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Understand the Checkout Process

Once the products for purchase and their quantity have been selected, both registered and guest customers have to go through a series of steps to submit the order.

In the Oro storefront, the checkout can be multi page or single page. Although the checkout steps themselves are the same, the way they are displayed is different. For the multi page checkout, each step is displayed on a new page. For the single page checkout, all steps fit one page.

OroCommerce storefront customer users can be restricted from submitting an order unless mandatory consents are accepted at the Agreements step of the checkout.

Learn more about the checkout process in OroCommerce in the following topics:

Multi Page Checkout

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

Step 2: Billing Information

  1. Enter billing information for the order by selecting an existing address from the address book, or creating a new one.
  2. If you wish to use the provided billing address for shipping, select the Ship to this address check box.
  3. Click Continue to proceed to the next step.
The billing information step at the checkout (with consents)

Step 3: Shipping Information

Note

If the Ship to this address check box has been selected in the Billing Information step, this step will be skipped.

  1. Enter shipping information for the order by selecting an existing address from the address book, or creating a new one.

    If the Ship to this address check box has been checked in the Billing Information step, the provided address will be automatically selected in the Shipping Information step.

    To use billing information for shipping, select the Use billing address check box.

    ../../../_images/UseBillingAddressBox.png
  2. Click Continue to proceed to the next step.

Step 4: Shipping Method

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

    ../../../_images/Shipping_Info.png

    Note

    If shipping discounts apply to the order, this will be displayed in the totals.

  2. Click Continue to proceed to the next step.

Step 5: Payment

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

    ../../../_images/Payment.png
  2. Click Continue to proceed to the next step.

Step 6: Order Review

  1. Once all the necessary information has been provided, review the order details.

Important

Check SKUs, quantities, price, subtotal, shipping and total cost.

If not all of the items are visible, click Show Less Items on the bottom right of the item list.

Tip

You can edit the order content if required. To do this, click on the top right of the item list. The shopping list page will open. Make the required changes and then click Create Order. You will be redirected back to the order you have been submitting.

  1. If required, provide additional order options:

    • Do not ship later than — Click the field to select the date on which the order expires.
    • PO Number — Enter the purchase order number for reference.
    • Notes — Provide any additional information regarding the order.
    • Delete this shopping list after submitting order — Select this check box to remove the shopping list after the order is completed.
  2. To submit the order, click Submit Order at the bottom of the page.

    ../../../_images/Order_Review.png

Tip

Until you have submitted the order, you can return back and edit any step using the step list on the left of the page:

  • Click the step that you want to return to. In this case, all the changes made at the later steps will be lost.
  • Click next to the step that you want to edit. In this case, all the changes made at the later steps will be preserved.

Tip

It is also possible to amend the order content until the order is submitted. To do this, click Edit Order in the right corner of the Order Summary section available at the bottom in the Billing Information, Shipping Information, Shipping Method, and Payment steps.

../../../_images/Checkout_BilInfo.png

Single Page Checkout

In the single page checkout, you can see how far along in the checkout you are, and how many fields are left to complete it. All checkout steps are displayed on a single page.

../../../_images/SampleFlow2.png

Step 1: Billing Information

  1. Enter billing information for the order by selecting an existing address from the address book, or creating a new one.

    Selecting the Ship to this address check box will allow you to use the provided billing address for shipping.

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

Step 2: Shipping Information

  1. If the Ship to this address check box has been checked in the Billing Information step, the provided address will be automatically used at the Shipping Information step.

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

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

  3. Set the Do Not Ship Later Than date, if applicable.

Step 3: Order Summary

Once all the necessary information has been provided, it is possible to review the order in the Order Summary section.

  1. Check the item SKUs, quantity, price and the subtotal amount.
  2. Check and/or edit Order Options (PO number and notes).
  3. Select the Delete this shopping list after submitting order check box to delete the shopping list after submitting the order.
  4. Edit the already provided information by clicking on the right side of the section.
  5. 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.
  6. Submit the order by clicking Submit Order on the bottom of the checkout page.

Guest Checkout

In the Oro storefront, guest customers can place orders similarly to registered users. They are, however, limited to just one shopping list.

Unauthenticated customers can proceed to the checkout through:

  • Guest Quick Order Forms
  • Guest Shopping Lists

At the checkout, guest customers can:

  • Login if they have forgotten to do this before placing items in the shopping list.
  • Create an account.
  • Register during order review by providing only their email address and the password for the account. Neither the order nor the shopping list is lost in this case.

Note

For the illustration of guest checkout, see the Sample Guest Checkout topic.

Promotions at Checkout

At checkout, customers can redeem coupons that are connected to specific promotions. Depending on the promotion type, customers can apply one or several coupons to the current order.

To redeem a coupon:

  1. Click I have a Coupon Code on the bottom left of the Order Summary section at the checkout.

    ../../../_images/CouponCodeCheckout.png
  2. Enter the coupon code.

    ../../../_images/CouponCodeCheckout2.png
  3. Click Apply.

This way you can apply as many coupons as the conditions of the active promotions allow.

Note

To delete the coupon code, click Delete next to the code.

In addition, any discounts applied to the order will be displayed in the Total section of the Order Summary.

../../../_images/CouponCodeCheckout3.png

Related Topics

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