Checkout

When the checkout process begins, the transaction shifts to a secure, encrypted channel. A padlock symbol appears in the address bar of the browser, and the URL changes from http to https.

From this point on, the goal is to gather the information necessary to complete the transaction. The Checkout page leads the customer through each step of the process. Customers who are logged into their accounts can complete checkout quickly, because much of the information is already in their accounts. Customers associated with a company account that uses purchase orders will have a slightly different workflow.

Shipping

The first step of the checkout process is for the customer to complete the shipping address information, and to choose the shipping method. If the customer has an account, the shipping address is entered automatically, but can be changed if needed.

  • The format of the street address for the recipient and sender is determined by the properties of the customer address attribute. The input validation setting determines the valid characters that can be used in a shipping address.

The progress bar at the top of the page follows each step of the checkout process, and the Order Summary shows the information entered so far.

The shipping page during the checkout process Checkout step 1: shipping

Ship to a different address

  1. If there are additional entries in the address book, find the address where the order is to be shipped.

  2. To select the address, click Ship Here.

Add a new address

  1. At the bottom of the Shipping Address section, click + New Address.

  2. Complete the Shipping Address form.

    By default, the customer’s first and last name initially appear in the form.

    The Shipping Address form includes name and address information Shipping Address form

  3. To save the new address in the address book, select the checkbox at the bottom of the form.

  4. Click Save Address.

    The new address is now selected as the shipping address.

    The saved address is automatically selected in the Shipping page New shipping address selected

Choose the shipping method

  1. In the list of shipping methods, choose the option that you want to use.

    The Shipping page displays shipping method options Shipping methods

  2. Click Next to continue.

Review and Payments - Regular Order

During the second step of the checkout process, the customer chooses the payment method, and applies any coupons with promotional codes to the purchase. All information can be reviewed, and edited if needed. If enabled, the customer must to agree to the terms and conditions of the sale before placing the order.

Review and payment page during checkout

Review and Payments - Purchase Order

When a customer is associated with a company that has enabled purchase orders, all orders are processed as purchase orders. Available payment methods are determined by the company account.

  1. The customer selects a payment method.

    When using the Payment on Account method, the Custom Reference Number field can be used to reference an invoice number.

  2. The customer clicks Place Purchase Order.

    The purchase order is placed.

If the company has set up Approval Rules, the purchase order will go through the approval process. Otherwise, it will be processed immediately.

Purchase Order Review & Payment

Number of items displayed in the order summary

Admin users can change the maximum number of items displayed in the order summary at checkout to streamline the display with fewer products. By default, this value is set to 10.

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Sales and choose Checkout.

  3. Expand Expansion selector the Checkout Options section.

  4. For Maximum Number of Items to Display in Order Summary, enter the maximum number of items to be displayed.

  5. Click Save Config.

    With this update, the order summary displayed during checkout is limited to the specified quantity of items.

    Number of items displayed in Order Summary

Order confirmation

The order confirmation appears after the order is placed. For registered customers, the page includes the order number with a link to the customer’s account, and a link to generate a receipt. Registered customers are told that they will receive order confirmation and tracking info by email. Guests are encouraged to create an account to track the order. Registered customers can generate a receipt by clicking a link.

The order confirmation page is also called the Success page, and is used by analytics programs to track conversions.

The Order Confirmation page displays a success message and the order number Example storefront Order Confirmation page