Cart
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The Cart Module serves as a central hub for users who have added items to their cart within the B2B portal but have not yet proceeded to checkout. This module allows users to review their order summary, make necessary adjustments, and ultimately submit their orders with confidence. The Cart Module is designed to provide clarity and ease of use, ensuring that users can efficiently manage their orders before final submission.
The Cart module's order summary is divided into several key sections, each providing crucial details about the order.
On the left side of the order summary page, users will find the Item Details section, which lists all items added to the cart.
For each item, you can view:
Item Name: The name of the product or service.
Price: The unit price of the item.
Quantity: The number of units ordered. This field is editable, allowing for quantity updates.
Total Amount: The total cost for the specified quantity.
Available Quantity: Indicates the current stock level.
Item Custom Fields: Displays any relevant custom fields defined for the item.
From this panel, you can also:
Update Item Quantity: Modify the quantity of each item directly within the cart.
Delete Item: Remove unwanted items from the order.
Update Cart: Save changes made to quantities or deletions.
Below the Item Details section, the Order Logistics section provides important order-specific settings and dates. The following fields are available here:
Presentation Name: The name of the B2B presentation associated with the order.
Minimum Payment: The minimum amount required as an advance payment.
Ordering Type: Specifies the type of order (e.g., standard, rush).
Order Cut-Off Date: The deadline for order submission.
Start Ship Date: An editable field allowing you to specify the desired start date for shipping. Use the pencil icon to select a date.
Complete Ship Date: An editable field for specifying the desired completion date for shipping. Use the pencil icon to select a date.
Maximum Shipping Window: The maximum allowable time frame for shipping.
Order Minimum: The minimum order value.
On the right side of the page, users will find the Order Summary section.
This section consolidates critical details about the order, including:
Total Quantity: Displays the overall quantity of items.
Sub-Total: Shows the subtotal amount, excluding any taxes or additional charges.
Total Amount: Provides the final amount due, including applicable taxes and other charges.
Payment Required: Displays the total amount that needs to be paid to complete the order.
This section also includes the "Submit Order" button, which allows you to finalize and place the order. Clicking this button creates the Sales Order based on the current details in your Cart.
The Order Summary section is designed to provide flexibility in tax calculations, payment methods, address management, and more. Here are some of the advanced features available:
Avalara Tax Calculation
If the "Charge Tax on Order Items" option in Presentation settings is enabled, the Avalara tax will be applied to order items in real-time, ensuring tax accuracy and compliance. When creating a new B2B order in XoroERP, the system will now automatically calculate and display the Avalara tax amount on the order summary page.
The calculated tax amount will dynamically update in response to changes in the order. This includes:
Quantity Changes: Modifying the quantity of items in the order will trigger a recalculation of the Avalara tax.
Address Changes: Altering the address (the state or city) will also initiate a recalculation, ensuring accurate tax based on the correct location.
Once a Sales Order is created from the B2B order, the calculated Avalara taxes will be accurately reflected on the SO itself.
Direct Debit Payment Options
If an order requires an advance payment and the 'Use Direct Debit Payment Services' option is enabled in the presentation settings, customers can make payments through direct debit using GoCardless or Fuze. However, this option is only available for customers who have already set up a direct debit mandate.
As you select this option, the system will initiate you to select the direct debit service and account. With this enhancement, we have integrated Fuze (i3 Verticals) Payments and GoCardless direct debit payment options with B2B to make payments easier for customers. Select the service and account and click "Confirm".
If ACH is enabled for a B2B presentation, the following options will be automatically disabled in the Presentation Centre:
"Use Default Payment Service"
"Payment Service" option
This section provides information about the customer placing the order, displaying fields like:
Customer Name
Contact Number
This section displays the shipping address details and allows you to edit or change the shipping address.
This section displays the shipping address details and allows you to edit or change the billing address.
This section displays the payment terms applied to the order.
This section allows you to add any additional notes or information related to the order.
As users scroll down the order summary page, the total order cost and any required advance payment are showcased at the bottom, accompanied by the "Submit Order" button. Once all details are verified, users can click "Submit Order" to process their B2B order successfully.
This section allows you to add the customer PO number, if applicable and select the sales rep for the order. Please note that if the "" checkbox is selected in the presentation setting, it is mandatory to provide the Customer PO here.
