Checkout
The checkout process finalises ordering. It takes the cart, adds the required information to it, and creates the order record in a number of steps. The checkout process consists of two to four steps, depending on the various configuration factors. The 'address' and 'complete' steps are always required, while shipping and payment steps are omitted in some configurations. The address step is the most customized one. Its functionality depends on the application mode (B2B/B2C), as shown in the pictures below.
Checkout - address step in B2B mode
Checkout - address step in B2C mode
In B2B mode, customers only need to select a business on whose behalf the order is made, while the rest of the fields are disabled. Upon business selection, the billing address fields are filled with the address data of the selected business entity. The checkout process cannot be continued if any of the required address fields are left blank or if the business is not selected. Any potential issues can be troubleshooted in the Admin interface, where administrators can check if there are any problems with businesses a customer is associated with. The most common error point is the value of the province field. This is a mandatory field that requires a two-letter abbreviation code in Dynamics 365 to be imported and mapped correctly in SellStack. In the MSO mode, the business dropdown menu filters customers' businesses by their location¹. Only the businesses whose location¹ matches the storefront’s channel appear in the dropdown. This feature prevents situations where a business intended for one location¹ could purchase items from another location¹. In a situation where a business dropdown menu is empty for a particular customer, check if the customer has associated businesses in Admin, and optionally (for MSO mode), check businesses' locations¹ and compare them with the used channel. In B2C mode, there is no business dropdown menu. However, since each order needs to be associated with some business for it to be synchronized with Dynamics 365, a default business is automatically added to each order in the background. A default business is configured globally, and it is a mandatory parameter when the application is in B2C mode. Customers can normally fill in their address information in this setup. In B2C mode, a shipping address form is available below the billing address form, in case the two addresses differ. The next step (if not omitted) is the shipping step. There, customers can choose a shipping method for the order. Additionally, customers can select their preferred delivery date if they have a SmartRoutes Plus subscription. This checkout step exists only in B2C mode or, exceptionally, in B2B mode when the client has SmartRoutes Plus. Selecting a shipping method is required if the shipping step is part of the checkout workflow. See the shipping step form in Checkout - shipping step image.
Checkout - shipping step
Checkout - payment step
Checkout - final step
The payment step follows the shipping step. There, customers select their preferred payment method. SellStack offers several payment options:
Offline (pay later)
ACH payments (Aeropay integration)
Authorize.NET integration
In the final step, customers confirm and complete their order. The order summary is displayed with all order information, including order items, order totals, selected shipping and payment methods. Additionally, customers can add extra notes to the order. After this step, a customer is proceeded to the payment step if the selected method does not imply payment in the future (Offline).
¹ Depending on system configuration, this can refer to a Dynamics 365 Location or a Dynamics 365 Sales Channel.
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