After Products configuration, we move on to the next stage of configuration, i.e, orders. The Orders screen lets you choose which orders you want to download to Unify Enterprise and from what date. It also lets you choose what to do with the orders you haven't selected for download. If you want all the orders to be downloaded and yet only a selected few to be processed, you can mark all orders that you don't want to be processed as ignored.
Note: When you choose an order status for download, you must select yes under the process payment section if you want to use Unify Enterprise to process payments offline. If the order has already been paid for, select 'No, Mark as paid'. The same applies to shipping. If you do not intend to use Unify Enterprise to ship your orders, Select 'No, Mark as shipped'.
Here, you can configure 3 types of settings such as: Order download settings, order processing settings and additional settings.
To configure the order download process
1. Under the Download Settings tab of the Orders screen:
a. Select which type of orders (open, closed and/or cancelled) to download.
b. Under Process Payment?, choose the payment status corresponding to respective order statuses.
Note: The various payment statuses are: Yes, No-Mark as Paid and Yes-Capture only.
c. Under Process Shipping?, choose whether you want to process shipping or mark as shipped corresponding to respective statuses.
d. Choose how to handle orders that haven't been processed by Unify (Select the appropriate option - either Don't Download or Download, but place in Ignore tab).
e. Under Download Range, click from what date & time the order download process should start.
f. Under Download Options, click to select the appropriate checkboxes to choose what data needs to be downloaded (Ex: refund, shipping charges, discounted item price, etc).
g. Click Save & Continue to save the settings, directing you to the Order Processing Settings tab.
2. Under the Order Processing Settings tab:
a. Under Post To Store Settings, define how you want your orders to be posted back to store.
Note: You can choose what status need to be posted, whether order completion mail need to send or what location needs to be set.
b. Under Cancel Order Settings, define how you want your orders, which have been cancelled be posted back to the store.
Note: You can choose what status needs to be posted, whether order cancellation mail needs to send or partial credit memo at QB needs to be created or not.
c. Under Phone Orders, choose from which application, you want to display items as well as customers in Phone Order screen.
d. Lastly, choose whether you want to check the online store for updates and/or want to re-download the orders.
e. Click Save & Continue to save the settings, redirecting you to the Additional Settings tab.
3. Under the Additional Settings tab:
a. From the Select Order Status to Detect Refunds drop down box, click to select the appropriate order status to let Unify detect refunds for such orders.
b. If you do not want Unify to detect refund orders, click the Do Not Detect Refund Orders checkbox.
c. If you want to set other options such as removing # from order number at the time of downloading the orders and/or want to download payment processor fees as a line item, click the appropriate checkboxes.
d. Click Save & Continue to save the settings directing you to the Payment screen.
What's Next :