Orders: How to Process Orders

Every merchant wants a store that looks great and that shoppers love to visit, but at the end of the day, it’s all about closing sales so you can get paid. Before that can happen, you’ll need to sign up for credit card processing. For more information, go to volusion.com and choose Credit Card Processing from the Services dropdown.

Once you’re ready to accept orders, log in to your Admin Area and go to Settings > Company to set up your order notifications. The primary address is the one listed as the sender on all automated emails your store sends to customers. If you’d like to receive your copies of the order notifications at a different address, click More and use the Send Order Notifications To field. You can also specify a second recipient in the CC Orders To fields.

When you begin receiving orders, go to Orders > Process Orders. If you have more than one pending order, you’ll see a list. Simply click the ID number of the one you’d like to process. If you have only one pending order, you’ll bypass the list view and arrive automatically at the order’s detail page.

First, make sure it’s safe to fulfill the order by checking its Fraud Score. If you haven’t signed up for Fraud Score, click Get Fraud Score to learn more. To accept or reject the authorized payment, locate the Payment Log. By default, the CAPTURE option is selected in the action menu. When you take this step, you’re telling your processing service that you’re ready to accept the money.

If you decide not to fulfill the order due to fraud concerns, select VOID. Click Apply to complete the action. You’ll then see a record of the action in the Payment Log. And that’s it! You’ve done your part to get paid.

Now it’s time to fulfill the order. From the same page, you can print an invoice and a packing slip to include with the shipment, and also a shipping label. For more information, see our video series on Shipping.

When you’re finished, click Complete Order. The order has now been removed from your Pending Orders list, you’ve automatically sent the customer an email notice, and you’re ready to ship the merchandise.

If you have a custom payment gateway setup, a non-standard product type, or special order fulfillment needs, you may need to take different steps. For more information, go to support.volusion.com, search for orders, and select our Orders article.