Q: Does anyone know of a way to delay the capture of funds when using a Sales Order - Invoice (& Customer Deposits) model? Problem we are trying to solve: Currently, we use these Sales Order - Invoice transactions in our brick and mortar stores. That allows us to handle transactions with multiple different payment methods and those that have multiple fulfillment locations. However, in that model we capture the funds right away instead of capturing once all the items have fulfilled. For our web orders, however, we use a Sales Order - Cash Sale (auth/capture) approach. We auth upon SO creation and capture once all items have fulfilled. We’re exploring options for simplifying our transaction flow in NS so we can utilize a single transaction type and could use some help determining whether this is a viable option for us and what considerations we need to think about.

For me that example is exactly why you want different transaction Forms. That will allow you manage the timings. Are you also considering the use of Cash Sales for web orders

We already use Sales Orders - Cash Sales for web orders. We were originally thinking of moving web transactions to the Sales Order - Invoices model (that we use in store) but we have concerns with immediate capture for items that have not been fulfilled. Alternatively, we could move our store transactions to the Sales Order - Cash Sales model but we don't currently know of a way to handle for multiple forms of payment on a single transaction using that model.

you are describing two very different business processes with different dynamics. You set the flow on the starting sales orders and then NS transactions will follow that path. I feel it’s a way to achieve consistency. You optimize one flow for the retail business and multiple payments. You optimize the web orders for pre-auth and CS.