Process Online Sales

Before You Begin

• 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 "Online sale" purple pill. 

• • Click here for more information on the Online Sales List.
• Click anywhere within the sale in the list to enter the sale details.

Review for Fraud

• Carefully review the sale and payment for signs of fraud to determine if you'd like to proceed with fulfilling the order.
• For more information about spotting fraud click here to read our article on Limiting Fraud.

Capture Payment

• Capture the payment within the sale details if manual capture is enabled, by clicking the "Capture" button at the bottom of the sale.

• • Confirm you want to capture the payment in the confirmation pop-up.

• If automatic payment capture is enabled, confirm the payment is marked as Captured.
• 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. 

Print Pick Ticket (optional)

• 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".

• This pick ticket should follow the order from beginning to end. 

Fulfill Products

• If the ordered items are in stock in your store, take the pick ticket 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, change the quantity and select "Pickup in-store" as the Fulfillment option.

• • Select a date the item(s) will be ready for pickup, a pickup time if desired, and click "Fulfill items".

• • The item will now display as Fulfilled within the sale details with a "Ready for pickup" designation and an email will be sent to the consumer.

• • Change the sale status to "Ready for pickup". 
• For shipped orders, pack up the items and attach a shipping label to the box.  
  • Change the quantity and select "Ship from retail store" as the Fulfillment option.

• • Enter the tracking number, select the carrier from the drop-down menu, and click "Fulfill items".

• • The item will now display as Fulfilled within the sale details with a "Shipped with tracking number XXXXXX" designation.

Complete the Sale

• 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.