Orders
See the end-to-end order process.
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See the end-to-end order process.
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Was this helpful?
When a customer is browsing products on your storefront and finds something interesting, they can put it in cart with a standard Add to cart option. When they're done with selecting products, they select the Cart icon to see all the chosen items. It's possible to edit the cart content, add or subtract the product quantities or remove items from the cart before proceeding to checkout.
If a customer knows exactly what they want to buy, they can use the Quick order option. It allows for simple entering a valid product code and it automatically suggests products. Customers can easily populate the rows and create a new blank row underneath. Additionally, they can also add a list of product codes and quantities via a .csv file (download of sample possible). Finally they can add the list of product codes separated by a comma or a carriage return.
Once filled, customers place the items in the cart with the Add to Cart option.
After adding some products to the list and adding them to the cart, the mini-cart opens. In the mini-cart, the customer can see all the added items, it's possible to add or subtract product quantities and delete a line item before proceeding to the next steps.
When a customer is ready to proceed with the purchase, the following options are available:
Go to checkout - to finish the order by registering or logging in
Continue as guest - to process the purchase without the need to register or log in
Go to the cart - to check more details of the products and the order before moving to payment
Choosing this option takes a customer to the login page where they can register or log in to their account using one of the available options.
The checkout process has the following steps:
Details of the shipping information
The shipping details are taken from:
the customer's address book - the default address is selected
the company locations tagged as shipping - if the customer is assigned to the registered company
The taxes are applied according to the shipping location country.
Payment information
The billing addresses are taken from:
the customer's address book
the company locations tagged as billing - if the customer is assigned to the registered company
You can also add a coupon to get a discount.
Review Order
This page shows the order review before the final order confirmation. Clicking the Confirm and Pay button creates an order in Emporix Management Dashboard.
The customer has the option to complete the purchase without the need to register or log in. They can choose Continue as guest.
The checkout has the following steps:
Details of the shipping information
The customer needs to provide their name, contact information, and shipping address. Also, they need to choose one of the available shipping methods.
The email address provided in the shipping information cannot be associated with an existing customer account.
Payment information
The customer chooses the payment method and billing address.
Review Order
The customer reviews all the provided details and if everything is accurate confirms the order and proceeds to the payment by Confirm and Pay.
There is a validation mechanism that runs in the background and checks if the provided email address is already associated with an existing customer. If so, it prevents completing a guest checkout with such an email. The customer has an option to either log in or to provide a different email address.
Successful checkout creates an order in Emporix Management Dashboard.
In the case when a guest customer later wants to return the purchased item, they need to register with the email address provided at checkout and to create a customer account. After logging in, the customer can view the orders under the order history associated with the email.
After the customer submits the order, it is created within the Management Dashboard. The employee can set the status of the order and the storefront is updated accordingly. In a real scenario, the updates are normally integrated from an ERP backend system.
In the Management Dashboard, for the orders that were created by guest users, the Customer # field is marked as Anonymous. If the guest customer later chooses to create an account, the value of the Customer # is replaced with the real customer ID.
Request quote - to send a request for a quote - for more details, see
To learn more about API used in this use case see the and for user guides check the documentation.
