Set up checkout defaults
Checkout defaults make business-buying easier for you by streamlining the checkout-process. The feature allows you to set the default shipping address and payment method for your purchases. Setting defaults helps you skip these steps and save time during the checkout-process.
Setting defaults for your groups.
As an administrator, you can set and manage default addresses or payment methods on behalf of your requisitioners at a group level. Before you add checkout defaults, you must first enable shared payments or shared addresses in Shared settings. Visit the help page on Individual and Shared Settings for more information.
To set up checkout defaults:
- Open your Business Settings. Under Billing & Shipping, go to Checkout defaults.
- If you haven't set any default address or payment methods, select Add and choose from your addresses or payment methods. You can choose Pay by Invoice as the default payment method for groups that are configured to use Pay by Invoice.
- You can prefill the DeliverTo field for shared addresses in Checkout defaults. You can also mandate the field for your buyers. If the field is not mandatory, buyers can modify or remove the name in the DeliverTo field during checkout. If you make the field mandatory, buyers cannot complete their purchase unless the DeliverTo field is filled.
- Select Save.
- If you must edit or remove the default shipping address or payment method, you can do so by selecting Edit or Remove
Customers who use Punchout can set checkout defaults for your groups as part of configuring your punchout system. Set a default payment method before you can set your purchasing system as active.
Note: Requisitioners can override any checkout defaults that you set.
Setting defaults for yourself.
As a business customer, you can set, manage, and remove your individual checkout defaults by performing the following tasks during checkout:
Add checkout defaults.
- Add items to your cart and proceed to checkout.
- Before you place your order and during the last step of checkout, select or enter your preferred group, shipping address, and payment method. You can choose Pay by Invoice as the default payment method for groups that are configured to use Pay by Invoice.
- Select the checkbox confirming that you would like to save your checkout settings as the default for future orders.
The preceding steps will save your checkout defaults after you place your order. It will automatically select your preferred group, address, and payment method at the checkout for future orders.
Change your group, address, or payment method.
- Add items to your cart and proceed to checkout.
- During the last step of checkout before you place your order, select change and enter the group, shipping address, and payment method you'd like to use.
It will still save your previously selected checkout defaults for future orders, unless you choose to remove your checkout defaults. You can also save the changed group, shipping address, and payment method as your new checkout defaults.
Remove checkout defaults.
- Add items to your cart and proceed to checkout.
- During the last step of checkout, before you place your order, select or enter the group, shipping address, and payment method you'd like to use.
- Select the checkbox confirming that I'd like to select a new group, shipping address, and payment method manually when I place my next order.
It will remove your checkout defaults when you place your next order. From the next order onwards, you must manually enter or select your group, shipping address, and payment method for future orders. If the group administrator has set default preferences for your group, you'll see the group defaults for future orders.
