Cart Configuration - Customer Community (Legacy)
- Former user (Deleted)
Available in: Enxoo Commerce |
As a Customer, you will be able to browse through the product catalog and select products that you are interested in. You will be able to confirm your order and track its' status. Moreover, Salespeople may help you with the configuration of your products, as well as apply any special discounts that you are eligible for.
Starting from V8, Community Configurator was replaced by the Sales Lightning Components (Sales Process with Lightning Components). This article is valid only for the Enxoo Commerce Versions 7 and earlier.
Before you start, make sure that the administrator gave you credentials to log in to the Customer Community.
Product Configuration
After you log in to the community, you will be navigated to the Product Catalog section, where you are able to choose the products that you are interested in. While browsing, you can filter the data using categories (1) or the search bar (2). You can change the way products will be listed by using a list view or tile view (3).
Select the products by clicking Add next to the product in tile view or by using the blue plus icon in list view mode. You can add multiple products at the same time by checking the boxes next to the product name and then clicking Add Selected button.
As a next step, configure your products. Depending on your choice, you will have to specify the attributes of your products (A). These can include various information about the location you want your service to be located at, as well as some technical parameters of the product. When you are done with the product configuration, click the Recalculate button. This will set the product price based on the parameters that you have chosen.
Some products do not have any attributes and do not require any additional configuration.
If you added mutliple products in a product catalog, you can switch between them using an options button in the upper right corner.
Continue the product configuration process until all of the products are fully configured (which is represented by the green tick icon next to the product name). Next, proceed to the Cart using the tab selection bar.
Cart & Checkout
A Cart is a place where you can check the list of products that you want to order (and modify it if needed) and verify their prices.
There are several actions that can be done from the cart view:
Edit products' common parameters - administrator defines a list of fields that are editable from this view
Go to the product configuration page
Delete product - deletes product and any products for which a deleted element was a primary product
Clone product - clones a product with its full configuration
Go to checkout - only available if all the products are fully configured
After you are ready for checkout, click on a Checkout button. You will be navigated to the order and delivery information page, where you will fill your personal and delivery data required to process an order.
Before you place an order, a summary will show all the data that you entered through the process. Confirm your order by clicking Confirm Order and Pay.
Once an order is created in Salesforce, you will get a confirmation message along with order number which you can refer to when contacting the company you purchased services from.
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