Note: Before beginning, download and install the sample files above. You can also export your own orders from your Yahoo! Store in MOM format and use them  instead of the provided coolteststore_mom.csv in step 7. 

2. Locate the Import Orders action and double click it. The Process Open Orders dialog will open to the Import tab.
    

3. Click the Add button.

6. In the browse window that pops up click Yahoo-MOM.mwi then click the Open button. Note: The Yahoo-MOM.mwi file is located in the c:\mailw15 directory.

7. Click the button in the Source File Name field. Using the Windows dialog that opens browse to c:\mailw15 and double click coolteststore_mom.csv (or the Yahoo! Store exported file you created) . 

8. In the  Import Name field type: Yahoo MOM Format. 
    

9. Choose a Table Type of Text .
    

10. You do not need to change the defaults for First Row, Last Row, Separators and Qualifiers. Click the OK button on the Order Import Settings dialog. It will close and the import will be added to the Process Orders action.
     

11. Select the import from the grid in the upper half of the screen by clicking on it (it will highlight in blue), then click the Import button. Note: This process may take a few seconds or several minutes depending on the size of your file. 

15. You may, if you wish, select any item in the imported grid and click the or button to go directly to the Customer or Order screen for that entry. 
     

16. Because the orders were imported they will be shown as Backordered. This prevents importing of committed orders for which you do not have enough stock. You can use the Process Orders action to automatically fill backorders then proceed to the process payments, print invoices and ship items tabs.
     
    Click the Fill Backorders tab on the Process Orders Action.
     
    
     

17. In the bottom left corner of the Fill Backorders screen click the button. This will populate the screen with your imported orders (and any existing backorders you may have).
     
    
     

18. You can deselect any orders for which you do not wish to fill backorders by double clicking the Process checkbox for that line. When you are ready, click the button. Orders that can be filled (based on the In Stock quantities for items ordered) will show a check in both the Complete and Updated checkboxes. Orders that cannot be filled at this time will show a check only in the Complete checkbox. You can fill these later by increasing your In Stock quantities for products and rerunning the Fill Backorders step.
     

19. At this point your orders are committed (product stock levels have been decreased by the number of items ordered). You can now Process Payments by clicking the Process Payments tab.
     
    
     
    IMPORTANT NOTE: The Process Payments screen uses your connection with a supported third-party credit card approval package (PCCharge, PCAuthorize, ICVerify or AuthorizeNet). For purposes of this tutorial we will manually approve a few orders.
     

20. In the bottom left corner of the Process Payments screen click the button. This will populate the screen with only the orders that include unapproved credit card purchases.
     

21. At this point you would normally click the Authorize button. Because this tutorial assumes you have not set up a third-party software package to approve credit cards we will perform the approvals manually.
     
    Click the first order in the grid to select it. Then click the button to open the order.
     
    
     

22. The Order screen will open to the selected order. Click the Payment tab in the bottom left corner of the Order screen to display payment information.
     
    
     

23. In the Amount field enter the amount of the order (you can find the order amount in the Total field to the right of the Payment tab as illustrated below).
     
    
     

24. In the Approval # field enter any number (e.g., 123).
     
    
     

25. Click the button to open the following pulldown menu and select Save Payment.
      
    
     

26. Save the order by clicking the button in the top right corner of the screen. The order screen will close.
    Note: If you have Build 67 or higher of Mailware you can just click on the order to save the payment and the order together. You can check your build number by clicking Help>About on the text menu. You can download the latest version on our updates page.
     

27. Repeat steps 21-26 for any remaining orders. Please note when you purchase Mailware you have other options for automatically applying payments including automatic authorization directly from the Process Payments screen and/or acceptance of approval codes provided by pre-payment on your web site.
     

28. At this point orders are committed and payments are applied. You can now print invoices for these orders. Click the Invoicing tab.
     
    
     

29. In the bottom left corner of the Invoicing screen click the button. This will populate the screen with the orders that include approved purchases. 
     

30. You can print invoices for all the orders in the list by adding your report(s) to the Print button. The tutorial does not include any invoices so we will skip the printing process. To continue click the button. This marks these orders as printed, and changes their status to Filled. The Complete and Updated boxes will be checked to show this is complete.
     

31. Click the Shipping tab to complete the process.
     
    
     

32. In the bottom left corner of the Shipping screen click the button. This will populate the screen with the orders that are ready to ship.
     

33. You can print shipping labels, or an export report for items to be shipped (Mailware also supports UPS WorldShip and FedEx Powership). Again, this tutorial does not include these reports. When you purchase Mailware you can add reports to the Print button.
     
    To complete the orders click the button. This marks these orders as shipped.
     

If you need assistance please feel free to ask us for help. You can do so quickly and easily by completing our Technical Support form. We will reply via email.