Purpose and scope
Follow these steps to place an order in WebShop.
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Step 1: Compile your order
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Step 2: Checkout
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Step 3: Pay for your order
WebShop has additional features that support sales order processing that you can enable if required.
This article describes the key steps of our standard checkout process. It lists the additional features that are supported in WebShop. It outlines its key benefits and provides a step-by-step guide that allows you to use this feature fully.
Key steps in sales order processing
Within WebShop, your customers can use the following options:
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Browse the catalog and use “Add to Cart“ to add products to the Cart
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Select products from recent orders and/or Favourites
to quickly create and conveniently create an order.
To see specific ERP mappings, select your ERP from the drop-down box in the top menu.
Once the order has been compiled, Once the order is compiled, your customers follows the standard checkout process to quickly place the order into your ERP in real-time.
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Place the order into your ERP in real-time.
When your ERP is Intact iQ, a sales order is created which is linked to an existing Customer. The sales order contains a customer ref, line items, internal instructions, delivery agent / service and other relevant details.
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Enable guests checkout with no account required
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Use a One Page checkout
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For North America customers, and when you have an active Avalara AvaTax integration, calculate sales tax in real-time
You can configure your WebShop to have the following payment options available for your customers:
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Accept payment against a credit balance
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Cash sales for your B2B customers via a payment gateway
When your ERP is Intact iQ, a sales order, invoice and payment confirmation is created for the full value of the sale.
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Cash sales for your B2C customers via a payment gateway
When your ERP is Intact iQ,a sales order, invoice and payment confirmation is created for the full value of the sale.
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Workflow that allows your B2B customers to pay some or all of the balance on their account
Click here to read a step by step guide.
Additional features that support sales order processing
An automatic email is sent to your customers once they have placed an order. Additionally, you can:
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Verify that an order has been successfully submitted to your ERP in the Management Interface. See the orders screen for more details.
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Implement an order approval process
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Provide access to Order History in your customer’s WebShop dashboard
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Add footer text to the confirmation email you send to your customers
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Use Order Types to manage how your sales order is processed when it reaches your ERP.
Benefits
Key benefits of using sales order processing in WebShop are:
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A fast and efficient way of placing orders.
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Reduces potential errors in placing orders because the order you place goes directly to your ERP with the appropriate status. Once the order has been placed in your ERP, it follows your business's standard order fulfillment process, eliminating the need to re-enter order data.
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Easy to compile an order - search or browse the catalogue, use Quick Search or Order Lists, upload a spreadsheet containing product details, select from your Favourites or recent orders.
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Pricing and stock information are accurate and up-to-date since real-time price calculations are performed immediately prior to placing your order.