Checkout process and options
When the checkout process begins, the transaction shifts to a secure, encrypted channel. A padlock symbol appears in the address bar of the browser, and the URL changes from http to https.
Process
The goal for the checkout process is to gather the information necessary to complete the transaction. The Checkout page leads the customer through each step of the process. Customers who are logged into their accounts can complete checkout quickly, because much of the information is already in their accounts. Customers associated with a company account that uses purchase orders have a slightly different workflow.
Shipping
The first step of the checkout process is for the customer to complete the shipping address information, and to choose the shipping method. If the customer has an account, the shipping address is entered automatically, but can be changed if needed.
The progress bar at the top of the page follows each step of the checkout process, and the Order Summary shows that the information entered so far.
Ship to a different address
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If there are additional entries in the address book, the customer finds the address where the order is to be shipped.
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To select the address, clicks Ship Here.
Add an address
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At the bottom of the Shipping Address section, the customer clicks + New Address.
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Completes the Shipping Address form.
By default, the customer’s first and last name initially appear in the form.
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To save the new address in the address book, the customer selects the checkbox at the bottom of the form.
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Clicks Save Address.
The new address is now selected as the shipping address.
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Choose the shipping method
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In the list of shipping methods, the customer chooses the option that they want to use.
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Clicks Next to continue.
Review and Payments - Regular Order
During the second step of the checkout process, the customer chooses the payment method, and applies any coupons with promotional codes to the purchase. All information can be reviewed, and edited if needed. If enabled, the customer must agree to the terms and conditions of the sale before placing the order.
Review and Payments - Purchase Order
When a customer is associated with a company that has enabled purchase orders, all orders are processed as purchase orders. Available payment methods are determined by the company account settings.
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The customer selects a payment method.
When using the Payment on Account method, the Custom Reference Number field can be used to reference an invoice number.
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The customer clicks Place Purchase Order.
The purchase order is placed.
If the company has set up approval rules, the purchase order goes through the approval process. Otherwise, it is processed immediately.
Number of items displayed in the order summary
Admin users can change the maximum number of items displayed in the order summary at checkout to streamline the display with fewer products. By default, this value is set to 10.
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On the Admin sidebar, go to Stores > Settings > Configuration.
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In the left panel, expand Sales and choose Checkout.
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Expand
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For Maximum Number of Items to Display in Order Summary, enter the maximum number of items to be displayed.
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Click Save Config.
With this update, the order summary displayed during checkout is limited to the specified quantity of items.
Order confirmation
The order confirmation appears after the order is placed. For registered customers, the page includes the order number with a link to the customer’s account, and a link to generate a receipt. Registered customers are told to expect order confirmation and tracking information by email. Guests are encouraged to create an account to track the order. Registered customers can generate a receipt by clicking a link.
The order confirmation page is also called the Success page, and is used by analytics programs to track conversions.
Checkout options
The checkout options control various attributes for the checkout page, including the layout. There are options that you can configure to place constraints on checkout, including allowing guest checkout and enforcing a terms and conditions agreement. There are also options for controlling the display of information during the checkout process.
For a detailed description of each of these configuration settings, see Checkout Options in the Configuration Reference Guide.
Change the checkout options
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On the Admin sidebar, go to Stores > Settings > Configuration.
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On the left panel, expand Sales and choose Checkout.
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Set any of the following options that you require.
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Click Save Config.
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Expand
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If the settings are for a specific store view, choose the store view where the configuration applies.
When prompted, click OK to continue.
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Set the checkout options.
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Click Save Config.
Available checkout options
Yes / NoYes / NoPayment Method / Payment Page10.
Yes / No