Merch Store - Approved Orders
S
Samantha Montgomery
We need an option to either
A. Edit a Merch order invoice back to a quote format in which we can send a quote approval & make adjsutments to the quote without a big giant PAID box on it
B. Have a Merch Order approved or declined by the contact associated with the store prior to the order being completely placed
This is a big limitation in corporate and team orders that are being placed by individuals but not paying for orders themselves. We are having to work around this issue by providing our clients with 100% off coupon codes and recreating every Merch order as a separate quote to send quote approvals to the main company/team contact that is paying for the order to approve the purchase prior to fulfilling the online orders their employees place. This is doubling our work on a platform we use to streamline and limit our work. With the current set up - you cannot make any adjustments to the quote/invoice on the order once it is completed as far as making product edits, adjusting quantity amounts, adding shipping costs and most importantly sending approvals for the products included in the order (even if no transaction is made due to the 100% off coupon)
C
Chris McDevitt
We too create stores for companies that have their employees order uniforms online. We too use the coupon code to discount it 100% or 50%, etc. Once the store closes and we fulfill the orders, we then we have to create a separate "invoice" that will flow through to QBO to bill the customer. Yes - frustrating!