Open topic with navigation

Checkout Process

The checkout process involves a number of steps that enable a final purchase:

• Account sign-in and customer verification

• Creating an account for full checkout

• Using Express Checkout (guest; no account needed)

• Selecting or changing payment method

• Selecting or changing shipping method

• Changing the ship-to address in the address book, adding a new address, or splitting the order to go to two separate addresses

• Verification of payment.

• Sending email notification of purchase

Generally customers manage all aspects of this process themselves, but Customer Services Representatives can also aid customers with the process (see the next section for details).

Customer Service and Order Management

iAPPS Commerce Order Management features allow a customer service representative (CSR) to help customers efficiently place orders, and to quickly solve customer problems in real-time.

Site Customer Representatives can access any and all data associated with a user. Everything the customer might do on the store front-end Site is replicated here.

Customer Service Management handles exceptions when customers are communicating directly with a store CSR. This means that Customer Management and Order Management are closely integrated for solving customer problems.

During the checkout process, the CSR can access and manage the following information to complete the transaction:

• All personal information

• Reset password

• Payment methods

• Change the payment method and/or create new payment method

• Split the order to different shipping addresses with different payment methods

• Shipping methods and addresses

• Split the order to different shipping addresses

• Split the quantity to different shipping addresses

• Change the shipping address and/or create new shipping address

• Change the shipping method

• Previous and pending orders and change order status

• Delete a product

• Add a product

• Change the product quantity

• Live and abandoned Shopping Carts

• Active and inactive coupons

• Change an applied promotion or coupon

A store can have an infinite number of orders; so iAPPS Commerce provides an efficient searching interface to quickly access archived order data. See "Managing Customers" for more information

Account Sign-In Process

The iAPPS Commerce account sign-in process allows registered customers to complete a purchase.

When a customer clicks the “Checkout” after reviewing their Shopping Cart, iAPPS Commerce displays the My Account page.

• If registered, the customer can enter their email address and password in the Registered Customers section.

• Upon sign-in, the customer can view his/her account information and apply saved information to the current order; for example, shipping information and stored credit card information.

Creating an Account for Full Checkout

When a customer wants to check out but has not yet created an account, iAPPS Commerce presents two options:

• Create an account for Full Checkout

• Use Express Checkout (see next section)

Full Checkout requires the customer to fill out all of the information in the New Customer fields:

• First Name

• Last Name

• Address

• Phone

• Email

• Password (configurable based on site setup but generally 6-10 alphanumeric characters)

Clicking “Create Account” transitions the customer from a visitor to a registered eCommerce user. They can return to the site by entering their credentials, and also manage information in the account; including order history.

Using Express Checkout

Express Checkout is designed for the shopper who does not want to create a customer profile and become a registered user. They simply enter a valid email address and proceed to checkout.

With Express Checkout, payment and shipping information will not be retained. However, customers still receive order confirmation and order status information through email. They can also track previous purchases using the email address entered for Express Checkout.