View New Orders/Activities

View - E-Commerce - Get web site data

After importing web site data, you receive a list of all the enquiries. The column on the far left of the list specifies whether the enquiry is an activity, an order, a new registration or a change to a previous registration.

Each enquiry is checked against the contact register. If the contact has not been previously registered, a new contact will be set up. If the contact already exists, the information from the contact register is displayed under Contact overview.

Checking an enquiry

Check all enquiries, depending on their Status:

New customer: No contact was found in the contact register which matched any of the fields in the enquiry.
Probable customer: An existing customer was found with the same E-mail address, Postcode, Contact person or Telephone number. Here you should verify which information should be overwritten in the contact register.
Existing customer: The enquiry contains a Company name or Company reg. no. which corresponds to a contact in the contact register. It is highly likely that the enquiry comes from this contact.

Click Edit or double click on enquiries you are uncertain about to check what Company information is imported.
Click Import all when you have gone through the information.

Note! At the bottom of the window is a line about whether you should Go directly to update in order to update stock after importing order. This is a recommendation/reminder that you should update the web site to avoid discrepancies between the stock levels displayed in the web shop and actual current levels.

New customers are now created in the contact register. Existing customers and Probable customers will keep the information from the contact register unless you choose to overwrite it.

You will find the imported orders in the Order module in Mamut. You can also print a report of all web orders. To do so go to the Report modules, select ales and Invoicing and select the report Order/invoice list or Order/invoice list, detailed. In the Filter window that opens, tick the Web order box in the selection window to only show orders imported from the web shop. If you have several web sites, you can also select to view results for a certain web site only.