Process Online Sales

New online sales (orders) are found in Sales > Sales, with an order status of "New".
- The default Sales list view sorts sales by the date & time they are received with the newest on top.
Online sales are designated in the Sales List with the sale type being "Online sale".

- Click here for more information on the Online Sales List.
Click anywhere within the sale in the list to enter the sale details.
If you check your online sales by navigating to Sales > Website orders, then you are using Legacy Orders.
- Click here for more information on processing an order in legacy orders.

Carefully review the sale and payment for signs of fraud to determine if you'd like to proceed with fulfilling the order.
Click the yellow "Fraud trends" button in the upper right corner to view current fraud trends.
For more information about spotting fraud click here to read our article on Limiting Fraud.

Payments will capture automatically, without any intervention, if "enable manual payment capture" is not selected in your Stripe payment method settings, in which case there is no action to be taken.

If manual capture is enabled, click "Take payment" on the right side of the screen and then click "Capture authorization" in the payment drawer.

If manual payment capture is not enabled then the payment will be captured automatically, and the "Take payment" button will be absent.
Change Sale Status from New to Being Processed, or the appropriate status for your shop.

- If the customer has an account with you, this status change is also visible to the consumer in the sale details section of their account.

When manual payment capture is enabled you'll also have the ability to void the authorization before payment is captured.
- Being able to void the authorization helps reduce credit card fees (from returns) and is another tool to fight fraud.
To void an authorization, click the "Void authorization" icon located next to the authorization amount, and then confirm the action by clicking the "Void" button.

If desired, a pick ticket can be printed by clicking "More Actions" in the upper right corner of the sale details and choosing "Print receipt".

If Order Export is activated, you can export online sales directly from Workstand into your point-of-sale system.

If the ordered items are in stock in your store, take the pick ticket (optional) and retrieve the items.
- Always be prompt about getting items! If you only have one left and you sell it to an in-store customer, your online customer is going to be disappointed.
If the items in the sale need to be ordered from a supplier, make sure to order the items or add them to the next order you submit.
Once you have the items that were ordered in hand, mark the products as Fulfilled within the sale details by clicking the "Fulfill products" button.

For in-store pickup orders, select "Ready for pickup" in the drop-down menu, select the pickup date, and then click "Fulfill products".

- The item will now display as Fulfilled within the sale details with a "Ready for pickup" designation.

- Change the sale status to "Ready for pickup".
For shipped orders, prepare the items and pack them in a box or mailer.
- Select "Ship from retail store" as the Fulfillment option in the drop-down menu.

- Enter the tracking number if you purchased the label outside of our system, or choose "Purchase shipping label for retail fulfilled products" for a seamless experience, and click "Fulfill products".
  - Click here for more information on how to set up integrated shipping labels.

Once the items have been picked up, or delivered to your customer, change the sale status to "Completed".
- Changing the sale status to "completed" will remove it from the default sales list view.
- To view completed sales, adjust the sales list filter to include completed sales.

Prepare online sales for shipping and in-store pickup.