E-commerce Settings¶

To create a new Checkout follow these instructions:¶

1. Double click the Administration module icon located on the BizBox desktop.

2. Click the Checkouts application in the left panel.

3. Click the New button located in the tool bar.

4. On the first “General” tab fill in a Name field (used only for your own and BizBox Admin purposes).

5. The Checkout Type defines the checkout provided. You can use your own checkout by selecting the option Inhouse. In this tutorial we will work only with this Inhouse option. The other one (Provider) is used in case you don’t want to resolve the checkout by yourself and want to use a provider.

6. Description is never visible to visitors or customers and serves only for your own purposes. We recommend you to fill in the description field because it can make your work in the future much easier.

7. On the second “Payment Gateways” tab you add the particular Payment Gateways you have previously created in the Payment Gateways application.

1. Click the Add button and select Payment Gateway you wish to use in this particular Checkout setting. The Ratio setting is used in case you use more Payment Gateways for the same Payment Method. It defines how often this Gateway will be automatically used for the customer’s payment.

2. After you add all Gateways which you want to use, you can see their order number in the Order column. This number defines the order in which the Gateways are displayed in the checkout process. Drag and drop particular Gateways and change their order according to your needs.

3. The third “Delivery Services” tab is basically the same as the second tab. The difference is that here you add Delivery Services instead of Payment Gateways. Click the Add button and select a previously created Delivery Service. All Methods from this Service will be added automatically, however, you will be able to restrict their usage according to your needs on the last tab.

4. The last “Payment and Delivery Combinations” tab allows you to define combinations of Delivery and Payment Methods that will be available for use together by your customers . You probably want to restrict combinations of some Payment and Delivery Methods. As an example, the following restriction can be used: You don’t want your customers to be able to select a Cash on delivery Payment Method for a post package (Delivery Method). The grid displayed on this tab clearly displays all possibilities that can occur. All possibilities are allowed by default. Click on the green check mark and turn it to red “-” which indicates that the Delivery and Payment cannot be used together and this combination will not be offered to customers in the checkout process.

5. Click the Save button and your Checkout setting is ready to be selected and used in the E-shop Settings!

How do I create a Payment Gateway?¶

In this tutorial you will learn how to add a new Payment Gateway. Payment Gateways allow customers to pay for their orders. In case you do not set a Payment Gateway you will not be able to establish an online store.

To add a new Payment Gateway to your BizBox Admin follow this tutorial:

1. Create your own account in the Payment Gateway which you want to add to BizBox. Your application for a new account can take a few days to be approved (this depends on the Gateway itself and BizBox can’t do anything about this process). After approval you should have all identification elements you need to establish the Gateway on your online store and you will also be able to connect this Gateway to BizBox.

2. Run the Administration module.

3. Click the Payment Gateways application in the left panel.

4. Click the New button located in the tool bar.

5. Select and add a Payment Gateway which you want to use on your online store.

6. Fill in both required fields: the Name and currency are required. Name serves only for your own and BizBox Admin purposes and is never visible to customers or visitors.

7. On the second Payment Methods tab particlar payment methods for the selected gateway can be set up. Select a method you want to make available for customers’ payments and add it (together with its settings).

8. On the Gateway Settings tab, fields for access and account information of the selected Gateway are displayed. This information is provided by the particular Gateway.

9. On the Advanced - currencies and other settings can be restricted on the advanced tab.

10. Save it.

11. Your Payment Gateways are ready to be selected and used in the Checkout.

How do I create a Delivery Service?¶

In this tutorial you will learn how to add a new Delivery Service. Delivery Services allow your customers to select a method they want to use for shipping their orders.

To add a new Delivery Service to your BizBox Admin follow this tutorial:

1. To create a new Delivery Service, run the Administration module.

2. Click the Delivery Service application and the New button located in the tool bar.

3. Select and add a Delivery Service which you want to use on your online store and click Continue.

4. Fill in both required fields: the Name and the Internal Name (internal, serves only for your own and BizBox Admin purposes) and the Comment field (internal, serves only for your own purposes).

5. Label and Description fields can be displayed to customers. Under this label (and description) the service is presented to the customer for selection during the checkout process. Notice that these fields can be translated. In case you have a multilingual website, insert translations for these fields or use the translation center later.

6. The second Delivery Methods tab allows you to add particular Delivery Methods that this Service offers (System Delivery Methods). Only Methods you add here can be available to customers.

7. Click the Add button and fill in all required fields.

8. Identification fields serves for identification of this method. Everything here is internal and serves only for your and BizBox Admin purposes. The System Delivery Method is the particular method of this Service you will make available to customers.

9. The Second Customer Labels tab contains fields that defines the name (Label) and description of this newly added Method that will be displayed to customers.

10. The “General Limits” tab is used to define the minimal and maximal values of a package that can be sent by this method. Add this Method by clicking the Add button.

    Note

    To make this feature work you have to define these measures also for all products you sell. Otherwise BizBox is not able to determine if a customer’s order fits the values defined here.

11. Repeat the steps 7-10 until you have added all the Delivery Methods you want to use on your online store.

12. Click the Save button and your Delivery Service is ready to be selected and used in the Checkout!

Can I change the order of the displayed Payment Gateways in checkout process?¶

Yes you can. Go to a particular Checkout setting (remember they are bounded to Zones) and navigate to the Payment Gateways tab. There is a column named “Order”. The numbers here define how particular Gateways are ordered (displayed) in the checkout process. Simply drag and drop particular Gateways and change their order according to your needs.

Can I disallow some combination of a Payment Gateway and a Delivery Service from being offered?¶

Yes you can. Available combinations are set in the Checkout settings that are connected to the E-shop Settings. Edit this Checkout and restrict (or allow) combinations for payment and delivery. Remember that Checkout is dependent on a Zone, so be sure you are editing the right Checkout.

When editing a Checkout, on the last part “Payment and Delivery Combinations”, all possible combinations that can occur are displayed . In the grid you can see the green marks which determine that those two are allowed to be used together. If you want to restrict this usage, just click on the green mark. If you want to allow a restricted combination, just click on the red minus sign.<BR>Save your changes and combinations offered so that the changes will be available to your customers.