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eSales - Complete Checkout Process


Displaying the Order Summary View, this workflow allows the user to change the shipping details and payment details, cancel the order, or confirm the order. If the user decides to continue shopping, the Shopping Cart View is displayed. If the user decides to cancel the order, the Home Page view is displayed. If the user decides to continue with the order and depending upon the order items, the CUT eSales - Auto Select Billing, Service Accounts Process, and CUT eSales - Authorize Order Process are triggered to complete the ordering process. This workflow is shown in Figure 27.

The CUT eSales - Checkout Process invokes this workflow.

Figure 27. eSales - Complete Checkout Process Workflow
Click for full size image

Workflow Description. This workflow:

  1. Explodes any item in the Shopping Cart that has quantity of more than one. The items are exploded into multiple items with a quantity of one.

    CAUTION:  If customers are expecting orders with large quantities, orders with quantities over 200, then the Explode step should be moved to after the Submit order as performance can be adversely impacted by exploding large quantities.

  2. Checks to determine whether any products are to be shipped and if so, calculates the shipping costs.
  3. Calculates the taxes and if there is an error, the user must re-enter shipping details.
  4. Saves the error message returned by the 'Calculated Taxes' step.
  5. If the tax calculation is successful, displays the Order Summary View.

    The user indicates whether to change shipping details, change payment details, proceed with the order, or cancel the checkout.

  6. If the user chooses to change the shipping details, invokes the Enter Payment Details subprocess.

    See eSales - Save Shipping Address for more information.

  7. If the user chooses to cancel the checkout, returns the user to the Home Page or to the Shopping Cart View depending upon whether the checkout was initiated from a Quote or the Shopping Cart.
  8. If the user chooses to continue with the Order, invokes the Prepare Quote and Authorize Order processes to complete the checkout.

    See eSales - Complete Checkout Process and eSales - Authorize Order Process for more information.

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