A paid online order is fulfilled as a sales order, and its status comes back
What moves
A paid online order creates a confirmed sales order with its product lines and Inventory reserves stock; when the warehouse dispatches or delivers, the online order moves to shipped or delivered with the delivery number as tracking, and a cancellation is mirrored too.
Before you start
- Products & Online Store and Sales Orders in your plan
- The online order was paid or promised on delivery
- Create orders from online orders switched on (default)
Step by step
- ShopperProducts & Online Store
Pays at checkout.
You see:The order is confirmed once.
Creates a confirmed sales order with the same lines, variants, prices net of tax and tax, once only.
You see:A sales order appears marked as coming from the online store; stock is reserved.
- Warehouse userSales Orders & Fulfilment
Dispatches the delivery.
You see:The online order moves to Shipped and keeps the delivery number.
- Warehouse userSales Orders & Fulfilment
Marks the order delivered.
You see:The online order moves to Delivered and the shopper's page says so.
- SystemProducts & Online Store
If the sales order is cancelled after payment, marks the online order cancelled with the reason Cancelled in Sales Orders.
You see:Nobody packs it. Cancelling there returns no money and sends no alert, so someone who may refund gives the shopper's money back from the online order.
Related
- Products & Online Store
- Sales Orders & Fulfilment
- A paid online subscription order becomes a draft subscription
- Notes and history on products, orders, stores and price lists
- Online store orders reach the books
- A price the catalogue manager changes shows up on the seller's next quote
- A refund is given by one person, seen by others and booked by the accountant
- Connections between modules