Available in OroCommerce

Configure Global Checkout Settings

Hint

This section is part of the Checkout Configuration Concept Guide topic that provides a general understanding of single-page and multi-page checkout concepts.

To configure checkout options globally:

  1. Navigate to System > Configuration in the main menu.

  2. Select Commerce > Sales > Checkout in the menu to the left.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

    Global checkout configuration settings
  3. In the Customer Users Registration section, configure checkout options for the registered users:

    1. Allow Registration — when the option is enabled, registration is allowed for customers on the checkout page.
    2. Allow Checkout without Email Confirmation — when the option is enabled, customers proceed to the checkout immediately once registration details are provided. When this option is disabled, the checkout does not start until the user confirms their email address.

    Note

    By default, both options are enabled. However, they are only relevant when guest checkout is enabled.

    To disable the options:

    1. Clear the Use Default checkbox.
    2. Clear the Allow Registration and Allow Checkout without Email Confirmation checkboxes.
  4. In the Guest Checkout section, set whether guest checkout should be enabled or disabled.

    Guest checkout allows unregistered customers proceed through the steps of the checkout similarly to registered customers, with the exception of needing to enter their data manually as there is no pre-filled information available in the checkout forms. They are also limited to 1 shopping list.

    When proceeding through the checkout, unauthenticated customers can choose whether they wish to register, log in, or continue as guests.

    Important

    As creating a shopping list is the key component of the checkout process, guest checkout can only operate properly when shopping lists are enabled in the system.

    The following is the list of actions that unregistered customers can and cannot perform when guest checkout is enabled in your Oro application:

    GUEST CUSTOMERS CAN GUEST CUSTOMERS CANNOT
    1. Proceed to the checkout.
    1. View their placed orders.
    1. Create one shopping list and add items to it.
    1. Save their details for future use on the website.
    1. Use the quick order form.
    1. View created quotes.
    1. Submit a request for quote.
    1. Communicate with the manager through the website.

    For complete guest checkout experience, it is recommended to enable guest shopping lists, guest quick order form and guest requests for quotes.

    Hint

    Guest checkout can be configured on three levels – globally, per organization and website.

    By default, guest checkout is disabled.

    To enable it, clear Use Default and select the Enable Guest Checkout checkbox.

    When the guest checkout is enabled, click Save Settings to display the additional Guest Checkout Owner Settings section.

  5. In the Guest Checkout Owner Settings section, select the default owner of the guest checkout. Depending on the roles and permissions of the owner, guest data (e.g. shopping lists) may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest checkout data, adjust permissions for the checkout entity in their roles accordingly.

  6. In the Checkout Options section, set the following option:

    • Maximum Line Items per Page — Set the number of line items to display on the checkout page. The provided value will be used as the implied maximum number of checkout line items to display at once. If the number of checkout line items exceeds this value, the “Show All Items” will no longer be available and this number will be shown as the maximum pager value.
    • Start New Checkout If Shopping List Items Changed — If this option is enabled, and the content of the shopping list has changed, an attempt to resume the checkout process from the shopping list view page will result in restarting the checkout process. The setting is available starting from OroCommerce v5.0.3. To check which application version you are running, see the system information.
  7. Click Save Settings.