Basic settings:
Enable checkout - This checkbox let you specify whether or not checkout is enabled at all (disable to not sell products or rely solely on a third-party checkout system).
Pane:
Each section in the checkout process is defined as a checkout Pane. These panes allow for the calculation of shipping costs, the payment method and for the collection of customer information regarding their order.
Checkout panes are defined by modules and may be toggled on or off. You can rearrange them by dragging the + handle or by adjusting their weight (See show row weights at the top right of the pane box). Panes are displayed on the screen in order of lowest weight to highest weight. Feel free to tweak the default order to something you think is more natural for your customers to use, but bear in mind that some panes depend on other panes for information:
- The billing information pane has a button to copy the delivery address to it.
- The shipping cost pane calculates a quote based on the cart contents and delivery address blocks.
- The payment method pane keeps a running list of order line items based on the cart contents, taxes based on the delivery address, and shipping quote.
- Calculate shipping cost - If you are selling shippable products, this should be shown.
- Payment method - Allows the customer to select how they would like to pay if there are multiple options.
- Cart contents - Displays the contents of the shopping cart.
- Customer information - Captures the customer name, email etc...
- Delivery information - Collects the delivery address
- Billing information - Collects the invoice or billing address
- Order comments - Allows the customer to enter comments relating to the order.
Use the same address for billing and delivery by default - This checkbox allows you to hide the Delivery information pane above.
Hide delivery information when carts have no shippable items - This checkbox will cause various parts of checkout to be hidden when no shippable products are found in the customer's cart.
Use collapsing checkout panes with Next buttons - This checkbox allows you to show each checkout pane individually with a Next button to navigate to the next Pane. By default, all of the enabled panes are shown. If you prefer to show each pane as a multi-page checkout then check this box.
Notes:
The delivery and billing information panes collect standard address information from your customers. However, different countries and stores will have different needs. The address fields have been made flexible to account for this. See the Store » Configuration » Countries and addresses (admin/store/settings/countries) where you can enable/disable different fields, rename them (e.g. Postal code to Zip code for U.S. stores), and mark them as required or not required.
Anonymous checkout
Enable anonymous checkout - This checkbox allows new customers to place orders without having to create an account first. On completion of the checkout process, the new customer will have an account created for them.
Allow anonymous customers to use an existing account's email address - If enabled, orders will be attached to the account matching the email address. If disabled, anonymous users using a registered email address must log in or use a different email address.
Require e-mail confirmation for anonymous customers - If this is checked, then the customer must click a confirmation link in the email sent after the account is created.
Allow new customers to specify a username - This checkbox, when enabled allows the customer to specify their own username. By default, the customer's email address will be used for their username.
Allow new customers to specify a password - This checkbox, when enabled allows the customer to enter their own password.
Send new customers a separate e-mail with their account details - By default the order details and account details are contained in one email. The invoice template can be adjusted if desired.
Log in new customers after checkout - This checkbox will automatically log the new customer into their account.
Set new customer accounts to active - This checkbox allows you to set whether the user account is active or not. Some sites may wish to have user accounts for tracking purposes but do not want users logging into the site. In those cases, you may uncheck this checkbox so that new accounts are created with a blocked status preventing them from logging in with those accounts. You will want to adjust your notification settings to make sure your customers don't receive an account notification and then find their accounts blocked.
Customer information pane
New account details help message:
Enter the help message displayed in the new account details fieldset when shown.
Payment method pane
Show the order total preview on the payment pane - This checkbox will show the order total preview.
Instruction messages
Checkout instructions - This text area allows you to provide instructions for customers at the top of the checkout screen.
Checkout review instructions - This text area allows you to provide instructions for customers at the top of the checkout review screen.
Completion messages
Alternate checkout completion page - This text area allows you to specify an alternate checkout page. It is recommended to leave this blank to use the default completion page.
Each of the following text boxes in this section let you adjust various messages on the cart pages. Each one should have a little description underneath that lets you know where it will be displayed. Feel free to play with these and run through the checkout process several times to make sure you're happy with the results.
- Message header
- Logged in users
- Existing users
- New users
- New logged-in users
- Continue shopping message
You can use the following tokens that Ubercart will translate: -
- !site - This will be translated to the site name.
- !new_user - This will be translated to the username of a newly created user.
- !new_password - This will be translated to the password of a newly created user.
** todo (add link to tokens) - There's a list of other available tokens at the bottom of the pane. - todo **
Tips:
You might consider the following design tips for your site:
** todo - Remove checkout distractions - change URL to correct one - todo **