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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.

In addition, with the checkout with consents, OroCommerce storefront customer users can be restricted from proceeding to the checkout 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: 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.

Step 2: 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 3: 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.

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

Step 4: 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 5: 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.

    ../../../_images/EditInfo.png

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/SinglePageCheckout.png

Step 1: Billing Information

../../../_images/SPCBillingInfo.png
  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

../../../_images/SPCShippingInfo.png
  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.

../../../_images/SPCOrderSummary.png
  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. 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

Checkout with Consents

OroCommerce storefront customer users can manage the consents applicable to them, and can be restricted from proceeding to the checkout unless mandatory consents are accepted.

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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