With Sales Orders, the warehouse ships the online order
Who is involved
| Role | What they do |
|---|---|
| Shopper | Pays online. |
| Order clerk | Watches the sales order the payment created. |
| Warehouse user | Picks, dispatches and delivers. |
| Accountant | Reviews the invoice Sales Orders drafts. |
Step by step
- Shopper
Pays at the gateway's hosted page.
What they see:The order page says paid.
- Order clerk
Opens Sales Orders and finds the confirmed sales order marked as coming from the online store.
What they see:The same lines and prices as the shop order; stock is reserved.
- Warehouse user
Dispatches the delivery.
What they see:The shop order moves to Shipped with the delivery number as tracking.
- Warehouse user
Marks the order delivered.
What they see:The shop order moves to Delivered.
- Accountant
Reviews and issues the invoice drafted from the delivered order.
What they see:One invoice per order, drafted by Sales Orders and not twice by the shop.
Who is told what
Staff get the New online order message when the order is paid. Shipped and delivered messages exist but ship switched off. The shop's own Ship button refuses and names the sales order.
Related
- Products & Online Store
- Sales Orders & Fulfilment
- Inventory, Purchasing & Warehousing
- Accounting & E-Invoicing
- 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
- A shopper asks for their data to be erased
- Stocked products get stock items, and online orders move stock
- Subscription plans sell products from the catalogue
- Team workflows