Start here for Online Orders
Use this when an order comes from the website or WooCommerce.
What changed
The old habit was to read the online order email and manually re-enter the order in MOM.
The new habit is to treat HubSpot as the place where the order becomes visible to the sales and accounting flow.
Basic flow
- Find the online order or deal in HubSpot.
- Check the customer, billing address, and shipping address.
- Check the products and quantities.
- Check the payment method.
- If the order is paid by credit card, make sure it is ready to become an
invoice.
- If the order is by check or purchase order, make sure the right salesperson
follows up before shipping.
- Confirm the invoice syncs to QuickBooks before shipping work starts.
Watch for
- orders marked Processing or Completed
- check or purchase order payment methods
- failed credit card payments
- tax differences between the website order and the invoice
- special item codes that should not be processed as normal orders
If something looks wrong
Do not run shipping. Use Submit an Issue or ask the salesperson responsible for the order.