Picture of The end user experience | SRBG_006

The end user experience | SRBG_006

In this tutorial, we'll take a look at the end user experience. Although we've sort of covered this in the previous tutorials as we've been performing other tasks, this section will purely focus on the end user experience of your Storefront.

Tutorial Video Transcript

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So looking first
at the end user experience,

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although we've sort of covered
a lot of this in previous tutorials

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as we've been performing other tasks,
this section purely focuses on the end

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user experience of your storefront
that we've been working on.

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So the first thing we're going to do
is make sure

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we're in a scenario
where we can view this correctly.

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So I'm logged in
as my storefront administrator, which,

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if I view the storefront,
may not give me the same experience as a

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as a general user.

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That accesses my storefront.

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So what we're going to do is create
a brand new customer

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using the same methodology
we've seen in previous tutorials,

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where the only

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information we're going to put in
is an email address

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and a password.

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Customer roles will be left as the default
selection of registered only.

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That means that they're quite simply
just the activated user

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on that particular storefront
with no additional

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privileges.

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Click Save to confirm the user.

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And then next we're going to click
Impersonate

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to view the storefront
as that particular user would.

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You'll be taken to the home
page, will be able to interact

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with the frontend
as if they had logged in.

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So as you're

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impersonating a registered user,
you will not have the admin

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button available on the top right
to actually get back to the admin area.

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You will however see a character icon here

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indicating that you are currently
impersonating this user.

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Hovering over the my account

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dropdown will also give you the ability
to finish the impersonation.

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Now of course,

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this is only because you are impersonating. Your end users when they log in,

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Wouldn't necessarily see this.

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Over the

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previous few tutorials, we've done
some work on this particular storefront.

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What we're going to do now
is just select configure and add

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different products to our basket.

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Now we've created a significant selection
of different scenarios

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to experiment with.

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This is such as different product types.

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So we've got stock
products, we've got sample

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PDF products, we've tried mega
edit products.

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We've also got a selection of products
available on the home page.

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We've got categories available on the home
page, products

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available through the search feature,
which is up in the top.

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Right.

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We've also seen that we can add different
quantities of products

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and we can configure products
via mega edit.

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So we'll investigate
a few of these possibilities,

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add a few things to our basket,
and then we'll head over to our basket

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where we can see details of the work
that we've done.

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Further changes can be made from
within the basket itself, such as deletion

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of any of the items in the basket
and amendment of the quantity.

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If it's a product such as a mega
edit product, you have got the ability

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to edit design as well,

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which will take you back to the mega
edit editor to further modify the product

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or the product
types you have the ability, for example,

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such as edit options
which will take you to

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a page or a quote page essentially

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where you can change the details
of that particular product.

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You’ve added to the basket.

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So click on checkout to begin the one page

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checkout procedure

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so the new user will not have
any registered addresses.

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Enter a billing address details
to continue with the checkout.

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A checkbox is also available
at the bottom of this section

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to use the same address for delivery.

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Once this has been entered
for the first order,

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that information will be saved
with the customer's account

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and they'll then be able to use that
for future orders as well.

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The next stage of the checkout process
is the delivery selections.

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We have specified several fixed rate
delivery options during the course

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of these tutorials, which are now
displayed for the user to select between.

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So we can see
we have our two default options

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which are first class and second class,
which we didn't modify in our case,

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and our additional specification,
the special delivery

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and click continue.

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But next we get taken
to the input of payment information.

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So our rapid build storefront utilizes
purchase orders as the only payment type.

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As in this case, we've
set it to mandatory, as you can see

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by the star icon.

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The user must specify a value
before they're able to continue.

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The final stage of the one page checkout
process is to review the order summary.

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This will show you details of the order
content

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plus details on pricing, taxes, etc.

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You can see at the bottom here
we have the subtotal of the basket

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items, delivery price.

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An additional fee in this case
from the selection of the purchase

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order VAT

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and then a total price.

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Click on confirm

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and this will price the order
in the Infigo system.

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Your customer will then be

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taken to an order confirmation page.

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So the user is presented
with an order confirmation screen

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where they're able to view
a reference number for the order

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and they're able to click on a link here
to see additional order details.

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Now, this will take them to an area
in my account section

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which will show them details on any orders
that they've placed.

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So clicking that link has taken us
directly to that specific order.

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Alternatively, if we want to see
all orders associated with the user,

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we can go on the My Accounts dropdown
and click on my orders.

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We can see there
the order that has just been placed,

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which is currently processing

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click to see more details,

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which is the individual state
of the products within the order.

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And we can see some additional details.

 

Incomplete
Step by Step Guide

The end user experience | SRBG_006

In this tutorial, we'll take a look at the end user experience.

Although we've sort of covered this in the previous tutorials as we've been performing other tasks, this section will purely focus on the end user experience of your Storefront.

Creation Date: Sep 06, 2023
Created By: Sam Webster

1. Create a new user

Begin logged in as your Storefront administrator. Create a new user (only an email address and 6+ character password is required), ensuring they have no Customer Roles other than the standard Registered role.

This will mimic the roles the majority of your registered users are likely to have.

Create a new user

2. Click on Impersonate

Click Impersonate to view your Storefront as they would.

You will be taken to the home page, where you will be able to interact with the front-end as if they had logged in.

Click on Impersonate

3. Home Page

Your home page displays. As you are impersonating a registered user, you will not have the Admin button available on the top right.

You will, however, see a character icon indicating you are currently Impersonating this user.

Hovering over the My Account dropdown list will also give you the ability to Finish Impersonation.

Home Page

4. Navigate the Storefront

Select, configure and add different products to your basket. We have created a significant selection of differing scenarios to experiment with. Such as:

  • Stock type products

  • Static PDF type products

  • MegaEdit type products

  • Categories available on the home page

  • Products available on the home page

  • Products available through the search feature

  • Adding different quantities of product

  • Configuring products via MegaEdit

Once you have investigated these possibilities, head to your basket where you will see details of your work.

Further changes can be made from within the basket, such as deletion and quantity amendment.

Navigate the Storefront

5. Click on checkout to begin the One Page Checkout procedure

Click on checkout to begin the One Page Checkout procedure

6. Enter address details

This new user will not have any registered addresses.

Enter Billing address details to continue with checkout. A check box is available at the bottom of this section to also use this address as the delivery address.

Once input this once, the address will be saved to the users account for future use.

Enter address details

7. Click on Continue

Click on Continue

8. Select a delivery option

The next stage of the checkout process is the delivery option.

We have specified several fixed rate delivery options which are now displayed for the user to select between.

Select a delivery option

9. Click on Continue

Click on Continue

10. Input payment information

Our rapid build Storefront utilises purchase orders as the only payment type.

As we have set this to mandatory, the user MUST specify a value before continuing.

Input payment information

11. Click on Continue

Click on Continue

12. Order summary

The final stage of the one page checkout process is to review the order summary. This will show you details of the order content, plus details on pricing, taxes, etc.

Order summary

13. Order summary

Order summary

14. Click on Confirm

This will place the order in the Infigo system

Click on Confirm

15. Order confirmation

Once the order has been placed, the user is presented with an order confirmation screen.

Order confirmation

16. Click on Click here for order details.

Click on Click here for order details.

17. Order details

Details of every order placed by the user are visible in their My Account area under My Orders.

These pages will show all details associated with that order, including information such as due date and status, should the Storefront administrator wish that information to be available to users.

Order details

18. Click on Orders

Click on Orders

19. Click on Click Here To Show/Hide Order Details

Click on Click Here To Show/Hide Order Details

Individual Search Words:

Users, Navigation, Checkout, Billing, Orders, Summary, Address, Delivery, Confirmation, Basket

Alternate Search Phrases:

User navigation guide, Checkout process walkthrough, Setting up billing details, Managing user orders, Understanding order summary, Adding delivery address, Payment confirmation steps, Editing basket items, Viewing order history, Finalizing orders