Anonymous Orders

Use this form to specify controls for users who do not have a login and password.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Allow anonymous access

Select this option to enable users who do not have a login and password to access your Webstore site. If you select this option, anonymous users can access the site and browse product catalogues. The Allow credit card orders must also be selected to enable anonymous users to purchase products using a credit card.

Allow credit card orders

Select this option to enable anonymous users to purchase products using a credit card. If you don't select this option, none of the remaining options on this form apply.

Note: To ensure that customers can enter their credit card information on the Webstore Checkout page, use the checkout_anon.ect template on the anonymous users Web security group. This template includes the credit card number entry boxes that are required to display on the web page.

Account Settings

This section is enabled if the option to enable credit card orders is selected.

Cash sale customer

Select the customer used for orders placed by anonymous users. This is a generic account.

The cash sale customer has web users created against it as anonymous users access Webstore. These web users are assigned 16 character logins and passwords which relate to the session ID used by that anonymous web user. Anonymous users can retain their shopping carts over a number of days (defined below). This information is stored in a cookie on the anonymous user's computer.

No of days to hold user with no action

Enter the number of days to retain anonymous user's shopping cart details. Because the anonymous web users are created automatically, a process needs to expire these web users after a set number of days. If this setting is 0, the web user cannot retain their shopping cart after their session has expired.

If the setting is greater than zero, a cookie is placed on the web users computer with an expiry date of this number of days. When the user re-visits Webstore, Greentree Desktop can look for this cookie and log the web user back in to see their shopping cart.

If the days since last visiting the Webstore exceed this setting, the web user logs in with a new session and the shopping cart must be added to again.

Special viewing privileges user

If a web user must view order details relating to anonymous users, select that user here. The user must be set up with the cash sale customer that is selected. Select not assigned if this is not required.

Maximum order value

Enter the maximum value you accepts for an order placed by an anonymous user, or enter zero if there is no limit.

Allow transfer to a customer login

Select this option if you want the anonymous user to have the option to transfer shopping cart details to a valid web user customer login. Users can login between updating their shopping cart and submitting the order.

They can charge their accounts instead of paying using a credit card. This may be applicable if the web user account has only just been created during the order process.

Template

This option is enabled if the Allow transfer to a customer login option is selected. Select the template used to enable the anonymous user to login from the shopping cart page.

Remove existing cart items

This setting is enabled if the Allow transfer to a customer login option is selected. You can use this setting when — for example, a web user account already has shopping cart items in their shopping cart before they login.

Because the cart is being transferred from the anonymous web user, you can either allow the new items to be added to the existing items (do not select option), or remove the existing cart items before adding the new items.

Credit card payment gateway

You can select Manual clearance, or from a list of automatic options pre-defined for your country on the Credit Card Payment Gateways form. If you select Manual clearance, you must process the payment based on credit card details entered by the anonymous user when the order is placed. The payment must be processed before the goods are supplied.

This option still requires the default web security group to have the checkout_anon.ect template defined for use because the template has the extra credit card entry fields required when checking out anonymously. Alternatively, if you select an automatic option, the payment is processed real-time and funds are deducted before the order is created.

We've certified these gateways for use with Greentree:

PayPal-Pro - Verisign (Australia only)
SagePay (UK only)

Automated receipts

This option is enabled if the credit card payment gateway is not set to Manual clearance. It enables automated receipts for credit card payment gateways. If the option is selected, you must also assign a Bank for automated receipts.

The default value is the bank account assigned on the Cash Management Module Control form, though any active bank account can be selected. If the automated receipts option is selected for a credit card payment gateway, this occurs when processing orders:

An AR receipt is created for the value of the order.
The AR receipt is of type Banked Credit Card.
The sales order is created with the default order status and must be invoiced using a manual process.
The gateway's credit card authorisation reference updates to the narration field on the sales order.
The sales order invoice must be applied to the automatically-generated AR Receipt.

If the automated receipts option is not selected, these steps occur when processing orders:

The sales order is created with the default order status and must be invoiced using a manual process.
An AR receipt is not created.

Technical Notes on Manual Clearance

When using Manual Clearance, the normal form inputs are the same as when using a payment gateway, these are standard in the checkout_anon.ect template as cardtype01, credcardnum01, cardownername01, expirymonth01 and expiryyear01. In the checkout_anon template, these are represented using this text:

<div class=DeliveryCol1 id=CreditCardDetailsDesc>Credit Card Details:</div>

<option value=MASTERCARD>Mastercard</option>

<option value=AMEX>American Express</option>

<option value=Diners>Diners Card</option>

</select>

</div>

<div id=CardNumberDesc>Card Number:</div>

<div id=ExpiryDateAreaDesc>Expiry Date:</div>

<div id=ExpiryDateMonthDesc>Month:</div>

</div>

</div>

This will format the Additional Information field on a sales order with the text:

Credit Card Owner: John Smith

VISA number: 4111111111111111; Expires: 11/2006