Glossary Item Box

Squirrelcart v6.1.0

Sales Agreements

Overview

The Sales Agreement feature allows you to assign one or more sales agreements to your products, account form, address form, and the checkout. 

The sales agreements on product pages look like this in the storefront:


Click to EnlargeClick to Enlarge

 

You can create two types of agreements.

Type - customer must agree

The customer must agree to the agreements or they are not permitted to place their order.

Type - informational only

These agreements are for display only, and do not require the customer actually agree to them.

 

 

 

Creating a Sales Agreement
  1. Click the Sales Agreements menu link
  2. Click
  3. Enter a name for the Sales Agreement in the Name field
  4. If you wish to have a different name appear in the storefront, enter it in the Display Name field.
  5. Set the Type field (see Overview above for help)
  6. Enter the text for the agreement in the Agreement field. HTML is permitted.
  7. Click Save Changes

 

Sales Agreements for Products

Assigning a sales agreement to your products will cause those agreements to be shown to your customers when they purchase those products. They must agree to all agreements to complete their purchase.

How to Assign Sales Agreements to a Product

  1. Open the product record you wish to assign the sales agreement to.
  2. Locate the Sales Agreements section:
  3. Click the Sales Agreement you created in the Available Sales Agreements box
  4. Click the  button to move the Sales Agreement to the Selected Sales Agreements box
  5. Click Save Changes

Controlling Where Product Sales Agreements Appear

Sales agreements assigned to products will appear on the last step of the checkout process by default. You can make them appear on your product pages instead as follows:

  1. Open the Visual Settings page in your control panel
  2. Locate the General Settings fieldset towards the top of the page
  3. Change the value of the Product Agreement Placement field to during checkout
  4. Click Save Changes

Sales Agreement on the Account Form

You can assign an agreement to the account form as follows:

  1. Open the Address Form Settings page in the control panel
  2. Locate the Account Form fieldset
  3. Set the Account Agreement field to the agreement you would like to put on your account form

Sales Agreement on the Checkout Address Form

  1. Open the Address Form Settings page in the control panel
  2. Locate the Address Form fieldset
  3. Locate the Settings fieldset inside
  4. Set the Address Agreement field to the agreement you would like to put on the address form during checkout

 

Sales Agreement on the final checkout step

If you want to add sales agreement(s) to the final step of the checkout process that only appear for certain products, use the method described above under Sales Agreements for Products, and change the location where they appear using the info in that section.

If you would like to add a sales agreement to the final checkout step (usually the payment page), and you want that agreement to appear for all orders, follow these steps:

  1. Open the Store Settings page in the control panel
  2. Locate the Checkout Settings fieldset
  3. Set the Checkout Agreement field to the agreement you would like to add to the last step of the checkout process

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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