Placing an order in WebShop
Purpose and scope
WebShop has a three step approach to sales order processing.
Step 1: Compile your order
Step 2: Checkout
Step 3: Pay for your order
WebShop has additional features that support sales order processing that you can enable if required.
The purpose of this article is to describe the key steps and additional features that are supported in WebShop, to outline its key benefits, and to provide a step by step guide that allows you to use this feature fully.
Key steps in sales order processing
Compile your order
Within WebShop, your customers can use the following options:
Browse catalogue and use “Add to Cart“ to add products to the Cart
Select products from recent orders and / or Favourites
to quickly create and conveniently create an order.
Checkout
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 Checkout process to quickly place the order into your ERP in real-time.
Place the order into your ERP in real-time.
Enable guests checkout with no account required
Use a One Page checkout
For North America customers, and when you have an active Avalara AvaTax integration, calculate sales tax in real-time
Pay for your order
You can configure your WebShop to have the following payment options available for your customers:
Accept payment against a credit balance
Cash sales for your B2B customers via a payment gateway
Cash sales for your B2C customers via a payment gateway
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:
Verify that an order has been successfully submitted to your ERP in Management Interface. See the orders screen for more details.
Implement an order approval process
Provide access to Order History in your customer’s WebShop dashboard
Add footer text to the confirmation email you send to your customers
Benefits
Key benefits of using sales order processing in WebShop are:
Fast and efficient way of placing orders.
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' order fulfillment process with no need to re-enter order data.
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.
Pricing and stock information are accurate and up-to-date since real-time price calculations are performed immediately prior to placing your order.