How to Define a Checkout¶
Checkout defines the usage of Payment Methods and Delivery Services on your online store (Payments and Delivery Methods have to have been defined previously in their applications, both are located in the Administration module). The purpose is that you probably don’t want to use all of them for every Zone (Country or Region) in which you sell. Checkout allows you to set which Payment/Delivery Method service will be available for which Zone and also set restrictions - you can define combinations of Payment and Delivery Methods that can be used together.
Checkouts are subsequently connected to an E-shop Settings (also located in the Administration module), which means you are defining them for one Zone (or Zones) that you select in the E-shop Settings. Every Zone can use only one Checkout.
It is necessary to define Payment Gateways and Delivery Services before you start creating Checkouts.
The definition of a Checkout’s Zone is not set within the Checkout settings. It is set in the E-shop Settings to which you have connected it to the previously created Checkout. The E-shop Setting has a defined Zone and this Zone also defines the Zone of the Checkout.
The prices for particular Delivery and Payment Methods are set in the Pricelist for a concrete Zone. You are not able to set the price in the Administration module. A Method without price is not available to be used by customers.
To create a new Checkout follow these instructions:¶
Double click the Administration module icon located on the BizBox desktop.
Click the Checkouts application in the left panel.
Click the New button located in the tool bar.
On the first “General” tab fill in a Name field (used only for your own and BizBox Admin purposes).
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.
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.
On the second “Payment Gateways” tab you add the particular Payment Gateways you have previously created in the Payment Gateways application.
All Payment Gateways you want to use on your online store have to be defined in the Payment Gateway application. The differentiation of availability for particular Zones is set thanks to the Checkouts application. Select only Payment Gateways you want to allow for usage for this Checkout (Zone which will be used for the Checkout used is set in the E-shop Setting which this Checkout is connected).
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.
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.
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.
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.
Click the Save button and your Checkout setting is ready to be selected and used in the E-shop Settings!
How to Create a Payment Gateway¶
The Payment Gateways application is a storage and a management for all Payment Gateways you want to use for payments of your customers.
Payment Gateways are used in Checkouts, where their usage is defined in combination with Delivery Services as well as their availability according to Zones (Countries or Regions) which is subsequently defined in the E-shop Settings.
The process of establishing a new Payment Gateway on your online store starts in the Payment Gateways application.
But there are more steps you have to complete in order to use a Payment Gateway on your online store:
Contact a Payment Gateway provider you want to use on your online store. The Gateway will provide you all the information and also a test environment that you can use for previewing and testing.
Create a Payment Gateway in the Payment Gateways application located in the Administration module.
Use this Payment Gateway in the Checkouts application (located in the Administration module) and define possible combinations with Delivery Methods.
Use this Checkout in E-shop Settings - thanks to this it will be connected with Zone and Branch (thanks to Branch also with used taxation).
Set a price for methods from this Payment Gateway in the Pricelists application (located in the Pricing module).
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 make your Payment Gateways work you have to set up a Special Pages connected to a particular Payment Gateway. A page for cancelled, failed, waiting and successful payment are also necessary. Without these pages your customer will not be able to complete the payment process.
You have to create your own account in the Payment Gateway you want to use. Thanks to this account you will get your own password, IDs, secure keys and other identification elements which are essential for the proper function of Payment Gateways. You can get also a testing environment access which you can use for previewing and testing of an online store. Identification elements and other requirements are dependent on the particular Payment Gateway.
To add a new Payment Gateway to your BizBox Admin follow this tutorial:
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.
Run the Administration module.
Click the Payment Gateways application in the left panel.
Click the New button located in the tool bar.
Select and add a Payment Gateway which you want to use on your online store.
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.
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).
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.
On the Advanced - currencies and other settings can be restricted on the advanced tab.
Your Payment Gateways are ready to be selected and used in the Checkout.
How to Create a Delivery Service¶
The Delivery Services application is a storage for all Delivery Services which you want to offer to your customers for shipping their orders.
If you sell only electronic types of goods you don’t need to define Delivery Services. Define a Dispatch setting instead because Dispatch defines which action will occur after a customer has made a payment for electronic goods.
The process for establishing a Delivery Service on your online store starts in the Delivery Services application.
But there are more steps you have to complete in order to use a Delivery Service on your online store:
Create a particular Delivery Service in Delivery Services application located in the Administration module.
Set a price for Methods from this Delivery Service in the Pricelists application (located in the Pricing module).
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.
If you are selling only goods in electronic form (such as software, e-books or music) you don’t have to set up a Delivery Services because electronic goods can be delivered to customers automatically in an electronic form (in e-mail or by displaying a downloading URL address - that depends on the Dispatch settings). The nature of the product (electronic/physical) is determined on the Product itself together with a Delivery Service group that will be used: BizBox Electronic/Manual and a Stock Service.
To add a new Delivery Service to your BizBox Admin follow this tutorial:
To create a new Delivery Service, run the Administration module.
Click the Delivery Service application and the New button located in the tool bar.
Select and add a Delivery Service which you want to use on your online store and click Continue.
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).
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.
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.
Click the Add button and fill in all required fields.
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.
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.
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.
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.
Repeat the steps 7-10 until you have added all the Delivery Methods you want to use on your online store.
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.