Purchase Flow

A purchase flow defines the way you bill users, when they create a booking in the members portal or purchase an item in the shop. 

How do I access the settings for the Purchase Flow?

1. Go to Settings.
2. Go to Apps.
3. Select the e-Commerce tab.

What are the Purchase Flow Options?

After you navigate to the e-Commerce tab you'll see that there are 2 purchase flows by default - one for Active members and one for Non-active members. 

Edit their options to customize the flow for these two types of users:

• Generate an invoice for the purchase immediately - Specify if an invoice should be automatically generated after a successfully completed purchase.
• Ask the user to provide payment details - Specify if you want the user to provide their payment details upon purchasing a service from you. Note that this option would only work if you have enabled a payment integration. Learn how to enable one.
• Charge invoice immediately - Specify if you want OfficeRnD to automatically charge the invoice generated for the purchase. 
• Send the purchase invoice automatically - Specify if you want OfficeRnD to automatically send the invoice generated for the purchase. 

How to create a new Purchase Flow?

1. Go to Settings.
2. Go to Apps.
3. Select the e-Commerce tab.
4. Click Add Purchase Flow
5. Specify:
   • Name - Set the name of the purchase flow.
   • Plan Type - Select the plans to differentiate the members who will be guided through the purchase flow. You can pick any type of plan - e.g. Dedicated Desk, Private Office, Parking Slot.
   • Custom Property -  select the Custom Properties and their values to differentiate the members who will be guided through the purchase flow. 
   • Set the Purchase Flow options.