Follow the instructions below to create the initial checkout flow for storefronts that use order approvals.
To create the initial checkout flow:
On the Design tab, clone the Checkout Layout and give it a descriptive name like
Checkout, Order Approval, Immediate Payment.Enable the Display layout to account shoppers only option and save the clone.
Go to Grid View for the
Checkout, Order Approval, Immediate Paymentlayout.The rows containing the
Notifications Widget,Header – Basic, andFooter Widgetwidget instances should remain as is. Remove all widgets from the row in between them (Login – Checkout,Customer Address Book,Payment Details, and so on) and drag the column separator to the right to reconfigure the row to have a single column.Add a Progress Tracker stack to the empty row you just created.
Note: For information on creating a progress tracker, see Use the Progress Tracker in Using Oracle Commerce Cloud.
Edit the Progress Tracker so that it has the following tabs:
Login
Schedule Order (this tab is not required if your storefront does not include the scheduled orders feature)
Shipping and Promotions
Billing and Payments
On the Login tab, add the Login – Checkout widget (version 2 or later).
If you created a Schedule Order tab, add the Scheduled Order – Checkout widget to it (version 2 or later).
On the Shipping and Promotions tab, add new instances of the following widgets and modify them as described:
Promotion (version 1 or later).
Managed Account Address Book (version 3 or later). Name the instance
Managed Account Address Book, Shipping Only. View the widget’s settings and disable the Include Billing Details option.Cart Summary (version 5 or later).
Order Summary - Checkout (version 9 or later). Follow the instructions in Modify the Order Summary – Checkout widget to edit the widget to hide the Place Order button and enable the Shipping Method menu.
Check for Approval Required. This is a custom widget that you have to create yourself. See Create the Check for Approval Required widget for details on how to do so.
On the Billing and Payments tab, add new instances of the following widgets and modify them as described:
Managed Account Address Book (version 3 or later). Name the instance
Managed Account Address Book, Billing Only. View the widget’s settings and disable the Include Shipping Details option.Payment Gateway Options (version 1 or later). Modify the instance to include elements for any deferred payment methods your storefront supports for orders that require approval, such as Invoice Payment and Cash Payment. Make sure to configure the payment gateway for any payment methods you add here. For more information, see Configure a deferred payment gateway for order approvals.
Note: If an order requires approval and a payment gateway is not configured for order approvals (that is, the
enableForApprovalflag has not been set to true for the gateway) then the payment method associated with that gateway will be hidden and disabled.Pay After Approval (version 1 or later). This widget provides shoppers with a checkbox that allows them to specify that they will pay for the order after approval has been given.
Payment Details (version 6 or later). This version of the widget is hidden if the order requires approval.
Gift Card Widget (version 3 or later). This version of the widget is hidden if the order requires approval.
Cart Summary (version 5 or later).
Order Summary - Checkout (version 9 or later). Follow the instructions in Modify the Order Summary – Checkout widget to edit the widget to display the Place Order button and disable the Shipping Method menu.
In addition to the new widget instances you just added to the Billing and Payments tab, you must also add an instance of the Cart Summary widget (version 5 or later). For this widget, use the same instance you created and placed on the Shipping and Promotions tab.
