Novi's Ecommerce module allows you to add products to your website to sell to your members (and non-members too!). Once someone (or some company) has purchased one of your products, you will want to consider what actions should be taken next.
This article covers:
What happens when a product is purchased?
Purchaser sees a successful order confirmation screen.
Purchaser receives a confirmation email.
A notification email is sent to the designated staff email address according to your association settings.
On the backend, a red circle notification will appear -OR- if the notification is already there, it will be updated with the number of orders you have in the Open status.
If the product is set to Requires Fulfillment - the order is added to your Orders page (or the Subscriptions page if the product is a subscription).
Examples of the confirmation email the purchaser receives after the order is received/created:
Example #1 - Virtual Delivery
Example #2 - Physical Delivery
So... what should you do?
Process the Order
Orders that fall into the "Open" status will remain on the main order page until processed. This gives you the time to work on anything else related to the order, such as collecting the logo and advertisement associated with a purchased sponsorship.
Once you have completed the above - to process a single order, click on the Order #. This will open a page with the purchase details and options.
Note, if the invoice for this order has not been paid, it will be noted near the top. You may want to consider leaving this product open until that invoice has been paid.
On the order page, go to the Fulfillment tab to view and edit the Order Status & Tracking information.
Click on the Order Status field and select Fulfilled from the drop-down. This will send the purchaser an email notifying them that their order has been fulfilled.
If applicable, a Tracking Number can be added as well.
Then click Save & Close.
Example of the email the purchaser receives when an admin marks the order as fulfilled:
Fulfill An Order Without Notifying Purchaser
Sometimes, you may need to mark an Ecommerce order as fulfilled (i.e. closed) without sending the purchaser an "Order Fulfilled" email notification.
There are a couple of ways this can be done, depending on whether you are working on a single order or updating multiple orders at once.
(1) Batch Action - On the Orders list, check the boxes next to all orders you want to close, then click "Batch Actions" and select "Bulk Status Change." In the pop-up, change the order status to Fulfilled, toggle "Notify Purchaser" to Yes or No, then click Update.
(2) Single Order - On the Fulfillment tab of the order, change the status to Fulfilled, toggle "Notify Purchaser" to Yes or No, then click Save.
Note: The "Notify Purchaser" option defaults to a Yes value. Be sure to change it to No (if desired) before clicking the Save button.
Canceling an Order
Please note, this will not update QuickBooks Online. You will need to process the invoice/sales receipt cancellation in QuickBooks as well.