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