Reference Guide

Utilities

Template Based Batch Reports

By default, Miva Merchant has two template based batch reports:

• The Printable Invoice appears in the:
  > Order Processing > Orders tab > Run Batch Report dialog box

• The Shipment Picklist appears in the:

  > Order Processing > Shipments > Run Batch Report dialog box

You can also create your own batch reports for either managing orders or shipments.

To Enable the Default Reports

1. Go to > Utilities > Add/Remove Modules tab.
2. Select the Available Modules section.
3. Under Template Based Batch Reports, click Install.
4. You can now run the default reports.

To Run the Default Reports

• Printable Invoice:

1. Go to > Order Processing > Orders tab.
2. Select a batch, or select one or more orders.
3. Click the Batch Report button.

• Shipment Picklist:

1. Go to > Order Processing > Shipments tab.
2. Select a batch, or select one or more shipments.
3. Click the Batch Report button.

To Edit a Template Based Batch Report

You should already have followed the steps to enable the default reports. There are two ways to edit the default reports (Shipment Picklist and Printable Invoice):

• Method 1 - Utilities Screen

Go to > Utilities > Template Based Batch Reports tab.

• Method 2 - Pages Screen

1. Go to > User Interface > Pages tab.
2. Edit one of the pages that is associated with a default report:
• ORDER_INVOICE (Printable Invoice)
• SHIPMENT_PICKLIST

To Create a New Template Based Batch Report

You should already have followed the steps to enable the default reports.

Creating a new template based batch report is a two-step process. First you create an empty report, which is easy; then you add the template code that will cause the report to gather and process the information that you want. This may require a significant knowledge of Miva Merchant template code.

1. Go to > Utilities > Template Based Batch Reports tab.
2. In the Template Based Batch Reports tab, click the Add Report button .
3. In the Add Batch Report dialog box, enter a:
• Type: Select either Order or Shipping.

• If you select Order, your report will appear under:

  > Order Processing > Orders tab > (Select an order) > (click Batch Report button)

• If you select Shipping, your report will show up in the batch report dialog box under:

  > Order Processing > Shipments tab > (Select an order) > (click Batch Report button)

• Code: The code uniquely identifies the report in the database.
• Name: The name of the report will appear in the admin interface.
4. Click the Add button.

To Delete a Template Based Batch Report

1. Go to > Utilities > Template Based Batch Reports tab.
2. Select the report that you want to delete.
3. Click the Delete button to permanently delete the report.