Order email to customers

[Paula]

Sorry for all the questions, but I'm not seeing where you can edit the email that goes to a customer once they place an order. I see the Configure Order display, which is for packing slip, etc. But where do you edit the email to the customer?

[Jim]

There is no option to send an order email to the shopper after the order is placed. At the time the order is placed an email will be sent to the shopper. You can edit some of the settings used in that email on Commerce Setup > Order System > Emails

[Paula]

Thanks...I'm trying to get a feel for what a buyer receives and sees after purchasing from me. Once I place a test order I can see for myself, but until then can you clarify?

So after purchasing, onscreen they will see a Confirmation and then a Thank you, or are these combined?
Then they receive an automated email from Shopsite, which I can edit under Order System > Emails. How does this differ from the Receipt found under Preferences > Store Text? Is this something that is emailed to them or that I print and include with their order? If not, how can I print a receipt? I see where you can do the packing slip, but I would like something more detailed, without cc info, of course.

[ShopSite Nicole]

Paula,

Preferences > Store Text > Receipts is where you can edit some of the built-in text of the Customer Email Receipt. Where Jim pointed you to (Commerce Setup > Order System > E-mail is where you can place additional text which you would like to appear in the receipt as well. The customer email receipt is similar to the packing slip. It shows the billing and shipping addresses entered, what was ordered, subtotal/tax/shipping and generally includes a link back to your website. The customer email receipt can also be delivered in HTML format if you wish.

The confirmation screen is optional and can be turned on or off by going to Commerce Setup > Order System > Confirmation. If used, it is a separate page from the Thank You Screen.

[Paula]

Thanks, Nicole. Can the receipt also be printed out for inclusion in their package when it's time to ship? Or is there a special place to print these out?

[Jim]

Yes, on the View Orders screen there is a print button that will print the merchant's copy of the order. You can send that to the shopper along with the order, or file it as a hardcopy for future reference.

There is also a Packing slip option that can be printed. It contains the product information from the order but not the payment information.

In the back office of the store click on the Orders icon or button and then click List all or search for an order and there will be the View Order and View Packing slip buttons. You can do some configuration of the way the pages display and print in the Configure section fund at the bottom of the main Orders screen.

[Paula]

Perfect, thanks!