Product Documentation
Product Documentation
Offering a mobile shopping experience with an intuitive checkout process provides convenience for your customers and sets you apart from your competition.
While using the Customer Mobile App, your customers can search for products on your Commerce website, add products to their shopping cart, and check out—all while using their phone or tablet.
From the moment your customers are ready to review their cart and check out, they will only have to go through a few, simple steps—from beginning to end—before the ordering process is complete. The app contains many universally recognizable features that are standard across modern online commerce platforms, which are paired with Kodaris-specific, distribution-focused enhancements, making the mobile shopping experience a breeze.
The shopping cart is easily accessible in the Customer Mobile App and can be located by clicking the shopping cart icon.
Once a user has added items to their shopping cart, the main shopping cart screen will display an itemized list of the products added, along with product names, SKUs, quantity selected for each item, cost per item, and subtotal.
From the cart, customers can also delete items, add items to private and company lists, and add notes per item. The notes feature can be used to communicate information with you, such as special requests, product specifications, etc.
For easy access, the quantity of each item can be adjusted on this screen too.
If users are unable to locate a product via the app, they can manually add a product to their shopping cart using the Custom Item button. Here, your customers can select the quantity needed and include a note for your team. The notes section could be used to include the SKU, the name of the product being ordered, and/or the desired product dimensions or specs.
It’s important to note that the Custom Item functionality is configurable and that you can choose whether or not you want to include it in your app. If you choose to not offer this feature, the Custom Item button will not be visible to users.
Once a user is ready to complete the order, they will be brought to the checkout screen. On this screen, they can choose the delivery method, as well as specify a specific delivery date and time if they wish. Please note that the delivery method options and the ability to select a delivery date and time are configurable and based solely on what your company offers. At this time, users will also be prompted to fill out the shipping and billing information.
From this screen, they can select a payment method. They’ll be able to choose from a saved payment method on file or add a new one if they have the account permissions required to add a payment method. As the owner of your app, you are able to decide what payment methods you accept—card, ACH, EFT, purchase order, etc. Once these settings are configured, your users will only see the options you allow.
In this example, credit card and purchase order are the two options available.
After the necessary information is filled out, all they’ll have to do is select the Place Order button to complete their order! An email will be sent to the customer email address that’s designated to receive order confirmations. In addition, the order will be listed on the Order History screen within the app and the Orders screen on the desktop version of the Customer Portal. Your team will also receive an order placement confirmation email, and the order will be listed on the Orders screen in the Operations Portal.