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 Set Order Status or payment provider
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pdraper
Advanced Member

New Zealand
160 Posts

Pre-sales questions only
(More Details...)

Posted - 07/21/2018 :  21:58:35  
So I have setup an email2 payment provider which is a proforma. How do I set it to show as awaiting payment. Goes straight to Payment Received

Paul

dbdave
ECT Moderator

USA
10243 Posts

Posted - 07/21/2018 :  23:06:37  
What I did when I setup my store many years ago, was to change that "payment received" status to "new order" and process all orders from there.
Then we have an awaiting payment status where we move orders that are on hold.
We have a status named "authorized" where we move orders that have the payment, and we have done the initial processing.

There is no feature to change what status orders go to when submitted. They all go to Status #3, but again, you can rename that anything you like.

Edited by - dbdave on 07/21/2018 23:08:51

pdraper
Advanced Member

New Zealand
160 Posts

Pre-sales questions only
(More Details...)

Posted - 07/21/2018 :  23:56:17  
Thanks Dave,

But what about orders that actually receive payment from paypal or credit card?

Paul

Andy
ECT Moderator

95440 Posts

Posted - 07/22/2018 :  00:05:54  
I think what Dave is suggesting is to have Status 3 to show as New Order for all payments. Then change the status when an email order comes in to Awaiting Payment. You can't initially have different order status types for different payment methods.

Andy

Please feel free to review / rate our software

dbdave
ECT Moderator

USA
10243 Posts

Posted - 07/22/2018 :  07:49:44  
quote:
But what about orders that actually receive payment from paypal or credit card?


Right, we have status #4 set to "authorized" and once we confirm the payment and all looks well with the order, we print our copies for the warehouse and move the order to authorized.

If the order was not paid, we would move it to "awaiting payment" status that we have created.

pdraper
Advanced Member

New Zealand
160 Posts

Pre-sales questions only
(More Details...)

Posted - 07/22/2018 :  12:49:26  
Wow thats quite a manual process acceptable for the small site only getting 1 or 2 orders a day I guess. Unworkable for high level zero touch ordering

Another one for the suggestions I guess and until then I need to go break the code and make this work

Paul

dbdave
ECT Moderator

USA
10243 Posts

Posted - 07/22/2018 :  14:46:19  
quote:
Wow that's quite a manual process acceptable for the small site only getting 1 or 2 orders a day I guess. Unworkable for high level zero touch ordering


Not really. I saw your suggestion there in the suggestion forum.
Allowing customers to submit orders without payment, by nature, is NOT high level "zero touch" ordering.
If you leave the order at order status 2, the customer can make changes to the order. I don't think you want that.

The way we have it, all orders come into status 3, as they should, then we acknowledge and handle accordingly.
If the order sits in unauthorized (status 2) you may never see it unless you "manually" look them up.
With my way, nothing slips by us.

btw - We process over 2000 orders a month, with annual sales deep into 7 figures.
I have a fairly good grasp of how to make the cart work for us.
In the end, I also realize everyone's needs may be different, so my post is just a suggestion on how to deal with your issue. No harm if it doesn't work for you.

pdraper
Advanced Member

New Zealand
160 Posts

Pre-sales questions only
(More Details...)

Posted - 07/22/2018 :  14:53:40  
Hey Dave,

No all thoughts and the way people are dealing with it are appreciated.

So in my situation we have people that want a proforma invoice and we have On account. The proforma we need to wait for the payment into account and the On account we check if there is enough credit limit (soon to be automated). Credit cards are auto authed and thus manual intervention is not required and the order is pushed straight to warehouse for picking and shipping.

So hopefully this shows the need for awaiting payment or payment received.

Understand your way of working to, but just trying to reduce the amount of work as when I have the MYOB integration working both directions things like the bank payment received will update the order to payment received etc.

Paul

pdraper
Advanced Member

New Zealand
160 Posts

Pre-sales questions only
(More Details...)

Posted - 07/22/2018 :  14:58:15  
If you leave the order at order status 2, the customer can make changes to the order. I don't think you want that.

Ah yes forgot about this point as well. Thanks for bringing this to my attention.

Maybe its a case of accepted but waiting for payment then. But therefore would still need the ability to choose a order status option

Paul
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