When order processes are enabled for an Account (see "Commerce Administration: Order and Inquiry" for more information), its users browsing through products on the Commerce portal may choose to immediately place an order and purchase the products of interest. Items can be easily added to cart with the button: from the product catalogue page or other screens:
To complete the process of order placement, users will be brought through 3 screens: Cart, Checkout, and Review.
Clicking the floating action button at the right-edge of the screen (see "Process Overview: Commerce Login & Landing Page" for more information) would direct users to the Cart screen, where items added to the cart would be listed.
By default, the item quantity added to the cart is set to 1. From this screen, users may adjust the quantity to be ordered:
While reviewing the order, users may take various actions including:
- Selecting the products to checkout from a list of items in the cart
- Editing the quantity of the item to be ordered
- Removing all items from the cart by using the 'Clear Cart' functionality
- Removing individual items by clicking the ‘x’ icon on each product image, or by setting each quantity to 0
Total and Sub-Total pricing information is updated accordingly when the products and/or quantities change.
Upon clicking 'Checkout', the Cart is converted into an early-order state and users will be brought to the Checkout screen.
Cart and Checkout screen: Available-To-Promise (ATP) Check
Commerce System Administrators (See "Commerce User Management" for more information), can enable the Available-To-Promise (ATP) check. This check allows users to easily see up-to-date information on the estimated delivery schedule.
By default, the ATP check will be done in relation to 'Today's date'. The estimated delivery schedule is updated when the 'Order Requested Date' is changed on the checkout page, or if the quantity to be ordered is amended:
Note: If the quantity requested of one product is 2, where 1 can be shipped on 15/01/2022 and the other on 18/01/2022, the later date (18/01/2022) is shown by default for simplicity. This can be customised using groovy script to show both dates with respective quantities.
(See "Commerce Administration: Order and Inquiry" for more information)
Checkout screen: Payment Method
After-sales transactions can be relatively straightforward, without the need to engage a sales representative for drafting of complex proposals and lengthy negotiations. Purchases can even be made immediately on the Commerce portal, with the various payment method options. As set up in the system, users can choose to be invoiced with Purchase Orders, or make Direct Payment on the platform.
When making changes on this Checkout screen, such as amending the quantity to be ordered, editing the Purchase Order (PO) ID, or updating the Billing and Shipping addresses, the pricing information is refreshed accordingly:
Should Direct Payment be selected as the method of payment, the relevant steps for credit card payment, depending on payment gateway, must then be taken for the transaction to pass. (See "Commerce Administration: Order and Inquiry" for more information)
Checkout screen: Billing and Shipping Address
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.
If none of these addresses are correct, the user can select 'Other' and an additional section of fields will be reflected that would allow users to manually enter a one-time address that also includes Google auto-complete function.
The Billing and Shipping Address of an order is maintained as a snapshot at the point of order placement. Future changes to Account address details will not affect historic order records.
The final screen presented to users before order placement is similar to the earlier Checkout screen, except that it displays all the information in a read-only format for a final review:
Depending on whether the user has the authorisation 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:
(See "Process Overview: Post-submission of Order/Inquiry" for more information)