In-cart checkout settings

In-cart checkout is a checkout page combined with the shopping cart page. In this mode, a customer does not need to follow every checkout step in a pre-defined order, i.e. complete contact data, select a shipping option, select a payment option, and finally confirm an order. With in-cart checkout, all these options are available at once and can be completed or selected on one page in any order.

1. Enable storefront settings

In-cart checkout must be enabled individually for every storefront, in “Storefront → Settings” section.

2. Check your design theme

Find a note in your design theme description that the theme supports in-cart checkout.

If it does not, enable default design for the checkout page—open section “Settings → Checkout → In-cart checkout → [select a storefront]” and click “Enable default design”.

Use available settings to adjust the default design to your website’s general appearance. Even when adjusted, default design of the checkout page may still be different from the way your storefront looks, but at least it can use in-cart checkout mode in this case.

The most important settings have been selected, and your customers can already place orders on the new checkout page. If necessary, change other settings in this section as described below.

3. Configure checkout page

“Cart” block

  • Block name. The in-cart checkout page is divided into 2 columns: a column with the shipping cart contents and a column with checkout parameters. In this field, you can change the default title of the shipping cart column.
  • Empty cart text. If necessary, edit default text which appears in the shopping cart column when it contains no products.
  • SKU selection. Enable to allow shoppers to quickly select another SKU of a product already added to the cart. The SKU selection occurs in a pop-up area displayed on the checkout page.
  • Discout information per product and Total discount information. Select how information about total order discount and discounts per items must be displayed.

“General checkout settings” block

  • Block name. If necessary, edit default title of the checkout column.
  • Store working schedule. Select which working schedule must be applied to this storefront. The selected working schedule defines how shipping time will be calculated for customers’ orders during checkout.

    To use common working schedule set up in “Settings → Working schedule” section, select “Common working schedule”.

    Otherwise, select “Custom working schedule for this storefront”. Change default values in the displayed fields. To increase the total time required to process any order, enter the desired number of hours in field “Business hours required to process an order”.

“Customer” block

  • Block name and text hints. If necessary, edit default title of the block where customers enter their contact data. You can also edit the text hints which are used to invite a customer to log in or to log out before proceeding to the checkout.
  • Customer type. Select the type of customers from which are ready to accept orders: only persons, only companies, or both types.
  • Contact fields. For selected customer types, select available and mark required contact fields. To add more fields to this list, use “Contact fields” section in Settings app.
  • Personal data processing. If necessary, enable elements which will be used by customers to confirm their consent with your privacy policy.

“Shipping” block

With in-cart checkout, only shipping options provided by compatible plugins are displayed to customers.
  • Block name. If necessary, edit default title of the block where customers select a shipping option.
  • Shipping type names. All shipping options in Webasyst are grouped in 3 types—“courier”, “pickup”, “post”. If necessary, change their default names if this should make checkout easier for your customers.
  • Shipping plugins response waiting time. If necessary, change the time, expressed in seconds, during which your online store will be waiting for response from external shipping rate services sent by installed shipping plugins.
  • Shipping options update timeout after locality or ZIP code update. If necessary, change the time, expressed in seconds, which will elapse before the available shipping options are updated after a customer has finished entering or editing their locality name or ZIP code.

    If you specify 0 then the available shipping options will be updated only when a customer clicks anywhere else on the checkout page.
  • Shipping area selection:
    • Default. The available shipping area can be limited by one country or a selected country’s region, or selected region’s specific locality names separated by commas. If you do not specify anything in the shipping area limitation fields, then customers from around the world will be able to place orders in your online store.
    • Minimal. Customers can select from a limited number of shipping areas—countries, regions, or localities. Add any desired shipping areas depending on where your online store delivers orders.

      A country is required to be selected in shipping area properties. If a region or a city name are not specified, they will be requested from a customer.

      If you set up only one shipping area, with country, region, and city specified, then customers will see at once all shipping options available for that area only, without an option to change location.

      If no shipping areas have been set up, customers will have to select a country and a region, and to enter a city name to view available shipping options.
  • Shipping option selection. Define whether customers must be offered to choose a shipping type before they can select a shipping option and whether a pop-up area with an online map must be displayed for them to select an order pickup point.
  • Address fields. Select which address fields must always be requested from customers. If some adddress fields are not necessary for every order, then disable such fields. Should some shipping plugin require additional address data from a customer, it will add missing fields to the checkout page.
  • ZIP code. Enable “Request ZIP code with the city name” to place the ZIP code field next to the city field. If disabled, the ZIP code field is displayed below the list of elements for selecting a shipping type and option. A ZIP code field is displayed if either it is enabled in this block settings or if its value is required by the selected shipping option’s plugin.

    When “Request ZIP code with the city name” option is enabled, a customer must first enter a locality name and a ZIP code and then click a “View shipping options” link to select a shipping option.
    When shipping options are available for selection, a customer can change the preivously entered locality name and ZIP code by clicking the “Change locality or ZIP code” link or one of those fields directly.
  • Personal data processing. If necessary, enable elements which will be used by customers to confirm their consent with your privacy policy.

“Payment” block

  • Block name. If necessary, edit default title of the block where customers select a payment option.

You might want to use specialliy adapted icons for payment methods. Specify the URL of an icon in payment method’s settings.

“Confirmation” block

  • Comment to the order. Enable for customers to be able to leave comments before confirming their orders. You will their comments on the order-viewing page in the backend.
  • Terms of service.Enable for your customers to confirm their consent with your store’s terms of service before completing an order. Enter an arbitrary text in the provided field or edit default template’s text.
  • Unauthorized checkout with existing customer profiles. Select how profiles of unauthorized customers must be managed with every new order:
    • Create new customer profile for every guest order
    • Add an order to existing customer profile with the same phone number or email address
  • “Thank you” page title and “Thank you” page text. If necessary, edit default title and text of the page which is displayed upon checkout completion.

Customer profiles updating & auto-signup

When a customer enters their email address or phone number during checkout, it might happen sometimes that a customer enters the data already contained in an existing customer profile, either registered or non-registered. To ensure that such ambiguous cases are resolved automatically and exactly as you prefer, you need to select how the store should act when they occur.

For instance, you may select that a new customer profile is created for every guest shopper. This will make customers’ lives easier because the online store will not warn them of their attempts to use occupied email address and wil silently create a new customer profile. However, in this case it will probably be not to convenient for you to track repeating orders from such customers because of a large number of such duplicate profiles. Customers, too, will find it difficult to look up their ordering history should they ever need to do so.

You may the opposite, i.e. make the verification harder and not allow to enter email addresses and phone numbers occupied by existing customers. To confirm that they are your registered customers, they will need to copy a confirmation code from an email or SMS notification. In this case the checkout convenience will suffer a little for customers will need to confirm their status. But the advantage of this kind of setting would be that all customer orders will be stored within one profile and would be easily accessible both to you and your customer.

You need to try and guess the best balance for your online store by choosing which is more important—easier checkout or better order in customer profiles. To do so, select one of the 3 available options for “Customer profiles updating & auto-signup” setting:

  • Create a new customer profile for every guest order.
  • Add an order to existing customer profile with the same email address or phone number.
  • Checkout with mandatory email address or phone number confirmation. This option will work only if the email address or phone number field is marked as required.

Order shipping time calculation

The order shipping time is calculated from several values and may also depend on the functionality of a shipping plugin corresponding to the shipping option selected by a customer during checkout.

Below is described of how order shipping time is calculated on the example of “Pickup point” plugin:

  1. Order ready time based on the time specified in “Orders for processing” column of the online store’s working schedule, either the common one or an individual one for a storefront with in-cart checkout setup. If an order is placed after that time during a workday or during a day off, then the order ready time starts at the beginning of the next workday. Otherwise the order ready time is equal to the order placement time. This is the initital value on which further calculation of order pickup time is based.
  2. Business hours required to process an order specified in online store settings’ “Working schedule” section. This value is added to the order ready time.
  3. Additional order picking time specified in hours in shipping method’s settings. This value is added to the order ready time.
  4. Order shipping time to pickup point specified in hours in shipping method’s settings. This value is added to the order ready time. This setting is specific for “Pickup point” plugin. Other shipping plugins may have other similar settings.
  5. Pickup point working schedule including the “Orders for pickup” values specified in shipping method’s settings. If the calculated order ready time is greater than the hour specified in “Orders for pickup” for current workday or falls on a day off, then the next workday is checked in online store’s and shipping method’s working schedule settings. Extra workdays and days off are checked, too, if set up. This setting is specific for “Pickup point” plugin. Other shipping plugins may have other similar settings.

A customer is shown the final calculated order ready time for the nearest workday corresponding to the online store’s and shipping method settings.

0 comments

    Add comment

    To add a comment please sign up or login