Web order best practice includes holding web orders when they are received

Overview

You often have to substitute products on web orders.  It is important the web orders go to a workflow status of on hold when they are received into your system.  Then someone has to change the web order to Ready before it will be released by automatic warehousing.  Failure to implement this procedure will result in stress to customers and your staff, as goods will be shipped or back orders before the required substitutions can be made to the web order.

Holding web orders when they are received

The workflow status of all web orders goes to hold when they are received.  If you are using automatic warehousing, you should ask to have your automatic warehousing settings adjusted to ignore web orders that have a workflow status of on hold.

You need to assign one or more team members to check sale web orders that are on hold.  They need to make sure any required substitutions are completed on the sale order.  Then they need to change the workflow status on the sale order to "Ready".  Automatic warehousing will then release the sale order.

Some other web order best practice procedures include the following options and settings:

• Auto charge for min $50 order.
• Show or hide pricing without login.  Implications on both.
• Payment method if other than ‘pay by account’: Eway or PayPal.
• SPECIAL item and Substitute.
• System Settings & defaults available for SALWEB import.

What to do:

• Workflow status + supply type change
• Substitute / populate anything that is SPECIAL.
• Check for freight or coupon codes.