Picture of The Customer Checkout Experience | OM_002

The Customer Checkout Experience | OM_002

The Customer Checkout Experience

Here, we'll take a very quick look at the general customer checkout experience. This experience is extremely customisable. What we'll see here is just one of many possible setups, just to give you an idea of the type of experience your customers will have.

Guide3 min readVideo15-step guideRef OM_002Updated 8 Oct 2026

Overview

This tutorial follows one example order from the basket screen through the address, delivery and payment methodOne of the forms of payment available to the customers of a particular Storefront. steps of the one-page checkout, then to order confirmation. It ends in the My Orders section, where customers can track their order status. You control which delivery and payment methods each customer can see.

What you'll be able to do

  • Describe what the basket screen offers, such as showing fees, updating contents and collecting checkout attributes.
  • Follow the one-page checkout through the address, delivery and payment method steps.
  • Explain how the chosen payment method, such as Purchase Order, changes the next checkout step.
  • Check taxes and additional costs on the order confirmation page before clicking Confirm.
  • Find order details and status updates in the My Orders section.

Step-by-step

  1. Basket Screen

    The basket screen, as expected, gives details on all of a customer's currently selected items.

    In addition, this screen can be used to:

    • Show additional fees

    • Update basket contents

    • Apply delivery notes or collect other information in the form of Checkout Attributes

    Basket Screen
  2. Click on Checkout

    This will begin the one-page checkout process.

    A one-page checkout is a streamlined online purchasing process where all essential information and steps required to complete a transaction are consolidated onto a single webpage. It is used to simplify and expedite the checkout process for customers, reducing friction and increasing the likelihood of completing a purchase by minimizing the number of clicks and form fields involved.

    Click on Checkout
  3. Address Step

    The first step of the one-page checkout process is the address stage. Based on your setup, this can range from the selection of one address for both delivery and billing, or can be the manual input of two completely different addresses.

    Addresses can be populated within individual customer accounts (such as if they've added addresses to their accounts previously) or can be populated on mass using the Address BooksFunctionality in Infigo for managing large collections of delivery addresses on your Storefront. features.

    Address Step
  4. Click on Continue
    Click on Continue
  5. Delivery Step

    The next step is to select the required delivery methodOne of the forms of shipping or delivery available to the customers of a particular Storefront..

    Cost data can be calculated and drawn from Infigo, or can be computed using third party applications.

    All of the options available to the customer under the present conditions will be displayed. The Infigo administrator has a great deal of control over which delivery methods are available to whom and when.

    Delivery Step
  6. Click on Continue
    Click on Continue
  7. Payment Method Step

    The next step is to select the payment method.

    Again, the range of payment methods are configured by the administrator, who can also control when certain customers can or cannot access certain payment methods.

    The process from here may differ slightly based on payment method selection. For example, a Purchase Order will next ask for a PO number to be input, whilst other methods might immediately take you to a third party payment screen.

    Payment Method Step
  8. Click on Continue
    Click on Continue
  9. Order Confirmation Page

    Prior to submitting the order, the customer will be taken to an order confirmation page. Here, they can see various pieces of information related to the items being purchased, along with any taxes and additional costs applied.

    Order Confirmation Page
  10. Click on Confirm
    Click on Confirm
  11. Order Successfully Processed

    The customer will be directed to a confirmation page confirming the order has been placed.

    This page contains a link which will take them to additional details on the order, contained within the My Orders section of their accounts.

    Order Successfully Processed
  12. Click on Click here for order details.
    Click on Click here for order details.
  13. Order Details

    The My Orders section will show full information on each order placed, along with updates on the order and orderline status. How status updates are shared with the customer can be configured by the administrator.

    Order Details
  14. Click on My Orders
    Click on My Orders
  15. Order summary list
    Order summary list

Video transcript

0:05 It will take a very

0:06 quick look at the general customer checkout experience.

0:10 This experience is extremely customizable.

0:12 What we'll see here is just one of many possible set.

0:15 Just to give you an idea of the type of experience your customers will have.

0:20 So we'll start off with the basket screen.

0:22 So the baskets or cart screen, as expected,

0:25 gives details on all of the customer's currently selected items.

0:29 In addition, this screen can be used to Show additional fees.

0:32 Update Basket Contents or Delete Basket contents.

0:35 Apply Delivery notes or collect other information

0:38 in the form of checkout attributes.

0:42 So we're going to go ahead and click on checkout.

0:44 This will begin the one page checkout process.

0:48 A one page checkout is a streamlined online purchasing process

0:52 where all essential information and steps required to complete

0:55 a transaction are consolidated onto a single web page.

0:59 It is used to simplify and expedite the checkout process for customers,

1:03 reducing friction and increasing the likelihood of completing the purchase

1:06 by minimizing the number of clicks and form fields involved.

1:13 So the first step we get to

1:14 on our one page checkout process is the address stage.

1:18 Now, based on your setup, this can range from the selection of one address

1:22 for both delivery and billing, or can go as far as the manual input of

1:28 two completely different addresses for shipping and billing

1:33 addresses can be populated with an individual customer accounts,

1:36 such as if they've added addresses to their accounts manually previously

1:40 or they can be populated en masse using our address books feature.

1:45 So what I'm going to do in this case, I've got address books assigned.

1:48 I'm going to select one of my email,

1:51 going to select one of my addresses

1:53 and click on continue.

1:58 The next step

1:59 is to select the required delivery method.

2:02 So delivery cost data can be calculated and drawn from Infigo

2:06 or can be computed using third party applications.

2:10 All of the options

2:11 available to the customer under the present conditions will be displayed.

2:15 The Infigo administrator has great control over which

2:19 delivery methods are available to whom and when they're available.

2:27 Well, select one of those

2:28 options and click continue.

2:32 The next step is to select the payment method.

2:34 Again, the range of payment methods are configured by the administrator.

2:38 You can also control when a certain customers can

2:41 or cannot access certain payment methods.

2:45 The process from here may differ slightly based on the payment method selection.

2:49 For example, if we select a purchase order, as we will do in a moment,

2:53 the next step will be to ask for a purchase or the number.

2:56 Whereas other methods such as pay trace, for example,

3:00 might immediately take you to a third party payment screen

3:04 or may wait to the order confirmation screen to do so.

3:07 So I'm going to go for a purchase order.

3:10 Click continue, and then input my purchase order number.

3:20 Prior to submitting your order,

3:21 the customer will be taken to an order confirmation page.

3:24 Here they can

3:25 see various pieces of information related to the items being purchased

3:29 along with any taxes or additional costs that have been applied.

3:36 Click on confirm

3:38 and then that order will begin to be processed.

3:44 The customer will be directed

3:46 to a confirmation page confirming that the order has been placed.

3:49 This page contains a link

3:51 which will take them to additional details of their order,

3:54 and that's contained within the my Order section of that account.

4:04 My order section will show full information on each order

4:07 that's been placed.

4:08 And when you delve into one of those particular orders,

4:11 it will show you updates on the order and the order line status,

4:17 how status updates are shared with

4:19 the customer can be configured by the administrator.

4:26 I can manually get to the My order section just by going to the my account dropdown

4:29 at the top of the screen, clicking my orders.

4:31 That will take me to a summary of all of the orders placed

4:34 along with a general status overview.

4:37 It's also worth noting that you can reorder from this screen.

Guide | The Customer Checkout ExperienceRef OM_002 | Last updated: 8 Oct 2026
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