The BATCH CAPTURE APP
[https://apps.shift4shop.com/batch-payment-capture.html] allows for
merchants to capture payments from authorized orders automatically
based off some simple settings. With this app you can perform the
following:
* Capture pr...
Beginning with version 11.3.1, merchants will have the ability to hide
the Customer Comments section from the storefront's order checkout
pages.
If hidden, the customer comments area will not appear to your
shoppers, but will still be available on ...
Beginning with VERSION 11.2.7
[https://forums.shift4shop.com/forum/shopping-cart-software/announcements/82248-release-notes-version-11-2-7],
a new status labeled "Declined" has been added next to the "Not
Completed" status in your store's Manage Orde...
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 ...
The Phone Order section allows for you as a merchant to place orders
for your customers through the Store Manager itself. To make use of
the Single Page Phone Order feature:
* Log into your Shift4Shop Online Store Manager
* Using the left hand ...
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...
Shift4Shop's Amazon Integration Module allows you to import your
processed Amazon Seller Central orders directly into your Shift4Shop
store for reporting and centralization. Rather than logging into two
interfaces - your Shift4Shop Online Store Manag...
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 users can create special "Screening rules" on their store
which will automatically approve, reject, or flag orders for review,
based on the information collected during the order process.
Fraudwatch Screening Rules apply _before_ the ord...
IMPORTANT NOTE
As of version 11.3.6, Fraudwatch _scoring_ is no longer being offered
for new accounts. However, FRAUDWATCH SCREENING RULES
[https://support.3dcart.com/Knowledgebase/Article/View/580] are still
available.
Legacy users with _existing...
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...
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...