Kryptronic Software Support Forum

That functionality was not planned or implemented in CCP6.  It is planned for a future advanced order management module.  Currently you can change shipping status, enter comments, cancel orders, print invoices and summary info and enter shipper tracking numbers.

webmaster wrote:

That functionality was not planned or implemented in CCP6.  It is planned for a future advanced order management module.  Currently you can change shipping status, enter comments, cancel orders, print invoices and summary info and enter shipper tracking numbers.

Any word on the Management Module that will allow administrators to edit orders including product selections, quantities and shipping?

Bump
Any comments, tips or workarounds would be appreciated.

George

I put in my 2 cents, since I've been dreaming of a solution for years for small business. 

What most small businesses need is an integrated web store into their accounting package.  Asking Kryptronic  who has developed what is basically an order entry system to now provide a full accounting package seems backwards.  We should be asking the Accounting package providers to provide web access to their order management function.   Those "invoices" that are part of CCP are not really "invoices", they are "orders".  Orders are pending until they are changed and / or billed out, at which time they become invoices.  Those changes / invoices should happen in the accounting package, with some sort of "upload" of the final invoice to the web site for customer access.

As you know, modifying orders can be quite complicated.  Its not just updating the information on the order in CCP.  How does one then handle the difference in billing?  There would have to be integration with credit card processing for charges and refunds, not to mention other billing methods.   In our case, that billing happens manually and a revised invoice is sent to the customer from our accounting package.


NetSuite has a pretty cool accounting package that is online w/ a web store interface. It is the closest software package I've seen to date that provides all the functionality needed.  Ironically, MYOB Accounting uses NetSuite to manage their business!  Does that tell us anything?    Unfortunately it is still too expensive for us "small business" folks.  The other problem that I see is that the entire database is hosted by NetSuite.  I have a real problem with letting someone else handle my financial data.   In any event, NetSuite is just one example.  There are others, but none come close.

For now, piecing an order management / accounting / shipping system together is our only alternative.   There are ways to automate some of it, but much of it is specific to each individual business and how that business is conducted.  It definitely requires a programmer with some knowledge of MySql, php, scripting, and accounting package import/export functions.  On the shipping side, UPS and FedEx both have reps that will work with you to automate your processes.  But again, you'll most likely need a programmer or be willing to sit down and do it yourself.


I've designed business systems for 20+ years for both large corporations and small, and now my own business.  Integration is the key - but it MUST be customized to the specific requirements of that business to be successful.   

There are ways to extract orders from CCP and import them into an accounting package.  I've done so with MYOB, but again, it is specific to our business.   Invoicing is done manually, but I'm working on a way to "attach" a PDF invoice generated from our accounting package to the CCP order online so that the customer can see both the original CCP order and the modified invoice for future reference.

I think I've rambled enough.  Hopefully, I've made a little sense.

This is a huge issue for me, as well. I am considering converting my current cart to CCP (now using Miva which sucks for the customer but is so flexible on the backend). I am wondering if the CCP Peachtree export generates a sales order or sales invoice. The Wiki doc doesn't say specifically but it looks to me like a sales order. If that is the case, I can import it into Peachtree and then ship only what I have in stock. Any backorders remain open for a future shipment.

- Sarah