DBC: Checkout > Locations

Overview

In this section, we will cover Locations. Locations must be replicated/exported and synced before they will appear in DB Commerce.

Note: If a location record is marked in DB/d to "Exclude from EC", it will not show up as a location code under the administration area of DB/c, and will not be displayed on the customer site.

Locations Permissions

These permissions can be set for each specific company or set at the Distributor level that each company will then inherit.

Shipping Locations Search

This gives the ability to add search functionality on the shipping/delivery screen during checkout. Like the cost center search, this is helpful for customers that have an abundant amount of ship-to codes entered in DB Distributor. They can enter the first few characters of the code or the description and the list will populate accordingly to what was entered.

Billing Locations Search

This gives the ability to add search functionality on the billing screen during checkout. This is helpful for customers that have an abundant amount of cost center codes entered in DB Distributor. They can enter the first few characters of the code or the description and the list will populate according to what was entered.

Allow Entering/Saving of Custom Addresses

Select from allow or deny. This option lets you allow or deny the saving of custom addresses entered at the shipping page during checkout. Users may also maintain this data in the Addresses tab in the My Account section. This option is site-wide but can be turned on/off at the group level on the customer site, by signing on as customer admin under the Work With Groups page/Permissions. This option is set up to allow as a default

Allow Ship-To/Payment Defaults

Select from allow or deny. This option lets you allow or deny the option of saving default selections under the shipping and billing pages. This feature is also available under the My Account/Location Defaults (for top nav users) or Manage Profile/Location Defaults (for side nav users). This option is set up to allow as a default.

Allow International Shipping

This is a distributor level-permission that can be enabled by DB Support on your behalf to allow shipping to countries outside of the US. (US is the system’s default country.) If this is enabled, distributor and company defaults can be managed from within the DB Commerce New Distributor Admin interface. Administrators can choose their distributor-specific "Default Country" from among the ISO list of recognized countries (this will be auto-selected for users on the checkout page) as well as any “Eligible Countries” (additional ISO countries users may select at checkout) that they wish to support. They can even go a step further and override these settings for a specific company to be more or less restrictive as needed. (noted later in this section)

All users will now see a Country dropdown on the checkout page when specifying a custom location. The "Default Country" specified at the distributor level, or the company-specific default if overridden, will be pre-selected for users. The dropdown will also contain any “Eligible Countries” selected by the administrator. The State dropdown will behave dependently on the selected country and contain its ISO subdivisions. Once a user has specified a custom shipping address, the ISO code corresponding to the selected state will be displayed following the city, and the two-character ISO code of the selected country will be displayed at the end of the address block following the postal code wherever the address is referenced (e.g. Order confirmation popup and email, vendor print request notifications, Order History, Approval Center and notifications). When users select existing ship-to locations on the checkout page, state and country information will display as they are defined for those locations in the distributor’s back-office system. As orders are placed, the ISO state and country codes corresponding to the values specified for each custom location will be sent within the context of their respective order lines to the back-office system. State and country values that have synced to DB Commerce for existing locations will be referenced in order requests as users ship to those locations.

Customers interested in taking advantage of this suite of features should coordinate enabling them with DemandBridge Support. This functionality requires any DB Distributor customers to be on a current release and to implement a country code conversion process on their instance of DB Distributor. EQ Distributor customers should configure any countries they wish to ship to under Company Maintenance.

Force International Order to Manual Entry

Designate if orders entered for international addresses should automatically be transmitted, or if a manual entry notice should be sent to set up this order. The main reason for this would be that there is not a “country” field on the DB/d side for the country selection to land in.

Shipping Locations

This area allows you to set up the ship-to location options available for the company. These ship-to locations will be available in the shipping area during checkout.

In the Customer-Facing Display Value area, specify the database fields that should be used to display Ship-to Locations for this company to the end user. Next, determine how newly added locations should be treated. You can choose to include new locations or exclude them on the site as a default.

View: Choose to display all of the Included Shipping Options here in this admin area or the Excluded Shipping Options Sort By: This field selection allows you to specify which of the Customer-Facing Display Values to sort by.

The first tab will display shipping options based on your selection made above in View. If you click on the All Shipping Options tab, all location codes will be displayed. If checked, then it follows the selection chosen above in View. So, if you have Included Shipping Options selected, the system will display all included selections as “checked” and all excluded options as “unchecked” and vice versa. Those marked as Included will be the default ship-to locations when setting up user groups and can be overridden at the group level. The order they are arranged in will be the same order they show during checkout.

Eligible Countries

If you have International Shipping enabled, you can override the Distributor settings for individual companies here:

Billing Locations

This area allows you to set up the billing (cost center) options available for the company. These billing options will be available in the billing section during checkout.

In the Customer-Facing Display Value area, specify the database fields that should be used to display Billing (Cost Center) Options for this company to the end user.

Next, determine how newly added locations should be treated. You can choose to include new locations or exclude them on the site as a default.

View: you can choose to display all of the Included Billing Options here in this admin area or the Excluded Billing Options

The first tab will display billing options based on your selection made above in View. If you click on the All Billing Options tab, all location codes will be displayed. If checked, then it follows the selection chosen above in View. So, if you have Included Billing Options selected, the system will display all included selections as “checked” and all excluded options as “unchecked” and vice versa. Those marked as Included will be the default ship-to locations when setting up user groups and can be overridden at the group level. The order they are arranged in will be the same order they show during checkout.