Knowledgebase : Orders
Merchants on the Shift4Shop End-to-End Ecommerce Plan now have access to a new Fraud Prevention tool provided through KOUNT [https://kount.com/]; which offers industry-leading protection for the entire customer journey - from account creation and log...
To cancel an order on your store: * Log into your Shift4Shop Online Store Manager * Using the left-hand navigation menu, go to ORDERS >MANAGE ORDERS * Locate the order you'd like to cancel and click on its invoice number to open it Toward th...
* ISSUE: An order is placed but the Company Field contains numbers instead of an actual Company Name * CAUSE: This is most likely being caused by the shopper's browser auto-fill. Typically, a customer browser's auto-fill will record information ...
Shift4Shop's automated monitoring systems will often check your store's checkout process to ensure security protocols are in place. As a result, you may see some test orders from Shift4Shop in your store's Not Completed order status. These orders w...
Typically, when an order is moved from one status to the other, an automated email will be sent to the shopper notifying them of the status change. However, there may be certain times when you need to move orders one status to another without the sto...
Shift4Shop's Cart Notices Add-on (available from the App Store) will let you display special messages during checkout that will appear when certain conditions are met by the shopper. There are four types of conditional messages that you can create: ...
When you create your store's PAYMENT METHODS [https://support.3dcart.com/Knowledgebase/Article/View/456/], the advanced settings of the payment method allow you to specify whether orders paid with that method go into the store's New or Unpaid order s...
When you log into your Shift4Shop Online Store Manager, the first page you are taken to is the dashboard which contains snapshots of your store's business. This includes: * Order/Revenue/Visitor/Conversion Rate Overviews * Sales Graph * Traff...
When an item is added to cart, it begins the online shop's order process. If the cart is abandoned at any point before the order is finished, the unfinished order will be placed in your store's "Not Completed" order status. In an EARLIER ARTICLE [h...
Yes! Beginning with Shift4Shop version 9.1.6, merchants can take their store's NOT COMPLETED [https://support.3dcart.com/Knowledgebase/Article/View/355] orders and convert them into Phone Orders for easier completion. Here's how: * Log into you...
Beginning with version 9.1 of the Shift4Shop software, merchants can leave notes on invoice items. This can be useful if you'd like to add notes to each individual item of an order for situations like the item being out of stock until a certain date,...
Merchants on Shift4Shop Pro (and higher; including the Free End-to-End eCommerce Plan) plans can place phone orders for customers at a temporary quoted price. The customer will then receive an email notification of the quoted order that they can use ...
Yes! Beginning with Shift4Shop version 9.1, the store will now show you an "at-a-glance" look at whether your customer is a first time or a repeat customer. As you process individual orders, look towards the customer information section and you w...
In previous versions of Shift4Shop - when adding a customer record through a phone order - the store would create a "dummy" email address as a placeholder on the customer record. This was intended so that you could create the customer record and comp...
Shift4Shop's integration with ShareASale allows you to automatically enable a tracking conversion script onto your store's checkout page. The following instructions will show you how to enable this module. * Log into your Shift4Shop Online Stor...
TradeGecko is a multi-channel inventory and order management service that allows you to consolidate your multiple channels into one interface instead of logging into each separate channel to run your eCommerce orders. Integrating your Shift4Shop stor...
On ENTERPRISE [https://www.3dcart.com/enterprise-ecommerce-solution.html] level Shift4Shop stores, you can add an unlimited number of Order Statuses by using the following steps: * Log into your Shift4Shop Online Store Manager * Using the left ...
Beginning with version 8.1 of the Shift4Shop software, you will be able to place phone orders using a single page interface. * Log into your Shift4Shop Online Store Manager * Using the left hand navigation menu, go to Orders >Phone Orders * O...
When exporting your orders, you will have two columns that will indicate any promotional discounts that were applied to the orders via the PROMOTION MANAGER [https://support.3dcart.com/Knowledgebase/Article/View/203]. One column is labeled ODISCOUN...
Yes! If you are using Shift4Shop's RECURRING ORDERS [https://support.3dcart.com/Knowledgebase/Article/View/628] add-on (a.k.a. Autoship), your users with recurring orders may change the date and frequency of the recurring orders themselves by using...
Yes! If you are using Shift4Shop's RECURRING ORDERS [https://support.3dcart.com/Knowledgebase/Article/View/628] add-on (a.k.a. Autoship), your users with recurring orders may cancel the orders themselves by using the following steps: * Log into...
Yes! If you are using the Recurring Order (Autoship) Add-on, you have the option of creating a promotion that can entice your shoppers into signing up for the recurring order itself. There are two separate scenarios you can set up in your store: ...
Beginning with version 7.2.2 of the Shift4Shop platform, your store's RMA functionality can now accept file uploads from your shoppers. This can be useful for situations where your customer needs to send you an image of the product that they're tryin...
To Enable Fraudwatch on your Store, follow these steps. * Log into your Shift4Shop Online Store Manager * Using the left hand navigation menu, go to Modules * Use the search bar at the top and search for "Fraudwatch" Expand the module and yo...
The Amazon Order Sync App is available for purchase from our App store. Click HERE [http://apps.3dcart.com/amazon-order-sync.html] for more information. Shift4Shop's Amazon Integration Module allows you to import your processed Amazon Seller Centra...
By going to your ORDERS >MANAGE ORDERS section and clicking on the "Export/Import" button at the top right, you will see your store's Order Export options. ------------------------- EXPORTING ORDERS You can export all your store's with several pro...
When an order has not been completed or otherwise failed during the checkout process, it will go into the store's Not Completed status. Typically, a not completed order is generated through simple "window shopping" on your store - where a visitor m...
From time to time, you may want to flag an order with a color or label to be able to refer to it quickly later on. For example, a high priced order that you need time to carefully process can be flagged as a specific color so that it appears more pro...
Shift4Shop Fraudwatch users can create special "Screening rules" on their store which will automatically approve, reject, or flag orders for review, based on the information being reported by fraudwatch. Important Fraudwatch Screening Rules requir...
Shift4Shop's Fraudwatch Program is a special service which actively collects data points associated with your store's orders to provide you with a fraud risk score on the order itself. The information collected includes certain attributes like the sh...
There may be times when you need to process an additional charge on the customer's order. Perhaps due to an increase in shipping, or maybe the shopper simply wanted to add an item to their order after it was placed. For these types of situations, t...
With Shift4Shop's Automation Rules feature, you can specify automated actions that will be applied to orders when they meet conditional requirements which you set. Orders meeting your pre-defined requirements can then be made to apply certain actions...
When PLACING A PHONE ORDER [https://support.3dcart.com/Knowledgebase/Article/View/168] in your Shift4Shop Online Store Manager, as you arrive to the shipping methods portion of the process, the store will populate the order with its applicable shippi...
After an order has been placed by a customer, you have the ability to modify the order by adding or removing products as needed. It is important to note that after an order has been made, you will need to manually refund/charge the customer through y...
* ENABLE RMA * RMA MAX PERIOD * SETUP RMA SETTINGS * EDITING RMA METHODS * EDITING RMA REASONS * INITIATING THE RMA * CUSTOMER INITIATED * MERCHANT INITIATED * PROCESS RMA * FINALIZE RMA * DENYING AN RMA The RMA (Return Me...
Yes! Shift4Shop allows you to create any checkout questions to ask the customer during the checkout process. These questions can either be required or not required to be answered before the customer completes the checkout process. To do this, pleas...
* VIEW A NEW ORDER * MOVE AN ORDER TO A DIFFERENT STATUS * MOVE MULTIPLE ORDERS TO A DIFFERENT STATUS AT ONE TIME * AUTOMATIC EMAIL FOR ORDER STATUS CHANGE * EDIT TEMPLATE OF STATUS CHANGE EMAILS * EDIT ORDER STATUS * VIEW GATEWAY ...
* INTRODUCTION * How to View Not Completed Orders (3 page checkout) * How to View Not Completed Orders (Single page checkout) * How to Contact Customers of Not Completed Orders * Emailing Customers of Not Completed Orders * Moving Order...
So there you are, watching the big game while processing orders using the store's "Batch Actions" method. You've just finished selecting 5 new orders and, just as you're about to move them into the "Hold" queue, your team scores the winning goal! T...
Internal comments on orders are used to record specific details of the order that may be needed for future use. These can be details such as authorization numbers from a specific fulfillment services like Fulfillment by Amazon, or perhaps internal no...
If using Custom Export Sets for your Order Exports, you will have the following list of fields to choose from. NOTE: Several of these are dependent on different add-ons and/or specific features of the cart, or are otherwise no longer used on the ...
When a gift certificate is used on an order, the order confirmation page generated by your store will reflect the order's subtotal as well as the gift certificate's use on the order. However, the order confirmation emails that are sent to customers...
Yes! You can use the store's "Batch Action" menu to print invoices (and packing slips) for multiple orders at once. To do this, log into your Shift4Shop Online Store Manager and, using the left hand navigation menu: * Go to ORDERS >MANAGE ORD...
When viewing an order in your Shift4Shop Online Store Manager, you will see the main details along the left hand side of the page including order total, status, items and balance. Beneath the order details, you will see a tab labeled "Payment Infor...
Only if the capture is _less_ than the authorized funds and only if your payment gateway allows for the AUTHORIZE ONLY [https://support.3dcart.com/Knowledgebase/Article/View/512] setting. The Authorize Only setting available on some payment gateway...
At present time, only a few of our available payment gateways are able to allow _partial_ refunds from the Shift4Shop Online Store Manager. These are SHIFT4 PAYMENTS, PAYPAL EXPRESS, PAYPAL PAY FLOW PRO LINK, & PAYPAL ADVANCED. When an order is pla...
Shift4Shop allows you to export your order history in CSV format. This ability can be useful when you need to import your order history into specific accounting software, or if you need to review your order history for a particular date. EXPORT/IMP...
There may be times when you need to process an order for your customer manually rather than having them navigate through your store to place the order. The reason could be that the customer has visited your brick and mortar store or perhaps they are ...
If you are using the Return Merchandise Authorization feature of Shift4Shop, you can review your store's RMA history with the RMA search tool located in your Orders menu. Note: For the purposes of this article, we will be covering the use of the R...
As mentioned in our previous article, you can utilize the different Order Status Queues to efficiently process your incoming orders as needed. As an added benefit, you can also edit and customize the existing status queue names (as well as add new ...
Your Shift4Shop store comes equipped with a various amount of order processing queues with which to process orders. When an order comes in through your Shift4Shop store, it will normally be placed in either the "New" or "Unpaid" status depending on h...
Shift4Shop will assign invoice numbers to any customer carts that reach Checkout Step 4. If the customer gets to step 3, enters their billing information, chooses a payment method and attempts to pay by clicking the "checkout" button, they are taken ...
* ISSUE When viewing some order packing slips, the shipping address is listd as "Multiple Packages" instead of showing the shipping address. * CAUSE The order is part of a SPLIT SHIPMENT [http://support.3dcart.com/search.html?k=split+shipment]. ...
Merchants using Shift4Shop's recurring order add-on may sometimes come across this error message when the system attempts to generate a recurring order: Error generating recurring order: the shipping method that was originally used doesn't match wi...
Merchants using Shift4Shop's Fulfillment by Amazon (FBA) feature sometimes run into an issue where their FBA orders appear in the Online Store Manager with a message stating that the shipping method attached to the order is invalid, thereby preventin...
On occasion, you may have a time where an existing customer may type in their login email address incorrectly or enters different information on their subsequent visits to your store - thereby inadvertently creating a new customer login for him/herse...
Once a customer has placed an order and you have contacted the shipping carrier to setup a shipping label for the order, you can import a list of tracking numbers to multiple orders at the same time. This is useful as you can update many orders at th...
Shift4Shop provides you with the ability to split your shipment into multiple shipments and track them with the Split Shipment option. This can be useful in situations where you have most of the items in the order on hand, but need to split one or mo...
Not Completed orders most often occur when a customer abandons the shopping cart before they complete the checkout process. They can be quite useful because you can see at which step customers may be leaving the checkout process and what items they w...
By default, your Shift4Shop store will be set with a generic invoice numbering designation of AB-1001. Whenever a new order is processed and an invoice number is generated by the store, the number will increase by one. However, you may need to have y...
Shift4Shop keeps tracks of orders from the time that a customer adds a product to their shopping cart, all the way to the last page of checkout. This allows you to keep an eye on where/why customers decide to stop shopping on your store. Before we ...
Yes! Some merchants may want to include a payment option that only applies to their phone orders. This payment method's function is not necessarily to collect payment, but rather to simply allow the phone order to be processed on the store while ac...
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