From the user's perspective
In order to purchase a product or multiple products, a customer has to add a product to the cart.
To do so, the user needs to navigate to click the "Add to cart" button which can be visible on the product page or list of products.
Since DJ-Catalog2 is not only an e-commerce extension (shopping features can be disabled), the button may not be available at the start.
To make it available following requirements must be met:
- The cart has to be enabled. Got to Options -> Cart tab and please make sure that shopping cart feature is enabled
- Each product which you would like to be available to be purchased has to:
- be set as "Available" (so that cart button could be displayed),
- has to be "on stock" so the Stock field has to be greater than 0,
- its price should be greater than 0.0:
- Finally, according to your personal taste, make sure that "Cart button" has been displayed on either product page or list of products. It can be displayed on both too:
User details and preferences
Making purchase has some few requirements regarding user details - by design (hence this cannot be changed) only the following data is required to be provided by a customer to place the order:
- first name
- last name
- email address
Other data such as company name, address, city, country, phone, etc. can be hidden, made optional or required. This can be controlled inside the "Cart" setting tab:
All of this user information can be obtained on the fly during the checkout process or they can be requested and stored beforehand - upon Joomla! user registration.
This is possible thanks to "User - DJ-Catalog2" plugin that comes with the DJ-Catalog2 extension. The plugin integrates with Joomla! core Users component and extends basic profile fields:
You can control which user fields should be required/optional/hidden separately (from the cart settings) inside plugin configuration:
Guests and registered users
Making orders by guests (not registered users) is also possible. What's more, you can choose whether a customer should be prompted to sign-in or sign-up before making the purchase, or go straight from cart to order confirmation.
In Cart settings you will find the following parameters:
- Registered only - when set to "No" guest users will be able to make orders,
- Skip login page - when set to "Yes" guest users will not be asked to log in or create the account before making the purchase.
Making the purchase
Since all essentials have been presented, we can now go through the checkout process.
The first step is, of course, the cart page on which user sees all the products he added.
The quantity of each product can be changed with +/- buttons or by typing in the new value.
By clicking the X button user removes products from Cart.
In order to go further user needs to click on the "Proceed to checkout" button.
The second step is optional.
If you decide that you don't want to prompt your users to log in then it will be omitted.
The same applies to the situation where a user is already logged in.
In this step user is given three options:
- Log in using a displayed form,
- Go to the User Registration page in order to create Joomla! user account,
- Continue placing the order as a guest - unless this option has been disabled by the administrator.
On the third step, a customer sees the contents of the cart and is able to select from available methods of delivery and methods of payment.
There is also a brief summary of price components (subtotals) and customer's billing as well as delivery details.
If the customer hasn't provided billing information (e.g. he is buying as a guest) then he will be prompted to fill in missing information.
To finalize the order - that is to confirm it and store it in the database - the user needs to click on the "Confirm order" button.
Finally, after the order has been placed, the user will be redirected to the order details page on which all the relevant information has been included.
Usually, at this point (depending on the payment method user selected) the user is able to proceed with all the further necessary actions related to making the payment.
For example in the picture below you can see the "Pay with PayPal" button which will redirect the customer to the PayPal payment gateway.
The administrator is able to manage the orders in Components -> DJ-Catalog2 -> Orders
From the list, the administrator can directly change the stats of the order and optionally inform the customer about the status change (in this case the "Notify customer" checkbox has to be checked prior to the change of the status).
By clicking the order number or date it is easy to see and modify every detail of the order including adding or removing the items of the order.