Differences

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--- cartintegration:magento:specifications [2010/05/11 01:24] – matt
+++ cartintegration:magento:specifications [2010/05/11 04:19] (current) – earlyimpact
@@ Line 20: / Line 20: @@
 ----
 ==== Linking Products and Packages ====
@@ Line 32: / Line 31: @@
     - There is a trial
     - What the trial price is \\ This is done so that when customers search or browse the store, the subscription price is shown (e.g. $49.95), but when they checkout, the actual price paid today is shown (e.g. $0). The [[:developer_guide:developer_guide:terms_widget|Terms Widget]] provides the details on exactly what the terms are (e.g. //FREE for the first month. $49.95 per month after the Trial//).
+    - Whether there are Terms & Conditions that the customer must agree to before purchasing the subscription \\ This should be a texarea field where the merchant may enter T&C for the subscription. If T&C are entered:
+      - Show the T&C during checkout (wherever it is easier to do so in Magento). For example, they could be shown on the payment page
+      - Require that the customer agree to the T&C before purchasing the subscription
   - Save the product - package association
@@ Line 43: / Line 45: @@
 The Magento store administration area will provide a way for the merchant to review and edit the existing //product-package associations//.
+==== Settings (text strings) ====
-==== Terms & Conditions ====
+There are text strings that will be shown in the storefront that are specific to the SubscriptionBridge integration. The store manager should have control on what is shown. Specifically:
-Our [[developer_guide:developer_guide:recommended|recommendations for shopping cart integration with SubscriptionBridge]] include a way for the merchant to specify Terms & Conditions at the product level that the customer should agree to when checking out. However, this feature will not be part of the first version of the Magento Extension for SubscriptionBridge.
+  * Message to show when: **Shopping cart in use for subscription** \\ For example: "//The shopping cart is currently in use for purchasing a subscription. At this time, you can not add additional products to the cart. If you would like to purchase additional items, please complete the current order and then place a new one (this can be done very quickly as your customer information will have already be entered). Alternatively, you can empty the shopping cart and add different products. <a href="">View shopping cart</a>.//"
+  * Message to show when: **Shopping cart in use** \\ For example: "//The shopping cart is currently in use. At this time, you can not add a subscription product to the cart. If you would like to purchase subscription items, please first complete the current order and then place a new one (this can be done very quickly as your customer information will have already be entered). Alternatively, you can empty the shopping cart and add different products. <a href="">View shopping cart</a>//"
+  * Tex strings related to Terms & Conditions \\ For example:
+    * //Terms & Conditions//
+    * //Please read and agree to the terms & conditions listed below//
+    * //I agree to the Terms & Conditions//
+  * Message to show on payment page to **inform customer of credit card authorization** \\ For example: "//$1 Authorization: We will validate your credit card by performing a $1 authorization. Once authorized, the transaction will immediately be voided. This authorization is performed because our billing system will charge the actual subscription amount at a different time (later today).//"
 ===== Storefront =====
 ==== Add to Cart ====
-=== Recommendation: one subscription, no other products ===
+=== Limitation: one subscription, no other products ===
 The //Add to Cart// mechanism will be modified so that:
@@ Line 58: / Line 66: @@
   - only 1 subscription product can be added to the shopping cart
   - non-subscription products cannot be added if a subscription product exists already in the shopping cart
+The customizable messages mentioned above under //Settings// are shown to the customer when these scenarios occur.
 This limitation exists to avoid __complex scenarios__, such as:
@@ Line 81: / Line 91: @@
 The Magento storefront will display the subscription payment terms, via the Terms Widget:
-  - One the **product details page** \\ This ensures that the customer can visually, immediately recognize the product as a subscription product, and see what the subscription terms are.
+  - On the **product details page** \\ This ensures that the customer can visually, immediately recognize the product as a subscription product, and see what the subscription terms are.
   - On the **shopping cart page** \\ This ensures that the customer knows that a subscription product has been added to the shopping cart.
   - On the **payment page** \\ This ensures that the customer is reminded of exactly what the subscription terms are at the time the order is finalized.
@@ Line 88: / Line 98: @@
 {{:developer_guide:developer_guide:sb_cart_widget.png|SubscriptionBridge's subscription terms widget}}
+==== Checkout and subscription creation ====
-==== Creating the subscription ====
 The checkout flow will be the standard Magento checkout flow until the payment page. The system will detect that the customer is checking out with a subscription and redirect to a special payment page that will communicate with SubscriptionBridge to setup the new subscription by executing a [[:developer_guide:call_reference:SubscriptionRequest|SubscriptionRequest]] call.
@@ Line 103: / Line 112: @@
 [[:developer_guide:developer_guide:recommended#an-example|See an example]] of what this information might look like.
+=== Coupons, discounts, and trial price ===
+Customers might be eligible for a discount or apply a coupon during checkout.
+  - If a coupon or a discount is applied during checkout, it will affect the regular subscription amount (//total//)
+  - Coupons and discounts do not affect the //trial total// (if a trial exists)
+When a discount applies, the subscription terms shown by the Terms Widget will not match the subscription amount that the customer will be paying. This is not a problem. The discrepancy is explained to the customer by the merchant by using the [[:developer_guide:developer_guide:terms_widget#adding-and-editing-the-third-line|third line of the Terms Widget]].
+=== Incompatible payment options ===
 Incompatible payment options will be disabled in the storefront when a subscription is being purchased. The customer will be taken automatically to the only payment option supported, which is the payment form that you have created to pass information to the SubscriptionBridge API via the [[:developer_guide:call_reference:SubscriptionRequest|SubscriptionRequest]] call.
+=== Payment terms ===
 The payment screen is the final opportunity to be clear about the pricing terms for the subscription that the customer is signing up for. Therefore, it will display the subscription terms via the [[:developer_guide:developer_guide:terms_widget|Terms Widget]].
+=== Terms and Conditions ===
+As mentioned above when defining how a product is linked to a package, if Terms & Conditions have been entered, the customer should be required to agree to the T&C before being able to submit the payment form.
+=== Creating the subscription ===
 After the payment form is submitted, the Magento storefront will contact SubscriptionBridge to create the new subscription through the [[:developer_guide:call_reference:SubscriptionRequest|SubscriptionRequest]] call.
@@ Line 115: / Line 143: @@
 ===== After the purchase =====
 ==== Administration area ====
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 <code>https://www.subscriptionbridge.com/MerchantCenter/SubscriptionslistDetails.asp?SubscriptionUID=<GUID></code>
+=== Limitation: no changes to order details page ===
 Due to restrictions in the ability to edit the standard order details page, the standard order details page in the Magento store administration area will not contain details on whether the order contains a subscription.
@@ Line 136: / Line 165: @@
   * Detect whether the customer has placed an order for a subscription
   * Link to a page that lists those orders
-  * Provide a link to the SubscriptionBridge Customer Center. The syntax for the link to the SubscriptionBridge Customer Center should be as follows, where <GUID> is the identifier for the subscription associated with the order, and <EMAIL> is the customer's e-mail address (which was passed to SubsriptionBridge via the SubscriptionRequest call:
+  * Provide a link to the SubscriptionBridge Customer Center.
+The syntax for the link to the SubscriptionBridge Customer Center should be as follows, where <GUID> is the identifier for the subscription associated with the order, <MODE> is the landing page (list of landing pages below), and <EMAIL> is the customer's e-mail address (which was passed to SubsriptionBridge via the SubscriptionRequest call):
+<code>https://www.subscriptionbridge.com/CustomerCenter/AutoLogin.asp?ID=<GUID>&Email=<EMAIL>&mode=<MODE></code>
+== Landing Pages <MODE> ==
-<code>https://www.subscriptionbridge.com/CustomerCenter/AutoLogin.asp?ID=<GUID>&Email=<EMAIL>&mode=details</code>
+  * **Detail** \\   Replace <MODE> with "details" to send the customer to the subscription details page.
+  * **Transaction History** \\  Replace <MODE> with "history" to send the customer to the transaction page.
+  * **Edit Billing** \\  Replace <MODE> with "billing" to send the customer to the billing details page.
+  * **Edit Shipping** \\  Replace <MODE> with "shipping" to send the customer to the shipping details page.
+  * **Cancel Subscription** \\   Replace <MODE> with "cancel" to send the customer to the subscription cancellation page.