Setting up your store's checkout steps

Once you've stocked your online store and set up a payment method(s), visitors to your store can start buying products from you.  

When a customer clicks Buy now in your online store, they're redirected to a checkout area, consisting of four steps: 

  1. Customer information
  2. Shipping method
  3. Payment method
  4. Order confirmation

1. Customer information

If a customer on your online store hasn't yet logged in, they're redirected to a login page where they enter their email/password combination to access their account. The customer also has the option to log in using their Facebook account, provided you've enabled the social login option.

If the customer has not yet set up an account with your online store, they can either:

  • register by clicking the Register button, and then, log in when they've completed the registration process to continue shopping
  • or click Buy as a guest

After logging in or buying as a guest, the customer is redirected to a customer information page, where they must enter personal information such as name, address and any other fields you've set as required information. Required and/or optional fields can be configured in the

You can configure both required and/or optional fields in the Name and address area of the Advanced page, by navigating to SYSTEM > Settings > GENERAL SETTINGS > Advanced in the left menu of the Back Office.

2. Shipping method

This step informs the customer about the shipping costs. What the customer sees in this step depends on the shipping method(s) you configured under SYSTEM > Settings > SHOP SETTINGS > Shipping Methods in the left menu of the Back Office. If a shipping method(s) is not displayed, verify the following:

  • Make sure a shipping method is configured for your online store by navigating to SYSTEM > Settings > SHOP SETTINGS > Shipping Methods in the left menu of the Back Office.
  • Make sure a shipping method exists for the country of origin. For each shipping method you've configured, you must specify the countries/regions where the shipping method is available.
  • Make sure package weights have been set up properly as shipping costs depend on this. If an individual product or the products collectively fall outside the weight class of a given shipping method, the shipping method will not display.

3. Payment method

The next step prompts the customer for the payment method. The payment methods that display depend on what you've set up under SYSTEM > Settings > PAYMENT SETTINGS > Shipping Methods in the left menu of the Back Office. Before offering a payment method in your online store, make sure its settings are configured properly in the Back Office. 

4. Order confirmation

The final step that a customer sees is the order confirmation. In this step, the customer can submit comments that you'll see on the dashboard of the corresponding order in question. In addition, the customer will have to accept your general terms and conditions, prior to placing their order and subscribing to your newsletter.

If a customer chooses a payment method that involves immediate payment, such as Paypal, they are redirected to the payment service provider's (PSP) website when the customer clicks Buy now. After payment is processed, a Thank you page displays, which you can create under WEBSITE > Content > Pages in the left menu of the Back Office.

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