ToolBox
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  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
      • Contacts
      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
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  1. Web Store
  2. How customers use the Store

Placing an order in the Web Store

How customers can place orders with you in your Web Store

PreviousQuote screen additional featuresNextChecking out your order in Web Store

Last updated 8 months ago

Placing an order in Web Store

When your customer is happy with the quote they have on screen they can place the order with you by going to the "Proceed to Checkout" button as shown below:

From here your customer will be taken to the Order Screen where they will be asked to complete their details if they have produced the quote as a guest, or confirm their details if they are a logged in customer.

If your customer selects Delivery as their option, delivery charges are not automatically calculated. Your customer is informed that a separate quote for delivery will be sent. To help with quoting the delivery charge, the Order Summary displays the total weight of the order and the largest part's dimensions.

Once your customer has completed or confirmed the details in this screen, they may then select "Place Order" to proceed.

When your customer selects Place Order, they will be then shown an order confirmation screen confirming details of the order number, the parts they have ordered, the weight, largest part's dimensions and a message stating that you will contact them if you have any questions about the order.

The order will be placed in a 'Pending order confirmation' status and the customer will be emailed an order receipt confirming you have received the order and it is pending your review and confirmation.

The customer can then either select to "Place New Order" to start the process again for a different project or "Return to Website" to return to the specified URL from your settings.

Your customer selects their preferred shipping option, based on the options you made available to them in your page.

If you would like automatic delivery charges as a feature, please with the method you currently use to calculate delivery and we will use that feedback to build this feature.

Store settings
contact us
Proceed to checkout in Web Store
Order Completion page in Web Store
Order details completed, ready to Place Order
Order Success page in Web Store