How Do My Clients Place an Order

This article shows clients how to purchase one or more items. Clients learn how to add items to a basket, enter a payment method on the Checkout page, and locate an order summary.

Opening the shop page

The first step is to open the Shop page. This is where clients can see your catalogue and read product information.

1. Log in to the store account.

2. Click the Place new order menu tab.

3. On the next page, select a product category on the left menu (if available).

Product information

Clients can read the product description and decide whether or not to buy the product.

At this point, clients have two options:

1. Click the button to add the product to the basket.

2. Click the back button to exit the product information page and return to the catalogue.

Understanding the basket page

On the Basket page, clients have several options.

1. Click the Trash icon to remove the item.

2. Add information to the custom field (if created by the store owner).

3. Click the Continue shopping button.

4. Add a discount code, if available.

5. Click the Continue to checkout button to complete the transaction.

Understanding the checkout page

The client-side Checkout page design depends on how the store owner configures store settings. Generally, clients should complete four steps.

1. Confirm or edit the shopping address.

2. Add or confirm the payment method.

3. Add a discount code, if available.

4. Click Place order & pay.

Reviewing the order

After the client pays, Upmind displays the Order summary page.

1. Clients can review the order.

2. View the invoice.

3. See the order number.

4. Cancel the order.

Clients can also review orders on the Products & Services page.

1. Click the Products & Services menu tab.

2. Click Subscriptions or One-time purchases on the left menu.