Guest Order Checkout-Submission Content Managed Webpage Area Login

Contents

  1. Prerequisites
  2. Area Overview
  3. Area Formats
  4. Area Settings
  5. Dependent Configurations
  6. Recomendations

This document describes how a Guest Order Checkout/Submission area works when being displayed on a content managed web page within the TOTECS platform. This area is used to allow users who have not registered before or logged in to the TOTECS project to submit an order containing the products that they added to their shopping basket. Using this area it can reduce the number of steps required for new customers to start submitting orders.

Prerequisites

Please ensure that you have read and understand the following topic links before reading on.

Area Overview

The Guest Order Checkout/Submission area allows guest users who have not registered, or logged in to the TOTECS project to have the ability to create, and submit an order containing products that the user had added to their basket.

The order checkout process is broken up into a number of steps, these are:

  1. The user enters their personal details and preferences for the order.
  2. [optional] The user is redirected to PayPal's website if the user chose to pay for the order using PayPal.
  3. The user reviews the purchase order and confirms the terms and conditions of ordering.
  4. [optional] The user fills out credit card payment form if the credit card payment method chosen from the first step.
  5. The user submits the order, which is then marked as unprocessed and an email confirmation is sent to their Email address, as well as an administrator's Email address. Additionally the order is attempted to be sent to the Accounting/Enterprise Resource Planning(ERP) system if possible.
  6. The user sees an order confirmation, notifying that the order has been successfully processed.
  7. [optional] The user views the order confirmation sent to their Email inbox.

For each of these steps there are a number of formats that are used to tailor the layout and stlying of each screen. For each step the area will dynamically redraw itself with the next order screen displaying the relevant formats.

When guest users checkout, they must supply details of their delivery address, as well as a contact name and Email address. They can optionally set details of their billing address, or choose to use the delivery address for the billing address. Additionally the area requires them to to fill out a reCAPTCHA form to ensure that the user is a real person and not an automated peice of computer software.

This area handles the ordering process very similar to the Order Checkout/Submission content managed web page area, except with that area requiring users to have already been logged in before being able to use it to submit orders.

Area Formats

The area contains the following formats:

Guest Order Details Form

This format displays once within the area when the web page first loads the area on the page. The format contains hooks that allows the user to fill out their personal details to place in the order, as well as their preferences for the order. It is mandatory for the user to enter all the address fields (except for the fax field) as well as the reCAPTCHA form element.

Order Review

This format displays once within the area after the user has clicked on the "next" link from within the Guest Order Details Form format. The formats displays all the details of the order which allows the user the review and ensure that the order is correct. The details it displays includes the billing address, delivery address, totals, surcharges, taxes, as well as a list of formatted product records.

Order Products Header

This format displays once within the area and is embedded in the Order Review format, placed above the list of product records. It allows the product data to have a heading placed above it or product columns to be set out.

Order Products Footer

This format displays once within the area and is embedded in the Order Review format, placed below the list of product records.

Order Product Record

This format can display zero-to-many times within the area and is embedded in the Order Review format. It displays the details of a single product record, including the product name, description, totals and taxes.

Order Product Deal Record

This format can display zero-to-many times within the area and is embedded in the Order Review format. It displays the details of a single deal that has been applied against a product record. The format displays after its Order Product Record format.

Payment Credit Card Form

This format displays once within the area after the user has clicked the submit button link in the Order Review format, and the user chose the Credit Card payment method within the Guest Order Details Form format. The format displays a form that allows the user to fill in their credit card details to pay for the order.

Payment Direct Deposit Detail

This format displays once within the area and is embedded within the Order Submission Success Message format if the user chose the Direct Deposit payment method within the Guest Order Details Form format. The format displays details of a bank account for which the user can bank transfer money into, to pay for the order.

Order Submission Failure Message

This format displays once within the area after the user clicks the Submit button link from the Order Review format or Payment Credit Card Form. The format is used to display a message to the user if the order could not be sucessfully submitted. A number reasons can cause the format to display, including: a server error occurred while trying to update the order status, the paypal payment could not be processed, the user's session has terminated.

Order Submission Success Message

This format displays once within the area after the user clicks the Submit button link from the Order Review format or Payment Credit Card Form. The format is used to display a message to the user if the order was sucessfully submitted. The format can be used to display credit card payment receipt number, or direct deposit bank account details. The format can also be used to aid directing the user back to main web site, or to access their order history.

Layout of Formats:

Step 1: Order Details:

Order Review Format

Step 3: Order Review:

Order Review Format

Order Products Header Format
Order Product Record Format
Order Product Record Format
Order Product Deal Record Format
Order Products Footer Format

Embedded Order Product Record Formats: 0 to Many

Embedded Order Product Deal Record: 0 to 1 per Order Product Record format

Step 4: Credit Card Payment Form

Paymemt Credit Card Payment Form Format

Step 6: Order Submission Success

Order Submission Success Format

Payment Direct Deposit Detail Format

Embedded Payment Direct Deposit Detail Format: 0 to 1

Step 6: Order Submission Failure

Order Submission Failure Format

Area Settings

Below are the following settings that can be configured through the area's editor when modifying the area in the Web Page Editor, within the Administration Centre.

Setting Label Description
Print Button To Target Page: The web page that users will be redirected to if they click on an element embedded in Order Submission Success Message format using the print hook.
Order Result Link To Target Page: The web page that users will be redirected to if they click on an element embedded in Order Submission Success Message format using the order result hook. This can set a link to a web page such as the user's order history, or a home page.
Details Back Link To Target Page: The web page that users will be redirected to if they click on an element embedded in the Guest Order Details Form that contains the back hook. This can be used to redirect users back to a basket summary web page.

Dependent Configurations

In order for the the area to display the following configurations are required to be set up:

  • The Guest Checkout/Submission feature must be turned on for the area to display.
  • The Guest user must be assigned to a facility permission role that has the Submit Order permission set to Allow.
  • The area must be created on a secure content managed web page to ensure that the users details and/or credit card information are kept safe when being transferred to the server.
  • The area requires the use of google's reCAPTCHA software. A google account must be set up and reCAPTCHA keys generated for the given website domain that the area displays within. Once the account and keys have been generated, they need to be entered in the Website Settings interface, from within the Administration Centre, in the Websites interface, click on the Website Settings link. The same reCAPTCHA settings are used for both this area and in the Enquiry Form content managed web page areas in the TOTECS project.
  • To allow guest users to choose the credit card payment method to pay for the order, the customer account assigned to the guest user must have the credit card payment method allowed for the account. Additionally a merchant bank account must be set up. Lastly the credit card settings must have been configured within the Payment settings interface from the Online Store menu in the Administration Centre.
  • To allow guest users to choose the direct deposit payment method to pay for the order, the customer account assigned to the guest user must have the direct deposit payment method allowed for the account. Additionally the direct deposit bank account settings must have been configured within the Direct Deposit settings interface from the Online Store menu in the Administration Centre.
  • To allow guest users to choose the PayPal payment method to pay for the order, the customer account assigned to the guest user must have the paypal payment method allowed for the account. Additionally an account must be set up with PayPal. Lastly the PayPal settings must have been configured within the Payment settings interface from the Online Store menu in the Administration Centre.

Recomendations

  • Set up the Guest Order Checkout/Submission area on a content managed web page that is linked from a Basket Product Details area on another web page. The Basket Product Details area contains a setting labelled "Checkout link to target guest order submission page" which allows you to specify the web page containing the Guest Order Checkout/Submission area. When a guest user clicks on the Checkout link in the Basket Product Details area it will correctly link the guest user to the guest order page.
  • In the Guest Order Details Form you may not wish for the user to fill all the fields, including the mandatory fields such as the billing address fields. To get around this restriction wrap these mandatory hooks with HTML div elements that contain a CSS style set to display:none. Even though the user must enter all the delivery address fields, you can use this trick to hide the billing address fields, or other fields such as payment method, purchase order number or carrier, and rely on the defaults that those fields are first set as.
  • Consider placing the User Login area on the same content managed web page as the Guest Order Checkout/Submission area to give the user the option to login if they have already registered previously.
  • Consider adding a link to a registration web page within the Order Submission Success Message format to allow the user to register after they have submitted the order. The User Registration area will prefill its fields with the billing details associated with the guest user's last submitted order.
  • Consider adding a link in the Order Submission Success Message to a web page containing a User Details/Favourites/Orders content managed web page area. The area has the ability to show the last order submitted by the guest user which allows them to view the order details at any later stage (until their session expires or they try to create another order).
  • Assign the {GUEST} user to a customer account that only allows payment methods such as Credit Card or Paypal to be used to pay for the order. This will ensure that the money for the order is paid first before the goods are dispatched and delivered.
  • Set up regions in a content managed website if you wish to restrict guest users from certain geographic locations from being able to order. When a region is created a guest user is also created for it. Assign the region's guest user to a customer account and facility permission role to deny or restrict ordering, its options, as well as product prices. Contact us if you wish to set up rules that direct users in specific ranges of IP addresses to specific regions.