Chapter 4 — Shopping basket and checkout

In this chapter: the basket page, discount codes and gift cards, the checkout steps (delivery and payment), order confirmation and the receipt page.

4-1. Basket page

• A list of items with change quantity and remove.
• Order summary: subtotal, discount, delivery (calculated at checkout), tax, grand total.
• Discount code: enter and apply a coupon.
• Gift card: enter a code; if it cannot be used, the exact reason is shown (expired, insufficient balance, mismatched currency/customer and so on).
• Store credit: if you have any, it is shown and can be used.
• "Frequently bought with this basket": a suggestion of complementary items.
• The Checkout button — the appropriate path is shown for guests and signed-in users.

4-2. Checkout

Depending on the store's configuration, this is single-page or step-by-step. Its parts:

Sign in or guest

• Continue as a guest, sign in to your account, or create an account right there.

Details and delivery

• The customer's contact information.
• Delivery type, depending on the item and the store, is one of these 6 modes:
• Delivery — to the customer's address.
• Pickup — by choosing a location; the pickup location type can be a sales branch or a warehouse.
• Consume on-site — for a café/restaurant.
• Service on-site — the details are arranged after the order is placed.
• Digital download — a digital item, with no delivery.
• No delivery needed.
• Delivery time: where offered, you choose the date and time window from the calendar; full days/windows are shown as disabled.
• The delivery address (with a list of countries) and, if needed, a separate billing address.
• Delivery method: choose from the available methods with the cost of each; if no method is available for your address, this is announced.

Payment

• Choose a payment method from the store's active methods, along with the description/reference number for manual methods.
• Depending on the method, the payment flow differs: online with a redirect to the gateway, manual (the order stays in the "awaiting manual payment completion" state), or without an extra payment step.
• Using a discount code, gift card and store credit is also possible at this step. If a gift card cannot be used, the exact reason is shown (expired, insufficient balance, mismatched currency/customer, "a gift card cannot be bought with a gift card", "the payable balance has already been covered", or "sign in to use this balance").

Additional options

• Gift order: a gift marker + a gift message; an order note.
• If the order includes a booking, the booking summary is shown.
• "Complete your order" suggestions are shown separately from the payment path so they do not interfere with the checkout.

Final placement

• On confirmation, the order is placed. With online payment, you are redirected to the gateway and, after paying, you return to the store.

4-3. Order confirmation and return from the gateway

• A success page with the order number, a "Continue shopping" link and "View order in account".
• An order confirmation email is sent (if an email was provided).
• Return-from-gateway page: after online payment, the customer returns to a page that shows the result. The states are: successful, failed, processing (pending), needs a retry, invalid, and unauthorised. The "Try payment again" button only appears in the needs-a-retry state (not on every failure, and only if the transaction can be repeated). So if a payment is left half-finished, the order is not lost.

4-4. Order receipt page (secure link)

Every order has a public receipt page with a secure link that opens even without signing in (suitable for sharing with others):

• Order number, items, payment method
• A list of invoices with single or bulk PDF download; totals, deposits and discounts
• Electronic invoice signing from within the page (if needed)
• "Continue payment" (for the balance), "Continue shopping" and "I need help" links