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Order Check-out

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Order Check-out

Once the customer is ready to complete the purchase, click on [CHECKOUT] to place the order. 

CHECKOUT
CHECKOUT
  • After clicking [CHECKOUT], you will be directed to the [Review and Place Order] page.
  • You can review Shipping charges on the Review and Place Order page and select the [Payment Method] from the available options.
  • If a coupon is available, input it in the [Enter Coupon Code] option.
Review Order
Review Order
  • The shipping information field is enabled only when a registered customer is linked to the cart. For a guest customer, there is no shipping information field. Click [Select] to select an address and [Add] to add a new address.
Review and Place Order
Review and Place Order
  • To make the entered address a default, enable the checkbox beside [Make this my default address]
Make address as default
Make address as default
  • On selecting the address click on [Apply].
Select Shipping Information
Select Shipping Information
  • After Shipping Information is selected, select the Shipping Method by clicking [Edit]. From the pop-up select [Pick In Store] if items are picked up in-store by the customer, or [Fixed] if the item needs to be customer’s location.

Shipping Method
 
Shipping Method popup
 

  • click on [Review Order] to review the items added to the cart before placing the order. Once it is clicked [Place Order] button is enabled.
  • After the review and required actions are completed, click on [Place Order].
Place Order
Place Order
  • Once the order is successfully placed Thank you for Your order is displayed along with the order number and other order details.
Order Number
Order Number
  • After the confirmation the page will automatically redirected to the order details page, or you can manually navigate to the Orders page from [Menu] to view the order details.
Click on Orders
Click on Orders
  • To view the order status In the Orders Page, search for the order with the order number to examine the order status which will be displayed as [Processing].
Order Status
Order Status

Processing

  • To view the status in Magento, navigate to Orders under Sales in Magento.
Click on Orders
Click on Orders
  • As the customer’s location differs from the stock location, the order needs to be processed for shipment in Acumatica. Therefore, you can view the order status in Magento as [Processing] and [NONE] in Acumatica Order Number.
Order Status
Order Status
  • Clicking on the order row will to take [Order & Account Information] Page, where you can view the Address information.
Click on Sync Order
Click on Sync Order
  • To synchronize orders from OrderPad Admin to Acumatica, click on [OrderPad A-M Connector] and choose [Connector Sync Logs].
Select Connector Sync Logs
Select Connector Sync Logs
  • Upon Clicking Connector Logs, the order will sync to Acumatica from Magento, with a [Success] status.
Connector Logs
Connector Logs
  • To view the order in Acumatica, navigate to the left side panel on Acumatica and click on sales Orders.
  • Select [Sales Orders] under [Transactions].
Sales Orders
Sales Orders
  • You can view the Order Sync with the Order Nbr, Customer Name, Order Type, and Status in Sales Orders.
Sales Orders
Sales Orders
  • Upon selecting an order, you may check its Purchase Store, Order Type, and Order Status.
  • To finalize the order, click on Create Shipment and proceed with the next steps.
Sales Orders
Sales Orders