Integrating Custom Offline Payment Option

To integrate your custom offline payment option with your web store, do the following:

• Log in to the 'Anywhere Commerce Control Panel' by using your User Name (Email Address) and Password.

• You will be navigated to the Dashboard page.

• Click the  icon. The Dashboard & Setup section will be displayed as shown in the figure.

• Click Checkout Options and select Offline Payment Options. You will be navigated to the Checkout Options > Offline Checkout Options page.

• You can find out the available checkout options in the Offline Checkout options - Status section.
• To create your own offline payment option, click Create New Option. You will be navigated the Checkout Options > New Offline Checkout Configuration page.

• If you have configured the 'Enable customizable offline payment options for this location' checkbox in the Store Information » Add/Edit Locations page, you will be displayed the Location Selection section here.
  • Please Refer: Adding a Stock Location
• Select a location for which you want to create your 'custom offline' payment option, from the Location drop-down (if this drop-down is displayed).
  • Note: If you select a location and do the configuration, that configuration will be applied for that location only.
  • If you configure only for the 'Default Location', the customizations will be applicable for your entire store.
  • If you configure for the 'Default Location', and few other locations, the respective customizations will be applied for those configured locations and the customizations of the 'Default Location' will be applied for the rest of the locations.
  • If you have not configured for the 'Default Location' and configure for few other locations, the respective customizations will be applied for those configured locations and the default content without any customization will be applied for the rest of the locations.
• Enter the reference number of this payment option in the Ref. No text box.

Store front content:

• Enter the name of the tab for custom offline payment option in the Tab Name text box. The same name will be displayed in the step-4 of single page checkout page against your custom offline payment option as shown in the above figure.
• Enter the title for checkout information in the Title for checkout info text box. The same will be displayed as shown in the above figure.
• The Checkout information describes your custom offline payment option at your storefront and it helps for the easy understanding of end-user. This checkout information will be displayed as shown in the above figure. To customize this content, click the Formatting Options link.
• This will open a Payment Options dialogue box containing a Word editor, where you can edit the content to be displayed on the payment page.

• This is a WYSIWYG (What You See Is What You Get) editor and whatever the style of text you enter here, the same style will be displayed at your storefront while checkout through your custom offline payment option. You can also insert the HTML content, links, and images here.
• To save this 'User Content,' click Submit. The dialog box will be closed.

Actions:

• Now, you need to define the actions that are to be performed after placing the order using your custom offline payment option.
• To authorize the order automatically after placing the order using this payment option, select the Authorize Order check box.
  • Note: If this checkbox is selected and the stock is available, the order will be listed under the 'Authorized Orders' list immediately after placing the order using this offline payment option.
  • If this checkbox is selected and the stock is not available, the order will be listed under the 'Payment Pending Orders' list immediately after placing the order using this offline payment option.
• To reduce inventory upon placing the order using this offline payment option, select the Reduce Inventory checkbox.

SMS Notifications: You can also send the SMS notifications upon placing the order using this custom payment option.

• To Me: Select this option to send the SMS notification to you upon placing the order using this custom offline payment option.
• To My Customer: Select this option to send the SMS notification to your customer upon placing the order using this custom offline payment option.
• To Vendor: Select this option to send the SMS notification to the Vendor upon placing the order using this custom offline payment option.

Product Association:

• To associate this payment option to all products, select the All Products radio button.
  • Note: By default, the All Products radio button is selected.

OR

• To associate this payment option to the products having the specific product tags, select the By Product Tags radio button. The available product tags of your store will be displayed as shown in the figure.

• Select the required product tags.
• To save the configuration of this custom offline payment option, click Save. The custom offline payment option will be saved and you will be displayed a relevant success message.

• To modify this payment option, click the  icon of that payment option under the Action column. You will be navigated to the Checkout Options > XXXXXX page.
  • Note: XXXXXX is the Ref. No. of the selected offline Payment option

• Except the 'Ref. No.', you can change all the information here. Make the required changes as explained while creating the custom offline payment option and click Save. The configuration will be saved and you will be displayed a success message.

• To delete this offline payment option, click the  icon of the payment option under the Action column. Then you will be asked for a confirmation through a dialog box.

• Click OK. The dialog box will be closed, the respective offline payment option will be deleted and you will be displayed a relevant success message.

• Note: If you have configured the multiple customized offline payment options for different locations under the same 'Ref. No.', all of them will be deactivated by doing this activity.

OR

• If you want to delete the offline payment option only for the specific locations, click the  icon of that payment option under the Action column. You will be navigated to the Checkout Options > XXXXXX page.
  • Note: XXXXXX is the Ref. No. of the selected offline Payment option

• Select the location of which you want to delete the custom offline payment option's configuration from the Location drop-down.
• Click Delete. You will be asked for confirmation through a dialog box.

• Click OK. The dialog box will be closed, the custom offline payment option for that location will be deleted and you will be displayed a success message.

• Note: You can customize the email template that is used for sending emails to end user, to you, and the persons specified by you, after placing the order through your custom offline payment option.

• To do so, click the  icon of that payment option under the Action column. You will be navigated to the Email Template > XXXXXX page.
  • Note: 'XXXXXX' is the 'Ref. No.' of the custom offline payment option.

• You can customize the mail template of this custom offline payment option as explained below.

From Email:

• Select an email from which you want to send this mail from the From Email drop-down.
  • Note: All emails configured through the SMTP Configuration will be displayed in this drop-down.
    Please Refer: SMTP Configuration
• To customize the email template for sending mails to you and to those people who are specified by you, navigate to the Send email to Me (Merchant) section.

Send email to Me (Merchant):

• To get an email to yourself, select the Send email to Me (Merchant) checkbox.
• Enter the subject to the mail in the Mail Subject text box.
• To send a copy of your mail to other persons like your partners, store managers, etc… (if required), select the Send to Others checkbox. You will be displayed a text box in which you need to enter the respective email ids separated by a comma.

Defining/Customizing Template:

• To customize the email template for sending mails to end-user, navigate to the Send Mail to end user section.

Send Mail to end user:

• To send an email to end-user, select the Send email to end user checkbox.
• Enter the subject to the mail in the Mail Subject text box.

Defining/Customizing Template:

• To save the configuration, click Save. The email template will be saved and you will be displayed a relevant success message.

• To navigate to the Mail Manager page, click the Clicking Here link in the success message.
• You can also navigate to the Home Page by clicking the Home Page link in the success message.