Orders, payment & fulfillment

A web order is a sales order. When a customer checks out on your store, the order lands in the Sales app next to the quotes your team sends by hand, and it moves through the same steps: confirm, deliver, invoice. There is no separate web-orders system to learn.

The flow at a glance

Pick up a new web order

1. Open Sales. Web orders sit in the orders list with everything else.
2. Open the order and check the lines and the delivery address the customer entered at checkout.
3. Confirm the order if it is still a quotation.

Deliver the order

Workspaces with Inventory get a delivery order to process when the sales order confirms:

1. From the sales order, open the delivery.
2. Pick and pack the products.
3. Validate the delivery. Stock levels update.

Receipts & deliveries covers the warehouse side. If your workspace does not use Inventory, fulfill the order the way you ship today.

Invoice and match the payment

1. Open the sales order and create the invoice from it. Create & send invoices walks through the invoice itself.
2. Post the invoice.
3. Match the payment the customer made at checkout against the invoice, so the order, the invoice, and the money agree. Get paid covers matching and follow-up.

Related

• eCommerce overview
• Set up your store
• Receipts & deliveries
• Create & send invoices