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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.