CyberStore Documentation
Access to Ordering
User's Guide > Business Logic > Pricing > Customer Access to Pricing and Ordering > Access to Ordering
In This Topic

For a shopper to order an Item from your web store, they must add the Item to their Cart and proceed through the four steps of checkout. At the end of the four steps, they confirm the order, and it is placed in SYSPRO.

For various reasons, you may choose to restrict a shopper's ability to place an order. Similar to pricing, this may be a part of your business strategy. Maybe you only sell certain Items in a store front or you want to narrow your targeted audience.

Similar to pricing, you can adjust many ordering settings within the CatalogPricingControl. At the same time, you can also make many changes through your Console to avoid sorting through code. This section focuses on your use of the Console to manage ordering.

Roles of SYSPRO and CyberStore in Controlling Access to Ordering

When discussing ordering, it is important to note the role of both SYSPRO and CyberStore in this process. SYSPRO controls the Customers, Accounts, and Items for sale. CyberStore allows you to control which of this information from SYSPRO you want to display.

Restrictions on Ordering

You can limit access to a shopper's ability to place an order in a variety of different ways. You can implement such limitations according to the following circumstances:

Can Any Item be Added to an Active Shopper's Cart

In order to determine if any item can be added to an active shopper’s cart a series of rules needs to be passed. Should all of your items fail one or more of these rules any of your items cannot be added to the active shopper’s cart. Only by passing each rule will any of your items be able to be added to the cart.

  1. The Account is set to allow ordering. (This can be checked under the General Tab of Customer Class Maintenance)
  2. The Shopper is not logged in, and the option to hide all pricing from anonymous visitors is not set. (This can be checked under the Price Settings Tab of Catalog Configuration)
  3. The Customer Class is not set to have their add to cart disabled. (This can be checked under the General Tab of Customer Class Maintenance)
  4. The Customer Class Price Display Option is set to allow the shopper to show or hide their pricing. (This can be checked under the Price Settings Tab of Catalog Configuration)
  5. The Customer Class Price Display Options is set to show the default price and the Shopper has the option to show or hide their pricing.
  6. The Shopper has selected to show their pricing.

 Can a Specific Item be Added to an Active Shopper's Cart

In order to determine if a specific item can be added to an active shopper’s cart a series of rules needs to be passed. Should the specific item fail one or more of these rules the specific item cannot be added to the active shopper’s cart.

  1. The Shopper can add any item to the cart. (check the method above for specific rules)
  2. The Item's type is not a model. (This can be checked under the General Tab of Item Maintenance)
  3. The Item is in a category that is in the active view list. (This can be checked under the Settings Tab of View List Maintenance
  4. The Item is in a category which is enabled to add items to a cart. This can be checked under the General Tab of View List Maintenance)
  5. The Account List or Customer List has been granted the ability to add to cart due to any of the following conditions:
    1. The Account is set as customer administrator. (This can be checked under the Settings Tab of Account Maintenance)
    2. The Account is not set to Disable Add to Cart for Items not found in Item Lists linked to this Account or Active Customer.
    3. The Account is set to disable add to cart for items not found in item lists linked to this account or active customer and the Item is in at least one Item List linked to their Account or Customer.

Item

You can adjust the settings for an Item's On Hand Quantity. Based on the settings you choose, the shopper may be unable to place an order if there are no Items available. For more information on an Item's settings for On Hand Quantity, review our topic On Hand Quantity Calculation Logic.

If the Item does not have a UOM, the shopper cannot place an order for it.

If you do not approve the Item to be posted for sale in your web store through the Item Maintenance grid, the shopper can neither see the Item nor order it.

Category

You can apply Shopping Cart Restrictions for each of your Categories. This can be done under the Restrictions Tab within Category Maintenance. These restrictions apply a rule that Items in the restricted Category can only be added to the Shopping Car with specific Items from other Categories. Otherwise those Items cannot be added to the Shopping Cart.

Account

For each Account, you can check off a box that permits that Account to place orders in your web store. To do so, access the Account Maintenance grid. If you do not check this box, the shopper is able to see the price of the Item, but they are unable to add the Item to the Cart or check out with it.

You are also able to place an Account on hold. In such instances, the shopper is unable to even log into the web store.

Customer

If you place a Customer on hold via the Customer Maintenance grid, they are able to add Items to the Cart. However, upon reaching step 1 of checkout, CyberStore informs them that they cannot proceed.

If a shopper goes over their credit limit defined in SYSPRO, a value which you are able to view in the General tab within Customer Maintenance, the Customer cannot place an order. Upon reaching step 4 of checkout, CyberStore informs them that they cannot proceed.

Customer Class

For each Customer Class, you can disable their ability to add Items to the Cart in Customer Class Maintenance. Without the ability to access the Cart, they cannot place an order.

You can also prevent new members of a Customer Class from placing orders. This allows you to review new Customers before giving them access to your web store.

View List

If a View List prevents a shopper or set of shoppers from seeing an Item, they cannot place an order on that Item. View Lists can also allow a set of shoppers to see an Item but not have the ability to add that Item to the Cart. You can adjust the Items contained within each View List using the View List Maintenance grid.

Order Amount

Through the Order Integration tab within Site Manager, you can set an order minimum. This prevents shoppers from placing an order with a subtotal that does not meet or exceed this minimum value.

 

See Also

Reference

Items and Categories

Customers

Management Console