Handshake’s checkout launches on November 17, and there are six key settings to test to be able to take retailers’ wholesale orders.
Getting set for orders
1. Verify your retailer location and forex
Double test that your retailer tackle is within the US, and that your retailer forex is about to US Greenback (USD). Go to Settings > Common in your Shopify admin.
2. Verify you’re arrange for direct funds
For now, retailers can solely pay for his or her Handshake orders with a bank card. Which means you must have a direct fee supplier built-in. Handshake is just not at present supporting any exterior fee suppliers.
3. Polish your product pricing
Each product on the market in your Handshake wholesale channel will need to have:
All of those particulars present as much as the retailer after they’re shopping your merchandise. Get assist pricing and managing your merchandise.
4. Set your transport charges
Handshake’s checkout defaults to the transport charges set in your Shopify admin. So if you’d like your wholesale transport charges to be completely different out of your retail transport charges, select considered one of 4 setup choices:
- Set conditional transport charges based mostly on wholesale order worth
- Create customized transport profiles in your wholesale merchandise
- Use a transport app to create customized charges
- Cost for transport after an order is positioned
5. Add your transport and returns coverage
Retailers will see a clickable Delivery & Returns hyperlink in your model profile, and beneath each product description (see photograph beneath). So let your prospects learn about how and whenever you dispatch orders.
Go to Handshake > Preferences and add as a lot element as you may about your order processing and transport occasions, returns course of, and refund coverage. And add point out of any additional prices a retailer may incur after they place an order with you, corresponding to transport, or taxes.
6. Monitoring stock
Handshake merchandise comply with the stock guidelines you’ve set in Shopify admin. If stock monitoring is enabled in your retailer, merchandise can solely promote if in case you have adequate inventory to meet the order. Or in case you’ve set your merchandise to “proceed promoting when out of inventory.”
When the orders are available in
Discovering and fulfilling orders
As soon as Handshake orders begin coming in, you’ll discover them precisely the place you’d discover different orders – in Orders in your Shopify admin. To filter so that you’re solely seeing your Handshake orders, choose Extra filters > Gross sales channel, and test Handshake.
While you fulfill a Handshake order, an order achievement e-mail is shipped to your buyer from Handshake. It doesn’t use the template in your notification settings. It’s a separate Handshake e-mail template which incorporates monitoring numbers and transport service particulars.
The order affirmation e-mail might be despatched to your buyer even in case you deselect “Ship cargo particulars to your buyer.”
See Fulfilling your personal orders in our Assist Middle for extra order achievement suggestions.
Enhancing orders
Enhancing Handshake orders usually mimics the way you’d edit common orders you’re receiving. You’ll be able to add new merchandise, take away merchandise, and add customized fees corresponding to transport or taxes.
To alter the amount of a product, first take away the product after which add it again to the order. Then, you may regulate the amount and apply a reduction. For extra details about tips on how to edit orders, see Enhancing orders in our Assist Middle.
An e-mail might be routinely despatched to your retail buyer whenever you edit their Handshake order, to allow them to know you up to date it. It’ll verify the merchandise included within the new order, however gained’t point out which merchandise have been edited or eliminated.
An instance order replace e-mail, despatched to your buyer.
Canceling and refunding orders
Handshake is an open market the place each registered retailer can place orders with any provider. You do have full management over who carries your merchandise although, and in case you really feel strongly {that a} retailer isn’t match in your model, you may select to cancel an order.
Learn extra about Canceling and refunding orders in our Assist Middle.
Charging tax
All orders on Handshake are tax-free as normal. After a buyer locations an order, and earlier than the order is fulfilled, you may add customized fees, corresponding to taxes, in your buyer to approve and pay.
See our step-by-step information to charging customized tax.
We cowl all these Handshake setup steps intimately in our Assist Middle, so head there and have a learn. And in case you want a hand with something, our staff’s right here that can assist you get arrange for fulfillment. E mail us on [email protected]. Blissful promoting!
