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Checkout with Consents Workflow

Overview

The Checkout with Consents workflow restricts customer users from proceeding through the checkout if mandatory consents to process personal data have not been accepted. It is a system workflow that defines the sequence of steps and transitions that a customer user goes through when creating an order in the storefront. When Checkout with Consents is activated, the default checkout workflow is disabled.

As opposed to the standard checkout workflow, the checkout with consents adds Agreements as the first step of the checkout in the OroCommerce storefront. As it is impossible to process orders without collecting personal data, such as shipping or billing details, accepting mandatory consents is required to complete checkout and ultimately place the order. When mandatory consents have already been accepted previously (e.g. in the buyer’s account, for example), you are not asked to accept such agreements for the second time.

Note

Keep in mind that if you accept a mandatory consent at the Agreements step and then abandon the checkout, the mandatory consents are considered accepted and can only be declined through the buyer’s profile account.

Activate Checkout with Consents

By default, the Checkout with Consents workflow is disabled in the OroCommerce application, and can be activated for the storefront through the management console.

To reach the workflow:

  1. Navigate to System > Workflows in the main menu.

  2. Click Checkout with Consents to open the flow.

    Checkout with consents workflow in the table of all workflows

On the Checkout with Consents workflow page, you can perform the following actions:

  • Deactivate the workflow – click Deactivate to deactivate the workflow.
  • Activate the workflow – click Activate to activate the workflow.
The page of the checkout with consents workflow

On the page of all workflows, you can perform the following actions to the Checkout with Consents workflow:

  • View the workflow:
  • Deactivate / Activate the workflow: /
View, activate or deactivate the checkout with consents workflow from the table of all workflows

Note

Keep in mind that when you activate the Checkout with Consents workflow, the default checkout workflow is disabled automatically.

When you activate the checkout with consents workflow, a pop up informs that the default workflow will be disabled

Sample Flow

As an illustration, we are going to proceed through the steps of the Checkout with Consents workflow to see how it works.

Several items have been added to a shopping list in the OroCommerce storefront. To proceed to the checkout, click Create Order on the bottom right of the shopping list page.

Shopping list with option to create order and proceed to checkout

Note

The Create Order button is available if the following conditions are met:

  • At least one shipping method is available
  • At least one payment method is available
  • There is at least one product with a price in the shopping list
  • Items to be purchased are available in the inventory in the management console

A warning message is shown if for some reason you are unable to start the checkout process.

Step 1: Agreements

At the Agreements step, you are required to accept all mandatory consents to process your personal data, if such consents have not been accepted previously. Keep in mind that if you leave the checkout after accepting a mandatory consent, this consent is considered accepted and can be revoked only through the profile management.

The first step of the checkout is agreements where you are required to accept any available mandatory consents Accept a mandatory consent on the agreements step at checkout

Once the consent is accepted, click Continue to proceed with the checkout.

Step 2: Billing Information

The checkout is now open. The next step is to enter billing information for the order by selecting an existing address from the address book, or creating a new one.

Checking Ship to this address allows you to use the provided billing address as shipping.

Clicking Continue redirects you to the next step.

Note

You can edit the already provided information (until the order is submitted) by clicking on the left side of the page.

The billing information step at the checkout (with consents)

Step 3: Shipping Information

If the Ship to this address box has been checked at the Billing Information step, the provided address is automatically selected at the Shipping Information step.

To edit shipping information, clear the Use billing address box and provide a different shipping address for the order.

Step 4: Shipping Method

Provide a shipping method by selecting one from the list of the available methods.

The shipping method step at the checkout (with consents)

Step 5: Payment

Choose a suitable payment method by selecting it from the list of all available methods.

The payment method step at the checkout (with consents)

Step 6: Order Review

Once all the necessary information has been provided, you can review the order at the Order Review step:

  • View Options for the order:
    • Do not ship later than
    • PO Number
    • Notes
    • Delete the shopping list
  • Check quantity, price, subtotal, shipping and total cost
  • Edit the Order
  • Edit the already provided information by clicking on the left side of the page

To submit the order, click Submit Order at the bottom of the page.

The order review step at the checkout (with consents)

Once submitted, the order will be received and dealt with by the sales team.

The page of the order in the management console, once the order is submitted

Note

You can view consents available for your specific buyers in the Consents section of their pages in the management console under Customers > Customer Users.

../../../_images/consents_section_customer_user_page.png

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