How To: Checkout
Learn how to use the Checkout area within your platform
How to use Checkout
Checkout is the area users navigate through to complete a booking. When browsing courses, selecting 'Add to Basket' places the chosen courses into the Checkout. From here, users can assign Delegates to each course and proceed with the purchase.
How to add Delegates to a course through the Checkout
Navigate to the relevant Courses DataGrid.
Right click the course you wish to book Delegates to, and select Add to Basket from the context menu.
Next navigate to the Checkout, on the right hand side you will see the Delegates text box, here is where you will assign your Delegates to the Course.
Now continue to the payment stage and complete the booking. The Delegates have now been added to the Course. These can be viewed on the Delegates tab within the course details.
How to add Placeholders to a course through the Checkout
Navigate to the Courses-Class or Courses-Web DataGrid.
Right click the course, and select Add to Basket from the context menu.
Next navigate to the Checkout, on the right hand side you will see the Delegates text box, do not assign any Delegates at this stage. Instead, progress through to the payment stage and complete the booking.
Complete the booking and the Placeholder places will now be reserved. These can be viewed on the Placeholders tab within the course details.
How to use the Checkout
Once you have added a course or many courses to your Checkout, if you click the link to visit the Checkout basket, you will see the standard view shown below:
The Checkout page is split into two main areas, the Order Summary, this is the left hand side of Checkout and displays the courses that are in the Checkout basket, this area also displays the quantity and number of places being bought, it also displays the price of the contents and can display an image for the course if one is added in the Course Template.
Secondly, there is the Delegates area on the right hand side of the screen. This area is where the Booker and Delegates are selected for the course(s) that are displaying in the Order summary.
Below is an example of the Checkout when the quantity/places have been increased to 3, the Delegates area will adjust to match the amount of places that have been set within the order summary area, there will always only be one Booker, but the delegates can be adjusted all the way up to the maximum places remaining on the course.
If the quantity is set to one space, clicking Select Delegates allows you to select an amount that is higher than one, if more than one is selected, the quantity will increase to match your selection.
In the image below, the spaces have automatically increased based on two delegates being selected on the Select Delegates screen.
Lastly, there is also a breadcrumb trail at the top right of the Checkout to show you where you are in relation to the checkout process, this will progress to the right with each step of the Checkout.
https://testingmaster.accessplanit.com/accessplan/ADK/Frameworks/Galaxy/Default.aspxOnce the booker and Delegates are selected, the next step is to proceed to the payment section by clicking the “Continue to Payment” button.
Selecting this option replaces the Booker and Delegate area with the payment details.
The sections that need to be filled in on this section are as follows:
Bill To - This is the billing name, it can be an organisation's name, or a specific individual. Depending on who is making the booking and their roles, this list will be restricted so that only users that are available to the booker can be seen and selected.
Billing Address - The billing address can be selected from a drop down list. This can be an individuals address, or the address of a company account.
There is also the option to add a new address at the bottom of the drop down if the desired billing address is not yet available.
This option is always at the bottom of any available addresses, selecting it will show the following form:Payment Type - Payment types are enabled in account finance options, any enabled payment methods on your platform will show here within the Payment Type drop down menu, providing that no “Payment Exclusivity” is set. Click here for full details on payment methods.
There are two optional fields in this section too:
Discount Code - Entering a valid discount code and clicking “Apply Discount” will assign the discount to the order
PO Number - The PO Number is a free text field for purchase order numbers, this is an optional field currently that can be filled in with a reference number that would live along side the invoice once the order is completed and fully checked out.