Operations Management in commercetools

Overview

While using Bold Checkout, you may need to manage your store operations in different ways. Most of your store operations can be managed within Bold Checkout, however, there will be some operations that will need to be managed outside of the app admin.

Here are some of the most common operations and where they can be managed:

Orders will be available to view and manage through commercetools and Bold Checkout. We suggest that you manage your orders through commercetools, especially if you have automated fulfillment services.

You can manage orders in commercetools from the commercetools Admin Dashboard by selecting Orders.

You can also manage orders as well within the Bold Checkout admin by selecting Orders > All orders:

Select Orders, then All orders

Please visit Reports & Analytics in Bold Checkout for more information on reviewing orders and order statuses in Bold Checkout.

Refunds need to be done through the Bold Checkout admin. Since Bold Checkout is integrated directly with your payment gateway, refunds that are submitted through commercetools for orders that were placed through Bold Checkout will not successfully refund customer orders.

Refunding an order in Bold Checkout can be done in the Bold Checkout admin under Orders > All orders:

Select Orders, then All orders

Please visit Refund an Order in Bold Checkout for more information on refunding an order within Bold Checkout.

Shipping and taxes for orders that are processed through Bold Checkout are determined within the Bold Checkout admin. These settings can be determined within the Bold Checkout admin, a 3rd party integration, or a plugin that overrides the shipping and taxes. Any shipping or tax settings set up in commercetools will not be reflected in the Bold Checkout.

Please visit Integration Hub for Bold Checkout for more information on the integrations that are supported with Bold Checkout.

Please visit Create Shipping Zones in Bold Checkout for more information on creating a shipping zone within Bold Checkout.

Discount codes must be created within the Bold Checkout admin. All discount codes that are created within commercetools will not work within Bold Checkout.

Discount codes can be created and managed within the Bold Checkout admin under Payment options > Discount codes:

Select Payment options, then Discount codes

Please visit Discount Codes Overview & Setup in Bold Checkout for more information on creating discount codes in Bold Checkout.

When a customer places an order on your store through Bold Checkout, a customer will be created by the app on commercetools.

The payment credentials that are used in the checkout by the customer will be stored using an encryption in Bold Checkout. The payment credentials can be managed within the Bold Checkout admin under Customers:

Select Customers

Please visit Using & Managing Customer Accounts with Bold Checkout for more information on managing your customers within Bold Checkout.

When a customer reaches the Bold checkout, adds a name or email address and then closes the checkout, the customer's abandoned checkout will be recorded in Bold Checkout under Orders > Abandoned carts. Other email notifications, including Order Confirmations, are handled through commercetools.

Select Orders, then Abandoned carts

Please visit Reports & Analytics in Bold Checkout for more information on the abandoned cart reporting feature with Bold Checkout.

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