Finish authorize.

net checkout and credit card processing

Intro

Easyrailings (ER) is a US deck and balcony railing company. In the past it developed online Quote Generator which
processes user input, produces a quote, and saves it as an XML file in a unique project folder. User receives an email
with a link to the saved quote. An example of a generated quote on the test site:
http://m46.siteground.biz/~easyrail/generator/view/15012520185DME52
The goal is to enable Users to purchase quoted items online. When user clicks "Purchase" data from the XML file is
pulled for Checkout. User reviews their quote, makes changes if necessary, and purchases materials through an
authorize.net (AN) payment processor. Steps 1-4 listed below mostly complete, need to finish 100% and deploy on
the site.

Checkout Steps Tasks:

Checkout process is organized into 4 steps, see tabs 1-5 below for desired layout.
1. Order Review Page
if quantities are changed a new quote # is assigned

Task List

Task Completion
complete

2. Delivery Page
verify all Bill to and Ship to fields are consistent troughout the Quote Generator and checkout

Task List

complete

3. Payment
partial 90%
Perform necessary AN-side coding to implement checkout. PCI Compliance requirements must be met.
Exact AN specifics and API options (SIM, AIM etc.) to be determined with Developer's input
Card test account?

Task List

4. Confirmation page
partial 90%
See Confirmation Tab
Finish layout, testing and email notifications.
email receipt to User. Review and update if needed
email transaction details to ER, with a CSV attachment for import into an accounting program. Review and update if
needed
currently customer data is stored in in a unique project folder the "projects" subdirectory. Change destination of the
project folders to the "qdata" directory which is already created
5. Admin page
Similar to Order Review, with access to additional fields
see Admin Page Tab

Not Started

Deploy SSL certificate from hosting provider, Developer ensures smooth deployment

Not Started

Checkout pages will be smartphone-friendly Android/iOS with easy to use buttons and clear
navigation

partial TBD

Task List

DRAFT LAYOUT

COMMENTS

ER Logo
review

delivery

payment

confirmation

Thank you for your order!

Order Summary

Railings per Quote 20974

Easy210 36"H, Classic White, Deck Posts
Order Total $1150.00
[Credit Card Transaction Data Here]
Your credit card receipt was sent to
your email address
Billed to:
Mary Payer
123 55TH N
Seattle, WA 98109
tel
206-555-1212
email
jb@yahoo.com
Delivery address:
John Builder
18 W Ray St
Kirkland, WA 98115
tel
206-555-1212
Once your order is shipped you will receive an
email with tracking information. In the
meantime please download installation
instructions and other related materials.
PRINT THIS PAGE

BACK TO SITE

INSTALLATION INSTRUCTIONS

4.Confirmation

BACK TO SITE points to

www.easyrailings.com
INSTALLATION INSTR points to
easyrailings.com/installation

ER Logo
review order

DRAFT LAYOUT

COMMENTS

delivery

pay

ORDER REVIEW BY ADMIN

Quote #20974

Easy210 36"H, Classic White, Deck Posts

ITEM

DP36
100RK

DESCRIPTION

BA36-210

Deck Post w/cap for 36"H

3-pc Top/ Bottom Rail Kit
70" w/brackets
Addl. Rail Kit 70" for Easy210
70" w/brackets
Balusters for 36"H pack of 10

item 1
item 2
item 3
item 4
item 5

descr
descr
descr
descr
descr

210RK

PRICE EA

$46.00
$36.00

QTY
15
3

AMOUNT

$690.00
$108.00

$30.00

$90.00

$33.00

$132.00

$20.00
$5.00
$20.00
$17.00
$11.00

4
5
1
3
47

$80.00
$25.00
$20.00
$51.00
$517.00

Subtotal
Color surcharge
Materials Total
Shipping and Handling
Discounts
10%
WA Sales Tax, 9.50%

$1,713.00
$34.26
$1,713.00
$130.00
-$184.30
$157.58

Order Total

$1,816.28

All White color

fields editable.
Description text
wraps to maintain
column width

note 1
note 2

SAVE UPDATES AS NEW QUOTE

1
2
3
4

EMAIL UPDATED QUOTE

note 3

CHECKOUT

note 4

discounts entered as %% or directly as $$ in the Amount Column

Tax rates may vary, starting at 0%
Updated quote emailed to customer
Save and continue to Delivery page

5. Admin Page