The Order Process

Within the order process, staff and Constituents can progress through a multiple step process where they select one or more product(s) which are added to a cart. Throughout the process, staff and Constituents can select related options for the type of product—like shipping and tax options for merchandise—and apply payment. When the process is complete, the cart is submitted and turned into an order which can later be edited or cancelled.

Staff View

Order Info

The Order Info step is the first step in the order process where you set the Bill To account for the cart, the entity in which the cart is being created, and the batch of which this cart is part.

You will be brought to this step after clicking New Order on an account or clicking the New button from the Order tab.

Learn more.

Add Items

The Add Items step of the order process is where you select the products you want to include in the cart item. You will be brought to this step each time you choose to add a cart item to the cart.

You will see a different page in this step depending on what type of cart item you are adding to the cart.

Learn more.

Verify Cart

The Verify Cart step of the order process is where you review the cart item(s) in the cart. To update products that need to be updated, you can click to edit or delete them. You will be brought to this step after adding each cart item to the cart.

Learn more.

Tax and Shipping

The Tax and Shipping step is the part of the order process seen only when you have a cart item(s) containing taxable or shippable merchandise products. Each cart item with taxable or shippable merchandise products displays the combined weight, shipping cost, tax rate with cost and you can choose and update the sales tax and ship method options for each.

Learn more.

Payment

The Payment step of the order process is where staff choose how to pay for the products in the cart, submit the cart, or issue a refund for an already submitted order.

Learn more.


Community Hub

Carts in Community Hub

Constituents add items to the cart during a visit to Community Hub which can be reviewed on the Checkout page. The constituent's Community Hub cart is identified in Staff View using an identifier field on the cart record. This field contains the ID of the account using the cart in Community Hub. Using this field ensures constituents can add all types of products to one cart and checkout in a straightforward way. The cart is also visible in Staff View throughout a constituent's time in Community Hub, so staff is aware of the products constituents have added, and can assist if they reach out for help.

Order Pages in Community Hub

There are a few different pages in Community Hub constituents can use to place, manage, and review their orders:

  • On the My Checkout Page, constituents can view the constituent in their cart, make changes to their selections, add their payment information and submit the order.
  • On the My Orders Page, constituents can review their personal or company's outstanding orders and click to browse to the My Invoice Page to review each invoice in detail and submit payment.
  • On the Donate Now Page, constituents can make a one time donation toward a fund of their choosing. If the gift was made without logging into Community Hub, constituents are taken to the Donate Now Thanks Page after submission.
  • On the Order Summary Page, s can review the details of the order they just submitted.

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