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eSales - Complete Checkout Process Workflow


This workflow displays the Order Summary view to allow the user to change shipping and payment details, cancel the order, and confirm the order. If the user continues shopping, then the Shopping Cart view appears. If the user cancels the order, then the Home Page appears. If the user continues with the order, then depending on the order items, the CUT eSales - Auto Select Billing, Service Accounts Process, and CUT eSales - Authorize Order Process initialize to complete the order process. Figure 172 shows this workflow.

The CUT eSales - Checkout Process workflow calls this workflow as a subprocess.

Figure 172. eSales - Complete Checkout Process Workflow

Workflow Description. This workflow performs the following actions:

  1. Ungroups any item in the shopping cart that has a quantity of more than one. Ungroups items into multiple items with a quantity of one.

    CAUTION:  If you expect orders with large quantities (more than 200 items), then move this ungroup step to after order submission because ungrouping large quantities can adversely affect performance.

  2. Checks to determine whether any products are to be shipped. If any products are to be shipped, then calculates the shipping costs.
  3. Calculates the taxes.

    If an error occurs, then the user must enter shipping details again.

  4. Saves the error message that the prior step returns.
  5. If the tax calculation is successful, then displays the Order Summary view.

    In this view, the user can change shipping details, change payment details, proceed with the order, and cancel the checkout.

  6. If the user changes the shipping details, then calls the Enter Payment Details subprocess. For more details, see eSales - Enter Payment Details Process Workflow.
  7. If the user cancels the checkout, then returns the user to the Home Page if the user initiated the checkout from a quote or to the Shopping Cart view if the user initiated the checkout from the shopping cart.
  8. If the user continues with the order, then calls the Prepare Quote and Authorize Order processes to complete the checkout. For more details, see CUT eSales - Prepare Quote Process Workflow and eSales - Authorize Order Process Workflow.
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