Sales Orders are how you capture revenue from your online store. Every sales order has a customer, a product that was purchased, and the credit card transactions confirming payment for the order.
Sales orders are created from different sources including,
- from an Order Form
- from your web store
- from an external web store that you've integrated with Maropost for Commerce
View a Sales Order
You can view your sales orders by selecting the Orders menu item from the Main Menu. To view an individual sales order, first open the Action menu by clicking the three vertical dots on the right side of the Orders index screen. Then, click the View icon.
Line Items
This section shows each line item that was purchased on this sales order. Click the Details icon to view the specific details of each line item.
Transactions
This section shows each transaction processed through the payment gateway you've configured for your account. Click the Details icon to view the specific details of a transaction.
If a transaction was successful, you can either void the transaction or issue a refund against that transaction. Typically, you will void a transaction before it has been settled by your merchant bank. If a transaction charging your customer's credit card has already been settled, then you will issue a refund against it. When issuing a refund, you can either issue credit in part or in full.
Consult your merchant bank for more clarification when to void and when to refund a transaction.
The Transactions section also lets you manually add a new charge to the customer's credit card for the sales order. Click the [+] icon on the right side of the Transactions section to open a new transactions screen. Enter the payment information and click the [Create Transaction] button.
You can also add a transaction to a sales order directly from the Orders index page. Click the three vertical dots displayed to the right of the sales order to display the Action menu. Then, click the + icon to add the transaction.
Create a Sales Order
You can create a sales order directly from the user interface. An example of this scenario is a customer service representative taking an order over the phone for a customer.
To create a new sales order, click the [+New Order] button on the Orders index page.
Billing Address
The customer's email address is a required field. The email address will be used to determine if a customer record already exists. If the email address is not used by any existing customer, then a new customer record will be created.
NOTE: It is common that a customer may have more than one email address. Even if the customer is the same person, if two different email addresses are provided, then two different customer records will be created.
Shipping Address
After filling in the billing address, click the Same as Billing Address check box to copy over the same data into the Shipping Address fields. You can then change what is entered into any field.
Order Details
This section on the screen is where you add each product being purchased and the quantity of each product.
Step One: Click inside the product selector field and start typing. The list of products from your catalog will auto-filter with each key stroke.
Step Two: After you've selected the product, click the [Browse Variants] button to view a list of all product SKUs available for this product. Check the ones you want to add to the order. Notice that you cannot add any product that is out of stock. Each SKU you check will be added as a separate line item to the sales order.
Step Three: Click inside the Quantity field to change the quantity of the product being purchased.
Repeat Steps One through Three for each product being purchased on the sales order.
Payment
Select the payment gateway you've configured for your account that you will be processing the transaction through.
Card Details
Enter your customer's credit card details. Enter the customer's credit card CVV number only if your merchant account requires it. Maropost for Commerce does not store the CVV; it only passes it through to the payment gateway.
Edit a Sales Order
You can directly edit a sales order from the Orders index page. Open the Action menu by clicking the three vertical dots on the right side of the order you wish to edit. Then, click the Edit icon.
You can also edit a sales order when viewing it. Simply click the Edit icon located at the top right corner of the page.
