Ch. 032 Shopping Cart Checkout Settings

PRESSERO > *Pressero Documentation Manual

Shopping Cart Checkout Settings

 
This page can be found by going to Site > Settings and finding Checkout on the General tab.
 


Capture Requested Ship Date
A "date picker" option to provide a calendar the customer can use to select the desired shipping date, based on settings you have created for a product when it is In Stock or Out of Stock. See Products > General > In Stock ship days, Out of Stock ship days. These dates are used for both the Requested Ship Date and Projected Ship Date fields found on order reports, and the Checkout page. 
 
Use Default
  • We use the products In stock/Out of Stock days to determine the earliest possible default date that can be selected and display that on the calendar. 
  • The customer can select a later date based on the products in the cart.  
  • The Projected Ship Date will show the same as Requested Ship date.
Do Not Ask 
  • We do not show a calendar in the Shopping Cart. 
  • We do not add a date in the Requested Ship Date field, it shows as null.
  • The Projected Ship Date field will use the In Stock/Out of Stock days based on the items in the order.
Required
  • A calendar will be presented to the customer at checkout and we will not display a default date. 
  • The end user must select a date from the allowed date shown on the calendar.
  • The Projected Ship Date will show the same as Requested Ship date the customer selects.
Optional
  • A calendar will be presented to the customer at checkout and we will not display a default date. 
  • The end user may select one if they wish from the allowed dates based on the products being ordered but it is not necessary that they do so. 
  • If they do not select a date then the Requested ship date field will be null. 
  • If no date is selected by the customer, the Projected Ship Date field will use the In Stock/Out of Stock days and provide that date on the reports, confirmation page, etc.
Allow Guest Checkout
Available only for B2C sites. By choosing this option you will allow buyers to purchase from you without creating an account. At the completion of the checkout process, the site will automatically create an account for the buyer and send an email with the account information. 
 
Please note: if the same buyer attempts to order from you again with the same email address, they will not be able to checkout as a guest again. They will receive a message that tells them that the email address is already in the system. At that time they can either locate the credentials sent to them or reset the password and continue. At this point they will no longer be considered a guest and both the current order and the past order will be available for them to view in their site.
 
Capture Billing Address
Available only for B2B sites. If this box is checked, the user will be required to choose a billing address. If it is not selected the location associated with the buyers location will be used. 
  • If the site's Address Book Mode is set to Location, the user's Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location.
  • If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
Bill–to Address
Available only for B2B sites. This allows you to set up the bill-to address for all orders to one of the sites locations. Available for the Address Book Mode of Locations or Both. When used, the buyer will not be asked to choose a Bill-to Address when checking out. 
 
Budget Prompt
Available only for B2B sites. Not included with the Standard or EM plans. Depending on how this site is used, you may wish to change the text that displays to the customer in the budget selection area at checkout.
 
Enable Budgets
Available only for B2B sites. Not included with the Standard or EM plan. Check this box to enable the budget tracking feature, which allows you to configure predefined budget pools. When this is checked, customers will be required to select from a budget pool at checkout. If the customer does not have access to a budget, or only has access to a budget with inadequate funds, the customer will be unable to check out. Configure budgets in Site > Budgets.
 
eDocBuilder File Type for Proofs
When using eDocBuilder for your products, you can choose to include a proof file on the confirmation page when your customer completes their order. By default this is set to a PDF file. You have the option of having a JPG or PNG file available for download instead. Please note that both of these other file types are image files so only the first page of the proof file will be available.
 
Purchase Order Requirement
You may choose to require a purchase order entry on the checkout page, make it optional, or not even ask. Note the setting can be overwritten on the user level. Choices are Required, Optional and Do Not Ask. 
 
Validate PO Number Entry
Available only for B2B sites. When one or more PO numbers are available to your customer, they will be provided in a dropdown list in the storefront. Select this option if you do now want to provide a dropdown list, but instead require them to enter a PO number and have it validated against the numbers available. 
 
List PO Codes Based on Billing Location
Available only for B2B sites.  On the checkout page of a B2B site, PO numbers can be displayed as a drop down box if the site is set to collect a PO code.  If locations are associated with the PO numbers, they by default will be filtered based on the buyer's primary location.  If you check this option, the  PO code list will be generated by "Bill To" instead.  
 
Allow custom Purchase Order Code
If purchase order codes have been defined for the user (in the purchase order codes section) the user will see a drop-down list to select the purchase order.  If this option is selected, the user will be able to enter a custom purchase order if the appropriate code is not found in the drop-down list. When no purchase order codes are defined, the user will be able to enter a custom purchase order code, regardless of this setting.
 
Purchase Order Prompt
This prompt will appear on the final checkout screen, for a Purchase Order Code entry. One way to utilize this feature would be as example, when you may want to collect a code other than a PO, such as Department Code, Budget Code, etc. so we allow you to customize what the prompt is and use this area for more than just PO codes. 
 
Estimated Tax Prompt
On checkout there is an area for the estimated tax. Depending on how this site is used, you may want to change the text that displays here.