Tool Bar

Utilizing the buttons on the tool bar  you can:

Go back to the previous screen 

Print 

Minimize Tax Account module 

Schedule

Show Schedules

Show Upcoming

Configuration

Selection

Selection > Columns

Single arrows move highlighted column(s) to the other side

Double arrows move ALL columns to the other side

1. Highlight the column name from the Available Columns list 
   
1. click the right single arrow to move it to the Selected Columns list
   
2. To select multiple columns click on the first column desired and press and hold the CTRL button on your keyboard while selecting additional columns
   
1. click the right single arrow to move it to the Selected Columns list
   
3. To move all of the columns from Available Columns to Selected Columns click the right double arrows
   

Selection > Date Filters

1. Order Date - date the order was placed
   
2. System Entry Date - date the order entered OLX
   
3. Payment Date - date payment was made on the order; approved or declined
   
4. Ship/Export Date - date order was shipped or exported
   
5. Hold Date - date on hold until for items in regular hold status
   
6. Auto Date - next ship date of autoship (continuity/subscription)
   
7. Last Item Status Update - date of when the item status changed 
   

1. No Date Filter
   
2. User Selected
   
1. Fiscal Week - the accounting period
   
2. Date Range - day to start looking at data and day to stop looking at data
   
1. Click on calendar  icon for easier selection of date(s) needed
   
3. Last Week (S) - Date Range automatically set
   
4. Last Week (M) - Date Range automatically set
   
5. This Quarter - Date Range automatically set
   
6. Last Year - Date Range automatically set
   
7. This Week (S) - Date Range automatically set
   
8. This Week (M) - Date Range automatically set
   
9. This Month - Date Range automatically set
   
10. This Week To Date (S) - Date Range automatically set
    
11. This Week To Date (M) - Date Range automatically set
    
12. This Month To Date - Date Range automatically set
    
13. Tomorrow - Date Range automatically set
    
14. Now to end of week (S) - Date Range automatically set
    
15. Now to end of week (M) - Date Range automatically set
    
16. Now to end of month - Date Range automatically set
    
17. Now to end of year - Date Range automatically set
    
18. Last Quarter - Date Range automatically set
    
19. This Quarter To Date - Date Range automatically set
    
20. Year to Date - Date Range automatically set
    

Selection > Item Status

Selection > Products

Single arrows move highlighted Product(s) to the other side

Double arrows move ALL  Products to the other side

To select a column to be generated on the report:

1. Highlight the Product name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Products click on the first Product desired and press and hold the CTRL button on your keyboard while selecting additional Products
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Products from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Client

Single arrows move highlighted Client(s) to the other side

Double arrows move ALL  Clients to the other side

To select a column to be generated on the report:

1. Highlight the Client name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Clients click on the first Client desired and press and hold the CTRL button on your keyboard while selecting additional Clients
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Clients from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Campaign

Single arrows move highlighted Campaign(s) to the other side

Double arrows move ALL  Campaigns to the other side

To select a column to be generated on the report:

1. Highlight the Campaign name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Campaigns click on the first Campaigns desired and press and hold the CTRL button on your keyboard while selecting additional Campaigns
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Campaigns from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Script

Single arrows move highlighted Script(s) to the other side

Double arrows move ALL  Scripts to the other side

To select a column to be generated on the report:

1. Highlight the Script name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Scripts click on the first Script desired and press and hold the CTRL button on your keyboard while selecting additional Scripts
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Scripts from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Media/Promo

Single arrows move highlighted Media(s) to the other side

Double arrows move ALL  Media to the other side

To select a column to be generated on the report:

1. Highlight the Media name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Media click on the first Media desired and press and hold the CTRL button on your keyboard while selecting additional Media
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Media from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Employee

Single arrows move highlighted Employee(s) to the other side

Double arrows move ALL  Employee to the other side

To select a column to be generated on the report:

1. Highlight the Employee name from the Available list 
   
1. click the right single arrow to move it to the Selected list
   
2. To select multiple Employee click on the first Employee desired and press and hold the CTRL button on your keyboard while selecting additional Employee
   
1. click the right single arrow to move it to the Selected list
   
3. To move all of the Employee from Available to Selected click the right double arrows
   

To move columns out of the Selected list repeat the steps above and click the left facing arrow(s).

Selection > Other

1. Order #
   
2. Auto Seq#
   
3. Ship Charge Profile
   
4. Location 
   
5. DNIS
   
6. Ship State
   

1. None
   
2. American Express
   
3. Check
   
4. Discover
   
5. Invoice
   
6. Mastercard
   
7. Money Order
   
8. Telecheck
   
9. Visa
   

1. All Autoshipments
   
2. Pending Autoshipments
   
3. Cancelled Autoshipments
   
4. Held Autoshipments
   

Please keep in mind autoshipments that are put on hold do NOT automatically release. They must be manually released for processing to continue.

Delivery

Delivery > FTP - SFTP (SSH) - FTPS (SSL)

1. Delivery Method - select if you will be using FTP, SFTP, or FTPS
   
2. Server Address - IP address of server to send the file to that has been whitelisted by Orderlogix
   
3. Server Port - port on the IP address listed above
   
4. Folder - directory or path for dropping of the files
   
5. User Name - same as is being used on the above listed folder
   
6. Password - same as is being used on the above listed folder
   

You will need to make sure that you have requested a firewall rule be made for any IP address outside of Orderlogix your system needs to communicate with.

Export delivery via sFTP, FTPS or FTP Failing?

Delivery > Email

1. Delivery Method - select Email
   
2. From Address - enter an email that has already been setup in Email Profiles 
   
3. Email Address - enter the email you want the job log to send to
   
4. CC - add any additional emails here
   
5. Subject - enter a subject line to let the recipient know what results they are receiving 
   
6. Message - enter the body of the email here with any additional information you would the recipient to have
   

Encryption

1. Zip - ZIP supports a simple password-based symmetric encryption system.
   
2. PGP - Pretty Good Privacy (PGP) is an encryption program that provides cryptographic privacy and authentication for data communication
   

ZIP

1. Encryption Method - select Zip
   
2. File Name - designated file name
   
3. File Password - this is the same password that must be used when opening the file
   
4. Confirm Password - exact match to entry in File Password field above
   

You'll want to read "Using Zip Encryption & Decryption in OrderLogix" for additional information

PGP

OrderLogix supports both file extensions of: .txt or a .asc for the PGP files.