Reviewing, Tendering, and Finalizing

The functionality available in this phase varies for orders and cart/sale transactions.

Cart/Sale Transactions

For cart/sale transactions the Review button takes you to a page where you can review billing and tendering charges with the customer prior to finalizing the transaction. From this page you can Proceed to Checkout for tendering the sale when you're ready, and then proceed to a summary page where you finalize the sale.

Note

This sequence is illustrated in the example new transaction flow with starting blocks (See Example Transaction Flows below).

Clicking Review Cart on the transaction assembly page displays the Cart Summary page.

For sales transactions, this displays the summary view that lets sales associates review transaction details with the customer prior to moving to checkout.

Note

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 items. 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.

  • If you use Paymentus as your payment vendor, see Tendering a Retail Transaction with Paymentus..

    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.

Orders

For orders, you proceed directly to an order summary page where you can:

• Place an assembling Order on hold or resume an on hold Order

• Navigate back to the Order Details page if changes are required

• Submit the Order