Manual Integration
Manual merchants can handle orders via the Checkout Everywhere Merchant Portal.
Step 1: Receive an order notification email
- Once a new order is generated, you will receive a notification email.
- Bolt sends the customer a payment confirmation email.
Step 2: Log in to the Merchant Portal and find the order information
- Log in to the Merchant Portal.
- Click on the merchant name in the top left corner and switch to the appropriate account.
- Navigate to the Order Dashboard and find the order.
- Click the order number to open order details.
Step 3: Fulfill the order
Arrange delivery for the order.
Step 4: Change the order status in the Merchant Portal
- Click on the order number to open order details.
- Change the status in the Set Status To field to one of the following options:
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- New (default)
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- Acknowledged
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- Hold: The order is in-progress, but not ready for shipping yet
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- Cancelled: The order won’t be fulfilled
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- Shipped: The order is in transit
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- Returned: The order was returned by the customer (This option is only available after the order is marked as Shipped)
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Bolt sends a payment confirmation to the customer. You’ll handle sending order confirmation emails and other updates to the customer.
Returning orders
When you mark an order as Returned, this cancels the invoice for the customer. If they’ve already paid, they will be refunded the amount minus the shipping cost.
To charge a return fee, please post a comment when submitting the return detailing the amount you’d like to charge. You can also use this method to communicate a concern or another issue.
Plug-in, API, or Automatic (Touchless) Integrations
We aim to provide API/Touchless merchants with an automatic order handling process that is the same as handling a direct order from your web ecommerce presence.
When a new order is generated, you receive the order details on your ecommerce platform (through an API for API merchants and through order bots for Touchless merchants). Handle the order in the same way as you handle orders from your own store.
If the order includes a campaign product, the order price we place at your end can be different than the actual payment from the customer.
Order Confirmation and Invoice for Customers
Bolt sends a payment confirmation to the customer. You’ll handle sending order confirmation emails and other updates to the customer.
Cancelled Orders
For any reason, if you can’t fulfill an order, please cancel the order from your ecommerce platform and attach the reason. The customer should also be informed about the cancellation.