ONE-STEP CHECKOUT MAGENTO2 USERGUIDE · ONE-STEP CHECKOUT MAGENTO2 USERGUIDE. Magento 2 One-Step...

2018

11/17/2018

ONE-STEP CHECKOUT MAGENTO2 USERGUIDE

Magento 2 One-Step Checkout Version 1.0 Page 1

Table of Contents Introduction Outstanding features ............................................................................................................................ 2

How to use 2.1. One Step Checkout page Overview .............................................................................................. 4

2.2. Login/Sign form. ........................................................................................................................... 5

2.3. Billing Address, Shipping Address ............................................................................................... 7

2.5. Time of Delivery ......................................................................................................................... 11

2.7. Coupon Code............................................................................................................................... 13

2.8. Gift Message ............................................................................................................................... 14

2.9. Gift Wrap ..................................................................................................................................... 15

2.10. Order Comment......................................................................................................................... 16

How to configure 3.1 General configuration .................................................................................................................. 19

3.1.1 General .................................................................................................................................. 19

3.1.2 Delivery Date Configuration ............................................................................................. 20

3.1.3 Default information ........................................................................................................... 21

3.2 Field Position Management. ........................................................................................................ 22


Introduction

According to recent studies, over 66% customers abandon the online shopping. Among

them there are many customers decide to deny the online shopping due to complicated

checkout procedure. By using our One step Checkout extension, checkout procedure is no

longer your big concern. Your customer’s time and effort would be saved in radical way, by

let all the checkout information be arranged together for customers fill in correctly.

Outstanding features

Checkout quickly with One Step Checkout for Magento 2

All checkout steps will appear simultaneously on a one page (Magento checkout one

page)

Auto-update selected later steps when there are any changes in former steps.

Auto-update Shipping Method, Payment Method and/ or Order Review when

Billing/Shipping Address is changed.

Auto-update Payment Method and/ or Order Review when Shipping Method is

changed.

Auto-update Order Review when choosing shipping/payment method.

Auto suggest for customers’ country, city, state/province and zip code by Google

Suggest technology at Magento one step checkout.

Auto-detect customer's location by GEO IP(after install Geo IP).

Automatic direct customers to one step checkout page after adding products to cart.

Allow customers to remove product, edit Qty at one step checkout page.

Auto-fill Billing/Shipping Address for logged-in customers who have updated

shipping/billing address.

Integrate with almost all related Magento checkout extensions.

Login/ Checkout mode

Supported checkout mode: register, guest, logged in.

Ajax pop up for login/forgot password


Custom Style for One step checkout page.

Change checkout title and description.

Select style color to fit with store theme.

Integrate with various Shipping and Payment methods

Support most popular payment methods: Check/ Money, Credit Card, PayPal, PayPal

Pro, Sage Pay, Moneybookers, 3D Secure Authorize.net, 2Checkout, Ice pay (10 payment

methods) and Wirecard Checkout Page.

Set the default shipping method & payment method.

Simple to Enable/disable fields such as: city, region, telephone, company, fax in

Billing Address section.

Allow to arrange positions of fields in Section Billing & Shipping Address.

Extra Features

Allow Customers to choose delivery date and time.

Allow Customers to add coupon codes right on the checkout page

Choose to sign up for newsletters.

Customers can add gift messages and comments to their order.

Customers can choose to gift-wrap their order. Gift wrap fee can be configured by

Admin in backend

Customers may have to check the box “Read and agree to the Terms & Conditions”

before placing orders

Others

Responsive Magento One Step Checkout design.

Support multiple stores, multiple languages

Open source 100%

Easy to install and configure

User-friendly interface


2. How to use

2.1. One Step Checkout page Overview

After customer add the product to card and click to checkout button. The One step checkout

page will show:


The 2-Step checkout page is a page with 2 separate steps.

Customers have to complete each step before going to the next one. On the One Step

Checkout page, all steps appear simultaneously. Customers can fill in/edit information of

any steps any time. This improvement can save Customers 2-3 minutes for checkout.

2.2. Login/Sign form. If Customers already have an account, they can click on Click here to login or create a new

account. A popup will be displayed. They just need to enter their email address and

password then click on the Login button.


- If Customers forget their password, they can click on Forgotten your password? Then enter

their email address and click on the Send password button. The module will send a new

password to their email address.

- If Customers don’t have an account in your site, they can create one right away by clicking

Create a new account, filling in the required information, then click Register. The new

account will be created before placing orders.


2.3. Billing Address, Shipping Address

If Customers have already logged in, they can skip the Shipping Address section as

their information is automatically added. If Customers want to change shipping address,


select New Address and change the information or to save time, Customers can allow on

step check out know their location.

In case of not logging in, they will see fields to fill in: First name, Last name, Address...as

you configured in backend.

After providing a shipping address, if Customers want to create bill to another address,

they can unselect the box My billing and shipping address are the same then fill

information in the Billing Address section


In both Billing Address and Shipping Address sections, when Customers type some

first characters of their address, the system will show matching results suggested by

Google.


When there is any change in Shipping Address and Billing Address sections,

Shipping Method, Payment Method and Order Review will be updated right away

without reloading the page. Why is this feature useful? Let us give an example. A

Customer may consider between 2 shipping addresses. He can see right on the

checkout page that for 1 address, shipping fee is cheaper and payment method can be

Cash On Delivery, but with the other address, just money transfer and advanced payment

are accepted.

2.4 Shipping Method, Payment Method

After Customers choose or change Shipping Method and Payment Method as

preferred, the Order Review section will be updated correspondingly.


2.5. Time of Delivery

To bring the most convenience to your Customers, you can enable the Delivery time

and date in backend. Then at checkout they can select when will be most suitable for

them to receive items ordered.


2.6. Order Review

The Order Review section shows all items ordering as well as product images. If Customers

change their decision, they can edit quantity or remove products without going back to the

Shopping Cart page. Any changes will be updated right at checkout.


2.7. Coupon Code

With the default checkout, Customers only can apply coupon codes on the Shopping Cart

page. With One Step Checkout extension of Spozend, you can let Customers enter their

coupon code right below Order Review on the checkout page.


2.8. Gift Message

Spozend’s One Step Checkout supports gift purchasing effectively. Customers can add a gift

message along with their order. They just need to enter the sender name, recipient and

message into text fields.


2.9. Gift Wrap

You can provide gift-wrap service at checkout and configure its price. After Customers tick

option Gift Wrap, a gift-wrap fee will be added, and Estimated Total will be updated.


2.10. Order Comment

Customers also can add additional comments to their orders on the Checkout page, such as

special instructions or the color of wrapping paper.


After filling in required information, Customers click on the Place order now button to

finish. They will see a confirmation page like this.


3. CONFIGURATION

To configure the One – Step checkout extension, please follow steps:

Stores -> Configuration


3.1 General configuration

3.1.1 General

Number Field Example Description

Enable One-Step-

Check out module

Yes One Step Checkout feature

becomes active on the

checkout page.

Checkout Title One step checkout Enter the title for the

checkout page, include

main keywords for better

SEO rankings.

Checkout Description Welcome to the checkout.

Fill in the fields below to

complete your purchase!

Use the Description field to

provide customers with

additional information about

taxes (e.g. VAT) or any other

payment aspects. Use <html>

to highlight the important

points.

Auto redirect to One

Step Checkout Page

No Navigate Customers to the

One Step Checkout page. To

Turn off this function, select

“No”.

Enable Billing to

different Address

Yes Enable the checkbox named

“My billing and shipping


address are the same”. After

Customers unselect this box,

the Billing Address section

will be displayed for

Customers to fill in

information.

Enable suggest

address by Google

No Show matching results

suggested by Google when

Customers type some first

characters in the Address

field.

3.1.2 Delivery Date Configuration


Enable Delivery Date

Time

Yes Enable the Delivery time and

date section on One Step

Checkout page. Customers

can select their preferred

shipping date and time. The

information

is also added when

Customers review their

orders in My Account

Disable Day Enter the Days cannot deliver

Disable Hour 0-7, 17-23 Enter the Hours range cannot


deliver

Enable house security

code

No

3.1.3 Default information


Default Payment

method

Check / Money order In the Payment Method

section,

option Check/Money Order

will be pre-selected.

Default Shipping

Method

Flat rate In the Shipping Method

section,

option Flat rate will be pre-

selected.

Default country Denmark In Billing Address/Shipping

Address, Denmark will be

pre-selected as Country, You

can set the default country as

your choice.

Default region/state Copenhagen Enter the default region/state

of the default country into the

blank space.

Default zip/postal

code

90034 Enter the zip/postal code of

the default region/state into

the blank space.

Default city Enter the default city of the

default region/state into the

blank space.

3.1.4 Display Fields & Product Thumbnail Shown In Order Review Section.



Enable adding

comment to order

Yes Show a textbox for

Customers to add comments

to their order.

Show Newsletter

checkbox

Yes Show a checkbox for

Customers to tick if they

want to sign up for your

newsletter.

Newsletter checkbox

checked by default

Yes The Newsletter checkbox

will be checked by default.

Show Discount Code

section

Yes Show a Discount code box

for

Customers to fill in their

coupon.

Enable Yes The Checkout page will

display

product images in the Order

Review section.

3.2 Field Position Management.

This section lets you enable/disable and rearrange the positions of fields in Billing/Shipping

Address sections.


Note: First Name, Last Name and Email Address are required in Magento 2 system. If you

disable these fields, Customers cannot place order even if they fill in all information. You

can rearrange fields into 2 columns like First Name on the left and Last Name on the right

and spare Address a full column by choosing Address + Null.

Admin Order notification

An important feature of One Step Checkout is to send email notifications to Admin when

new orders are placed. You can choose “yes” or “no” to enable email notification

Gift Wrap Configuration


If you enable Gift Wrap, there will be a checkbox for Customers to tick if they want to

wrap the products in cart.

You can choose the gift wrap type to be per item or per order. Also, you can set

the gift wrap fee for each item or order here. Once Customers choose your gift wrap

service, the total gift wrap fee will be added to the Grand Total.

Gift Message Configuration

If you want to show the login link to customer, enable this function by choosing yes. The

Login link is shown on the checkout page.

Enter the content you want to show to notice they login.

Geo IP


In this section, admin is allowed to enable the auto-detect location feature. By choosing

“yes” you will enable this feature. However, follow 2 steps as picture above.

Style Management

There are 6 colors for you to select, including orange, green, black, blue, pink,

red. With each store, you can select the color you want or use the default

green.

After selecting a color, you will see a preview of your checkout page with the color

chosen.

If none of the default colors match your desire, you can select the Custom option and then

customize your preferred one using the color picker table.


Similarly, you can choose a default color for the Place Order Now button or customize it.

Finally, Click Save Config button to save all your work!.

Website :www.spozend.com

Zendesk: spotire.zendesk.com

Email : [email protected]

ONE-STEP CHECKOUT MAGENTO2 USERGUIDE · ONE-STEP CHECKOUT MAGENTO2 USERGUIDE. Magento 2 One-Step...

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