Club Orders Management - Declined Credit Cards
Club Order Management
Use the Order Management Workflow training guide for procedures on compliance checks and release to fulfillment.
Managing Declined Orders
You also have tools easily access declined orders from the Club Settlement Transaction Status page
1
Identifying Declined Orders
Option: Send Receipt OR Send Email Campaign
2
Apply a new Credit card to an existing declined order
3
Cancel a Wine Club Order
4
Apply a new Credit Card AND add products to an existing declined order
1
Identifying Declined Orders
- View in the Bulk Auth/Capture Log: Orders > Utilities > Bulk Auth/Capture Log
OR
Run a report:
- Payments > Search: From the Saved Search Templates (lightening bolt) select Declined Credit Cards_No Dates
- You may add dates, make sure you choose Funds Cap
> Show results
Option to send Declined Custom Receipts: Use the action drop-down menu to select > Send Receipts, then select your desired template
OR
Option to send a Campaign: Click Switch Results, choose Customers > Click Save Search, name the group with a specific description to be used for an e-mail campaign.
* Remember to create/use a Declined Order
Magic Link to include in the email campaign!
2
Apply a new Credit card to an existing declined order
- Open the order in Order Detail View
- Click the edit Pencil in the
Payment Information box
- The OpenEdge Pay Form will pop up. Enter new credit card information.
- Click [Update]
This order will be resubmitted for payment during your next Club Batch Settlement attempt
OR
Click on the Dollar icon/Process Order to process immediately
3
Cancel a Wine Club Order
- Open the order in Order Detail View
- Click the red X [Cancel] in Billing Status
- Click [OK] – this changes the Shipping Status to Cancelled also
4
Apply a new Credit Card AND add products to an existing declined order
- Pull the order into the POS: Search > Orders button > enter order number > Search
- Add new products
- Enter new credit card information on payment line
-
NOTE: Double check pricing, discounts, shipping costs and method, and fulfillment location
- Click [Place Order]
