Storefront > Order Review & Placement

The Order Review & Placement screen is made up of three sections:

1. Shipping & Billing Information
2. Order Review
3. Payment
   1. Coupon Code
   2. Points
   3. Purchase Order
   4. Credit Card
   5. Order Approval

Shipping & Billing Information

• Addresses: The shipping and billing addresses will display in this section of the screen. The user will add this information as part of the checkout process, or it will be added by an admin in the Store Admin > Users > Manage Store Users. The user does have the ability to 'Edit' the addresses if needed. 
• Shipping & Handling - The system will display the amount of shipping and handling being applied to the order. 
• Shipping Notes - In this field, the user can add a note that may be needed for the order. This note will display on the Pick Ticket for the warehouse.

Order Review

This section displays the items and quantities in the order, shipping & handling, and tax. 

Payment

The payment section can have up to three different sections. Which sections display will depend on what is enabled for the store. One order can utilize one or all sections to complete payment.

Coupon Code

When a coupon code(s) is offered by the store this section will display.  More than one coupon code can be used per order. 

Ex - If a user has both a free shipping and half off coupon, both can be applied to the order.

 

Payment Amount Breakdown - Points Program

When a store is setup with a points program this section will display to any user that is logged in and part of the points program. Their points balance will display so they know how much they can put towards the order total. 

**Note - This section will not display for guest users if guest checkout is setup for the store.

Payment Information - Purchase Order

When a purchase order is offered by the store as payment, this option will display as part of the payment information section. The store can setup the PO to be password protected. If it is, the Purchase Order Password field will display. 

If the Purchase Order has a Password then an additional field will display at checkout. The user will be required to enter to password to complete payment on the order.

**Note - This section will not display for guest users if guest checkout is setup for the store.

Payment Information - Credit Card

When credit card is offered by the store as payment, this option will display as part of the payment information section. 

**Note - Payers have their own minimum amount required to submit a transaction. If a user pays for most of the order using points and has a small amount they are paying by credit card and the transaction won't go through, it may be due to the payer's minimum amount not being met.

Order Approval

When a user order requires approval the following section will display at checkout. This section notifies the user that the payment on the order can be completed once the order is approved by the Approver. 

Updated April 09, 2025 16:10