Walkthrough: Configuring Order Processing in Quick Shopping Cart
This article is part of our Quick Shopping Cart Walkthroughs series, designed to guide you through creating an online storefront using Quick Shopping Cart. Configuring Order Processing is article three in the series. Click here to go to the beginning.
Time to Complete: 1 hour.
Once you've added products to Quick Shopping Cart, processing orders involves many external factors. Tax, shipping, and payment options all involve third parties.
Because the configuration is open-ended, this walkthrough uses our imaginary shirt company for examples to better inform your decisions instead of dictating how your store must be configured. The examples show state-based tax, shipping with USPS, and accepting PayPal payments.
Configuring Taxes
You may find that your online company needs to tax its orders. Quick Shopping Cart will calculate the tax in the customer's shopping cart immediately.
- Log in to your Account Manager.
- In the My Products section, click Quick Shopping Cart.
- On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to modify.
- From the Set Up menu, in the Operations section, select Taxes.
Quick Shopping Cart handles taxing orders based on one of four options.
NOTE:Laws on e-Commerce change often, so be sure to get the advice of a tax accountant or attorney.
No Tax
No order placed on your Quick Shopping Cart is taxed.
Flat Tax
Every order is taxed a flat percentage.
VAT
Value Added Tax allows you to define the VAT value for individual products.
State-based Tax
Taxation is based on the customer’s shipping address and defined as a percentage based on either state or postal code.
Our shirt company is in Arizona and our accountant has advised us we need to charge tax only to our in-state customers. We choose a State-based Tax of 9% and to not charge tax on shipping.
Choosing Shipping Methods
Once your customers decide which products they'd like to purchase, you need to provide them options through which their packages will be shipped.
Quick Shopping Cart supports FedEx, USPS, UPS, along with a custom option that lets you define your own shipping charges, and an option for local pickup.
NOTE: Custom shipping may not be used in conjunction with FedEx, USPS, or UPS.
If you didn’t have time to input your products' dimensions, you should do so now – otherwise, your shipping charges will be inaccurate.
NOTE: About Rates Display Order: If you provide multiple shipping options, they appear in the order specified in the Rates Display Order menu when the customer proceeds to checkout.
- Log in to your Account Manager.
- In the My Products section, click Quick Shopping Cart.
- In the Quick Shopping Cart list, click Open next to the Quick Shopping Cart account you want to use.
- From the Set Up menu, in the Operations section, selectShipping.
FedEx
If you have an account with FedEx, Enable it and follow the on on-screen instructions.
United States Postal Service
If you want to ship via USPS, click Enable. You then need to specify any handling fees and the postal code from which you are shipping. Selecting “Each product ships in a separate package” presents options for the handling fee and maximum package weight.
Quick Shopping Cart calculates the shipping cost based on the dimensions of your shipping boxes and products’ weight. Make sure you Add all of your available shipping boxes and select your preferred Shipping Options.
Our shirt company's store is near a United States Post Office, so shipping via USPS is convenient.
There is a $3 handling fee per package to cover the cost of labor. Multiple shirts can fit in a single box, so we select Multiple products ship in the same package and apply the handling fee to each package. The maximum package weight isn’t an issue since we’re shipping shirts, so we set it to 70lbs.
On a trip to the Post Office, we find out USPS offers free Flat Rate Shipping Boxes. Their dimensions are 12” x 12” x 5-1/2”, 11" x 8.5" x 5.5", 11-7/8" x 3-3/8" x 13-5/8"and 5-3/8” x 8-5/8” x 1-5/8”. After we add those four boxes to Quick Shopping Cart, and decide that we plan on only offering Priority Mail® Flat Rate. If our needs change, we can consider other shipping options later.
UPS
Like FedEx, if you have an account with UPS, Enable it and complete the on-screen instructions.
Custom
Custom Shipping allows you to define the shipping cost for each product or multiple products in a single order. For more information, see Setting Custom Options for Price-Based Shipping
Local Pickup
If you have a physical locale, you can allow customers to pick up products to avoid shipping costs. Local Pickup still allows you to charge a handling fee.
Selecting Payment Options
Every store owner needs to decide how his customers may pay for his services.
- Log in to your Account Manager.
- In the My Products section, click Quick Shopping Cart.
- On the Quick Shopping Cart page, click Open next to the Quick Shopping Cart account you want to modify.
- From the Set Up menu, in the Operations section, select Payment Options.
A lot of facts can inform your decision on which payment options to accept. Most of the details are on the Quick Shopping Cart page itself, but here’s a quick rundown.
PayPal
Unlike a merchant service, PayPal doesn’t require a secure certificate (more information on that under Credit Card: Merchant Service) and doesn’t charge a monthly fee. The only requirement is that you have a PayPal Business Account.
Once a customer pays for an order using PayPal, PayPal verifies the transaction and transfers the funds into your PayPal account.
After speaking with several customer service representatives, we decide PayPal is convenient for our customers and us. We set up a Business Account with PayPal and provide Quick Shopping Cart the email address associated with the account.
COD
Cash on Delivery is less common these days, but still has value as a means to allow customers to purchase products even if they do not have, or want to use, a credit card or online wallet service such as PayPal.
Print and Call
Print and Call ordering allows your customer to arrange payment with a credit card over the phone, through a purchase order or some other way.
Credit Card: Merchant Service
Most customers are used to paying on the Web through merchant services; they provide their credit card information and the money is withdrawn directly from their bank account.
Processing credit cards directly from your site requires both a merchant service and a secure certificate.
Merchant Service
For a monthly fee, in addition to a processsing fee per transaction, a merchant service processes your store’s credit card transactions. Merchant services handle the transfer of funds from your customers to you.
Secure Certificate
To protect your customers’ credit card information, merchant services require credit card transactions to be protected by a secure certificate, also known as an SSL. Secure certificates prevent theft of your customer’s credit card numbers by encrypting the information sent to the merchant service.
A merchant service does not automatically deposit transactions into your bank account. All transactions must be manually approved. For more information, see How does collecting payment online work?
Go back to article two: Setting Up Products.
Start from the beginning with article one: Designing Your Storefront.