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Orders & Checkout

This section describes the order lifecycle and checkout process.

Order Flow (Overview)โ€‹

Customer browses products โ†’ Adds to cart โ†’ Goes to checkout โ†’ Places order โ†’ Invoice created โ†’ Payment โ†’ Order complete

Client Checkout Flowโ€‹

  1. Browse products - Customer views products (with optional category filter).
  2. Add to cart - Clicks "Add to Cart" (with variation selection if applicable).
  3. View cart / Place order - Clicks "View Cart and Checkout".
  4. Checkout page - Sees cart items and can:
    • Adjust quantities
    • Remove items
    • Apply coupon (if enabled)
    • Apply gift card (if enabled)
    • Opt in to newsletter (if enabled)
  5. Place order - Submits the form.
  6. Invoice created - Perfex creates an invoice for the order.
  7. Payment - Customer is redirected to the invoice to pay.
  8. Order complete - After payment, quantity is updated and emails are sent.

Staff Ordersโ€‹

Staff can create orders on behalf of customers without using the storefront:

  1. Go to Products โ†’ Add New Order (or Staff Order).
  2. Select the client.
  3. Add products (with quantities).
  4. Apply coupon if needed.
  5. Create the order. An invoice is generated.

Order Historyโ€‹

  1. Go to Products โ†’ Order History.
  2. View all orders with:
    • Order ID
    • Client
    • Invoice link
    • Status
    • Date

Order Status & Invoicesโ€‹

  • Orders are tied to Perfex invoices.
  • When an invoice is marked Paid, the module:
    • Reduces product quantity
    • Sends order confirmation emails
    • Triggers gift card creation (for gift card purchases)
    • Records referral commissions (if applicable)

Cart Behaviorโ€‹

  • Cart data is stored in the session.
  • Logged-in customers: cart can be associated with the client.
  • Abandoned cart tracking (if enabled) records carts that are not completed.

Coupon & Gift Card at Checkoutโ€‹

  • Coupon - Enter code and click Apply. Discount is shown.
  • Gift card - Enter gift card code and click Apply. Balance is applied to the total.

Both can be used together in a single order where rules allow.