🛒Orders & Checkout

This section describes the order lifecycle and checkout process.

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📦 Order Flow (Overview)

Customer browses products → Adds to cart → Goes to checkout → Places order → Invoice created → Payment → Order complete

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🛍️ Client Checkout Flow

1. Browse products — Customer views products (with optional category filter).

2. Add to cart — Clicks "Add to Cart" (with variation selection if applicable).

3. View cart / Place order — Clicks "View Cart and Checkout".

4. Checkout page — Sees cart items and can:

   • Adjust quantities

   • Remove items

   • Apply coupon (if enabled)

   • Apply gift card (if enabled)

   • Opt in to newsletter (if enabled)

5. Place order — Submits the form.

6. Invoice created — Perfex creates an invoice for the order.

7. Payment — Customer is redirected to the invoice to pay.

8. Order complete — After payment, quantity is updated and emails are sent.

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👤 Staff Orders

Staff can create orders on behalf of customers without using the storefront:

1. Go to Products → Add New Order (or Staff Order).

2. Select the client.

3. Add products (with quantities).

4. Apply coupon if needed.

5. Create the order. An invoice is generated.

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📜 Order History

1. Go to Products → Order History.

2. View all orders with:

• Order ID

• Client

• Invoice link

• Status

• Date

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📄 Order Status & Invoices

• Orders are tied to Perfex invoices.

• When an invoice is marked Paid, the module:

  • Reduces product quantity

  • Sends order confirmation emails

  • Triggers gift card creation (for gift card purchases)

  • Records referral commissions (if applicable)

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🛒 Cart Behavior

• Cart data is stored in the session.

• Logged-in customers: cart can be associated with the client.

• Abandoned cart tracking (if enabled) records carts that are not completed.

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🎟️ Coupon & Gift Card at Checkout

• Coupon — Enter code and click Apply. Discount is shown.

• Gift card — Enter gift card code and click Apply. Balance is applied to the total.

Both can be used together in a single order where rules allow.