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Merchant fulfills new order

The following steps below are typical of how the store operates. Every business is different and your own steps may vary. You can also automate many of these tasks by using the action rules to automatically change statuses immediately after checkout. Please see How to force order and payment status for more information.

  1. Merchant reviews order and updates progress so customers can see that the order is being processed. You can skip this step if your order to fulfillment steps are very quick.

    Order Status = Processing
  2. Merchant verifies payment for fraud and marks payment as completed if received.

    Payment Status = Paid
  3. Merchant runs place order action (e.g. grant security role, execute Web request). This step is not required if the Configuration > Checkout has the Run action on checkout option selected, which automatically runs the action rule during customer checkout. If you're selling vouchers and issuing access rights, you want to issue them now. You can also award loyalty points to your customer at this stage. You may skip this step if you don't normally have any actions to perform. 
  4. If product requires shipping, merchant ships product once paid. In the case of Cash on Delivery (C.O.D), the product may be shipped first before receiving payment. If you have a tracking number from your post office, you may enter it with the order information so that your customers can also view it for their own follow-up. You should capture any authorized payment if not yet done so.

    Shipping Status = Shipped
  5. Merchant completes order. Any downloadable product (virtual goods) will automatically become available when order is marked Completed or payment is Paid.

    Order Status = Completed

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