Merchant Checkout

    Content of this article

    1. Preliminary Remarks
    2. Start Merchant Checkout and Select Invoice Customer
    3. Add Products
    4. Add Delivery Customer
    5. Add Payment Method
    6. Add Sales IDs
    7. Add Settings
    8. Complete Purchase

    1. Preliminary Remarks

    The Merchant Checkout makes it possible to place an order for a customer in the Merchant Backend.
    Once the Merchant Checkout has been started, it can always be interrupted and reopened from any menu item by clicking on the checkout symbol, which is displayed on the right-hand side of the interface (green shopping cart). This can be done until the checkout process is either canceled or completed.

    For information on external orders, click here.

    2. Start Merchant Checkout and Select Invoice Customer

    Select the customer who wants to place the order and open the detail view.
    • In the action bar, click on Checkout. A dialog window opens.
    • If one or several delivery addresses already exist, select the desired delivery address or create a new one.
    The Merchant Checkout interface opens.
    The check mark in the Invoice customer determines if the customer receives an invoice by email or not.

    3. Add Products

    • Click on Add Offer. A dialog window opens.
    • Use the drop-down menu to select an Offer*.
    • Determine the Quantity* of the previously selected offer.
    After saving, more offers and bonuses can be added or removed.

    Note: 

    If an issue-based subscription has been added, no further offers can be added.

    If a time-based subscription has been added, no issue-based subscriptions can be added.

    4. Add Delivery Customer

    The invoice customer can be selected as Delivery customer, or alternatively, another customer (external order) can be added via the customer search.

    Click on search to be navigated to the Customers menu item.
    • Select a customer in the list and open in detail view.
    • In the action bar, click on Take user as delivery customer.

    • In the dialog window, select an already existing delivery address or create a new one.
    • The system navigates back to the Merchant Checkout.
    • If desired, further delivery customers can be added now.
    • Each delivery customer can be given a discount. This discount applies to all offers included in this order.

    5. Add Payment Method

    • Click on Choose payment method.
    • In the dialog window all payment methods are displayed which the customer has already stored in their customer account.
    • Select the desired payment method.

    6. Add Sales IDs

    Optionally, Sales IDs (Additional Data) can be added to each order. If several active sales IDs exist, a value can be selected for each.

    Note: Sales IDs (Additional Data) must be created beforehand.
    The data then appear in the Additional Data tab in the order detail view.

    7. Add Settings

     The following settings can be made here:
    • Order Indicator
    • Date of purchase
      The purchase date may only be a maximum of one accounting period in the past and not after the date of the next booking. If this field is left empty, the date of purchase is the time the purchase was completed. This option is only selectable for subscriptions.
    • Next booking
      If this field is left empty, accounting starts on the date of purchase. This option is only selectable for subscriptions.

    Note: If an issue-based subscription has been selected, the fields Date of purchase and Next booking cannot be edited.
    The entries must be actively saved via Save changes before the purchase can be continued.

    8. Complete Purchase

    Once all data has been entered, they must be checked by clicking on Check data before the purchase can be completed.

    All data is displayed in a summary again. The purchase can be edited or canceled via the action bar.

    If an issue-based subscription has been selected, for which past and/or future issues can be selected in the checkout, this can be done in this step.

    If all data is correct, click on Purchase in the right-hand corner to complete the purchase process.
    After the purchase has been completed successfully, the order overview of the customer opens.
    Tags
    checkout basket
    Published