.M. Word interface, no settings are required.
6. If you are using thermal printers at workstations for use with the
integrated shipping systems, specify the Local LPT Thermal Label
Printer Device that you are using. All workstations with these label
printers must use the same port for this output.

See Also
Setting up Printers and Printer Global Parameters
Options Maintenance-Printer Output
Setting Up Sales Commission Groups

A Sales Commission Group can be used in M.O.M. to group
salespeople for commissions reporting in the Profit by Product Report.
The Sales Commission Group can also be used to define commissions
calculations for every salesperson who is a member of that group. If all
salespeople in your company or in a department of your company
receive the same commissions, this eliminates the necessity of having
to set up separate commission plans for each individual salesperson.
To set up a new sales commission group user or to change the

information for an existing group,

Click on: Maintain
System Information
Sales Commission Group
The Sales Commission Group Lookup screen is displayed.
2. For an existing group, use the lookup screen to find and select the
group and display the Sales Commission Group screen.
3. For a new group, select the NEW button to display the Sales
Commission Group screen.

Sales Commission
Group Setup
4. Enter a Code and Description for the new group.

5. Optionally, to set up a commission structure for the group, enter
commissions calculations based on Selling Price, Gross Profit, or
Per Unit Rate. Any combination of fields can be used.
See Also
Setting Up Sales Commission Groups Sales Commissions Groups
Types of Commissions Commissions
Setting Up Product Mix & Match Codes

The Mix & Match Code can be used to “tie together” the Special
Situation Prices for more than one item. Typically, this is done to
create a minimum purchase quantity discount for a “page” of items in a
catalog. For instance, “buy any 3 out of 10 items on this page and
receive a 10% discount.” Mix & Match can also be used to create a
“catalog wide” discount based on Order Total. In this case, every
product in the catalog would be given the same Mix & Match Code
and the Order Total qualifier would be used to create Special Situation
prices accordingly. For instance, “if your order total exceeds $200, take
an additional 5% off your order. If your order total exceeds $400, take
an additional 6% off your order.”

To setup Mix & Match Codes,

Click on: Product
Maintain Mix and Match Codes
Select an existing code or click the NEW button.
Mix & Match
Codes
2. Enter a code and description.

3. Optionally, enter an expiration date
4. The Mix & Match codes can then be selected with the Stock
Maintenance screen. See Establishing Special Selling Prices on
page 69 for more information.
See Also
Setting Up Mix and Match Codes Mix & Match Code Maintenance


Chapter 2
Setting Up Suppliers and Stock Information

Setting Up Suppliers
Setting Up a New Stock Item
Setting up Supplier and Stock Item Demographics
Establishing Starting Inventory or Viewing Current Information
Establishing Return Preferences
Establishing Restricted Shipping Areas
Establishing Warehouse Locations for Items (Bins)
Establishing Inventory Low Level and Purchasing Levels
Establishing Special Selling Prices
Establishing Special Selling Prices to Groups of Items
Establishing a Product Classification Code for a Stock Item
Establishing UPC, ISBN or Alternate IDs for a Stock Item
Establishing a Product Shipping Preference
Setting Up Shipping Information for an Item
Establishing Salesperson Commissions
Establishing Royalty Payments
Setting Up an Item-Specific Customer Notice
Setting Up Advanced Search Criteria
Setting Up Accounting Information for a Stock Item
Setting Up Special Types of Items
Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion
Discontinuing an Item or Preventing an Item from Being Sold
Establishing Product and Supplier Return Codess

Establishing Order Hold Reason Codes
Establishing Lost Order Reason Codes
Renaming and Merging Stock Items
Renaming and Merging Suppliers
Changing Product Retail and Special Prices
Changing Product Vendor Prices
Printing Additional Stock ID Labels
Setting Up Suppliers
In M.O.M., a supplier is any company from whom you purchase your
stock items for resale, or a company who drop ships products directly
to your customers for you. In addition, if you have set up royalty
payments for a product in the Maintain Stock function, a supplier can
also be a person or company to whom you want to report royalties
using the Product Royalties report.
To set up or maintain a supplier,

Click on: Product
Maintain Suppliers

The Supplier Lookup screen is displayed.

Supplier
Lookup
2. For an existing supplier, use the lookup screen to find and select
the supplier and display the Supplier Information screen. For a new
supplier, select the NEW button to display the Supplier Information
screen.
Supplier
Information
3. Enter a Supplier Code and Name for the new supplier and
complete the other fields as required. If you are using the M.O.M.
G/L interface, make sure that the Name is entered exactly as it is
entered in your G/L package.
4. For existing Suppliers, choosing the Supplier is INACTIVE option

will remove the supplier and all associated purchasing levels will
not be available during Product Purchasing.
5. If you want purchase orders faxed or e-mailed, select your
preference for the Additional Send Options.
6. In the Accounting tab, enter the information for your account with
the supplier, minimum and maximum purchase amounts, and how
the different costs associated with each purchase should be
distributed.
7. Optionally, for users with the Advanced Warehouse Module, select
the Drop Ship Options, enter the suppliers zip code and click the
LOAD ZONES button to determine the zones based on the ship
location of the supplier.
8. Optionally, Enter any demographic information you require, See
Chapter 9 Creating Special Customer Demographics Information
Screens for details on setting up these demographic fields.
See Also
Setting Up Suppliers Supplier Maintenance
Setting Up a New Stock Item

M.O.M. lets you set up many different types of products, selling prices,
and purchasing levels.
To set up or maintain a stock item,

Click on: Product
Maintain Stock Items
2. Or, on the Tool Bar,
Click on:

The Stock Item Lookup screen is displayed.

Stock Item
Lookup
3. For an existing item, use the lookup screen to find and select the
item and display the Stock Item Information screen.
4. For a new item, select the NEW button to display the Stock Item
Information screen.
Stock Item
Information
è Hint: As a time saver when setting up new items, you can also select
an existing item that is similar to the new item and use the SAVE AS
button on the Stock Information screen to create a new item with
all of the information fields already completed.

5. Enter a Stock Number and Description for the new item. A stock
code can be a maximum of 20 characters. See the other procedures
in this chapter for more information about the fields and options
associated with setting up a product.
See Also
Setting Up Stock Items Stock Maintenance-Overview
Other Fields on the General Tab Stock Maintenance-General
Information
Setting up Supplier and Stock Item Demographics

M.O.M. gives you the ability to track information beyond what the
current screens and fields allow you to enter. Using the Demographics
feature, you can create your own custom pages and fields to enter the
custom information your business requires.
To create Stock Item Demographics:
On the Main Menu Bar,
Click on: Product

Maintain Additional Stock Information
To create Supplier Demographics:
On the Main Menu Bar,
Click on: Product

Maintain Additional Supplier Information
Then follow the directions on Chapter 9 Creating Special Customer
Demographics Information Screens
Establishing Starting Inventory or Viewing Current Information

For a new item, you need to establish a starting inventory. On an
ongoing basis, inventory levels are decreased whenever an order for
the item is entered. You may want to spot check inventory for an item
to make a purchasing decision.
To enter starting inventory or to view inventory for a stock item,

1. Select the Inventory tab in the Stock Item Information screen.

2. For a new item, enter the starting inventory figure in the Units in
Stock field.
3. For an existing item, view the information on the screen.
See Also
Inventory Stock Maintenance-Inventory
Establishing Return Preferences

Designating a return preference for an item gives you the ability to
accept returns for this item and sell it as a different SKU. Especially
useful for companies who sell returned items as a discounted
“Refurbished” or “Open Box” item.
æ designating
Note: The item you are adding inventory to must be created before
it as the Return Item.
2. Check the option Return this product to Inventory as.
3. Type in the Stock Number you wish to add inventory to or use the
À key to search for the item.
See Also
Return Preferences Stock Maintenance-Inventory
Establishing Restricted Shipping Areas

Due to many factors such as seasonal weather, delivery times, and
local laws; some items cannot be shipped to specific locations. Using
the Restricted Shipping Area feature you can designate what areas an
item will not be shipped to and the dates in which this restriction will
be in place.
Single Product Restriction Setup

2. Select Add to create a new restriction or select an existing
restriction and choose Edit to change the restriction options or

Remove to delete the restriction.
æ Note: When editing an existing restriction, you cannot change the

restriction’s area.
The Edit Product Restricted Shipping Area screen is displayed.
Product
Restricted
Shipping Area
3. Starting from the Country Tab, click on the check box column next
to the location name to check the restricted area. Locations can be
restricted down to specific ZIP codes.
4. In the Date Restriction Rules section, choose one of the following:
No Date Restriction- This option will not allow the item to be
placed on an order where the shipping destination is in a restricted
area.
Restricted only from- This option gives you the ability to specify
the dates in which the restriction is in place. You must then
designate whether the item can be placed on an order during the
restriction time, or if the item is allowed to be sold but not shipped
until the specified number of days.
5. Choose Save to return to the Inventory tab.
Product Class Restriction Setup

Products that are setup with the same Product Classification Codes can
have Restricted Shipping Areas applied to all of them at once.

1. From the Main M.O.M. Screen,

Click On: Product
Maintain Product Class Shipping Region
Restrictions
The Product Classification Restricted Shipping Area Maintenance
screen is displayed.
Product
Classification
Shipping Area
Restriction
2. Choose a Product Classification Code from the drop down menu.

Then select Add to create a new restriction or select an existing
restriction and choose Edit to change the restriction options or
Remove to delete the restriction.
æ Note: When editing an existing restriction, you cannot change the

restriction’s area nor the Product Classification Code it is assigned
to.
The Edit Product Restricted Shipping Area screen is displayed.
3. Starting from the Country Tab, click on the check box column next
to the location name to check the restricted area. Locations can be
restricted down to specific ZIP codes.
4. In the Date Restriction Rules section, choose one of the following:
No Date Restriction- This option will not allow the item to be
placed on an order where the shipping destination is in a restricted
area.
Restricted only from- This option gives you the ability to specify
the dates in which the restriction is in place. You must then
designate whether the item can be placed on an order during the

restriction time, or if the item is allowed to be sold but not shipped

until the specified number of days.
5. Choose Save to return to the maintenance screen.
See Also
Product Restriction Setup Stock Maintenance-Inventory
Establishing Warehouse Locations for Items (Bins)

The designated location or container in your warehouse(s) in which
you keep a certain stock item is commonly referred to as a bin. M.O.M.
provides a range of features to assist you with managing your
warehouse bin locations for each stock item, including multiple bin
locations for each stock item with options for pick-from priority,
“feeder” or bulk bins with automatic replenishing, and preferred bin
locations for receiving, returns and composite item assembly. In
addition, you can use the Adjust Inventory function at any time to
move inventory from one bin to another.
If you have purchased the Advanced Warehouse Module with your

M.O.M. system, you are also able to establish multiple warehouse
locations, each with its own bin options as above. This should be done
before you set up bins. See Chapter 14, Setting Up the Advanced
Warehouse Module, for more information on this option.
To establish bin information for an item,
1. Select the Inventory tab in the Stock Item Information screen,

2. To edit or delete an existing bin, select the Bin Number using the
pull-down menu and press the EDIT button to display the Edit Bin
screen.
To set up a new bin, select “Add a New Bin Location” using the Bin
Number pull-down menu, and press the ADD button to display the
Edit Bin screen.

æ Note: To force all of the line item of an order to be pulled from one
bin, check the box Back order item if it cannot fill completely
from a single bin. This is important for companies selling items
like fabric that must all be one dye or color lot for each line item.
For these types of companies, each dye or color lot should be given
a dedicated bin.
Edit Bin
3. If you have the Advanced Warehouse Module, select a Warehouse

for the new bin. If you do not, continue to step 4.
4. Optionally, Select an EXPIRATION DATE. This option is useful for
items with expiration dates such as perishable goods. When the
entered date is reached, the items will no longer be available for
sale.
5. Enter a Bin Number for the new bin. The Bin Number may also
contain a description such as “bulk bin” or “first choice,” etc. Note
that the System Bin ID field cannot be edited.
6. Select a Status for the bin. There are two choices:
Available for Sale - a bin that is used to pick from or feed from and
can be selected in order entry.
Do Not Sell - a bin that cannot be selected in order entry as a ship-
from location for an item. Typically, this might be a bin that is used
to return damaged items or returned items that need repackaging.
7. Select a Priority for the bin in regards to its use in a sequence of
bins for picking. The lower the number, the higher the priority.
8. Optionally, use the check boxes to select one or more Preferences
for the Bin.
Preferred Bin for Receiving Product - makes the bin the default
location for that item when recording receiving from suppliers. This
might be a bulk bin that feeds other bins.
Preferred Return Location - makes the bin the default location for
returns from customers for that item. This might be used in
conjunction with the Do Not Sell bin status above.
Preferred Bin to Use for Creating Composite Items - makes the bin
the default location for items that are used as component items for
assembly as a composite or kit item.
Preferred Bin for POP Sales - if you have the optional Point of
Purchase Module, you can make the bin the default location for any
counter sales.
9. Optionally, use the Auto Replenish fields in steps 9-11 below to
set up a bin-to-bin feeding system that automatically moves
inventory from one bin to another based on low level settings. This
would most likely be used if you have bulk bins feeding other bins
in the warehouse. The Auto-Replenish Bins function is used for this.
10. If you do not need this special function, skip to step 12 below.
11. Enter the Low Level amount that signals that the bin needs to be
replenished and enter the Quantity to Take when the Auto-
Replenish Bins function is run.
12. Use the pull-down menu to select the Bin to Take From. This list
includes all other bins that have been previously set up for this
item.
13. In the Notes field, enter a notation to be used in the Inventory
Transaction Report whenever the Auto-Replenish Bins function is
used to make inventory changes to the bin based on the Auto-
Replenish settings.
14. When complete, select SAVE to exit. To delete a bin, press the
DELETE button. Before a bin can be deleted, you must use the
Adjust Inventory function to remove all inventory from that bin. In
addition, a bin cannot be deleted if there are committed orders
depleting from it. Review those orders and select line item status to
force-backorder and deplete from another bin.
See Also
Setting Up Bins Bin Maintenance
Auto-Replenish Bins Function Auto-Replenish Bins
Setting Up Multiple Warehouses Advanced Warehouse Module
Moving Inventory from Bin to Bin Adjust Inventory for a
Stock Item

Establishing Inventory Low Level and Purchasing Levels

The low level for an item is the minimum quantity that you want to
keep on hand based on the length of time it takes you to reorder and
the quantity that you are selling.
A purchasing level identifies the supplier and the price that you pay
for an item based on the quantity that you are purchasing.
Low Level
To establish the Low Level,
1. Select the Suppliers tab on the Stock Item Information screen.

Low Level and
Purchasing
Levels
2. Enter the Low Level figure in the Re-Order When Stock Is At Or

Below field.
3. In the Minimum Re-order Quantity field, enter the purchase
quantity requirement you would like to set that will override
supplier level purchasing minimums.
4. To view and make changes to any pending purchase orders listed
above the Purchasing Level list, click the VIEW/EDIT button. This
will display the Purchase Order Review Screen. For more
information on editing Purchase Orders, see Chapter 5 Purchasing
and Inventory Adjustments in the M.O.M. 7 Reference Guide.

Purchasing Levels
To set up a new purchasing level,
1. Select the Suppliers tab on the Stock Item Information screen.

2. Under the Purchasing Level and Supplier List, select the NEW
button to display the Purchasing Level Information screen.
Purchasing
Level
Information
3. Enter the appropriate information. Lookup is available on Supplier.
æ directly
Note: The ISBN Number or UPC Code can be set up to be copied
to the Supplier ID field. This can be done in the
Miscellaneous Tab of Maintain > System Information > Global
Parameters.
è entered
Hint: The Supplier Purchase Group ID is optional but when
can be used to associate the item with a group of items that
can be purchased at a special price from a supplier or need to
purchased together for some reason. This ID code is free form and
is used to list the group of products when using the “Special
Criteria” Purchasing function. See Making Purchasing Decisions
Based on Other Criteria in Chapter 5 of the Reference Guide.
See Also
Low Level Purchasing Methodology
Purchasing Levels Purchasing Level Information

Screen
ISBN/UPC in Supplier ID Global Parameters Maintenance
- Miscellaneous
Suppliers Stock Maintenance-Suppliers
Establishing Special Selling Prices

In addition to a “regular” selling price for the item, M.O.M. enables you
to set up special selling unit prices, discounts or “cost plus” basis
prices based on quantity purchased, advertising source key, catalog
code, customer type, customer number, order total, and sale date.
To set up selling prices for the item,
1. Select the Pricing tab on the Stock Item Information screen.

Retail Price
Information
2. Enter the regular selling price of the item in the Normal Retail
Selling Price field.
3. The Maximum Discount Allowed field allows you to limit the
discount percentage for the item. During order entry, an order clerk
will be informed when the discount percentage entered exceeds the
Maximum Discount Allowed, it must then be reentered with a lower
discount.
4. Optionally, enter a Mix & Match code for the item. For information
on setting up these codes, see Setting Up Product Mix & Match
Codes on page 52.
5. Optionally, check the Selling Price option, then choose an option

that will limit how selling prices can be altered on an order.

Cannot go below $____- This option allows you specify a dollar
amount that an item cannot be discounted below.
____% above the current unit cost basis- This option allows you
to enter a percentage over the Current Unit Cost Basis that an item
cannot be discounted below. For instance, if the Current Unit Cost
Basis is $8.00, and the limit is set at 15% Above the Current Unit
Cost Basis, then the item cannot be sold below $9.20
$___ above the unit cost basis- This option allows you to enter a
dollar amount over the Current Unit Cost Basis that an item cannot
be discounted below.
6. To set up a Special Situation Price, select the NEW button to display
the Special Price Information screen.
Special Price
Information
7. The Seq # field is assigned by M.O.M. as you set up each special

situation price. However, this number can be changed by you to tell
M.O.M. in what order a series of special prices should be applied.
This is especially important in those cases where more than one
special price applies to a customer purchase. For instance, if a
customer is eligible for a “customer type code” price and also a
“minimum quantity” price, M.O.M. has to know whether to apply
the type code price first and then the quantity price or vice versa.
To make sure that this occurs, special prices should be sequenced
from most general situation to most specific.
8. Select a Method of Pricing for the special price; Unit Price with an
optional Discount or a Cost Plus pricing based on your unit cost
or last price paid for the item.

9. Select the Qualifier for the Price based on one or more of the
Customer and/or Order special price qualifiers.
10. In the Sitelink tab, Use the PRICE LEVEL drop down to designate if
the price level is for Web Orders Only, Non Web Orders Only, or
Both.
See Also
Special Selling Prices Stock Maintenance-Pricing
Establishing Special Selling Prices to Groups of Items

For users who wish to establish Special Selling Prices for more than
one item at a time. M.O.M. gives you the ability to designate a group
of items and apply a special pricing level to all of them at once.
To add Special Pricing to a group of items,
Click On: Product

Add Special Pricing to Products
The Add Special Pricing for Products screen is displayed.
Special Price
Information
1. Use the Drop Down Menus for SELECTON and CONDITION to

filter the list of items.
2. Press Ñ in the Value field to display all possible matches or type
in a value to filter the list further.

3. Press Include or “drag & drop” the item with your mouse from the
Available Items List to the Selected Items List. Choose Include All
to move all the items over.
4. Press Remove or “drag & drop” the item with your mouse from the
Selected Items List to the Available Items List. Remove All to move
all items back to the Available Items List.
5. Select a Method of Pricing for the special price; Unit Price with an
optional Discount or a Cost Plus pricing based on your unit cost
or last price paid for the item.
6. Select the Qualifier for the Price based on one or more of the
Customer and/or Order special price qualifiers.
7. In the Sitelink tab, Use the PRICE LEVEL drop down to designate if
the price level is for Web Orders Only, Non Web Orders Only, or
Both.
See Also
Adding Selling Prices to Add Special Pricing for Products
Multiple Items
Establishing Detailed Item Information

As the number of stock items in your system grows, it becomes
increasingly difficult to remember the details of each product. In
addition to description information, M.O.M. provides you with the
option to track more detailed information and even an image of the
item. Using the More Info tab, you can make this additional
information available to your order takers through the order entry
screen.
To setup the Extended Information,

1. Select the More Info tab on the Stock Item Information screen.
Extended
Information
2. Enter as much descriptive text as necessary in the scrollable region

on the left of the screen. The text area can be changed or deleted at
any time.
3. To Add an Image use the SELECT button, then browse to and select
an image.
4. In the Customized Info tab, you can view the custom pages
created in Additional Stock Item Information screen. See Setting up
Supplier and Stock Item Demographics earlier in this chapter.
Extended Info Template

One of the primary goals that M.O.M. is designed to help you achieve
is becoming a true Multi-Channel Merchant. As your company expands
to different eCommerce Platforms, setting up product information for
each individual channel can become very time consuming and can
lead to mistakes or omissions. The Extended info template allows you
to preset information for your products that can then be selected for
use within each eCommerce tab. For more information on the various
eCommerce tabs see Chapter 18, eCommerce Management Setup.
1. Select the More Info tab on the Stock Item Information screen.
2. Select the Extended Info Template tab.

Extended
Information
Template
3. To create a new template, choose a Template category, then select

Add.
4. For Size/Color Items, click the Copy button to copy the template
into each variation of this item.
5. To make changes to a template or remove a template, choose Edit
or Delete.
See Also
Setting up Extended Info Stock Maintenance-More Info
Establishing UPC, ISBN or Alternate IDs for a Stock Item

You may wish to cross-reference a stock item by UPC (Universal
Product Code), ISBN (International Standard Book Number) or some
other unique alternate identification code. Once established, M.O.M.
lets you use either of these fields in place of the Stock Item code in
order entry or any other place in the M.O.M. system where Stock Item
code is used as a field.
æ your
Note: These alternate identification codes are often different than
supplier’s codes for an item. M.O.M. provides a unique field
for supplier ID when you are setting up information on the Supplier
tab of the Maintain Stock Item function.

To set up UPC, ISBN or another alternate code,
1. Select the General tab on the Stock Item Information screen.

General Tab
2. Optionally, enter the UPC Code for the item. When used in place
of the Stock Item code in order entry, the code must be entered
completely. As an alternative to keyboard entry of this code, a
hand-held scanner may be used to enter this code using the UPC
barcode on an item’s packaging. This is particularly helpful when
using the optional Point of Purchase Module for counter sales and/
or when using the Packer’s Workstation to “scan and pack” box
contents.
3. Optionally, enter a ISBN/Alternate ID for the item. When used in
place of the Stock Item code in order entry, this code may entered
partially for a list of “like” matches.
See Also
Setting up Alternate IDs for ItemsStock Maintenance-General
Packer’s Workstation Packer’s Workstation
Point of Purchase Module Point of Purchase Module


To help you look up or search for an item, as well as to help you
organize profit and/or inventory reports, M.O.M. enables you to set up
a product classification code for each item. This code can also be used
in the optional List Management Module to build lists of customers
based on what types of products they have purchased.
To set up classification code,
1. Select the General tab on the Stock Item Information screen. (See
the previous page.)
2. Enter a Product Classification Code for the item. Any keyboard
number/symbol/character can be used, and the field is not
maintained, so any entry is allowed.
See Also
Setting up Classification Codes Stock Maintenance-General
Establishing a Product Shipping Preference

M.O.M. lets you predefine the preferred method of shipment for the
item. This shipping method will take precedence over any shipping
method automatically entered by preferred defaults, such as customer
preferred shipping method and user defined order entry preference,
unless the shipping method was manually changed within the order.
To set up classification code,
1. Select the General tab on the Stock Item Information screen. (See
the previous page.)
2. Select the Product Shipping Preference for the item.
See Also
Setting up Classification Codes Stock Maintenance-General

Setting Up Shipping Information for an Item

M.O.M. lets you optionally predefine the shipping weight of an item as
well as specific shipping charges to the end user. In addition, you can
also tell M.O.M. to ship the item separately for those products that are
either prepackaged or too large to be packed with other items.
To establish these shipping parameters for an item,
1. Click on the General tab in the Stock Item Information screen. (See
the screen earlier in this section.) Navigate to the Weight/Shipping
section.
2. Optionally, enter a Product Specific Shipping Charge to be
added to other shipping charges for the customer order.
3. Optionally, choose a Product Shipping Preference to be used for
the item, which will override all other shipping preferences for the
item within an order.
4. If the item always ships in its own box, check the box for Item
packs __ to a box in the Weights/Shipping area of the screen and
enter the number of that item that can be packed in a box. In order
entry, M.O.M. automatically creates additional boxes based on this
field for the item.
5. For single items that ship in multiple boxes, such as items that
require assembly, check the box Item packs in __ boxes. The
options detailed in the next steps will be disabled and the
MAINTAIN BOX WEIGHT AND DIMENSIONS button will appear.
You must enter the weight and dimensions of each box that the
product requires.
æ Note: The weight and dimensions of the boxes cannot be changed

during order processing. No other items can be added into the
boxes created by this feature. When processing the packing stage,
all boxes for this item must be packed simultaneously.
6. For shipping charge calculations, enter the weight of the item in the
Weight of Item (in pounds).
7. If the item does not have a regular weight that can be predefined,
check the box for Product Requires Weighing at Packer’s
Workstation in the Weights/Shipping area of the screen. If the item
does have a predefined weight, enter the weight in the Weight of
Item field instead.
8. For Dimensional Weight calculations, enter the package dimensions
for this product in the Length, Width, and Height fields.

See Also
Shipping Information for Stock Item Stock Maintenance - General
Establishing Salesperson Commissions

In the Maintain System Users function, M.O.M. enables you to define a
system user as a Salesperson. (See Setting Up System Users and
Assigning Security Levels in Chapter 1.) As an alternative to “across-the-
board” commissions payable to your salespeople, you may want to set
up commissions only for certain products or at certain rates.
To establish a commission for a product,
1. Select the Misc tab on the Stock Item Information screen.

Commission
Information
2. Enter a sales commission to be calculated based on Selling Price,

Gross Profit or at a Per Unit (sold) Rate for the item. These fields
can be combined.

See Also
Setting Up a Salesperson User ID Maintenance
Establishing Commissions Stock Maintenance-
Miscellaneous
Types of Commissions Commissions
Establishing Royalty Payments

M.O.M. allows you to set up royalties for a stock item, including who
will receive them, and how they will be calculated. If an item has no
royalty payments associated with it, this activity has no application.
To establish royalty payments for a product,
1. Select the Misc tab on the Stock Item Information screen. (See the
previous page.)
2. Enter the supplier code to whom the royalty is to be paid in the
Supplier for Royalty Payment field. If you do not know the
supplier code, press À to display the lookup/list.
æ Note: A supplier in this case does not have to be an actual supplier

of products to your company. It could be any individual or
company to whom royalties are paid based on product sales.
However, they must be set up as a supplier in the Maintain Supplier
function.
3. Enter the percentage figure for a royalty based on the price at which
each unit is sold in the Selling Price field.
4. Enter the percentage figure for a royalty on the gross profit (selling
price - cost of goods) for the item in the Gross Profit field.
5. Enter a dollar figure for the royalty based on each unit of the item
sold in the Per Unit Rate field.
æ Note: The three fields above can be used individually or in any

combination.
See Also
Establishing Royalty Payments Stock Maintenance -
Miscellaneous
Setting Up Royalty Recipients Supplier Maintenance

Setting Up an Item-Specific Customer Notice

Some products that you sell may require additional documentation for
your customer, including assembly instructions, warranties, etc.
M.O.M. enables you to automatically generate any one of the standard
form letters that you create using the Customer Notice Maintenance
function whenever that item is entered in a customer order.
To set up a notice for an item,
1. Select the Misc tab in the Stock Item Information screen. (See the
screen earlier in this section.)
2. Use the pull-down menu in the Customer Notice to Send when
Product is Ordered field, and select the notice.
3. Use the When to Generate Notice pull-down menu to select when
you want the notice to be sent, either when the order is entered or
when it is shipped.
See Also
Customer Notice for Item Stock Maintenance -
Miscellaneous
Setting Up Advanced Search Criteria

Some products that you sell may require additional search criteria for
looking up the product. M.O.M. enables you to create additional
search fields using the Advanced Search Criteria.
To set up an Advanced Search Criteria for an item,
1. Select the Misc tab in the Stock Item Information screen. (See the
screen earlier in this section.)
2. In the Advanced Search Criteria section, enter the keyword(s) in the
search fields that you wish to use for the Advanced Search.

See Also
Advanced Search Criteria Stock Maintenance -
Miscellaneous
Misc Tab Global Parameters Maintenance
- Miscellaneous Tab
Setting Up Accounting Information for a Stock Item

M.O.M. lets you specify some basic accounting information for
individual stock items, including tax status and general ledger
departments for sales.
Sales Tax Rates and Sales Tax Exemptions

M.O.M. enables you to handle all levels of sales tax: VAT (national
level), state, county, or city/ZIP code tax. In addition, you can
calculate tax at different rates within a country, state, county or zip
code/city based on type of product. You can also exempt tax at any
level. M.O.M. accomplishes all of this by allowing you to select tax
class for each product.
Tax classes for products are set up using the Maintain Sales Tax Tables
function. Refer to Setting Up Sales Taxes in Chapter 4 first, and then
follow the procedure below to assign national, state, county or zip/city
tax class to a product.
To define an item’s tax class on country, state, county or zip/city level,
1. Select the General tab in the Stock Item Information screen.

2. Use the pull-down menu in the National Tax Status field, and
select normal, tax exempt, or a specific tax class (A-E).
3. Use the pull-down menu in the State Tax Status field, and select
normal, tax exempt, or a specific tax class (A-E).
4. Use the pull-down menu in the County Tax Status field, and
5. Use the pull-down menu in the City/Zip Tax Status field, and
æ Note: Normal refers to published tax rates established for that

country, state, county or city/zip in the Maintain Sales Tax Tables
function. Check with tax authorities or your accountant if you are
unsure about sales tax regulations.
Specifying a G/L Department for Sales

M.O.M. enables you to post sales and returns of a product to account
departments (sub-accounts) of the Sales account in the general ledger
interface. In addition, you can define an account department for Cost
of Goods and Returns. G/L departments are defined in the Maintain G/
L Interface function. Refer to Setting Up the General Ledger Interface in
Chapter 4 first, and then follow the procedure below.
æ Note: If you are not using the M.O.M. G/L Interface, you do not need
to complete this procedure.
To specify the G/L departments for a product,

2. Use the pull-down menu in the G/L Department area to select the
department for Revenue (sales), Return Account, and COGS (Cost of
Goods) Account.
See Also
Setting up Accounting Information Stock Maintenance -
for a Stock Item General Information
Setting Up G/L Departments G/L Interface
Setting Up Tax Classes Sales Tax Maintenance -
Overview
Setting Up Special Types of Items

In addition to “regular” type stock items, M.O.M. also enables you to
set up special types of stock items with slightly more complex
inventory and selling considerations.
Special types of items include the following:
Service Items
Items Sold in Fractional Quantities
Items with Serial Numbers
Drop Shipped Items
Items with Different Sizes and Colors
“Kit” Items Made Up of Other Items
Aliases for Other Real Items
Multi-Part Payment Plans for Other Items
Subscription Items
Gift Certificates
Items exempt from discount
Non-returnable Items
Items that do not print stock ID labels after they are received.
Service Items
A service item is an item that is charged or billed to a customer but is
not shipped. Typically this type of item might be an extra service
charge to the customer for engraving, embroidering, special
packaging, or a financial item like a payment plan or continuity
program. See Multi-Part Payment Plans for Other Items and Setting up
a Kit with Pre-Scheduled Shipments later in this section.
A service item is set up just as any other item in M.O.M. with a selling
price, “buy price” or cost, commissions, etc. Although it does not have
physical inventory, stock inventory levels must still be established and
maintained for the item. Since service items are rarely purchased from
a supplier, use the Adjust Inventory for Stock Items option on the
Receiving and Inventory menu of the Product menu to maintain a high
level of inventory for your service items.
To define an item as a service type item,

2. Check the box for Service in the Product Attributes area of the
screen.
æ Note: If an order contains only service items, an invoice will print in

Stage 11 of the Batch Order Processing Cycle.
Items Sold in Fractional Amounts

Some items are sold in quantities that are fractional. For instance,
coffee is sold by the pound and fabric is sold by the yard. In these
cases, you may want to allow a customer to order 3.25 pounds of
coffee or 1.5 yards of a fabric. When an item is sold in fractional
quantities, M.O.M. automatically calculates the unit cost, unit selling
price, commission, and shipping weight accordingly.
To enable an item to be sold in fractional quantities,

2. Check the box for Fractional Quantities in the Product Attributes

area of the screen.
Items with Serial Numbers

M.O.M. enables you to easily set up and handle those items that have
serialized inventory. There are two basic types of serial numbers.
Serial Numbers Assigned by Your Company - If you are assigning

the serial numbers yourself, you can set up the item so that M.O.M.
automatically assigns the serial numbers for you every time the item
is purchased from you by a customer.
Serial Numbers Assigned by Your Supplier - In this case, you do not
have any control of what the serial numbers are. Nevertheless, for
customer service purposes, you want to track the serial number and
assign it every time the item is purchased from you by a customer.
M.O.M. enables you to do this manually at the point the order is
entered by your order entry staff or packed by your warehouse
staff. To designate that an item has serialized inventory that needs to
be tracked,
2. Check the box for Serialized Inventory in the bottom right of the
screen.
3. If you want M.O.M. to automatically create serial numbers for you,
enter the Next Serial Number to Use. M.O.M. uses this number as
the first serial number and then increments the number by 1 each
time the item is sold to a customer in an order. This field can be
changed at any time to begin a new series of serial numbers.
4. If the serial numbers for the item are assigned by the item’s
supplier, press the VIEW/EDIT button to display the Available Serial
Numbers screen to enter a predefined set of serial numbers.
5. In the field, Make These Serial Numbers Available, enter
individual numbers or a range. Press the ADD TO LIST button to
add the number or numbers to the list. Press the REMOVE button to
remove numbers.
è Hint: When receiving items from suppliers, it is advisable to update

the available serial number list in this screen first, before using the
Receive Product from Supplier function.

Serial Numbers
Drop Shipped Items

A drop shipped item may be either an item that you do not stock in-
house or an item that you do stock but occasionally want to ship
directly from your supplier to your customer. The purchasing process
for drop shipments is completely automated by M.O.M. When the item
is ordered by your customer, it is essentially “back ordered” and is
given a status code of ND (needs to be drop shipped). M.O.M.
prepares a special type of purchase order that provides all of the
shipping instructions and customer’s address. Unlike regular purchase
orders which have their own print function, drop shipped purchase
orders are printed in the Batch Order Processing function and the
status become OD (ordered). When the supplier receives the purchase
order, they ship the item directly to your customer and invoice you
based on the applicable Purchasing Level set up for the item. When
the purchase order is recorded as received, M.O.M. changes the status
code for the item in the customer’s order from OD to SH (shipped).
To define an item as drop shipped,

2. Check the box for Allow Drop Shipping in the Product Attributes
area of the screen.
3. Set up at least one “Drop Ship” purchasing level for the item. In the
Purchasing Level Information screen, check the box for Drop Ship
Item. See Establishing Inventory Low Level and Purchasing Levels on

page 67. If an item is always drop shipped and you never stock it
in-house (except when returned from a customer), all purchasing
levels should be marked as Drop Ship Item.
Drop Shipped Items and Bins

When an item is marked to Allow Drop Shipping, M.O.M.
automatically establishes a separate bin corresponding to each supplier
set up for each Purchasing Level. These bins are designated “Drop
Ship from.” In order entry, the order entry operator can select this bin
and over-ride an in-house bin for special situations. See Changing the
Pick Location for an Item in Chapter 2 of the M.O.M. User Reference
Guide.
For returns of drop ship items, if an item is exclusively drop shipped

and only the supplier bin(s) exists, M.O.M. always assumes that a
return is returned to the supplier and not returned to in-house
inventory. If you want a returned drop shipped item to be returned to
in-house inventory, set up another bin for the item and mark that bin
as “Preferred Bin for Returns.” If the item is drop-shipped and also
filled in-house and you do not want returns to in-house inventory,
mark the “Drop ship from” bin(s) as the “Preferred Bin for Returns.”
If you want a drop ship box to generate customer shipping charges to

charge your customer, it is advisable that all drop ships will be present
before the first part (Part A) prints. M.O.M. will not include any drop
ship box for customer shipping charges if you add a drop ship item to
an order after the first part (Part A) is invoiced. If you must add
another drop ship within an order that has been invoiced and expect
the additional drop shipped boxes to be included in the customer
shipping charges, it is advisable to just enter them in a new order. This
will not affect returns and crediting shipping charges to your customer.
It is advisable that drop ships should be added to an order prior to
invoicing the first part (Part A) if you want to generate customer
shipping charges.
Items with Different Sizes and Colors

The M.O.M. size/color matrix feature enables you to quickly set up an
entire set of separate stock numbers for an item that is sold in sizes
and/or colors. For example, boxing trunks that are sold in 12 sizes and
comes in 3 colors. That would be 36 separate stock units (12 x 3 =
36). The size/color matrix feature lets you set up one item (for
instance, size Large in red) and then use SAVE AS to copy that first
item 35 times, changing only the size and color description for the
remaining items in the matrix.
The size/color matrix feature of the M.O.M. Stock Maintenance

function splits the 20-character stock code into two separate sections
of 10 characters each - the first 10 characters are the “master” portion
of the code and second 10 are the size/color code for the item.
è above
Hint: To create items with attribute options that extend beyond the
described Size/Color variations, see Complex Item Attribute
Setup on page 101
Setting up the First Item in a New Matrix

1. Enter the information for the first item of the matrix just as you
would any other new item, completing all of the information on
any/all of the Stock Item Information screen tabs. There is no
restriction on the type of item that you can use to create a size color
matrix. The items in a matrix can be drop shipped, composite,
break-out, etc.
2. After all of the information is completed in the other tabs of the
Stock Item Information screen (selling price, buying price, etc.),
click on the General tab and check the Product Has Size/Color
check box in the Product Attributes section of the screen. You can
check this box at any time during the set up of the first item, but it
is recommended to do it after you have set up the other information
for the item.

3. When the box is checked, a screen is displayed to enable you to

enter the Size/Color Number for the first item.
Size/Color
Number
The Size/Color Number is not the description of the item. Instead, the
size/color code is a code signifying only the size and color. For
example, LRG/RED for size Large in red. The size/color code may be
as many as 10 characters in length. It is recommended to use the
second detailed description for the size/color variation.
4. After you enter the Size/Color Number, press Ñ to return to the

General tab.
5. Notice how there is now a Size/Color list box right below the Stock
Number field. Now there is a second Description field displayed to
the right of the size/color field. Enter the description for the size
and color of the first item in this second description field. The best
way to do this is to enter the size and color separated by a comma,
for example, RED, SIZE LARGE.
Setting up the Other Items in the Matrix

After the first item is set up in the matrix, the other items can be set up
quickly. The first item is used as the “template” for all of the other
items in the size/color matrix.
1. Select the SAVE AS button, and M.O.M. asks if you are saving “As a
New Size/Color Variation?” Select YES, and the same size/color
code screen is displayed to enable you to enter the next size/color
in the product matrix.

2. Enter the size/color code for the next item in the product matrix.
3. After entering the size/color code, press Ñ and then enter the
size/color description for the next item.
4. Continue entering all of the sizes and colors in the matrix by
repeating the same three steps above.
Copying an Existing Size/Color Matrix as a New Matrix

If you sell one item that has sizes and colors, you probably sell other
items that also have sizes and colors. To save time, you can copy an
entire matrix of products that you’ve already set up and make it a new
matrix. For instance, in the above procedure, we used boxing trunks
as an example. There were 12 sizes and 3 colors for a total of 36
individual stock items. Maybe the same company also sells swimming
trunks in the same 12 sizes and 3 colors. Instead of setting up a new
matrix for the swimming trunks, you could copy the matrix (and all 36
products) and just change the stock code for the swimming trunks.
1. Use the Stock Lookup to select one of the items from the size/color
matrix that you want to copy.
2. Select the General tab, and select the SAVE AS button. M.O.M. asks
if you are saving “As a new size/color variation.”
3. Select NO, and M.O.M. asks “Save as a new stock item with the
same/size color variation?”
4. Select YES, and enter the new 10-character “master” stock code for
the new item.
5. On the General tab, enter the master description (top line) for the
new item. The new master item is now set up with all of the size/
color variations.
æ Note: When you save a new stock item as a new size/color, M.O.M.
will not automatically populate the inventory. You must use the
Adjust Inventory for Stock Item function in Product > Receiving &
Inventory.
“Kit” Items
A “kit” item is a stock item that is made up of other stock items in
various quantities that have already been set up in your M.O.M. stock
file. For instance, a widget kit may consist of 2 rubber bands, 3 paper
clips, and 1 bottle of miracle glue.
There are actually two ways to set up a kit in M.O.M., either as a

composite item or break-out item. It is important to understand the

difference between the two types of stock items.
Composite Item: When a kit is created as a composite item, the

individual part items in the kit are not displayed on the order entry
screen or printed on the customer invoice. As a result, the individual
part items cannot be substituted or edited. The kit contents are
fixed. A composite item is not required to have inventory and is
often used to control inventory of other items.
Break-out Item: When a kit is created as a break-out item, the
composing parts are “broken out” on the order entry screen and the
customer invoice. Unlike a composite item, each individual part
item can be edited on the order entry screen. For instance, you can
change the selling price, customize it, substitute items, delete items,
etc. Unlike a typical composite item, a break-out item is required to
have its own inventory.
æ Note: Component items for a kit must be set up first and must have
a default sellable bin.
Setting up a kit as a composite item

1. Create a new stock item for the kit.
2. Select the General tab in the Stock Item Information screen and
check the box for Composite Item in the Product Attributes area of
the screen.
3. Set up the information for the kit item just as you would any other
new item, completing all of the information on any/all of the Stock
Item Information screen tabs. Because a composite item is used to
control inventory from other items, no starting inventory or supplier
information needs to be established for the kit item.
4. Set up the Composite Item Parts List for the kit. Select the
Composite tab in the Stock Item Information screen.
5. For Kit Assembly, select whether you want M.O.M. to
automatically assemble the kit from its components each time a
customer orders it, or if you want to control the assembly of kits
using the Assemble Kits function. Using this function you can “pre-
assemble” kits and keep them as available inventory for the
composite item. For more information, see Using the Assemble Kits
Function in Chapter 5 of the Reference Guide.
æ Note: When using the optional Advanced Warehouse Module, a kit

and its components must belong to the same warehouse.

Composite
Item Parts List
6. Kit Disassembly allows you to control what happens to the kit

when it is returned by a customer. Select whether you want the kit
to be broken apart into its component items or kept together as
assembled kits ready for resale.
7. Use the NEW button to display the Composite Part Information
screen to enter each of the component items of the kit. A drop-
shipped item cannot be a component item.
8. Select the SAVE button after all part items have been entered.
Setting up a Kit as a Break-out Item

1. Create a new stock item for the kit.
3. Check the box for Break-out Item in the Product Attributes area of
the screen.
4. Set up the information for the kit item just as you would any other
new item, completing all of the information on any/all of the Stock
Item Information screen tabs.
æ Note: Unlike a composite item, a break-out item does need to have

its own inventory. You should enter a starting inventory quantity in
the Units in Stock field and maintain a high inventory level on an
on-going basis.
5. Set up the Break-out Item Parts List for the kit. Select the Break-out

tab in the Stock Item Information screen.

Break-out
Item Parts List
6. Select the NEW button to display the Part Information screen to

enter each of the part items of the kit. For a kit item, enter the part
Item and the Quantity. Because the kit item itself already has a
retail selling price associated with it, set the selling price of each
part to 0.00. If you do not, each part will appear on the customer’s
invoice with its own selling price. To “zero out” the price for the
part item, check the box for Use Special Pricing and enter 0.00 in
the Price field.
7. Select the SAVE button after all the part items have been entered.
Setting up a Kit with Pre-Scheduled Shipments

Certain types of simple continuity programs can be set up in M.O.M.
using the Break-out Item option. Before setting up the continuity
program, make sure that each item in the series has already been set
up as a regular stock item in M.O.M.
æ using
Note: More complex continuity plans can be set up and managed
the Continuity Plan function, see Creating Club Membership
Plans, in Chapter 2 of the Reference Guide.
To set up a continuity program using a break-out item,
1. Create a new stock item for the continuity program. The item
typically represents the membership fee (if any) to join the
continuity program. The Stock Description would also reflect this,
for instance, “Book-of-the-Month Club - 1 Year Member.”

the screen.
4. Also check the box for Service Item in the Product Attributes area
of the screen. Since the item is a “membership,” it does not have
any physical inventory, and although we want to create an invoice
for the item, we don’t want it to be included in the shipping stages
of Order Processing.
5. Set up the other information for the continuity program just as you
would any other new item, completing all of the regular information
on all of the Stock Item Information screen tabs.
æ Note: The Selling Price for the Break-out Item is typically the “join
fee” or “renewal fee” for the continuity club. If there is no fee, then
the Normal Retail Selling Price should be $0.00.
6. Set up the Break-out Item Parts List for the continuity program.
Select the Break-out tab in the Stock Item Information screen.
Break-out
Item Parts List
7. Select the NEW button to display the Part Information pop-up

screen to enter each of the part items of the continuity program. For
each item in the program, enter the part Item and the Quantity.
8. You can schedule the bill/ship date for each item either based on
the # of days from the date the continuity program is entered as an
item on the customer’s order, or by date. For each item, enter either
the # Of Days or the Date.

9. If the customer receives a special price or discount when the item is

purchased as a part of the continuity program, check the Use
Special Pricing box and enter the Price or Discount.
10. When you are finished entering all of the part items in the
continuity program, select the SAVE button.
Aliases for Other Real Items

An alias is an alternate stock code or name for a product. Aliases are
set up as composite items in M.O.M. and do not have any supplier or
inventory associated with them. An alias is typically used when an item
is sold to more than one market. For instance, an item that is sold
wholesale and retail may have two distinct names and selling prices.
The wholesale item would be set up as the regular or “real” stock item,
and the retail version would be set up as an alias with perhaps a
different name and/or selling price. There is no limit as to the number
of aliases that can be created for a stock item, although an alias cannot
be set up for another alias or composite item.
To set up an alias for an item already set up in the M.O.M. stock file,
1. Create a new stock item for the alias.

3. Check the box for Composite Item in the Product Attributes area
of the screen.
4. Set up the information for the alias just as you would any other new
item, completing all of the information on any/all of the Stock Item
Information screen tabs. Because a composite item is not a “real”
item, no starting inventory or supplier information needs to be
established for the kit item. M.O.M. automatically takes inventory
from the associated “real” stock item each time an alias is sold.
5. Set up the Composite Item Parts List for the alias. Select the
Composite tab in the Stock Item Information screen.

Composite
Item Parts List
for an Alias
6. For Kit Assembly, select “Kit is assembled automatically when

ordered.”
7. For Kit Disassembly, select “Kit automatically gets turned back
into components.”
8. Use the NEW button to display the Composite Part Information pop-
up screen to enter the stock code for the “real” item with which the
alias is associated.
9. Select the SAVE button after making the entry.
Multi-Part Payment Plans for Other Items

A payment plan is a special type of financial product that allows a
customer to pay for an expensive item in installments. In M.O.M., a
payment plan is a type of break-out item that is set up expressly to
handle the payments for one specific product. For example, a
company sells a home gym set for $450. To encourage customers to
purchase the home gym, they offer a payment plan of three $150
payments. A special product called Home Gym Special Payment Plan
would be set up. Whenever a customer orders the Gym and asks for
the Payment Plan option, both the stock item for the Gym and the
stock item for the payment plan would be entered on the customers
order. The Home Gym product has been set up with a Selling Price of
$450. The Home Gym Payment Plan break-out product has been set
up with a Selling Price of $-450, but contains three $150 part items
called Payment. On the customer’s order, the Home Gym Payment
Plan cancels out the amount for the Home Gym itself and makes the

order total $0.00. Then at three scheduled dates, the customer is

charged $150 and receives an invoice with the stock item for each
Payment.
æ methods
Note: COD, Invoice or credit card are the recommended payment
to be used for orders with multi-part payment plans. These
methods allow you to track each payment in the plan.
To set up a payment plan for another stock item,
1. Create a new product called PAYMENT.

3. Check the box for Service Item in the Product Attributes area of
the screen.
4. Select the Pricing tab and make the Normal Retail Selling Price
$0.00.
5. Select the SAVE button to return to the Stock Lookup screen.
æ Note: The new product, Payment, can be used on any payment plan
and only has to be set up once.
6. Create another new product for the payment plan itself.
the screen.
9. Also check the box for Service Item in the Product Attributes area
of the screen.
10. Select the Pricing tab and make the Normal Retail Selling Price a
negative amount equal to the Normal Selling Price of the item for
which the payment plan applies.
11. Set up the Break-out Item Parts List for the payment plan. Select the
Break-out tab in the Stock Item Information screen.

Break-out
Item for Parts List
for Payment
Plan
12. Select the NEW button to display the Part Information pop-up
screen and enter the item to which the payment plan applies. Select
SAVE.
13. Select the NEW button again to display the Part Information pop-up
screen to enter each of the “payment” part items of the payment
plan. If the payment plan is a three-part plan, there would be three
items. If it is a four-part plan, there would be four items. For each
item in the program, enter the part Item called Payment and a
Quantity of 1.
14. To schedule the bill date for each payment, use the # Of Days field.
Typically payments are scheduled with the first payment occurring
on the date the payment plan is entered in the customer order (# of
Days =0), and subsequent payments scheduled at 30 day intervals
(# of Days = 30, 60, 90, etc.).
15. Check the Use Special Pricing box and enter the Price for each
payment. This will be the amount charged at the scheduled
intervals.
16. When you are finished entering all of the part items in the parts list,
select the SAVE button.
Subscription Items
If you have the optional Subscription Management Module installed
with your M.O.M. System together with the optional List Management
Module, you need to set up items for the subscriptions that you sell. A
subscription item identifies the particular publication and the number
of issues that the subscriber is entitled to receive. So, if you offered a

one-year, two-year, and three-year subscription for three different
magazines, you would need to set up a total of nine different
subscription items.
A subscription item is a product with special fulfillment considerations.

Like a regular product, a subscription item is entered as a line item on
an order and a bill is produced in Stage 11 of the Batch Order
Processing function. Typically, a subscription item is not shipped and
no packing or shipping paperwork is generated and is therefore set up
as a Service Item. Finally, a subscription item is filled through a special
routine in the List Management Module that prints mailing labels to
mail the magazines.
To set up a subscription item,
1. Create a new item for the subscription.

3. Check the box for Service Item in the Product Attributes area of
the screen.
4. Select the Misc tab in the Stock Information screen.
Subscription
Item
Information
5. Check the box for Subscription Product in the Subscription

Product Information area of the screen.
6. If the subscription is the only item on the order and you do not
want the subscription to produce paperwork in the Order
Processing Cycle, also check the box for Product Exempt from

Invoicing in the General tab This preference allows you to create

special subscription products for renewals of subscriptions that do
not produce any invoice when entered in a customer order.
7. Enter the number of issues that the customer is entitled to receive in
the Subscription Issue Count field.
8. Enter the code for the magazine, newsletter, etc. in the Publication
Code field.
9. Set up the other information for the subscription item just as you
would any other new item, completing all of the regular information
on any/all of the Stock Item Information screen tabs. Select the
SAVE button when you are finished.
æ Note: Because you don’t purchase subscriptions from a supplier, you

do not have to set up any information in the Supplier tab.
Gift Certificates
A gift certificate is set up in M.O.M. as a special type of financial item
with a serialized inventory to prevent a customer from making up a
“fake” gift certificate number when calling in an order. When you sell
and redeem gift certificates, M.O.M. automatically takes care of issuing
the unique serial number for you. Using the Gift Certificates
Outstanding Report, you can report on all gift certificate activity. You
can create as many gift certificate items as you need based on how
many different “stock” face value certificates you want to sell. Or, you
can allow your order entry staff to change the unit price of just one gift
certificate item to any amount based on the customer’s request.
Gift certificates are printed in their own stage of Order Processing. A

special gift certificate form is available from Software Forms.
To set up a gift certificate item,
1. Create a new item for the certificate.

3. If you do not need to ship the gift certificate and do not want to
include it in the shipping stages of Order Processing, check the box
for Service Item in the Product Attributes area of the screen.
4. Set up the other information for the certificate just as you would for
any other new item, completing all of the regular information on
any/all of the Stock Item Information screen tabs.
æ Note: Because you don’t purchase gift certificates from a supplier,

you do not have to set up any information in the Supplier tab.

5. Select the SAVE button when you are finished.
Product Exempt from all Discounts

The Product is Exempt from All Discounts will prevent discounts
from being applied to an item, either by an order promotion, customer
discount, pricing level, or item discount.
è this
Hint: Imported orders that have a discount applied to an item with
flag selected in M.O.M. will appear in the Import Exception
report. Discounts applied via Breakout Item or Club Membership
will override the discount exemption.
Non-returnable Item
The Product Cannot Be Returned attribute requires an order taker
to get managerial approval before being able to issue an RMA or mark
an item as returned. Users with managerial rights in M.O.M. will
receive a message verifying their wish to override the rule.
Non-returnable
Item
Override
See Also
Service Items Stock Maintenance-General
Fractional Quantities
Serial Numbers
Drop Shipped Items
Kits & Aliases Stock Maintenance-Composite

Item
Stock Maintenance-Break-out
Item
Payment Plans Stock Maintenance-Break-out
Item
Items with Size and Color Stock Maintenance-Using the
Size/Color Matrix
Subscription Products Stock Maintenance-Setting Up
Subscription Products
Gift Certificates Gift Certificates
Item exempt from discounts Stock Maintenance-General
Non-returnable Item
Complex Item Attribute Setup

Many products afford customers the opportunity to customize and
personalize them to suit their various needs and tastes. M.O.M. allows
you to provide customers with a variety of choices complex enough to
address all of the customer’s wants, while still making it easy to take
the order in the system. Each individual option or combination of
options can be directly associated to a specific sku. These options or
“Attributes” can also be used to record custom information for use
when fulfilling the order.
æ Note: The Attribute functionality can only be used for items that are
designated as Size/Color Items. For more information see Items
with Different Sizes and Colors on page 86.
1. From the Stock Item Lookup screen, select an existing Size/Color
item or create a new one.

2. Select the Attributes tab.

Stock Item
Attributes Tab
3. Check the option Enable Product Attributes.
Creating Attributes
1. In the Attributes section, Select the ADD button.
2. This will display the Add/Edit Attribute Screen.
Add/Edit
Attributes Screen
3. Enter a code to identify this attribute.

4. Enter a name for the attribute. This will be used as the label for the
attribute when it is listed in the order entry screen.

5. Select the Attribute Type.

Text Entry- This field allows you to enter custom information for an
item within this Size/Color matrix. In the Validation field, select an
option to restrict entry in this field that would be invalid for the type
of data you are expecting. The Field Length specifies the number of
characters allowed in the field.
Drop Down Selection & Radio Button Selection- These options
allow you to enter values that can be directly assigned to specific
items in the size/color matrix. To enable this option, check the This
Attribute' s Value Is Part Of The Sku Link option.
Creating Mappings
Once the Attributes have been created, the attributes that are part of
the SKU Link must be mapped to those specific size/color items.
Instructions for Pre-Existing Items with Variations

These instructions are used to map existing Size/Color Items to
Complex Attributes. You will no longer choose from a list of
variations, but select from the pre-defined options.
1. In the Mappings section, select the Create Mapping button.

This will display the Attribute Mapping Screen.
Map Creation
Screen
2. Choose the radio button and drop-down menu options that you
wish to link with this item.

Instructions for Automatically Generating Variation SKU’s

For users that do not have each item and variation pre-defined, M.O.M.
can generate the necessary number of SKU’s based on the possible
combinations of the variations setup. Since the complex attribute is
used to select the SKU, the naming convention for the SKU itself is no
longer important. With the option to Auto-Create Children. M.O.M. will
create the necessary SKU’s with a simple variation number: e. g. C-
WUS 001, C-WUS 002,etc.
1. With all of the necessary attributes created, save the current item.
2. Return to the item you just saved out of and select the Attributes
tab.
3. Click the AUTOCREATE CHILDREN button.
The Child SKU List is displayed.
Child SKU Setup
Screen
4. Optionally change the Child SKU’s to match a naming convention.

Keep in mind that the options attributes will be used to select the
appropriate SKU.
5. Select CREATE CHILDREN to create the SKU’s.

Child SKU’s
Application
6. Once created, use the Size/Color drop-down menu to select

individual SKU’s and make any necessary changes to Inventory,
Pricing, and Purchasing information.
See Also
Setting up Attribute Information Stock Maintenance -
for a Stock Item Attributes
Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion

To increase sales, you may want to have your order entry operator
make alternative or additional product suggestions to your customers
based on the entry of a certain stock item. There are four types of
product selling tools that M.O.M. lets you set up for an item, each with
their own special prompt in order entry. These tools can be set up one
per product or in combination.
Substitute Item - an alternative item that is suggested whenever the

item is unavailable.
Up-Sell Item - an alternative item that is suggested because it is
“better” than the item.
Cross-Sell Item - one or more items that are suggested because they
are “related” to the item as accessories or extra items.

Promotional Item - an item that is free or specially discounted based

on the purchase of the item(s).
In those cases where more than one selling tool is set up for an item,
M.O.M. prioritizes Up-Sells ahead of Promotion, followed by
Substitutes and Cross-Sells. Cross-Sells are only displayed if the
proceeding Up-Sell and/or Substitute is declined. A special Selling
Tools Report allows you to report on the activity and use of each
special type of item.
æ Note: When importing orders, if there is a mandatory substitution for

an item, the item will be substituted and there will be an entry on
the Exception Report showing the information about the
substitution.
To set up any one of the selling tools for a stock item,
1. Click on the General tab in the Stock Item Information screen.

General Tab
2. In the screen section titled, Cross-Sell, Up-Sell, Substitute,

Promote Items, use the pull-down menu to select “Add a New
Selling Tool”, and press the ADD button to display the Edit Cross-
Sell, Up-Sell, Substitute Item or Promotional Product screen.
To edit or delete an existing entry, select the entry using the pull-down
menu and press the EDIT button to display the Edit Cross-Sell, Up-Sell,
Substitute Item or Promotional Product screen.

Edit Substitute,
Cross-Sell,
Up-Sell,
Promotional
Product
3. Use the pull-down to select the Type of Selling Tool.

4. Enter or lookup the Stock Number for the item that is being
associated as a Cross-Sell, Up-Sell, Substitute or Promotion. Select
Allow Lookup to enter a partial stock number.
5. Optionally, enter a Description for Report to be printed on the
Selling Tools Activity Report.
6. For SiteLINK Users select the SiteLINK Availability whether the
selling tool will be available only on SiteLINK, for both SiteLINK
and M.O.M., or just M.O.M. orders.
7. Use the Display Condition check boxes to select under what
condition and/or within what date range you want the prompt
displayed to your order entry operator. For those conditions where
the customer has no choice but to accept the alternate item, select
the Substitute is Mandatory option.
8. Enter the Operator Script that you want the order entry operator
to read from when advising the customer of the Cross-sell, Up-sell,
Substitute or Promotion opportunity.
9. When complete, select SAVE to exit. To delete a selling tool, press
the DELETE button.
æ Note: To create a selling tool for a stock item with size/color, in the
General tab, in the screen section titled, Cross-Sell, Up-Sell,
Substitute, Promote Items, use the pull-down menu to select
“Copy To All Size Color Variations.” When prompted to “Default all
size/color variations to the selling tools,” select the YES button.

See Also
Setting up Cross-Sells, Up-Sells, Cross-Sell, Up-Sell, Substitute, and
Substitute and Promote Items Promotional Item Setup
Discontinuing an Item or Preventing an Item from Being Sold

Periodically you may need to discontinue an item for sale or prevent
an item from being sold.
When you discontinue an item, you let your sales staff sell the
remaining inventory in stock until all of it is depleted. When you select
to prevent an item from being sold, you no longer want to allow your
sales staff to sell the item, regardless of the remaining inventory in
stock.
M.O.M. enables you to select one or both of these options for an item.
1. Use the Stock Item Lookup to find and select the item.
2. Select the General tab in the Stock Item Information screen. (See
the screen on the previous page.)
3. To discontinue a stock item, check the box for Product is
Discontinued option in the Product Attributes area of the screen.
4. To indicate that a product can no longer be sold, select the Cannot
Sell Item option in the Product Attributes area of the screen.
See Also
Discontinuing Items
Preventing Items from Being Sold Stock Maintenance-General
Establishing Product and Supplier Return Codes

When a customer returns an item or you return an item to a supplier, it
is important to track the reason for the return. M.O.M. enables you to
define more than 60 different return codes for both product and
supplier. These codes are reported in the Profit by Product report.
To establish or redefine a return code,


Click on:Maintain
System Information
Global Parameters
2. Select the Return Codes tab.

3. Use the NEW button in the corresponding section to add a new
return code and definition for product or supplier. In addition to the
letter codes, you can also use the other keyboard characters $,%,^,*,
etc., as well as numbers.
Product and
Supplier
Return
Codes
4. When in a product return code, to indicate that a product should be

returned to inventory when assigned that reason code, check the
Return Merchandise to Inventory box. If the reason code
designates a broken or defective product, this box should not be
checked.
5. When in a supplier return code, to indicate that a product should be
removed from inventory when assigned that reason code, check the
Remove Merchandise from Inventory box.
6. To change a definition of a code, select the EDIT button.
æ Note: Product Return Code Z - Damaged, Not Usable cannot be
edited.

See Also
Setting Up Product Return Global Parameters
Codes Maintenance-Return Codes
Establishing Order Hold Reason Codes

Creating order hold reason codes allows you to track and report on
the reasons why orders are being put on either shipping hold,
processing hold, or permanent hold,

Click on: Maintain
System Information
Global Parameters

3. Use the NEW button to create a new reason code.
4. Enter a code and a description.
Order Hold
Reason
Codes
See Also
Setting Up Order Hold Reason Global Parameters
Codes Maintenance- Order Entry

Establishing Lost Order Reason Codes

Creating Lost Order Reason Codes will enable you to track the specific
reasons that caused an order to be cancelled. These reason codes are
reported in the Lost Sales Report.

Click on: Maintain
System Information
Global Parameters
Select the Miscellaneous tab.

Lost Order
Reason
Codes
2. Check the option Enable Tracking for Report.

3. Use the NEW button to create a new reason code.
4. Enter a code and a description.
See Also
Setting Up Order Hold Reason Global Parameters
Codes Maintenance- Miscellaneous

Renaming and Merging Stock Items

Periodically you may decide that you want to change the stock item
code for an item or multiple items after you set them up in the
Maintain Stock Item function. This special option enables you to do
this quickly and easily.
To rename or merge one or more stock items,

Click on:Product
Rename Stock Numbers
The Stock Numbers to Rename screen is displayed.
Rename
Stock Numbers
2. Enter or lookup the first Stock Number (the old code) to be

changed.
3. Enter the Change to # for the stock number, this is either the new
stock number or the existing stock number for merging.
æ Note: Merging existing stock numbers add the inventory of the old
SKU to the existing SKU.
4. For items With Size/Color variations, optionally enter the size/
color code to change just that variation. If you leave this blank on
an item with size/color variations, only the first part (the first 10
characters/numbers) of the stock code for those variations will be
changed, leaving each of the size/color variation codes (the
remaining 10 characters/numbers) unchanged.

5. Select ADD to add the stock number to the list of codes to be

changed.
6. Repeat steps 2-5 for all other codes to be changed.
7. To remove a code from the list, select REMOVE.
8. When all codes have been entered, select PROCESS to change the
old stock codes to the new stock codes.
æ Note: Renaming stock numbers changes all historical use of those

stock numbers, including items in customer orders.
See Also
Renaming, Merging Stock Rename/Merge Stock Number
Numbers
Renaming and Merging Suppliers

To keep M.O.M. up to date with any possible name change or
corporate mergers in regards to your Suppliers, this screen allows you
to change the Supplier Code and Description or merge them with an
existing one.

Product
Click on:
Rename Suppliers
The Rename Supplier Codes screen is displayed.
Rename
Suppliers

2. Your existing supplier code and description will be displayed.

3. Enter the new supplier info in the New Code and New Name
fields.
4. Select ADD to add the stock number to the list of codes to be
changed.
5. Repeat steps 2-5 for all other codes to be changed.
6. To remove a code from the list, select REMOVE FROM LIST.
7. When all codes have been entered, select PROCESS LIST to change
the old supplier codes to the new supplier codes.
See Also
Renaming, Merging Supplier Rename/Merge Supplier Codes
Codes
Changing Product Retail and Special Prices

Periodically you may decide that you want to change the retail or
special price of a stock item or multiple stock items after you set them
up in the Maintain Stock Item function. This special option enables
you to do this quickly and easily.

Click on: Product
Change Product Pricing
Change Product’s Retail & Special Prices

The Select Products screen is displayed.

Change
Product’s
Retail &
Special Prices
2. Using the selection screen, include the stock items that you wish to
change prices for from the Available Items list.
3. Select the price change for the product: Change Product Selling/
Special Prices By __% Over the Original Prices, Change Product
Selling/Special Prices By $___ Over the Original Prices or Change
Product Selling/Special Prices to a Specific Amount Of $___.
4. Optionally, select Include Product’s Special Unit Prices.
5. Finally select the rounding rules to apply.
6. Select the PROCESS button.
See Also
Changing Product Retail and Select Product Screen
Special Prices

Changing Product Vendor Prices

Periodically you may decide that you want to change the vendor price
of a stock item or multiple stock items after you set them up in the
Maintain Stock Item function. This special option enables you to do
this quickly and easily.

Click on:Product
Change Product Pricing
Change Product’s Vendor Prices
The Select Products screen is displayed.
Change
Product’s
Vendor Prices
change prices for from the Available Items list.
3. Select the price change for the product: Change Product Vendor
Prices By __% Over the Original Prices, Change Product Vendor
Prices By $___ Over the Original Prices or Change Product Vendor
Prices to a Specific Amount Of $___.
4. Optionally, select Include Dropshipped Vendor Prices.
5. Optionally, select Supplier from the dropdown list.
6. Finally select the rounding rules to apply.

See Also
Changing Product Vendor Prices Select Product Screen
Printing Additional Stock ID Labels

M.O.M. enables you to print additional Stock ID labels for your
products.

Click on: Product
Receiving and Inventory
Print Additional Stock ID Labels
The Print Additional Stock ID Labels screen is displayed.
Print Additional
Stock ID Labels
2. Select the Number of Labels to Print. (This number will be used for
each stock item you move to the Selected Items List from the
Available Items List.)
print additional labels for from the Available Items list.
æ Note: Items that have the option “Do not print Stock ID Labels” will
still appear on this list for label printing.
4. Optionally, highlight an item in the Selected Item List and modify
the Number Of Labels To Be Printed. This will modify the
number of stock labels printed for the highlighted item. This can be

done multiple times to any item from the Available Items List. Each
stock item can have a different quantity of labels printed for it.
æ Note: The labels may include stock number, stock number in
barcode (code 128 barcode font), the item price and item
description depending on your setup in the Printer Output tab of
Maintain > Global Parameters.
See Also
Printing Additional Stock ID Labels Customize Your Product Label

Chapter 3 Setting Up Advertising and Marketing Information
Chapter 3
Setting Up Advertising and Marketing Information

Setting Up Source Keys for Media Tracking

Setting Up Catalogs
Setting Up Customer Form Letters
Setting Up Pre-Defined Gift Greetings
Setting Up a Points and Rewards Program
Establishing RFM Analysis Settings
Creating a Default Advertising Message for Customer Invoices
Setting Up Order Type Codes
Setting up Order Promotions

Setting Up Source Keys for Media Tracking

An advertising source is any media device or channel that generates a
customer lead, new customer contact or new customer order. An
advertising source can be a periodical advertisement, TV
advertisement, solo product mailing, telemarketing promotion, catalog
mailing, or even a URL hyperlink on the World Wide Web.
In M.O.M., you set up a Source “Key” or code for each media source
that you use. Source keys are used whenever a new customer or new
order is entered into your M.O.M. system, and tracks the new customer
or order to its media source. This helps you determine how well your
advertising is doing based on the number of new customers and
amount of profit that you are generating from each advertising
channel. Source keys are used as a select criteria in the various profit
and response analysis reports, and can also be used as a select criteria
in the List Management Module to create target lists based on the
source keys to which a customer has responded.
To set up a new advertising source key,

Click on: Maintain
Advertising Information
Source Keys
The Source Key Lookup screen is displayed.
Source Key
Lookup

2. To change information for an existing source key, use the lookup

screen to find and select the source key and display the Source Key
Information screen.
For a new source key, select the NEW button to display the Source
Key Information screen.
Source Key
Information
3. Enter a Source Key and Title/Description for a new source key and
complete the other fields as required.
4. For Source Keys that will no longer be used, check the option
Inactive.
See Also
Setting Up Source Keys Source Key Maintenance
Source Key Examples
Advertising Source and
Catalog Methodology
Setting Up Catalogs
A catalog is something you sell from, a collection of your product or
stock items. By itself, it does not generate any response or customer
order. But, when a catalog is sent to a customer in a mailing (set up as
a source key) or is requested from an advertisement (set up as a
source key), it sells product for you. In M.O.M., you set up catalog

codes for each one of the catalogs that you sell from. Catalog codes
are usually associated with Source Keys in Source Key Maintenance
and are entered with new orders. They can also be used to create
special retail selling prices for products. Finally, catalog codes are used
in the Catalog Square Inch Analysis Report to track product sales by
page and page size, helping you to better plan the space and
positioning of products in future catalogs.
To set up a new catalog code,

Click on: Maintain
Catalog Codes
The Catalog Code Lookup screen is displayed.
2. To change information for an existing catalog, use the lookup

screen to find and select the catalog code and display the Catalog
Information screen.
For a new catalog, select the NEW button to display the Catalog
Information screen.
Catalog
Information
3. Enter a Catalog Code and Description for a new catalog and

complete the other fields as required.
4. For Catalog Codes that will no longer be used, check the option
Inactive.

Defining Allotted Catalog Page Space for Stock Items

If you want to use the Catalog Square Inch Analysis Report to calculate
profit by product by allotted catalog space, you have to define the
amount of space and page position that each item takes up in each
catalog.
To define the catalog page space for a stock item,

Click on: Product
2. Use the lookup screen to find and select the item and display the
Stock Item Information screen.
3. On the Stock Item Information screen, select the Pricing tab.
Stock Item
Pricing Tab
4. The catalog square inch and page position information needs to be

set up as a Special Situation Price for the item. Select the NEW
button to display the Special Price Information screen.

Special Price
Screen
5. In the Special Price Information screen, enter the Unit Price that
the item sells for in the particular catalog.
6. Enter the Catalog Code for the catalog. The catalog code must
already be set up in the Maintain Catalog Codes function.
7. Enter the Page # that the item is on in the catalog.
8. Enter the amount of space on the page that the product occupies in
the Sq. In. field. You can enter fractional amounts as decimals. For
instance, 4 and 1/2 square inches would be entered as 4.5.
10. If the item is in more than one catalog, repeat the above procedure
to set up the same information for the other catalogs.
See Also
Setting Up Catalog Codes Catalog Maintenance
Advertising Source and
Catalog Methodology
Setting Up Special Product Prices Stock Maintenance-Pricing

Setting Up Customer Form Letters

The Customer Notice maintenance function in M.O.M. is a very
powerful feature that lets you create all types of customized customer
correspondence. A customer notice might be designed to welcome a
new customer, to thank a customer for their order, to provide special
instructions for a special product, to tell a customer about a problem
with their order, etc.
A M.O.M. customer notice is created just like a regular letter that you
might create in a word processor. Whenever one of a set of predefined
“key words” that correspond to key pieces of information from the
customer database is inserted in the form letter, M.O.M. automatically
substitutes the corresponding information when the letter is generated
to create the impression that the letter was written to a particular
customer.
Once a customer notice is created, it can be “sent” to a customer

during order entry, contact entry, or to an entire target list of customers
created using the optional List Management Module. A restriction can
be chosen for the notice to limit when the notice can be used. As an
additional option, a Customer Notice can be “customized” on-screen
before it is sent to a customer during order entry or contact entry. You
can also elect to send the notice via e-mail or fax.
There are two options for creating notices. You can either create the
notice entirely within M.O.M. using the built-in word processing
capabilities. Or, you can create the notice using Microsoft’s MS Word
program, which can be accessed through an OLE Windows interface
directly from M.O.M.
Creating a Customer Notice without Using MS Word

To set up a new customer notice,

Click on: Maintain
Customer Notices
The Customer Notices Lookup screen is displayed.

2. To rewrite or change an existing notice, use the lookup screen to

find and select the notice and display the Maintain Customer Letter/
Notice screen. For a new customer notice, select the NEW button to
display the Maintain Letter/Notice screen.
Maintain
Customer
Notices
3. For a new notice, enter the Code for the letter and a Description.
4. Optionally, choose a Restriction for the notice to display the
available keywords in the Keyword List for that restriction.
5. Type the letter in the body of the screen. Any of the conventional
Windows Edit menu functions can be used, including cut & paste,
delete, copy, etc.
6. To optionally insert “key words” as required, you can choose a
keyword from the Keyword List dropdown menu.
7. For Emal Notices, click the SELECT... button to browse for and
attach a file that can be sent to a customer along with the notice.
æ Note: This function only works for emailed notices. Always keep in
mind that email service providers usually limit attachment sizes
(typically 5MB) for senders as well as recipients.
Creating a Customer Notice Using MS Word

If you have MS Word installed on your workstation/network you can
create customer notices in MS Word. Using this option, you have
access to all the formatting and editing options available in MS Word.

1. Create a new notice following steps 1-3 for Creating a Customer

Notice Without Using MS Word.
2. On the Maintain Customer Notice screen, select the Microsoft
Word RTF Document check box.
ç customer
Warning: You cannot change a previously created (non .RTF)
notice to a .RTF file without losing the existing notice.
3. Select the SELECT button to display the “open” screen.
Open Screen
4. Select a path and enter a filename for the notice in the RTF file
field. You must save the file as an RTF file.
5. Select the SELECT button or press Ñ to return to the Customer
Notice Maintenance screen.
6. Select the EDIT button to open MS Word.
æ keys
Note: If MS Word does not display on your screen, press the ËÎ
to open Word.
7. Write the notice in Word. Insert “key words” as required, making
sure that you enter the key word exactly as it appears in the key
word list in the Mail Order Manager On-Line Help.
8. When you are finished, Save and Exit in Word to return to the
Customer Notice Maintenance screen.
9. Select OK and then select the SAVE button.
10. To edit a customer notice previously created in Word, select the
SELECT button on the Customer Notice Maintenance screen to open
the notice in Word.
11. Save and Exit in Word to return to the Customer Notices

Maintenance screen and then select the SAVE button.
è exclusively
Hint: If you are creating a customer notice that is to be sent
as an e-mail using the MS e-mail send option in
Customer Contact, Order Entry, or the optional List Management
Module, it is not recommended that you create the notice using MS
Word. A customer notice created as an MS Word RTF file is
presented in an e-mail as a file attachment that needs to be opened
by the e-mail recipient. A regular (non-RTF) M.O.M. notice, which
is e-mailed as text, is preferable for e-mails.
æ Processing
Note: When printing Word RTF documents in M.O.M.’s Order
function, by default, they print in the background to
Word’s default printer. To have Word open during Stage 6 of Order
Processing to edit notices and/or decide where to print them,
deselect the Print Word RTF Documents in Background box on
the Notices tab in the Maintain Global Parameters function.
Creating a Shipment Acknowledgment Letter

The shipment acknowledgment letter can be sent when an order is
processed for shipment in M.O.M. during Stage 10 of the Order
Processing function.
1. Create (or edit) a shipment acknowledgment letter using the

Maintain Customer Notice function in M.O.M. Optionally, use the
key word %%SHIPMENT to include shipping tracking number, ship
date, etc. Use the key word %%SHIPORDER to include a list of the
items being shipped in that invoice.
2. From M.O.M.’s Main Menu,
Click on: Maintain
System Information
Global Parameters

Select the Notices tab.

Notices Tab
3. Use the drop down menu in the Notice to Send field to select the
notice written in Step 1.
4. Select one of the following send options for the letter (any
combination of options may be selected).
Print to Printer - Includes the letter in the normal run of notices in
the Batch Order Processing function.
Internet E-Mail - Sends the letter via e-mail using Microsoft’s Mail
program.
Fax - Sends the notice to the customer’s fax number.
5. To include a subject header on an e-mail or fax, enter the header in
the Subject Header for E-Mail or Fax field.
æ Note: If you select Internet E-Mail or Fax, you must have an e-mail
or fax client software installed on the Order Processing workstation.
Also, if e-mail is selected above and a customer does not have an e-
mail address entered on the Customer Information screen, M.O.M.
defaults to fax for that customer. If no fax number is on file, M.O.M.
defaults to a printed notice for that customer.
6. Select SAVE to exit.
Setting Up E-Mail and Fax Options

In addition to printing a customer notice, M.O.M. enables you to send
customer correspondence (customer notices) via e-mail or fax.
æ Note: The fax option is only available if you have Microsoft Mail with
faxing capability or WinFax 10.0.

To set up MS Mail E-mail and fax options,

Click on: Maintain
System Information
Global Parameters
The Global Parameters Maintenance screen is displayed.
2. Select the Notices tab (see the notices tab on the previous page).
3. Check the E-Mail box to send customer notices via e-mail. If you
will be using Outlook 2000 or later, select the Using Outlook 2000
or later box.
4. Check either the Fax Via E-Mail Software to send faxes via your e-
mail software OR the Fax Via Winfax box to fax customer notices
using Winfax 10.0 or later. If you are using WinFax and the area
code is required to make a local call, check the Use 1+ for local
dialing.
See Also
Setting Up Customer Notices Customer Notice Maintenance
Key Words List
Customer Notice Key Word List
Using Key Words in a Notice Customer Notice Key Word
Examples
Creating a Shipment Global Parameters Maintenance
Acknowledgment Letter - Notices
Enabling E-Mail Global Parameters Maintenance
and Fax Options - Notices
Setting Up Pre-Defined Gift Greetings

For gift businesses, M.O.M. enables you to create a set of standard gift
greeting messages that can be selected during entry instead of entering
a custom greeting for each gift order. These gift messages are printed
on shipping labels and/or labels for use in gift cards during order
processing. The gift messages might include a birthday greeting, a
holiday greeting, etc.

And, because the messages can be created using key words, it is

possible to include the name of the gift recipient as well as the gift
giver without having to customize the message in order entry.
To set up gift greetings,

Click on: Maintain
Standard Gift Greetings
The Standard Greetings Lookup screen is displayed.
2. To rewrite or change an existing greeting, use the lookup screen to

find and select the greeting and display the Greetings Information
screen. For a new greeting, select the NEW button to display the
Greetings Information screen.
Greetings
Information
3. For a new greeting, enter the Code for the greeting and a Greeting
Description.
4. Type the greeting itself in the Greeting Text field. Any of the
conventional Windows Edit menu functions can be used, including
cut & paste, delete, copy, etc.
5. Insert “key words” as required, using the KEYWORD LIST
dropdown menu or typing the key word exactly as it appears in the
greeting keyword list in the Mail Order Manager On-Line Help.
See Also
Setting Up Standard Greetings Standard Greetings
Maintenance
Setting Up a Points and Rewards Program

As a means of encouraging your customers to purchase more, M.O.M.
enables you to set up a points and rewards program based on
previous product purchases. These accumulated points can be
redeemed by customers on future purchases either as discounts on
particular products or as a discount on a future order total. During
order entry, M.O.M. automatically prompts the order entry operator to
apply points that are accumulated. In addition, you can view and/or
print a customer’s points on the Financial tab of the customer
information screen. There is also a special statement/report that can be
run for all customers with unredeemed points. See Generating
Customer Points and Rewards Statements in Chapter 19 of the User
Reference Guide.
To set up a points and rewards program,

Click on: Maintain
System Information
Global Parameters

2. Select the Accounting tab.

Accounting
Tab
3. Check the box for Use Points/Rewards.

4. Determine how points are to be accumulated by customers.
To allow points to be accumulated by total dollars spent, select 1
Point for Every $__ of Merchandise Purchased and enter the
dollar value.
To allow points to be accumulated only for certain products

purchased, select Points As Established For Each Product. You
must set up the earned point values for each product in the Maintain
Stock Item function. See the additional procedure below.
5. Determine how points are to be redeemed by customers.

To allow points to be redeemed as a credit on order total on a future
order, select 1 Point = $___ Off The Order Total and enter the dollar
value.
To allow points only to be used as a credit when purchasing certain

products, select Can Only Be Used To Buy Designated Products.
You must set up the redemption point values for each product in the
Maintain Stock Item function. See the additional procedure below.
æ applied
Note: Points applied to the order total create a journal entry. Points
to the item change the item price.
6. Optionally, if you are using the M.O.M. G/L interface, and have
selected to redeem points based on order total in Step 5, you can
select the G/L sub-account to post redeemed points. Use the pull-
down menu for Post Redemptions to the following Payment
Adjustments Sub Account to make your selection.
Establishing Point Values for Products

Click on: Product
item and display the Stock Item Information screen. For a new item,
select the NEW button to display the Stock Item Information screen.
3. On the Stock Item Information screen, select the Misc tab.
Miscellaneous
Tab
4. To set up the earned point value for the product, enter the value in
the Points Received When Purchased ___ field.
5. To set up the redeemed point value for purchasing the product,
check the box for and enter the value in the Use ___ Points to
Buy This Product field.
6. When you are finished, select SAVE.
See Also
Points and Rewards Global Parameters Maintenance

-Accounting
Points and Rewards Stock Maintenance-
for Products Miscellaneous
Establishing RFM Analysis Settings

In direct marketing, there are three factors that combine to determine
who your best customers are.
Recency - the more recent a customer’s previous purchase, the more

likely they are to purchase again in the future.
Frequency - the higher the total number of orders, the better the
customer.
Monetary Value - the higher the total dollars spent, the better the
customer.
Together, these three individual factors form what is known as a
customer’s RFM value. Because RFM is so closely related with list
creation, it is a part of the optional List Management Module. The way
that each company creates its RFM value using these three factors
varies, and for this reason M.O.M. enables you to define exactly how
this value is to be determined for your company. Once you establish
your settings, M.O.M. will automatically calculate and update RFM
value for each of your customers based on each purchase made. RFM
can be used by your customer service staff to quickly spot a good
customer. More importantly, it can be used in the optional List
Management Module to quickly create a list of your best customers.
To establish RFM settings

Click on: Options
List Management Module
Click on:

The List Management Module menu is displayed.

List
Management
Menu
3. On the List Management Menu Bar,
Click on:Maintain
RFM Analysis Settings
The RFM Analysis Settings Screen is displayed.
RFM Analysis
Setting

4. This table allows you to build a series of recency, frequency, and

monetary value statements to collectively rate each customer with
an RFM number. The two fields at the top of the screen, Highest
Possible Score and Lowest Possible Score, are determined by
the current statements in the table.
You may have multiple statements for any one type of the three RFM
factors based on ranges within each of the three areas. In other words,
there could be several statements for Recency, several for Frequency,
and several for Monetary Value.
To add a new statement, select NEW to display the RFM Entry pop-up
screen. To edit or delete a statement, select the VIEW/EDIT screen to
display the RFM Entry pop-up screen.
5. If you are adding a new statement, use the pull-down menu to

select Entry Type for the statement. If you are editing, make the
changes as required. To delete a statement, select the DELETE
button.
6. For a new statement, establish the Range. For Recency, the range is
in weeks. For Frequency, it is number of orders within a specified
number of months, and for Monetary Value, it is dollars within a
specified number of months.
7. For a new statement, enter the RFM Weight/Value that you want to
give to customers who meet the criteria of the statement.
8. When you are finished, select SAVE to return to the RFM Analysis
Settings screen.
9. On the RFM Analysis Settings screen, select PROCESS to apply the
new settings to your customer file to calculate or recalculate RFM
value for each customer.
See Also
Creating RFM Analysis Settings RFM Analysis Settings

Creating a Default Advertising Message for Customer Invoices

There are three levels of invoice messages or memos that you can
create in M.O.M. to be printed on the packing slip or invoice.
Custom Memo - when you enter or review an order, you can create
a custom memo to be printed on just that order’s invoice. When a
custom memo is created, it over-rides either of the two messages
below.
Source Key Message - when you set up an advertising source key,
you can create a special message associated with just that source
key. When the source key is entered on a customer order, the
source key message is automatically applied to the order and
printed on the customer invoice. A source key message over-rides
the Default Advertising Message below.
Default Advertising Message - this is the lowest level message and is
set up to be used only if no Source Key Message or Custom Memo
applies to an order.
To set up a Default Advertising Message,

Click on: Maintain
System Information
Global Parameters

Order
Entry
Tab

3. Enter the advertising message in the Default Invoice Message

field. To enhance the appearance when printed on the invoice, you
might consider “bordering” your message with special characters as
in the above example. Select the SAVE button when you are
finished.
See Also
Setting Up a Default Message Global Parameters
Maintenance-Order Entry
Setting Up Order Type Codes

As a means of enabling you to report and track orders that come in by
different means; for example, phone, mail, web, order taking service,
fax, etc., you can establish a set of user defined order type codes that
can be entered with each new order.
To set up order type codes,

Click on: Maintain
Order Type
The Order Type Lookup screen is displayed.
2. To change or delete an existing type code, use the lookup screen to

find and select the code and display the Order Type Code screen.
For a new order type, select the NEW button to display the Order
Type Code screen.

Order Type
Code
3. For a new order type, enter the Code and optionally enter a
description of the order type in the Description field.
4. Select the SAVE button to save the new or changed code. Select the
DELETE button to delete the type code.
See Also
Setting Up Order Type Codes Order Type Code Maintenance
Setting up Order Promotions

The Order Promotions screen allows you to setup discounts that apply
to an entire order, these discounts can be triggered by customer and
order information.
To setup Order Promotions,
Click on: Maintain

Order Promotions

The Order Promotions Information screen is displayed.

Order
Promotions
Information
è and
Hint: To move a promotion either up or down on the list, select it
click the arrows on the left of the screen. Order Promotions
should be listed by qualifications, from General to Specific.
2. To change an existing order promotion, select it from the list and
choose EDIT. For a new promotion, select the NEW button.
The Order Promotion Detail Information Screen is displayed.
Order
Promotion
Detail
Information
3. For a new promotion, enter the Code and a Description.

4. Optionally check the Apply this promotion in addition to other

discounts to allow this promotion to apply along with a product or
customer discount.
5. In the Apply This Promotion drop down menu, choose either:
To All orders when it Qualifies- Applies this promotion to any order
that qualifies for it.
Only on the first order of the Billing Customer- Limits this promotion
to first time customers only.
Only once per Billing Customer- This option restricts the application
of this order promotion to one per billing customer.
6. In the Pricing tab, various promotional pricing options are
displayed.
Apply Discount of __% directly to all products for orders
totaling over $___-This option will apply a flat percentage
discount to each item on an order with a merchandise total that
exceeds the specified amount.
$___ off orders over $___- This option will apply the specified
discount for orders that exceed an entered amount.
Automatically add product _______ to the order- This option
allows you to specify a promotional product to add to the qualifying
orders. The Product Notation field can be used to enter a message
that will appear on the invoice. Check the option Apply a special
selling price to the product to give the promotional product
either a special price or percentage discount.
Automatically add free ____ qty of product _______ when
minimum order of $____ and maximum order of $___ is met.-
This option allows you to add a specific quantity of the entered
product, when the order amount is between the specified amounts.
Apply Discount Of ____ % For Net Merchandise Total Range.-
This selection will give a discount on the item subtotal. This differs
from the discount in the first option because this discount is applied
on the total price of the items on the order instead of each
individual item price.
7. In the Customer tab, the order promotion can be setup to allow
customer type codes or an RFM value to trigger an order promotion.
You can create an order promotion exclusively to one customer,
Type in: the customer’s number in the Customer Number field.
8. In the Order tab, the order promotion can be setup to allow order
attributes to trigger an order promotion. You can also specify the
start and end dates for this promotion. Use the Optional Message
to appear on the Invoice to enter a message that will display

below the order totals on an invoice.

9. In the Shipping tab, you can optionally setup flat rate shipping
amount for orders that qualify for this promotion. You can also
specify which shipping method you wish to use for this order.
ç all
Warning! If a shipping method is specified in the order promotion,
boxes in the order must ship with the same shipping code to
qualify or the discounted rate.
10. In the SiteLINK tab, SiteLINK users can check the option This
promotion is available on SiteLINK to publish this promotion to
their SiteLINK store for internet orders.
See Also
Setting up Order Promotions Order Promotion Detail Information
Order Promotion Report Order Promotions Activity Report


Chapter 4 Setting Up Accounting Information
Chapter 4
Setting Up Accounting Information

Setting Up Sales Taxes

Setting Up Credit Card Merchant Accounts
Setting Up Accounts Payable Terms for Suppliers
Setting Up Default Customer Terms
Setting Up COD and Open Invoice Order Payment Rules
Setting up Allowed Forms of Payment
Setting Up the General Ledger Interface
Establishing Inventory Valuation Method

Setting Up Sales Taxes

Depending upon the location of your company, you may need to
collect sales taxes at the local (city/ZIP code), county, or state level.
You may need to calculate taxes at more than one level. Non-U.S.
companies may need to calculate sales taxes at the national level
(VAT). M.O.M. lets you set up sales taxes at one or more levels. All
sales taxes are reported in the Sales Tax Collection report.
Setting up Country Sales Taxes and Tax Classes

Click on: Maintain
Accounting Information
Sales Tax Tables
The Sales Tax Rates screen is displayed with the National Tax Rates
tab activated.
National Sales
Tax
Rates
2. To set up a Value Added Tax (VAT) or national sales tax, use the list
box to select the Country and enter the National Sales Tax Rate.
3. If shipping is taxable in the Country, check the box for Tax
Shipping.
4. If a country does not require you to collect tax on boxes with all
non-taxable items, check the Do Not Tax Shipping On Boxes
With All Non-Taxable Items box.
5. If a country requires you to collect tax on handling fees only, check
the Tax Handling Fees Only box.
6. Optionally, use the pull-down menu to set up as many as five (A-E)

tax classes for the Country to classify product sales as either taxable
or non-taxable. For each tax class that you set up that is taxable,
check the box Tax Class is Taxable. See Setting Up Accounting
Information for a Stock Item in Chapter 2, for information about
assigning National Tax Class to a product.
7. Select the CLOSE button, or continue with state, county and/or ZIP/
city level taxes.
Setting up State Sales Taxes, Tax Classes and Finance

Charges
1. On the National Tax Rates tab of the Sales Tax Rates screen, select
(highlight) the country for which you want to set up state level
taxes.
2. Select the State Tax Rates tab.
State Sales
Tax
Rates
3. To set up a state or province sales tax, select the state in the state
list and enter the Tax Rate For State.
4. Optionally, enter Finance Charges Rate For State. Consult state
regulations for maximum allowable rates by state. This rate is used
when Generating Customer Statements for overdue balances. See
Generating Customer Statements in Chapter 19 of the Reference
Guide.
5. If shipping is taxable in the State, check the box for Tax Shipping.
6. If a state does not require you to collect tax on boxes with all non-
taxable items, check the Do Not Tax Shipping On Boxes With All
Non-Taxable Items box.

7. If a state requires you to collect tax on handling fees only, check the
Tax Handling Fees Only box.
tax classes for the State to classify product sales as either taxable or
non-taxable. In addition, a special tax rate can be assigned to
enable certain products to be taxed at different rates than other
products.
For each taxable tax class, check the box Tax Class is Taxable, and
enter the Tax Rate. See Setting Up Accounting Information for a Stock
Item on page 81, for information about assigning State Tax Class to a
product.
9. Select the CLOSE button when you are finished, or continue with
setting up county and/or ZIP/city level taxes.
Setting Up County Level Taxes and Tax Classes

1. On the State Tax Rates tab of the Sales Tax Rates screen, select
(highlight) the state for which you want to set up county level taxes.
County Sales
Tax Rates
2. Select the County Tax Rates tab.

3. To set up a county sales tax, select the county in list and enter the
Tax Rate For County.


tax classes for the County to classify product sales as either taxable
or non-taxable. In addition, a special tax rate can be assigned to
products.
Item in Chapter 2, for information about assigning County Tax Class to
a product.
5. If shipping is taxable in the County, check the box for Tax

Shipping.
6. If a county does not require you to collect tax on boxes with all
7. If a county requires you to collect tax on handling fees only, check
8. Select the CLOSE button when you are finished, or continue setting
up ZIP/city level taxes if required.
Setting Up ZIP Code or City Level Taxes and Tax Classes

1. On the County Tax Rates tab of the Sales Tax Rates screen, select
(highlight) the county for which you want to set up ZIP Code level
taxes.
2. Select the Zip/City Tax Rates tab.
Zip/City Sales
Tax Rates

3. In the list of ZIP Codes and Cities, select the ZIP Code or City and
enter the Tax Rate for Zip/City.
tax classes for the Zip/City to classify product sales as either taxable
or non-taxable. In addition, a special tax rate can be assigned to
products.
Item in Chapter 2, for information about assigning Zip/City Tax Class
to a product.
5. If shipping is taxable in the Zip/City, check the box for Tax

Shipping.
6. If a zip/city does not require you to collect tax on boxes with all
7. If a zip/city requires you to collect tax on handling fees only, check
8. If you always want a ZIP Code or City reported on the Sales Tax
Report even if nothing was sold in that ZIP Code, check the box for
Always Report Sales.
9. Select the CLOSE button when you are finished.
è Hint: To set up a city with a discount tax rate (commonly known as

an “enterprise zone”), enter a negative rate to discount the normal
state and/or country rate that applies.
See Also
Setting Up National Tax Rates Sales Tax Maintenance-National
Setting Up State Tax Rates Sales Tax Maintenance-State
Setting Up County Tax Rates Sales Tax Maintenance-County
Setting Up ZIP/City Tax Rates Sales Tax Maintenance-ZIP/City
Setting Up Finance Charges by State Sales Tax Maintenance-State

Setting Up Credit Card Merchant Accounts

For each credit card merchant account that you have with either a
bank or with a card service provider, you need to establish certain
parameters associated with the way that M.O.M. processes payments
for that account.
To set up or change a credit card merchant account,

Click on: Maintain
Credit Card Merchant Accounts
The Credit Card Merchant Lookup screen is displayed.
Credit Card
Merchant
Lookup
2. To change information for an existing merchant account, use the

lookup screen to find and select the card code and display the
Credit Card Merchant Account Information screen. For a new
merchant account, select the NEW button.

Credit Card
Merchant
Account
Information
3. Enter a Card Code and Card Name for a new account and complete
the other fields as required. Select the SAVE button when you are
finished.
æ Note: When setting up a special card code for use with the Point of
Purchase Module, make sure that Card Type is Available on the
Web is not selected.
For more information about setting up the information associated with
the optional Interactive Credit Card Authorization System, see Chapter
10, Setting Up the Interactive Credit Card Authorization System
See Also
Setting Up Merchant Accounts Merchant Account Maintenance

Setting Up Accounts Payable Terms for Suppliers

You can set up the terms that you have with each supplier, and
M.O.M. uses the information to help you manage your payables by age
and discount opportunities in the A/P Aging Report.
To setup default terms for a supplier,

Click on: Maintain
System Information
Global Parameters

Accounting
Tab
3. At the top right of the screen, enter the A/P terms.

æ Where
Note: the Default Terms are expressed as XX % YY Days, Net ZZ.
XX = a discount percentage available if the invoice is paid
within YY days, and ZZ = the number of days that a customer has
to pay the invoice.
To define the terms for a supplier,

Click on: Product
Maintain Suppliers
The Supplier Lookup screen is displayed.
5. Select the Supplier for which you want to establish terms.

The Supplier Information screen is displayed.
Supplier
Information

7. If you have an open account with the supplier, click on the top
radio button for Payment Terms and enter a discount %, the
number of Days to pay by to receive the discount, and the Net
terms (30 days, etc.) If no discount applies, just enter the Net terms.
8. If you do not have an open account and must either prepay or pay
COD to the supplier, click on the COD/Pre-Pay radio button.
See Also
Setting Up A/P Terms for Suppliers Supplier Maintenance
Setting Up Default Customer Terms

For companies that open bill their customers, M.O.M. lets you establish
default accounts receivable terms for all customers.
æ ride
Note: You can also establish terms for a specific customer that over-
the default terms. See Viewing or Setting Up Customer
Financial Information in the Chapter 1 of the Reference Guide.
To establish default terms,


Click on: Maintain
System Information
Global Parameters

Accounting
Tab
3. At the top right of the screen, enter the A/R terms.

æ Where
Note: the Default Terms are expressed as XX % YY Days, Net ZZ.
XX = a discount percentage available if the invoice is paid
within YY days, and ZZ = the number of days that a customer has
to pay the invoice.
4. Optionally, enter an Opening Credit Limit for customers who pay
by invoice.
5. Optionally, select Apply Terms discount for Account Receivables
merchandise total amount only in the Business Rules section. This
will apply the discount only on the billed merchandise not on the
total billed amount which includes tax, shipping & merchandise.
6. In the Use ____ For Avg Days To Pay Basis option, select to use
either the Invoice Date or the Due Date to calculate the average
number of days that a customer takes to pay an open invoice. This
calculation is displayed in the Financial tab of the Customer
Maintenance screen.

See Also
Setting Up Default Terms Global Parameters
Maintenance-Accounting
Setting Up COD and Open Invoice Order Payment Rules

To help protect you from potentially unpaid orders, M.O.M enables
you to globally require cash payment for all COD orders and to extend
open invoicing only to a customer with an established customer credit
limit.
To set up either of these rules,

Click on: Maintain
System Information
Global Parameters
2. Select the Accounting tab. (See the screen on the previous page.)
3. In the Business Rules section of the screen, check the box for
Customer Must Have a Credit Limit Established for Open
Invoicing to prevent a customer who has not yet been set up with
a credit limit from ordering on open invoice.
4. Check the box for Cash Only Required On All COD Orders to
automatically over-ride the order entry selection choice for Cash or
Customer Check on COD orders.
See Also
Setting Up Accounting Business Global Parameters
Rules Maintenance-Accounting

Setting up Allowed Forms of Payment

M.O.M. accepts many different forms of payments, however according
to your business rules or account setup you may not accept a few of
those payment types. M.O.M. allows you to disable specific payment
types so they cannot be chosen during order entry.

Click on: Maintain
System Information
Global Parameters
Select the Accounting tab.
2. In the Allowed Forms of Payment section, check the payment

options you would like to make available. There are two separate
lists for M.O.M. orders and for Retail orders using the Point of
Purchase Module.
See Also
Setting Up Payment Options Global Parameters
Setting Up the General Ledger Interface

Although M.O.M. itself does not have a general ledger built into the
system, the M.O.M. journal transaction files for accounts payable and
accounts receivable can be posted to an external general ledger system
of your choice.
Defining General Ledger Interface Accounts

M.O.M. provides a special screen to “map” the M.O.M. journal
accounts to your external general ledger accounts. The information in
this screen needs be completed if you want to post your M.O.M. A/P
and A/R transaction journals to an external general ledger.
To set up your general ledger accounts,


Click on: Maintain
G/L Interface
The Maintain General Ledger screen is displayed.
Maintain
General
Ledger
2. To define a general ledger account number for a M.O.M. journal

account, select (highlight) the M.O.M. journal account in the list and
select the SELECT button.
The General Ledger Account Entry screen is displayed.
Maintain
General
Ledger

3. Enter the Account Number from your general ledger software to

which you want to post the selected M.O.M. Journal Account.
4. If you are starting to use M.O.M. in the middle of your financial
year, you might also want to enter a starting figure for the account
in the Adjusting Balance field. This would be the amount
currently in your general ledger account. The figure entered does
not affect any posting balance but is displayed in the Current
Balance column on the Maintain General Ledger screen.
Select the SAVE button to return to the Maintain General Ledger

screen.
Creating Departments (sub-accounts)

For some accounts in the G/L Maintenance Screen you can set up
departments or sub-accounts with their own unique identification.
There are five accounts that allow you to create departments.
Purchase Adjustments
Sales
Cost of Goods
Sales Returns
Payment Adjustments
When set up, these departments enable you to post to your G/L
package specific amounts for special categories within the larger
account.
The departments for Sales, Cost of Goods, and Returns are used by
some companies to have individual product sales or sales by type of
product reported to a specific sub-account. All three are available in
pull-down lists in the Inventory tab of the Maintain Stock Item
function.
The departments for Purchase Adjustments and Payment Adjustments

are used primarily to handle certain instances of order payment, for
instance redeemed points from a points and rewards program, bad
checks, etc. These departments are available in a pull-down list
whenever an order adjustment sub-account selection is required.
To create a department,
1. On the Maintain General Ledger screen, select the CREATE

DEPARTMENT button.

The General Ledger Account Entry pop-up screen is displayed. (See

the picture on the previous page.)
2. Enter the Dept Code for the department.

3. Enter the Account Number from your general ledger software to
which you want to post the selected M.O.M. Journal Account.
4. Enter the Title for the Department.
5. If you are starting to use M.O.M. in the middle of your financial
year, you might also want to enter a starting figure for the account
in the Adjusting Balance field. This would be the amount
currently in your general ledger account. The figure entered does
not affect any posting balance but is displayed in the Current
Balance column on the Maintain General Ledger screen.
6. Select the SAVE button to return to the Maintain General Ledger
screen.
Selecting a G/L Accounting Program and Export File Paths

M.O.M. provides an interface to several of the most popular general
ledger accounting programs. You can also specify the file name and
file paths for the Accounts Payable and Accounts Receivable posting
files.
To make these selections,

Click on: Maintain
System Information
Global Parameters
The Maintain Global Parameters screen is displayed.


Accounting
Tab
3. Use the General Accounting Package list box to select the

accounting package that you are using. Depending on your
selection, the two additional check-box options may or may not be
available.
Create a Separate A/R Journal Entry for Each Day’s Activity -
Check this box to have M.O.M. post subtotals by day by account
instead of just a summary for the period being posted.
Send Vendor Bills to G/L Package For Payment - Check this box
to post the vendor amounts payable to your accounting package
before you pay them in M.O.M.’s Pay Suppliers function. This
enables you to pay vendors in your accounting system instead of
M.O.M.
4. To change the file name and/or path for the Accounts Receivable
Export File,
Click on:
The standard Windows Save As screen is displayed.
5. Enter the path and/or file name.
6. To change the file name and/or path for the Accounts Payable
Export File,
Click on:
The standard Windows Save As screen is displayed.

7. Enter the path and/or file name.

See Also
Setting Up the G/L Interface G/L Interface Maintenance
Global Parameters
Mail Order Manager Accounting Accounting Methodology
Establishing Inventory Valuation Method

There are three options to determine how inventory is to be valued,

Click on: Maintain
System Information
Global Parameters
2. Select the Accounting tab. (See the previous screen.)
3. In the Inventory Accounting Method section of the screen, use the
pull-down menu in the Inventory Accounting Method field to
select one of the following:
Average Cost - M.O.M. updates the value of your entire inventory
each time you receive product from suppliers by averaging the buy
price for all items in inventory at the time of each delivery.
Last in First Out (LIFO) - M.O.M. keeps a separate cost lot for each
instance of receiving. Stock items from the most recent lot received
(last in) are sold before (first out) items from older lots.
First In First Out (FIFO) - M.O.M. keeps a separate cost lot for each
instance of product receiving. Stock items from the oldest lot (first
in) are sold (first out) before selling the most recent lots.
4. Select the SAVE Button when you are finished.
æ Note: Changing inventory valuation methods in “mid-stream” has
certain limitations and consequences. Before changing any
inventory valuation methods consult with your business financial
advisor and then refer to the On-Line Help entry on Inventory
Valuation Methods for details.

See Also
Inventory Valuation Method Global Parameters
Maintenance - Accounting
Inventory Valuation Methods
Changing Valuation Method Inventory Valuation Methods


Chapter 5 Setting Up Shipping Information
Chapter 5
Setting Up Shipping Information

Setting Up Shipping Methods

Setting Up Carrier Zones and Rates for Shipping Methods
Establishing Customer Charges for Shipping Methods
Setting Up Special Shipping Charges for a Stock Item
Setting Up a Flat Rate Shipping Charge for a Source Key
Setting Up Call Tag (Return Label) Service
Determining Carrier Calculated Declared Value
Allocating COD Charges for Orders Shipped in Multiple Boxes
Setting Up the Interface for an Electronic Bench Scale
Making Special Settings for Drop Shipments

Setting Up Shipping Methods

In M.O.M., a shipping method is any particular type of service used to
transport packages to your customers.
For example, UPS has many shipping methods for domestic shipping
including: Standard-Ground (Residential), Standard-Ground
(Commercial), Three-Day Select, Second-Day Air Parcel, Second-Day
Air Letter, Next Day Air Parcel, Next Day Early AM Parcel, Next Day
Air Letter, and Next Day Early AM Letter. So, for UPS there is one
carrier, but multiple separate shipping methods, each of which must
be maintained using this function. Additional UPS services such as
Adult Signature Requirements and Shipper Release are also supported
by M.O.M. These services can be added to a package at the time it is
entered as an order or when it is being packed using the Packer’s
Workstation. Call Tag service is also supported and can be requested
in Order Review when required.
To save you time, M.O.M. comes with several pre-set shipping

methods for the most frequently used carriers. Additional shipping
methods can be set up if they are required. You can print a listing of
all of the preset shipping methods in the Listing menu of the Reports
option on the Main Menu Bar.
To set up a new shipping method or to change the information for an

existing method,

Click on: Maintain
Shipping Information
Shipping Methods
The Shipping Method Lookup screen is displayed.

Shipping
Method
Lookup
2. For an existing shipping method, use the lookup screen to find and
select the method and display the Shipping Methods Maintenance
screen.
For a new method, select the NEW button to display the Shipping
Methods Maintenance screen.
3. Select the General Information tab.

Shipping
Method
Maintenance-
General
Information

4. Enter a Shipping Method Code and Description for a new method

and complete the other fields as required. Select the SAVE button
when you are finished.
è they
Hint: Users who wish to remove existing shipping methods so that
no longer appear as options during order entry, should use the
INACTIVE SHIPPING METHOD flag located above the method
description. This will prevent the method from being displayed in
search screens while continuing to keep its history intact.
æ Automatic
Note: Some fields on this screen are only for use with the optional
Shipping Calculations Module. If a field is dimmed, the
Automatic Shipping Calculations Module has not been installed.
5. Optionally, Use the Shipment Confirm URL field to enter the web
address that can the customer can use for tracking a package
shipped using this method, If left blank, the default tracking URL
will be used (UPS, USPS, FedEx, and DHL only). Be sure to enter
<<trackingno>> where the tracking number should be to allow
M.O.M. to automatically populate the tracking number. If a URL has
already been entered for this carrier, simply select it from the drop
down list.
Google Checkout
For SiteLINK Users that utilize Google Checkout as a payment method
for their customers they must make certain shipping methods available
For more information about setting up Google Checkout in SiteLINK,
see Setting up Google Checkout Payments for Shoppers in Chapter 3 of
the SiteLINK Reference Guide.
æ Google
Note: You must have at least one shipping method available for
Checkout and it is highly recommended that you have no
more than 5.
1. Enter Carrier and Service Information for this method in the
Description field. Shoppers will see this information when
selecting a method.
2. Google Checkout is required to communicate with your SiteLINK
store to determine the charges for any given order. If this
communication fails, the customer will be charged the value
entered in the Default Charge for shipping.

See Also
Setting Up Shipping Methods Shipping Method Maintenance-
Overview
Shipping Method Maintenance-
General Information
Carriers and Shipping Methods Carrier and Shipping Method
Methodology
Automatic Shipping Calculations Automatic Shipping
Module Calculations Module
Setting Up Carrier Zones and Rates for Shipping Methods

If you have the Automatic Shipping Calculations Module installed with
your M.O.M. system, you need to set up the information that tells
M.O.M. how much a carrier charges you to ship a package to your
customer.
Setting Up Zones for a Shipping Method

Most shipping companies divide the nation and world into shipping
“zones” based on your local address. A shipping zone is usually based
on the difference between the origin ZIP Code and the destination ZIP
Code. For instance, a parcel shipped from New York to California via
UPS is calculated as Zone 6 according to UPS. A parcel shipped from
New York to New Jersey is calculated as Zone 1.
Naturally, the package going to California from New York is more

expensive to ship than the one going to New Jersey. Because each
M.O.M. user has a different company address, you must set up the
shipping zone tables for each shipping method that you use.
To set up or maintain a shipping zone table for a shipping method,
1. On the Shipping Methods Maintenance screen, select the Zone

Table tab.

Shipping
Method
Maintenance-
Zone Table
2. If you are maintaining either a UPS or FedEx shipping method, you

can automatically set up all of the zones for all shipping methods
for that carrier at once. You must have your original M.O.M. Main
System Installation CD-ROM to use this feature. Select the AUTO
SETUP button, and enter your ZIP code when prompted. You must
do this for at least one UPS shipping method and at least one FedEx
method. If you move your company and need to change the ZIP
Code at some point in the future, just run the AUTO SETUP feature
again.
æ Note: For multi-warehouse use with the optional Advanced

Warehouse Module, the Auto Zone program distributed in the
shipping update sets up UPS and/or FedEx zones for all
warehouses automatically. You do not have to select any particular
warehouse and no zip code entry is required.
3. To set up zones manually, obtain a copy of the zone chart for your
business location from the carrier for the shipping method. You
need this information to make the proper entries in the zone tables.
4. To set up a zone, select the NEW button. The Zone Information
pop-up screen is displayed.
æ Note: If you have the Advanced Warehouse Module and want to

manually set up a zone table for a warehouse, use the Warehouse
Location pull-down menu to select a warehouse and display the
Zone Information screen for that warehouse.

Shipping
Method
Maintenance-
Zone
Information
5. Enter the From Zip (low value) and To Zip (high value) and the
corresponding Zone from the carrier’s zone chart. When you have
completed all the entries, select the SAVE button.
6. Repeat Steps 4 and 5 above until all of the zones have been entered
for the shipping method.
7. To make changes to a zone, select the EDIT button to display the
Zone Information pop-up screen.
8. To delete a zone, select the REMOVE button.
9. Repeat the above procedure (steps 1, 3, 4 and 5) for each shipping
method for which zones must be manually established.
Setting Up Carrier Rates for a Shipping Method

A carrier rate is the amount that a carrier charges you to deliver a
package of a certain weight to a carrier zone. The M.O.M. Automatic
Shipping Calculations Module contains the rates for all of the carriers
associated with the pre-set shipping methods in the system, UPS,
FedEx, DHL, and USPS. For this reason, it is not necessary to maintain
rates for any shipping method associated with one of these carriers.
For any shipping method associated with any of these carriers, the
Rate Tab is dimmed and unavailable.
If you are setting up a shipping method for a carrier that is not

included with the Automatic Shipping Calculations Module, you need
to set up the Rate Table for the shipping method.

To set up or maintain a rate table for a shipping method,
1. On the Shipping Methods Maintenance screen, select the Rate

Table tab.
Shipping
Method
Maintenance-
Rate
Information
2. Select the NEW button.

The Rate Information pop-up screen is displayed.
Shipping
Method
Maintenance-
Rate
Information
3. Enter the carrier Zone.

4. Enter the Low Weight and High Weight and the corresponding
Charge from the carrier’s rate chart.

5. When you have completed making the entries, select the SAVE
button.
6. Repeat Steps 1-4 above until all of the rates have been entered.
7. When all of the rates have been entered, select the SAVE button on
the Rates Table tab.
8. To make changes to a rate, select the EDIT button to display the
Rate Information pop-up screen.
9. To delete a rate, select the REMOVE button.
See Also
Setting Up Carrier Zones Shipping Method Maintenance-
Zone Table
Setting Up Carrier Rates Shipping Method Maintenance-
Rate Table
Establishing Customer Charges for Shipping Methods

With the Automatic Shipping Calculations Module you can create
special customer shipping charges for each shipping method that you
set up in your M.O.M. system. Using this feature, you can charge
customers shipping charges based on the number of items in an order,
the total dollar value of the order, the shipping weight, etc. And
because you establish customer charges for each shipping method,
you can control exactly how much and under what circumstances a
customer is to be charged for shipping via ground service, 2nd Day,
Next Day, etc.
Setting Up Charges Based on Merchandise Total

1. On the Shipping Methods Maintenance screen, select the Customer
Shipping Charges tab and select the Merchandise Total Range
Charges sub tab.

Shipping
Method
Maintenance-
Customer
Shipping
Charges-
Merchandise
Total
Range Charges
2. To create an Order Total range, enter a From $ (low value) and To

$(high value). For each total range, enter either an Exact Charge
for shipping or choose to calculate shipping as a % Of Total.
3. Optionally, check the box titled Calculate Merchandise Total
Separately for Each Ship-to Address to provide a shipping
calculation for each address on orders with multiple shipping
addresses.
æ Note: Order Total charges can be combined with any of the Per
Package Charges on the Basic Charges sub tab. When combined,
total charges are always charged on the first shipment only.
Setting up Charges based on Item Weight

Shipping Charges tab and select the Weight Range Charges sub
tab.

Shipping
Method
Maintenance-
Customer
Shipping
Charges-
Weight
Range Charges
2. To create a Weight Range, click the NEW button.

3. Enter the Low Weight, the High Weight and the Charge for this
range, click the SAVE button when done.
Setting up Charges based on Item Quantity

Shipping Charges tab and select the Quantity Range Charges
sub tab.
Shipping
Method
Maintenance-
Customer
Shipping
Charges-
Quantity
Range Charges

2. To create a Quantity Range, click the NEW button.

3. Enter the Low Zone and the High Zone. This will enable you to set
charges based on delivery location in addition to the item quantity.
4. Enter the Low Quantity and the High Quantity, along with the
Charge for this Zone and Quantity range.
Setting Up Charges based on other Order Information

Shipping Charges tab and select the Basic Charges sub tab.
Shipping
Method
Maintenance-
Customer
Shipping
Charges-
Basic Charges
2. For each Per Package Charge option, select the Amount (or
percentage in the case of Actual Charges) and When to Charge the
customer. More than one Per Package Charge may be used to create
your customer charges for the shipping method. In addition, any
Per Package Charge on the Basic Charges sub tab can be combined
with the Order Total charges set up on the Merchandise Total
Range Charges sub tab.
3. For each Per Manifest Charge option, select the Amount and
When to Charge the customer. More than one Per Manifest Charge
may be used to create your customer charges for the shipping.
è individual
Hint: If you often select a special shipping method for one or more
line items in customer orders, you should use Per Item
Charge, Per Pound Charge/Weight Range Charge or Actual Charges.
Only those types of charges will calculate charges for a single line
item.

See Also
Setting Up Customer Shipping Shipping Method Maintenance-
Charges Customer Shipping Charges
Setting Up Special Shipping Charges for a Stock Item

M.O.M. lets you set up special “extra” customer shipping charges on
an item. You need the Automatic Shipping Calculations Module to set
up these types of customer shipping charges. Any special shipping
charges set up for an item are automatically added to any other
shipping charges that M.O.M. calculates from the parameters you
establish in the Maintain Shipping Methods function.
To set up an extra shipping charge for a stock item,

Click on: Product
The Stock Item Lookup screen is displayed. (See Chapter 2, Setting Up
Suppliers and Stock Information.)
2. Use the lookup screen to find and select the item and display the
Stock Item Information screen.
Stock Item
Information -
General
Information

3. On the General tab in the Stock Item Information screen, enter the
extra shipping charge for the item in the Product Specific
Shipping Charges.
See Also
Setting Up an Extra Shipping Stock Item Maintenance-
Charge for an Item General Information
Setting Up a Flat Rate Shipping Charge for a Source Key

In some cases, a flat rate shipping charge is promoted to a customer in
a space advertisement or special offer. For example, “Include $4.00 for
shipping and handling.” For these situations, M.O.M. lets you charge a
flat shipping rate along with recording the other information that you
set up for the advertising Source Key. This flat rate charge is
automatically applied in place of any other customer shipping charge
to any order that is entered with the particular source key.
To set up a flat rate shipping charge for a source key,

Click on: Maintain
Source Keys
The Source Key Lookup screen is displayed. (See Chapter 3, Setting Up
Advertising and Marketing Information.)
2. Use the lookup screen to find and select the source key and display
the Source Key Information screen.

Source Key
Information
3. In the Shipping Information area of the screen, check the box for
Use Flat Rate Shipping.
4. Enter the flat Shipping Rate.
5. Select SAVE when you are finished.
See Also
Setting Up a Flat Shipping Rate Source Key Maintenance
for a Source Key
Setting Up Call Tag (Return Label) Service

M.O.M. considers a Call Tag a special type of stock item.
Whenever you want to “call back” a customer order, the special item
for Call Tag service is added to the order by selecting the CALL TAG
ITEM button in the Packaging tab of the Order Review screen or
simply by entering it as a line item just like any other line item.
To set up the special Call Tag item,

Click on: Product

2. Select the NEW button to display the Stock Item Information screen.
The General tab is displayed.
Stock Item
Information
3. In the Stock Number field,

Type: CALL TAG (include the space between the two words)
4. In the Description field,
Type: Call Tag Service (or whatever description you want to give
the item)
5. Select the Inventory tab.
6. In the Units in Stock field, enter a high number. On an on-going
basis, you must maintain inventory for the item.
7. Select the Pricing tab.
8. In the Normal Retail Selling Price field, enter the price that you
want to charge your customer for the service. (The price can be
$0.00 if you do not want to charge for the service.)
9. Select the SAVE button.
æ Note: The Call Tag product must be set up as a non-service item and
must have units in inventory.

Determining Carrier Calculated Declared Value

If a package is lost or damaged by the carrier, the contents value may
be reimbursed by the carrier. M.O.M. lets you select how the declared
value is calculated for insurance purposes for each carrier, based on
retail selling price, your cost, or no value.
To make this setting,

Click on: Maintain
Shipping Methods
The Shipping Method Lookup screen is displayed.
2. Select the Shipping Method.

Shipping
Method
Maintenance-
General
Information
3. In the Carrier Insurance Charge box, use the Declared Value

Based On list box to determine how you want the contents value
to be calculated. “None” assumes no value.

See Also
Setting Up a Stock Item Stock Maintenance-Overview
Setting Declared Value Shipping Method
Maintenance-General Information

When an order is paid COD and is shipped in more than one box,
many companies prefer to have an individual COD tag for the
appropriate amount for each box in the shipment. This prevents a
customer from accepting only the boxes in the shipment without COD
amounts due and refusing the box with the single COD amount. If you
want to save your customers extra COD charges and prefer only one
COD tag in a shipment regardless of how many individual boxes in
that shipment, M.O.M. provides an option to let you determine the rule
for multi-box situations.
To set this preference,

Click on: Maintain
System Information
Global Parameters
2. Select the Shipping tab.

3. Select the Misc sub tab.

Global
Parameters-
Shipping Tab-
Misc. Tab
4. To print a COD tag for each box in a multiple-box shipment and

allocate charges accordingly, click on “Allocate Charges On Boxes”
for the COD Tags field in the Shipping Preferences section.
To combine all charges into one COD tag to attach to only one box
regardless of how many individual boxes are in a shipment, click on
“Make Only One Tag.”
See Also
COD Tag Charge Allocation Global Parameters
Maintenance-Shipping

Setting up Interfaces with Shipping Carriers

For information on setting up M.O.M. to integrate with the shipping
software of carriers like UPS and FedEx, log into the Dydacomp
Support page at http://www.dydacomp.com/support/login.asp.
Setting Up the Interface for an Electronic Bench Scale

M.O.M. lets you hook-up an electronic bench scale for weighing
packages with the Packer’s Workstation for order processing.
æ Note: On a network M.O.M. installation, it is required that the scale

interface settings be the same for all workstations using scales.
Complete the steps in this procedure for each M.O.M. workstation
on the network.
To set up the interface in M.O.M. for the scale,

Click on: Maintain
System Information
Global Parameters
2. Select the Shipping tab. (See the screen earlier in this chapter.)
3. Select the Misc sub tab.
4. In the Scale Interface area of the screen, make the settings for
Port, Baud Rate, Data Bits, Parity, and Stop Bits. These settings
determine the M.O.M.-to-scale and scale-to-M.O.M. communication.
æ Note: Dydacomp recommends that you use a Trances Model SP 100

scale for use with your M.O.M. system. These scales are available
from Dydacomp. Contact your Dydacomp sales representative.
See Also
Setting Up the Scale Interface Global Parameters
Automatic Shipping
Calculations Module

Making Special Settings for Drop Shipments

There are certain universal settings that affect the way your M.O.M.
system handles drop shipping and drop ship items.

Click on: Maintain
System Information
Global Parameters
2. Select the Shipping tab. (See the screen picture earlier in this
section.)
3. Select the Misc sub tab
In the Drop Shipping Preferences area of the screen,
4. Check the box for Verify Before Invoicing if you want M.O.M. to
treat drop shipped items as “backordered items” when entered on a
customer order. In this case, the customer is not invoiced until you
receive confirmation from your supplier that an item has actually
been shipped. Leave the box empty, only if you want M.O.M. to
assume that your supplier is shipping the item as soon as you fax
the purchase order to them. In this case, the customer is invoiced in
the very next run of Batch Order Processing.
æ Note: In either case above, a customer’s credit card is always

charged up-front to protect you from a card problem occurring after
the supplier has already shipped an item.
5. Check the box for Print Drop Shipping Box Labels, if you want
M.O.M. to print a shipping label for each drop ship purchase order.
Most drop shippers print their own shipping label for packages
shipped to your customer. For those drop shippers that do not,
M.O.M. supports a special drop ship purchase order including one
with an integrated box label right on the form. For this reason, most
companies do not require separate shipping labels for their drop
shippers and the above check box is not checked.

See Also
Special Settings for Drop Shipping Global Parameters
Purchase Order Form Options for Global Parameters
Drop Shipper Purchase Orders Maintenance-Forms

Chapter 6
Setting Up Special Customer Information

Establishing Customer Type Codes

Creating Special Customer Demographics Information Screens
Establishing Customer Honorifics and Salutations

Establishing Customer Type Codes

To help you classify different types of customers or specific customer
situations, M.O.M. lets you create a three-part customer code. Each
part of the code is in fact a separate type code, and each type code
can be used to identify something unique about the customer. Type
Code 1 is 1 character in length, Type Code 2 is 2 characters in length,
and Type Code 3 is 4 characters in length.
In addition to serving as a means to quickly “profile” a customer, the

type codes can also be used when building target lists using the
optional List Management Module, as report queries throughout the
system, as well as establishing special prices for stock items based on
customer type.
Unlike other maintainable objects in the M.O.M. system, customer type

codes do not necessarily have to be set up in advance. A special
preference in the Maintain Global Parameters function enables a new
code to be added “on the fly” while using the customer information
screen. Some companies prefer to allow the creation of new codes in
this manner, while others predefine codes.
To set up a new customer type code,

Click on: Maintain
Customer Information
Customer Type Codes
2. Select either Type Code 1, 2, or 3 from the drop down list.
The Customer Type Code Lookup screen is displayed.
3. To add a new code, select the NEW button. To edit or delete a

code, use the SELECT button.
The Customer Type Code screen is displayed.

Customer Type
Code Screen
4. Enter an alpha numeric code in the Code field and enter the
definition of the code in the Description field.
5. Select the SAVE button to save the new or changed code. Select the
DELETE button to delete the code.
Allowing “On-the-fly” Entry of Customer Type Codes

To enable or disable this feature,

Click on: Maintain
System Information
Global Parameters

Customer Entry
Tab
3. In the screen area titled Customer Type Code, check the box for
any/all of the three Customer Type Codes to enable a new code not
previously set up in the Maintain Customer Type Codes function to
be entered in the Customer screen. Uncheck the box to disable this
option.
4. Select SAVE to exit.
See Also
Creating Special Selling Prices for Stock Maintenance-Pricing
Stock Items by Customer Type
Creating Target Lists by Customer List Management Module-
Type Overview
Setting Up Type Customer Type Customer Type Code
Codes Maintenance

Creating Special Customer Demographics Information Screens

The optional List Management Module enables you to create up to 99
completely customized screens (or total number of 255 fields) to
capture or maintain special customer information related to your
company. For instance, SIC codes, information about household
income, clothing size information, hobby interests, etc. Once created,
these screens can be accessed for each customer to record the
information using the Demographics tab in the Customer Information
Screen. (See Recording Customer Demographics Information in
Chapter 1 of the User Reference Guide.)
The customized information on customers can be used in the List

Management Module to create target lists based on any of the fields,
and in many of the profit reports to target lists of customers who
match a certain criteria of customized information.
All of the items on the demographic screens, as well as their position

on the screen, color and database variables are under your control.
To create a new demographics page or modify an existing one see

Chapter 9 Setting Up Demographics.

Click on: Options
List Management Module
Click on:
The List Management Module menu is displayed.

List
Management
Menu
3. On the List Management Menu Bar,

Click on: Maintain
Customer Demographics
Click on:
The first page of the Customer Demographics is displayed.
Customer
Demographic
New Page
Screen

Requiring Demographic Information

M.O.M. allows you to require a demographics entry when creating a
new customer record. The user will not be able to move past the
customer record screen without filling at least one demographic field.
1. To set this requirement

Click On: Maintain
System Information
Global Parameters
2. Select the Customer Entry Tab and check the Demographic
Information is Required option.
See Also
Creating Demographics Screens Customer Demographics
Maintenance
Demographics Item Edit Screen Demographics Item Edit
Demographic Information Global Parameters- Customer Entry
Requirement Tab
Establishing Customer Honorifics and Salutations

An honorific appears immediately after a name and is used to identify
special degrees, generations, etc., such as MD, Jr., III, etc. A salutation
appears immediately before a name and is used to identify male (Mr.),
female (Ms.), as well as special titles, including Dr., Lt., Rev., etc.
Because each business may use a different set of salutations and
honorifics, M.O.M. enables both to be established by you.
Honorifics
To set up customer honorifics,

Click on: Maintain
Customer Honorifics
2. The Customer Honorifics Lookup screen is displayed.
3. Select the NEW button to add an honorific. Use the SELECT button
to edit or delete an honorific.

The Customer Honorific screen is displayed.

Customer
Honorific
4. For a new honorific, enter the Honorific (Jr., Sr., III, etc.) and
optionally enter a description of the honorific in the Description
field.
5. Select the SAVE button to save the new or changed honorific. Select
the DELETE button to delete the honorific.
Salutations
To set up customer salutations,

Click on: Maintain
Customer Salutations
2. The Customer Salutations Lookup screen is displayed.
3. Select the NEW button to add a salutation. Use the SELECT button
to edit or delete a salutation.
The Customer Salutation screen is displayed

Customer
Salutation
4. For a new salutation, enter the Salutation (Mr., Dr., Hon., etc.) and
optionally enter a description of the salutation in the Description
field.
5. Select the SAVE button to save the new or changed salutation.
Select the DELETE button to delete the salutation.
See Also
Setting Up Honorifics Customer Honorifics Maintenance
Setting Up Salutations Customer SalutationsMaintenance


Chapter 7 Setting Up the Point of Purchase Module
Chapter 7
Setting Up the Point of Purchase Module

This chapter provides detailed instruction on defining settings for the
Point of Purchase Module.

Defining Settings for the Point of Purchase Module

The optional Point of Purchase (POP) Module allows you to use
M.O.M. to enter and transact counter sales taken in a showroom or
retail store. The POP Module shares product inventory, related product
pricing and purchasing parameters with the main M.O.M. system.
To define settings for POP,

Click on: Options
Point of Purchase
Define Settings
The Point of Purchase Setting screen is displayed.
Point of
Purchase
Settings Screen
2. Enter the name of the store in the Store Name field, and all other
address and phone information for your point of sale operation.
æ Note: Because each order needs to have a physical point of sale

address for sales tax purposes, you need to enter your store name
and address information in the fields provided.
3. Optionally, select the Always Scan a Quantity of 1 for All
Products checkbox to have a quantity of 1 entered in an order
when an item is scanned.

Chapter 7 Setting Up the Point of Purchase Module
4. Select the Type of Cash Drawer being used: either No Built-in Slip-
in slot for Checks & Credit Card Receipts or Built-in Slip-in
slot for Checks & Credit Card Receipts. The “No Built-In Slip-In
Slot” will open the drawer after each transaction, while the “Built-In
Slip-In Slot” will only open the drawer after a cash transaction.
5. Select the printer for POP receipts by using the pull-down menu in
the Printer for POP Receipts field.
6. Optionally, Check the Print 2 copies of the receipt option, then
check Only for Credit Card Payments to restrict the option to
Credit Card POP orders.
7. If you are using a cash drawer with your workstation, enter the cash
drawer open sequence in the Cash Drawer Open Sequence field,
the cut sequence in the Cut Sequence field, the color sequence if
your printer will print Red ink in the Color Sequence (Red) field,
the color sequence for the black ink in the Default Color
Sequence (Black) field.
æ Note: If you are using a special receipt printer, you must install it in
your Windows settings as you would any other printer for
Windows.
8. Optionally, enter a Message to be Printed on Receipts. This may
be a promotional message or a “Thank you for Shopping at Our
Store.”
9. Select the Pole Display Interface Port if you will be using a pole
display.
10. Optionally, enter a Welcome Message to be Shown on The Pole
Display and Goodbye Message to be Shown on The Pole
Display. This may be a promotional message or simply a “Thank
you for Shopping at Our Store”.
11. Optionally, check the Check MICR Reader using a serial
connection checkbox. Then select the port that your Check Reader
was assigned to.
ç Scanners
Warning! M.O.M. is currently designed to use Magtek Check
with a USB connection. Any other check scanner will not
be supported.
12. Select the SAVE button.
æ line,
Note1: For information on setting up POP for use with ICCAS On-
see Chapter 10.
æ Note2: If you have the Advanced Warehouse Module, multiple retail

stores can be set up. For information on setting up POP for multiple
retail locations using the Advanced Warehouse Module, see Chapter
14. For information about the user defined settings for POP in
multiple retail locations, see Chapter 1.
See Also
Setting Up the Point of Purchase Point of Purchase (POP)
Module Module-Setup Screen
User Defined Settings for POP User Defined Preferences -
POP Tab
Advanced Warehouse Module Advanced Warehouse Module

Chapter 8 Setting Up Management Tools
Chapter 8
Setting Up Management Tools

Setting up the Manager’s Dashboard

Setting Up M.O.M. Chat

Setting up the Manager’s Dashboard

The Manager’s Dashboard gives you an at-a-glance view of almost all
the activity in M.O.M. from Telemarketing Calls completed, to number
of orders pending approval, the Dashboard allows you to pull detailed
information all in one screen without the need of a report.
The Dashboard can be setup on a individual User Basis or by User

Roles (For Information on User and User Role Setup, see Chapter 1
Setting Up System Users and Assigning Security Levels)
To open the User ID or User Role Maintenance screen;
Click on: Maintain

System Information
For User ID’s choose: User Role Profiles
For User Role’s choose: User Profiles
Then select the Dashboard tab.
User Activity Settings

The User Activity tab controls how information on M.O.M. users is
displayed.
User Activity
Dashboard
Settings

1. To enable the User Activity screen, check the option Display Staff
Performance on the Dashboard
2. To have a copy of the information displayed on the dashboard sent
to an e-mail address, check the option Email Staff Performance
Information In HTML Format To then enter the e-mail address.
3. To have a copy of the information sent to a mobile phone, check
the option Send A Text Message Of Staff Performance
Information To, then enter the mobile phone number along with
the carrier domain info (e.g. 9735554321@providertext.com).
4. In the Selection Details section, choose the date range to display in
the dashboard.
5. In the User Activity Log section, you can choose the following:
Display users' login & exit activity log- Check this option to have
the Dashboard display a separate page listing each user, the time
and date of their last Log in and Log out, and the duration of their
time in M.O.M.
Display telemarketing user activity log- Check this option to have
the Dashboard display a separate page listing users who have
phone calls scheduled. It also displays the number of calls assigned,
the number of calls completed, and the number of calls pending.
Display Pickers/Packers activity log- Check this option to have the
Dashboard display a separate page listing the users who are
assigned as Pickers and/or Packers and their duration of time in the
Packer' s Workstation.
6. Finally, check the options to display in the Dashboard page and the
number of entries for each.
Products Settings
The Products tab controls how profitability information for Stock Items
is displayed.

Products
Dashboard Set-
tings
1. To enable the Products screen, check the option Display

Company’s Product Performance on the Dashboard
to an e-mail address, check the option Email Company’s Product
Performance Information In HTML Format To then enter the e-
mail address.
the option Send A Text Message Of Company’s Product
Performance Information To, then enter the mobile phone
number along with the carrier domain (e.g.
9735554321@providertext.com).
the dashboard.

Financial Settings
The Financial tab controls how Financial Information is displayed.
Financial
Dashboard
Settings
1. To enable the Financial screen, check the option Display

Company’s Sales and Payment Information on the Dashboard
to an e-mail address, check the option Email Company’s Sales
and Payments Information In HTML Format To then enter the e-
mail address.
the option Send A Text Message Of Company’s Sales and
Payment Information To, then enter the mobile phone number
along with the carrier domain (e.g. 9735554321@providertext.com).
the dashboard.
5. Finally, check the options to display in the Dashboard page.

Customers Settings
The Customers tab controls how Customer Information is displayed.
Customers
Dashboard
Settings
1. Check the option Display Customer’s Productivity &

Performance on the dashboard to display a list of orders that are
On Review and require a Manager' s Approval before they can be
processed.
to an e-mail address, check the option Send an Email of
Company’s High and Low Customer Profile List To then enter
the e-mail address.
the option Send A Text Message Of Company’s High and Low
Customer Profile To, then enter the mobile phone number along
with the carrier domain (e.g. 9735554321@providertext.com).
the dashboard.

Orders Settings
The Orders tab controls how Order Information is displayed.
Orders
Dashboard Set-
tings
1. Check the option Display The Orders On Pending Review

Activity Log to display a list of orders that are On Review and
require a Manager' s Approval before they can be processed.
2. Check the option Display The Orders With Pending Processing
Status Activity Log to view information on Quotes and Return
Merchandise Authorizations.
See Also
User Dashboard Setup User Dashboard Settings
Setting Up M.O.M. Chat

The M.O.M. Chat feature enables you to interact with other users who
are currently logged into M.O.M. Messages can be sent to individual
users or displayed for all users to read.
To enable M.O.M. Chat;
Click on: Maintain

System Information
Global Parameters

Then select the Miscellaneous tab.

Global Parameters
Miscellaneous
Tab
Check the option Enable MOM Chat. If necessary, change the value
in the Use this Port field, consult your network administrator for
guidance.

Chapter 9 Setting Up Demographics
Chapter 9
Setting Up Demographics
This chapter provides detailed instruction on creating Demographic
Pages.

Creating Demographic Pages

M.O.M. gives you the opportunity to create your own fields and track
information you may consider vital, but is not appropriate in any of the
available fields in M.O.M. Using the Demographics function, you can
create your own pages, complete with fields, labels, radio buttons, and
checkboxes. This information can then be reviewed by other users,
and even queried upon in List Management. M.O.M. allows
demographic information to be entered for Stock Items, Suppliers, and
Customers.
æ Management
Note: The Customer Demographics feature requires the List
Module.
1. Follow the instructions for either entering Setting up Supplier and
Stock Item Demographics in Chapter 2 of this guide, or Creating
Special Customer Demographics Information Screens in Chapter 6.
2. When a new page is created, it is titled “New Page.” Use the buttons
on the Demographics Definition tool bar to rename the new page,
add new fields and data items to the screen and database. The
following table explains the use of each button on the Tool Bar.
Add text or a prompt to the page. This does not add a data item to the
demographics database.
* Add a new character, numeric, or date data field to the page and the
demographics database. Limited to 253 fields for all pages.
* Add a new logical (yes/no) data field to the page and the demographics
database.
* Add a new free-form memo field to the page and the demographics database.
*Add a new drop-down selection list to the page and corresponding values to the
database.
Add a new demographics page.
Edit the title of the current demographics page.
Add a graphic image file to the page.
Add a new text look-up field.

Chapter 9 Setting Up Demographics
3. Select the appropriate button from the tool bar. When selected,
those buttons marked with an * in the table above display the
Demographics Definition Edit screen.
Demographics
Item Edit
Screen
(Character Type
Item
Shown)
4. Complete the fields. Note that the Field Name is the name of the
item in the demographics database and not the name displayed on
the demographics page. For all types of data items except logical, it
is necessary to use the “Add Text” toolbar button to add a prompt
for the field on the page.
5. When all fields are complete, select the SAVE button. The new item
is displayed in the upper right corner of the current Demographics
page. Use your mouse to drag and drop the new item where you
want it on the page.
6. To modify an existing field on a page, right click on the item on the
page to display the Demographics Item Edit screen.
7. Edit the fields for the item as required on the Demographics Item
Edit screen. Select the SAVE button.
8. To delete a field, right click on the field on the page to display the
Demographics Item Edit screen and select the DELETE button.
è longer
Hint: When deleting a field, make sure that the field’s data is no
used. To delete a page, delete all demographic fields first
and then proceed to delete the page.


Chapter 10 Setting Up the Interactive Credit Card Authorization System
Chapter 10
Setting Up the Interactive Credit Card Authorization

System
About the M.O.M. and SiteLINK Internet Gateway

Setting Up ICCAS

About the M.O.M. and SiteLINK Internet Gateway

The M.O.M. and SiteLINK Internet Gateway is a unique and
proprietary web-based transaction processing system. The software to
connect your M.O.M. system to the Gateway is contained in the
Interactive Credit Card Authorization System (ICCAS) option for your
M.O.M. system. Once ICCAS is installed on your M.O.M. system, the
Gateway is available to any workstation with a web connection.
The Gateway provides you with the combined ability to approve and
charge credit cards and eChecks both in batch or an order-by-order
basis. (See Approving Credit Cards and Approving eCheck Payments in
Chapter 3 of the Reference Guide.) In both cases, the gateway passes
the required information directly to one of several credit card
processors for card approval and/or transaction processing using
Authorize.net to make the required connection. All card credits and/or
debits are made directly to your commercial bank account as specified
by you when you enter your merchant information during ICCAS
setup.
The Gateway contains many powerful features to help you better serve
your customers and to manage all of your credit card processing.
These features include,
Independence from Processors - The Gateway can connect you to

most major card processing networks. Because your “gateway
connection” is independent from the card processing networks, you
are free to shop for better fees on your credit card processing using
any one of several available Merchant Service Providers.
Level 2 Qualifying Rates - The Gateway enables M.O.M. to pass
Level 2 information for corporate credit cards making lower rates
available on those transactions. In addition, Card Validation
Verification also results in fewer fraudulent transactions and lower
rates.
Two-Pass Processing - Two-pass enables you to obtain an
authorization first for an amount and then actually charge the card
later. Because the authorization allows for small changes to the final
total, this feature enables you to adjust final charges for shipping
costs without having to re-authorize the final amount. In addition,
with 2-pass authorization, you can manually override address
verification responses and void orders.
High Speed Processing - Both in batch and for single transaction

Chapter 10 Setting Up the Interactive Credit Card Authorization System
processing, turn-around speed averages about 4 seconds!

Security and Reliability - Encrypted web-based technology is much
less susceptible to phone-line disruptions and disconnects.
On-Line Reporting - Once you are set up, you have secure access to
your own merchant screen on the web. From a single screen, you
can access complete reporting on all transaction activity on your
merchant account.
Setting Up ICCAS
All of the instructions for the set up and use of ICCAS and the M.O.M.
and SiteLINK Internet Gateway are contained in the M.O.M. On-Line
Help. It is also strongly recommended that you contact Dydacomp
Payment Processing at (800) 858-3666 x326 or by email at
paymentprocessing@dydacomp.com to assist you with the entire set
up procedure and to make specific recommendations for credit card
processing networks and connections to your bank.
See
Interactive Credit Card Processing Interactive Credit Card
System Option Processing System
Setting Up and Using ICCAS ICCAS Setup Instructions
Global Parameters
Maintenance-ICCAS
Processing Credit Cards Order Processing Methodology
Credit Card Processing-Batch
Credit Card Processing-Single
Card
Processing eCheck eCheck Processing-Batch


Chapter 11 Setting Up the Import/Export Module
Chapter 11
Setting Up the Import/Export Module

This chapter provides detailed information on the following:
Planning the Use of the Import/Export Module

Establishing Default Settings for Import or Export Sessions
Setting up an Import Profile using the Import Export Wizard

Planning the Use of the Import/Export Module

The Import/Export Module (IEM) enables you to directly import
information into the order and customer files of the M.O.M. system,
including customer orders and “requests for information” from
prospective customers. The module also enables you to export orders
previously entered in M.O.M. to an external fulfillment house. By
“preformatting” order and customer information according to the
M.O.M. data structure, the module is designed to enable you to take
orders from outside order taking services, another M.O.M. system, or
directly from your Web commerce site using Dydacomp’s SiteLINK™
option for electronic commerce.
æ set
Note: SiteLINK users do not need to complete any of the following
up requirements. Refer to Chapter 6 in the SiteLINK User
Reference Guide for instructions on setting up IEM.
Designing a Compatible Data Layout without the Import

Export Wizard
Users of the Import/Export Module can create custom Import Profiles
using the Import Export Wizard covered in the section Setting up an
Import Profile using the Import Export Wizard later in this chapter.
For users that do not use the Import Export Wizard, The file must be
structured to be compatible with the data layout of M.O.M. M.O.M.’s
data layout for the customer and order information is contained in the
Import/Export Data Table in the M.O.M. OnLine Help. The fields in
this table represent all of the possible customer and order information
used in M.O.M. The table also identifies the position of each field and
the type of information contained in that field.
è customer
Hint: Order taking services typically assign their own unique
number and order number when they take orders for you.
Your M.O.M. system also assigns unique numbers to each new
customer and order. To enable these two sets of numbers to be
“cross-referenced,” in your M.O.M. database, your M.O.M. system
provides for an “alternate” customer number (ALTNUM) and
“alternate” order number (ORD_NUM) in the Import/Export Data
Layout. Since you may want to “look up” an order or customer by
either number, it is a good idea to map the customer and order
numbers assigned by your service to the “alternate” fields in the
M.O.M. database.

Selecting a Data Format

A data format describes how data fields are arranged in a record for
transfer from the 800 service or “shopping basket” software to your
computer. IEM supports three types of data format: comma delimited,
DBase, and fixed data (also known as standard data format).
Here is an example of a comma delimited file.

Comma
Delimited
Here is an example of a standard data format file.

Fixed Width Data
(Standard Data
Format)
A data format can be selected initially or prior to each use of the

Import/Export Module. See Establishing Default Settings for Import or
Export Sessions later in this chapter.
Planning File Names and Storage Paths

It is important to understand that the IEM import and export processes
are not performed “on-line”; i.e., you are not dialed-in or hooked up
on-line to your service firm. When you import into M.O.M. using IEM,
you are importing a file that you have already downloaded from a
service firm or Web “shopping basket” and stored on your computer’s
hard disk drive. When you export from M.O.M. using IEM, you are
creating a file and storing it on your computer’s hard disk drive in
preparation for transfer.
Files can be received for import or sent for export using either a
modem transmission, diskettes, CD, etc. So that all files are in one
place, it is a good idea to store import and export files in a specific
directory, for example, G:\MOM\IMP for import files.
You might also consider a naming convention for the file names to
identify the date of the file, for example, EXP1120.TXT for an export
file sent on November 20th.

File names and paths can be selected initially or prior to each use of
the Import/Export Module. See Establishing Default Settings for Import
or Export Sessions later in this chapter.
Planning a Communication Method and Schedule

As previously mentioned, you can receive or send files to your service
firm or from your Web “shopping basket” using a modem, diskettes,
CD, etc. In either case, you should schedule pick-ups and/or drop-offs
as often as necessary or as often as your service firm requires. If you
use a modem to transmit files to or from a service firm, you must plan
transmission time for each batch of orders being imported or exported.
ç plan
Warning! Before performing an import or export, you should also
to backup your M.O.M. data files. Because of the high volume
of information that you are transferring, a backup routine is
essential.
See Also
Planning the Use of the Import/ Import/Export Module
Export Module
Establishing Default Settings for Import or Export Sessions

M.O.M. requires that you establish certain parameters for your import
and export sessions. Depending on your use of IEM, you may need to
make these settings once, initially, or you may need to reset them prior
to each use of either the import or export functions. See Using the
Import/Export Module, in Chapter 11 of the Reference Guide.

Click on: Options
Order Import/Export Module
Define Settings
The Import/Export Module Default Settings screen is displayed.

Import/Export
Default
Settings
2. For importing, make or change the settings in the Order Import

Settings section. These settings include the File Name & Path, the
Import File Format, Default Source Key, Default Sales ID, Default
Shipping Method, Default Catalog Code, Default Order Priority,
Default Payment Method, Default Return Code, Default Order Type,
and Days to Hold Check (for Check/E-Check payments).
æ Note: The Default Methods are used for orders that do not have a
corresponding method.
3. Optionally, select the Auto Import File Path checkbox and enter
the file path to automatically import orders. For SiteLINK orders,
select the Automatically download new orders from SiteLINK
checkbox to download order from SiteLINK while you are
importing from your source file. Optionally you can check the
Synchronize Inventory with SiteLINK option to have M.O.M. and
SiteLINK match the inventory levels for the posted products.
æ Note: You must enter an auto import path to use the SiteLINK
features.
è intervals.
Hint: M.O.M. will check and import any available files at 5 minute
After the order(s) are imported into M.O.M., the import
file is transferred to an IMPCOMP subfolder under the MOMWIN
folder as a backup (for multiple companies, each company will
have an IMPCOMP folder and renamed with the first 3 characters of
the original name with the date it was imported and a number
sequence (for example, if the filename is bluecomp.dbf, the date is

April 12th 2009 and this is the 5th file being imported on that day,
then the file name will be blu041209.005).
4. Use the Include Company Name When Searching for Customer
Matches option to add the company name in addition to the
customer name when matching imported customer records to
existing records in M.O.M.
5. Optionally, select a customer notice to be sent as an
acknowledgment for each order imported. These notices are
processed in the next run of Order Processing. Also, select one or
more of the Send Options for these notices. If you select Internet E-
mail or Fax, enter a Subject Header.
6. For exporting, enter or edit the settings at the bottom of the screen.
See Also
Entering Default Settings Import/Export Module Default
Settings
Import/Export Fields Import/Export Data Tables
Setting up an Import Profile using the Import Export Wizard

The Import Export Wizard gives you the ability to create customized
Import and Export Layouts that can function with many different Order
Sources such as eCommerce sites and 3rd Party Software. In the
Import or Export screen, your custom profile or “Job” will appear as
one of the choices.
To open the Import Export Wizard,
Click On: Options

Order Import/Export Module
Import Export Wizard
The Wizard’s main screen is displayed.

Import Export
Wizard
Main Screen
Creating a New Import Job

1. To create a customized Import Job,
Click On: Create a New Job
2. On the Wizard Questionnaire screen enter the name of the Import

Job and choose the type of import job you wish to create, select
Save to begin. The Export Job option will be covered later in this
chapter.
3. In the File Type Selector screen, choose the type of file you are
importing.
4. Enter the file’s location or use the to browse for the file.
5. Select a file format from the drop-down menu.
6. Once finished,
Click On: Open The File
7. If the path was correctly entered in step 4, M.O.M. will display a

message confirming that the file was opened. Click the NEXT
button to continue.
The File Format screen is displayed.

Import Export
Wizard
File Format
Screen
8. Make the necessary formatting corrections, then choose FILL THE

GRID WITH DATA.
9. If the data displays correctly in the preview screen, choose
APPROVE THE DATA and select YES on the confirmation screen.
10. Then click on the NEXT button.
The Rename Column screen is displayed.
Import Export
Wizard
Rename Column
Screen
11. Optionally, rename the columns to simplify the next stage of the
process; matching the columns in the file to the columns in M.O.M.
Click on a field below a column to rename it, click the RENAME

COLUMN button to make the change. Use the RESIZE COLUMN

option to increase or decrease the size of the column.
æ Note: Column names cannot contain spaces.

12. Once you are finished,
Click on: Save your Import Table Structure

The Format Data Type screen is displayed.
Import Export
Wizard
Format Data Type
Screen
14. Select a column from your file on the left, then select the matching
column on the list of fields on the right.
15. Some columns may require you to create a conversion rule. These
options will change depending on the field selected from the
M.O.M. data on the right. Choose a conversion option then select
CREATE CONVERSION RULE.
16. With the two fields highlighted, if there was no conversion rule
chosen choose LINK DIRECTLY, otherwise choose LINK WITH
RULE. To remove a link Right-Click on the link from the list on the
bottom of the screen then choose UN-LINK.
The Data Map Review screen is displayed.

Import Export
Wizard
Data Map Review
Screen
18. Verify that all of the mappings are correct. Click the NEXT button
when finished.
19. The main M.O.M. screen will display with an Import Preview
Screen. Review the import info, then close the screen. You will be
returned to the Wizard Screen. Click the DONE button
Creating a New Order Export Job

1. To create a customized Order Export,
Click On: Create a New Job
2. On the Wizard Questionnaire screen enter the name of the Import

Job and choose Order Export, select SAVE to begin. The Export
Job option will be covered later in this chapter.
3. In the File Type Selector screen, choose the type of file you are
importing.
4. Enter the file’s location or use the to browse for the file.
5. Once finished,
Click On: Open The File
The Export File Wizard screen is displayed.

Import Export
Wizard
Export File Wizard
Screen
6. Choose the columns you wish to add to your export file. Click the
PROCESS button when finished.
7. Then click the NEXT button.
The rename columns screen is displayed.
Import Export
Wizard
Rename Columns
Screen
8. Optionally, rename the columns to simplify the next stage of the

process; matching the columns in the file to the columns in M.O.M.
Click on a field below a column to rename it, click the RENAME
COLUMN button to make the change.
æ Note: Column names cannot contain spaces.

9. Once you are finished,

Click on: Save the Export Table Structure

The File Export Format screen is displayed.
Import Export
Wizard
File Export Format
Screen
11. Enter the file’s location or use the to browse for a path to
save the file.
12. Choose a file format from the drop-down menu.
13. Enter a name for the file.
14. When finished,
Click On: Save
15. If the export file contains the fields Channel Order Number or
Channel Item Number, optionally choose to remove any extra
leading characters from those fields. Click on the REFORMAT
button to make the changes.
16. To test the export file, type an order number in the Enter an Order
Number to Test field and click the TEST button.
17. Then click on the Next button. Click the Done button to return to
wizard.

View Job Details

The Job Details screen displays a log of the users who have altered
existing Jobs and allows users to indicate if a new job has been tested
and if it can be used in M.O.M.
Click on: View Job Details
The Job Details Screen is Displayed.

Import Export
Wizard
Job Details
If you created a new Job and have completed the steps and reviewed
the preview of the Import Layout, check the option Job Has Been
Tested.
Once a job has been tested you can make it available for all M.O.M.
users, check the option Job is in Production (Available in MOM).
Choose DELETE THIS JOB to remove the job from the system.


Chapter 12 Setting Up Multiple Companies & Inventory Sharing
Chapter 12
Setting Up Multiple Companies & Inventory Sharing

This chapter provides detailed information on setting up companies
for use with the Multi-Company Controller Module and the Shared
Inventory Module.
Setting Up Companies
Setting up Inventory Sharing

Setting Up Companies
The optional Multi-Company Controller Module enables one licensed
M.O.M. system to be used to set up and operate more than one
company or division in a mail order business. Using this option,
separate customer, order, accounting and inventory files can be set up
for as many companies as you need. A selection menu is provided to
enable you to change from one company to another rapidly. Each
company has its own main menu bar.
To set up a company,

Click on:Maintain
System Information
Multi-Company Information
The Company Code Lookup screen is displayed.
Company Code
Lookup
2. For an existing company, use the lookup screen to find and select
the code and display the Company Information screen.
For a new company, select the NEW button to display the Company
Information screen.

Company Code
Information
3. For a new company, enter the Company Code and Company

Name.
4. Enter the directory path in the Data Location field to tell M.O.M.
where all of the data files for the company are to be kept. Naturally,
each company needs to have its own unique Data Location. It is
recommended that the company directories reside just below the
MOMWIN directory. For example,\MOMWIN\COMP1,
\MOMWIN\COMP2, etc.
ç Warning! The directory paths must contain a drive letter.

5. To delete a company from the Multi-Company Module, select the
DELETE button.
æ Note: When a company is deleted, the data files remain in the

directory specified in the Data Location. If the company is added
again at a future date, the data files can be “reconnected” to the
company code.
6. Select the SAVE button when you are finished and M.O.M. creates
the new databases for a new company.
æ Note: For each company that you set up, you must set up all of the
information associated with that company; e.g., suppliers, stock,
advertising, accounting, etc.

See Also
Setting Up Companies Multi Company Maintenance
Setting up Inventory Sharing

Using the optional Shared Inventory Module along with the Muti-
Company Controller Module, you can share the inventory for specific
products to all the companies you have created in your system.
Utilizing the same stock number, you can sell an item within every
separate company and website in your organization.
To enable this option,

Click On: Maintain
System Information
Global Parameters
2. Select the Miscellaneous tab.
The Global Parameters Miscellaneous Options Screen is displayed
Global Parameters
Miscellaneous
Tab

3. Check the option Enable Shared Inventory Module (SIM) for

this Company.
4. Follow steps 1 to 3 for ALL COMPANIES you wish to share
inventory with.
ç LOGGED
Warning! To enable this option, ALL OTHER USERS must be
OUT of ALL COMPANIES.
Setting Up Items for Inventory Sharing

Once a company has the Shared Inventory Module enabled, you can
easily share its inventory with the other companies in your M.O.M.
system. Simply create a new product in any of your other companies
with the same Stock Number (SKU) as the number used in the shared
company.

Click On: File
Change Company
2. Or on the Toolbar,
Click On:
The Company selection screen is displayed.
Company
Selection Screen
3. Create a new Stock Item. Be sure to create a bin and assign it to a

warehouse if you are using the Advanced Warehouse Module (for
more information see Setting Up Warehouses on page 244).

ç order
Warning! The Stock Number must be identical in all companies in
for the products to share inventory properly.
Stock Item Setup
4. Select the Inventory Tab.

Stock Item Setup
5. The bins listed will include the bins that are shared from the other
company in your system. The necessary cost information will
transfer when an order is taken.

Chapter 13 Setting Up the Contact Management Module
Chapter 13
Setting Up the Contact Management Module

Creating Telemarketing Scripts

Entering Modem Settings for the Auto-Dialing Feature

Creating Telemarketing Scripts

The optional Contact Management Module enables you to create and
manage a telemarketing contact management database of your
prospects and customers. This database can be used by your sales and
customer service staff to track and record inbound calls, and to
schedule outbound follow-up calls. To assist your sales staff when
speaking with customers, you can create telemarketing scripts to be
used for inbound and outbound call activity. Once created, the scripts
can be selected from the Customer Contact screen. (See Using the
Contact Management Module, in Chapter 13 of the Reference Guide.)
To create or maintain a telemarketing script,

Click on: Maintain
Telemarketing Scripts
The Telemarketing Script Lookup screen is displayed.
Telemarketing
Script Lookup
2. For an existing script, use the lookup screen to find and select the
script and display the Maintain Telemarketing Scripts screen.
For a new script, select the NEW button to display the Maintain
Telemarketing Scripts screen.

Maintain
Telemarketing
Scripts
3. For a new script, enter a Code for the script and a Description.
4. Type the script in the large open area of the screen.
5. When you are finished, select the SAVE button.
æ with
Note: The customizeable customer demographic screens provided
the optional List Management Module can also be used as a
means to collect and record specific information from customers by
your telephone sales staff. See Creating Special Customer
Demographics Information Screens in Chapter 6.
See Also
Creating Telemarketing Scripts Telemarketing Script
Maintenance
Using Telemarketing Scripts Customer Contact
The Contact Management Contact Management Module
Module Option

Entering Modem Settings for the Auto-Dialing Feature

To help speed outbound calling, an auto-dialing feature is included in
the optional Contact Management Module. To use this feature, M.O.M.
requires a modem to be installed on each telemarketer’s workstation
and hooked up to the telemarketer’s telephone handset or headset.
The communications port and dialing information for these modems
must be set up in M.O.M. to use this feature.
æ dial
Note: On a network M.O.M. installation, it is required that the auto-
modem settings for all workstations be the same.
To specify the modem settings,

Click on: Maintain
System Information
Global Parameters

Global Parameters
Customer Entry
Settings
3. In the Telemarketing Option area of the screen, enter the Modem

Interface Port.
4. If your office phone system requires a prefix to be used to obtain an
outside line (many systems require a 9), enter the number in the
Dial Out Prefix field.

5. Enter Your Area Code so that M.O.M. knows when not to include
the customer area code when auto dialing to local numbers.
See Also
Entering Modem Settings for Global Parameters
the Auto-Dialing Feature Maintenance-Customer Entry
Using the DIAL button for Customer Contact
Outbound Dialing


Chapter 14 Setting Up the Advanced Warehouse Module
Chapter 14
Setting Up the Advanced Warehouse Module

This chapter contains detailed information on the following:
Setting Up Warehouses
Setting Up Warehouse Service Regions
Setting Up Warehouse Use Preferences for Stock Items

Setting Up Warehouses
The optional Advanced Warehouse Module gives you the ability to
have multiple warehouses for your stock items. Each warehouse can
have its own shipping address and its own set of bin locations. (For
information on bin set up, see Establishing Warehouse Locations for
Items (Bins) in Chapter 2.) Order processing can be controlled at all
warehouses using the special Warehouse Manager’s screen. When
product is ordered, the ship-to warehouse and bin location can be
selected by the purchasing agent. Also, when required, inventory can
be moved between warehouses using the Adjust Inventory function.
To set up a warehouse,

Click on:Options
Advanced Warehouse Module
Maintain Warehouses
The Warehouse Code Lookup screen is displayed.
Warehouse
Lookup
2. For an existing warehouse, use the lookup screen to find and select
the code and display the Warehouse Information screen.
For a new warehouse, select the NEW button to display the

Warehouse Information screen.

Warehouse
Information
3. For a new warehouse, enter the Warehouse Code and

Description.
4. Enter the shipping street Address for the warehouse, including the
City, State, Zip Code, and Country.
5. Optionally, check the This is a Retail Location box to designate
this warehouse has a retail store. Enter a Message to be Printed
on Receipts.
æ Note: All retail locations must be connected through a WAN (Wide

Area Network). If a particular product physically exists in your retail
store, but is not set up in warehouse/retail store in M.O.M. that the
cashier is assigned, then the cashier will have the option to
automatically set up product to that warehouse/retail store. It is
recommended that you establish inventory for all products in every
retail store.
6. To delete a warehouse, select the DELETE button.
æ the
Note: Before a warehouse is deleted, M.O.M. requires that you use
Adjust Inventory for Stock Item function to remove all
inventory, or transfer all bins and stock to another warehouse. The
latter can be accomplished automatically when you delete the
warehouse.

Updating Shipping Zone Tables for New Warehouses

If you have the optional Automatic Shipping Calculations Module
installed, every time you add a new warehouse, you need to update
your system with the zone tables corresponding to the address of the
new warehouse. This is important because when an order is shipped
from a warehouse, M.O.M. needs to be able to calculate the carrier
shipping charges based on the address of that warehouse.
To load new zone tables, follow the procedure for Setting Up Carrier
Zones and Rates for Shipping Methods in Chapter 5.
See Also
Setting Up Warehouses Warehouse Maintenance
Setting Up Bins Bin Maintenance
Moving Inventory Between Adjust Inventory for Stock Item
Warehouses
Updating Shipping Zones Shipping Method Maintenance -
Zone Table
Setting Up Warehouse Service Regions

Once you have set up multiple warehouses, M.O.M. gives you the
added capability of mapping each warehouse to a particular
geographic region. This enables you to automatically fill orders at
particular warehouses based on the shipping address at order entry.
You can map each warehouse at whatever geographic level you need,
starting with the country, to state, to county and finally to zip code/city
level.
To set up a service region for a warehouse,

Click on:Options
Map Warehouse Service Regions
The Map Warehouse Service Regions screen is displayed.

Map
Warehouse
Service
Regions
æ County
Note: The screen contains a tab for National Region, State Region,
Region, and Zip/City Region. You can be as general or
specific as you like, although it is recommended that you have at
least a national region established for each warehouse.
2. To set up a national region for a warehouse, select the National
Region tab. Select and highlight the Country in the list, and then
select the Warehouse using the pull-down menu. To remove a
Warehouse from a country, select and highlight the Country, and
use the Warehouse pull-down menu to select the “blank” entry.
3. To set up a state region for a warehouse, select the State Region
tab. Select and highlight the State in the list, and then select the
Warehouse using the pull-down menu. To remove a Warehouse
from a state, select and highlight the State, and use the Warehouse
pull-down menu to select the “blank” entry.
4. To set up a county region for a warehouse, select the County
Region tab. Select and highlight the County in the list, and then
select the Warehouse using the pull-down menu. To remove a
Warehouse from a county, select and highlight the County, and use
the Warehouse pull-down menu to select the “blank” entry.
5. To set up a zip code or city region for a warehouse, select the Zip/
City Region tab. Select and highlight the Zip Code or City in the
list, and then select the Warehouse using the pull-down menu. To
remove a Warehouse from a zip code or city, select and highlight
the zip code or city, and use the Warehouse pull-down menu to
select the “blank” entry.

6. Select the CLOSE button when you are finished.
See Also
Setting Up Warehouse Warehouse Service Regions
Service Regions Maintenance
Setting Up Warehouse Use Preferences for Stock Items

M.O.M. enables you to create usage rules for warehouses that control
which warehouse(s) is used for fulfillment of each product.
To set up warehouse preferences for a stock item,

Click on: Product
Click on:
item and display the Stock Item Information screen.
For a new item, select the NEW button to display the Stock Item
Information screen.
4. On the Stock Item Information screen, select the Inventory tab.

Stock Item -
Inventory Tab
5. In the Warehouse Preference section of the screen, select one of

the two fulfillment options for the stock item.
Use warehouse closest to customer - to use the warehouse with
the closest geographic location.
Always use warehouse - use the pull-down menu to select a
specific warehouse to use for fulfillment of the product.
6. Optionally, select Use an alternate warehouse if product is
available elsewhere to use another warehouse if the item is out of
stock in the preferred warehouse.
See Also
Setting Up Stock Item Stock Item Maintenance - Inventory
Warehouse Options


Chapter 15 Setting up the Product Manufacturing Module
Chapter 15
Setting up the Product Manufacturing Module

Setting Up Manufacturing Stages

Setting up Manufactured Stock Items

Setting Up Manufacturing Stages

The optional Product Manufacturing Module allows you to track the
various processes that are required in order to create a sellable item
that has been placed on an order. To use this module, first a series of
stages must be setup.
To setup a Manufacturing Stage,

Click On: Product
Product Manufacturing Module
Maintain Manufacturing Stages
The Product Manufacturing Stages Maintenance screen is displayed.
Product
Manufacturing
Stages Mainte-
nance
2. In the Product Manufacturing Stages section, choose to Add a stage

or Modify an existing stage to display the Product Manufacturing
Stage screen.

Product
Manufacturing
Stage
3. Enter a Stage Code and Description of the stage.

4. Enter the Approximate Time Required to complete the stage. This
will be added to the overall time required to manufacture the item.
5. Then enter the Job Instructions, this will appear in the
Manufacturing Assembly Workstation, Using the Product
Manufacturing Module, in Chapter 15 of the Reference Guide.
Once the stages are created, you can attach the materials required to
complete the selected stage.
æ stock
Note: The materials required to complete a stage must be setup as
items in the system.
6. In the Material Requirement screen, choose to Add a stage or
Modify an existing item to display the Material for Product
Manufacturing screen.

Material for
Product
Manufacturing
Stage
7. Enter the stock number of the material in the Material Product

Number field or use the À key.
8. Finally enter the Quantity required of the material to complete this
stage.
æ Note: All Raw Materials must be in inventory before the products can
be manufactured.
Setting up Manufactured Stock Items

Once the stages are created, they must then be assigned to the items
that will be assembled. The stages can be customized and raw
materials can be added for specific items.
To setup a manufactured item:
1. From the Main M.O.M. screen,

Click On: Product
2. Create a new item. In the General Information tab check the option
Product is Assembled using the Product Manufacturing
Module.
3. The item should also have the following:
0 units in inventory
a retail price

a Unit Cost Basis (this will automatically update as the costs change
during manufacturing).
4. Select the Manufacturing Tab.

The Stock Item Manufacturing tab is displayed.
Stock Item
Maintenance-
Manufacturing
5. Enter a Message to Print on the Customer’s Packing/Invoice.

6. In the Product Disassembly option choose one of the following:
Product Stays Assembled Once it is Manufactured- when this
item is returned, it will remain as a complete unit and return to the
inventory of the Manufactured SKU.
Product Automatically Reverts into its Raw Materials- when
this item is returned, it will return to the inventory of its raw
materials.
7. In the Product Manufacturing Stages section, choose to Add a stage
or Modify an existing stage to display the Product Manufacturing
Stage for Item screen.

Product
Manufacturing
Stage for Item
8. Optionally, select the This Stage is Latched to the Previous

Manufacturing Stage checkbox to require that the previous
Manufacturing Stage be completed before this stage can be
processed.
9. You can modify the Approximate Time Required for this item’s
manufacturing stage.
10. In the Additional Stage Cost you can add the extra costs required
to manufacture this item. This will factor into the Unit Cost of this
Item.
11. Optionally, you can customize the raw materials necessary to
complete the stage for this specific item, in the Material
Requirement screen, choose to Add a stage or Modify an existing
item to display the Material for Product Manufacturing screen.
See Also
Setting Up Product Product Manufacturing Stages
Manufacturing Stages
Attaching stages to Stock Stock Item - Manufacturing
Items

Chapter 16 Setting up the Web Auction Management Module
Chapter 16
Setting up the Web Auction Management Module

Setting up the interface with eBay’s Blackthorne Software

Setting up a Stock Item for Auction

Setting up the interface with eBay’s Blackthorne Software

The optional Web Auction Management Module enables Mail Order
Manager to integrate with eBay’s Blackthorne Pro Software. This
integration allows for the publishing of item information to
Blackthorne and the importing of orders from Blackthorne. For more
information on using this module, see Using the Web Auction
Management Module, in Chapter 16 of the Reference Guide.
To setup the interface,

Click on: Options
Web Auction Management Module
eBay Settings
The eBay Settings screen is displayed.
eBay Setup
2. In the Location of eBay’s Blackthorne Pro section,
For the Access version of Blackthorne: click on: and navigate

to the location where Blackthorne Pro is installed. Find the data
folder, and choose BTData.mdb
For the SQL version of Blackthorne: enter your Sql Server Name
followed by the Database Name.
3. Navigate to the location where Blackthorne Pro is installed. Find the
data folder, and choose BTData.mdb

Chapter 16 Setting up the Web Auction Management Module
4. Optionally, enter a source key in Source Key field that you wish to
apply to all orders that originate from Blackthorne.
5. Enter a shipping method code in the Shipping Method field that
you wish to apply to all the orders from Blackthorne.
æ Note: Shipping Method is a required field.

6. Optionally choose High Priority in the Order Priority drop-down
menu to give all your eBay orders a higher priority.
7. The Product for Item on the Fly field enables you to enter a
substitute item for orders that contain items which were not entered
in M.O.M. but were sold on eBay. If no item is entered in this field,
then the order will import in with a blank item.
8. Optionally, assign a Sales ID to all of the orders from eBay.
Setting up a Stock Item for Auction

Each stock item that will be sold on eBay must be made available for
auction. M.O.M. provides a tab that can be used to post an image and
custom descriptions that will be then published to Blackthorne.

Click on: Product
2. Or on the Tool Bar,
Click on:
3. Select the Auction tab.
Stock Item
Maintenance-
Auction Tab

4. Check the option, Product Available for Auction.

5. If you are using the Advanced Warehouse Module, Select the
warehouse that will fulfill the orders in the Warehouse drop down
menu.
6. Enter the Units on Reserve for eBay. This will move the specified
number of units from your sales bin to a reserve bin created by
M.O.M. automatically. These items will no longer be available for
sale in M.O.M.
7. Optionally, enter the Units in Store. Primarily used for items that
are dropshipped or composite items whose inventory cannot be
established in advance.
æ Note:If you wish to reserve units as well as use the Units in Store
field, both values will be added together then published to eBay.
8. Enter the Ebay Starting Bid for items being sold in eBay auctions.
9. Enter Fixed Price for Ebay Stores for items being sold in the
storefront.
10. In the Product Title and Full Description sections, you can either
choose the descriptions that are used for the item in M.O.M. or you
can enter custom information exclusively for eBay.
11. In the Picture section, select the browse button and choose your
item image.
See Also
Setting Up Stock Items for Stock Maintenance - Auction
eBay

Chapter 17 Setting up the Address Correction and Validation Module
Chapter 17
Setting up the Address Correction and Validation

Module
This chapter provides detailed instruction on defining settings for the
ACVM.

Setting up ACVM
The optional Address Correction and Validation Module enables you
to validate customer address information, directly through the M.O.M.
system. For information on using this module, see Using the Address
Correction and Validation Module, in Chapter 17 of the Reference
Guide.

Click on: Maintain
System Information
Global Parameters
Global Parame-
ters-
Customer
Entry Tab
3. In the ACVM Installation Path of the Address Correction and

Validation section, enter the path to your ACVM data installation or
click .
4. Check the Maintain Vanity Address for all Customers option if
you wish to keep the originally entered address in the customer
record. The validated address will be used for all forms and labels
while the address will continue to be displayed in the customer
record as it was entered.
5. The Validate on Change of Address option enables the ACVM to
automatically validate a customer record, if the customer’s address
information has been changed.

Chapter 17 Setting up the Address Correction and Validation Module
6. Check the Validate on IEM Import to have M.O.M. validate each

customer record that is imported through the Import/Export
Module.
See Also
ACVM Options Global Parameters Maintenance -
Customer Entry Tab


Chapter 18 eCommerce Management Setup
Chapter 18
eCommerce Management Setup

This chapter provides detailed instructions on the following:
Setting Up Multiple Stores for eCommerce Management

StoreFront Order Management Feed Setup
StoreFront Order Management Product Setup
Amazon Order Management Feed Setup
Amazon Order Management Product Setup
ShopSite Order Management Feed Setup
ShopSite Order Management Product Setup
Miva Order Management Feed Setup
Miva Order Management Product Setup
Yahoo Order Management Feed Setup
Yahoo Order Management Product Setup

Setting Up Multiple Stores for eCommerce Management

As your company expands and creates new product lines to address
the needs of different markets, you may need to setup multiple
presences within an individual eCommerce Platform. For instance, a
company that sells sporting goods on Amazon may also wish to sell
casual shoes and apparel on Amazon as well. In order to differentiate
itself from the previous product line, the company creates a subsidiary
as the seller of the new items on Amazon These subsidiaries can be
created as separate stores then attached to different accounts created
on the eCommerce Platform.
To create a new Store;
1. On the Main Menu Bar:

Click On: Options
eCommerce Management
Multiple Stores Maintenance
The store lookup screen is displayed.
2. Search for and select an existing Store Code to edit or choose New
to create a new store code.
The eComm Store Information screen is displayed.
eCommerce Store
Information
3. Enter the Information for this store that you wish to display on the
Order Processing paperwork that the customer will receive.

4. Follow the instructions below to connect the store to the accounts

in the specific feed that you will be using.
See Also
Entering Store Information eComM Store Information
StoreFront Order Management Feed Setup

Using the eCommerce Management feature, the StoreFront Order
Management Module communicates directly with your StoreFront
Merchant Store. M.O.M. can publish product and inventory
information, download orders, and publish order processing
confirmations

Click On: Options
Define eCommerce Merchant Settings
The Multi-eCommerce Merchants Settings screen is displayed.
eCommerce
Merchants
Settings
StoreFront Tab
2. To create a new account:

Click On: the Add a New Store button.

3. For users with multiple StoreFront Stores, select a Store Code from
the drop-down menu to attach it to the account you are currently
creating. See Setting Up Multiple Stores for eCommerce Management
in this chapter for more information.
4. Enter your store’s URL store’s in the Merchant WSDL URL field.
5. Enter your StoreFront Merchant User Name and Merchant
Password.
6. Select the TEST CONNECTION TO STOREFRONT button to verify
your settings.
7. In the Order Tab, enter a Default Shipping Method and a
Product For Item On The Fly. These fields will fill in a shipping
method and item for orders that have an item or a method that has
not been properly setup in M.O.M.
eCommerce
Merchants
Settings
StoreFront Tab
8. In the Payment Method drop-down menu, select a payment

method to use to record payments for payment methods that are
not recognized by M.O.M.
9. The Order Number Download Range is for uncompleted orders
only, he "From" and "To" will be refreshed back to 0 after the next
order download is completed.
10. Use the STOREFRONT ORDER ACTIVITY REPORT button to create
a report listing all of the orders downloaded from Storefront within
a specified date range and in a specified order status.
11. If your StoreFront store uses an encryption key for credit cards, the
store.key file provided by StoreFront must be located and the
contents of that file must be copied and pasted into the Encryption
Private Key field.

12. In the Inventory Tab, select an inventory replenishment option for

your StoreFront store. Choose to either display a specific number of
units or a percentage of the units available in inventory, when a
specified low level is reached.
Shipping Method Setup

You can match shipping methods from StoreFront Orders to the
appropriate shipping methods in M.O.M., by changing the
descriptions.

Click on: Maintain
Shipping Methods
2. Choose a method that you currently support in your StoreFront
Store.
3. Click the Save As...
4. Enter a new Carrier Code.
5. In the Shipping Method Search Screen, find the method you just
created.
6. Change the Description to read “SFN DESCRIPTION” where the
word DESCRIPTION is the description as it appears on StoreFront.
7. Repeat this procedure for all other shipping methods that are used
on StoreFront.
Shipping Method
Maintenance
StoreFront

StoreFront Order Management Product Setup

Each stock item that will be sold on StoreFront must be checked off as
Available for StoreFront. Individual item information such as
descriptions, category codes, and dimensions can be entered here.
è setup
Hint: Some of the fields can utilize the pre-set templates that are
in the More Info tab of the Stock Item Maintenance Screen.
See Chapter 2 Extended Info Template for more information.
1. In the Main Menu Bar,
Click on: Product
Click on:
3. Select the eComM tab, then the StoreFront tab.
Stock Item
Maintenance-
eComM Tab
StoreFront Tab
4. Check the option Product Available for StoreFront.

5. For users that wish to publish products to specific StoreFront Stores,
select a Store Code from the drop-down menu. For more
information see Setting Up Multiple Stores for eCommerce
Management.
6. In the General tab, the Product Code field allows you to enter a
custom SKU for this item exclusively for StoreFront. Check the
Active Product option
7. In the Product Name field enter a unique title or choose a

template from the drop-down menu.

8. Enter the Price and Cost of this item as you would like published
to StoreFront.
9. Optimally, enter the name of the Manufacturer of this product.
10. Use the Vendor drop-down menu to select the current supplier for
this item.
11. For accurate shipping calculations on StoreFront, enter the
necessary info in the Product Weight and Dimensions section.
12. Select a Tax Option to either tax on the Local, County, and/or the
State level. Optionally, enter a Tax Type that corresponds to the tax
type specified in the optional RMS EDI integration.
13. Optionally, check the option Ship this Product to allows orders to
be placed for this item even when backordered.
14. Optionally, check the option Ship From Vendor to display the
name of the vendor of this item which will indicate that the item
will be dropshipped by the supplier.
15. In the Categories field, enter the categories that this product
should appear under, when displayed in your StoreFront store. A
Vertical Bar (Pipe) “|” should be used to separate category levels,
each category should be on its own line.
Extended Information
Stock Item
Maintenance-
eComM Tab
StoreFront Tab
1. Use the Short Description field to enter a description to appear in

the Product Listing Page.
2. Enter a detailed description for the item in the Full Description
field or choose a template from the drop-down menu, this will
display in the individual product page.

3. In the Images Fields enter the URL for the product images or
choose a template from the drop-down menu.
4. Optionally, create a text link to the Close Up View image by
checking the option Text Link To Close Up View and typing the
the text in the Link Text field.
5. Optionally, check the option Link Large Image to Close Up View
to enable the ability to click on the product image to open the close
up image.
6. For items sold at a special discount, check the option Activate Sale
and enter the new price in the Sale Price field.
7. The Search Keywords fields, allows you to enter specific
keywords that when searched on in your StoreFront store, will
place this product on the search list.
Inventory
Stock Item
Maintenance-
eComM Tab
StoreFront Tab
1. In the Inventory Options section, select an inventory display option.

2. In the Inventory Synchronization Management section, select an
inventory replenishment option for your StoreFront store. Choose to
either display a specific number of units or a percentage of the units
available in inventory, when a specified low level is reached.

See Also
Entering StoreFront Settings eCommerce Merchant Settings
Setting Up Stock Items for Stock Maintenance - eComM
StoreFront
Amazon Order Management Feed Setup

Using the eCommerce Management feature, the Amazon Order
Management Module enables you to Publish Product and order
fulfillment information and download Orders directly through
Amazon’s servers, without the use of import files or Third Party
software.

Click On: Options
eCommerce
Merchants
Settings
Amazon Tab
2. To create a new Amazon account;

Click on the Add New Account Button
3. Enter the Merchant Seller Name used as your company name on
Seller Central.
4. Enter the Merchant User Name and Merchant Password, that
you previously setup with Amazon.
5. For users with multiple Amazon Accounts, select an eComm Store

Code from the drop-down menu to attach it to the account you are
currently creating. See Setting Up Multiple Stores for eCommerce
Management in this chapter for more information.
6. Enter the Merchant Token assigned to you by Amazon, this code is
used to identify the space reserved for your items on the Amazon
servers.
eCommerce
Merchants
Settings
Amazon Tab
7. In the Miscellaneous tab, enter a Default Shipping Method and

a Product For Item On The Fly. These fields will fill in a shipping
method to use to record the Pre-Payment from Amazon.
9. Use the AMAZON ORDER ACTIVITY REPORT button to create a
report listing all of the orders downloaded from Amazon within a
specified date range and in a specified order status.
10. In the Inventory Synchronization section, select an inventory
replenishment option for your Amazon Merchant Account. Choose
to either display a specific number of units or a percentage of the
units available in inventory, when a specified low level is reached.

Amazon displays two shipping method options to customers placing
orders; Standard and Expedited. These choices must be assigned to the
appropriate shipping method in M.O.M.


Click on: Maintain
Shipping Methods
2. Choose a method you wish to assign as your “Standard” shipping
method in Amazon.
created.
6. Change the Description to read Amazon Standard DESCRIPTION
where the word DESCRIPTION is the original Shipping Method
Description.
7. Repeat this procedure for the Expedited method, simply change
Standard to Expedited on a different shipping method.
Shipping Method
Maintenance
Amazon
Amazon Order Management Product Setup

Each stock item that will be sold on Amazon must be checked off as
Available for Amazon. M.O.M. provides a tab that can be used to enter
UPC information, Amazon Product Categories, and custom descriptions
and images that will then be published to Amazon.
è setup


Click on: Product
Click on:
3. Select the eComM tab.
Stock Item
Maintenance-
eComM Tab
Amazon Tab
4. Check the option Product Available for Amazon.

5. For users that wish to publish products to specific accounts in
Amazon, select a Store Code from the drop-down menu. For more
Management.
6. In the General Tab, enter the product information, fields in BOLD
are required before posting.
ç validated
Warning! A valid UPC code is required for posting, these codes will
by the Amazon Server.
7. The Amazon SKU field allows you to enter a custom SKU for this
item exclusively for Amazon. This field is primarily used for Size/
Color products, it automatically reduces the number of spaces
between the main SKU and the variation code thus allowing it to
publish to Amazon successfully.
8. Enter a unique title for your Item in the Product Title field or
choose an existing template from the Template drop-down menu.

9. After selecting a Category and Product Type, click the SELECT...

button to choose a category to post this product to in Amazon.
æ Note: Some product categories have special restrictions, please

review your Amazon Seller Central documentation to verify your
ability to post to the selected category.
10. Depending on the type of Seller Account you have, you may be
required to upload a Product Tax Code for your stock items. Log
into your Seller Central Account and go to Settings > Tax
Settings. If you are able to get to the Tax Options page, then you
need to specify Product Tax Codes in your Stock Items. Click on the
View Master Product Tax Codes and Rules link to view a list of
valid product tax codes.
11. In the Extended Information tab, enter a full description for the
item or choose a preset template from the drop-down menu
12. You can also setup a Launch Date, the date you wish the item to
appear on Amazon.
13. In the Feature Bullets field- Enter up to 5 product features which
will then be displayed as a bulleted list on your product' s Amazon
page.
14. Optionally, enter a Promotional Price and the start and end dates
of the promotion.
15. The Product Condition drop down allows you to select a
condition for any used items that you are posting. Review Amazon’s
Seller Central documentation for information on Condition
definitions.
16. The Search Keywords fields, allows you to choose certain words
that when searched on in Amazon, will place this product on the
search list. Either enter new search keywords or use the drop down
menu to select a preset template.
ç publishing
Warning! Updates to search information may take 2-4 days after
to update on Amazon.
17. The Images tab, allows you select the item images you wish to
appear on the Amazon Product page. These images must be hosted
on the Web. Select unique images or choose an image template
from the drop-down menu.
18. The Category Data tab will be enabled by selecting certain
categories that require more specific information, for example the
apparel category will require departments and style keywords.

Stock Item
Maintenance-
eComM Tab
Amazon Tab
Category Data Tab
19. In the Inventory tab, select an inventory replenishment option for

your product. Choose to either display a specific number of units or
a percentage of the units available in inventory, when a specified
low level is reached. These settings override the defaults established
in the Amazon Merchant Settings screen, see Amazon Order
Management Feed Setup on page 273.
Stock Item
Maintenance-
eComM Tab
Amazon Tab
Inventory Tab

Amazon Attributes or Variations

M.O.M. enables you to enter different variation options that can be
selected by your Amazon shoppers to narrow down their choices to a
specific item. The Variations Tab is automatically enabled when:
In the Stock Item Maintenance General Tab, Product has Size/

Color is selected, for more information on this option see Items
with Different Sizes and Colors on page 86.
The Product Category selected in the Amazon General Tab is a
category that allows product variations.
1. From within the Amazon Tab, select the Variations tab.

Stock Item
Maintenance-
eComM Tab
Amazon Tab
Variations Tab
2. Select a Variation Theme, these options will change depending on

the Product Category selected. Log into your Amazon Seller Central
account to find a listing of the Categories and their associated
Variations.
3. Based on your selection the appropriate size and/or color field will
display. Simply enter the variation that you wish to appear on your
Amazon product page.

See Also
Entering Amazon Merchant eCommerce Merchant Settings
Settings
Amazon
ShopSite Order Management Feed Setup

Using the eCommerce Management feature, the ShopSite Order
Management Module enables you to publish product and inventory
information directly to your ShopSite Store and download orders for
fulfillment.

Click On: Options
eCommerce
Merchants
Settings
ShopSite Tab
è Hosting
Hint: The following URL information can be retrieved from the
Services page of your ShopSite Store Preferences.
2. Select the ShopSite tab.

4. Enter your ShopSite store’s URL in the Merchant CGI’s URL field.
5. Enter the URL of your FTP Server.
6. For users with multiple ShopSite stores, select an eComM Store
Code from the drop-down menu to attach it to the account you are
currently creating. See Setting Up Multiple Stores for eCommerce
Management in this chapter for more information.
7. Enter your ShopSite User Name and Password.
ç your
Warning! Your FTP User Name and Password must be the same as
ShopSite User Name and Password.
8. Select the TEST CONNECTION TO SHOPSITE button to verify your
settings.
9. In the Miscellaneous Tab, enter a value in the Starting Order
Number to Download. This will prevent M.O.M. from
downloading orders from your ShopSite store that have already
been processed, by specifying which number to start from.
æ Note: If you wish to continue manually processing ShopSite orders

and processing them through M.O.M., you can manually change the
value in this field.
eCommerce
Merchants
Settings
ShopSite Tab
10. Enter a Default Shipping Method and a Product For Item On

The Fly. These fields will fill in a shipping method and item for
orders that have an item or a method that has not been properly
setup in M.O.M.

12. Use the SHOPSITE ORDER ACTIVITY REPORT button to create a
report listing all of the orders downloaded from ShopSite within a
replenishment option for your ShopSite Store. Choose to either
display a specific number of units or a percentage of the units

You can match shipping methods from ShopSite Orders to the
descriptions.

Click on: Maintain
Shipping Methods
2. Choose a method that you currently support in your ShopSite Store.
created.
6. Change the Description to read ShopSite Description where the
word Description is the description as it appears on ShopSite.

on ShopSite.
Shipping Method
Maintenance
ShopSite
ShopSite Order Management Product Setup

Each stock item that will be sold on ShopSite must be checked off as
Available for ShopSite. Individual item information such as
descriptions, search keywords, and dimensions can be entered here.
è setup
Click on: Product
Click on:

Select the eComM tab, then the ShopSite tab.

Stock Item
Maintenance-
eComM Tab
ShopSite Tab
3. Check the option Product Available for ShopSite.

4. For users that wish to publish products to specific stores in
ShopSite, select a eComM Store Code from the drop-down menu.
For more information see Setting Up Multiple Stores for eCommerce
Management.
5. In the General Tab, enter the product information. In the Product
Name field enter a unique title or choose a template from the drop-
down menu.
6. The ShopSite SKU field allows you to enter a custom SKU for this
item exclusively for ShopSite.
ç Feature
Warning! The following features require the Inventory Tracking
in ShopSite to be enabled.
7. The Low Stock Threshold allows you to specify a low inventory
level that will send an e-mail alert to the e-mail address defined in
the ShopSite Store Settings.
8. The Out of Stock Limit allows you to enter low inventory level
that once reached; will prevent orders for the item on ShopSite.
9. In the Extended Information tab you can setup the Search
Keywords fields. This will help customers find this product on
your ShopSite store. Enter unique keywords or choose a keyword
10. Additionally, enter a detailed description for the item in the Full
Description field or choose a template from the drop-down menu.
11. Finally, select the path to an image of the product or choose a

template image from the drop-down menu.

in the ShopSite Merchant Settings screen, see ShopSite Order
Management Feed Setup on page 280.
Stock Item
Maintenance-
eComM Tab
ShopSite Tab
Inventory Tab
See Also
Entering ShopSite eCommerce Merchant Settings
Settings
ShopSite
Miva Order Management Feed Setup

Using the eCommerce Management feature, the Miva Order
Management Module communicates directly with your Miva Merchant
Store. M.O.M. can publish product and inventory information,
download orders, and publish order processing confirmation.

Click On: Options


eCommerce
Merchants
Settings
Miva Tab

3. For users with multiple Miva Stores, select a Store Code from the
drop-down menu to attach it to the account you are currently
4. Enter your Miva store’s M.O.M. connector path in the Miva Script
URL field.
5. Enter your Miva User Name and Password.
6. Optionally, enter a Store Code. This code will become a part of
the URL for your product pages. Changing this code from time to
time will break any outside link to your product page.
7. Select the TEST CONNECTION TO MIVA button to verify your
settings.
8. In the Miscellaneous Tab, enter a Default Shipping Method and
a Product For Item On The Fly. These fields will fill in a shipping

eCommerce
Merchants
Settings
Miva Tab

10. Use the MIVA ORDER ACTIVITY REPORT button to create a report
listing all of the orders downloaded from Miva within a specified
date range and in a specified order status.
replenishment option for your Miva Store. Choose to either display
a specific number of units or a percentage of the units available in
inventory, when a specified low level is reached.

You can match shipping methods from Miva Orders to the appropriate
shipping methods in M.O.M., by changing the descriptions.

Click on: Maintain
Shipping Methods
2. Choose a method that you currently support in your Miva Store.
created.

6. Change the Description to read “MIVA DESCRIPTION” where the

word DESCRIPTION is the description as it appears on Miva.
on Miva.
Shipping Method
Maintenance
Miva
Miva Order Management Product Setup

Each stock item that will be sold on Miva must be checked off as
Available for Miva. Individual item information such as descriptions,
category codes, and dimensions can be entered here.
è setup
Click on: Product
Click on:

3. Select the eComM tab, then the Miva tab.

Stock Item
Maintenance-
eComM Tab
Miva Tab
4. Check the option Product Available for Miva.

5. For users that wish to publish products to specific Miva Stores,
Management.
6. In the General Tab, enter the product information. In the Product
Name field enter a unique title or choose a template from the drop-
down menu.
7. The Miva SKU field allows you to enter a custom SKU for this item
exclusively for Miva.
8. In the Extended Information tab enter a detailed description for
the item in the Full Description field or choose a template from
the drop-down menu.
9. In the images field enter the URL for the product images or choose
a template from the drop-down menu.
10. You can also setup the Product Category Codes. These codes
should already exist in your Miva Store. M.O.M. will then post the
item into the department with the corresponding code.
in the Miva Merchant Settings screen, see Miva Order Management
Feed Setup on page 285

Stock Item
Maintenance-
eComM Tab
Miva Tab
Inventory Tab
Product Attributes
Size/Color variations are handled differently in Miva. Each variation
has to be listed as an individual attribute.
1. Enter a Product Attribute Code; this will specify the attribute type.
2. Enter an Attribute Value; this will specify the variation.
3. Enter a Message Prompt; this will request the user to choose a
particular variation type.
4. Select an Attribute Type; M.O.M. can publish your attributes to
display on your page as either a series of radio buttons or in a drop
down menu.
5. Optionally, in the Image field enter the URL that contains an image
illustrating this particular variation.
6. Finally, you have the option of adding an extra charge for the

selection of the specified variation in the Price field.

Stock Item
Maintenance-
eComM Tab
Miva Tab Attributes
See Also
Entering Miva Settings eCommerce Merchant Settings
Miva
Yahoo Order Management Feed Setup

The Yahoo eCommerce Management Module facilitates the ability to
upload product info, download orders, and send tracking information
between your Yahoo Store and M.O.M.

Click On: Options


eCommerce
Merchants
Settings
Yahoo Tab

3. Enter the Yahoo Store Title that is obtained from your Yahoo Store
Administrative page, under Store Account Info in the Site Settings
list.
4. For users with multiple Yahoo Stores, select a Store Code from the
drop-down menu to attach it to the account you are currently
Exporting Products and Inventory Files to Yahoo

Click On: Options
The Multi-eCommerce Merchants Settings screen is displayed (see
previous page.)
2. To Export your Products and Inventory to your Yahoo Store:

Click On EXPORT PRODUCT & INVENTORY FILES TO YAHOO!

The Yahoo export screen is displayed.

eCommerce
Merchants
Settings
Yahoo Tab
Product Export
3. Choose the options to create Product and Inventory Export files that
can be imported into your Yahoo store through the administrative
interface.
Real Time Link

eCommerce
Merchants
Settings
Yahoo Tab
1. The Script URL should be the location of the ASP files that will
contain the order and inventory files. For example https://
yahoo.usasportingoods.com.

2. Then enter in an FTP Server Name to handle file addition and

deletion. Ideally it should match the Script URL.
3. Enter a Default Shipping Method and a Product For Item On
The Fly. These fields will fill in a shipping method and item for
orders that have an item or a method that has not been properly
setup in M.O.M.
5. Use the YAHOO ORDER ACTIVITY REPORT button to create a
report listing all of the orders downloaded from Yahoo within a
replenishment option for your Yahoo Store. Choose to either
display a specific number of units or a percentage of the units

You can match shipping methods from Yahoo Orders to the
descriptions.

Click on: Maintain
Shipping Methods
2. Choose a method that you currently support in your Yahoo Store.
created.
6. Change the Description to read “YAHOO DESCRIPTION” where the
word DESCRIPTION is the description as it appears on Yahoo.
on Yahoo.

Shipping Method
Maintenance
Yahoo
Yahoo Order Management Product Setup

Each stock item that will be sold on Yahoo must be checked off as
Available for Yahoo. Individual item information such as
descriptions, category codes, and dimensions can be entered here.
è setup
Click on: Product

Click on:

3. Select the eComM tab, then the Yahoo tab.

Stock Item
Maintenance-
eComM Tab
Yahoo Tab
4. Check the option Product Available for Yahoo.

5. For users that wish to publish products to specific Yahoo Stores,
Management.
6. In the General Tab, enter the product information. Enter a Yahoo
ID and Yahoo Code.M.O.M. looks to match products based on the
Yahoo ID and the Yahoo Code. If you have an existing Yahoo!
store with your items already created you can put the item' s Yahoo
ID in M.O.M. to match the stock numbers between M.O.M. and
Yahoo.
7. In the Product Name field enter a unique title or choose a
8. In the Extended Information tab enter a detailed description for
the item in the Full Description field or choose a template from
the drop-down menu.
9. Complete the additional description fields according to Yahoo
requirements. See the M.O.M. Help entries listed at the end of this
section for more informatin.
in the Yahoo Merchant Settings screen, see Yahoo Order
Management Feed Setup on page 291

Stock Item
Maintenance-
eComM Tab
Yahoo Tab
Inventory Tab
Options Tab
In Yahoo, each variation has to be listed as a separate option.
1. Enter an Option Code; this will specify the option type. Typically
this consists of the variation code used in M.O.M.
2. Enter a Product Option; this will be displayed as the prompt for
the selection, such as “Size Selection.”
3. Enter an Option Value, this is the customer’s selection that will
match to this SKU, such as the option “Large.”
Stock Item
Maintenance-
eComM Tab
Yahoo Tab Attributes

See Also
Entering Yahoo Settings eCommerce Merchant Settings
Yahoo

Index
A for stock items 78

Sales Commission Group 51
Accounting
Company
inventory valuation method 162
billing address 27
Accounts Payable
shipping address 27
supplier terms 153
Composite Item 89, 90
Address Correction and Validation Module 262
Cost of Goods 157
Advanced Search Criteria 80
Credit Card
internet gateway 214
setting up warehouses 244
merchant accounts 151
warehouse preferences for stock items 248
Cross-Sell Item 105
warehouse service regions 246
Customer
Alias
default contact entry 30
stock item 94
default customer lookup 31
Allowed Forms of Payment 157
default terms for 154
Alternate Customer Number 38
demographics screens 191
Alternate Order Number 41
honorifics & salutations 193
Amazon 273, 275
type codes 188
attributes 279
Customer Entry Screens
Attributes 101
customizing 36
Auto-Capitalization Feature 37
Customer Lookup Screen
Automatic Shipping Calculations Module 166
defining cursor sequence 36
Customer Notice 125
B
Backups 17 D
Barcodes
Daily Annoucement for Order Entry Screen 42
options for shipping labels 48
Dashboard 202
Bin
Demographics 191
drop ship 86
Documentation 1, 6
setting up 64
Drop Shipment Settings 185
Blackthorne Pro 258
Box Content Value 181
Break-out Item 89, 91 E
Business Rules
eBay 258
order entry 40
Extended Info Template 73
C F
Call Tag 179
Finance Charges
Catalog
setting up for states 147
stock items sold in 123
Form Letter
Changing Product Pricing 114
creating as MS Word file 126
Classification Codes 76
setting up 125
COD Tags for Split Shipments 182
Form Letter for Products 80
Commissions
M.O.M. Windows Setup Guide 299

Index
Form Types 3 List Management Module

Forms customer demographics 191
form options 43 Lookup Screens 10
Fractional Quantities 83 Lost Order Reason Codes 111
G M
General Ledger M.O.M. Chat 207
interface accounts 157 Management Tools
interface to accounting software 160 manager’s dashboard 202
getting help 8 MOM chat 207
Gift Certificate Setup 99 Manager’s Authorization Settings 48
Gift Order Greetings 130 Manager’s Dashboard 202
Google Checkout Manufacturing Operator 22
shipping setup 168 Manufacturing Stages 252
Menus 9
Merchant Accounts
H Credit Card, merchant accounts 151
Honorifics 193 Miva 285
how to use 9, 10 MIx & Match 69
MS Mail
setting up parameters for use 129
I Multi-Company
Import Export Wizard 222 company setup 232
Import/Export Module inventory sharing 234
defaults 220 My Preferences 29
setup 218
wizard 222
Installation N
single station version 4 Notice
workstation 5 form letter 125
Interactive Credit Card Authorization System
Setup 215
Inventory O
valuation method 162 Order
Invoice Message 138 defaults 29
ISBN 74 rules for COD payment 156
template for 29
type codes 139
K Order Entry
Kits 89 business rules 40
Order Entry Screens
customizing 40
L Order Hold Reason Codes 110
Labels for Stock Items 117 Order Management Modules
300 M.O.M. Windows Setup Guide

Index
amazon 273, 275 S

miva 285
Sales Commission Group 51
multiple stores setup 266
Sales Commission Groups 21, 24
shopsite 280
Sales Tax
storefront 267
city 149
yahoo 291
county 148
Order Processing
national (VAT) 146
batch or single order options 45
setting up 146
customizing 44
state 147
manager’s authoirzation 48
ZIP code 149
Order Promotions 140
Salutations 194
Order Taking Service File Import 218
Scale
packer’s workstation 184
P Scale Interface 184
Security Levels 20
Packer’s Workstation Scale Interface 184
Selling Tools 105
Paper Forms
Serial Numbers for Stock 84
selecting options for 43
setting up 51
Payment Plan
Sharing Inventory 234
setting up 95
Shipping Method
Point of Purchase Module
carrier rates 171
defaults for user preference 32
carrier zones 169
defining settings 198
customer charges 173
Points and Rewards Program 132
setting up 166
Pricing 69
ShopSite 280
Printer
SiteLINK and Import/Export Module 218
options for output 50
SMTP E-Mail 35
Printers
Source Key 120
System Requirements 3
flat rate shipping charge 178
Product Vendor Prices 116
Stock Item
Promotional Item 105
accounting information 81
Purchase Order
alias 94
e-mail and fax options for 58
alternate ids 74
attribute setup 101
R barcode labels 117
break-out 91
Reindexing 15 catalog space allotment 123
Report Output Options Screen 13 classification code 76
Return Preferences 61 commissions 78
Returns composite 90
reason codes 108 cross-sell 105
RFM 135 discontinued 108
Roles 20 drop shipped 85
Royalties 79 exempt from discounts 100
extended info template 73
M.O.M. Windows Setup Guide 301

Index
extra shipping charges 177 processor 2

form letter 80 System Startup 6
fractional quantities 83
ISBN 74
kits 89 T
low level 67 Technical Support 8
manufacturing 254 Telemarketing Module
merging stock items 112 modem for auto-dialing 240
mix & match pricing 69 telemarketing scripts 238
payment plan 95 Troubleshooting 15
point/reward values 134
purchasing levels 67
renaming a stock number 112 U
return codes 108 Univeral Product Code (UPC) 74
return preferences 61 UPS
royalties 79 call tag 179
Sales G/L department 82 declared value 181
selling prices 69 Up-Sell Item 105
serial numbers 84 User Preferences
service 83 contact entry 30
setting up 58 customer lookup 31
shipping information 77 general lookup 34
shipping preference 76 order entry 29
size and color matrix 86 point of purchase 32
special selling prices 69 SMTP Setup 35
special types 82 User Setup
starting inventory 60 individual users 22
subscription 97 user roles 20
substitute item 105 Users
tax exempt 81 announcement for order entry 42
UPC code 74 individual preferences for 30
updating retail and special prices 114
upsell 105
warehouse locations for 64 W
warehouse use preferences 248 Warehouse
warehouses 244 preferences for stock item 248
Subscription Management Module service regions 246
setting up a subscription item 97 setting up 244
Substitututions for Stock Items 105 Web Auction Management Module 258
Supplier auction tab 259
accounts payable terms 153
renaming and merging 113
setup 56 Y
vendor prices 116 Yahoo 291
System Requirements
printers 3
302 M.O.M. Windows Setup Guide

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Setup Guide

Mail Order Manager®

Accumail is a registered trademark of Datatech

Version 7.0 for Windows

What You Need to Run M.O.M. 2

Special Paper Supplies 3

Installing the M.O.M. Software 4

Becoming Familiar with M.O.M. and Windows 9

Some Troubleshooting and Savings Tips 15

Backing Up Your Data 17

Chapter 1 Making Preliminary Settings 19

User Password Controls 25

Setting Up Your Company Billing and Shipping Addresses 27

Setting Up User Defined Order Entry Preferences 29

Setting Up User Defined Contact Entry Preferences 30

Setting Up User Defined Customer Lookup Preferences 31

Setting Up User Defined Point Of Purchase Preferences 32

Setting Up User Defined General Lookup Preferences 34

Mail Order Manager Setup Guide i

Customizing the Customer Entry Screens 36

Customizing the Order Entry Screens 40

Selecting Forms and Form Options 43

Customizing Order Processing 44

Manager’s Authorization Settings 48

Selecting Special Print Output Options 50

Setting Up Sales Commission Groups 51

Setting Up Product Mix & Match Codes 52

Chapter 2 Setting Up Suppliers and Stock Information

Setting Up a New Stock Item 58

Setting up Supplier and Stock Item Demographics 60

Establishing Starting Inventory or Viewing Current Information 60

Establishing Return Preferences 61

Establishing Restricted Shipping Areas 61

Establishing Warehouse Locations for Items (Bins) 64

Establishing Inventory Low Level and Purchasing Levels 67

Establishing Special Selling Prices 69

Establishing Special Selling Prices to Groups of Items 71

Establishing Detailed Item Information 72

Establishing UPC, ISBN or Alternate IDs for a Stock Item 74

ii Mail Order Manager Setup Guide

Establishing a Product Classification Code for a Stock Item 76

Establishing a Product Shipping Preference 76

Setting Up Shipping Information for an Item 77

Establishing Salesperson Commissions 78

Establishing Royalty Payments 79

Setting Up an Item-Specific Customer Notice 80

Setting Up Advanced Search Criteria 80

Setting Up Accounting Information for a Stock Item 81

Setting Up Special Types of Items 82

Complex Item Attribute Setup 101

Setting Up an Item Substitution, Cross-Sell, Up-Sell or Promotion 105

Discontinuing an Item or Preventing an Item from Being Sold 108

Establishing Product and Supplier Return Codes 108

Establishing Order Hold Reason Codes 110

Establishing Lost Order Reason Codes 111

Renaming and Merging Stock Items 112

Renaming and Merging Suppliers 113

Changing Product Retail and Special Prices 114

Changing Product Vendor Prices 116

Printing Additional Stock ID Labels 117

Chapter 3 Setting Up Advertising and Marketing

Mail Order Manager Setup Guide iii

Setting Up Catalogs 121

Setting Up Customer Form Letters 125

Dydacomp's Multichannel Order Manager 7i Setup Guide

Dydacomp's Multichannel Order Manager 7i Setup Guide