Checkout Tab

The Checkout tab will allow you to manage the settings for the checkout experience your customers have in your store.

Overview

In the Checkout tab, you can manage a number of options regarding the purchase process. If you wish to set up restrictions, such as login requirements, or minimum purchase amounts, you will be able to do so here. Also on this screen, you will create confirmation messages for your customers, you can add order tracking messages, and if your product requires an agreement of terms, that can be added as well.

Steps

Complete the following to access this tab in Web Shop Manager. 

  1. Log into Web Shop Manager
  2. Hover over System
  3. Click on Configuration
  4. Click on the Checkout tab


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Form Fields Defined

Below is a list of each field in the Checkout tab. 

 

Checkout 
Checkout OptionsThis is the checkout method your store will use. Standard checkout is the default. 
New Order NotificationsThe email address(s) entered in this field will receive an email notification each time a new order is placed. If left blank no message is sent. If you want multiple emails to receive a notification seperate email addresses with a comma.
Checkout Requires LoginWhen the Enabled checkbox is selected your customer must create an account in order to checkout. If you enable this feature and save changes the Guest option will be removed from the Default Account field below.
Email Confirmation CheckThe customer must re-enter their email address to confirm they entered it correctly on checkout.
Checkout Terms URL

If you want your customers to view your Terms and Conditions prior to checking out you can specify the URL for that page in this text box. A statement "Please review our Terms and Conditions" will appear on the checkout screen.

When the Required checkbox is selected customers must confirm that they have read the Terms and Conditions page before they can proceed with the checkout. 

QuestionsWhen added open-ended questions will be displayed to your customers on the checkout page. Click the Add Row button to add questions. When the Required checkbox is selected the customer must enter an answer before they can proceed with the checkout. As a best practice we suggest not to have more than 3 required questions.
Checkout Message (Cust. Information)This field offers you the ability to add a message that is displayed in the Address Information section of the checkout screen. By default the message is dispalyed in a green box with dark green text. It is popular to offer special instructions about requirements or restrictions about shipping or delivery of the order. 
Checkout Message (Shipping & Payment)This field offers you the ability to add a message that is displayed in the My Order section of the checkout screen. By default the message is dispalyed in a green box with dark green text. It is popular to offer special instructions about selecting their shipping methods. 

Checkout Message

(Secure Credit Card Information)

This field offers you the ability to ass a message at the Credit/Debit card payment portion of the customer's checkout process.
Checkout Message (Confirmation) This field offers you the ability to add a message that is displayed on the Order Confirmation Screen. By default the message is dispalyed in a blue box with dark blue text. It is popular for providing a special thank you message to your customers or displaying text to encourage return shopping, such as specials or a coupon code towards their next order.
Email MessageThis field offers you the ability to add a message that replaces the system generated message on the customers order confirmation email. It is popular to offer order instructions that are customized to your store or to offer incentives for return shopping. 
Order Tracking This field is only used in conjunction with Conversion Tracking programs such as Google Analytics eCommerce Tracking or Google Adwords. When you use these programs they will you provide you with the code to place on the order confirmation screen. Although they may instruct you to place it at a specified location in the code this field will accomodate that requirement.
Default AccountThis dropdown list allows you to specify which Customer Information is active on the checkout screen when your customer first arrives. If you want to incourage a speedy checkout we recommend selectingGuest. If having customers create accounts for return shopping you may want to consider RegistrationLogin, which is the default, is best used if you have an established customer base. 
Default PaymentThis dropdown list allows you to specify which payment type is active on the checkout screen when your customer first arrives. 
Min. Sale ThresholdThe amount that you enter in this field will be the minimum amount the customer is required to order to proceed to the checkout.
Min. Sale MessageThis field allows you enter the message that is displayed when the customer has not reached the amount you entered in the Min. Sale Threshold field. If no message is entered a default message is used, "Your order must be a minimum of $##.## to checkout."
Checkout ViewThis field allows you to choose one of the following templates, Default or Responsive design.
Calculate Tax before PromotionCalculate sales tax before applying a promotional discount.
Promotion Login Required MessageEnter the message to display to the customer when they use a promotion that requires the customer login. Customer login is required for enforcing promotion restrictions on customer groups and the maximum number of uses. 

Saving

Each time you edit the information on your Site's Configuration, it is important that you click the Save Changes button before navigation to another menu option in Web Shop Manager. Note: you can be on any tab on the System's Configuration screen when you click Save Changes and it will save the changes on all tabs.

Summary

Experimenting wirth the checkout options will provide yet another level of refinement with the purchase experience of your clients. As always, test your settings once they have been saved to ensure that they are to your liking.