Knowledgebase : Orders
Can I add a Manual Payment Method just for Phone Orders?
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...
What can I do with Incomplete Orders?
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 ...
How can I delete my Not Completed Orders?
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...
How do I Split a Shipment?
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...
How do I import Tracking Numbers via CSV?
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...
How do I link an Order to an existing Customer Record?
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...
Why am I getting an "Invalid Shipping Method" message on my FBA o...
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...
What is causing Error code: 103 on my Recurring Orders?
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...
Why aren't my Packing Slips showing the Shipping Address?
* 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]. ...
Why is my Store skipping Invoice Numbers?
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 ...
What are all the Order Queues used for?
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...
How do I edit the Order Status Queues?
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 ...
How do I use the RMA Search Function?
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...
How do I place a Phone Order?
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 ...
How do I export my Orders?
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...
How Do I Use the Custom Transaction function on Orders?
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...
Can I print multiple order invoices at once?
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...
Customer Order Confirmation - Gift Certificate Balance
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...
What are the selectable Fields for the Custom Order Export?
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 ...
What Does the Order's Internal Comments Section Show?
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...
Can I Move an Order Out of the Cancel Status?
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...
How Do I View My Store's Not Completed Orders?
* 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...
How do I Manage my Orders?
* 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 ...
Can I create Checkout Questions for my Store?
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...
How do I use the RMA feature?
* 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...
How do I Add/Remove Items from Orders?
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...
What does "Custom Shipping" on my Phone Orders do ?
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...
How do I use Automation Rules?
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...
What is FraudWatch and How Does it Work?
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...
How do I set up Fraudwatch Screening Rules?
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...
How do I Export/Import My Store's Order Information?
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...
How do I set up the Shift4Shop/Amazon Order Integration?
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...
How do I enable FraudWatch?
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...
How Do I Place a Single Page Phone Order?
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...
Can I Add Additional Order Statuses?
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 ...
How do I integrate my Store with Tradegecko?
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...
How do I add ShareASale Conversion Tracking to my Shift4Shop Stor...
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...
Why Doesn't My Store Create "Dummy" Email Addresses on Phone Orde...
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...
Can I see my First time and Repeat Customers on Orders?
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...
How do I use the Order Quotes module?
Merchants on Shift4Shop Plus (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...
How do I leave Order/Invoice Notes?
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,...
Can I convert a Not Completed Order into a Phone Order?
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...
Why do I have so many not completed orders?
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...
How Often does the Admin Dashboard Update?
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...
Can I Prevent Stock from Being Deducted on Unpaid Orders?
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...
How do I use the Cart Notices Add-On?
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: ...
Why Aren't My Taxes Working?
* ISSUE Tax calculations are set up, but not being applied to orders correctly. * LIKELY CAUSE Tax codes have been set up but not assigned to products. A common mistake when setting up Tax Calculation on the store is to create Tax Codes on the...
How Do I Move Orders to Another Status Without Sending an Email?
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...
Quickbooks Enterprise 2020: My Orders are not importing into Quic...
Merchants using Shift4Shop's Web Connector with QUICKBOOKS ENTERPRISE 2020 may experience issues importing their store's orders into Quickbooks. This issue usually occurs when the "Most Common Sales Tax" field in QuickBooks settings is left blank. ...
Why Am I Seeing Numbers In The Company Field For My Orders?
* 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 ...
How do I cancel a placed order?
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...
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