TAKU Retail
Request SupportEmail UsTerms & Policies
  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • ✅Onboarding Checklist
    • ⚙️General Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • 🗺️Zones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • 📍Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • 🖥️Stations
      • Adding / Managing Stations
    • 🖨️Hardware Setup
    • 🔖Discount Controls
      • Restricting Discounts by Product
    • 👥Users & Access Rights
      • User Roles
      • Access Rights by Role
    • 📤Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • 🙂Personal Accounts Import
      • 🏢Commercial Accounts Import
      • 📇Commercial Contacts Import
    • 🔁Transaction Recovery
  • Selling In Store (POS)
    • 🛒Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • 📦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • 👤Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • 💵Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • 📱Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • 🔎Be Found Online Locally
      • Google My Business
      • Google Product Listings
    • 💬Live Chat
      • Facebook Messenger Live Chat
    • 📈Tracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • 💳Payments
      • In-Person Payments
        • 👑TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
Powered by GitBook

© TAKU Canada Ltd.

On this page

Was this helpful?

  1. Selling Online
  2. Handling Online Orders

Fulfilling Online Orders

PreviousHandling Online OrdersNextBuy Online Pickup In Store

Last updated 3 years ago

Was this helpful?

When a customer has placed an online order on your webstore, they will receive the following window below after checkout. The order number is listed as #453 below and displays other information such as their payment status and shipping address.

  1. Once the order has been placed, open the TAKU eCommerce Control Panel and navigate to the Store Management section and select My Sales -> Orders.

2. Look for the order that you wish to fulfill and process payment for. You may also use the Filter option and search bar at the top of the screen to search by Order number, customer information such as name or address, or the items ordered.

3. You may change Payment or Processing status right from this window, but instead you may click the order that we would like to fulfill. In this click we are clicking Order #453 to view details.

4. Click the Payment Status "Awaiting Payment" drop-down and select the Paid option when it is ready to be finalized.

When the payment has been processed from the customer, you may click the "Paid" option from the drop-down menu. Otherwise, there are other available status options for canceled or refunded orders.

5. Then select the Fulfillment Status drop-down to change its status to Delivered or Ready For Pickup.

6. Once the customer's online order has been fully paid for and processed, you may now fulfill this order through TAKU Retail. Go to Sales Channels -> All Online Orders. Then click "View" for the web order which you would like fulfill.

7. Then a window will appear to show the details of the order. Click "Proceed".

The order will show an "Approved" message at the top and now options are available at the bottom for voiding or reprinting the order details.

The order fulfillment is now complete, and we can go to the Inventory List in TAKU Retail, to View the product and then go to the History tab to see the sales details. Here you will find the Sales History for that TAKU eCommerce online order which is linked to a document in TAKU Retail, with its quantity deducted from inventory.

🧾