How to Process Online Orders

This article provides a guide on locating and processing online orders using the Flawless POS system. Follow these steps to ensure smooth handling of online transactions.

Feel free to also view our video tutorial where we showcase all the steps below:
Processing Online Orders

Step 1: Access the Online Orders Module

1. Open the left navigation menu.

2. Select the Sale module.
   
    

3. Click on Process Online Order.
   
   

• This will display a list of all pending online orders.
  
  
  
  
  

Step 2: Start Processing an Order

1. Locate the order you want to process and click the Process Now button on the right. For this example, we’ll be processing the first order at the top of the list made by the customer named Peter.
   
   
   
   
   

Step 3: Choose the Fulfillment Method

1. In the Process Online Sale section, select how you wish to fulfill the order:

   • Special Order: Requires allocation to a created sales order afterward.

   • In Stock: Allocates items from your current stock (only visible if the item is in stock).

   • Unable to Fulfill: Notifies the customer if the item cannot be fulfilled.

2. Once you’ve selected an option, press Next.
   
   
   
   
   

Step 4: Review and Send Customer Notification

1. Review the email message that will be sent to the customer upon order processing.

   • You may edit the email content if needed.

2. When satisfied, click Continue & Send Notification.
   
   

Note: You may also be able to send the order without any notification by clicking on the three-dotted button located at the right side of the Continue & Send Notification button.

Step 5: Proceed with Checkout

1. After sending out the notification, you will be redirected back to the Sale Module.

2. Proceed with the usual Checkout.
   
   
   

3. When a customer places an online order, the amount isn’t immediately charged, it’s only authorized. This means the funds are reserved, but the payment isn’t finalized until the order is processed in the POS. It is also possible to modify the funds that are being captured in the event that you have one or more items that are not available, but you still have a partial payment due for items that are available.. In this section, you will be able to do the following:
   
   Capture Transaction - This finalizes the payment. It's important to note that you must capture the funds to proceed with submitting the sale. Without capturing the funds, the sale cannot be finalized..
   Void Authorization - This is used to void the payment authorization.
   Collect Payment Signature -Collect the signature using the current device or a phone.

4. Once you've captured the transaction, a green window would pop up at the top of the page indicating that the payment was successfully captured.
   
   

5. Submit the Sale to complete the process for the Online Order.
   
   
   

Troubleshooting

For any issues encountered while processing online orders, refer to the Flawless POS support team.