Checkout

The checkout page is where a shopper reviews their cart, enters a delivery address, picks a payment method, and places an order. The exact steps a shopper sees depend on which checkout settings your store has enabled in the CloudPos admin.

How a shopper enters checkout

A shopper taps Checkout from their cart. What happens next depends on your settings:

Guest checkout in CloudPos Ecom is not truly anonymous. When a guest verifies their phone via OTP, a customer account is created automatically in the background — they just never set a password. If CHECKOUTAUTOACCOUNT is also ON, the shopper is invited to set a password after the order is confirmed.

Guest checkout gate priority

When a guest visits checkout, the store checks settings in this order:

1. CHECKOUT_LOGIN_REQUIRED — if ON, redirect to login immediately (no checkout UI is shown).
2. CHECKOUT_OPTIONAL_LOGIN — if ON, show the "Have an account? Sign in for faster checkout" gate. Tapping "Continue with phone" leads to OTP entry.
3. CHECKOUT_OTP_ENABLED or ENABLE_WHATSAPP_CHECKOUT — if either is ON, show the phone + OTP verification screen.
4. Otherwise, the guest proceeds straight to the address and payment form.

The phone + OTP verification screen shows a two-step progress indicator (Verify → Deliver) so the shopper knows where they are in the flow. On wider screens it also shows a compact order summary alongside the form; on mobile that summary collapses into a single bar above the form. The phone and OTP fields auto-focus as each step appears. All amounts shown here use the store's configured currency.

Delivery address

After any required sign-in or OTP step, the shopper selects a saved delivery address or adds a new one. If no addresses are saved, the add-address form scrolls into view automatically.

• Logged-in customers see a list of previously saved addresses and can add or delete entries.
• Guest customers who verified via OTP can add an address; it is saved to their newly created account.
• WhatsApp checkout does not require a saved address. The customer can confirm their delivery location directly in the WhatsApp conversation.

Delivery date

When ASK_DELIVERY_DATE is ON, a date picker and an optional time field appear in the checkout form. The chosen date and time are included in the backend order record. For WhatsApp orders, they are also included in the prefilled WhatsApp message sent to the store.

Order summary

The order summary panel shows:

• Each cart item with its quantity and unit price
• Subtotal, any ERP-calculated discounts, and applicable taxes (broken out by tax name when available)
• Delivery charge
• Coupon discount if a coupon code has been applied
• Grand total

Prices appear only when Show Product Price is active and, for guest or logged-out shoppers, when prices are set to be visible publicly.

Coupon codes

When the backend has coupons configured and the coupon field is enabled, the shopper can enter a coupon code in the order summary panel. The code is validated against the ERP in real time and any discount is reflected immediately in the running total.

Payment methods

The available payment options are determined by your store's backend configuration:

WhatsApp checkout is mutually exclusive with all other payment methods. When ENABLEWHATSAPPCHECKOUT is ON, the payment selector shows WhatsApp as the single option and every order is routed through WhatsApp. Turn it OFF to expose Cash on Delivery, online gateways, and manual payment.

Where the WhatsApp number comes from

The number the order is sent to is resolved in this order:

1. The value of ENABLE_WHATSAPP_CHECKOUT itself (the toggle's value field can hold the destination WhatsApp number).
2. If that is empty, the raw COMPANY_CUSTOMER_CARE_WHATSAPP value — used here even if its status toggle is off (unlike the floating WhatsApp button, which respects the status toggle).
3. If neither is set, no number is attached.

Placing the order

After selecting an address (if required) and a payment method, the shopper taps the action button. The label changes based on the selected method: "Place Order" for COD or manual, "Pay with Razorpay" for online, or "Order via WhatsApp" for WhatsApp. The ERP validates the cart, calculates final totals, and creates the order.

On success, the shopper is taken to the order detail page (/profile/orders/[order-number]).

Auto-account after guest checkout

If CHECKOUT_AUTO_ACCOUNT is ON and the shopper checked out as a guest via OTP, a "Set Password" screen appears after the order is confirmed. This lets the shopper turn their auto-created OTP account into a full account they can sign back into with a password. They can also skip this step and come back later.

Terms and conditions

If your store has a terms text configured in the backend, a checkbox appears at checkout. The shopper must tick it before the place-order button becomes active.

Settings that control this

These settings are configured in the CloudPos admin backend. See Settings Reference for the full list.