In this video, we walk you through the process of setting up a full cart on our website, which enables customers to complete their online purchases seamlessly. We cover essential settings under e-commerce, including recommended items, shipping, installation, and stock management. It's crucial to have Home Source Pay configured to process payments effectively. We also emphasize the importance of testing your options before activating the full cart feature. Please ensure to save your changes and check the extended service contracts in the point of sale settings as well.
Standard Operating Procedure for Setting Up Full Cart on E-commerce Website
Objective
This SOP outlines the steps required to configure and enable a full cart on the e-commerce website, ensuring all necessary settings are correctly applied for optimal functionality.
Key Steps
Ensure Home Source Pay is Active 0:12
Confirm that Home Source Pay is set up to process credit card transactions.
Without Home Source Pay, the full cart will not function.
2. Access E-commerce Settings 0:27
Navigate to the e-commerce section of the website.
Go to the settings tab to configure the full cart options.
3. Configure Recommended Items 0:38
Click on the 'Recommended Items' tab.
To add an item, click 'Add Recommended Miscellaneous Item'.
Select the item (e.g., dryer vent) from the miscellaneous items list.
Specify the product group (e.g., appliances) and category (e.g., dryer).
Optionally select a manufacturer and type.
Mark as a required item if necessary.
Click 'Update' to save changes.
4. Set Up Shipping and Installation 2:28
Click on the 'Shipping and Installation' tab.
Enable shipping to zip codes outside the designated area if needed.
Configure pickup options and free delivery zones.
Set standard delivery fees and thresholds.
Specify in-home delivery options and installation rates.
Add zip codes for delivery areas.
5. Configure Stock Settings 7:01
Go to the 'Stock' tab to manage inventory visibility.
Set the low stock disclaimer and threshold.
Configure in-stock and out-of-stock messages.
Decide on location breakdown visibility and display options.
6. Enable Full Cart Functionality 9:15
In the 'General' tab, click the option to 'Add to Cart'.
Test the configuration with a quote cart before making it fully transactional.
7. Configure Extended Service Contracts 9:51
Navigate to 'Point of Sale' settings.
Go to the 'Extended Service Contracts' tab.
Ensure the online option is set to 'Yes' for each contract.
Cautionary Notes
Always save changes after configuring each section to avoid losing settings.
Test the full cart functionality thoroughly before going live to ensure all settings work as intended.
Tips for Efficiency
Use a checklist to ensure all settings are configured correctly before finalizing.
Document any specific configurations for future reference or training purposes.