Commerce > Shopping flow

Shopping flow

The two most common e-commerce websites are:

  • Business-to-Consumer (B2C): typically designed for selling goods and services to consumers.
  • Business-to-Business (B2B): used to build strategic relationships with other businesses, and to ease the supply and procurement processes that characterize trade among those organizations.

Sites can have multiple roles, and a single site can provide several functions. Episerver Commerce is a flexible platform allowing for seamless integration with external systems such as financial, CRMCustomer Relationship Management; a system for managing interactions with current and future customers, including support for sales, marketing, customer service and technical services.inventoryThe process of checking the availability in one or more warehouses for a specific product; or, a complete list of items such as property, goods in stock, or the contents of a building., warehouse, and customer service systems.

You define user roles and groups with access rights. Some examples of user roles in Episerver Commerce are content editors, marketers, business owners, and store and system administrators.

A typical B2C shopping flow involves a number of interactions between a visitor on the website, Episerver Commerce, and any integrated external system. You can automate the shopping flow so that it requires little manual attention, but if you need to, you can monitor, access, and manually handle a purchase orderInformation for a website purchase including purchased items, address and shipping information and payment verification. from the Orders system.

The following example shows a B2C type of shopping flow and the actions and tasks involved.

  1. Cart created.

    In the shopping flow example, a customer does not need to register on the site to make a purchase. The order process starts when the visitor selects a productCommerce: various forms of merchandise that you can display and purchase from the public site, including products, variations/SKUs, bundles, packages and dynamic packages. and adds it to a shopping cartA collection of products selected by a website shopper, with the intention of completing a buying procedure. Also called shopping cart or basket.. A cart (basket) is created and saved in the system, and is viewed in Orders > Carts. If the customer does not complete the checkoutThe process of buying one or more products in a webshop including shipping and billing addresses, shipping methods, and payments. procedure, the cart remains in the system for a specified time.

    When the customer returns to the website, the cart is made available for continued shopping. Already, in this early step, the system performs an inventory and pricing check to look for availability in the warehouse, and discounts for selected products in the cart. This is updated if and when the customer returns to the cart.

  2. Start checkout.

    When the customer decides to complete the purchase and chooses to proceed to checkout, the first step of the checkout procedure is initiated.

  3. Add address.

    The shipping and billing address information is added together with the preferred type of delivery (First class or Express, and so on). An anonymous customer can add the address information manually; a registered and logged in customer can populate the address information automatically. You also can set up the system to split shipmentA shipment that comes from more than one warehouse, or cannot be fulfilled at the same time.s and ship to different addresses.

  4. Add payment.

    The paymentCommerce: the verification of a money transaction in a website shopping situation. The e-commerce system most often needs a verification for a payment to create the actual purchase order and complete the shopping workflow. is added to the purchase orderInformation for a website purchase including purchased items, address and shipping information and payment verification.-to-be. The system calculates the total, including the purchase amount and shipping fee. The customer selects a payment method, such as credit card or PayPal. The payment is registered and verified. Payment can happen instantly or after a certain specified time, depending on how you set up the payment process and the type of e-commerce solution (B2C or B2B). You also can set up split paymentRemittance that is divided by either time (such as for a subscription) or by different receivers (if you checkout a cart with products from more than one seller).s, if the system is configured for this.

  5. Order created.

    Usually, the actual purchase order is created in the system when the payment is settled. In the last checkout step, a purchase order number is created, the customer confirms the purchase, and an order confirmation is sent to the customer. The shopping cart is converted to a purchase order which is visible with status In Progress in Orders > Purchase Orders.

  6. Order processing.

    After the order is created, order processing starts to check the warehouse and inventoryThe process of checking the availability in one or more warehouses for a specific product; or, a complete list of items such as property, goods in stock, or the contents of a building. status for the products in the order, and creates the actual shipmentCommerce: a collection of products from a purchase order, ready to be shipped to the receiver after having gone through inventory check and other verifications.. Inventory status for the products, may split the order into more than one shipment.

  7. Shipment released.

    After the shipment is verified, it is released. The purchase order now appears in Orders > Shipping/Receiving with the status Released for Shipping.

  8. Add to picklist.

    A warehouse uses a picklistThe list used in a warehouse to collect the physical product items for a purchase order shipping. to create the physical shipping of the products in the order, and produce a packing slipThe paper slip with order information that is attached to the physical package during the shipping procedure. that is attached to the physical package to be shipped.

  9. Order completed/shipped.

    After the system creates the picklists with different orders and their respective packing slips, the order is set to Completed by creating a shipment validation number that is associated with tracking numberUsed for tracking shipment of orders.. You can enter the tracking number manually, or automatically if such an integration exists. The tracking number connects the physical package with the shipping provider for the delivery, and tracks the package on its way to the delivery address. The purchase order appears in Orders > Purchase Orders again, with status Completed.

  10. Return/Exchanges.

    Only completed orders are subject to a returnCommerce: manages exchanges and refunds for faulty products. or exchangeCommerce: the process of replacing a faulty product with another one, or remit a refund.. You can create returns automatically or manually by replacing a delivered product with another one in exchange, or a payment refundA payment that is returned to a shopper due to a faulty product delivery or other reason., or both. When you create a return, it appears in Orders > Shipping/Receiving > Returns. Order status may be Awaiting Exchange.

    If the return involves replacement of a new product, the shipping procedure is initiated again. The return also may involve receiving a faulty product, in which case a receiving procedure is initiated involving the acknowledgment of a receiving receipt for the returned product.

Integrating with external systems

Episerver Commerce is a flexible platform built for integration with other business systems needed in an e-commerce environment. These systems are typically integrated with various parts of the shopping flow, for exchange of data with Episerver Commerce.

The following business systems can integrate with Episerver Commerce at various parts of the shopping flow.

You can extend your Episerver Commerce solution with additional modules from Episerver and third-party providers. Extension modules are available from the Episerver Add-on Store in the top global menu in Episerver, or from

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Episerver User Guide update 15-5 | Released: 2015-11-16 | Copyright © Episerver AB | Send feedback to us