Unless otherwise noted, all actions described in this article take place on theOrders > Manage Orderspage in the AspDotNetStorefront admin console. These are the basic tasks necessary for handling orders once they have been placed on the site.
Are you spending hours processing your online orders? T-HUB is an easy-to-use multi-channel Order Manager solution to help integrate your e-commerce stores with Quickbooks and shipping services. If you are an e-commerce merchant selling on one or more websites and use Quickbooks to manage your operations, T-HUB will streamline your operations and save you lots of time to focus on growing your business.
Depending on thepayment methods you accept and yourtransaction mode, it may be necessary to take manual steps to collect payment on new orders. The steps are described below:
Automated Payment Methods
If using one of the supported payment gateways, or any method ofPayPal alternate checkout, collecting payment is as simple as clicking the Capture button on a new order. The software will call the gateway and instruct it to transfer the authorized amount from the customer's account.
Check or Purchase Order
For orders which are paid by check or purchase order, the majority of order processing must be handled outside of the software. Customers will be emailed a receipt with their order total, but there is usually going to be extra paperwork required to contact them, inform them of where to send payment, etc. AspDotNetStorefront does not handle any of that, it should be done manually or through your accounting package. Once payment has been received, click the Capture button on the order to indicate that.
If you are usingFedEx Shipping Manager,ShipWire, orany other supported label software, the shipping for orders is handled in bulk, through other pages of the admin console. Otherwise, each order needs to have the shipping information added manually to the Delivery Details section of the Order page.
MARK AS SHIPPED - Once the carrier, tracking number, and shipping date are filled in, clicking the Mark As Shipped button sends the customer an email with their shipping information. The notification look/feel can be modified by editing the xml package 'notification.shipped.xml.config'. You can also have an alert displayed that the customer may be emailed when this is clicked, if the setting: SendShippedEmailToCustomer is true.
SEND TRACKING NUMBER - If the tracking number is not available or hasn't been added when the Mark As Shipped button is clicked an admin can add it at a later time. To send a tracking number once an order has been marked as shipped click Send Tracking Number and the updated notification will be sent to the customer email address.
Note: Options in this section can change depending upon order status, your shipping settings and carriers available but general functionality shouldn't change.
Ad-hoc transactions allow you to make partial refunds, or add to the cost of an order. The option is only available if the order's TransactionState is Captured, and the option appears in the Order Processing Actions dropdown menu.
To perform a transaction, select Create Ad-Hoc Charge / Refund from the Order Processing Actions dropdown within the Payment Details section on the Order page, and click the Submit button, then fill in the required fields on the window that opens (your screen may look slightly different depending on your gateway and the type of transaction):
These are the 4 options for canceling an order, these are available from the Order Processing Actions dropdown in the Payment Details section on the Order page:
Void - Only orders that have not been captured (in AUTHORIZED or PENDING state) may be voided. If the payment method went through a live gateway, the software notifies the gateway to cancel the transaction. Inventory values are also returned to the products. An email is sent to the customer notifying them that their order has been cancelled.
Mark as Voided - This allows PENDING orders to be voided, and other circumstances where VOID is not valid or desired. It can be accessed from the admin console in the Order page. The Mark as Voided button ignores the payment method of the order and does not contact the gateway. The order is marked as voided within the software only! Once an order is marked as voided, the Transaction State will be "FORCE VOIDED". The Voided On date will also be populated. The Void, Mark as Voided, Refund and Mark as Refunded buttons will no longer be visible. And it unwinds the transaction at the same time restores the inventory. An email is NOT sent to the customer notifying them that their order has been cancelled.
Refund - Refunds are used on orders that have been CAPTURED. The payment gateway is notified to reverse the charges (if applicable). Inventory values are also returned to the products. An email is sent to the customer notifying them that their order has been refunded.
Mark as Refunded - This button is only to be used if neither of the 2 options above will work (there are legitimate reasons which can be explained by your gateway provider). The Mark as Refunded button ignores the payment method of the order and does not contact the gateway. The order is marked as refunded within the AspDotNetStorefront software only! If a payment gateway or other accounting package was used, the refund will need to be handled there separately. This is often used for 'paper' payment methods such as checks and purchase orders. Inventory values are also returned to the products. An email is NOT sent to the customer notifying them that their order has been refunded.
There are a few other options potentially available from the Order Processing Actions dropdown in the Payment Details section on the Order page:
Adjust Order Total - Only orders that have not been captured (in AUTHORIZED state) may be adjusted. If the payment method went through a live gateway, the software notifies the gateway of the captured order total. Some payment gateways may not allow Captured values higher than the Authorized value or may incur penalties and/or fees. Please check with your payment gateway concerning their regulations. An Email is NOT sent to the customer notifying them of the order change.
Mark as Fraud - This marks the order as FRAUD and places it in the fraud queue (Orders - Manage Orders - Fraudulent Transactions). The orders marked as fraud may be reviewed and if found not to be fraudulent, can be reset to valid using the "Clear Fraud Flag" option in the Order Processing Actions dropdown in the Payment Details section on the order. You may also need to clear the fraud flag in order to further take action on the order such as VOIDing it if desired. Marking orders as Fraud is just a flag in order for administrators to review the orders for validity. No messages are sent out and gateways are not notified. No inventory is adjusted.
NOTE: In order for the Mark as Fraud option to be available in the dropdown list, the order must: