When the web user clicks Next from step 2 of the checkout process, he/she is taken to step 3 of the checkout process. Step 3 of the checkout process collects payment information from the web user for his/her order. After completing the checkout process, the Thank You page displays.
Step 3 of the checkout process allows web users to:
· Select a saved credit card for payment
· Add a new credit card for payment
· Remove a product that is no longer available
The
Billing Address and Shipping Address that display are based on the selection
from the Address
Information step and CANNOT be changed from this step in the process.
If necessary, the web user can click Previous
to return to the previous steps.
Payment
options are suppressed, as highlighted below, if the web user completed
the checkout process for a "free" product.
From the buy box, the web user can choose to change his/her shipping preference before completing the order, as shown below.
If a ship-via is defined at the product level, that ship-via will default into the Select Shipping Preference drop-down. If there is more than one product in the shopping cart with a ship-via defined OR none of the products have a ship-via defined at the product level, the system will select the default defined at the org unit level. For more information, please see Defining Organization Unit Shipping Details. Please note that the selected ship-via code must also be web-enabled in order for it to display on the web.
As of 7.5.2, an additional filter has been added to the logic for displaying shipping options based on the ship-to address on the order. If the International Only checkbox is checked on the Shipping Charges Maintenance screen for the "[ALL]" country and if the ship-to address country is NOT present in ORD_DOMESTIC_SHIP_COUNTRY table then the system will display ship-via codes setup for that country and for [ALL]. If the International Only checkbox is checked for the "[ALL]" country and if the ship-to address country is present in ORD_DOMESTIC_SHIP_COUNTRY table then the system will display ship-via codes setup only for that country. If the International Only checkbox is NOT checked for the "[ALL]" country, the system will display all ship-via codes setup for that country and for [ALL].
As of 7.5.2, if the order qualifies for free shipping, the free shipping option will automatically be selected in the Select Shipping Preference drop-down, as shown below. Please note that this text is defined on the Free Shipping Org Unit Defaults screen. For more information, please see Defining Free Shipping Org Unit Defaults.
As of 7.5.2, if the checkout control has been configured to allow saved credit cards (via Allow Saved Credit Cards? checkbox in web settings), the "Select a Saved Credit Card" section will display in the Payment step of the checkout process. From here, web users can update the following information on an existing credit card is:
· Name on Card
· Expiration Date
· Security Code
Saved
credit cards can NOT be removed or replaced from the checkout process.
If necessary, web users can navigate to the Saved
Credit Cards control in the profile to do so.
Web users have the option to Add a
New Card from this step in the checkout process, as shown below.
The address information defaults to the web users' primary address, but
they can change it of necessary.
If
the web user checks the Save this Credit
Card Information? checkbox, the credit card will display in the
Saved Credit
Cards control.
eChecks require
US Dollars. If your organization is using multi-currency, eChecks should
NOT be used for portals not using US Dollars as the base currency.
As of 7.5.0, if the open E-commerce batch includes an e-Check (i.e., the eCheck checkbox is checked on the Receipt Types and Cash Accounts screen in Organizational Unit Maintenance) receipt type, the Pay by eCheck option displays. Please note that as of 7.6.0, this section will look differently depending on the payment handler defined for the eCheck receipt type in the E-commerce batch, as Vantiv eCheck processing is now supported. For more information, please see Using eChecks in Personify360.
If the web user clicks What's this
from the Bank Routing Number or Bank Account Number fields, the ECheck
Information window displays, as shown below.
As of 7.6.1, if the open E-commerce batch includes a PayPal (i.e., the PayPal checkbox is checked on the Receipt Types and Cash Accounts screen in Organizational Unit Maintenance) receipt type, the Pay with PayPal option displays, as shown below.
Please note that PayPal will not be presented to the web user as an available payment method if any of the following conditions exist:
An item in the cart is an INV product on back-order
An item in the cart is an INV product that is on pre-order
An item in the cart is a DCD/ECD product that is on pre-order (new functionality as of 7.6.1)
An item in the cart is a FND pledge product
An item in the cart is a FND recurring gift product
The auto-renew to credit card option is selected in the membership join workflow
When the web user opts to make a payment by PayPal, the system will present the web user with a PayPal login screen so the web user can enter their PayPal username and password. When the web user then clicks “Continue” on the PayPal screen, the system will return the web user to the organization’s payment page and PayPal will return the following information:
Token
PayPal Payor ID
PayPal Txn ID
With this information, the system then gets an authorization for the payment from the payment handler, which is stored in Ccp_Req_Ans in a PRE-SALE or PRE-AUTH record along with the PayPal information. CCP610 will then settle the PRE-SALE authorization.
If the "Bill Primary Employer" checkbox is checked in the back office, the Bill My Primary Employer option will display to the web user, as shown below. For more information, please see the Bill My Primary Employer section of the back office settings.
If web user unchecks this checkbox, the billing address changes from the company’s to his/her primary address. If your web user wants the bill to go to a different address than his/her own, he/she must go back to step 1. Here, the web user can add a new address, but he/she cannot choose from a list of his/her own addresses.
Bill-me later has very specific requirements in order for web users
to defer payment until a later date. For more information on the setup
that must be completed in order for web users to be able to select the
bill-me later option, please see the Bill-Me
Later Overview.
Web users can select to remove or back order products that are no longer
available from his/her order, as shown below.
