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Pre-Orders in UltraCart
UltraCart can allows you to accept pre-orders for items that will be shipping ship in the near future. For instance, if This is useful if, for example, you are selling a DVD product that will be released in 90 days you can but want to start taking orders today. When a customer places an order contains containing a pre-order item, the credit card is not actually processed in real-timeimmediately. Instead, the order information is collected and the order stored in a special section of the order management called pre-ordersdedicated "pre-orders" section within order management.
Configuring an
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Item for Pre-Orders
To configure an item as a Prepre-Order order item, edit the item then navigate to the "Shipping" tab and then, in the "General Settings" section, select the checkbox for "Pre-orders", then optionally, configure the ETA field with the date that follow these steps:
Edit the item in your UltraCart account.
Navigate to the Shipping tab.
In the Basic Settings section, check the box for Pre-order.
Optionally, configure the ETA (YYYY-MM-DD) field with the date the pre-order item will be available for processing and shipment.
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This field is recommended.
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Suggested Item Configuration
We recommend
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updating the pre-order item's
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Title
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(the item description
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displayed in the shopping cart and on the receipt)
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to include a reference to
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its pre-
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order status and expected ship date.
Note: Alternatively
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, or in addition to
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updating
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the
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title
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, you may also
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checkout terms for the item
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. This requires the customer
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to review the
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terms
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and select a checkbox
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agreeing to the pre-order terms before completing their purchase.
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Pre
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-Orders and Payment
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Processing Gateway Configuration
Orders containing pre-order items are not processed in real-time.
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Your payment gateway may
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have rules requiring the Card Verification Value (CVV) number to process payments. To avoid issues, you may need to adjust your CVV rules with your credit card processing gateway service
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.
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Tip: Typically, you should keep the "decline on mismatch" rule , but turn off the enabled but disable any additional rules that will decline the a transaction if the CVV number is "Missing" or "unavailable". These changes will allow This allows you to process the payment payments for those pre-orders without having needing to contact the customer to obtain for their CVV number. |
Processing Pre-orders
To access and manage pre-orders:
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Processing Pre-orders
When you click on pre-orders you You will see a list of all orders in the pre-orders that are in this section.
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Each order in the list will display displays the items that are on the order. it contains.
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Note: If the items on
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an order are no longer marked as pre-order
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, the order will display in green and be marked as "releasable".
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Releasing Pre-Orders
To release an order simply check for processing:
Check the box
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next to the order
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ID.
Click the Release button.
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You can also print invoices or copies of the order orders by clicking the associated button.buttons.
Updating Prices for Pre-Orders
The only Update Prices tool is available in the pre-order section is the Update Prices tool. If for some reason . This tool allows you to update the price of the a single pre-ordered item were to change you can use this tool to Update a single Order ( item ) or batch update prices for selected orders. The following example shows the resulting screen when selecting only one Order for
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To update a price:
Select the order(s) you wish to update.
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The current configured price of the item
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will appear in the cost field.
Change the amount in the cost field to the new price.
Click Update.
Individual Pre-Order Screen
Clicking on any an order ID (the number, not the check boxcheckbox) will take you to the Pre-Order Editor which . This screen is divided into three sections:
Order Section - : Here you can edit the Customer Information customer information and/or Itemsitems.
Pre-Order - Section: Here you can Release or Reject the order.
Merchant Comments (: Use this section to enter comments for later reference).
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Note Regarding PayPal
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Payment Type and Pre-Order Configuration
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Due to its "push" model of authorization, the PayPal payment type will bypass the Pre-Order holding area. You can |
To temporarily disable the PayPal payment type for
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a pre-
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Items → Item Management → Items → (edit Item) → Other (tab) → Payment Method Settings (tab) |
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order item:
Navigate to the Other tab within the Item Editor.
Go to the Payment Method Settings section.
In the Restrictions table, set PayPal as Invalid For.
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