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Order placement improvements Rate Topic   - - - - -

 
  • zeke
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Posted 12 March 2010 - 01:30 PM #1

Based on: http://cscart.uservo...order?ref=title

Also several features for European countries will be added, check the specification. Any additions and suggestions are welcome.


1. New status "incompleted" will be added to mark incompleted orders. Orders with this status will be displayed in the separate list in admin panel. No notifications will be sent for such orders and customer won't see them.
2. Landing page will be added: this is the page, which customer will see after successful purchase. Contains text, "continue shopping" button, "view my order details" link and "view my orders" link.
3. The logic of order statuses assignment:
Customer clicks "place order" button, order sets to "incompleted" status (and it does not decrease inventory).
# If this is the offline payment method, status changes to "open" and customer is redirected to landing page.

# If this is the online payment method:
* if payment response is "positive", status changes to "processed" and customer redirected to landing page.
* if payment response is "negative", customer is redirected to the last step of checkout and error is displayed in the "big red box" :). If customer click "place order" again, new order will not be created, will be used the current one.

4. Order statuses settings. New option will be added to each status: "Invoice/Credit memo" with the following variants:
# default: "print invoice/print invoice pdf" buttons will be displayed on order details page "invoice ID/credit memo ID won't be generated.
# invoice: "print invoice/print invoice pdf" buttons will be displayed on order details page. Also invoice ID will be generated and displayed near order ID field in all templates.
# credit memo: "print credit memo/print credit memo pdf" buttons will be displayed on order details page. Also credit memo ID will be generated and displayed near order ID field in all templates.
# order: "print order details/print order details pdf" buttons will be displayed on order details page.

So, invoice ID and credit memo ID will be generated continuously for the appropriate orders only, e.g. (the "completed" status has "Invoice/Credit memo" option set to "invoice", the "cancelled" status has "Invoice/Credit memo" option set to "credit memo"):

order ID |    status    | credit memo ID | invoice ID
5        |  completed   |       -        |  1
6        |  incompleted |       -        |  -
7        |  cancelled   |       1        |  -
8        |  completed   |       -        |  2
etc...


 
  • pbannette
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Posted 12 March 2010 - 03:57 PM #2

Zeke,
I have a suggestion for the Landing page, which is a welcome addition.
In the admin, can you have a text area that would insert into the landing page? This area would contain other messages a cart owner would like to put and also the many tracking codes that many use.
I have another cart where this is done. I never have to go edit a template to add common elements, just fill out a text area, and the contents are automatically inserted. Maybe the ability to add blocks to the landing page.
Thanks,
Bob

 
  • indy0077
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Posted 12 March 2010 - 05:15 PM #3

Invoices should be separate numbered and not take the invoice # from the order #. One of the EU rules says that invoices must be numbered with numbers at the end in 1 step ascending.

That's the current problem because if an order (or more) will be canceled then the invoice # chain will be broken because of missing invoice numbers (invoices).

Conclusion:

1. Invoice numbers should be generated only for successful orders and with separate numbering.
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  • indy0077
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Posted 12 March 2010 - 05:19 PM #4

... NICE... the edit button is MISSING, why?

Anyway I want to say that if it works as in your example above, then it should be fine for EU governments.
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  • krur
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Posted 12 March 2010 - 05:36 PM #5

hi Zeke

glad to see the "invoicing" topic being put into official cs-cart release.

you should know i ask you to develop the invoice module, and i hope to see all its features in next cs-cart versions

especially the possibility to define (with pattern) the invoice ID (like "STRING_%YEAR%_%INVOICE_ID%) and the possibility to reset the invoice id at the beginning of every year! (like we have to have in italy and other european countries!

i hope you will check all the translation labels.. to differentiate "invoices" (the ones having an invoice ID) from simple receipts/orders

many thanks and good work!
stefano cecere
krur.com - multimedia company
CS-Cart v2.0.12 - italian mods (full translations and data + Banca Sella + Invoices / Fatture)

 
  • jobosales
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Posted 12 March 2010 - 10:48 PM #6

zeke-

This sounds like a huge improvement over the current situation.

I agree with pbannette that there needs to be an easy way within the Admin to specify a standard message for the landing page (maybe part of Company settings). I also think this makes the ideal area for storeowners to specify tracking code without needing to mod TPLs.

In addition, I would like to see payment-specific messages displayed on the landing page. For each payment method, we should be able to create a specific message/instructions that would display on the landing page. For instance, if the customer paid by check or money order, the landing page would include something like the message:

Thank you for your order. Please make your check payable to BUSINESS NAME.
Please send your payment and a copy of your invoice to:
BUSINESS NAME
Street Address
City, ST ZIP


If they used 'Phone ordering, the message might say:

To complete your order, please call 555-555-1212 with your payment information. Please reference this order: 999999


Ideally, in the above example, a variable would display the actual order number.

If they specified fax ordering, the message might say:

To complete your order, please print and fax a copy of this order with your payment information to 555-555-1212


By specifying payment-specific messages, we can provide the pertinent call to action making it easy for the customer to know exactly what to do next.

Bob
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  • customfx
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Posted 12 March 2010 - 11:07 PM #7

Right on Bob!

Like the idea of specific info based on payment method.

To add to the 'standard' message, it should be able to be edited using wysiwyg (just like a product description field). Maybe the right place for this is with the Payment Methods.

Cheers,
Greg

P.S. Zeke, Re the Shipping Address. I am finding quite a number of customers miss the link to open the Shipping Address. I would like to be able to have this displayed all the time. I know this does not suit everybody, so maybe a simple checkbox in Admin which when ticked, expands the Shipping Address fields in the Checkout. Is this possible?

Great stuff :)
v2.1.1

 
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Posted 12 March 2010 - 11:25 PM #8

P.S. Zeke, Re the Shipping Address. I am finding quite a number of customers miss the link to open the Shipping Address. I would like to be able to have this displayed all the time. I know this does not suit everybody, so maybe a simple checkbox in Admin which when ticked, expands the Shipping Address fields in the Checkout. Is this possible?


I agree, the ability to determine exactly which step a customer should be taken to in the one page checkout would be a great improvement in reducing customer confusion.

There is already a setting within admin>settings>General "If all the customer data is filled in, then show the following step at one-page checkout". If this option also allowed to choose from either the billing or shipping address steps, it would be ideal!
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  • gasngrills
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Posted 12 March 2010 - 11:29 PM #9

Thank you Zeke , This has to be one of the most important fixes you do for this awesome cart. I'm looking forward to this and I can't wait.

Joe

CS-Cart 4.9.1


 
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Posted 12 March 2010 - 11:35 PM #10

There is already a setting within admin>settings>General "If all the customer data is filled in, then show the following step at one-page checkout". If this option also allowed to choose from either the billing or shipping address steps, it would be ideal!


Actually........ The more I look this over, IMO the best & most likely easiest way to handle this would be to completely remove this option & automatically just send the customer to the address section of checkout.

I can understand the initial thoughts behind bypassing the address details for a customer already logged in, however, unfortunately I believe it causes a great deal of confusion to customers to bypass their address details during checkout!
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  • jobosales
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Posted 12 March 2010 - 11:37 PM #11

To add to the 'standard' message, it should be able to be edited using wysiwyg (just like a product description field). Maybe the right place for this is with the Payment Methods.

Yes, that is exactly my idea - each payment method would allow you to specify the message to be displayed on the "Thank you" landing page.

But there should also be the ability to specify a general message which appears on any successful order regardless of payment method. As pbannette points out - this would also be a good place to enter any code used for additional tracking. I was just saying it might make sense to enter this information on the Company settings page but it can be entered wherever they think is best as long as it gets called during the landing page display.

Bob
CS-Cart 2.0.14 (testing)

 
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Posted 12 March 2010 - 11:54 PM #12

P.S. Zeke, Re the Shipping Address. I am finding quite a number of customers miss the link to open the Shipping Address. I would like to be able to have this displayed all the time. I know this does not suit everybody, so maybe a simple checkbox in Admin which when ticked, expands the Shipping Address fields in the Checkout. Is this possible?

I suspect the developers will create a separate thread for each of the items accepted in the UserVoice system. So get your suggestions ready for the 'Checkout' thread. We need to make sure they will address the issues in both the one-page and multi-page checkout.

I think this thread is the first up because they already had it on their roadmap and some planning had already been done.

Bob
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  • customfx
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Posted 13 March 2010 - 12:38 AM #13

Yes, that is exactly my idea - each payment method would allow you to specify the message to be displayed on the "Thank you" landing page.

But there should also be the ability to specify a general message which appears on any successful order regardless of payment method. As pbannette points out - this would also be a good place to enter any code used for additional tracking. I was just saying it might make sense to enter this information on the Company settings page but it can be entered wherever they think is best as long as it gets called during the landing page display.

Bob


Yes Bob. 100% agree.

I like the way CS is taking things now. Lots of fixes and some new stuff. Very pleasing that they really listen. I think 2.0.9 was a watershed version.
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Posted 13 March 2010 - 12:40 AM #14

Sorry for the extra post but we are not able to edit existing posts in this forum.

Just to be clear about the payment method message/instructions - this should be a separate field from the existing description field which is displayed on the checkout page, and should allow use of the visual HTML editor. If this message field is not empty, its contents would be displayed on the landing page.

Bob
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Posted 13 March 2010 - 12:53 AM #15

Zeke,
I have a suggestion for the Landing page, which is a welcome addition.
In the admin, can you have a text area that would insert into the landing page? This area would contain other messages a cart owner would like to put and also the many tracking codes that many use.
I have another cart where this is done. I never have to go edit a template to add common elements, just fill out a text area, and the contents are automatically inserted. Maybe the ability to add blocks to the landing page.
Thanks,
Bob


Great suggestion and the most important.

We need to be able to easily change the message after the sale that is made or failed.

Version 4.9.2


 
  • jobosales
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Posted 13 March 2010 - 01:07 AM #16

We need to be able to easily change the message after the sale that is made or failed.

Based on the spec in the original post, the customer arrives at the landing page only after a successful order; unsuccessful orders are directed back to the checkout page with an error displayed in the "big red box". This seems acceptable to me, but other might think differently.

Bob
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Posted 13 March 2010 - 01:10 AM #17

3. The logic of order statuses assignment:
Customer clicks "place order" button, order sets to "incompleted" status (and it does not decrease inventory).
# If this is the offline payment method, status changes to "open" and customer is redirected to landing page.

# If this is the online payment method:
* if payment response is "positive", status changes to "processed" and customer redirected to landing page.
* if payment response is "negative", customer is redirected to the last step of checkout and error is displayed in the "big red box" :). If customer click "place order" again, new order will not be created, will be used the current one.


zeke-

Can you clarify what will be displayed in the "big red box". Will it contain the specific reason for failure (e.g, Address mismatch or incorrect CVV)?

Bob
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  • ywalker
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Posted 13 March 2010 - 02:53 AM #18

Yes, this got 2 of my votes. I am glad to see the new system of suggestions is working. What I found interesting was of all the suggestions there was a need for one that addressed an issue many of us have complained about and that is the need for a communications/email center in admin to control all aspects of store communications about anything. So I started one.

Magento has one and as much as i hate to say it, it's very nice. See attached and please vote if you this would help improve your daily tasks and improve communications with customers.

Attached Thumbnails

  • magento.jpg

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CS-Cart 2.0.15

 
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Posted 13 March 2010 - 03:28 AM #19

Based on the spec in the original post, the customer arrives at the landing page only after a successful order; unsuccessful orders are directed back to the checkout page with an error displayed in the "big red box". This seems acceptable to me, but other might think differently.Bob


Yes, basically OK.

My thoughts are that the "landing page" should be easy to edit so that we can put any message that we want - anywhere on the page. Also landing page can be confusing lets call it a successful order page.

Also I am concerned about the error box - how large - where placed and so on.

I prefer an Error page not a box.

The success message that now appears and then goes away is not noticed by some of our customers and this causes multiple orders.

After the successful order the credit card boxes should no longer be visible - this is very important.

Version 4.9.2


 
  • thanhh83
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Posted 13 March 2010 - 04:27 AM #20

Hi zeke

My Idea:

One email message will send to remind to customer on incomplete order status something like:

Dear Customer

Thanks you choice #shopname

On the date: #date you made the order number #ordernumber with Items:
#item 1: price
#item 2: price

.....

but it not complete please comeback to our website: #shopurl to finish it or call us so that we may complete your order over the phone, our support number is #support_phone_number

If you are experiencing problems with your order, please call us, and we will process your order over the phone. We appreciate your business, and wish to assist you with your order.

Our contact information is:
#Company information

End

That will help customer can remember what they purchase from shop but it not finish yet and help shop owner get minimum customer lost and I think it nice message right?

Hope you can implement it in next release
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