结账¶
You can customize the checkout steps, add more content using the website builder, and enable additional features such as express checkout and sign in/up at checkout.
You can use building blocks to add content at any step of the checkout process. To do so, from any checkout page, go to
, and drag and drop building blocks to the page.注解
Note that content added through building blocks is specific to each step.
结账步骤¶
订单审核:促销代码(和小计)¶
If you have enabled Discounts, Loyalty, & Gift Card in the settings ( ), you can enable the Promo Code field ( ) from any checkout page. Customers can then redeem gift cards and promotional codes at the Review Order step.
此外,您可以通过启用 在小计中显示折扣 来显示已应用折扣的小计。
地址:B2B字段¶
Optional TIN/VAT and Company Name fields can be added to the Billing Address form for B2B customers, at the Address step. To add the fields, go to from any checkout page, and enable Show B2B fields.
请求额外信息(附加步骤)¶
You can request Extra Info from the customer by adding an Extra Info step between the Address and Confirm Order steps. To do so, go to from any checkout page, and enable Extra Step Option.
The Extra Info step is an online form linked to the quotation or sales order of the customer. The information added during that step can be found on the quotation or sales order of the customer from the back end, in the Sales app.
When enabled, you can remove, add, and modify fields of the form by clicking on Edit in the top-right corner, and then clicking on any of the form’s fields. All customization options, as well as the + Field button to add new fields, are available at the bottom of the Customize menu under the Field section.
确认订单:条款和条件¶
You can ask customers to agree to the Terms & Conditions in order to confirm their order by enabling Accept Terms & Conditions under on any checkout page.
快速结账¶
You can enable a Buy Now button on products’ pages which instantly takes the customer to the Confirm Order checkout page, instead of adding the product to the cart. To do so, go to and tick Buy Now. Alternatively, the Buy Now button can also be enabled from any product’s page by going , in the Cart section.
The button can be found next to the Add to Cart button on the product’s page.
游客和已登录用户结账¶
It is possible to introduce a checkout policy under which customers can either checkout as guests or signed-in users only. Customers can also checkout as guest, and optionally sign up later in order to track their order, if enabled.
要选择一个策略,请转到
。您可以在以下选项之间选择:Optional: allows guests to checkout and later register from the order confirmation email to track their order;
禁用(以访客身份购买): 客户只能以访客身份结账;
强制(无访客结账):只有已登录的客户才能结账。
B2B访问限制¶
If you wish to restrict checkout only to selected B2B customers, enable Mandatory (no guest checkout) and go to . Select the customer you wish to grant access to, click , and click Grant Access.
小技巧
设置是 特定于网站 的,这意味着您可以设置一个允许 访客 结账的B2C网站,以及另一个为B2B客户提供 强制 登录的网站。
注解
Users can only have one portal access per email. They cannot be granted access to two different portals with the same email address.