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Order Lifecycle

This page documents the complete lifecycle of a Scottsdale Mint WooCommerce order โ€” from cart through to delivery and beyond.


Order Lifecycle Overviewโ€‹

Customer โ†’ Cart โ†’ Checkout โ†’ [Payment Processing] โ†’ Order Status Changes โ†’ Fulfillment โ†’ Shipping โ†’ Completion

Stage 1: Cart and Checkoutโ€‹

  1. Customer adds products to cart
  2. Cart page:
    • WooCommerce calculates item prices (updated every 60 seconds from NFusion pricing)
    • Applied coupon codes validated
    • Minimum order amounts checked (if configured)
  3. Checkout page:
    • Customer enters shipping address
    • AvaTax calculates tax in real time (AJAX call on address change)
    • Customer selects payment method
    • Kount collects browser fingerprint data for fraud scoring
    • Customer submits order

Stage 2: Fraud Check (Pre-Auth)โ€‹

Before any payment is processed, Kount evaluates the order:

Kount DecisionAction
APPROVEProceed to payment
DECLINEOrder rejected; customer sees error; no payment attempted
REVIEWPayment proceeds but order flagged for manual review

Stage 3: Paymentโ€‹

Depending on the selected payment method, the order enters one of several paths:

Payment MethodInitial StatusNotes
Card (PPCP)wc-processingImmediate authorization + capture
ACHwc-pending-achDebit submitted; 3โ€“5 day settlement
Bank Wirewc-partially-paid5% deposit collected; wire awaited
Cryptowc-pending-cryptoAddress shown; awaiting blockchain confirm

Stage 4: Payment Confirmationโ€‹

Payment MethodConfirmation EventStatus Change
CardImmediate captureโ€” (already wc-processing)
ACHiTransact settlement webhookwc-pending-ach โ†’ wc-processing
Bank WireAdmin manually confirmswc-partially-paid โ†’ wc-processing
CryptoBlockchain confirmations receivedwc-pending-crypto โ†’ wc-processing

Stage 5: KYC (If Required)โ€‹

High-value orders from unverified customers may require KYC identity verification:

  1. Order status set to wc-kyc-pending
  2. Customer receives email with secure document upload link
  3. Compliance team reviews documents
  4. If approved: order โ†’ wc-processing
  5. If rejected: order โ†’ wc-cancelled, payment refunded

Stage 6: Fulfillment (wc-processing)โ€‹

Once an order is in wc-processing:

  1. NFusion Export โ€” Order details synced to NFusion for inventory/fulfillment reporting
  2. ShipStation Export โ€” Order pushed to ShipStation for packing slip and label generation
  3. Inventory Deduction โ€” WooCommerce inventory decremented (if inventory tracking enabled)

The order may also transition to wc-awaiting-shipment as an intermediate status while waiting for physical fulfillment.


Stage 7: Shippingโ€‹

  1. Warehouse team packs the order
  2. FedEx label generated via ShipStation
  3. Package shipped via FedEx (overnight or 2nd day, signature required for precious metals)
  4. ShipStation sends a webhook to WooCommerce with tracking number
  5. WooCommerce order updated with tracking number (by suma-woo-order-tracking plugin)
  6. Customer receives shipping confirmation email with tracking link

Stage 8: Delivery โ†’ Completionโ€‹

  1. Customer receives package
  2. Order automatically completes after delivery (configurable, or admin manual):
    • Status: wc-completed
  3. Yotpo review request email triggered after completion (configurable delay)

Cancellationsโ€‹

Orders can be cancelled:

ScenarioWho CancelsRefund
Customer cancels (before fulfillment)Customer or AdminAutomatic via gateway
Kount fraud declineSystemNo payment taken
ACH return (NSF, invalid acct)System (webhook)Status: wc-payment-declined
Crypto window expiredSystemNo payment taken
KYC rejectedAdminManual refund if deposit taken

Refundsโ€‹

Payment MethodRefund Method
Card (PPCP)Automatic via WooCommerce refund โ†’ PayPal API
ACHManual โ€” via iTransact portal
Bank WireManual โ€” bank-to-bank or check
CryptoManual โ€” admin sends crypto or equivalent USD

EmailTriggerPlugin/Class
Order ConfirmationOrder received\Suma\Emails\OrderConfirmation
Wire InstructionsBank wire order\Suma\Emails\WireInstructions
ACH SubmittedACH order\Suma\Emails\AchPending
KYC RequiredKYC trigger\Suma\Emails\KycRequired
Shipping ConfirmationTracking number added\Suma\Emails\ShippingConfirmation
Order CompleteOrder completedWooCommerce default + Yotpo trigger
Payment DeclinedPayment fail\Suma\Emails\PaymentDeclined

All emails route through Mailgun via WP Mail SMTP.