Handle and oversee purchases

Manage and fulfill your ecommerce orders in the Webflow Designer and Editor.

After successfully launching your online shop, customers can explore your merchandise, add chosen items to their cart, proceed to checkout, and confirm their purchase. Subsequently, they will receive an email, and you — or the store manager(s) — will be notified via email that the purchase has been made/received. What comes next? Managing the transaction and completing it.

Contained in this tutorial

Here, we will discuss how to receive purchases, where you can obtain all necessary information for processing your transactions, and how to complete them.

Receiving purchases

Upon each successful purchase, a confirmation email is dispatched to the customer, and an “order received” email is dispatched to the store manager(s). You have the option to personalize the appearance and content of these emails in the Email settings within the Designer.

Find out more: Customizing Ecommerce emails

If you prefer to receive “new order” notifications through other applications, you can employ tools like Zapier to relay the “order received” email data to those applications.

Accessing purchases

Purchases are accessible both within the Designer and Webflow Editor. You can access your purchases directly from the “new order” email or, if you are active in the Designer or Editor, you will notice new order prompts that will lead you to the appropriate section.

The Ecommerce orders tab in the Webflow Designer indicates 4 new orders.
The Ecommerce orders tab in the Webflow Editor indicates 4 new orders.

Find out more: Orders tab

Managing purchases

Managing the purchase involves preparing and dispatching the ordered items. Once you have sent out an order, you can fulfill it, enter shipping and tracking specifics, and automatically inform the customer via email that their order has been dispatched.

Packaging and dispatching purchases

The purchase list offers a general view of all your transactions, but when it comes to packaging and sending out a purchase, you will need to delve into the purchase details. To accomplish this, click on the transaction to access the detailed page.

Order details for a Webflow Ecommerce order are shown in the Webflow Editor.
The order details page in the Webflow Editor.
Order details for a Webflow Ecommerce order are shown in the Webflow Designer.
The order details page in the Webflow Designer.

Here, you will view the purchase specifics, which include a list of the products ordered by the customer. You will need to prepare these items in the quantities specified. Then, utilize the shipping information to print your shipping label.

Once your parcel is prepared, you can dispatch it!

Fulfilling transactions

Returning to your list of transactions, having dispatched an order, you can now complete it. Revisit the transaction details page and Complete your purchase. Alternatively, you can fulfill multiple transactions in bulk from the transactions list using the select function.

Find out more: Orders tab

Adding shipping and tracking specifics to a transaction

You will need to input the delivery service provider and tracking ID before finalizing the process.

The Fulfill order modal in the Webflow Editor allows you to set the Shipping carrier, tracking number, tracking URL and whether you'll send your customer a shipping notification email.
Fulfill an order in the Webflow Editor.
The Fulfill order modal in the Webflow Designer allows you to set the Shipping carrier, tracking number, tracking URL and whether you'll send your customer a shipping notification email.
Fulfill an order in the Webflow Designer.

You have the option to leave these fields blank, but it is advisable to include this information, both for your monitoring purposes and to ensure that your customer receives these details via email.

Shipping confirmation email

Immediately upon confirming the completion of the order, an email containing the shipping and tracking details is dispatched to notify the customer that their order has been dispatched.

You have the ability to customize the appearance and content of these emails in the Email settings within the Designer.

Find out more: Customizing Ecommerce emails

Reverting transactions

You might need to reverse a completed transaction for various reasons, but be aware that your customer has already been informed via email that their order has been dispatched. Additionally, note that if you re-complete the transaction, a “order shipped” email will be resent to your customer.

Reimbursing transactions

If there is a need to annul or refund a transaction for any reason, you can effortlessly issue a refund directly from the Designer or Editor’s Transactions section.

Generally, refunds take 5 – 7 business days to process. Once a refund has been processed, it cannot be revoked. Refunded transactions cannot have their status altered.

Find out more:Issuing refunds at Stripe [↗]

You can refund an order in the Webflow Editor.
Refund an order in the Webflow Editor.
Refund an order in the Webflow Designer.

Handling conflicts and deceptionA conflict refers to a demand made by a recipient through their card-issuing bank to report unauthorized transactions and request a chargeback to refund the money to the customer. Unauthorized transactions could be due to a deceitful purchase (stolen card or card information) or a discrepancy between the customer and the retailer (on cost, bought item, etc.) Acquire more knowledge about conflicts and deception and how the progression operates [↗].The most efficient approach to handle conflicts is to avert them altogether. It is beneficial to possess a valuable conflict and deception prevention approach. Learn how to optimally safeguard against conflicts and deceitful payments [↗].Also, peruse Stripe’s Preventing Disputes and Fraud guide [↗] to gain further insights into deceit prevention tactics to optimally safeguard against conflicts and deceitful payments.Nevertheless, acknowledge that Webflow ecommerce adheres to the European Strong Customer Authentication (SCA) [↗] prerequisites, which aim to diminish deceit. Thus, if your online store is in the European Economic Area (EEA) [↗], any customer from EEA nations will be enforced to provide an added authentication layer to confirm payment for the purchase. By validating their identity through the mode approved by their card-issuing bank, the customer sanctions the purchase. Ergo, diminishing the likelihood of fraudulent purchases made by unauthorized entities using their card. This dual-factor authentication shifts the responsibilities of deceit avoidance from the retailer to the recipient and decreases conflicts and chargebacks.Essential things to know 
Contested payments also incur a cost. If the recipient’s bank resolves the conflict in your favor, this charge is completely reimbursed.
Administering your orders via other apps using ZapierYou can additionally supervise your orders with Zapier integrations with the recent triggers and actions. This enables you to execute tasks like:Dispatch orders and handle fulfillment via ShipstationForward order specifics to Quickbooks for financial purposesReceive notifications regarding new orders in your preferred applicationProduce shipping labels when a new order is receivedTransmit a gratitude message to a client upon order validationE-commerce triggers:New order: Introduce an action when a new order is submittedUpdated order: Initiate an action when order specifics are modifiedE-commerce actions:Fulfill order: Indicate order as fulfilled in WebflowUnfulfill order: Indicate order as unfilled in WebflowModify order: Adjust an order’s specificsReimburse order: Grant a refund for the orderObtaining your funds and more via StripeStripe disburses funds from your Stripe account balance (incoming funds from payments, refunds, etc.) into your bank account. Disbursements are handled according to the disbursement timetable of your Stripe account.Obtain further insights: Receiving payouts from Stripe [↗]To view a roster of all your disbursements and the anticipated deposit date into your bank account, proceed to your Stripe Dashboard’s payout division [↗].Frequent inquiriesHow does PSD2 SCA compliance impact the checkout procedure?If your online store is in the European Economic Area (EEA) [↗], any customer from EEA nations will be obligated to provide an additional layer of authentication to corroborate payment for the purchase. Webflow checkout wholeheartedly supports SCA requirements [↗] and guarantees a seamless checkout experience by necessitating extra authentication only when truly essential, so as not to disrupt the checkout process. Acquire more insights regarding SCA[↗].

Ewan Mak
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