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e Commerce Registration

OVERVIEW

eCommerce registration allows users and guests to configure and price products without having to create an account and log in. Upon navigating to the application home page, users will be able to begin selecting parts and/or configuring products without logging in, however, they are required to either log-in or create a user ID to check out. The default user will be: guest1@GuestCompany.

Other features include the fully customizable Quick Registration and My Profile pages. The FullAccess user can upload XSL for customizing these pages.

Click here for a demo of eCommerce Registration.

User-Side Functionality

Users would often like to configure an item and add it to the shopping cart when they are not logged in. Once the user has configured their product or has finished shopping, they will need to check-out. Upon check-out, users will be required to log-in to use previously saved information, or they will need to register for a user account.

ClosedUnregistered Users

After clicking Check Out ( or any commerce invocation button), users that are not logged in will see the Login to continue dialog box:


ClosedRegistered Users

If the user is already registered, they will simply have to use their login credentials and the appropriate commerce invocation will take place. All items in the shopping cart will be added to the process. After the Commerce Process is invoked, all navigation buttons should appear that are assigned to the user type that logged in. Should a user try to login with invalid credentials, an error message will be displayed.

If the user cannot remember their password, they can click on the "Forgot Password" link. The following pop-up will be displayed, allowing them to have a temporary password emailed to them.

Users will be required to enter their user login as well as their user email address.


ClosedGuests

If the user is not already registered, they must click the Register link. This will take them to a Quick Registration page where they will need to complete at least the required fields (such as login, email, question secret answer, first name, company name and currency preference).

When registration is completed, the user is logged in and all items are moved to the appropriate Commerce Process.


ADMINISTRATION

ClosedEnabling eCommerce Registration

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Login Options section, select Yes for both Allow Guest Access and Enable Quick Registration. This enables guest access and registrations.

  2. Click Update to save the change.

USE CASES

ClosedEnabling Users to Shop without Logging In

Users often like to configure an item and add it to the shopping cart when they are not logged in. Once the user has configured their product or has finished shopping, they will need to check-out. Upon check-out, users will be required to log-in to use previously saved information, or they will need to register for a user account. This use case assumes that Allow Guest Access and Enable Quick Registration have been set to "Yes" in the Global System Settings section described above.

  1. ClosedNavigate to the Page List page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Process Invocation in the Commerce and Documents section.

      The Page List page appears.

  2. In the Page Title column, click the name of the page you would like to allow guests access to. This example uses the page Model Configuration.

    The Action List page appears.

  3. In the Navigation column for the Add to Cart action, confirm User Access Rights is showing and click List.

    The Access Rights Editor page appears, including the fields Company Type and User Types.

  4. Choose RestrictedAccess from the Company Typeand User Types drop-downs.

    Now users can add items to a shopping cart without logging in.

  5. Click Update to save the change.
    1. QuickRegistrationBuy as both Company and User type will allow users that registered on the Quick Registration page to create a transaction upon checkout.

NOTES

NOTES

RELATED TOPICS

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