Order Automation

[atv....@gmail.com]

I'm looking for hooks for creating an order and approving an order programmatically.  I'm automating a lot of my processes.

[John Frazar]

SEOM is great for this - it's very purpose IMO.  Can you give more details about what you want to do?  Are you aware of Approval Rules?  The approval rules allow you to establish red flags to look for... if the software detects any of your red flags it will keep the order as a pending order... otherwise, it'll charge the card, send an email confirmation, print packing slips, and approve the order (depending how you have it all setup of course). 

[atv....@gmail.com]

I use the manual approval method so I can keep the orders in a "queue" until I've fulfilled them.  After I've processed what I need to I click on "approve" to move them out of my pending queue.  I have external reports that show the orders that I need to work.  I guess I use auto approve them and use a flag in my external process to keep up with which ones need to be filled.

For creating orders, I would like to pass all the order parameters from a custom software into OM to "push" a new order instead of having to go into OM and "pull" an order with the import process.

[atv....@gmail.com]

Is there anything like an API or a function call to push an order into OM instead of pulling with the import orders flow?

[Wayne Herndon]

If you are using the SQL version there are certainly ways to get orders directly into your data base.  Not sure that pull or push should make much difference but basically that is how the shopping cart integrations work.    

Let's see if we can get some more details in front of the developers (not me) who could potentially help with this.  What are you trying to "push" from?  And, why wouldn't a "pull" work just as well?  A pull, for instance could be set up to check for orders every few minutes.

[Kevin Horowski]

If you just wrote orders to Stone Edge then you lose the ability for the Process Orders function to run which does things like approval rules, inventory checking, credit card processing, customer matching etc...

Pulling orders into Stone Edge via an import would be the recommended process.

Is there a specific reason for your intended workflow?

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[Travis Romine]

Wayne, 

You're using the right product here and as Barney said it's great at order automation.

I recommend getting on a screenshare session with a power user or someone at StoneEdge that is great with StoneEdge workflow and the order processing side of things for a training. 

Unless you have a really unique use case, you'll be way happier working within the recommended framework that SEOM provides out of the box. 
I've used a handful of ERP's over the years and StoneEdge has the best workflow of any of them. The workflow is an extremely valuable part of the system.  Feel free to reach out if you get stuck. 

To view this discussion visit https://groups.google.com/d/msgid/stoneedge/CADCO3ACLzFbv%2BY71cgZRB3_BeRO1p_myY1EtOw7X1Bo%3DeifVgQ%40mail.gmail.com.

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-Travis

TRAVIS ROMINE E-COMMERCE CONSULTANT SCHEDULE A CALL LINK 509.474.1465

[atv....@gmail.com]

Thank you for all your input.  Here is a little more detail on my issue.  I have a lot of complex eBay fulfilment scripts that I use outside of OM.  I use OM for point of sale and manual orders and I import the eBay orders with esperanto/generic cart.  I like using OM as the source of truth for keeping track of all types of orders.  But I don't like waiting for eBay orders to become available to import and then having to manually click the import button.  If I want to use the PO number from OM as the order ID to track everything, I'm bottlenecked by the import process.  And if want to build a fancy front end to create orders with modern search features on my available suppliers, I don't want to have to swivel back to OM to create the order.  I can write code or SQL to any kind of interface that is exposed.  I have no need for any approval rules, inventory checking, credit card processing, customer matching on these type of orders.

[Wayne Herndon]

Thanks for that additional detail.  This seems to be your issue:

"I don't like waiting for eBay orders to become available to import and then having to manually click the import button."

You are not the only SEOM user who doesn't like to manually click the import button.  Steve with Tech Copilot has automated this for us (and many, many other SEOM users).  He has put a little script on our server and every few minutes it runs, opens Stone Edge, navigates to the Import Orders section, and pushes that button for us.  It runs 24/7/365 every few minutes.  The orders are then in SEOM when we need them.  Talk to Steve.  He already has the code so I suspect you would be surprised at how reasonably he can solve this problem for you.

Wayne

[atv....@gmail.com]

Thanks!  I just emailed him.

[Clay Norwood]

HI Timothy,

Thanks for the insight.  I could easily get the eBay orders from their API and put them in a database.  But how would OM automatically import them and how often?

 

From: Timothy Levine <tle...@inkpixi.com>
Sent: Friday, June 6, 2025 5:33 PM
To: 'Travis Romine' <tra...@sharpcommerce.com>; 'Kevin Horowski' <khor...@gmail.com>
Cc: 'atv....@gmail.com' <atv....@gmail.com>; 'Stone Edge User Group' <ston...@googlegroups.com>
Subject: RE: [Stone Edge User Group] Re: Order Automation

 

I’d think that the path here would be to get those orders synced into a database on your network and then use the template based import to import them.

 

We had a setup with one of our dropship clients where they would post csv order files on ftp site.  We’d use a batch script and Windows Task Scheduler to pull them down and move them to the right location.  The “right location” was a specific spot where the csv was linked into a Access database.  That Access database was the source of a template based import for one of our carts, that of course got picked up on out automatic import.

 

The result was the csv order files sitting on a client’s ftp site came automatically into StoneEdge.  100% automated.  No user intervention required.

 

Timothy B. Levine
IT Director

InkPixi
111 N. Center St.; Grove City, PA 16127
ph. 724.458.1687 x311
email. tle...@inkpixi.com
url. www.inkpixi.com

 

 

 

To view this discussion visit https://groups.google.com/d/msgid/stoneedge/CAGHY0-MxkNRwT_QELeTC36oJPhHM%3DuWMG-ZhfBtW4aLH_yQkFQ%40mail.gmail.com.

[John Frazar]

No need to talk to a 3rd party for the automated order import.  That's been a built-in function in SEOM for over a decade!  Not sure why you would pay someone else for something you already have.  Here's the documentation on how it works.  Feel free to reach out to the SE support team to get help setting it up.  https://www.stoneedge.com/help/mergedProjects/om7/AutoOrderImportv70.htm

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