Customer Tasks

Customers can use the My Account option on the merchant's OpenCart website to manage orders and their payment information. The following sections contain the steps to complete these tasks.

Saving Credit/Debit Card Information

Saving card information enables customers to use that information for future transactions. Using OpenCart Front Office, customers can save their card information during the checkout process, or they can add their card's information to their registered OpenCart accounts using the Cybersource My Cards feature.
If a customer wants to save their card information during the checkout process, they can select the
Save my card for future payment
option when entering their credit/debit card payment during checkout.
The card information can also be saved using the Cybersource My Cards page in OpenCart:
  1. Open OpenCart Front Office.
  2. Click
    My Account > Managed Stored Credit Cards > Cybersource My Cards > Add New Card
    .
    If there is no current address associated with the customer account, the customer is prompted to add an address. The customer can enter the required address information and click
    Save
    .
    If there is already an address associated with the customer account, the customer can select and use the address or add a new address.
    After the address information is complete and selected, the customer can update the card expiration information, if needed, or delete the existing card from the account.
  3. To update the expiration information (expiration month/year) for the card, under
    Saved Cards
     the customer clicks the blue arrow beneath
    More
    , then clicks either
    Update
    , or
    Delete
     to remove the card from the account.
    Customers can only add the number of cards that the merchant specified in the account configuration. The updated card information is tokenized and securely saved. The customer can use the saved card information for future transactions without having to enter that card information during the checkout process.
Customer Tasks

Selecting a Default Credit/Debit Card

When a customer has multiple cards associated with their account, they can designate the default card. By default, the first card added to the account will be set as the default card. In the Cybersource My Cards page, the default card is identified using an asterisk (*) that appears to the right of the card number.
To change the default card, the customer follows these steps:
  1. Open OpenCart Front Office.
  2. Open the Cybersource My Cards page. The page displays the saved cards associated with the account.
  3. Choose the card to set as the default card and select
    More > SET AS DEFAULT
    . The card is set as the default card.
    The default card cannot be deleted unless all other saved cards from the Cybersource My Cards section are deleted.
Customer Tasks

Cancelling an Order

This task provides the steps a customer takes to cancel an order. They cannot cancel an order if the order is in review with the merchant. The Cancel option is also not available in direct Settlement for Captured and
eCheck
 orders.
  1. Open OpenCart Front Office.
  2. Select
    My Account > Order History
    . The Order history page displays the customer's orders.
  3. Select the View icon for the order. The Order details page appears.
  4. Click the
    Cancel Order
     icon to cancel the order.
    A Cancel Order confirmation notice appears.
  5. Click
    Yes
     on the Cancel Order confirmation notice to cancel the order.
    Above the Order History, a notification appears stating
    Success: Entire order was successfully cancelled.
     The order is cancelled and the order status is set to
    Canceled
    .
    If the order was a sales transaction or was captured, the cancellation is sent to the merchant and the status is set to
    Canceled
    .
    After the customer cancels an order, the merchant can accept or reject the order cancellation (as instructed in Processing a Cancelled Order).
    If the merchant accepts the cancellation request, a refund for the order amount is initiated and the order status is set to
    Refunded
    . If the merchant rejects the cancellation request, the order status is set to
    Denied
    .
Customer Tasks