Learn where all online sales (website orders) can be found and how they are organized.
New Navigation
- The new destination to find online sales (formerly website orders) in your Workstand admin account is Sales > Sales.
NEW OLD
- All current and previous online orders are being migrated to the new sales list.
Sales List
- All online and in-store sales will be found in the same place, Sales > Sales, regardless of whether you use Workstand POS, or not.
- Online sales will be designated by the term "Online sale" in a purple pill.
- At a glance, the Sales list will provide the following information:
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- Sale (sale number)
- Date (sale date) - The date the order was placed.
- Customer (customer name) - Name of the customer who placed the order.
- Type (type of sale) - Online sale, In-store sale, or Work order.
- Payment (payment status) - Paid or Unpaid.
- If manual payment capture is turned on then all online sales will initially display as unpaid and must be captured within the sale details.
- Fulfillment (fulfillment status) - Fulfilled, Unfulfilled, or Partial.
- Status (sale status) - Must be changed manually, the status does not update automatically. Read more about setting up sale statuses.
- Export (export status) - This will be either a box to check to export, the date the sale was exported, or "Unavailable" if the sale isn't exportable.
- Total (sale total) - The total dollar amount of the online sale.
- The Sales List can be sorted by Date, Customer, Export, or Total.
- Click here to learn how to process an online sale.