Online Checkout Flow

How Checkout Works

When a customer is ready to buy from your online store, they go through the checkout process:

Step 1: Cart Review

The customer reviews their cart:

• All selected products with quantities
• Subtotal, delivery fee (if applicable), tax, and total
• They can adjust quantities or remove items
• Click Proceed to Checkout

Step 2: Fulfillment Selection

The customer chooses how they want to receive their order:

Only the fulfillment methods you have enabled for the storefront are shown. The storefront has its own fulfillment configuration, independent from the portal one (see Fulfillment Methods). Delivery and Pickup are the only options that can be offered online; In-Store is staff-only and never appears at checkout.

Step 3: Delivery Address (If Delivery)

If the customer selects Delivery:

• Country: Select from your configured delivery zones, or from the general countries list
• City: Select from the available cities
• Detailed Address: Enter the full delivery address

Step 4: Payment Method

The customer selects how they want to pay:

Only the storefront payment methods you have enabled for the store are shown.

Receipt / Transfer Upload

When the customer selects Receipt / Transfer:

1. Transfer numbers (mobile wallet or InstaPay) appear with quick-copy buttons if configured.
2. A modern upload area appears.
3. The customer clicks to select a receipt image (JPEG, PNG, or WebP).
4. The image uploads automatically.
5. A success confirmation appears once the upload is complete.
6. The receipt is attached to the order payment and visible to you in the business portal.

Step 5: Customer Information

The customer fills in their details:

• Name: First and last name
• Phone Number: Contact number

Step 6: Order Notes (Optional)

The customer can add special instructions or notes for the order.

Step 7: Order Review

A final summary showing:

• All items with prices
• Subtotal
• Delivery fee (for delivery orders)
• Service fee (if applicable)
• Tax
• Total amount
• Selected payment method

The customer must also meet the minimum order value if one is configured. Customers see this early: the cart page shows a progress bar with "Add X more to place your order" and keeps the checkout button disabled until the minimum is reached. If the total still falls below the minimum at checkout (for example after a coupon), a warning is displayed and the order cannot be placed.

Step 8: Place Order

The customer clicks Place Order. The order is created in your Cashvio portal.

After the Order is Placed

• The customer sees an Order Success page with their order number and a countdown redirect back to the store.
• The order appears in your Sales list in the business portal with the order source marked as Storefront, and the sales channel set to Web automatically.
• Payment records are created based on the payment method:
  • Cash: A pending payment record. Open order details and click Accept Payment when the customer pays.
  • Receipt: A pending payment record with the uploaded receipt image. Review it on order details and click Accept Payment.

Managing Storefront Orders

Storefront orders appear alongside your portal orders in the Sales list. You can identify them by the Order Source column showing "Storefront". In Reports > Overview, their revenue rolls into the Web sales channel.

To process storefront orders:

1. Review the order: Check items, customer info, and delivery address.
2. Process the payment: For Cash or Receipt orders, open order details and click Accept Payment (Receipt orders show the uploaded image in the confirmation).
3. Update fulfillment: Move the order through the fulfillment stages (Pending, then Preparing, Ready, Delivering, and finally Completed).