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Shopping Cart & E-Commerce - User Guide

Overview

The Shopping Cart system allows visitors to request reproductions of archival materials or purchase digital copies. The system supports both free requests (Request to Publish workflow) and paid purchases (E-Commerce mode with PayFast integration).


How It Works

┌─────────────────────────────────────────────────────────────────────────┐
│                    SHOPPING CART WORKFLOW                                │
├─────────────────────────────────────────────────────────────────────────┤
│                                                                          │
│   ┌──────────────┐    ┌──────────────┐    ┌──────────────┐              │
│   │   BROWSE     │───▶│   ADD TO     │───▶│   VIEW       │              │
│   │   ARCHIVE    │    │   CART       │    │   CART       │              │
│   └──────────────┘    └──────────────┘    └──────┬───────┘              │
│                                                   │                      │
│                        ┌──────────────────────────┴───────┐              │
│                        │                                  │              │
│                        ▼                                  ▼              │
│             ┌──────────────────┐              ┌──────────────────┐       │
│             │  REQUEST MODE    │              │  E-COMMERCE MODE │       │
│             │  (Free)          │              │  (Paid)          │       │
│             └────────┬─────────┘              └────────┬─────────┘       │
│                      │                                 │                 │
│                      ▼                                 ▼                 │
│             ┌──────────────────┐              ┌──────────────────┐       │
│             │  Fill Request    │              │  Select Products │       │
│             │  Form            │              │  & Quantities    │       │
│             └────────┬─────────┘              └────────┬─────────┘       │
│                      │                                 │                 │
│                      ▼                                 ▼                 │
│             ┌──────────────────┐              ┌──────────────────┐       │
│             │  Submit for      │              │  Proceed to      │       │
│             │  Review          │              │  Checkout        │       │
│             └────────┬─────────┘              └────────┬─────────┘       │
│                      │                                 │                 │
│                      ▼                                 ▼                 │
│             ┌──────────────────┐              ┌──────────────────┐       │
│             │  Staff Reviews   │              │  Pay via         │       │
│             │  & Responds      │              │  PayFast         │       │
│             └──────────────────┘              └────────┬─────────┘       │
│                                                        │                 │
│                                                        ▼                 │
│                                               ┌──────────────────┐       │
│                                               │  Order Complete  │       │
│                                               │  Download Ready  │       │
│                                               └──────────────────┘       │
│                                                                          │
└─────────────────────────────────────────────────────────────────────────┘

For Public Users

Adding Items to Cart

  1. Browse the archive and find an item with a digital object (image, document, etc.)
  2. Look for the shopping cart icon (🛒) in the action buttons
  3. Click "Add to Cart" - the button changes to "Go to Cart"

Note: You can add items as a guest or logged-in user. Guest carts are saved in your browser session.

Viewing Your Cart

  1. Click the Cart link in the navigation menu, or
  2. Click "Go to Cart" button on any item you've added
  3. Your cart shows all items with thumbnails and titles

Checkout Process

Request Mode (Free)

If the archive uses Request to Publish mode:

  1. Click "Proceed to Checkout" or "Submit Request to Publish"
  2. Fill in the request form:
  3. Your name and contact details
  4. Institution/organization
  5. Planned use of the images
  6. Motivation for request
  7. When you need the images by
  8. Submit your request
  9. Staff will review and contact you

E-Commerce Mode (Paid)

If the archive has e-commerce enabled:

  1. Select product types for each item:
  2. Digital Download (JPEG, TIFF, etc.)
  3. Prints (A4, A3, A2, etc.)
  4. Commercial License
  5. Research Use (often free)
  6. See real-time price calculations including VAT
  7. Click "Proceed to Checkout"
  8. Enter billing details
  9. Complete payment via PayFast
  10. Receive order confirmation and download links

Guest Checkout

You don't need an account to use the cart: - Items are saved in your browser session - At checkout, enter your email for order confirmation - If you create an account later, guest cart items can merge


For Staff / Administrators

Managing E-Commerce Settings

Access: Admin → E-Commerce Settings

General Tab

Setting Description
Enable E-Commerce Toggle between Request mode and Paid mode
Currency ZAR, USD, EUR, etc.
VAT Rate Percentage (e.g., 15% for South Africa)
VAT Number Your organization's VAT registration

Payment Tab (PayFast)

Setting Description
Merchant ID From your PayFast dashboard
Merchant Key From your PayFast dashboard
Passphrase Security passphrase (recommended)
Sandbox Mode Enable for testing, disable for live payments

Product Types

Configure available products: - Digital downloads (JPEG, TIFF Master, PDF) - Physical prints (various sizes) - Licenses (Research, Commercial, Editorial)

Pricing

Set prices per product type. Prices are VAT-inclusive.

Processing Orders

Access: Admin → Orders

  1. View all orders with status filters
  2. Click an order to see details
  3. Update order status as you process it:
  4. Pending → Awaiting payment
  5. Paid → Payment received
  6. Processing → Being prepared
  7. Completed → Ready/Delivered
  8. Cancelled / Refunded

Request to Publish Review

Access: Admin → Request to Publish

  1. View all reproduction requests
  2. Review requester details and motivation
  3. Approve or decline requests
  4. Contact requester with next steps

Status Reference

Order Statuses

Status Meaning
🟡 Pending Awaiting payment
🔵 Paid Payment confirmed
🟠 Processing Order being prepared
🟢 Completed Order fulfilled
⚫ Cancelled Order cancelled
🔴 Refunded Payment returned

Request Statuses

Status Meaning
🟡 Pending Awaiting review
🟢 Approved Request granted
🔴 Declined Request denied

Tips

  • Save your cart by logging in - guest carts may be lost if you clear browser data
  • Check product types carefully - different formats have different prices
  • Research Use is often free for academic/non-commercial purposes
  • Commercial licenses are required for business or advertising use

Need Help?

Contact the archive staff if you: - Can't find the cart button on an item - Have questions about pricing or licensing - Need special arrangements for large orders - Experience payment issues