Updated Checkout Flow

Checkout page updates

We have updated the checkout flow in order to improve the user experience.

1. The products will now show on the right side of the page on the Web and will display within an Order Summary on Mobile
   
   
2. Each section will be within its own view, moving from left to right
   • The customer will need to select save in order to move to the next section
   • If not logged in, the customer will have the option to log in, guest check out, or sign up. 
   • If logged in, the customer will immediately see the delivery address section.. 
     
3. Once a customer has entered and saved all information, they will enter a confirmation page state which allows them to edit any information if needed as well as place their order.
   

Bundles

Bundles - set up

You will now be able to create fixed bundles in order to sell a specific package of products! 

To create a bundle, you will select Create Bundle within Admin > Products 

Within the Bundle, you will be able to assign Bundle Products under the variant section of the product info page.

You will be able to track the inventory of the bundle products, however, if the bundle product runs out of stock it will not prevent the bundle from being purchased. 

Availability of the bundle is determined at the bundle level, however, if a bundle product is no longer available it will either be swapped for a different product or removed from the bundle depending on the subscription & order settings. 

You will be able to 

• indicate a set price for the bundle within the Pricing section of the product.
• Assign tags and filters to the bundle
• Assign associated products to show on the product description page
• Assign a swap product for the entire bundle (for when the bundle is no longer available)

Bundles - display 

On the Menu, bundles will display alongside other products within the category you have assigned them. 

When you click into the bundle to view the product description, customers will be able to view the product description and the bundle items assigned.

When a customer selects a bundle product from the list, they will be taken to that product's description page so that they can view ingredients & nutrition information for the individual product.

Updated Fulfillment Modal

Updated Fulfillment Modal - ADMIN

To better explain the type of fulfillment available in a location, merchants are now able to configure a text describing scheduled and store delivery. 

Merchants can configure this by going to Online Store →Menu Styling → General Styling Properties.

Updated Fulfillment Modal - SHOP

Right after entering the Zip code, customers will be prompted with the fulfillment types available in this location along with the description.

You can configure the language of the delivery section to make the choices more clear to users. 

“Scheduled Delivery” and the subtext below as well as “Partner Delivery” and the subtext below can be updated to language that makes sense for your business. 

Persistent Inventory

Persistent Inventory - ADMIN

You will now be able to determine if a location operates on persistent inventory. 

If persistent inventory is enabled, inventory will be entered at will and all orders will affect the entered inventory (subscription orders will remove product from the inventory after the order has been generated).

You can set a location as having persistent inventory within Admin > Fulfillment > Market > Location > Location Details

Enhancements

Show Product Macros - ADMIN

Merchants will be able to define whether to display macros on the product cards or not. This setting is in Online Store → Menu Styling → Product Cards. 

Should the merchant chooses to display the macros;

• They can select up to three macros to display on the product card.
• Macros they could choose from should include calories, fat, protein, and carbs.
• They can set what order they want the macros to be displayed in.
• Macros to be shown will be for the first listed variant.
  

Show Product Macros - SHOP

Should the merchant decide to show the macros on the menu page, this will appear below the price of each product. 

Macros would include calories, fat, protein, and carbs. 

It would also display the macros for the first listed variant. 

Add configurable Preparation Notes - ADMIN 

In order to provide specific preparation notes on individual products, we now have the ability to add configurable notes section in every product. 

To add preparation methods, you can go to Settings > Products > How to Prepare. And once the methods are added, you can then go to your products to assign the preparation notes for each one.

Add configurable Preparation Notes - SHOP 

When customers visit the product details page, they should be able to view preparation instructions for that specific product.

Preparation instructions will display within “How To Prepare” section within product details, under ingredients & nutrition information.

Configure Menu Navigation Dropdown - ADMIN & SHOP

Currently, Menu in the navigation header requires the customer to select menu, which produces the dropdown, and then select All Categories to get to the Menu. In this update we would like to allow merchants to configure if they would like the category dropdown or not.

If merchants have opted not to have a dropdown, selecting the text for the Menu Navigation Header should take customers to the All Categories menu page. 

This should be a setting within Admin v2 → Online Store → Navigation.

Customers’ View

Configurable sms/email marketing opt-ins - ADMIN & SHOP

You now have the ability to select whether the sms/email marketing opt-ins at sign-up default to checked OR unchecked.

A new template tab named “Communications” will be added to Admin V2 > Online Store > Templates after the Privacy & Terms tab.

Merchants can choose to whether Toggle ON (yes) or OFF (no);

• Auto Opt-in to Marketing SMS Messages
• Auto Opt-in to Marketing Email Messages

Customers’ View

SMS/Email marketing opt-ins at checkout - SHOP

Guest Checkout will now have the option to either opt-in or opt-out of SMS/Email marketing at check-out. 

It follows the default configurations of checked or unchecked set by the merchant at checkout and these fields will not be required in order to proceed with checkout.

Whatever the customers choose, this will update the settings associated with their email or phone number, and settings will be sent to Klayvio.

Product page sorting - SHOP

Customers will now be able to sort products on the menu page by availability and price

The order ozf available will display as in-stock now, preorder, and sold out. 

Customers will also be able to sort by ascending or descending price. 

“x1” Removed from Product Name on Product Description page - SHOP

From this release, customers will no longer see the “x1” beside the Product Name whenever they go into Product Details page or modifiers as it will be removed.

BEFORE

AFTER

Update UX for guest promo codes - SHOP

In order to allow Guest users to use the promo codes accordingly, they will now be prompted with “login or sign up to use promo” if they use a promo code that’s only applicable to users that have signed up and currently logged in. 

As soon as the Guest user signs up or logs in, the promo code will be applied at checkout as usual.

Add vitamins A & C to the nutrition panel - ADMIN & SHOP

Merchants will now be able to add Vitamins A and C to the Nutrition panel.

Merchants can go to Products > Products List > select a product > Edit Product > Nutrition.

Customers’ View

Add header above variants on the product page - ADMIN & SHOP

In order to allow merchants to create awareness about the dropdown from the Product Details page, we are not adding an option to configure the title of the variants. 

You can go to Admin v2 → Online Store → Menu Styling → General Styling →Variants Title.

When customers go to the Product Details page, and the product has variants, there should be a title over the variants field to indicate that these are variants. It is currently defaults to “Variations”.

Customers’ View

Ability for customer to select a Pickup Range - ADMIN & SHOP

In order to allow customers to pick up their order within store hours with no specific time, we are adding an option in “PIckup Settings” that says “Customers can pickup anytime during store hours”.

Within Fulfillment → Markets → Pickup Settings, merchants should be able to define this. 

Customers’ View

Add hamburger menu on left in Tablet/Mobile - SHOP

When the website is being viewed on a tablet or mobile phone, there will now be a hamburger menu on the left side that contains the header navigation links. 

Update Select Subscription Plan Modal - SHOP

When customers select cancel while adding an item in their existing subscription plan, the item they were trying to add would automatically be added to their current cart which could be confusing to a customer.

To avoid this, we are updating a few texts in the subscription modal. If a customer tries to add an item to an existing plan, they will be prompted with; “You are currently shopping the following subscription”

At the bottom, they will be asked, “Would you like to continue shopping this subscription?” and if they select “No”, they will be redirected to the subscription page where they will be asked which plan to manage/edit or to start a new order.