By clicking on the respective action inside the shopping cart, the user can access and review the shopping cart. The user(s) may remove products from the cart by clicking the ‘x’ icon on the product image or updating the quantities. Pricing information is updated when the products and/or the quantities changes.
There is also a 'Clear Cart' functionality that can be used if you wish to clear your cart, before adding more products and items. Upon clicking on checkout, the product cart is converted into an early order state.
On the checkout screen, the user can enter the payment method with billing and shipping information.
The pricing will be updated if the user changes quantities or removes products completely. When the Purchase Order (PO) number is changed, or shipping or billing addresses are updated, pricing information will be updated as well.
An optional feature that may be enabled by the Commerce Administrator is the Available-To-Promise (ATP) check. With it, users can expect to view the "Estimated Shipping" on the checkout page at a glance. By default, the "Requested Date" will be 'Today's date'.
When clicking on the review order, the user can do a final review before the order is saved in the system.
Billing and shipping information is read from the customer account that the portal user is associated with. For more details, please refer to the section below, 'Partner Function Determination'.
To enable this feature of ATP checks, go to Commerce Administrator > Operations Settings > Order & Inquiry and enable the Availability to Promise check from ERP.
For custom implementation, the user(s) may configure the Boolean Setting here:
'Administration' > 'Master Data Management' > 'Setting Boolean' > 'Setting Custom Implementation For ATP Availability Check' > Setting Value Boolean: 'Yes'
Please whitelist the BAPI_MATERIAL_AVAILABILITY in ERP, which is used by this feature. Do note that product information depends on the Plant ERP ID, which can be specified under Product Additional Information on the Digital Sales Platform:
Quantity information is tied to the Unit indicated under product details:
This screen is similar to the checkout screen except that it displays the data in a read-only format:
Depending on whether the user has the authorization to place an order, the button will read ‘Send for Review’ which will create the order for a business admin user to review, or ‘Place Order’ (see above figure) which will cause the order to be placed directly. Clicking the button would render the confirmation screen:
For additional information, please refer to 'Process Overview: Business Administrator Review'.
Download Order / Inquiry
After successfully placing an order or inquiry, the user(s) may download a PDF copy of the summary report from the Sales Documents tab for offline reference.
To enable or disable this feature, the Commerce System Administrator can update the setup under the Operation settings:
Note: you can have different PDFs for the cover page, cover letter, Item details, and product sheet, prepared as separate templates which are merged when downloaded from the Commerce order & Inquiry tab.
After report templates have been set up in the Digital Sales Platform, the system will merge all the PDFs which are flagged as "Default in commerce" based on their positions.
Order/Inquiry Notification email with BOM details
After successfully placing an order or inquiry, the user(s) will receive notification emails confirming the action taken, together with a PDF copy of the summary report for offline reference.
The subject and body of the notification email can be customized through the messages.properties file by the administrator.
For more information, please refer to 'Email Templates'.
Note: If the jasper reports for generating the PDF templates and related settings are maintained by the Administrator and PDF can be downloaded from the commerce portal the same PDF shall be included as an attachment to an email
Partner Function Determination
Billing and shipping information is read from the customer account that the Commerce portal user is associated with.
By default, if no Bill-to or Ship-to partners are linked to the account, the addresses of the Sold-to account marked as 'Bill-to' or 'Ship-to' will be made available in the checkout process. This setting is controlled under 'Administration' > 'Master Data Management' > 'SettingBoolean' > 'Append Bill-to / Ship-to Addresses for Commerce Checkout':
If set to 'Yes', the addresses under the account's address information flagged as either Bill-to or Ship-to will be appended in addition to the addresses that may get determined using the related Bill-to or Ship-to partners.
Bill-to and Ship-to partners are assigned under Account (select the account that you wish to view) > Role/Function, to allow for orders to be sent straight to ERP. If more than one Bill-to or Ship-to partner is identified for the sales area/org, users can easily place their orders with the right party by selecting the appropriate address on the checkout screen. While one partner may be assigned as Default, all "Ship-To" addresses listed in the system are available options in the dropdown list at Checkout.
The selected partner, not the Default, will be captured in the order details upon check out.