Payments and orders on your trade store
This covers what happens between a customer pressing checkout and the order landing in Breww: whether you take payment online, how the order arrives, and which invoicing details it uses.
Everything here is under Settings & tools → General settings on your store's dashboard, in the Payment settings and Order settings sections. The setup wizard asks the same questions at its Payment and orders step.
Whether you take payment online
There are three options:
- Accept all orders without online payment. Orders come through on account and your normal payment terms apply. This is what a new store starts on.
- Require online up-front payment always. Nobody can complete checkout without paying.
- Require online up-front payment if order would put customer over their credit limit. Customers within their limit carry on ordering on account, and only a basket that would take them past it has to be paid for up front.
Warning: Taking payment online needs a payment integration such as Stripe. If you ask for online payment without one enabled, there is nothing for your customers to pay with, so orders come through unpaid rather than being blocked. The readiness checklist flags this for you.
Letting customers pay even when they don't have to
Allow your customers to choose to pay online even if they don't need to based upon the rule above is ticked by default. With it on, a customer who could order on account is still offered the card option, which plenty of them are happy to take.
Untick it and the card option disappears whenever payment isn't required. On a store set to accept all orders without online payment, unticking it also removes the pay button from the invoice page you share with customers for orders placed through that store, so it's worth knowing if you rely on customers paying from an emailed invoice.
What your customer sees at checkout
The basket offers whichever payment methods apply:
- One entry for each enabled payment integration on the invoicing details being used.
- By invoice, followed by their payment terms where they have any. This only appears when payment isn't required.
Two situations mean no payment is taken at all, whatever you've chosen:
- The order is free. There's nothing to pay, so nothing is asked for.
- Prices are hidden from that customer by a customer-specific rule. Breww won't ask somebody to pay an amount it isn't showing them. See Ordering rules, availability and product overrides.
How orders arrive in Breww
Import trade store orders as status decides what a placed order becomes:
- Draft orders, which is the default, give you the chance to look an order over and confirm it yourself.
- Confirmed orders arrive ready to be scheduled and dispatched without you touching them.
Either way it's an ordinary Breww order, recorded against the store it came from, so it shows up on the customer, in your sales lists and on your dashboards as normal. See How to create an order for a customer in Breww for what the two statuses mean elsewhere.
Note: Your store's stock figures subtract stock already allocated to orders. Whether draft orders count towards that is governed by Include draft orders in product quantity assigned in your product settings, which is on by default.
Which invoicing details to use
Invoicing details to use pins this store to one set of your invoicing details. Leave it blank, as a new store does, and Breww works them out from the customer ordering, exactly as it would for an order you raised yourself.
Setting it matters in two places:
- The payment methods offered at checkout come from the payment integrations enabled on the invoicing details in use, so this decides which card processor a buyer is shown.
- Where you run more than one store, it's how Breww tells which store an invoice belongs to when adding your store link to invoice and delivery emails. If no single store matches, no link is added rather than the wrong one.
Order confirmation emails
Every order sends the customer a confirmation email, and you can blind-copy yourself in on it. Both the wording and the BCC addresses are set under Settings & tools → Emails. See Trade store emails.