Handle web orders
Orders from your online store, and the ones that need you to step in.
What this is for
Orders placed through your Sign OS online store land here, not in your inbox. Each shows who ordered, what, the total and where its payment is up to. A card order that is paid becomes a quote and job by itself; the ones that need you, like an order taken without card payment, wait here for Accept as quote.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
- Your store: address
- The public address of your storefront.
- Received · Customer · Product · Total · Status
- Awaiting payment, Card payment in progress, Card payment failed, Paid — ready to accept, Paid — check the artwork, On account — ready to accept, Quote request, Accepted or Cancelled. A quote request's Total reads Quote wanted.
- Accept as quote · Cancel · View quote →
- Turn an order that is ready into a quote and job; dismiss one; open the quote it became.
- View artwork · OK it, make the job
- On a paid online design waiting for your check: open its print file, then make it a job with the payment and the file attached.
Before you start
- Orders come from your Sign OS online store and from online designers set to Buy it online. WooCommerce orders have their own screen, WooCommerce orders under Settings → Connections. The Your store address opens your Sign OS store once it's switched on.
Step by step
- 1
Open Web orders in the sidebar. Rows show when it was received, the customer, the product and quantity, the total and a status.
- 2
A card order that is paid turns into a quote and job by itself and shows Accepted, with View quote → linking to it. Press Accept as quote only on an order still marked ready to accept, or one taken without card payment once you've sorted payment with the customer.
- 3
A paid online design from a product set to Check every design before it's made shows Paid — check the artwork. Press View artwork, and if it's right press OK it, make the job. If it isn't, contact the customer, or Cancel it and refund them in your Stripe account.
- 4
A product set to Ask for a quote instead of showing a price comes in as a Quote request, with the customer's choices and no payment. Press Accept as quote to turn it into a draft quote, then price it and email it.
- 5
Cancel dismisses an order that will not proceed. A card payment still in progress can only be cancelled, not accepted. Cancelling a paid order doesn't refund it.
Tips & gotchas
- The customer record is created or matched from the order, so a repeat web customer keeps their history.
- An order that used one of your store's discount codes is charged the discounted price. See Give store customers a discount code.