Enquiries

Merchants can set specific products to be enquiry only. Rather than paying at checkout, the customer registers their interest and you are notified, so you can contact them and agree the details before any money changes hands.

This suits products that are hard to source, need custom building, require a licence, or where the price depends on what the customer actually needs.

An enquiry can then be converted into an order once you have agreed terms with the customer.

How to Convert an Enquiry into an Order

1. Click on Sales

2. Click on Enquiries

3. Find the enquiry you wish to work on and click on the enquiry number to open it

4. Review what the customer has asked for and contact them to agree the details

5. Click Convert to draft order

6. Update the order with the agreed products, quantities, pricing and shipping

7. Arrange payment with the customer

Once converted, the draft behaves like any other order. You can send the customer a payment link, or take payment yourself. See Create an Order and Order Payments.

Enquiries are listed in the Enquiries Report, which is the quickest way to see what has come in and what has not yet been followed up.