Documentation
Documentation

Ordering products

Commerce items are easy to locate. You can search for a specific item, or you can search on a specific keyword to find the desired item. Each line in the search results list includes a link that directs you to that item's landing page. The landing page can contain product details, event specifics, a roster of group members, and related items such as announcements and publications that are pertinent to the commerce item. The information displayed on the product landing page is customizable.

All commerce items, including membership, subscriptions, and events are handled through a single shopping cart.

After checkout, users can view the order confirmation. Users can also send the order confirmation with email. Your staff can order items On behalf of others, such as phone or mail orders.

Before you sign in, you can add commerce items such as products, subscriptions, and events to your cart. Those items will be displayed in your cart when you sign in. If you finish shopping or sign out, any cart selections are saved and are displayed when you return, including any additional items you add before signing in again.

For example, assume you added a shirt to your cart before signing in. You signed in, and added a Student Membership to your cart. You then signed out and went on break. After your break, you added a mug to your cart, then decided to sign in and check out. All three products will be displayed in your cart.

If you or the person on whose behalf you are acting have any outstanding renewal invoices, you can select Open invoices and add them to the cart.

Ordering commerce items

Do the following to order a commerce item:

  1. Go to Commerce > Find products or Search for an event, subscription, or commerce item.
  2. Click an item to view item details.
  3. Click Add to Cart. The system displays a message that the item was added to the cart. The number of items in the cart is shown in the cart icon.
  4. (optional) Change the quantity of the item in the cart and click Update Cart.
  5. Click View Cart to see the contents of the cart.
  6. Click an item to return to its landing page.
  7. (optional) Change the quantity of any item in the cart and click Update. If you enter zero (0), the item is removed from the cart.
  8. (optional) Shop for more items and add them to the cart. The item count in the cart icon at the top of the page increases with each addition.
  9. Click View Cart to see the contents of the cart.
  10. If you have not yet signed in, sign in or create an account.
  11. Enter Shipping details:
    • (optional) Click Choose another address and select the desired shipping address, if different from the default. To make permanent changes to addresses, to add a new address, or to change the preferred Shipping Address, click Manage addresses and make the changes on the account page.
    • Select the Shipping method.

    📘 Note

    You are not prompted to enter shipping details if you are not purchasing a shippable item.
    An item is considered shippable if Incurs shipping charges is enabled on the Accounting tab when adding or editing a product on the Staff site.
  12. Enter the Payment details:
    • (optional) If you select a credit card payment option and the Card address is different than the default billing address, click Choose another address and select or enter the desired credit card address.

    📘 Note

    If you change the address, the new address is used only to validate the credit card for this order. The changed address is not stored in the database.
  13. Click Submit Order. The system displays the order confirmation with payment information, a list of the items ordered, and the shipping method and charges. The tax amount is calculated from the schedules that are set up by your system administrator.
Searching for an order

Do the following to search for an order:

  1. Go to Reports > Commerce reports.
  2. Select a query and enter the requested information.
  3. Click Run.
  4. Click on a link to view order details.
Viewing a contact's orders

Do the following to view a contact's orders:

  1. Search for and select a contact.
  2. Click the Transactions tab.
  3. Locate the Orders section
  4. Click an Order Number to view an order conformation.
  5. To print the order, click Printable version and use the browser's print feature.

Updated 4 months ago

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