Each integrated Sale is downloaded into Lightspeed Onsite with detailed information. Normally, each integrated Sale creates a Lightspeed Onsite Invoice. This approach offers 2 distinct workflow advantages:
- Faster Fulfillment - No need to Invoice the Order or Reserve Inventory
- Tighter Inventory Counts - Inventory is deducted as soon as the sale downloads to Lightspeed
Creating Orders requires Lightspeed Onsite 2016 v1.0 or above and Accumula Startup (formerly Pro) Plan or above. Users have full control of the following settings:
- Download Orders As selects whether Shopify Orders will create Invoices or Orders in Lightspeed Onsite.
- Reserve Order Inventory determines whether Inventory will be reserved automatically on Lightspeed Orders.
- Create Order Deposits determines whether a deposit will be created and applied to the Lightspeed Order based on the Order payment in Shopify.
Both Sales and Returns will include:
- Customer Info with Billing and Shipping Address
- Order Line Items
- Shipping Charges
- Invoice/Order Notes: Ecom Order #, Order Notes, Payment Details, Shipping Method, and Tracking #
Customers are matched to existing Customers by Email Address.
Viewing New Orders/Invoices
Finding Ecom Orders in Lightspeed Onsite is easy using Smart Finds for Invoices and Orders. Several suggested Smart Finds are included in the Lightspeed Onsite Integration Setup including:
- Ecom Today - Today’s Orders from Ecom
- Ecom Open - Orders that have not yet been marked as Paid/Fulfilled
- Ecom All - All Ecom Orders
- No Product Found - Ecom Orders that include not found products that need processing
Ecommerce customers expect fast order fulfillment. Make sure you have Smart Finds setup and that staff check them regularly throughout the day so that orders can be processed in a timely manner. Your Ecommerce Store will also email the administrator whenever an order is placed. Together, these two tools can help you stay on top of incoming orders.
Order Line Items
When an Sale is created in Lightspeed Onsite by Accumula, the Ecom Order is created using specific products in Lightspeed Onsite:
- Order Items are created as Invoice Line Items using the Products in Lightspeed Onsite.
- Shopify Shipping charges are added using the SHIPPING product (SHOPIFY SHIPPING or MAGENTO SHIPPING).
- Shopify Coupon Codes applied are added using the DISCOUNT product (SHOPIFY DISCOUNT or MAGENTO DISCOUNT).
- Taxes are added as per your settings in the Channels Connector Settings, either with a Lightspeed Onsite Tax Code or as a line item using the TAXES product.
Each line item description will display specifics such as Shipping Method or Promo Code used. You can also view more specific information about the Order in the Printed Notes section of the document.
Each Invoice created in Lightspeed Onsite also includes detailed information in the Printed Notes section of the Invoice. These details help give a complete view of the Order, all within Lightspeed Onsite, reducing the need to use more than one program.
The Printed Notes section includes:
- Ecom Order Number - the order number in your Ecommerce Store
- Ecom Order Notes - any notes added to the order
- Payment Type - Paypal, Shopify Payments, Money Order, etc
- Authorization - Authorized, Charged, or Pending
- Authorization Reference - the reference code returned by the gateway for any credit card transactions
- CC - the last 4 digits of the Credit Card number
- Shipping Method - the Shipping Method for the order
- Tracking # - the tracking number for the Shipment in Shopify
Ecom Order Notes and Tracking # will be updated as changes are made to the Order in Ecom and associated Shipments. If you use a third party shipping solution, the Tracking # should update automatically once the order is shipped.
Lightspeed Onsite Orders will have a deposit applied if Create Order Deposits is set to On. This deposit can then be applied to the Order when Invoiced. Lightspeed Onsite does not allow Invoice Payments to be created via the API. If creating Invoices, the Shopify or Magento payment method should be applied manually to mark the invoice as paid.
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