Rapid Checkout

1. Rapid Checkout Introduction

The Rapid Checkout page is designed to help users quickly create and submit product orders with minimal steps. It brings together all essential information like customer details, product selection, shipping, and order summary into a single, easy-to-navigate screen. This layout speeds up the ordering process, making it ideal for users who need to place frequent or bulk orders without going through multiple pages.

Using Rapid Checkout is simple: first, select or confirm the customer information, then add products to the cart using quick entry, search, or scanning options. You can review pricing, apply discounts, and set shipping details — all from the same page. Once everything looks good, you can submit the order directly or save it as a pre-order. Helpful tools like Reset Cart allow you to clear and rebuild orders easily whenever needed, ensuring a fast and flexible checkout experience.

 

   2. Steps to Create Order in Accelera

• Click on Accelera Insight

 

 

• Click on Rapid Checkout

 

3. Reset Cart 

• The Reset Cart button clears the Rapid Checkout screen by removing customer, product, and other information. However, it does not permanently erase the changes. When you select a customer and add products or make updates, clicking Reset Cart will clear the view, but the system temporarily saves the products and changes related to that customer. If you select the same customer again, their previously added products and any modifications are restored automatically. This helps you quickly reset your workspace without losing your progress for specific customers.

How to Use Reset Cart in Rapid Checkout

Step-by-Step Guide: Using the Reset Cart Button

✅ Step 1: Locate the Reset Cart Button

Find the RESET CART button at the top-right corner of the Rapid Checkout page.

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✅ Step 2: Click the Reset Cart Button

Click the RESET CART button to clear the screen.
The customer details, products, and other details will immediately disappear.

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✅ Step 3: Temporary Saving of Customer Data

Even though the screen looks empty, the system temporarily saves the products and changes made for the selected customer.

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✅ Step 4: Select the Same Customer Again

Search for and select the same customer again.
The system will automatically restore:

• Previously added products and any changes made during the earlier session for that customer.

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✅ Step 5: Continue Working

You can edit the order, add more products, or submit the restored cart as needed.

 

4. Selecting Customer

 

✅ Step 1: Select Customer

• You are on the Rapid Checkout screen.

• Click the "Select Customer" button (highlighted in red).

• This will open the customer selection window, where you can search for or add a new customer.

 

✅ Step 2: Add Customer

 

• In the Select Customer window:

  • You can use the search bar to find a customer by account number, name, or phone number.

  • If the customer is not in the list, click "Add New Customer" (highlighted in red).

• Click on the desired customer from the list to select them.

 

✅ Step 3: Customer is Added

• The selected customer is now assigned as the Sell-to, Bill-to, and End-customer.

• You can also click "CHANGE" to modify the selection if needed.

• All relevant details, like name, address, and phone number, are displayed for verification.

Terms Explained: 

• Sell-to Customer:  The Sell-to Customer refers to the party that physically receives the goods or services. This is the entity or location to which the products are shipped and where the sales transaction is executed. It plays a central role in logistics and fulfillment, even though it may not be the party responsible for payment. The sell-to customer is often used on delivery documentation and sales order entries to ensure accurate dispatching and tracking.
• Bill-to Customer: The Bill-to Customer is the entity legally responsible for payment of the invoice. All financial documents, such as invoices and credit notes, are addressed to this party. In many organizations, this could be a centralized finance department or a parent company that handles all vendor payments. This role is essential for credit management, aging analysis, and accounts receivable reconciliation. Accurate identification of the bill-to customer ensures smooth financial operations and regulatory compliance.
• End customer: The end customer is the final recipient or user of the product or service. While they may not place the order or pay directly, they are the ultimate beneficiaries of the goods delivered. Understanding the end customer is crucial for post-sale support, warranty services, and long-term customer relationship management. In some business models, tracking end customers helps with market analysis, segmentation, and tailored financial reporting.

 

5. Editing the Bill-to Customer Information

 

 

✅ Step 1: Edit Icon

Click on the Edit icon to change the Bill-to Customer or End-customer. 

 

✅ Step 2: Confirmation Window

Confirmation Window Will Pop-Up:
A prompt will confirm your action to update the End Customer/Bill-to customer information. It will ask you to confirm your intent.

Proceed or Cancel:

Select Confirm to edit the End Customer/Bill-to customer. A screen will then appear with the list of customers you want to add.  Select Cancel if no changes are needed.

 

6. Adding Products to Cart

 

 

• Click on Quick Entry to add products

 

Step-by-Step Guide: Using the Quick Entry Screen

This screen lets you add items to a customer's order quickly and easily. Here's how to use it:

✅ Step 1: Open the Quick Entry Screen

You can open the Quick Entry pop-up for the selected customer on the order page.
You’ll see the End-customer field is already auto-filled.

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✅ Step 2: Click "Add New"

To start adding items, click the "Add New" button in the top-right corner of the popup.

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✅ Step 3: Enter the SKU

In the new row that appears, enter the SKU (product code) for the item you want to add.

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✅ Step 4: Enter the Quantity

Next, enter the quantity for that product.

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✅ Step 5: Review Auto-filled Values

Once you enter the SKU and quantity:

• The unit price and original unit price will be filled in automatically.

• The total will also be automatically calculated based on quantity and unit price.

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✅ Step 6: Repeat if Needed

You can keep clicking “Add New” and repeat Steps 3 to 5 to add more items.

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✅ Step 7: Save the Entry

Once you’ve added all items, click the “Save” button at the bottom to confirm and apply the changes to the order.

 

Terms Explained: 

End-customer

This field indicates the customer code representing the recipient of the products. It associates the line item with a specific end customer for fulfillment, billing, or reporting purposes. It supports visibility into which customer account is linked to each item within the order. 

SKU

The SKU (Stock Keeping Unit) field identifies the ordered item. It is essential for inventory management and allows the system to track which products are being purchased. This field is typically preconfigured in the product catalog and must match an active inventory item. It helps ensure accurate picking, packing, and shipment.

Quantity

The Quantity field defines how many units of the item are being ordered. It directly affects inventory levels and determines the total price calculation for the line item. This input must be validated against available stock and any sales order restrictions. Inaccurate quantities can result in fulfillment errors or discrepancies in financial reporting.

Unit Price

This field displays the price per unit of the item as it applies to the order. It is derived from the customer-specific pricing rules, contracts, or standard pricing lists. The unit price may be editable based on user permissions, and any override is typically flagged for review. This value is critical for revenue calculations, margin analysis, and invoice generation. It may be subject to discounts or promotional adjustments.

Original Unit Price

The Original Unit Price field displays the item's base price before any discounts or changes. It helps keep a clear record of the standard price for audits, shows price changes, and supports internal checks. By comparing this with the current unit price, manual price adjustments can be detected. This information is vital for finance teams to ensure pricing accuracy and profitability.

Total

This field calculates the total cost for the line item by multiplying the unit price by the quantity. It represents the subtotal before taxes or additional charges and is a key value for order value reporting. Accurate calculation of this field is essential for billing and financial records. Any discrepancy here can impact the total invoice amount and customer satisfaction. This field is system-generated and not directly editable by the user.

 

 

7. Search

 

• Click on Search to add products.

 

Step-by-Step Guide: How to Add Products to the Cart

This screen allows you to search for products and add them directly to the cart based on availability.

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✅ Step 1: Search for a Product

Use the search bar at the top to look up a product by:

• Product code (SKU)

• Product name/description

• Product cross-reference (if available)

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✅ Step 2: View Frequently Purchased Products

Frequently ordered items appear at the top by default for quicker access.
Each item displays:

• SKU and product name

• Price and unit of measure

• Stock levels:

  • On-Hand: Total stock available in the system

  • Reserved: Already committed stock

  • Available: What’s currently free for new orders

  • New Available: Reflects real-time availability after selection (if applicable)

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✅ Step 3: Add Products to Cart

You can add items in two ways:

1. Direct Add:
   If you want to add one unit quickly, click the “ADD TO CART” button next to a product.

2. Custom Quantity:
   Use the plus/minus buttons to choose the quantity, and then the system will update the New Available field in real time.

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✅ Step 4: Review and Finish

Once you’ve selected your products and quantities:

• Click the “Return To Checkout” button at the bottom.

• This confirms that your selected products have been added to the cart and takes you back to the order screen.

Add Products Screen

This interface enables the user to efficiently add products to a customer’s order by referencing frequently purchased items, real-time inventory levels, and customer-specific details. Below is a breakdown of each key component on the screen:

Header Section

• Title: "Add Products" clearly indicates the screen's purpose.

• Sub-header: Displays customer information to confirm that the product selection is being made for the correct customer.

• Search Bar: Users can search for products by entering the product code, description, or cross-reference terms. This facilitates quick access to any item, even if not listed in the frequently purchased products.

• On-Hand:
  Displays the total quantity of the product currently stored in inventory. This number includes both sellable and reserved units.
• Reserved:
  Indicates the quantity of the product that has already been committed to other pending customer orders or internal use, and cannot be allocated to new orders.
• Available:
  Represents the quantity of the currently unreserved product that can be added to new customer orders. This is calculated as the difference between On-Hand and Reserved quantities.
• New Available:
  Shows the projected availability of the product after the quantity you’ve selected is added to the current order. This helps users avoid over-ordering beyond stock limits.

 

7. Scan 

 

 

 

8. Price Override 

• Click on Price Override

• The Price Override feature allows users to adjust a product's unit price during order entry manually. The editable price field becomes available for user input when this option is activated.

  • For reference, the original system price is displayed in red beneath the editable field.

  • Users can enter the new price directly in the provided input box.

  • Once updated, click Save to apply the new price or Cancel to discard changes and retain the original pricing.

 

8. Reset Price

✅ Step 1: Reset Price

Click on Reset Price

✅ Step 2: Reset Price

The Reset Price function reverts any manually overridden prices to the system's original pricing. This feature ensures that any accidental or incorrect price modifications can be quickly corrected.

 

✅ Step 3: Reset Price Confirmation Window

• When a user clicks Reset Price, a confirmation dialog appears prompting the question:
  "Are you sure you want to reset the price?"

• The dialog presents two action buttons:

  • Yes – Confirms the reset and restores the original price as defined by the system.

  • No – Cancels the action, retaining the currently overridden price.

• Once reset, the unit price field is updated to reflect the standard rate, and any red-highlighted "Original Price" indicators are removed.

9. Delete Icon

The Delete icon (represented by a trash bin symbol) removes a selected product from the current order or cart.

• Clicking the Delete icon immediately removes the corresponding product line from the product list.

• This action helps users manage their cart by eliminating items that are no longer needed before finalizing the order.

• Once deleted, the product's quantity, pricing, and associated details are cleared from the display.

• No confirmation message appears upon deletion, so users should review their selections carefully before using this option.

• After removal, the total price and item count are automatically recalculated to reflect the updated product list.

 

10.  Inventory Details Icon

• Click on the Inventory Details Icon

• The Inventory Details Icon provides a quick-access tooltip displaying real-time inventory information for the selected product.

  • When hovered over or clicked, it reveals key inventory metrics: On-Hand, Reserved, Available, and New Available.

  • On-Hand: Total stock physically present in the warehouse.

  • Reserved: The quantity has already been committed to other customer orders.

  • Available: Stock that is free to sell (On-Hand minus Reserved).

  • New Available: Shows the projected availability of the product after the quantity you’ve selected is added to the current order. 

 

11. Remove all Product icons

The Remove all products link allows users to clear all items currently added to the cart or product list in one action.

• When selected, it initiates a bulk removal process, eliminating every product from the active selection.

• This function is especially useful when the user needs to restart the order or correct an error in the selection.

• A confirmation prompt may appear to prevent accidental deletions and ensure intentional action.

• Once confirmed, the cart or list view is refreshed and reset to an empty state.

• It streamlines the user experience by avoiding manually deleting each item individually.

11. Edit Display order icon

     

• The Edit display order feature allows users to change the sequence in which products appear in the list.
  
  

       

• Upon clicking this option, a drag handle (three horizontal lines) appears next to each product, enabling users to rearrange items by dragging and dropping them into the desired position.
• After reordering, click the green checkmark icon to confirm and save the changes. If the user decides not to proceed with the reorder, clicking the red cross icon will cancel the operation and retain the original order.
• This functionality is useful for prioritizing product visibility or grouping similar items for clarity during the review or checkout.

12. Order Summary

Step-by-Step Guide: Order Summary

This section provides a quick overview of the order's key details, such as totals, dates, quantities, and product info.

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✅ Step 1: Review the Order Summary

The following fields are automatically filled once products are added to the order:

• Order Total: The total cost of all selected products

• No. of Products: Total number of different SKUs in the order

• Units: Total number of product units

• Pallets: Number of pallets (if applicable)

• Product Weights: Combined weight of all products in the order

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✅ Step 2: Edit the Dates (if needed)

You can update the following two fields by clicking on the calendar icon:

• Order Date:
  This is the date the order was placed or created.

• Price Date:
  This is the date used to determine the product prices (in case pricing depends on specific dates).

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✅ Step 3: Use Additional Options

You can click the links at the top to view or modify:

• Price Calculation Details – to see how the final price was calculated

• Discount – to apply or review any discounts

• Charges – to apply or review additional charges, like shipping or handling

 

Terms Explained: 

• Order Date:
  

  The Order Date is the date when the customer places the order. It marks the official start of the order process and is used to track when the order was created. This field indicates the date on which the sales order was created. The calendar icon allows for manual date selection. The selected date may also impact the availability of certain pricing rules.

• Price Date:
  This data determines the applicable price for the products in the order. The Price Date may differ from the Order Date in promotional or contract-based pricing. This is the date used to pick the item price. It tells the system which price to apply, especially if prices change often. It might differ from the order date, especially for backdated orders or future pricing. The calendar icon supports manual editing. It ensures pricing consistency and compliance with policies on the specified date.
• Order Total: This shows the total cost of the entire order. It adds up the prices of all products, any discounts, and extra charges. The amount changes automatically if quantities are adjusted, prices are modified, or additional fees are added. This helps the user quickly see the overall transaction amount and is used for creating invoices.
• No. of Products: 
  Counts the different product line items in an order, no matter how many of each there are. This refers to the count of unique product types included in an order. It depends not on quantity, only on how many different SKUs or product names are listed. This number shows the number of unique SKUs present. It helps users understand how complex and varied an order is. This count helps manage inventory and fulfil orders. It updates automatically when items are added or removed.
• Units:
  This indicates the total quantity of individual product units ordered across all line items. It is the sum of all quantities across all products in the order. It gives you the total number of purchased items, regardless of type. This figure is useful for tracking volume or stock movement. It is also helpful for logistics and warehouse teams to prepare the exact number of units to be picked and packed. 
• Pallets:
  This number reflects the total number of pallets required based on the combined volume or packaging configuration of all products. It assists in planning transportation and optimizing load distribution. The value may be system-calculated based on internal palletization rules. It supports freight cost estimation and space allocation. This number helps streamline shipping logistics.
• Product Weights:
  Displays the cumulative weight of all ordered products. The weight is essential for calculating shipping charges and planning logistics. It helps determine transportation methods based on weight thresholds. This value updates based on the quantity and weight attributes of each product. It ensures that fulfillment and delivery teams have accurate shipping data.

 

12.1. Show Price Calculation Details

• Click on Show Price Calculation Details

 

 

 

12.2. Discount Details

A discount is a reduction in the price of a product or service. It is usually applied as a percentage or a fixed amount off the original price to offer customers a better deal.

• Click on Discount

       How to Apply a Discount – Step-by-Step Guide

✅ Step 1: Enable the Discount

Find the discount you want (like "Pickup discount 9%").
Turn on the toggle switch to activate it. Only the ones you turn on will be used.

✅ Step 2: Enter the Quantity

In the Quantity field, type in the number of units/items to which you want this discount applied. This is the basis for calculating the discount amount.

✅ Step 3: View the Unit Price

The Unit Price is already pre-filled and not editable. It shows the discount per unit.

✅ Step 4: Click the Total Field

After entering the quantity, click inside the Total box. The system will automatically calculate the discount. Quantity x  Price = Total Discount
The result will appear in the Total box, representing the discounted amount for this line.

✅ Step 5: Repeat for Other Discounts (Optional)

You may repeat steps 1–4 for any other discounts listed in the panel you want to apply.

1. 1. 1. Save the Discount
         After verifying the totals, click the Save Discounts button at the bottom of the panel.
         This action will apply the discount(s) to your order and update the Discount Total at the top.
      2. Close the Panel (Optional)
         If you do not want to save changes, click Close to exit the discount panel. Unsaved changes will be discarded.

 

• This screen displays the discounted price after applying the discount.

 

12.3 Charges Details

 A charge is an additional cost added to the base price. Charges may be applied for handling fees, shipping, or customization services. While discounts reduce the total amount payable, charges increase it.

• • Click on Charges

        Steps to Apply a Charge

✅ Step 1: Enable the Discount

Turn on the charge: 
You can find the charge you want to use (e.g., PLATE) and toggle the switch to turn it on. This enables the charge for calculation.

✅ Step 2: Enable the Discount

Enter Quantity
Type how many units the charge should apply to in the Quantity box.

✅ Step 3: Enable the Discount

Review Unit Price
The Unit Price field is already filled in and shows the cost per unit of the charge (e.g., $5 for Code: Plate5).

✅ Step 4: Enable the Discount

Click on the Total Field
After entering the quantity, click on the Unit Price field. The system will automatically multiply the quantity by the unit price to show the total charge.

✅ Step 5: Enable the Discount

Repeat for Other Charges (Optional)
If you need to apply more than one charge, you can repeat these steps for each one.

✅ Step 6: Enable the Discount

Save the Charges
When all desired charges are added, click Save Charges to apply them to the order.

Close Without Saving (Optional)
If you do not want to apply any charges, click Close to exit without saving.

 

• This screen shows the charges applied.

 

13. Shipping & Payment Details

✅ Shipping & Payment Page – User Guide

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✅ Step 1: Select Shipping Method

• Choose either Rofson Delivery or Store Pickup using the radio button.

• Toggle "Make default" if you want to use this shipping method automatically for future orders.

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✅ Step 2: Choose Shipping Address

• Confirm the address shown or click CHANGE to select a different one.

• You can also toggle "Make default" to save the selected address for next time.

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✅ Step 3: Set Shipping Details

• Choose Delivery Date and Shipment Date from the calendar.

• Select Load Type from the dropdown — options include:

  • Parcel

  • Less than Truckload (LTL)

  • Truckload

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✅ Step 4: Review Shipment Information

• Verify the Origin Address and Ship-to Address.

• Confirm Load Type, Load Size, and Carrier details.

• View cost breakdown:

  • Shipping Cost to Us

  • Markup %

  • Charge to Customer

• Add any Carrier Notes in the provided field.

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✅ Step 5: Add Additional Information

• Enter the Purchase Order Number or Reference Number (required).

• Optionally, click Generate Reference Number.

• Fill in Special Requests, if any.

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✅ Step 6: Apply Discounts or Charges (Optional)

• If the Shipped/Delivered toggle is ON by default, the Calculate Discount/Charges toggle will remain OFF.

• To apply discounts or charges, first turn ON the Calculate Discount/Charges toggle—this will automatically turn OFF the Shipped/Delivered toggle.

• You can enter the discount or charge code in the field you provided.

• Once enabled, the system will calculate applicable discounts or charges based on the code entered.

• You can use the Create Warehouse Documents toggle if you need to.

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✅ Step 7: Choose Payment Method

• Select one of the available options:

  • Credit Card

  • Send Invoice

  • Pay on Delivery/Pickup

  • To Be Decided (this is selected by default for Pre-Orders)

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✅ Step 8: Review and Submit

• Check the Review & Checkout section:

  • Number of Items

  • Subtotal

  • Shipping & Handling

  • Additional Charges/Discounts

  • Order Total

• You can use the space to Draw Your Signature.

• If the order is placed as a Pre-Order, the Payment Method is automatically set to To Be Decided, and the Submit Order button remains active.

• Click the Submit Order button to complete the order process.

 

 

Section 1: Discount & Charges / Shipped & Delivered

This section allows the user to manage the order's pricing adjustments and shipment status.

• Enter Code Field: This input accepts a pricing code. It is used to apply a predefined discount or surcharge associated with the customer, promotion, or order conditions.

• Calculate Discount/Charges Toggle: When this toggle is turned on, the system applies discounts or additional charges based on the code entered above or other pricing configurations. This allows users to adjust the total amount by reducing the cost (discount) or adding extra fees (charge).

• Shipped/Delivered Toggle: This toggle indicates whether the order has been marked as shipped or delivered. It finalizes the fulfillment status when enabled and may trigger inventory updates, delivery logs, or customer notifications. If this toggle is turned on, the Discount/Charges toggle is automatically turned off by default. This ensures no further pricing adjustments are applied once the order is fulfilled.

• Create Warehouse Documents Toggle: 

Section 2: Payment Method

This section captures the customer’s preferred payment method.

• Credit Card: When selected, payment will be collected via a credit card gateway.

• Send Invoice: This option, selected in the image, enables invoicing the customer for later payment. It is typically used for business accounts or B2B transactions.

• Pay on Delivery or at Pickup: Selecting this option allows payment upon receiving or collecting the goods.

• To Be Decided: This option is used when the payment method has not yet been finalized at the time of order creation. It allows the order to be saved without selecting a specific payment type, offering flexibility for later confirmation. When the Pre-Order option is turned on, this payment method is selected by default. This ensures the order can be recorded in the system while deferring the financial terms until closer to fulfillment. It is typically used in cases where payment discussions are pending or managed separately.

Section 3: Payment Terms

This field outlines the payment deadline for the order.

• Due on receipt: This indicates that the total amount is payable immediately upon the customer receiving the invoice or goods. It is a standard term for immediate or upfront payments.

Section 4: Review & Checkout

This area summarizes all financial details of the order and gives a complete cost breakdown.

• Number of Items: Displays the total quantity of distinct items included in the order.

• Subtotal: The raw total before discounts, taxes, or fees are applied.

• Shipping & Handling: Displays the shipping cost. In this case, it is set to $0.00, indicating free shipping or that the shipping cost is waived.

• Additional Charges: Any service fees, customization charges, or packaging fees will appear here. It is currently set to $0.00.

• Order Discount: Shows the total amount subtracted due to applied discounts. The negative value reflects the deduction from the subtotal.

• Shipping Discount: Represents any special reductions applied to shipping costs. It is set to $0.00 in this order.

• Sales Tax: Displays applicable tax. It is currently set to $0.00, indicating tax is not charged or has been absorbed by the seller.

Section 5: Order Total

• Order Total: This bold value shows the final payable amount after all calculations. In the image, the total comes to $1,340.86.

Section 6: Approval & Communication Options

This section includes toggle switches for administrative preferences.

• Require Customer Approval: When activated, the order will not proceed until the customer formally approves the quote or order.

• Send Order Email Manually: When enabled, this setting allows the operator to control when the confirmation email is sent, instead of sending it automatically.

Show Proforma Order: This clickable link allows the operator to generate a proforma invoice. A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods.

 

• Draw Your Signature: This field captures the user's digital signature as a form of authorization or agreement. It is typically a required field for submitting orders. Draw Your Signature: Use your mouse, touchpad to draw your signature in the box under "Draw your signature." A clickable link labeled "Clear Signature" resets the canvas and allows users to re-enter their signature.
•  Add Attachments: It allows users to upload supplementary documents relevant to their order. These may include forms, specifications, reference files, or approvals. To upload files, click on the gray box that says "Drag or Click to Browse." Alternatively, you can drag and drop your files directly into that box. Make sure the file size and format match what's allowed. Double-check that you've attached all necessary documents before submitting.
• Submit Orders: It will submit the order
• Save as a Pre-Order:  If you want to save the order without submitting it fully (maybe to complete later), you can toggle that switch before clicking submit. It allows users to save the order in a preliminary state rather than submitting it as a final order. Useful for drafts or pending approvals. This toggle switch lets you choose between submitting the order now or saving it as a pre-order to submit later.  By default, the order is set to submit immediately.

14. Shipping & Payment Details