Configure checkout settings

Marketplace Managers can define checkout and consent to purchase settings for their marketplace.

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

Product Configurator

If you use Checkout V2 (see below) and the Theme Manager, you can specify the Call-To-Action (CTA) options that will be available from product profile pages.

To specify the Product Configurator setting

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Product Configurator section.
3. Select one of the following Purchase CTA options:
   • Buy Now—The product profile only offers a Buy Now button. When a user clicks this button, the product is added to the cart and the user is immediately directed to the checkout process.
   • Add to Cart—The product profile offers both a Buy Now button, and an Add to Cart button.
     • When a user clicks Buy Now, the product is added to the cart and the user is immediately directed to the checkout process.
     • When a user clicks Add to Cart, the product is added to the cart, but does not proceed to checkout and can instead continue shopping.
4. Click Save Settings. Your changes are saved.

Checkout V2

Checkout V2 is the AppDirect cart-based checkout process. It provides a more responsive, customizable and streamlined flow for your checkout process than the default product-based checkout.

If AppDirect has enabled Checkout V2 for your marketplace, settings are available that allow you to control if and how it is used for customer purchases, as follows:

• Enable Checkout V2 for all purchases on your marketplace—After AppDirect enables Checkout V2 for your marketplace, a Marketplace Manager needs to enable a Checkout V2 setting in order to make it the default checkout flow for all purchases.
• Disable Checkout V2—If a Marketplace Manager clears the Checkout V2 setting for their marketplace, customer purchases do not use the Checkout V2 flow.
• Enable Checkout V2 only for specific products—If you do not enable the Checkout V2 setting for purchases on your marketplace, you can still enable Checkout V2 for specific products on the product's marketplace settings page, at Manage > Marketplace > Products > Catalog | Production Catalog > productName > gear icon > Edit Marketplace Settings > General. For more information, see Edit product marketplace settings.

To manage Checkout V2 settings

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Checkout section.
3. Do one of the following:
   • Select Checkout V2. After you save your changes, checkout V2 is enabled for your marketplace, and all customer purchases go through the Checkout V2 flow.
   • Clear Checkout V2. After you save your changes, checkout V2 is disabled for your marketplace, and all customer purchases use the default marketplace checkout flow.
4. Click Save Settings. Your checkout flow is updated.

Configure spend limits for Checkout V2

As a Marketplace Manager, you can configure spend limits for purchases made using Checkout V2. When a purchase exceeds this pre-defined spend limit, you will be notified because of a validation that is triggered whenever the daily or 30-day spend limits are crossed.

To configure these limits:

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality.
2. Select the Daily Spend Limit checkbox to specify a daily spend limit.
3. Select the 30 Day Spend Limit check box to specify a monthly spend limit.
4. Specify whether spend limits can be exempted or overruled at the company level.
5. Click Save Settings to update your checkout flow settings.

Consent to purchase

Regardless of whether or not your marketplace has Checkout V2 enabled, you can determine whether customers need to explicitly consent to terms of purchase, or whether their consent is implicit.

To configure the Consent to purchase setting

1. Go to Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Checkout section.
3. Select Consent to purchase. If you select this setting, for every purchase, users must select a checkbox to indicate that they agree to the purchase terms. If you leave this setting unchecked, users implicitly agree to purchase terms when they make purchases.
4. Click Save. Your changes are saved.

Changing the edition of a product in the cart

Customers may need to change the edition they have chosen for a product that they have already selected. This may happen if the edition they have chosen is no longer available at the time they proceed to checkout, or simply because they have changed their mind.

You can specify how marketplace customers are able to change a product edition from within the cart. There are two options to choose from:

• Change link—Each product in the cart displays a “Change” hyperlink. When users click this link, it returns them to the edition selection page, where they may select a different edition.
• Drop-down list—Each product in the cart displays a drop-down list of the editions available for the product. Users can select a new edition directly in this drop-down list.

To configure the Changing product editions setting

1. Go to at Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Checkout section.
3. Select an option for the Changing product editions setting. If you select Change Link, a Change hyperlink appears for each product, and customers click it to return to the edition selection page where they can change the edition. If you select Drop-down list, each product offers a drop-down list where customers are able to select the new edition.
4. Click Save. Your changes are saved.

Order confirmation page

After a successful checkout, the marketplace displays a page to confirm that the order has been submitted. You can specify whether this order confirmation page comes from the current storefront theme, if you have defined one for your current theme; or if the marketplace instead uses the general default order confirmation page.

• Storefront theme—Customers see a customized confirmation page from the current storefront theme. You must define this page within your theme.
• Default—Customers see the default confirmation page.

To configure the Order confirmation page setting

1. Go to at Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Checkout section.
3. Select an option for the Order confirmation page setting. If you select Storefront theme, the checkout flow uses the confirmation page that has been defined in the current storefront theme. If you select Default, the checkout flow uses a default page.
4. Click Save. Your changes are saved.

Cart Abandonment

The marketplace supports a cart abandonment status for marketplaces that use cart-based checkout (that is, marketplaces that have Checkout V2 enabled). The marketplace assigns this status to carts when they have not completed checkout after a specified time period since the last modification to the cart.

Marketplace Managers can enable cart abandonment, and specify the period of inactivity after which a cart is considered to be abandoned. The marketplace then checks carts at regular intervals, and marks a cart as abandoned at the first such interval after the specified period expires.

After a cart is abandoned, the marketplace can send a notification to the user to encourage them to complete checkout. This notification uses the Products:Cart Abandonment template. For more infrmation on templates, see Notification template content.

To configure the Cart Abandonment setting

1. Go to at Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality. The Billing page opens.
2. Scroll to the Checkout section, to the Cart Abandonment checkbox.
3. Do one of the following:
   • Check Cart Abandonment, and select a radio button to specify the period after which a cart is considered to be abandoned. After you save your changes, cart abandonment is enabled for your marketplace.
   • Clear Cart Abandonment. After you save your changes, checkout V2 is disabled for your marketplace, and all customer purchases use the default marketplace checkout flow.
4. Click Save. Your changes are saved.