The general steps to process an order are the same for all companies. Depending on your company processes there may be variations or the steps may be in a different order.
The most basic steps to process a new order are as follows.
1. Collecting the payment 2. Shipping the package
To Collect the payment: To collect a credit card payment on an order that is "authorized" or "unbilled" first login to the Order Management System and click on the Orders link. Next, click on the green dollar sign to "capture" the funds. A successful capture will result in the billing status automatically changing to "Paid." Once an order has been paid it can safely be shipped.
Note:There are many variations to this process including alternate payment methods. These payment methods should be handled as normal and orders should be manually changed to "Paid" once the payment clears. Some companies also ship orders before collecting payment as in the case of invoice billing.
To Ship the package: Login to the Order Management System and click on the Orders link. Click on the order number you wish to ship. Scroll to the bottom of the page and click the "Shipping Labels" button. Depending on your shipping configuration you will be led through a wizard to create your label.
For more information on processing orders or processing orders in batches please search the help desk with more specific terms.
