How to use the Shopping Cart
Overview
The shopping cart gives the SCBOS User the ability to confirm items to be paid and indicate which method of payment to use, i.e., Electronic Funds Withdrawal (EFW) or Credit Card.
The SCBOS shopping cart allows selection of certain items from the shopping cart to be paid, instead of requiring payment for everything in the shopping cart. Also, some Applications/LPRs will be placed in the Shopping Cart that will not have any fees. These types of Applications/LPRs will need to be “checked out” of the Shopping Cart in order to be processed.
The Shopping Cart process begins when the SCBOS User elects to Add to Shopping Cart from “Add to Shopping Cart Confirmation” screen. The “Shopping Cart” page is then displayed with the newly added items as well as any existing, unpaid items. The SCBOS User can then select which Applications they are ready to pay for or navigate elsewhere in the SCBOS LPR Application. The unpaid Applications in the Shopping Cart will remain in the Shopping Cart until processed for payment or deleted.
If the SCBOS User elects to pay for one or more of the Applications in the Shopping Cart, the SCBOS User is guided through the payment process. The SCBOS User indicates which method of payment to use – Electronic Funds Withdrawal (EFW) or Credit Card, and enters account information. Once the information is completed for the payment transaction, the transaction is processed. The SCBOS User will receive confirmation of payment. The SCBOS user has the option to save entered account numbers for future use.
Detail
To add Applications to the Shopping Cart, the SCBOS User will select the Add to Shopping Cart button. Selecting to add a completed Application to the Shopping Cart will check for missing prerequisites.
There are two types of prerequisites:
- LPR Type
- Workflow
There are two types of Missing Prerequisites:
· A Warning will notify the SCBOS User but allow execution of the Wizard to continue
· A Stop notifies the SCBOS User and does not allow execution of the Wizard to continue
If all Missing Prerequisites are warnings, or there are no Missing Prerequisites, then a page will display requesting that the SCBOS User confirm their request to add the Application to the Shopping Cart.
This page requests that the SCBOS User enter their password as an electronic signature verifying that the information is true and accurate. Clicking on the Return to Application button from the confirmation page will return the SCBOS User to the last page of the Wizard. Clicking on the Continue button will start a process that stores the information for each Application and LPR Request in the format needed by the Shopping Cart. If the process completes successfully, the “Shopping Cart” page is displayed.
Notice that both Applications and LPR Requests are displayed.
From the Shopping Cart, the SCBOS User can elect to: (1) Edit an Application which, in turn, will display the last page of the Wizard that generated the LPR Requests, (2) Delete an Application which will delete all information entered for the Application, or (3) Checkout selected Applications.
Upon clicking on the Checkout button, the “Confirm Items to be Paid” page is displayed.
The "Confirm Items to be Paid” page allows the SCBOS User to verify which items have been selected from the Shopping Cart for payment.
When the Continue button is clicked, the “Select Payment Method” page is usually displayed. If the SCBOS User does not owe any money, then they are directed to the “Confirm Account Information” page.
The "Select Payment Method” page allows the SCBOS User to choose the payment method to be used to pay for the items selected from the Shopping Cart. The SCBOS User can choose from Electronic Funds Withdrawal (EFW) or Credit Card. The Wizard will display a different page to collect account information based on the payment method selected. This page is not displayed if only one of these methods is allowed for all of the items selected (this is system configurable).
The following page is displayed if Electronic Funds Withdrawal is selected.
The "Enter Account Information” page enables the SCBOS User to select a previously saved account number or enter the bank routing number and account number to use to pay for the transaction. The SCBOS User has the option to enter a settlement date in the future for warehoused transactions rather than accepting the next available, which is displayed.
The SCBOS User may elect to save financial account information. The financial account information is associated with the user not with an account. This means that when a SCBOS User saves account type, routing number and account number, other users who have access to the business or business location do not have access to the SCBOS User’s financial account information.
The following page is displayed if Credit Card Payment is selected.
The "Enter Credit Card Information” page allows the SCBOS User to select a previously saved Credit Card number or enter the Credit Card number to use to pay for the transaction.
The SCBOS User may elect to save financial account information. The financial account information is associated with the user not with an account. This means that when a SCBOS User saves credit card type, credit card number, credit verification number, expiration date, cardholder name as it appears on the credit card, and billing address, other users who have access to the business or business location do not have access to the SCBOS User’s financial account information.
Once the payment information has been entered, the following page is displayed:
The "Confirm Account Information” page allows the SCBOS User to confirm the account information that will be used for the payment transaction. The SCBOS User may also be prompted for their password as a means of electronic signature (again, this is system configurable or specified by a policy).
Once the payment has been processed the following page is displayed:
The "Payment Confirmation” page confirms for the SCBOS User whether their payment transaction was accepted or rejected by the appropriate e-payment engine.
Once the transaction is processed by the payment engine, the “Official Receipt” is displayed and can be printed.