SARAH

Checkout and Online Payments

Learn how the checkout process and payments work in your online store.

Last updated: 2025-01-26

The checkout process in Sarah is simple and integrated with MercadoPago to accept payments securely.

Checkout Process

1. Add Products to Cart

Customer browses the store and adds products to cart:

  • Quantity: Can modify quantity of each product
  • Persistent cart: Products are saved while browsing
  • Visible total: Sees total at all times

2. Review Cart

Before proceeding to payment, customer can:

  • View products: Review all added products
  • Modify quantities: Increase or decrease quantities
  • Remove products: Remove products from cart
  • View total: See subtotal, discounts (if applicable), and final total

3. Customer Information

Customer must provide:

  • Name: Full name
  • Email: Contact email
  • Phone: Phone number

Note: If customer has purchased before, information can be pre-filled.

4. Delivery Options

Customer chooses how to receive their order:

Store Pickup

  • No shipping cost
  • Customer picks up at your business
  • Must provide address (for contact)

Home Delivery

  • Shipping cost: Calculated automatically (if configured)
  • Complete address: Street, number, floor, apartment, city, province, postal code
  • Correo Argentino integration: If configured, cost is calculated

5. Payment Method

Customer chooses how to pay:

MercadoPago QR

  • A QR code is generated
  • Customer scans with MercadoPago app
  • Completes payment from their phone
  • A payment link is generated
  • Customer clicks and completes payment
  • Can pay with card, transfer, etc.

Cash (Pickup Only)

  • Available only for store pickup
  • Customer pays when picking up

6. Confirmation

After payment:

  • Immediate confirmation: Customer receives confirmation
  • Order created: An order is created in your system
  • Notification: You receive notification of new order
  • Customer created: If didn't exist, automatically created in contacts

Payment Configuration

Connect MercadoPago

To accept online payments, you need:

  1. Create or edit a Cash Register

    • Go to Cash Registers
    • Create a new cash register or edit existing one
  2. Connect MercadoPago

    • Enter your MercadoPago credentials
    • Access Token and other necessary credentials
    • Save configuration
  3. Enable for Store

    • Mark cash register as enabled for online store (enable_shop: true)
    • Save changes

Multiple Cash Registers

You can have multiple cash registers with MercadoPago:

  • Each cash register can have different configurations
  • Customer can choose which one to pay with
  • Useful if you manage multiple accounts or points of sale

Payment Process with MercadoPago

Technical Flow

  1. Customer completes checkout

    • Provides information and chooses payment method
  2. System generates payment

    • A payment is created in MercadoPago
    • QR or link is generated according to chosen method
  3. Customer pays

    • Completes payment in MercadoPago
    • MercadoPago processes payment
  4. Confirmation webhook

    • MercadoPago notifies Sarah of payment
    • Order is marked as paid
    • Status is updated in your system

Order States

  • Pending: Order created, waiting for payment
  • Paid: Payment confirmed by MercadoPago
  • Processing: Order being prepared
  • Completed: Order delivered/completed
  • Canceled: Order canceled

Installments and Financing

Show Installments

You can show installment information:

  1. Go to Settings > Online Store
  2. Check "Show Installments"
  3. Save changes

Result:

  • Available installment information is shown
  • Customer can see financing options

MercadoPago Configuration

Available installments depend on:

  • Your MercadoPago configuration
  • Purchase amount
  • Enabled financing options

Security

Customer Data

  • Secure information: Data is stored securely
  • Cards not stored: MercadoPago handles all payment information
  • PCI compliance: MercadoPago complies with security standards

Transactions

  • Secure processing: All transactions are secure
  • Verification: MercadoPago verifies each payment
  • Protection: Fraud protection

Troubleshooting

Customer Cannot Pay

Possible causes:

  • MercadoPago not connected correctly
  • Cash register not enabled for store
  • Error in credentials

Solution:

  1. Verify MercadoPago is connected
  2. Confirm cash register is enabled for store
  3. Review MercadoPago credentials

Payment Not Confirmed

Possible causes:

  • MercadoPago webhook not configured
  • Error in communication with MercadoPago
  • Temporary problem

Solution:

  1. Verify webhook configuration
  2. Review error logs
  3. Contact support if it persists

Best Practices

Customer Experience

  • Simple process: Minimize steps in checkout
  • Clear information: Explain each step
  • Multiple options: Offer different payment methods

Security

  • Secure credentials: Keep your MercadoPago credentials secure
  • Update regularly: Review configuration periodically
  • Monitor transactions: Review payments regularly

Next Steps