Overview

Transferring Orders

Step 1 - NRO and ADT

Step 2 - Import into CounterPoint

Correcting Errors

Processing Orders

Processing Credit Cards

Order Status Emails

Tracking Numbers

Publishing Orders

Overview

NCR Retail Online (NRO) works with Counterpoint so you can maintain your inventory records and process orders from one system.

NRO automates the process of exporting orders from NRO and importing them into Counterpoint. Once NRO orders are imported into Counterpoint, they are no different from standard Counterpoint orders.

Transferring Orders

Step 1 - NRO and ADT

NCR Ret ail Online: Automated

• filename.txt - The integration agent has not started processing the file yet.
• filename.processing - The integration agent has started processing the file, but it has not completed.
• filename.completed - The integration agent has completed uploading the file into NCR Retail Online.
• filename.failed - The file failed to import into NCR Retail Online.
• filename.log - This is a log file of your publish/exports.
  

TIP:

To learn how to set up Automated Data Transfer, read this article and its related articles:
http://help.ncrretailonline.com/article/scheduling-an-automated-data-transfer-task.html

Correcting Errors

Counterpoint: System / Views / Events

You can configure your ADT scheduled task to alert you when an ecommerce import occurs. The alert will let you know whether or not errors were encountered, during import. To identify the cause of the Counterpoint import errors, select System / Views / Events and locate the Ecommerce Import log that corresponds with the Ecommerce Import event. The event log is a summary of the data you have imported (or attempted to import), along with any accompanying error messages.

Make any necessary changes to correct the error. For example, in the sample event below, an error occurred because the correct ship-via code was not on file in Counterpoint. Add the ship-via code in Counterpoint to correct the error.

TIP: The NRO Knowledge Base contains instructions for correcting most import errors. Search for the error message you got from Counterpoint, or refer to the Troubleshooting category for a list of all of our troubleshooting articles.

Once the error or errors have been corrected, find the file named exactly CPOLTOCP.ERR. Rename the file back to CPOLTOCP.txt, and manually attempt to import the order file again ( Ecommerce / Import ).

Processing Orders

Once NRO orders are imported into Counterpoint, you can process them just like any other order. Refer to the Counterpoint Library for more information on processing orders, or you can request training from your Counterpoint partner.

Processing Credit Cards

Order Status Emails

NCR Retail Online: System / Configuration / Sales section / Sales Email tab / Order panel

NRO can automatically send an order status email to each customer for every step of the order process: when the order is accepted, changed, placed on hold, back ordered, shipped or cancelled.

Select System / Configuration / Sales section / Sales Email tab / Order panel to enable or disable status emails.

Tracking Numbers

Commercial shipping companies such as UPS and FedEx assign a tracking number to each package. You can enter or import these tracking numbers into Counterpoint to help you track shipments.

You can publish these tracking numbers to NRO. When shoppers visit the Order Detail page on your site, they can view their USPS, UPS, or FedEx tracking numbers along with a link to the shipper's website so they can easily track their packages.

Tracking numbers assigned to released tickets for NRO orders can be published to your NRO store. This feature allows your online shoppers to obtain tracking numbers for their orders, which they can use to check the progress of each shipment.

You can enter tracking numbers for each order using any of the following menu selections:

• Counterpoint: Point of Sale / Tickets / Ticket Entry
• Counterpoint: Point of Sale / Tickets / Touchscreen Ticket Entry
• Counterpoint: Point of Sale / Tracking Numbers / Enter
• Counterpoint: Point of Sale / Tracking Numbers / Import (import package tracking numbers from Comma Separated Value ( .csv ) files, such as those generated by StarShip, WorldShip, or package-tracking software)

TIP: You cannot publish package tracking numbers for posted tickets or closed orders.

Entering Package Tracking Numbers

Counterpoint: Point of Sale / Tickets / Ticket Entry or Point of Sale / Tracking Numbers / Enter

To record tracking numbers while you are entering (or editing) a ticket (Point of Sale / Tickets / Ticket Entry), select the Tracking numbers command from the Ticket menu. Or, if using touchscreen ticket entry (Point of Sale / Tickets / Touchscreen Ticket Entry), touch the Enter package tracking numbers button.

You can also enter tracking numbers by using Point of Sale / Tracking numbers / Enter .

Importing Package Tracking Numbers

Counterpoint: Point of Sale / Tracking Numbers / Import

To import tracking numbers from an externally-generated .csv file, select Point of Sale / Tracking Numbers / Import and then specify the name of the .csv file.

Publishing Orders

Counterpoint: Ecommerce / Publish

You can publish information about the status of NRO orders as the orders are imported and processed. You can also automatically notify online shoppers by email when their orders are shipped, changed, back ordered, or cancelled.

• The order was accepted (i.e., imported into Counterpoint)
• One or more items on the order were shipped
• The order was cancelled
• One or more items on the order were placed on back order
• The order was modified