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Ordering and checkout

BridgeERP eCommerce provides several options to organize the ordering and checkout process. It offers different order button options and sequential checkout steps, some of which support additional features. The related buttons and checkout pages can be customized using the website editor.

Order buttons

To customize the ordering process in BridgeERP eCommerce, you can:

Add to cart options

Default add to cart behavior

When clicking the Add to cart button, different actions can be triggered. To configure them, go to Website › Configuration › Settings, scroll down to the Shop - Checkout Process section, and select one of the following options:

  • Stay on Product Page: The customer remains on the product’s page.

  • Go to cart: The customer is immediately redirected to the cart.

  • Let the user decide (dialog): The customer can choose if they want to go to the cart (Proceed to Checkout) or if they prefer to stay on the product page (Continue Shopping).

Note

This dialog box always appears regardless of the configuration to suggest optional products, if any.

Button customization

You can replace the Add to Cart button with a Contact Us button, which redirects users to the default contact form.

Note

Removing the ability to add products to the cart is often used by businesses that want to display an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).

To display the Contact Us button and a note saying Not Available For Sale , you need to hide your prices on your product page.

Note

The Contact Us button label, URL, and the Not Available For Sale text beneath the product title and description can be modified on the product’s page while in Edit mode.

Additional add to cart buttons

You can add additional Add to Cart buttons and link them to specific products on any website page.

To add them, open the website editor and place the Add to Cart Button inner content building block. Once placed, click the button, scroll to the Add to Cart Button section, and configure the following:

  • Product: Select the product to link the button with.

  • Action: Choose if it should be an Add to Cart or Buy Now button.

Note

  • If the product has variants, either choose one or leave the option on Visitor’s Choice, which prompts the customer to select a variant and then to Proceed to Checkout or Continue Shopping.

  • The default Add to Cart button does not offer those options, but its label can be changed.

Tip

While in Edit mode, it is also possible to show or hide the (cart) icon in the page’s header. Click the header and then the (cart) button next to the Show Empty option under the Customize tab.

Buy now

To let customers choose to go to the review order step directly, you can add an additional Buy now button. To do so, go to Website › Configuration › Settings. Under the Shop - Checkout Process section, tick the Buy Now feature.

Tip

Alternatively, enable the feature by going to any product’s page while in Edit mode and, in the Customize tab, clicking the Buy Now button next to the Cart options.

Re-order from portal

You can let customers re-order items from previous sales orders from their customer portal using the Order Again button. To add it, go to Website › Configuration › Settings. Under the Shop - Checkout Process section, tick the Re-order From Portal feature.

Checkout steps

During the checkout process, customers are taken through the following steps:

Each step can be customized using the website editor by adding building blocks or opening the Customize tab to enable various checkout options.

Note

Content added through building blocks is specific to each step.

Tip

Restrict access to the shop and checkout for specific customers, e.g., in a B2B business setup.

Review order

The Review Order step allows customers to see the items they added to their cart, adjust quantities, or Remove products. Information related to the product prices and taxes applied are also displayed. Customers can then click the Checkout button to continue to the Delivery step.

Open the website editor to enable checkout options such as:

  • Suggested Accessories: to showcase accessory products;

  • Promo Code: to allow customers to redeem gift cards or apply discount codes;

  • Add to Wishlist: Enable wishlists to allow signed-in users to remove a product from their cart and add it to their wishlist using the Save for later option.

Note

  • If a fiscal position is detected automatically, the product tax is determined based on the customer’s IP address.

  • If the installed payment provider supports express checkout, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form.

Delivery

Once they have reviewed their order:

  • Unsigned-in customers are prompted to Sign in or enter their Email address, along with their delivery address and phone details;

  • Signed-in customers can select the appropriate Delivery address.

They can then choose a delivery method, select or enter their Billing Address (or toggle the Same as delivery address switch if the billing and delivery addresses are identical), and click Confirm to proceed to the next step.

Tip

  • For B2B customers, you can also enable optional B2B fields in the website editor.

  • You can add a checkbox for users without an account to sign up for a newsletter. To do so, go to Website › Configuration › Settings. Under the Shop - Checkout Process section, enable the Newsletter feature and select a Newsletter List.

Extra info

You can add an Extra Info step in the checkout process to collect additional customer information through an online form, which is then included in the sales order. To do so, enable the Extra Step option in the website editor. The form can be customized as needed.

Tip

Alternatively, go to Website › Configuration › Settings, scroll to the Shop - Checkout Process section, enable Extra Step During Checkout, and click Save. Click Configure Form to customize it.

Payment

At the Payment step, customers Choose a payment method, enter their payment details, and click Pay now.

You can require customers to agree to your terms and conditions before payment. To enable this option, go to the website editor and toggle the Accept Terms & Conditions feature.

Tip

Enable the developer mode and click the (bug) icon to display an availability report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form.

Order confirmation

The final step of the checkout process is the Order confirmation, which provides a summary of the customer’s purchase details.

See also

Order handling documentation

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