Orders

Quick Note Field for Orders

The Quick Note field provides Store and Order administrators a field in which notes may be added to an order and displayed on the Order Administration page (Store > Orders).
A couple of  scenarios where other IndieCommerce stores have used this field:

Preorders

As preorders are becoming an increasingly important way in which books are sold and marketed through stores, we’ve compiled a list of the Preorder features we offer.

ALWAYS SHOW THE PREORDER BADGE

The Preorder Badge can be enabled to display automatically for ALL books with a future publication date.

Handling Fraudulent Orders

This session will:

  • Help participants avoid becoming victims of credit card fraud on their websites
  • Highlight certain common fraudulent behaviors and scams
  • Review basic measures for fraud protection

Creating Custom Order Confirmation Emails & Invoices


This live demo will all the configurations and settings to use Custom Order Confirmation Emails & Invoices feature successfully, including:

  • How to create a template
  • Hot to configure the Rules to use the template

 

Abandoned Cart

When a customer adds items to a shopping cart, provides their contact information but does not complete the checkout, that shopping cart is considered as an ‘abandoned cart’. The orders associated with these abandoned carts will be in the ‘In checkout’ status. Your website can be configured to send reminder emails to customers who abandoned their cart.

HIGHLIGHTS OF THIS FEATURE

  • Reminder emails can be sent either after 24 hrs or 48 hrs

Order Processing

This webinar will review IndieLite order processing:

  • Best practices
  • Order processing overview
  • Common pitfalls to avoid

Membership Subscriptions

CREATE A NEW PRODUCT CLASS

Navigate to: Store > Products > Manage Classes

  1. Fill in the ‘Add a Class’ form:
    • Enter the Class ID - Example: subscription services
    • Class Name - Example: Subscription Services
    • Description is optional
  2. Select ‘Save’ at the bottom of the page.  

You have now created the product class.

Authoring information is always set to be displayed on new product classes.

Order View

 
The order view (Store > Orders) by default has the following fields:
 
  1. Search by order number
  2. Filter by status
  3. Apply button
  4. Display of:

Order Processing, Part 2

In this webinar we will discuss:

  • Processing credit card orders...continued
  • Processing PayPal orders
  • Processing giftcard/credit card orders
  • Sending orders to Ingram
  • Handling tax-exempt orders

Tax Exempt

When a customer enters tax exempt information, the tax is removed from the order. While processing the order, store admins can verify the tax-exempt information and if needed add the tax back to the order.

ADD TAX BACK TO AN ORDER

Navigate to: Store > Orders > View Orders

  1. Select the ‘View’ button for the order
  2. Review and verify the tax-exempt information provided by the customer

Order Processing, Part 1

In this webinar we will discuss:

  • Order status and order panes
  • Order logs and order invoices
  • Entering payments and comments to an order
  • Editing an order
  • Creating an order on behalf of a customer
  • Order processing, focusing on pay-at-store and credit card orders

Statuses

Your main page for order review is found by navigating to: Store > Orders. Here you will find a list of all active orders and it is from here that you will process these orders as needed. In this document, we’ll review what each standard order status means, what state that order status belongs to, and how to create custom order statuses of a particular state.

Edit

This documentation was modified on 8/6/2019, with Coupon Adjustments

Orders in a ‘Pending’ or ‘Processing’ state can be altered. You have the ability to alter just about every part of the order.

Navigate to: Store > Orders > View Orders

Cancel / Refund

CANCELING ORDERS

If an order is in a ‘Pending’ or ‘Processing’ state, and an item needs to be removed from the order, or the entire order needs to be canceled, this can be done with store administrator access or order admin access.

Navigate to: Store > Orders > View Orders

  • Remove Specific Items

Payment Options

There are many different ‘Payment Methods’ that can be enabled for your website:

Navigate to: Store > Configuration > Payment Methods

A list of available payment methods and those enabled on your site can be verified on the Store Features page (Store > Configuration > Account information and Preferences > Store Features). If you wish to have a particular payment method enabled on your site, you can send us a request from the Store Features page.
 

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About ABA

The American Booksellers Association, a national not-for-profit trade organization, works with booksellers and industry partners to ensure the success and profitability of independently owned book retailers, and to assist in expanding the community of the book.

Independent bookstores act as community anchors; they serve a unique role in promoting the open exchange of ideas, enriching the cultural life of communities, and creating economically vibrant neighborhoods.

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