The Checkout Flow
Applies To: [ All Licenses ]
Overview
This article walks customers through the complete checkout process — from cart review through payment entry, shipping selection, and order confirmation.
Step 1 — Review Your Cart
Click the cart icon or View Cart in the navigation.
Confirm all items, quantities, and options are correct.
Click Proceed to Checkout.
Step 2 — Enter or Select a Shipping Address
If you have saved addresses, select one from the dropdown or click Add New Address.
If checking out as a guest or for the first time, fill in the full shipping address.
Click Continue.
Step 3 — Select a Shipping Method
Available shipping options will be displayed with estimated delivery times and costs.
Select your preferred shipping method.
Click Continue.
Step 4 — Enter Payment Information
Select your payment method from the available options (credit card, terms, cash, etc.).
If paying by credit card, enter your card number, expiration date, and CVV.
If your account has stored payment methods, you can select a saved card.
Click Continue.
Step 5 — Review and Place Your Order
Review the full order summary — items, shipping address, shipping method, and total.
Review any applicable taxes and fees.
If everything is correct, click Place Order.
You will receive an order confirmation on screen and by email.
Notes / Tips
Tax and shipping estimates are displayed in your cart before checkout begins. Final amounts are confirmed at checkout.
If you have a coupon code, enter it on the cart page or at checkout before placing the order. See Add A Coupon Code for admin guidance on creating coupons.
Terms-based customers: If your account has been extended terms (e.g. Net 30), you will see a terms payment option at checkout. See How Can I Extend Terms to Customers? for admin guidance.
Orders placed via guest checkout will not appear in an account's order history unless the guest later creates an account with the same email.