• Hi!

    If you have a brick and mortar shop and a payment option “Cash on delivery”. Then when the customer comes to the shop and pays in the cash register. What is the best way to handle the order in the webshop?

    Is it to set the order to Refunded? Then it’s not counted in the sales report which is what you want so it’s not counted double, both in the cash register and the webshop. But the stock is put back in stock so you have to manually update the stock after setting the state.

    Is there a good way to handle this? What state is the best to choose? Refunded? Canceled? Failed?

    Thanks!

Viewing 8 replies - 1 through 8 (of 8 total)
  • mother.of.code

    (@imazed)

    The Mother of Code

    Hey there Ben,

    When a customer chooses ‘Cash On Delivery’, the order doesn’t automatically go to the ‘Paid’ status. Rather, it will have ‘Pending payment’, as that’s exactly what it is – waiting for the customer to come and pay.

    When the customer comes into the shop and pays for their order, you can set the order to ‘Completed’. I’d recommend agains using statuses such as refunded or cancelled, as that’s not an accurate representation of what’s happening with the order.

    Here’s a bit of documentation on order statuses: https://docs.woocommerce.com/document/managing-orders/

    Hope that helps. Have a wonderful day ahead!

    Moderator Hari Shanker R

    (@harishanker)

    Hi @ben72

    Just checking-in on this for you. I hope that the suggestion we provided to you in the previous reply helped you with fixing the problems.

    Since we haven’t heard from you in a while, I’m going to mark this topic as Resolved. Let us know if you keep running into troubles. You can either reply here to follow-up with the same problem, or create a new thread to report your troubles to us.

    All the best!

    Thread Starter Ben Andersen

    (@ben72)

    OK @imazed I see what you mean. But then the sale is counted both in the sales report for the webshop and the brick and mortar shop which is not optimal. I wish there were another state or some way to exclude it from the sales report in the webshop.

    mother.of.code

    (@imazed)

    The Mother of Code

    Hey Ben,

    I’m not sure why the order would count twice – you’re only updating the one order.

    What you could do is set up a custom order status that is applied to orders that have been picked up in the store:

    Using custom code
    Using a plugin

    @ben72 I agree with @imazed here that using a custom status is the best approach. Some of the plugins for adding custom statuses will have a way to say that the status should be EXCLUDED from your reports too. My product Metorik will also let you exclude a status from reports.

    Thread Starter Ben Andersen

    (@ben72)

    @imazed It counts twice as the POS is one system and WooCommerce is another.

    Thank you both for your suggestions!

    @bryceadams Metroik seems interesting! I’m adding it to my list for further investigation. ??

    mother.of.code

    (@imazed)

    The Mother of Code

    @ben72 in that case I would still consider setting up a custom order status, one that lets you exclude the sale from the Woo store. IMO that’s the only approach, unless you want to delete the sale all together after it has been paid. Otherwise it’ll still show up as an order in your Woo store.

    Thread Starter Ben Andersen

    (@ben72)

    @imazed Aha, yes maybe deleting the order would be a solution as well. I didn’t think about that. Setting it to cancelled puts the items back in stock and that’s obviously not what I want. I’ll try and see what happens with the reports if I put an order in the trash.

Viewing 8 replies - 1 through 8 (of 8 total)
  • The topic ‘What state to set order to after local pickup with Cash on Delivery?’ is closed to new replies.