Sales

An overview

Creating a B2C order in the backend

A retail order is usually created by the customer through frontend. However an order can as well be created by the admin in the backend. Here is how.

Adding a product to a DTC order

Sometimes you might need to add products to an order before it ships, this will guide you on the best practice for this.

DTC order information

You will need to see order information which is available per order. This will help you understand what you are seeing.

Expediting DTC orders

Preparing DTC orders for shipping requires expediting of orders. Here is what you need to know.

Capture payments

Learn how to capture a payment in Centra, manually or automatically. You decide, here is how.

Returns in DTC

At some point you need to be able to return products. You will learn how to process a return in Centra here.

Cancelling products from a DTC order

Sometimes customers reach out and tell you they no longer want an item they ordered. You can cancel them from the order before they are shipped, here is how.

Creating returns in B2C

Returns are vital to any e-commerce company, you can learn how to create returns on shipments here.

Creating document templates in B2C

Invoice templates are needed so that you can display your companies information on PDF documents given to customers, you can also customize how products will be displayed here. Learn more.

Creating invoices from DTC shipments

Invoices are in most cases linked to shipments, based on what you are shipping to your customer. Here is the best way to generate these.

Creating invoices in DTC

Sometimes invoices need to be created manually, based on templates created you can create free-text invoices and this is how you can do that.

Creating a pro-forma invoice in DTC

Pro-formas, these are specific to shipments and is a printable document that customers should receive within their package. Here is how you generate a pro-forma.

Using bulk actions in DTC

Doing things one at a time can sometimes be long and boring, but in Centra you can easily acehive many things via bulk action for multiple orders. Learn how best to use bulk actions.

Order import through Order API

Orders that are created and received outside of Centra can be imported via our Order API for further processing. Learn how to do it here.

Shareable order link for DTC

To share a manually created order from Centra AMS with your client. Learn how to do it here.

How to setup Subscriptions

You can now set up subscriptions in Centra and include the products that you would like to have available as part of a subscription plan. This article will show you how to go about it.

Subscription orders can only be placed in the frontend webshop by the customer and will have the same flow as other orders but the intervals need to be specified. This article will show you how the flow can look.

Subscription orders in Centra

Subscription orders will be visible together with regular orders but they will have a sub.ID to make them easy to identify. This article will show you how to go about it.

The Omnibus Directive and Historic Best price

Sets new requirements for transparent pricing in e-commerce and means that online stores must display pricing history from the last 30 days if a product has been, or will be - discounted or given a promotional price.

Customer wishlist

Wishlists allows customers to save products to a list for later viewing or purchase

How to handle orders on ‘Hold’ due to payment mismatch

This article goes into detail about mismatch orders in Centra. An order is deemed as mismatch when the order total and the authorized amount are not equal.