Sales orders are created for every product or service sold to a customer. They can be created several ways:
- an employee can create an order from a phone call, email or fax
- a customer can place an order on your e-commerce site
- an employee can create one for a retail purchase in your physical store
For e-commerce, a sales order starts the fulfillment process: determining price and tax, collecting payment, sending the order to the correct warehouse location, picking and packing the order, and shipping to the customer’s address.
See Life of a Sales Order for more information.
Customer vs. Guest
When a customer checks out on your website, they have the option of creating or signing into a customer account or checking out as a guest.
For logged in customers, their purchase is added to their order history and stats.
Ordering as a guest allows a customer to quickly place a one-time order with an email address, however, none of the order information is saved to the customer’s account.
Products or product variants added to a sales order are automatically added at the lowest price available. This may be the standard price, the sale price (if activated), a negotiated or group price, or one of the tiered prices.
See Products and Variants for how to set up product pricing.
If a product is taxable, Cohub automatically adds the applicable sales tax. Sales tax is calculated based on the shipping destination or pickup location and customer eligibility. According to the shipping location, Cohub also determines if tax is based on the product price only, or product and shipping combined.
Sales orders must show a shipping method or pickup location. If an order is to be shipped, rates are calculated from your carrier accounts.
Customers can also bill the shipping to their own carrier account (third-party billing). Orders placed with third-party billing show a shipping charge of $0.00.
When a sales order is placed, the system automatically selects the best location to fulfill and ship the order and a shipment is created and sent to the location. The shipment serves as the pick list.
If a sales order is not in review, the shipment will automatically be queued to Pending Shipments, or, to Awaiting Stock if none of your locations have enough stock to fill the order.
Sales order payments can be charged to a credit card, paid at the pickup location, paid using PayPal checkout on your website, or billed to an account.
To bill to an account, the customer’s account must be approved and marked invoice eligible. See Customers for more information.
Each sales order is marked with an order origin based on how the order was placed:
- Ecommerce – order was placed on your website
- Admin – order was created using the Admin Sales Order form
- Retail – order was created using the Retail Sales Order form
- Amazon – order was imported from your Amazon store