Typical ecommerce workflow

A typical ECM workflow in an ecommerce environment includes the following steps:

Create a quote for the transaction.
When a registered customer goes to check out, allow them to self-identify as exempt. Provide the customer with a link where the customer can then input their exemption information.
- To generate an ecommerce SDK token successfully, the customer must be a registered customer with a customerCode. Otherwise, you can’t trigger the SDK for the customer to submit a certificate.
After receiving the exemption certificate, convert the quote to an invoice.
Complete the checkout.

Note

Don’t send a request for an exemption certificate during a guest checkout. Only provide this functionality to registered customers.