Can you list the Daily Tasks we need to complete?
There are several tasks you will want to complete throughout the day to ensure that the E-Commerce process is flowing smoothly.
View the Admin panel for new orders each day
Verify that all the orders are in a "PROCESSED" state.
An order with a status of "PROCESSED" means that it has completed the process of importing into the ERP successfully.
Any order with a status other than "PROCESSED" should be investigated for a problem.
Take a look at the Search or View Orders page in the WebAlliance Admin Usage manual for more information on order statuses.
Approve new users that have requested access
Web users have the ability to visit your site and request a web login.
This web login will not tie the web user to the correct ERP Customer ID automatically.
An Admin user must review each of these new user requests and assign them to the proper Customer ID.
Learn how to approve a user that completed the web account self-creation in the WebAlliance User Accounts manual.
Charge any required credit card authorizations
If you use Authorize.Net as your credit card processor, a customer that purchases via credit card will have a hold placed on their card until their products ship.
In these cases, when the product ships, it is up to an Admin user to visit the Authorize.Net site and charge the card against the credit hold.
The charge is, in effect, the actual taking of money from the customer's card against the hold that was issued and transferring the funds to your bank account.
* If you are using Element/Vantiv as your credit card processor, this step will likely not be necessary.