Older Version of Order Procedure
- Retrieve eBay Sales
- Open excel Workbook
- Get new “Get eBay Orders”
Note. At this stage move onto Step2.
Repeat the above process for the “Majesstic007” account.
- Input the "Borders" (all borders) into the ToPost column
- Run the "Process Sales" function (from the Sales Processor)
- Retrieve WebSales:
- Swamp Admin
- Orders
- Check all new Orders (refer to Websales excel sheet for last order) (exclude any "Not Finished" or "failed")
- Export "Orders" + "Order Items" data as a csv file
Note. Now complete Step1.
- Download and save in the "Websales" folder and
-
Import the data using the “Import Websales” function (Sales Processor)
- Fill in missing postage methods
(153 = PU = Pick Up)
(145 = Airmail)
(146 = ECI = Express Courier International)
(147 = EPI = Express Post International)
(Any Order over $60 = R = Registered)
(Any other blank = T = Regular)
- Retrieve Paypal Payments:
- Paypal
- Download latest history
- Wait until email from paypal confirms the download is complete (1-2min)
Note. At this stage move onto Step4.
- In the eBay workbook
- Click "Get Paypal Payments" API
- Click "Update"
- Download and insertion will commence (takes 2-3min)
- "Ok" and then "Cancel"
- Retrieve Bank Statements:
- NAB
- Export csv file for "Cheque" account data
- Highlight Columns F and C (click on “F”, hold control, click on “C”)
- Right Click and click "Format Cells", then select “Number”, move decimal places to “0”
- Click “OK”
- Saves as, with the name “Int”, in the “accounts\Banking” folder
Repeat the above process for the “Savings” account. (If there are any new payments. Check against the Acc.Sav sheet)
But save the file as “Sav” (in the same folder)
- In the eBay workbook
- Click "Update Accounts" API (Sales Processor)
- Select Bank Accounts to update
- Click "open"
Note. Now complete Step3. And spend 3-4min cleaning up.
- Match Paypal Accounts
- In the "PP" sheet
-
Filter the "Match1" column for "custom" and click ok, (leave blank)
- Click into the filter drop down box in the "Type" column, and LOOK for the following values:
__Update to eCheque Received - Place "EC" into the Match1 column
__Withdraw Funds to a Bank Account - Place "N" into the Reference5 column, and put "P to C" in Description1
__Request Sent - Place "PR" into the Match1 column
__Request Received - Place "PR" into the Match1 column
- Run the "PP Match" function (Sales Processor)
There may be some rows left unmatched. Any expenses (negative value) just ignore.
Click here to see the guide for attempting to match these payments.
- Sort Account pages
- For each account page (Acc.XXX)
- Select whole sheet (click in the top left corner)
- From the file menu click "Data", "Sort"
- Check the box for "header row" under "my data range has"
- Match Bank Accounts
- In the "Int" sheet
-
Look in the "Matched" column for any records that are not matched (DO NOT FILTER)
- Run the "Account Match" function from the "Sales Processor"
Guide to matching NON-SALE transactions:
- Place the "sheet matching value" in the "ToMatch" column
- sheet matching values:
N = NSMT (non sale money transfer)
X = Expense
C = Cost of Good
P = Personal (personal transaction)
There may be some rows left unmatched.
Click here to see the guide for attempting to match these payments.
- Sort eBaysales sheet.
- Select whole sheet (click in the top left corner)
- From the file menu click "Data", "Sort"
- From the drop down box select "ProductCode1" (Ascending), Click Ok.
- Select whole sheet (click in the top left corner)
- From the file menu click "Data", "Sort"
- From the drop down box select "PostMethod1" (Ascending), Click Ok.
- Select whole sheet (click in the top left corner)
- From the file menu click "Data", "Sort"
- From the drop down box select "ToPost1" (Ascending), Click Ok.
- Replace any "NotSelected" eBaysales PostMethod data (for items with "calculated" postage)
- If an order has the value "NotSelected" in the PostMethod column
- We must find out what postage method the customer has paid for
- Click the URL hyperlink (for any item in the order)
- Click on "View purchase history" (must be logged into eBay)
- Hover over "More Actions" and select "View Order Details"
- On this checkout page you can see the postage amount paid
- Click the URL hyperlink (again to open another page)
- Scroll to the Postage Calculator and enter the post code to check quotes
- Match with the value from checkout page to find the post method
- Run "Mark as Payment Received"
- Run "Mark as Payment Received" API fucntion
- If there are any Majesstic007 sales, sign in as Majesstic007 and repeat the process
- Checks
- Check the WebSales sheet for any "DNPT" orders
- Check the Webproducts sheet to see if there is any "Authority to Leave" comments to include in the TNT eCon (highlight them if you see one)
- In the Webproducts sheet, fill be any missing "First / Last Name" data
- Check the eBaySales sheet for any "P" value orders, that are now ready to be shipped. (a customer email / advice from George will usually confirm when a P value needs to be changed. And advise of any SKU changes needed)
- Process Sales
- Run the "Process Sales" function (from the Sales Processor)
- Save the workbook
as "Data.To-Post" in the "/accounts" folder.
- Open the Word Document "To-Post" (linked to the Data.To-Post excel file)
- Select Yes (to compelte a live mail merge with the workbook)
- Print the Label sheets
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After Post
- Holds and P's
- At the end of the day if there any order or item (parts of an order) that cannot ship, place the value "P" value into "ToPost" column of each item that cannot ship.
- Leave eBay Feedback
- Filter for "T" in the "ToPost" column (all orders shipped)
- Place the value "F" into the "Feedback1" column
- Click the "Leave Feedback" API buton
- Click Ok
- Repeat for majessitc
- Confirm shipment of WebSales
- Go to Swamp Admin
- Orders
- Change the status of all orders shipped ("T" in ToPost) to "Completed" from the drop down menu
- Click "Update Status"
- Mark as Shipped
- Click "Mark as Shipped"API button
- Save the Workbook (with a new name/number)