After you configure the third party credit card and shipping as well as Inform ERP settings, customers may begin shopping on your site. The workflow is as follows:
The first step is for customers to Create an account to shop on your site. When the request is submitted, Inform ERP verifies that no account exists for the email address, and then creates a Customer Number for the account with a contact for the user. Defaults are pulled from the B2C customer template which can be changed from the Company Master: see Set up defaults for new B2C customer accounts. The account is created as a POS Cash Account.
Note that there is no automated welcome email for new B2C customers; however, if you want to welcome customers to your site, create an email template, and then track the new POS accounts as they are created and send.
During checkout, the customer chooses a Ship To address, which may be the one used to create the account or a new one, and then selects Ship Via.
Based on this information, UPS calculates shipping for any products it can ship. Any products that cannot be shipped by UPS will display notification that they will be removed from the order when it is placed. Any products with flat rates will display the flat rate amount per unit.
After costs are calculated, the customer can make payment by entering their credit card information. Inform processes the card through Authorize.NET or Cayan as soon as order is submitted.
Inform then sends notifications just as if this were a B2B transaction.
Inform enters the B2C order as a POS backorder with a deposit to ship against. Once the material is ready to ship, use the ship confirm process (Warehouse > Shipping Confirmation) to move quantities from B/O Qty to Qty to Ship.
POS batch should be batched out every day with credit card reconciliation so that bank statements will match.