Add to web orders without full payment
complete
P
Paul
Its hard to describe in the title but, we need a better system in place for when we add items to web orders, as it always marks them fully paid even if you sell a bike on line then add pedals instore it effectively gives the customer them for free as it tenders the whole order fully paid. Although a warning message was added for this issue, it is not satisfactory.
because if one member of staff adds pedals they get the warning but then another member of staff collects the order they do not get the warning and the order would be falsely marked fully paid. the correct solution is to tender only the amount that was paid by the customer on the website,
My suggestion would be to somehow lock the "internet payment" tender field and make read only, or better still pull through the web order as a deposit, this would make the transaction dates correct as-well.
This post was marked as
complete
Suzy Weightman
planned
Hi all,
We've started work on making the changes required so we're validating any pre-populated tender values for eCommerce orders.
We're expecting these changes to be in a release mid-January.
Thanks,
Suzy
B
Ben
Neil McQuillan short of orders automatically taking the deposit when downloading (our perfect way of handling this) this would be the next best step. We are finding it ever more concerning that orders can be edited and no checks are made when tendering an order that the money is actually there. Our accounts team are finding it ever harder to reconcile everything and this is an extra potential for error.
Is there any chance of this making the cut?
Ben Kippax
Merged in a post:
Cant add item to a Web Order
P
Paul
We had issues that any item added to a web order would be marked as fully paid, a warning was added to the transaction over a year ago that highlights the issue, but the underlying issue has still not been resolved, the warning only appears to the person adding the item, this is useless, as it could be a different person tendering the sale later.
Example:
a web click and collect order is pulled through for a bike at a cost of £1000
he then phones up and says "can you add some pedals at a cost of £60 to my order" he will pay on collection, the staff member that adds the pedals gets a message saying "you are adding to a web order"
a day later the customer comes to collect their bike with pedals the cashier tenders the sale and it says all £1060 has been paid. when it should only say £1000 paid and £60 due.
The solution would be that web orders should really pull through as a deposit on the payment date and not pre-populate the tender screen at the collection date. This would also tidy up the transaction dates as the deposits would match the customers payment date
B
Ben
I agree that ideally a deposit should be allocated at the point of the order pulling through. It would be much clearer and actually be better for reconciling our tenders (we could actually easily make sure our PayPal and SagePay payments match each day!)
Our work around for the problem with the end cashier taking correct payments in these sort of scenarios is that if a packer or cashier might come up against something that could go wrong our team adds a line item to the order called "SPECIAL INSTRUCTIONS" which highlights to the person viewing the order that they should look in the comments for instructions on what needs doing.
The underlying issue needs dealing with as you detailed. But thought I would share this in case it helped you at all.
B
Ben
We have these same difficulties. Your latter suggestion would be best for us (i.e. the deposit is automatically taken on the order when it is downloaded). This would also help keep our tender reports more accurate when consolidating with Sagepay and PayPal and also mean our end of year "deposits" are recorded correctly (as this tender needs recording in that financial year but not as a sale).