Check-out, Shipping and Payment Methods

From Opentaps Wiki

Jump to: navigation, search

Contents

Introduction to Checkout Processing

The Web Store Checkout processing steps parallel the processing of Customer Orders in CRM/SFA, and the setup required for both of them is the same. Of course, the purpose of Checkout processing is to create a Web Store Order complete with all the information required to fulfill the order and deliver the goods.

There are actually three Checkout options that Customers can select, one is a full featured Checkout Process offering options that are sometimes needed, and the other two offer simplified checkout that is faster when the additional options are not required.

Checking Out and Creating a Store Order

Checkout processing is supported for both Registered Customers who have a Web Store Login which enables them to enjoy additional support, and for anonymous Customers who must supply enough information to process only their current order.

Identifying the Customer

When the Customer can Login to the Web Store, their Profile information is used to populate the Checkout forms, and the Customer can then edit the entries if needed.

When checking out an anonymous Customer, the Checkout processing will collect their information sufficient to process the current order, and it will not save anything in a Customer Profile. (Customer provided information is stored as part of the Order however.)

For more information about Registered or Anonymous Customers, refer to this section of the User Manual:

* Customer_Registration_or_Anonymous_Shoppers_at_Your_E-commerce_Store

Store Checkout provides forms for entering the name and address of the Customer, or for editing the information as needed.

Verifying or Collecting the Shipping Address

Registered Customer usually have a stored address that is used for shipping, and this address is populated to the Checkout forms. Anonymous Customers supply a shipping address

For information about the information stored in the Profile for Registered Customers refer to this page,

* Setting User Profile

Select a Store Shipping Method

A Shipping Method must be selected in the Checkout process. These are set up in opentaps as described in the following references to the Catalog Manager Application,

* Configure_Shipping_Methods
* Opentaps Shipping Setup

During Checkout the predefined Shipping options for the Store are selected by the Customer.

Identifying the Payment Method(s) for the Order

A Payment Method must be selected in the Checkout process. These are set up in opentaps as described in the following references to the Catalog Manager Application. Note that part of the set up is defining the methods in opentaps, and another part of the set up is obtaining accounts and codes from payment processing services and configuring the information into the appropriate gateway.


* Configure_the_Store_Payment_Processing_Services -- configuring payment processor gateways with your account codes, etc. 

During Checkout the predefined Shipping options for the Store are selected by the Customer.

Using the normal or the Quick Checkout the Customer can select to "Split Payment" by clicking on that button. This means using more than one payment method to cover the cost of an order. The Customer must specify exactly how much should be paid by each Payment Method they choose.


Shopping_Cart_Functionality << Manual Pages >> Configure_the_Store_Payment_Processing_Services

Your_Customer's_Online_Shopping_Experience << Section Pages >> Marketing_Functionality_in_the_Online_Web-Site_Store



© Open Source Strategies, Inc. Development of this documentation site is sponsored by Open Source Strategies, Inc.
Help support opentaps with a subscription to this documentation site.