Selecting a block configured as a sale transaction displays the same basic information page, except that the icon in the upper left corner indicates you’re starting a new cart.
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On specifying the customer and saving the basic information, the order assembly page is displayed. With this release, the basic flow is similar to a billing order except that certain elements have different labels consistent with the cart/sale flow as opposed to a billing order. Also, the presentation of certain screen elements has been improved, and a new Review Cart page is provided. ()
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Review Cart and Finalizing the Sale
Clicking Review Cart on the order assembly page displays the Cart Summary page.
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Note
For sales transactions, this displays the summary view that lets sales associates review transaction details with the customer prior to moving to checkout. For order transactions, this summary view is not shown.
The Billing Summary section provides the following information:
A simple summary of service- and account-level tems. There are no service-level items in the below example.
Separate sums for billing recurring and one-time (non-recurring) charges for the transaction items.
A simple summary of the total (sum of recurring and one-time charges) and the resulting increase or decrease on the next invoice; for example: The next invoice will include an estimated amount of 59.50.
The Cart Summary section provides totals for the following:
Item (count) Subtotal – The sum of the extended price from all retail product line items. The label contains a count of the unique items (SKUs) involved.
Retail Discounts – The sum of the retail discounts applied.
Taxes – The sum of the calculated sales taxes to be paid by the consumer/subscriber.
Total Amount Due – This is the net of the above listed sums.
On clicking Proceed to Checkout, the page for tendering (if applicable) and finalizing the sale is displayed.
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Notes:
When modifying any information on this page you are no longer required to redo the checkout process.
Tendering steps are covered in Example - Completing a Transaction From Start to Finish.
From this page, clicking FINALIZE submits the Cart and converts it to a Sale. This updates the left panel of the Finalize/Submit page with pertinent transaction information. The two badges at the top indicate transaction status (InProcess) and the amount tendered.
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