ONE STEP CHECKOUT. USER GUIDE for Magento 2.0. Version

Transcription

1 ONE STEP CHECKOUT USER GUIDE for Magento 2.0 Version 1.0 One step checkout v1.0 User Guide for Magento 2.0 1

2 Table of Contents 1. INTRODUCTION 3 2. HOW TO USE One Step Checkout page Overview Login/Sign up if required Billing Address, Shipping Address Shipping Method, Payment Method Time of Delivery Order Review Coupon Code Gift Message Gift Wrap Order Comment Sign up for Newsletter Survey Terms and Conditions HOW TO CONFIGURE General Configuration Field Position Management Required Field Management Auto-update Sections Terms and Conditions Admin Order Notification Gift Wrap Configuration Gift Message Configuration Checkout Mode Survey Configuration Style Management One step checkout v1.0 User Guide for Magento 2.0 2

3 1. INTRODUCTION Do you know that the average abandonment rate is over 66%? Many Customers abandon online shopping on the checkout page due to complicated process. Improve it now by using One Step Checkout extension! All Checkout information such as billing address, shipping and payment method will appear together for Customers to fill in/ correct information of any step any time. Outstanding features Check out quickly with Magento 2 one step checkout All checkout steps appear simultaneously on a single page (Magento checkout one page) Auto-update selected later steps when there are any changes in former steps (Featured) +Auto-update Order Review when choosing shipping/payment method +Auto-update Shipping Method, Payment Method and/ or Order Review when Billing/Shipping Address is changed +Auto-update Payment Method and/ or Order Review when Shipping Method is changed + Auto-fill customers country, city, state/province and zip code by Google Suggest technology at Magento single step checkout + Redirect customers to checkout automatically after adding products to cart + Allow customers to remove product, edit Qty. at checkout Auto-fill Billing/Shipping Address for logged-in customers One step checkout v1.0 User Guide for Magento 2.0 3

4 Place order in Admin using one step checkout method (Admin/Shop assistant uses for offline selling) (Exclusive Plugin) Login/ Checkout mode Fully supported checkout mode: register, guest, logged in Ajax pop up for login/forgot password Custom Layout and Style of Magento Single Page Checkout Change checkout title and description Select style color to fit with store theme (custom color is available) (Featured) Allow setting different Checkout page layouts for different store views (Featured) Integrate with various Shipping and Payment methods Support most popular payment methods: Check/ Money, Credit Card, Paypal, Paypal Pro, SagePay, Moneybookers, 3D Secure Authorize.net, 2Checkout, Icepay (10 payment methods) and Wirecard Checkout Page (26 payment methods) (Featured) Set the default shipping method & payment method Hide Shipping methods section if your store uses only one shipping method Enable/disable fields such as: city, region, telephone, company, fax in Billing Address section Ability to arrange positions of fields in Section Billing & Shipping Address Extra Features on Checkout page Allow Customers to choose delivery date and time Allow Customers to add coupon codes right on the checkout page Customers can add gift messages and comments to their order, such as what time they want to receive a package, or special instructions Choose to sign up for newsletters. Admin is able to set checkbox for newsletter subscription checked by default One step checkout v1.0 User Guide for Magento 2.0 4

5 Customers can choose to gift-wrap their order. Gift wrap fee can be configured by Admin in backend (Featured) Display a short survey for store-owners to collect more information. Admin can create question and answer options (Featured) Customers may have to check the box Read and agree to the Terms & Conditions before placing orders Admin can edit content of Terms and Conditions popup in backend. Others Responsive Magento One Step Checkout design (Hot) Support multiple stores Support multiple languages Open source 100% License Certificate valid for 1 live Magento installation and unlimited test Magento installations (No license key required) Easy to install and configure User-friendly interface One step checkout v1.0 User Guide for Magento 2.0 5

6 2. HOW TO USE This section will show you how Customers engage on the Checkout page when your website uses One Step Checkout extension. You will see many improvements that make it much faster and easier for Customers to complete placing order One Step Checkout page Overview If you set enabling Redirect to checkout automatically after adding product to cart (see more in session 3.1), whenever Customers choose product and click Add to cart, it will be automatically navigated to Checkout page. Otherwise, Customers have to select the cart icon in the top-right corner and click on Go to Checkout. Then, it will redirect to the Checkout page. Here they can see the difference between the Step-by-Step default Checkout page of Magento and One Step Checkout page. One step checkout v1.0 User Guide for Magento 2.0 6

7 The Step- by-step checkout page is a page with 5 separate steps including Billing Address, Shipping Address, Shipping Method, Payment Method and Order Review. Customers have to complete each step before going to the next one. On the One Step Checkout page, all steps appear simultaneously. Customers can fill in/edit information of any steps any time. This improvement can save Customers 2-3 minutes for checkout Login/Sign up if required Store-owners may want to require Customers to log in or sign up before placing an order. If Customers already have an account, they can click on Click here to login or create a new account. A popup will be displayed. They just need to enter their address and password then click on the Login button. One step checkout v1.0 User Guide for Magento 2.0 7

8 If Customers forget their password, they can click on Forgotten your password? Then enter their address and click on the Send password button. The module will send a new password to their address. If Customers don t have an account in your site, they can create one right away by clicking Create a new account, filling in the required information, then click Register. The new account will be created before placing orders. One step checkout v1.0 User Guide for Magento 2.0 8

9 This is super convenient, right? Signup and Checkout at the same time help you manage Customers and Orders more easily without swaying conversion rate Billing Address, Shipping Address If Customers have already logged in, they can skip the Shipping Address section as their information is automatically added. If Customers want to change shipping address, select New Address and change the information. One step checkout v1.0 User Guide for Magento 2.0 9

10 In case of not logging in, they will see fields to fill in: First name, Last name, Address...as you configured in backend. After providing a shipping address, if Customers want to create bill to another address, they can unselect the box My billing and shipping address are the same then fill information in the Billing Address section. In both Billing Address and Shipping Address sections, when Customers type some first characters of their address, the system will show matching results suggested by Google. One step checkout v1.0 User Guide for Magento

11 Customers just need to select a correct option and then, other fields such as City, Country, Zip Code, State/Province will be automatically filled out. When there is any change in Shipping Address and Billing Address sections, Shipping Method, Payment Method and Order Review will be updated right away without reloading the page. Why is this feature useful? Let us give an example. A Customer may consider between 2 shipping addresses. He can see right on the checkout page that for 1 address, shipping fee is cheaper and payment method can be Cash On Delivery, but with the other address, just money transfer and advanced payment are accepted. One step checkout v1.0 User Guide for Magento

12 2.4. Shipping Method, Payment Method After Customers choose or change Shipping Method and Payment Method as preferred, the Order Review section will be updated correspondingly Time of Delivery To bring the most convenience to your Customers, you can enable the Delivery time and date in backend. Then at checkout they can select when will be most suitable for them to receive items ordered. One step checkout v1.0 User Guide for Magento

13 2.6. Order Review The Order Review section shows all items ordering as well as product images. If Customers change their decision, they can edit quantity or remove products without going back to the Shopping Cart page. Any changes will be updated right at checkout Coupon Code With the default checkout of Magento, Customers only can apply coupon codes on the Shopping Cart page. With One Step Checkout extension of Magestore, you can let Customers enter their coupon code right below Order Review on the checkout page. One step checkout v1.0 User Guide for Magento

14 After Customers apply coupon code, the Estimated Total will be updated as below: If Customers do not want to use that coupon code anymore, they can click on the Cancel button Gift Message Magestore s One Step Checkout supports gift purchasing effectively. Customers can add a gift message along with their order. They just need to enter the sender name, recipient and message into text fields. One step checkout v1.0 User Guide for Magento

15 2.9. Gift Wrap You can provide gift-wrap service at checkout and configure its price. After Customers tick option Gift Wrap, a gift-wrap fee will be added, and Estimated Total will be updated Order Comment Customers also can add additional comments to their orders on the Checkout page, such as special instructions or the color of wrapping paper. One step checkout v1.0 User Guide for Magento

16 2.11. Sign up for Newsletter You can ask Customers to sign up for your newsletter during checkout by just enabling the checkbox Sign Up for Our Newsletter. You can even set it checked by default. This method is an easy way to help you gain many more subscribers to maintain relationship later Survey Such question as How do you know about us? can help improve your marketing effectively. And don t worry to affect your order completion. It takes Customers less than 2 seconds to choose an answer from available options. If Customers select "Other", the module will show a text field for Customers to enter their own opinion. Why don t exploit this feature and create your own Question and Answers? One step checkout v1.0 User Guide for Magento

17 2.13. Terms and Conditions To avoid any arising dispute after Customers place order, make sure they fully understood and agreed to your Terms and Conditions. You d better require Customers to check the box I read and agree to Terms and Conditions. When Customers click on the Terms and Conditions link, a popup with detailed information will show. After filling in required information, Customers click on the Place order now button to finish. They will see a confirmation page like this. One step checkout v1.0 User Guide for Magento

18 3. HOW TO CONFIGURE You have viewed the features which Magestore s One Step Checkout provides in frontend. This part will tell you how to enable all those features in backend. Go to One Step Checkout Settings. You will be navigated to the One Step Checkout Configuration page where you can set up, configure our module to get it to work as you wish General Configuration No Field If you choose Result will be General 1 Enable One Step Yes One Step Checkout feature becomes active on the checkout Enable Checkout billing to different address page. Enable the checkbox named My billing and shipping address are the same. After 2 Yes Customers unselect this box, the Billing Address section will be displayed for Customers to fill in information. 3 Enable Delivery time and date Yes Enable the Delivery time and date section on One Step Checkout page. Customers can select their preferred shipping date and time. The information is also added when Customers review their orders in My Account. One step checkout v1.0 User Guide for Magento

19 No Field If you choose Result will be 4 Redirect to checkout automatically after adding product to cart Yes Navigate Customers to the One Step Checkout page right after they add products to cart. 5 Enable suggesting address by Google Yes Show matching results suggested by Google when Customers type some first characters in the Address field. Default Information Default In the Payment Method section, 6 Payment Check / Money order option Check/Money Order will Method be pre-selected. Default In the Shipping Method section, 7 Shipping Flat rate option Flat rate will be pre- Method selected. 8 Default Country United States In Billing Address/Shipping Address, United States will be pre-selected as Country 9 Default Region/State California In Billing Address/Shipping A ddress, California will be preselected as State 10 Default ZIP/Postal Code In Billing Address/Shipping A ddress, the Zip / Postal Code field will be pre-filled in as One step checkout v1.0 User Guide for Magento

20 No Field If you choose Result will be Display Fields 12 Checkout title One step checkout The text displayed at the top of the Checkout page is One stepcheckout 13 Checkout description 14 Hide section Shipping Method if only one method is applicable 15 Enable adding comment to order 16 Show Newsletter checkbox 17 Newsletter checkbox checked by default 18 Show Discount Code section Please fill in the fields below and click Place order to complete your purchase! No Yes Yes Yes Yes The text displayed below the title to guide Customers how to process checkout is Please fill in the fields below and click Place order to complete your purchase! Not hide the Shipping Method section in frontend if your store uses only 1 shipping method. Show a textbox for Customers to add comments to their order. Show a checkbox for Customers to tick if they want to sign up for your newsletter. The Newsletter checkbox will be checked by default. Show a Discount code box for Customers to fill in their coupon. One step checkout v1.0 User Guide for Magento

21 No Field If you choose Result will be Product Thumbnail Shown In Order Review Section 19 Enable Yes The Checkout page will display product images in the Order Review section Field Position Management This section lets you enable/disable and rearrange the positions of fields in Billing/Shipping Address sections. Note: First Name, Last Name and Address are required in Magento 2 system. If you disable these fields, Customers cannot place order even if they fill in all information. You can rearrange fields into 2 columns like First Name on the left and Last Name on the right and spare Address a full column by choosing Address + Null. Besides, this section allows you to configure multiple stores so that the position of fields displayed on the One Step Checkout page will change according to each store s settings. One step checkout v1.0 User Guide for Magento

22 For example, if you want Default and Second store to be shown differently, choose Main Store Default/Second Store in the Current Configuration Scope box in the top-left corner. Then, rearrange the position as you want. After you configure in backend, the Checkout page will be shown in frontend as below: One step checkout v1.0 User Guide for Magento

23 Default store: Second store: One step checkout v1.0 User Guide for Magento

24 3.3. Required Field Management This tab allows you to configure which fields must be filled in to complete an order. Choose Yes for required fields and No for optional fields. As in the Field Position Management tab, three fields, including First Name, Last Name and Address, are required by default Auto-update Sections In this tab, you can configure which sections will be automatically updated whenever Customers change their information. *Note: The Checkout page is loaded fast or slowly depending on these configurations. To maximize your website s loading speed, you should enable only triggering fields and updated sections that are necessary and disable the unneeded ones. No. Field If you choose Result will be Sections updated when changing in Address 1 Auto update Sections following changes in Address Yes Auto-update sections Shipping Method, Payment Method and/ or Order Review when Customers change information in Billing/Shipping Address 2 Address fields triggered updating Sections Country, Postcode, State/region, City 3 Reload Sections When all required fields are field Auto-update chosen sections when Customers change information in the Country, Postcode, State/region, City fields Reload chosen sections when Customers change information in all required fields above One step checkout v1.0 User Guide for Magento

25 No. Field If you choose Result will be 4 Update Shipping Method 5 Update Payment Method Yes Yes Auto-update the Shipping Method section when Customers change information in triggering fields Auto-update the Payment Method section when Customers change information in triggering fields 6 Update Order Review Yes Auto-update the Order Review section when Customers change information in triggering fields Sections updated when changing in Shipping Method 7 Update Payment Method Yes Auto-update the Payment Method section when Customers change information in Shipping Method 8 Update Order Review Yes Auto-update the Order Review section when Customers change information in Shipping Method Sections update when changing in Payment Method 9 Update Order Yes Auto-update the Order Review Review section when Customers change information in Payment Method One step checkout v1.0 User Guide for Magento

26 3.5. Terms and Conditions Show Terms and Conditions: Choose whether to show the Term and Conditions popup on the One Step Checkout page or not. Terms and Conditions Title: Set a title for the Terms and Conditions popup. One step checkout v1.0 User Guide for Magento

27 Terms and Conditions Content (HTML): Enter your Terms and Conditions by using HTML code. Enable custom size: Choose whether to customize size of the Terms and Conditions popup or not. Width: Set the width of the popup Height: Set the height of the popup 3.6. Admin Order Notification An important feature of One Step Checkout is to send notifications to Admin when new orders are placed. Moreover, you can enter a list of s which you want to receive notification. To customize template, go to Maketing Templates, select Add New Template, then choose the New Order Notification template and click on the Load Template button. After the template is loaded, you can change its content in the Template Information section. The following is an example of notification: One step checkout v1.0 User Guide for Magento

28 3.7. Gift Wrap Configuration If you enable Gift Wrap, there will be a checkbox for Customers to tick if they want to wrap the products in cart. You can choose the gift wrap type to be per item or per order. Also, you can set the gift wrap fee for each item or order here. Once Customers choose your gift wrap service, the total gift wrap fee will be added to the Grand Total. One step checkout v1.0 User Guide for Magento

29 3.8. Gift Message Configuration If enabled, there will be a form for Customers to add sender, recipient name and a gift message for their friend Checkout Mode No. Field If you choose Result will be 1 Show Login Link Yes The Login link is shown on the checkout page 2 Enable Registration Yes Customers who don t have an account can create account before placing order. 3 Allow Guest Checkout No Customers cannot check out as guest. They need to register an account to place order. 4 Login Message - The text displayed as the Login link is Click here to log in or create a new account One step checkout v1.0 User Guide for Magento

30 Login Link in frontend: Registration in frontend: One step checkout v1.0 User Guide for Magento

31 3.10. Survey Configuration This tab is to enable Survey question in frontend. You can type in your question and answers by adding labels. When you choose to enable Other field, Customers will see a textbox to add their own opinion Style Management This feature allows you to customize style for the Checkout page of each store view. You can change color of headings and the Place Order Now button to fit your store s theme. There are 8 colors for you to select, including orange, green, black, blue, dark blue, pink, red and violet. If none of the default colors match your desire, you can select the Custom option and then customize your preferred one using the color picker table. With each store, you can select the color you want or use the default color. After selecting a color, you will see a preview of your checkout page with the color chosen. One step checkout v1.0 User Guide for Magento

32 Similarly, you can choose a default color for the Place Order Now button or customize it. One step checkout v1.0 User Guide for Magento

33 When you complete all settings, remember to click Save Config. Your checkout page in front-end will be displayed as your configurations: Wow, when you come to this point, you have almost grasped all the main benefits of our One Step Checkout extension. Sometimes, just viewing is not enough to really understand and enjoy something. It could be greater if you have an ownership of it and make it work as you wish. So, why don t you take action right away to feel its amazing effects on your sales? The End One step checkout v1.0 User Guide for Magento