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- Orders with products from a specific category;
- Specific customers;
- Orders containing specific products;
- Orders over/under/between certain dollar val
Step-by-step guide
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To Set Up a Checkout Message:
- From the Administrator Role, under 'Settings' click on 'Checkout Message' or navigate to: 'CheckoutMessageMain.aspx
- Click the 'New' button on the grid to start creating the checkout message
- Enter the 'Sort Code/Mask' to define a product category. Enter '%' for all products, leave blank if using an 'OverRide Query'
- Set 'Is Plain Text?'
- 'Checked'; The message in plain text and will be displayed as is
- 'UnChecked'; The message is HTML and will be displayed as rendered HTML code
- Set 'Requires User Confirmation'
- 'Checked'; Displays a checkbox that the user must enable before being allowed to continue
- 'UnChecked'; Message is displayed, user does not need to enable to continue
- Set 'Applies to Mode' to indicate a message to appear for B2B, B2C or both user roles
- Select the 'Top Template' if applicable
- Select the 'Field Group Name' if applicable
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From the Administrator Role, go into *Checkout Message Maintenance*. To do this:
- Select the 'Bottom Template' if applicable
- Click on 'OK' to save your changes or 'Cancel' to discard the checkout message
Setting | Description |
|---|---|
Sort Code/Mask | The sort code or category code. Can also use wild cards for multiple categories , i.e. SX123% |
Message | The message that is displayed to the user, this can be written in plain text or alternatively writing using HTML Code. |
Is Plain text? | Used to identify whether the message is displayed as plain text or HTML Code which will be rendered to the user. |
Requires User Confirmation | Used to include a checkbox for the user to select before they can continue. |
Override Query | Used to define alternative criteria to be met before the message is displayed to the user. |
Applies To Mode | Used to specify whether the message is displayed to B2B users, B2C users or both. |
Top Template | The template that is displayed above the message. |
Field Group Name | the fieldgroup that is defined on the prontosalesorder table to be displayed along with the message. |
Bottom Template | The template that is displayed below the message. |
| Info |
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When setting up a checkout message, The 'Sort Code/Mask' and 'Override Query' fields are used to define the criteria for whether or not a checkout message is displayed to the user. The following values will provide an example of how to display a checkout message for various scenarios. |
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