eCommerce Pro allows customers to pay for their order online using a credit card. This capability enables both your point of sale customers as well as your on account customers to take advantage of your convenient eCommerce portal.
When an order is placed and paid for by credit card, Inform treats the order as a paid point of sale order.
The following article describes this specific order workflow, including the status of the order through each stage and what steps you'll need to take to process it.
- Your Customer pays for their eCommerce order via a credit card.
- eCommerce Pro pushes the order into eCommerce-Pro
Anyone configured to receive notifications of eCommerce Orders will receive an email in their Inform mail box. To learn how to configure users, see Choose who receives eCommerce order notifications.
You can open that mail, review the details or the order, and then click the Inquire button to open the order in Inform.
- Review the order in Inform
The status of the order depends on whether you have instant post enabled for point of sale orders. To learn what this is, see Post invoices automatically.
- If not instant posting POS orders.
The order opens in Inform as a Point of Sale order with a status of In Billing. Note the Invoice number is assigned.
Click the Final tab. Note the assigned batch, and then print the pick ticket for your warehouse by clicking Worksheet under the Print Options area.
- If instant post is on
If you are instant posting your point of sale orders, then your paid eCommerce order comes into Inform as a completed order. The invoice and payment is posted to Accounts Receivable immediately, and the order is assigned to the correct truck based on the selected ship via.
- If not instant posting POS orders.
- If instant post is not on, you need to post the sale to Accounts Receivable.
Go to Sales > Order > Point of Sale, and post the credit card payment to Accounts Receivable. To learn how, see Post cash sales transactions to A/R.
