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In this
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tutorial will learn how to add attributes
to the check out process.
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These attributes will appear in a basket
before proceeding to checkout.
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Checkout attributes are useful
when you'd like customers
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to provide
some more information about their order.
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For example, allowing customers
to add additional notes.
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This can be useful
when a customer would like to tell you
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about a certain place
to deliver their order, for example,
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or if they have any special requests.
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So we'll start off just by navigating
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to the specific area in Infigo
that deals with checkout
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attributes.
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And what we're going to do within this
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tutorial is create
three examples of checkout attributes
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to provide a well-rounded understanding
of their creation and their capabilities.
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Our first example will cover
delivery instructions,
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so this will simply be a text box
where users can optionally enter
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additional information
to include with their order.
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So let's go ahead and
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click on Add New on the checkout
attribute screen
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that will open up a separate page
where you can put in
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some information
about the checkout attribute.
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It's going to put in a relevant name.
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You can optionally enter
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a text prompt and some help text.
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So in terms of the text prompt,
this allows
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for the customized name for an attribute
to be visible to the user.
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And this is if you want it to differ
from the actual name field.
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The help text will appear as a tool
tip style pop up
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when an icon is hovered over
and we'll see this later on.
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But we can enter the text
we want to show as part of that tooltip.
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Next, we want to select a control type
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so you can select between multiple
types of control based on the information
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you wish your customers
to enter on that basket screen.
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And we'll see a few other examples
of these in action.
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On the other examples
we set up for something
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like the delivery information,
we require a multi line text box
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which will provide a large area of text
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input for customers
to enter their own information.
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Just as a side note,
you can also specify whether inputting
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into this particular checkout
attribute is mandatory or optional.
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Using this icon here.
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Okay, so that's finished.
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Let's go ahead and just click on
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Save to take us back to the checkout
attribute screen.
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Our next example will be to allow the user
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to specify this as a gift item.
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So this will take the form of a selectable
radio button
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and it will just have yes and no options.
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If yes is selected, then additional cost
will be applied to the order.
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Now, of course,
those could be extrapolated
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to numerous different purposes.
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This is just an example.
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So I'm going to
go ahead and click on Add New
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again, apply a name to
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this particular checkout attribute.
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We can optionally apply
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text prompts and help text again
if we wish to do so.
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And then relevant
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to this particular type of entry might be
a couple of the options down here.
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So we've got a couple of additional
options on the checkout attributes.
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So we have shippable product required.
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So if this is selected all of the products
in the basket must be shippable
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in order for this checkout attribute
to be to be displayed on the basket page.
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And then we have a couple of options here
to do with tax.
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So tax exempt
and then the selection of a tax category.
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And this defines whether any costs
associated with this attribute
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are subject to taxation and if so,
which tax categories are associated with
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This example will define the control type
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as a radio button list.
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This along with a dropdown
which relies on the administrator pre
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defining a series of attribute values
that the customer can select from.
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Now, would you need to define
those attribute values on this tab here?
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But before we can do so, we actually need
to save this checkout attribute.
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And then once I've done that,
I can change tab.
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So in here
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we're inputting the different options
that we want our customers
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to choose between
on this particular checkout attribute.
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So remember, in this example,
it's just going to be a yes or no option,
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and the yes option
will apply an additional cost.
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If I just go ahead and add
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a new checkout value
that will go to a separate screen
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where we can input a few relevant
bits of information.
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We've got the name of the option.
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So yes, and then you'll see we've got some
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various
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bits of information where we can amend
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the particular order based on
whether this is selected.
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So for example, there's price adjustment
and weight adjustment and if necessary
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you can change the production
and delivery offset as well.
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In this case, we're just going to add
a new price and new an additional cost.
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So I'll just put this as
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an absolute value of five of whatever
my currency is.
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Additionally, we could change that
to a percentage if that's more applicable.
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And then click on Safe.
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And I'm just going to create a second one,
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which is a no option,
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and this one will not result in any price
adjustment.
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Okay.
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Once those are input, I’m
just going to go ahead and click on Save.
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Now, our final example of a checkout
attribute
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will give your customer the ability
to choose a desired delivery date.
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And this is something that will just be
there as a note on the order
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in this particular example.
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So for this, we're going to utilize
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a date picker control,
same initial process
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and a new checkout attributes
and give it a name.
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And in the control type for this one,
we're going to select
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out of that one list of options
a date picker.
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Again,
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we can select
whether it's required or not.
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And then click on Save.
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So a range of checkout attributes
have now been selected.
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Let's go ahead and take a look at those
in the front end of our storefront.
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So what I need to do
is go to my public store
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and then just add something to my basket
and go to the basket
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screen.
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Any mandatory
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checkout attributes
which do not have default values assigned
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will provide a warning
at the top of the screen
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to tell you
that you do need to enter some values.
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So down at the bottom of the basket here,
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you can see those checkout attributes
that we've created.
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We've got our delivery note.
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We've got our option to specify
whether or not it's a gift item.
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Yes, we'll add additional cost
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and we've got a date picker,
so I'll do the date picker.
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First of all, that's nice and easy.
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And then when we actually change
the cost of the item.
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So using this example
here, we'll need to click update basket
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in order for it to register
over on the right hand side
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and that price will get added
to our order.
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Subtotal
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Okay, so we're just going to go ahead
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and place this order
and take a look at where these notes
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will actually appear to both the customer
and to our administrators.
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So first, we're going to navigate to the
my order screen.
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So this is customer facing once again,
we'll get details
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of that particular order
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and you'll see that listed
customer facing side.
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We have information on the checkout
attribute values that were input
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or selected
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from within the admin side of things.
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So if I go to sales orders
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and open up that particular order
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underneath the products
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tab, which shows you the products
contained within that particular order,
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you'll also see details on the checkout
attribute values.
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And finally,
within shared print operations,
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if I expand the job,
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you'll see within the actual detail
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section of that particular job,
we'll see those checkout attribute values.
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So even though shared print operations
displays each individual job,
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so there may be several entries
for one order, the checkout attribute
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information is displayed in the details
section for each of the relevant jobs.
