Checkout Procedure

 

After clicking "Checkout" in the Shopping Cart, there are 4 steps to complete checkout.

Note that if a user selects "Express Checkout", they will be directed to "Set Checkout Defaults" if the defaults are not set. If defaults are set, that user would be skipped past the first two steps of checkout and sent to step 3, Checkout Review. The checkout system applies the user's default Ship To address, shipping method, and payment method. 

Step 1 - Shipping Address

The "Shipping" section is displayed first.

  1. This box is populated by Ship To addresses associated with the user's Customer Code in your ERP system.
  2. The user can use this search box to filter through multiple Ship To addresses. They can search Ship To names, addresses, cities, states, and Zip Codes.
  3. If your site allows it, the user can manually enter an address here. This address will import as part of the single order, but it WILL NOT be saved as a new Ship To for the given customer in your ERP system. The addresses entered here are viewable in the User Entered Addresses report in Admin > Stats. From there, you can download an Excel sheet containing all manually entered addresses and enter them into your ERP system if you wish. See the note below for more information.
  4. If you allow users to save manually entered addresses, "Personal Addresses" will display those saved addresses in the list of available addresses here.
  5. Click "See Shipping Options" to go on to the next section of the checkout process after a Ship To has been selected.

A note about manual addresses: On the Order Detail page, you'll see a blank Ship To ID. On the ERP imported order, you'll see the customer's default Ship To ID, but the actual Ship To information will be overwritten by the address the user entered here.  To override the use of the customer's default Ship To ID on manually entered addresses, use the Customer Address Ship To Overrides tool.

Enter a Manual Address

If the user has access to enter Manual Addresses, their interface for doing so will look like this.

NOTE: "Save as Personal Address" saves the address to the user's "Manage Addresses" tool when the checkout is completed. "Request Address for Account" sends a notification to a site Admin, requesting the address be entered as a recurring address in your ERP system (This notification is sent when the checkout session is completed). Neither of these options are available to Guest (non-logged in) users.

Step 2 - Shipping Options

  1. The user must pick the Address Type: Commercial or Residential.
  2. The user must select a Delivery Method from your site's list of available options. If Will Call is selected, the user will be prompted to select a Pickup Location from a list of locations provided by your Inventory/Pickup Locations tool. In that screen, you can set each location as offering Pickup or not. Below, the user has the option to enter any special shipping instructions.
  3. The user can enter a PO number for the order here. By default, if the Customer Code attached to the user requires a PO in your ERP system, they will have to enter a PO here. However, that can be altered site wide, causing all users to enter a PO or no users to enter a PO.
  4. Click "Continue to Payment" to go on to the next section of the checkout process.

Step 3 - Payment

  1. From here, the user must select a payment method offered by your website.
  2. Click "Review Your Order" to go on to the next section of the checkout process.

Step 4 - Checkout Review

Users who use Express Checkout will be dropped on this page after skipping the first 2 steps. This page allows the user to review all aspects of the order before finalizing the order.

  1. Displays the selected Ship To address
  2. Displays Payment Method
  3. Displays information about each line item from the order.
  4. Displays the cart summary including Shipping and Sales Tax estimates.  ***A note about Sales Tax estimates: this value does not import to your ERP system. The ERP system calculates Sales Tax on its own. The amounts shown on the website are for the user's reference, and for credit card authorizations.
  5. Click "Submit Order" to move on to the "Order Confirmation" page.

Order Confirmation

This page confirms to the user that the order has been submitted. Following this page, the user receives the Cart Receipt email. The order goes to the Admin section of the website in PENDING status and is then ready for import to your ERP system.

  1. The user can click "Print Order" to get a nicely formatted printable version of this page.
  2. A website Admin and the ordering user will each receive a copy of the Cart Receipt email by default.  On the Checkout Complete page, the user can choose to send a copy of the cart receipt to an additional email address as well.
  3. The user can download an Excel spreadsheet that contains all information associated with this cart.
  4. The user sees their Subtotal and their Estimated Total (which includes estimated shipping and tax).

After this point, the order will be imported to your ERP system, and will be marked either PROCESSED or ABORTED. When that happens, the site Admin will receive a notification of the import, but the ordering user does not receive that notification.