EZ Batch
Copyright © 2004, William Weiland
Overview
Display the contents of completed orders. You can select from existing batches or you can enter a delimited list of order numbers to include in the report. You can run a typical batch report with elements like Addendum responses. You can also add in info using the %module|xxxx|xxx% method. By checking or unchecking specific elements in the report you can easily customize the report. You can even create packing slips by leaving off pricing, payment and shipping elements. If you are using the FEDEX online label maker, the EZ Batch will create a flat file which can be imported into the label maker.
Setup
1) In admin, click Add Modules
2) Click the file upload button
3) Browse to find the file on your hard drive and upload
4) Click Add to add it to the domain
5) Then in admin click on Stores
6) Click the image to the left of your store name
7) Click on Utilities
8) Check the box next to the EZ Batch
9) Click Update

Usage
1) In admin, click on Stores
2) Click the image to the left of your store name
3) Click the image to the left of Utilities under your store
4) Click the link to the EZ Batch
5) Configure the report using the checkboxes and select lists

Select a batch from the existing batches in a select list. Alternatively you can enter a string of order numbers separated with a | (pipe) character. If you use the second option, be sure you do not have a batch selected, i.e. select unbatched orders when running specific order numbers. When selecting unbatched, you must enter one or more order numbers in the next input or the report will be blank.

If you check the box to include Store Info, the store address will appear at the beginning of each order entry. This is useful for packing slips if you also select to have a page break between orders.


You can include one or more customer fields in the report. Enter the fields in the order you want them to appear in the report and separate each with a comma.

You can exclude several data elements by checking the applicable boxes. The exclusion options will probably be used when you create packing slips.


You can include data elements which are related to an order. A commonly used module, Addendum, allows the customer to respond to checkout questions like special shipping instructions, gift card messages, etc. The EZ Batch lets you include the customers' responses in the batch report. You can also specify to only include certain responses.

You can include other external module info using the module token in the format %module|xyz|abc%. This feature works with 3rd party modules which correctly formulate the data for return to the calling program.


When printing the EZ Batch report, you may find it useful to have the printer eject between orders so that each order prints on a separate page. Checking this option will cause the page break with most browsers and printers.

When printing the batch report, it will print faster and not use expensive colored ink if you check the box to remove the color bar. It will change the standard batch color bars to black and white. It also will change the color bar in the Addendum responses. It does not change color bars which other external modules create.


You can create an address list flat file for use with label makers and postage calculators.

You can create an orders export similar to the standard orders export in Miva Merchant. However, if you use coupons, discounts, fees, etc, the EZ Batch can include those entries, whereas the standard report does not. Fixing the bug in the standard batch report by including the orders export in EZ Batch was a commonly requested feature.


If you are using encryption in your store, you will have entered a pass phrase as an encryption key. That phrase is store with each order. If you change the phrase, the new key is tied to subsequently placed orders. When you run EZ Batch it checks to see if you used a pass phrase. If you did, it prompts you for each of the pass phrases related to the orders you are running in the report. This could be one or it could be many, depending on how often you change your pass phrase.


When creating a flat file export, you can email it to yourself as an attachment. Like the regular order emails, these emails are non-secure so you need to evaluate the sensitivity of the information in the export file before you use the email feature. No credit card info is in the order export file. You may need to save it to your PC as a dat file, then import into the program using it so that the fields will be properly delimited.