Checkout messages are used to display messages to the user when they are checking out. Some examples of checkout messages are:
- Certain rules and regulation regulations to be taken into account when purchasing certain products, ie hazard hazardous substance warnings warnings;
- Changes to order orders over holiday periods;
- Expected shipping delays on certain products.
When a checkout message is displayed, there is is an option for a confirmation box to be added so that the user must acknowledge the message before continuing.
Checkout messages are shown to all users at the checkout stage but they can be configured so that the message is only shown when certain criteria is met.
Some examples for of criteria that can be set up to limit when a checkout message is shown:
- Orders with products from a specific category;
- Specific customers;
- Orders containing specific products;
- Orders over/under/between certain dollar valvalues.
Step-by-step guide
To
...
Create a Checkout Message:
- From the Administrator Role, under Login as an Administrator.
- Navigate to 'Settings' click on --> 'Checkout Message' or navigate to: 'CheckoutMessageMain (CheckoutMessageMaint.aspx).
- Click the 'New' button on the grid to start creating the checkout message.
- Enter the 'Sort Code/Mask' to define a product category. Enter a sort code for one group of products, '%' for all ALL products, or leave blank if using an 'OverRide Override Query'.
- Set the value for 'Is Plain Text?''Checked'; :
- Ticked - The message in is plain text and will be displayed as is'UnChecked'; .
- Unticked - The message is HTML and will be displayed as rendered HTML code, with formatting, etc.
- Set the value for 'Requires User Confirmation''Checked'; :
- Ticked - Displays a checkbox that the user must enable before being allowed to continue
- 'UnChecked'; Unticked - Message is displayed, user does not need to enable to continue
- Enter an 'Override Query' if required (see examples below).
- Set the value for 'Applies to Mode' to indicate a whether the message applies to appear for B2B, B2C or both user roles.
- Select the 'Top Template' if applicable
- Select the 'Field Group Name' if applicable
- Select the 'Bottom Template' if applicable
Click
on'OK' to save
your changes or 'Cancel' to discard the checkout messagechanges.
Setting | Description |
|---|---|
Sort Code/Mask | The sort code or category code. Can also use wild cards for multiple categories , i.e. SX123% |
Message | The message that is displayed to the user, this can be written in plain text or alternatively writing using HTML Code. |
Is Plain text? | Used to identify whether the message is displayed as plain text or HTML Code which will be rendered to the user. |
Requires User Confirmation | Used to include a checkbox for the user to select before they can continue. |
Override Query | Used to define alternative criteria to be met before the message is displayed to the user. An example would be: product.conditioncode = 'T' |
Applies To Mode | Used to specify whether the message is displayed to B2B users, B2C users or both. |
Top Template | The template that is displayed above the message. |
Field Group Name | The fieldgroup that is defined on the prontosalesorder table to be displayed along with the message. |
Bottom Template | The template that is displayed below the message. |
...
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To Display a Checkout Message When a Product in a Specific Category is on the Current Order:
To Display a Checkout Message When a Product under a higher level Category is on the Current Order:
To Display a Checkout Message For a Specific Customer:
To Display a Checkout Message When a Certain Product is on the Current Order:
To Display a Checkout Message When the Current Order Amount is Greater than $200.00 Ex Tax:
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