OneStepCheckout User Manual
Contents
1. as they may be different for different countries This can be used in combination with the GeolP feature to allow auto detection of users country with fallback to the default country Default shipping method This setting allows you to set a default shipping method that will be pre selected for the user once he she enters the checkout page Default payment method This setting allows you to define a payment method that will be pre selected for the user when entering the checkout page Checkout title This setting is the text that will be displayed in the title at the top of the checkout Checkout description This setting is the text that will be displayed below the title at the top of the checkout You can enter HTML in this field if you want Enable different shipping address Some stores doesn t want users to be able to ship to a different address than their billing address This feature lets you disable this option so the user won t be bothered with it Enable gift messages lf you want your customers to be able to enter a gift message for their order enabling this setting will allow them to do that NB To use this feature you need to have enabled the Allow Gift Messages on Order Level setting under System gt Configuration gt Sales gt Gift messages Enable GeolP GeolP is a technology that can automatically detect a users country based on their IP address You can use this to have the checkout automatically pre select the2. neStep Checkout shopping cart optimization for Magento OneStepCheckout User Manual This is the user manual for OneStepCheckout version 0 2 0 and higher This manual explains how to use OneStepCheckout as a store owner how the different administration settings work and so on After installing OneStepCheckout see separate installation guide cajre you will see a new option under the Sales group in System gt Configuration called OneStepCheckout see image to your Sales ight ti ashes SSRs e ec ctidaee Click this link to open the settings page for OneStepCheckout The PDF Print outs available settings are split into several groups The available groups are General Exclude include fields Registration AJAX update shipping payment methods and Terms and conditions Each group and setting is explained in this manual and we start with the general settings General Serial The serial field is used to verify that you have a valid license of OneStepCheckout Upon purchasing the product from www onestepcheckout com or from one of our partners you will be provided a serial number that you need to enter in this field Unless a valid serial number is entered the checkout will display a Please enter a valid serial message Default country Use this setting to set a default country for the checkout The default country will also choose which shipping and payment methods that should be displayed to the user
3. a link to display a login popup for users that are already registered Once the order has been placed a new customer account will be generated automatically if the email address doesn t already exist in the database The newly generated password will be sent to the user via email and the order will be placed on the created account giving the customer access to the order at all times from the customer account area on the page The customer will be automatically logged in with the new account giving him instant access to any downloadable files Register on account without password This is a setting and not part of the other registration modes This can be enabled disabled for the registration modes Require registration login and Auto generate account for new emails By turning on this setting you allow the customer to place an order on a existing customer account without requiring a password So if the user enters an email address that already exists instead of giving them an error requiring them to login the checkout will not show any error messages and automatically place the order on that account in the background This is useful for stores that doesn t want to require password for existing accounts and are worried that some users might exit the process if they are forced to login and can t remember their password AJAX update shipping payment methods Many stores offer different shipping methods and prices depending on what countr
4. page if the email address used wasn t already registered the user will be presented with a Create an account box at the bottom of the page see screenshot below Your order has been received Thank you for your purchase Your order is 100000753 You will receive an order confirmation email with details of your order and a link to track its progress Continue Shopping Create an Account Enter your password Password Confirm Password The only fields required to enter for creating an account is the password fields and then the account will be automatically created with the details that were saved with the order that has just been placed If the customer decides to create an account the newly placed order will be associated with that account and the customer will have access to it under the My orders page in the customer account area Auto generate account for new emails This registration mode is suited for the stores that want users to have customer accounts but does not want to bother the customer with asking whether they want to create an account password and so on This is useful for stores that for example have downloadable products and need users to have accounts so they can access their downloadable files after purchase This mode solves that by automatically creating customer accounts for new email addresses Customers will be presented with a regular checkout page without password fields There will also be
5. users country based on their IP address Soa customer in the US will automatically have it pre selected and only show the payment and shipping methods with rates that are available for the US while a customer in France will only see valid options and prices for France In order to use GeolP you need to have installed the PEAR package called Net_GeolP You can have your system administrator make the installation for you More details here http pear php net package Net_GeolP GeolP database For the GeolP feature to work you need a GeolP database which contains the mapping between IP addresses and countries This can be downloaded from www maxmind com they have both a free version that is 99 acurate and a commercial edition that is even more acurate Exclude include fields This setting group lets you choose which fields you want to be displayed in the checkout You can currently only show hide existing fields it is not possible to create new ones without additional customization The fields that can be excluded included are e City e Region e Zip Postcode e Telephone e Company name e Fax e Comment e Newsletter checkbox The last two choices comment and newsletter checkbox is not available in Magento by default but implemented as new fields in OneStepCheckout Registration Different Magento stores have different needs with regards to registration and login features Many stores prefer to disable registration comp
6. egistered Click here to login which opens a Javascript popup dialog asking the user to login The checkout form will then include fields for password and confirm password as the user has to create an account in order to complete the purchase If the user login to his account the password fields will disappear as well as the email field the Ena Addes Telephone logged in users email address will be used ____ _ mail onestepche First H ame Last Name x If the user starts to fill in the form and enters an email address that is already registered an error will automatically display with Email address already registered the text Email address already registered Please login now or use a different email address Flease login now or use a different email address If the user clicks the login now link the same Javascript popup will open and allow the customer to login without leaving the checkout page The user can also reset his password from this popup When a different email address that isn t registered is entered the error message will disappear Disable registration login This registration mode will completely deactivate registration and login from the checkout The user will not see a link for logging in and it will not be possible to create an account while placing the order All placed orders in this registration mode will be placed as Guest The only exception is if the user has been able to
7. figuration gt Catalog gt Downloadable product options called Disable Guest Checkout if cart contains downloadable items is set to No
8. hen using our product AJAX loading icon in checkout keeps spinning forever OneStepCheckout uses AJAX requests to automatically update information when the user chooses a shipping method payment method and so on If the AJAX requests fail the loading icon will never disappear and keep spinning forever When OneStepCheckout behaves this way it is almost always because the Magento installation is configured for SSL HTTPS but OneStepCheckout is loaded on HTTP instead of HTTPS This can be fixed easily by making sure OneStepCheckout loads on HTTPS instead of HTTP In order to generate a link to the checkout using HIT TPS you need to use the following code lt php echo this gt getUrl onestepcheckout array _ secure gt true gt Access denied in Administration panel If you are seeing a Access denied error when trying to access the OneStepCheckout page in the administration panel after installing this is caused by new permission roles that are defined by OneStepCheckout To fix this problem all you need to do is logout and then login again with your administration account Sorry guest checkout is not enabled error message lf you want OneStepCheckout to allow checkout out as a guest you need to make sure that guest checkout is not disabled under System gt Configuration gt Checkout gt Checkout options Also if you are using downloadable products you need to make sure that the setting in System gt Con
9. letely in order to keep the purchasing process as simple as possible Some stores already have many registered customers and want to continue providing this functionality To compensate for different Magento stores needs for registration OneStepCheckout offers different registration modes that can be changed in the administration interface The different modes decide whether the user will be presented with a login screen possibility to create account while placing the order and much more General Exclude include fields Registration Different setups for requiring registration login Please see user manual for further details Registration mode Require registration login Z Register on account No aa without password AJAX update shipping payment methods Terms and conditions Registration modes The currently available registration modes are currently Require registration login Disable registrartion login Allow guests and logged in users Enable registration on success page Auto generate account for new emails Below are the different modes described in greater detail There is also an additional option in the settings which is called Register on account without password and is explained at the end of this chapter Require registration login This registration mode will require a user to either login or create a new customer account while placing the order At the top of the checkout a link Already r
10. login with their account If the user has been able to login the order will be saved on that account and not as Guest OneStepCheckout will not display a link to login in this registration mode but can be easily customized to do it if that is the behaviour you desire City Allow guests and logged in users This registration mode will allow both guests and logged in users to place an order The mode also lets the Zip code State customer decide whether he wants to create an account or not in the process At the top of the checkout there will be displayed alinkif 7 the customer wants to login and at the bottom of the Password Confirm password details the customer needs to enter there is a checkbox for choosing whether to create a new account or not If the user desires to create an account but enters an address that already exists the customer will see an error stating that there already exists an account for this email address and is asked to login Enable registration on success page This registration mode allows you to remove the account creation from the checkout page thus removing the possibility that the user might get confused with creating an account and exit the purchase process When the user enters the checkout it is displayed as normal without asking if they want to create an account A link to show the login popup is displayed at the top Once the order has been placed and the user is redirected to the success
11. y and region in a country the customer resides in and wants the products shipped to That makes it impossible to automatically show the correct methods and prices when the user enters the checkout That is why we have made the AJAX save billing feature This feature allows you to choose which fields that should trigger an automatic update of shipping methods with prices as well as payment methods Enable AJAX save billing This setting turns on this feature AJAX save billing fields This setting lets you choose which fields should trigger an update of shipping and payment methods For example if you have a UPS shipping method which uses postcode to calculate it s price you choose postcode in this field You can choose several fields at once so you can update the payment shipping methods when a user both changes Zipcode and changes Country Because many stores also offer different shipping payment methods for different countries in addition to for example having UPS calculate prices based on zipcode Update payment methods when chosen shipping method Some stores have a setup where the available payment methods depend on the selected shipping method By turning this feature on in OneStepCheckout the payment methods block will update via AJAX when a shipping method is selected Troubleshooting Are you experiencing some errors when trying to use OneStepCheckout Here we have gathered the most common errors that our customers experience w
Download Pdf Manuals
Related Search