A shopper orders and the shop packs, ships and delivers it

Products & Online Store Notification Centre Accounting & E-Invoicing

Who is involved

Role	What they do
Shopper	Orders on the website.
Catalogue manager	Works the order book: confirms payment, ships and delivers.
Accountant	Reviews the draft invoice.

Step by step

Shopper
Checks out with cash on delivery (or bank transfer).
What they see:An order number such as W-00001 and a private link to the order page.
Catalogue manager
Receives the New online order message for a cash-on-delivery order and opens it; it sits under To ship and under Cash to collect. A bank-transfer order sits under Awaiting payment.
What they see:Lines, address and a payment timeline.
Catalogue manager
For a bank transfer, marks the order paid once the money has cleared.
What they see:The order is confirmed, moves to To ship and the New online order message goes out.
Catalogue manager
Records shipped with carrier and tracking number.
What they see:The order moves to On the way.
Shopper
Opens the order link.
What they see:Status and tracking are shown.
Catalogue manager
Records delivered, and marks a cash-on-delivery order paid when the cash is collected.
What they see:The order moves to Completed and leaves Cash to collect once marked paid.
Accountant
Opens the draft invoice Accounting made from the order (when Sales Orders is not in the plan).
What they see:A draft invoice with the order's lines, tax and shipping, ready to review and issue.

Who is told what

People who may work orders get an in-app message and an e-mail when an order is paid, or accepted for payment on delivery. Shipped and delivered messages exist but ship switched off.

A shopper orders and the shop packs, ships and delivers it

Who is involved

Step by step

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