Premier | Mail Order Export

Premier | Mail Order Export

Description

It is now possible to use the 'unsent mail orders' Reception reports to communicate to a 3rd party system the fulfilment status of mail orders (e.g for a 3rd party handling vouchers).

Resolution

  1. In Reception > Reports the 'unsent mail orders' report now has two different 'include' options:


  1. This will filter what is displayed in the report criteria.
  2. You can now use the 'export to Excel' function to export a .xls file with the contents.
  3. The following fields are included in the export:

 

DateReceipt NumberPurchased ByRecipientMail Order Address 1Mail Order Address 2Mail Order Address 3Mail Order CityMail Order CountryMail Order PostcodeVoucher DescriptionVoucher NumberPurchase ValueNotesDespatched



  1. Once you have completed an export, you get prompted with the following dialogue:


  1. Selecting yes will mark all mail orders as sent, the idea being that at this point they have been fulfilled by the 3rd party system. 
  2. Selecting no will exit back to the reports screen without affecting the 'sent' flags.