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The "Checkout Options"
button on the Wizard's "My Web Pages"
section will allow you to manage the customer information
that you want to retrieve during the checkout process.
You can also manage some portions of the checkout process
itself.
Checkout Style:
You can choose whether you want your customers to go
through a Three Step Checkout, or a One Step Checkout.
In a Three Step Checkout, the order process will be
broken up into three sections (three web pages). The
One Step Checkout will consolidate the entire checkout
process into one web page. Currently
the One Step Checkout is still being developed and is
not available. Even if you choose it on this screen,
it will not work as of yet.
Select/Unselect
Checkout Fields:
This section allows you to collect specific customer
information during the checkout process.
Login
Information:
By registering with a password, your customers will
be able to log in and view previous orders (through
the Order Status button), and check their orders' status
and tracking information (if tracking is assigned to
the orders in the Admin Site). Customers who register
will also be able to rate your site (if enabled in the
More Settings section),
rate your products (if enabled in the More Settings
section), and skip having to enter their address information
when placing orders in the future by logging in.
In this portion, you can specify whether you want your
customers to be able to create an account during their
purchases, whether you want to force them to create
an account, whether you want to give them a choice to
create an account or not during their purchases, or
a combination of any of these.
Registered
Customer:
Checking this box will allow customers who have previously
registered with a password to place orders.
New
Customer (No
Registration): Checking this box will allow
New Customers to place orders without having to register
with a password on your web store.
New
Customer (w/
Registration): Selecting this box will allow
New Customers to register with a password when placing
an order on your web store. The customer will be required
to enter a password of their choice during the registration.
Allow
Customers to Save Cart for Later:
Selecting this box will allow your customers to begin
shopping, place items in their shopping cart, and return
later if they need to. The items originally placed in
their cart will still be there when they log in to retrieve
their cart. This makes for a more pleasant customer
experience, as it gives them more flexibility while
shopping. This feature is still
being developed and is not available. Even if you choose
it on this screen, it will not work as of yet.
Customer
Types:
This will give your customers the ability to choose
the best fitting description on the type of customer
they are from a drop-down list during the checkout process.
Some fields of the checkout will change from non-required
to required for certain customer types (e.g. If a customer
chooses that they are a Corporation, they will
be required to enter the Company Name and Company Phone
Number fields during the checkout). You may un-check
all options here if you do not want to ask your customers
what type of customer they are, however, if your Wholesale
Site is enabled, please leave the Wholesale
customer option checked in order to have full wholesale
functionality.
Billing
Information:
These are optional billing address fields, if you do
not wish to display them on your checkout, un-check
them accordingly. The remaining billing address fields
on your checkout are required and cannot be removed
due to credit card processing requirements.
Shipping
Information:
These are optional shipping address fields, if you do
not wish to display them on your checkout, un-check
them accordingly. The remaining shipping address fields
on your checkout are required and cannot be removed
for proper shipping calculations and credit card processing
requirements.
Final
Step:
You can add two options to the final step of your checkout,
a field for Purchase Order information and/or
a separate field for the customer to enter Special
Instructions for their purchases. Both of these
are text fields and will allow customers to type something
in. Whatever your customers type into these fields will
be saved and available to you when viewing your orders.
The Purchase Order field is displayed as a
single-line text input field, whereas the Special
Instructions is displayed as a multi-line textbox.
This can also be used if you need to ask your customers
for other information during their purchases because
you can change the texts "Special Instructions"
and "Purchase Order" to whatever
you would like to ask them in the Wizard's "Web
Text" section.
Add
Fields:
This section allows you to add more fields to the Checkout
pages, so that you can gather additional information
from your customers that is not gathered in the standard
checkout. Any information that customers enter into
these fields will be saved in your database as part
of the orders. The information will be visible on the
Order Confirmation e-mail and in your Admin Site. Enter
the information into each field by following the guidelines
below, and click "Add" on the right to add the field
to your designated checkout page.
NOTE:
If you need to change a field that you have previously
created, select the field from the box on the right
and click "Delete". This will take it out of the box,
however, it will populate all of the fields on the left
with the information you had originally entered. Change
what you would like to change and click "Add". This
will place the field back into the box on the right.
If you would like to simply delete a field, select it
in the box on the right, click "Delete" and press "OK".
Name:
This will name the new field for your records. The name
will not be visible to your customers.
Field
Type:
You can choose what type of field you would like to
display on your checkout. You can simply display information
to customers (HTML OK), insert text fields for your
customers to fill out, or give them choices to choose
from a list.
Default
Value or List Values:
This is where you enter the information that you want
displayed, the default text to display in a Text field,
or the list of values (choices) for your customers to
choose from.
To enter the choices for a list, separate each value
with a "|". This is a "Pipe" character. It can be found
on the same key as the Backslash, which is the key above
the "Enter" key.
For example, for a "How did you hear about us?"
Drop-Down list, the list values should be set to something
like this:
Magazine|Newspaper|Television|Friend
Field
Caption:
This field tells customers what this choice or text
box is for. This is your question to the customer and
is displayed to them.
For example:
"How did you hear about us?"
Additional
Properties:
This portion is optional. If used, it does require some
HTML knowledge as this actually controls the field's
properties.
For example:
If you have an input field, you can enter "size=30"
or "maxchars=10", and this will add these properties
to the field in the HTML code.
Location:
This will allow you to choose which section of the checkout
process this field will appear in. You can choose to
put it on the Billing Info section, the Shipping Info
section or the Final Step. Any new fields added will
always appear under the regular fields of the section
you put it in (on the bottom of the section that you
put it in).
Show
on Invoice:
By placing a checkmark in this box, after placing the
order, the contents your customers typed in or the choices
they made on added fields will be visible on the invoices
they receive via e-mail, as well as in your order notification
e-mail. By not checking this box, the information will
not be displayed on the customers' invoices, but will
be on the order notification e-mails that you will receive.
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