Order processing

Processing of purchase orders and related items is based on classes and methods in the EPiServer.Commerce.Order and EPiServer.Commerce.Marketing namespaces.

These are the key interfaces:

EPiServer.Commerce.Order.IOrderGroupExtensions
EPiServer.Commerce.Order.IInventoryProcessor. See Update inventory and Adjust inventory.
EPiServer.Commerce.Order.ILineItemValidator. See Validate line item.
EPiServer.Commerce.Order.IPaymentProcessor. See Process payments.
EPiServer.Commerce.Order.IPaymentPlanProcessor. See Process payment plans.
EPiServer.Commerce.Order.IPaymentPlanExtensions. See Process payment plan extensions.
EPiServer.Commerce.Order.IPlacedPriceProcessor. See Update placed price.
EPiServer.Commerce.Order.IFulfillmentWarehouseProcessor.
EPiServer.Commerce.Order.IPurchaseOrderProcessor. See Process purchase orders.
EPiServer.Commerce.Order.IPurchaseOrderExtensions. See Process purchase order extensions.
EPiServer.Commerce.Order.IShipmentProcessor. See Process shipments.
EPiServer.Commerce.Order.IShipmentProcessorExtensions. See Process shipment extensions.
EPiServer.Commerce.Order.IShipmentExtensions. See Process shipment extensions.
EPiServer.Commerce.Marketing.IPromotionEngine. See Apply discount.

The example code below passes dependencies to the extension methods so you can unit test your applications.

Validation issues

When performing different actions on an IOrderGroup, issues can cause modifications to line items. These warnings and errors are represented in the class EPiServer.Commerce.Order.ValidationIssue. Most processing tasks take a parameter with an Action\<ILineItem, ValidationIssue>, which allows the caller to collect this information so a message about the issue can be displayed to the user.

Validate line items

Validating the status of line item is useful to make sure the product is active, within the valid date range, and that the catalog entry is available in the current market.

The following example shows how to validate line items in a cart and check for validation issues.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var lineItemValidator = ServiceLocator.Current.GetInstance<ILineItemValidator>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");
var validationIssues = new Dictionary<ILineItem, ValidationIssue>();
    
//Check all line items on cart
cart.ValidateOrRemoveLineItems((item, issue) => validationIssues.Add(item, issue), lineItemValidator);
    
//Check one lineitem
var lineItem = cart.GetAllLineItems().First();
if (!lineItemValidator.Validate(lineItem, cart.Market, (item, issue) => validationIssues.Add(item, issue)))
  {
    //Check validationIssues for problems
  }

Update placed price

Updating the placed price is useful when a shopper has an item in the cart for an extended period of time. It is recommended to add validation to check if the product price has changed, and if needed update the price.

The following example shows how to check and update placed price for line items.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var placedPriceProcessor = ServiceLocator.Current.GetInstance<IPlacedPriceProcessor>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");
var validationIssues = new Dictionary<ILineItem, ValidationIssue>();
    
//Update all placed prices on the cart
cart.UpdatePlacedPriceOrRemoveLineItems(PrincipalInfo.CurrentPrincipal.GetCustomerContact(),
  (item, issue) => validationIssues.Add(item, issue), placedPriceProcessor);
    
//Update line item placed price
var lineItem = cart.GetAllLineItems().First();
lineItem.UpdatePlacedPrice(PrincipalInfo.CurrentPrincipal.GetCustomerContact(), cart.Market,
  cart.Currency,(item, issue) => validationIssues.Add(item, issue), placedPriceProcessor);
    
//Update line item placed price
var lineItem = cart.GetAllLineItems().First();
placedPriceProcessor.UpdatePlacedPrice(lineItem, PrincipalInfo.CurrentPrincipal.GetCustomerContact(),
  cart.Market, cart.Currency,(item, issue) => validationIssues.Add(item, issue));

Apply discounts

Applying discounts runs the promotion engine to evaluate and apply discounts to the IOrderGroup. If certain discounts require coupons, add the coupons to the IOrderForm before running ApplyDiscounts.

The following example shows how to check for discounts on items in a cart.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var promotionEngine = ServiceLocator.Current.GetInstance<IPromotionEngine>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");
    
//run apply discounts on the cart
var rewardDescriptions = cart.ApplyDiscounts(promotionEngine, new PromotionEngineSettings());
    
//run apply discounts on the cart
var rewardDescriptions = promotionEngine.Run(cart, new PromotionEngineSettings());

Process payments

Processing payments runs each configured payment through its respective payment provider.

The following example shows how to run the payment processor for a cart.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var paymentProcessor = ServiceLocator.Current.GetInstance<IPaymentProcessor>();
var orderGroupCalculator = ServiceLocator.Current.GetInstance<IOrderGroupCalculator>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");

//Process payments for the cart
cart.ProcessPayments(paymentProcessor, orderGroupCalculator);

Update inventory

UpdateInventory checks that a sufficient quantity of inventory exists for the selected shipment warehouse. This method also updates the line item with the available quantity or, if none are available, removes it.

The following example shows how to update inventory information for a cart.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var inventoryProcessor = ServiceLocator.Current.GetInstance<IInventoryProcessor>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");
var validationIssues = new Dictionary<ILineItem, ValidationIssue>();
    
//Update Inventory on cart
cart.UpdateInventoryOrRemoveLineItems((item, issue) => validationIssues.Add(item, issue), inventoryProcessor);
    
//Update inventory on shipment line items
var shipment = cart.GetFirstShipment();
inventoryProcessor.UpdateInventoryOrRemoveLineItem(shipment, (item, issue) => validationIssues.Add(item, issue));

Adjust inventory

AdjustInventory adjusts the inventory for each line item and removes it if no inventory exists. This operation is done in sequence for each shipment in an IOrderGroup, or for a specific shipment if the IInventoryProcessor method is called directly.

The behavior changes based on the value of the IOrderGroup OrderStatus property. If calling the IInventoryProcessor directly, you should pass the status of the shipment's parent IOrderGroup:

Completed – Makes permanent the reservation of inventory, decrementing available quantity.
Canceled – Cancels the reservation of inventory, incrementing available quantity.
InProgress || AwaitingExchange – Reserves inventory to fulfill the shipment.

In addition, the value of IShipment.OrderShipmentStatus may override the behavior for a specific shipment.

Shipped – Same behavior as OrderStatus.Completed but is applied regardless of the value of IOrderGroup.OrderStatus.
Cancelled – Same behavior as OrderStatus.Cancelled but is applied regardless of the value of IOrderGroup.OrderStatus.

The following example shows how to adjust inventory information for line items in a cart.

var orderRepository = ServiceLocator.Current.GetInstance<IOrderRepository>();
var inventoryProcessor = ServiceLocator.Current.GetInstance<IInventoryProcessor>();
var contactId = PrincipalInfo.CurrentPrincipal.GetContactId();
var cart = orderRepository.LoadCart(contactId, "Default");
var validationIssues = new Dictionary<ILineItem, ValidationIssue>();
    
//Adjust Inventory on cart
cart.AdjustInventoryOrRemoveLineItems((item, issue) => validationIssues.Add(item, issue), inventoryProcessor);
    
//Adjust inventory on shipment line items
var shipment = cart.GetFirstShipment();
inventoryProcessor.AdjustInventoryOrRemoveLineItems(shipment, cart.OrderStatus, (item, issue) => validationIssues.Add(item, issue));

Process purchase orders

IPurchaseOrderProcessor contains functionality for putting and releasing orders on hold, canceling orders, and starting order processing.

The following example shows how to use HoldOrder() to put a purchase order on hold.

IOrderRepository orderRepository;
IPurchaseOrderProcessor purchaseOrderProcessor;
// ...
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
purchaseOrderProcessor.HoldOrder(purchaseOrder);

The following example shows how to use ReleaseOrder() to release a purchase order from hold.

IOrderRepository orderRepository;
IPurchaseOrderProcessor purchaseOrderProcessor;
// ...
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
purchaseOrderProcessor.ReleaseOrder(purchaseOrder);

The following example shows how to use CancelOrder() to cancel a purchase order.

IOrderRepository orderRepository;
IPurchaseOrderProcessor purchaseOrderProcessor;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
purchaseOrderProcessor.CancelOrder(purchaseOrder);

The following example shows how to use ProcessOrder() to start processing a purchase order.

IOrderRepository orderRepository;
IPurchaseOrderProcessor purchaseOrderProcessor;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
purchaseOrderProcessor.ProcessOrder(purchaseOrder);

Process purchase order extensions

IPurchaseOrderExtensions extends the functionality provided with IPurchaseOrderProcessor.

The following example shows how to use IsPaid() to determine if a purchase order is paid.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var isPaid = purchaseOrder.IsPaid();

The following example shows how to use CanBeCancelled() to determine if purchase order can be cancelled.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canBeCancelled = purchaseOrder.CanBeCancelled();

The following example shows how to use CanBePutOnHold() to determine if the purchase order can be put on hold.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canBeHold = purchaseOrder.CanBePutOnHold();

The following example shows how to use HasAwaitingStockReturns() to determine if the purchase order has any awaiting stock returns.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var awaitingStockReturns = purchaseOrder.HasAwaitingStockReturns();

The following example shows how to use HasAwaitingReturnCompletable() to determine if the purchase order has any awaiting return completable.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var awaitingReturnCompletable = purchaseOrder.HasAwaitingReturnCompletable();

The following example shows how to use GetActiveReturnForms() to get a purchase order's active return forms (moved from DefaultReturnPurchaseOrderCalculator).

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var activeReturnForms = purchaseOrder.GetActiveReturnForms();

The following example shows how to use CanReleaseShipment() to determine if a shipment can be released.

IOrderRepository orderRepository;
IShipment shipment;
    
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canReleaseShipment = purchaseOrder.CanReleaseShipment(shipment);

The following example shows how to use CanCancelShipment() to determine if a shipment can be cancelled.

IOrderRepository orderRepository;
IShipment shipment;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canCancelShipment = purchaseOrder.CanCancelShipment(shipment);

The following example shows how to use CanReturnShipment() to determine if a shipment can be returned.

IOrderRepository orderRepository;
IShipment shipment;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canReturnShipment = purchaseOrder.CanReturnShipment(shipment);

The following example shows how to use CanCompleteShipment() to determine if a shipment can be completed.

IOrderRepository orderRepository;
IShipment shipment;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
var canCompleteShipment = purchaseOrder.CanCompleteShipment(shipment);

Process shipments

IShipmentProcessor contains functionality for canceling, completing, and realizing shipments, and adding them to and from warehouse picklists.

The following example shows how to use CancelShipment() to cancel a shipment.

IOrderRepository orderRepository;
IShipmentProcessor shipmentProcessor;
Shipment shipment;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
shipmentProcessor.CancelShipment(purchaseOrder, shipment);

The following example shows how to use CompleteShipment() to complete a shipment.

IOrderRepository orderRepository;
IShipmentProcessor shipmentProcessor;
IList<IShipment> shipments;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
shipmentProcessor.CompleteShipment(purchaseOrder, shipments);

The following example shows how to use ReleaseShipment() to release a shipment.

IOrderRepository orderRepository;
IShipmentProcessor shipmentProcessor;
IList<IShipment> shipments;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
shipmentProcessor.ReleaseShipment(purchaseOrder, shipments);

The following example shows how to use AddShipmentToPicklist() to add a shipment to a picklist.

IOrderRepository orderRepository;
IShipmentProcessor shipmentProcessor;
IShipment shipment;
(…)
var orderGroupId = 123;
var pickListId = 1;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
shipmentProcessor.AddShipmentToPicklist(purchaseOrder, shipment, pickListId);

The following example shows how to use RemoveShipmentFromPicklist() to remove a shipment from a picklist.

IOrderRepository orderRepository;
IShipmentProcessor shipmentProcessor;
IShipment shipment;
(…)
var orderGroupId = 123;
var purchaseOrder = orderRepository.Load<PurchaseOrder>(orderGroupId);
shipmentProcessor.RemoveShipmentFromPicklist(purchaseOrder, shipment);

Process shipment extensions

IShipmentProcessorExtensions extends the functionality provided by IShipmentProcessor.

The following example shows how to use CompleteShipment() to complete a shipment.

IShipmentProcessor shipmentProcessor; 
IPurchaseOrder purchaseOrder;
IShipment shipment;
(…)
shipmentProcessor.CompleteShipment(purchaseOrder, shipment);

The following example shows how to use ReleaseShipment() to release a shipment.

IShipmentProcessor shipmentProcessor; 
IPurchaseOrder purchaseOrder;
IShipment shipment;
(…)
shipmentProcessor.ReleaseShipment(purchaseOrder, shipment);

The following example shows how to use CanBePacked() in IShipmentExtensions to determine if a shipment can be packed.

IShipment shipment;
(…)
var canBePacked = shipment.CanBePacked();

Process payment plans

IPaymentPlanProcessor contains functionality for canceling payment plans.

The following example shows how to use CancelPaymentPlan() to cancel a payment plan.

IOrderRepository orderRepository;
IPaymentPlanProcessor paymentPlanProcessor;
(…)
var orderGroupId = 123;
var paymentPlan = orderRepository.Load<PaymentPlan>(orderGroupId);
paymentPlanProcessor.CancelPaymentPlan(paymentPlan);

Process payment plan extensions

IPaymentPlanExtensions contains functionality for checking payment and cancellation of payment plans.

The following example shows how to use IsPaid() to determine if a payment plan is paid.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var paymentPlan = orderRepository.Load<PaymentPlan>(orderGroupId);
var isPaid = paymentPlan.IsPaid();

The following example shows how to use CanBeCancelled() to determine whether a payment plan can be canceled.

IOrderRepository orderRepository;
(…)
var orderGroupId = 123;
var paymentPlan = orderRepository.Load<PaymentPlan>(orderGroupId);
var canBeCancelled = paymentPlan.CanBeCancelled();

Use APIs instead of CartHelper for order checkout

The IOrderRepository API replaces the legacy functionality provided with the CartHelper activity workflow. The following provides some guidelines on how to use the API instead.

The legacy cart checkout workflow contained activities that can be called separately by the APIs.

ProcessPaymentActivity – Previously used for processing payments added to a cart. Use IOrderGroupExtensions.ProcessPayments instead.
CalculateTotalsActivity – Previously used for calculating order totals. Use IOrderGroupExtensions.GetTotals() instead.
AdjustInventoryActivity – Previously used for adjusting line item inventories. Use IOrderGroupExtensions.AdjustInventoryOrRemoveLineItems() instead.
RecordPromotionUsageActivity – Previously used to calculate and save promotion usage. Use IOrderGroupExtensions.ApplyDiscounts() instead.
Use IOrderRepository.SaveAsPurchaseOrder() to save a cart as a purchase order.