Orders placed on a Pressero site by user accounts can be set to use site location values, user addresses, or an address that is prompted for from the user, as the billing address for any orders. These settings are found on the General Info settings tab for the site. How the addresses for orders are chosen depends on the type of site and the settings that are being used. Variations on these settings for B2C and B2B sites are listed below. Note that these settings do not apply to Informational sites created in Pressero, and that depending on what Address Book Mode is selected, the settings that are available under Shopping Cart and Checkout will change on the settings window.
B2C Sites
A B2C site intentionally always captures the billing address from the checkout page when an order is being submitted. The site setting Checkout > Capture Billing Address setting will always be enabled, and does not show on the site settings for a B2C.
B2B Sites with Address Book Mode: Address Book
- Site > site name > Settings > General Info > Shopping Cart > Address Book Mode: Address Book
With Address Book Mode set to Address Book, there should be no default Bill-to address. The user will be prompted to select a Bill-to address on checkout. With Address Book mode enabled for Address Book, a B2B site will behave like a B2C on checkout.
B2B Sites with Address Book Mode: Locations
- Settings > General Info > Shopping Cart > Address Book Mode: Locations
1. Assign users' primary location if Capture Billing Address is unchecked and Bill-to Address is blank.
- Settings > General Info > Checkout > Capture Billing Address off (unchecked).
- Settings > General Info > Checkout > Bill-to Address is blank.
2. If Capture Billing Address is checked, the user will be prompted to choose from a list of locations.
- Settings > General Info > Checkout > Capture Billing Address on (checked).
3. Bill all orders to a single location if Capture Billing Address is off, and if a value is set for Bill-to Address.
- Settings > General Info > Checkout > Capture Billing Address off (unchecked).
- Settings > General Info > Checkout > Bill-to Address has a selected value.
4. If Capture Billing Address is unchecked, Bill-to Address is blank, and the user's primary location is blank, then Pressero takes the first location from the list of site locations (order by location code, then by business name).
B2B Sites with Address Book Mode: Both
- Settings > General Info > Shopping Cart > Address Book Mode: Both
1. If Capture Billing Address is checked, the user will be prompted to choose from a list of locations.
2. If Capture Billing Address is unchecked and the default bill to is not set, then use the primary’s address book. If no primary address book set, then use the primary location. If neither are set, then choose any address from the user address book, followed by any location.
3. If Capture Billing Address is unchecked and default Bill-to is set, then use default Bill-to address.