[intro] When you have completed this Guide, you will have configured your Checkout Flow settings correctly. [/intro]
1. From the Dashboard, click the Settings tab:
2. Then you need to click Checkout on the far left-hand side:
3. You will then see this page:
At the top of the page, you’ll see your Checkout Rating. This gauge lets you know how well your Checkout Flow has been set up. The highest score you can get is 96% unless you install the Postcode Lookup feature on your EKM online shop, which allows you to offer ‘address completion’ functionality on your checkout flow. This is a chargeable feature and entirely optional.
Under the ‘Improve Your Rating’ header, you’ll see any recommendations for settings you need to configure within your Checkout. As my Test Shop is set up already, the only recommendation is to install Postcode Lookup, which as detailed above, is entirely optional.
Beneath the ‘Checkout Steps’ header, you’ll see each of the individual pages of the Checkout Flow represented. You can edit each of these by hovering over the step so it turns blue and reveals the Edit Settings button. There are various different settings for each of the different steps of your Checkout Flow. Click each of the images below to work through each step in turn:
When you have completed each of the different Guides listed above, you will have successfully configured all of the settings for your Checkout Flow. The next thing you need to do is customise the design of the Checkout Flow by using this Guide.
- Settings - Shop Details
- Making Quotes on your EKM online shop
- Customising your Invoices
- The Orders Page
[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in EKM Community. [/contact]