Order settings

Handshake Direct Online's order settings are broken down in to two sections; how sales orders flow through your system once placed by a buyer, and the information you make available for your buyers to view and edit in their checkout process. Let's take a look at both of these sections and their different options.

Sales Orders 

Order Category

You can designate a specific order category for which all of your Handshake Direct Online orders will filter in to. Order categories can be created from this page within your account. This is great if you are using Handshake Direct Online in conjunction with Handshake Rep for iPad/iPhone because the orders written via Handshake Direct Online can be filtered in to their own designated section separate from all other orders. If exclusively using Handshake Direct Online, you can use this tool to organize orders by month, season, or other criteria of your choosing. 

Notify Sales Rep

If using User Groups (part of Handshake Professional), checking off this option will email a copy of orders written via Handshake Direct Online to the corresponding sales rep(s) in the owning user group. This is a great option to keep reps up to date on the activity of their customers.

Seller Review

Typically an order written via Handshake Direct Online will go into the "Confirmed" order status upon completion. If you turn on the Seller Review option, orders written via Handshake Direct Online will go into the "Seller Review" order status and will then need be reviewed an manually moved to "Confirmed" after review and approval by an admin. This gives reps a chance to make sure the order meets certain requirements (minimums, ship date restrictions, etc) while also providing an opportunity up-sell other products. With this feature, you also have a check box to notify the corresponding sales rep of the order being placed. In order to use this option you must be using Handshake Professional.

Interactive Quotes

Interactive Quotes enable mobile sales reps to send a quote to their buyers as opposed to a finalized order confirmation. The quote gives buyers an opportunity to look over an order and make modifications if need be before submitting for completion. Sending a quote to a new customer will invite them to create a login for Handshake Direct Online.
 

Checkout

 

By default your buyers will have lots of flexibility as to what they can modify when checking out after completing their order. You can modify a number of these options to restrict your buyers from having access to change when in the checkout process.

Disable Address Editing

Check this option if you don't want buyers to add or modify the billing and shipping information.

Hide Credit Card Field

Check this option if you don't want buyers to add or modify the credit card information.

Hide 'Ship Via'

Check this option if you don't want buyers to adjust the default shipping method. Adding shipping methods and assigning a default can be done from this page within your Handshake account.

Hide 'Start Ship'

Check this option if you don't want your buyers to set or modify the start ship date.

Hide 'Cancel Date'

Check this option if you don't want your buyers to set or modify an order cancel date.

Hide 'Ship Partial'

Check this option if you don't want your buyers to set or modify the option for shipping partial orders.