Order History Software Features

Admin Portal

Upon logging into the system an overview of orders and the system is available.

• Past year's total orders by month
• Latest ten orders in the system
• Links to reports
• Status and Folder options
• Latest news and updates to the system
• Current system information

Search Orders

The system has a robust, feature driven search facility to find both orders, customers and cart items (NEW). You can search on any screen in the system for an order or customer using a multitude of search paramaters:

• Basic Search
  
  - Order ID: search for a specific order by its reference
  - Customer: search for a customer by their name (invoice and delivery) and email address
  - Cart Details: search for a product name (NEW)
  
  
• Advanced Search (available on any screen)
  
  - Payment Method
  - Tracking Number
  - Shipping Zone
  - Order Date period
  - Customer Address, Town/City, County/State, Country, Post Code/Zip (invoice and delivery)
  - Trusted Customers
  - Newsletter Customers
  - Status & Folder
  
  
• Ordering
  
  - Order Date (ascending/descending)
  - Order Total (ascending/descending)
  - Order ID (ascending/descending) NEW!
  - Invoice Name
  
  
• Search Results Grid
  
  - Displays Order ID, order date, invoice name, order total, shipping value, payment method, current status, now color co-ordinated (NEW) and items
  - View orders and/or customer records
  
  
• Actions
  
  Perform a multitude of actions to selected orders including changing status, moving folder, emailing and deleting (see Actions)
  
  
• Stationery
  
  Print stationery for multiple orders e.g. package slips for all pending orders selected

Actions

For an individual or multiple orders you can peform one or more of the following actions:

• Update Status - update to a new status and add a note e.g. order dispatched today
• Move To Folder - move the orders to a folder set up in the system
• Email Customer - send a blank or preformatted email. Can contain all email features including attachments, priority, HTML and also include keywords to be replaced by the system e.g. order date, customer password etc. Auto email populate gives extra flexibility for sending batch emails (NEW!)
• Delete Order - delete the orders selected
  
  
  

Orders

Have full control over your orders to inform both your staff and customers of their current and past order status. Order information includes:

• Order Details
  • Unique Order ID and Admin Internal Reference
  • Date of Order
  • Current status
  • Folder order is in
  • Staff member who is handling the order
  • Shipping zone, order currency, voucher data, session data, cart referrer, tracking number, payment method and notes
• Items
  • Cart items and totals. Add extra order items or delete them
• Customer Details
  • Invoice information
  • Delivery information
  • Trusted customer and Newsletter sign up
  • Tax ID and IP Address (to confirm country of order origin)
• Status History
  • Record of status updates with notes (can be fully edited)

You can flick instantly between each section without having to save the order details each time or view all details one one screen (NEW)

Stationery

Create your own stationery (hosted on your own web server) and the system will fill in the details for you. Create packing slips, invoices, labels and more. Print stationery for one or more orders at once

Customers

View, edit and delete customer records. Each customer can have their own login using their customer email and an auto-assigned password to login to the system and check their order status and history.

Customer information includes invoice and delivery address details, admin reference and a customer can be assigned as a 'trusted' customer for certain priviliges to apply e.g. emailed order updates.

You can easily view all orders that a customer has made along with any emails that have been sent to them over a specific date period.

Customer records are also assigned on a per-order basis for historical record accuracy. (NEW)

Emails

Email Archives

Every email sent from the system is recorded and logged including the full email message. You can view all emails within a date period selected. Easy to navigate (NEW!)

Email Templates

Create an email template to contact your customers regarding their orders. A default email template is created for you to inform the customer of their login information but this could be adapted to email a file attachment or provide further information regarding their order. Templates can be changed 'on the fly' for a set of orders for maximum flexibility.

Email Editor

Now you can create more content-rich HTML emails using the Email Template Editor. Alter text size, colour add lists, tables, links etc. Add keywords from the system which will be replaced by the correct order information e.g. {OrderDate}

Setup Options

Status Fields, Folders, Staff and Logins

Create unlimited order status records, folders and staff member logins. Update batches of orders to these records when required. Status information can also be color co-ordinated for ease of use (NEW)

Upload Files

You can upload files to the sytem to be used as email attachments. Your file size limits are also shown and files may be deleted if required at any time.

Import Data

Information can be added to the system from a variety of sources in a variety of ways. Previous versions of Order History can export files which can then be imported into this system thus allowing you to upgrade with relative ease, orders can be imported from shopping carts including Mals E-Commerce (both as batch csv files and remote http if applicable) and typed directly into the system.

Several failsafes have been added to ensure that data is not lost if the import fails. All data that the system recognises for import is logged in a file (remote http only) and this information can be easily imported at a later time. Orders that cannot be imported are automatically alerted via email with the results of the original data and the error message.

Order Auto Bounce

Like Mals E-Commerce remote http, auto bounce automatically sends data sent to the import feature to another web page. This can be useful to trigger another script to e.g. update a stock database.

Backup

Backup data from one or more tables in the database to a variety of formats that can be saved or downloaded from the system. This data may then be imported to another database e.g. a local customer database system.

Staff Logins

• Allow multiple staff members access to the system at the same time
• Each staff member can have their own login and password
• Tiered logins allow restricted access to the system

Reports

Several reports exist with further reports available.

• Best Customers - top 10 customers who have purchased the most
• Best Selling Products - top 10 product items sold
• Order Totals - totals for specific date periods
• Product Order Totals - totals for product groups
• Sales Graph - shows sales volume or totals for a give date period

Simple Navigation System

• Easy-to-use navigation giving access to all features from any screen
• Search facility including advanced search options
• Help file easy to use and available from any screen

Customer Order History

Customers can login with their email address and password and view their order history in the past 1 month, 1-3 months and 6+ months. They can then click on an order to view the full details.

Currently two forms of the order details screen exist - new and classic. The classic screen is based on the previous version of the Order History and the new screen includes features of this new system like the auto-hide feature of information blocks. Orders may be printed if required.

You can also create your own display of customer's order history/status and even host it on your own website webserver.

License Information

A summary of your license information can be seen within the administration section and includes when your license started, will expire, if it's active, amount of emails sent (size), upload space remaining and total orders in the system. You may purchase extra data space at any time.

Database Types

The system currently works with three major databases.

1. Microsoft SQL Server
2. Microsoft Access
3. MySQL

System Location

Part or all of the system can be located on your web server if desired (depending on system requirements and license type purchased). All of the system including Admin. and customer order history/status can be hosted on media mount's web servers or only the Admin. section and the customer part located on your web server. Two choices apply for the customer section:

1. If hosted on your web server an individual order details page can be set-up and customised to fit your website template and includes all details for that order e.g. Order ID, order date etc. (NB: limited capability using JavaScript)
   
2. If hosted on media mount's server then you can link to a header and footer page on your website along with a stylesheet to format the colours, text sizes etc. of the main order(s) content

System Requirements

System located on media mount's server:

• Ability to edit HTML content on your web server on a simple level (copy and paste code)
• FTP access to your own web server
• JavaScript enabled

System located on your web server:

Currently the system is available in ASP therefore the web server should preferably by a current Windows Server running IIS 6.x, ASP 3.x, VBScript 5.x or else on a Chilisoft enabled server.

System Requirements

Order History Software only requires that you have access to the Internet, a web browser (preferably Internet Explorer 6 or 7) and a Mal's Ecommerc account (which is free from www.mals-e.com).