Step four: review
During this step, customers review a summary of the order, including shipping information and payment information. To change shipping information and payment information, customers can click the Update link in the appropriate section.
After customers have reviewed the order, they click to submit the order. The customer
receives a confirmation of the order. The order is saved in the Rhythm Commerce database. A SalesOrder
BOD is generated and sent from Rhythm Commerce to
your ERP.
This table shows other actions that a customer can perform in the review step
and how to enable the action:
| Action | Dependencies |
|---|---|
| User can add a note about the order or update a note that was added in the shopping cart. | The Order Header Notes feature element in Business Center must be enabled for the customer user's role. You can define the maximum length of the note in the Business Center. |
| User is required to confirm that the terms and conditions have been reviewed. | The Mandatory Terms and Conditions feature element in Business Center must be enabled for the
customer user's role. Additionally, terms and conditions must be set up in Rhythm Portal. |
| User can specify a purchase order number | The Purchase Order Number feature element in the Business Center must be enabled for the customer user's role. |
| User is required to specify a purchase order number. | The Purchase Order Number feature element and Mandatory Purchase Order Number feature element must be enabled for the customer user's role. You can define the maximum length of the field in the Business Center. |
| User can specify reference information. | The Your reference feature element in the Business Center must be enabled for the customer user's role. You can define the maximum length of the field in the Business Center. |
| User is required to specify reference information. | The Your reference feature element and Mandatory your references feature element must be enabled for the customer user's role. |
| Reference information is automatically populated. The user can edit the text. | The Your reference feature element must be
enabled in the Business Center. In
addition, a value must be specified in the AutopopulateYourReference
application detail in the Ordering section. You can specify these
values:
|