We'll be doing something like this for our customer service and shipping staff anyway -- I don't see a reason why we wouldn't be able to contribute it to the community either when it's done or even while it's in production.

Ian McNulty wrote:
David,

There's so much great documentation around I'm sure somebody must have already answered those questions somewhere. Trouble is that I'm just new to this myself and probably have less idea where to look than you.

The only contribution I can make to this project at this stage is to try to put together a simple, end-user's, step-by-step, how-to-for-dummies kind of guide. I'm starting by looking for people who I can 'interview' on the basics, then work up from there.

Your questions seem basic enough. Something most end users would need to know. But the answers are several rungs further up the ladder than where I am now. Chapter 5, perhaps, rather than Chapter 1.

I'm already in touch with several others who are prepared to help with the more advanced stuff later on. If you'd be willing to help get me started on Chapter 1, I could ask them if they would be willing to help you with Chapter 5.

If you think this might be worth doing, please let me know.

Kind regards,

Ian



David Shere wrote:
Is there a guide somewhere for end users that shows how to manage orders, create, pay, ship, etc.? I am playing with it now and seem to be running into many "nope, sorry, you can't do that" problems. I must be doing something wrong. These are my questions at the moment:

How do I mark an order as paid? (an order that's been shipped and the customer invoiced)

How do I receive payment for a COD order?

How do I mark an order as paid with a check? (an order where the customer is giving me the check at the time of sale, i.e. not an invoiced order)

How do I create and order that is paid for with cash (or an anonymous buyer?)

We sell on the web, and over the phone, and at trade shows, and we have a retail counter, and we ship COD, and we have dealers who buy during the month and pay for it all at the end of the month. (*whew!*) So we deal with pretty much every payment situation under the sun.


--
David Shere
Information Technology Services
Steele Rubber Products
www.SteeleRubber.com

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