Order Processing. 1

Transcription

1 Order Processing The Order Process Explained Accessing New Orders The Order Page Printing Orders Taking Payments from Credit Card Orders Credit Card Risks Taking Payments from Direct Deposit Taking Payments From PayPal Order Status Definitions Editing Responses to Orders Inserting Your Logo Into Printed Online Tax Invoice 1

2 The Order Process Explained When an order is placed by a customer several things happen An order is placed in the database A thankyou for your order is sent to the customer An Order notification is ed to you Order Put into Database Order is Placed By Customer Sent to Customer Sent to Business 2

3 The Order Process Explained Where do NEW orders go? If the order has not been paid for it goes into View New If the order has received payment against it from PayPal or credit card verification it is placed in View Pending Shipment 3

4 Accessing New Orders Login Click on Orders View New or View Pending Shipment 4

5 Accessing New Orders All pending or new orders will be listed To access an individual order click on the Order number Various order archiving tool options are available 5

6 The Order Page The Order Page shows Time and date of order Billing and Delivery Address Details Postage Information Payment Information Actions that you can take to process the order. 6

7 Order Page Printing There are several basic print templates Copy of the order Tax Invoice Delivery Docket Credit Card Authority Slip Picking Slip Customised print template are additional 7

8 Taking Payments From Orders Credit Card Payments 1.Manual Processing If payment is by credit card, one option is that you will be able to view the credit card number from the CMS and process in your Eftpos Terminal at your business. Just like a phone order with card not present. 8

9 Taking Payments From Orders Credit Card Payments 2.Payment Gateway If you use a credit card gateway like securepay the card is either (1)automatically processed when the customer submits their order.** (Code 200 = Success) OR (2) You have to click a Verify Credit Card button after viewing order and being happy with it to process the credit card via the orders page in the CMS. You will be able to login to securepay to view a record of successful and failed payments. Login details should have been provided to you.

10 Taking Payments From Orders Credit Card Payments 2.Payment Gateway

11 Taking Payments From Orders Credit Card Payments 2.Payment Gateway

12 Taking Payments From Orders Credit Card Payments 2.Payment Gateway

13 Taking Payments From Orders Credit Card Payments 2.Payment Gateway [Insert image of approved CC transaction and template]

14 Credit Card Risks You have almost no protection with online credit card processing if the transaction is disputed. Disputed transactions will result in money being debited from your account as well as loss of product. You need to be confident in the integrity of the person placing the order High value purchases in fraud risk businesses should always be followed up so that a signature can be obtained prior to handing over goods. There are many simple strategies to apply to make taking credit card payments safe and low risk to you as the business owner. 14

15 Taking Payments From Orders Direct Deposit If order is being paid by Direct Deposit or other methods like cheque then confirm that payment is received before sending goods. These orders will appear in the New Orders area as we have not received the payment for the order Once you receive payment you can move the order to pending shipment or directly to archived if you can ship the goods immediately.

16 Paypal Payments If Order is Paid by Paypal Check Your Paypal account and s for payment confirmation Successful Paypal Paid Orders will appear in the Pending Shipment Category Incomplete or Failed Payments via Paypal orders will appear in New Orders. You will need to chase client for money before fulfilling your order. Paypal has a way to request money again.

17 PayPal Integration See The PayPal integration instructions elsewhere to get PayPal active on your site. Login to CMS Click on Green Help button in CMS area to find list of help manuals

18 GTP Order Status Definitions New Orders: Orders that have been placed but no payment has been received and order is not sent. New Orders Waiting: Orders that have been placed but no payment has been received and order is not sent AND you are waiting on product to arrive to process. Pending Shipment: Orders where payment has been received but the order is not yet sent. Archived Orders are orders that you have finished with. They have been paid for and sent. Standing Orders: Used to create fixed prices for customers on some products. Requires client login. Coding is additional Trashed Orders: Orders that have been cancelled. Problem Orders: A status set by you to indicate an order that you are having problems with Failed Orders: Orders where the credit card failed to process successfully. 18

19 Order Responses Order s are sent in text only format You can customise some of the order text sent to your customers Edit by clicking on Orders Responses. 19

20 Editing Templates

21 Editing Templates

22 Key Order- Responses Purchase: This content is sent immediately when an order is placed Process: This is sent when an order is manually processed as a 2 nd Success: Relevant only if credit card verification active. sent if credit card manually verified successfully Failed: Relevant only if credit card verification active. sent if credit card manually verified but it fails. 22

23 Orders Section Video Links The below video gives a good overview of the order processing section Comprehensive.htm 23

24 Inserting Your Logo Into Printed Online Tax Invoice Prepare your logo to around 110 pixels wide or110 pixels high as a.jpg format Click on Images Tab Click on Invoice Images Invoice Header Browse and upload image See video demonstration

25 That Concludes the Order Processing Training Tasks to complete 1. Place an order yourself on your web site 2. Check the customer notification and edit the messages if necessary 3. Login and process your order as if you were a real customer 25

26 Support s Send Support s to Phone: Note: please leave a message to call back as we use an external answering service for much of the day so our software engineers can get on with their complex coding.