Checkout

Checkouts application (located in the Administration module) allows you to define the usage of particular Payment Gateways for particular Delivery Services. Customers will be able to use only those payment gateways and delivery services together, which you set up to work together. Checkout settings also allows you to restrict the usage of some payment instruments.

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 or Region can use only one checkout. It is necessary to define payment gateways and delivery services before you start creating checkouts.

On the website has to be used the checkout form which allows customers to select a payment and delivery method.

Create a new Checkout

To create a new checkout, you have to insert its Name (required) which is never visible to visitors and serves only for your and BizBox Admin internal purposes. Description field is optional and is intended to provide a short piece of information about this checkout. It serves only for your own purposes and it’s never visible to visitors.

Payment Gateways

The Payment Gateways tab allows you to add payment gateways you want to be able for usage for this checkout on your online store (which you connect with a zone). Payment gateways, which will be not added here will not be able for your customers to use.

Note

You don’t need to add a payment gateway to a pricelist in order to make it available for selection on your online store. When added to checkout, it will be available automatically (free of charge).

  1. To add a new one click the Add button and select payment gateway you want to add. Remember, that the list of gateways contains only gateways you created in the Payment Gateways application (also located in the Administration module).
  2. Ratio (optional) defines the usage of a payment gateway in case you will select two or more payment gateways that offers the same function.
  3. All Instruments flag defines the usage of all possible instruments (which you have connected to this payment gateway in the payment gateways application). In case you set this flag to option NO, you can specify which instruments will be able to your customers for use.

Note

Data available in the parameter ecommerce.checkout.paymentMethods are sorted according to payment methods order in the checkout. Second sorting level is realized through label (if it doesn’t exist, the name is used instead).

Delivery Services

Delivery Services tab allows you to connect particular delivery services to this checkout. You need to define those delivery services in the Delivery Services application first. Selected delivery services will be added along with all delivery methods, which you defined to them in the delivery services application.

Note

You need to add a price for a delivery method to a pricelist in order to make it available on the website.

Payment and Delivery Combinations

The last tab (Payment and Delivery Combinations) allows you to specify which combinations of delivery methods and payment gateways your customers can use for payment and shipping of their orders. In case you don’t want to allow a combination, click in the cell where cross the particular payment and delivery method. This connection will be marked as unsupported and customers won’t be able to use it altogether.

Save your checkout settings and connect it to a particular e-shop settings to make it available on your online store. Don’t forget to aprove the project.

Note

To allow your customers select their payment and delivery methods you have to use the checkout form and its parameters and form fields.

Delivery Services

Delivery Services application (located in the Administration module) allows you to add particular services, which your customers can use for dispatching and shipping their orders. In case you want to make a delivery service able for selection to your customers, you need to add it here. Delivery services are also necessary to define checkouts. To create a new delivery service, you have to select one of the listed services (you are not able to change this list of offered items).

Create a new Delivery Service

Click the New button and select the delivery method you want to add. A new tab will appear.

On the General tab you insert the basic information about this delivery service. Name (required) defines this method, it can be displayed to customers but we recommend you to use the Label (Customer Labels section) which can be translated. Internal Name (required) servers only for your and internal BizBox purposes, is never visible to customers and has to be unique within this application. Comment is also internal, use it to provide some information about this service. Select the Type (Courier, Other, Personal Pick-up or Post). System Delivery Service (required) is the selected delivery method. Account Identification is used in combination with your accounting software. The section Customer Labels is used to define the name and description that will be displayed to customers on the website (notice that both fields can be translated).

On the second Delivery Methods tab are particular methods added. Click the Add button and fill in Name and Internal Name of the delivery method. In the System Delivery Method is a list of methods that the selected delivery service offers (you are not able to change these items) and you need to select one of them (the one for which you are creating this delivery method). If you want to make some of the offered methods available for you customers, you have to add it here.

  • On the first identification tab, the Configuration section is available:

** Small and Big Images: select an image from the File Manager which can be displayed (according to the used template) to customers on the website. ** Special Delivery Method: Delivery method marked as special will be available for selection in the Settings for E-shop in a product settings (in the Product module). This method is available in the checkout only if the cart contains a product to which has this method been assigned in its Settings for E-shop.

  • The section Customer Labels is used to define the name and description that will be displayed to customers on the website (notice that both fields can be translated).

  • The third General Limits tab use if the selected delivery method has some restrictions of the size or weight of the shipped objects, you can define those restrictions below by setting the minimal and/or maximal weight, volume, height, width, depth or length of the package.

    Note

    Prices for delivery methods are defined in the Pricing module on the Delivery Methods tab. The tax rate used for taxing needs to be defined in the Administration module in the Taxes and Charges application. Delivery method without defined price is unavailable for customers.

    Products (in the Products module) also have settings about its measurements, weight and volume. In case measurements of a product, which a customer wants to buy, don’t fit the measurements defined for delivery method, this delivery method will not be able for a customer to select and use it for shipping. To make this process work it is necessary to define the measurements (and weight or volume) of products you sell.

  • The fourth Contact tab defines address of this delivery method. Use it in case of a personal pick up or for services that offer a personal pick-up. You can display all these fields in the checkout.

  • The last Delivery tab is used to specify the delivery time and instructions for customers.

    • Time field is used to specify how many hours it can take to deliver the order to the customer.
    • Label is used to provide the information about the estimated delivery to the customer.
    • Shipping Time is used to select the time by which the order must be placed to be sent the same/following day.
    • Instructions field is used to provide another information about this method to the customer (such as opening hours in case this method is a personal pick-up).

Note

This information can be used to display the expected delivery on the website. Delivery information is available in the product object (deliveryMethods); use the twig nextWorkingDay function to display the correct estimated delivery time.

On your website, the option to change the customer’s shipping address should be available in the checkout. This shipping address will be automatically filled in with BizBox in case a customer selects one of the methods which requires a different shipping address, such as Zásilkovna, Uloženka, Czech Post Packet to the Hand or Geis Point. Values for these delivery methods will be automatically inserted into the shipping address. In the checkout form is a parameter {{ ecommerce.checkout.deliveryMethods[SYSID].systemShippingAddress }} available. It is a boolean value which defines if BizBox fills in the shipping address automatically (in case the value of this parameter is TRUE). This feature works in the order edition and creation as well.

On the third tab Delivery Service Settings particular settings are available. The availability of particular settings listed below depends on the edited delivery service:

  • Connection Service - defines the service to which will be this delivery service connected. This can typically be a Balíkobot or web service of the selected delivery method. If you will not select a service, columns Sent to Service, Label Printed and In Batch in the Shipments application will not work properly.
  • Automatic Consignment - YES/NO setting which defines if an order with this delivery method selected will be automatically send to the service. If not, you can do it manually in a particular order detail.
  • Web Service Settings - this section contains information about the web service connection, such as username, password, IDs, …
  • Testing Web Service Settings - this section contains information about connection to the testing (preview) environment for the selected delivery service.

List of Available Delivery Services

  • DHL
  • DPD - DPD Classic, DPD Parcel (pick-up points), DPD Private, DPD Sobotní doručení (available only for postal codes defined by DPD), DPD Večerní doručení, DPD Zahraničí. Label printing is available for this service.
  • FOFR CZ
  • Geis CZ - Geis Parcel, Geis Point (pick-up points)
  • GLS - Business Parcel, ShopDelivery service
  • In Time
  • In Time SK
  • Lagermax
  • Other
  • PPL
  • Personal
  • TOPTRANS
  • Uloženka.cz
  • Zásilkovna.cz - Label printing is available for this service.
  • Czech Post - balík Do ruky, balík Na poštu (pick-up points), balík Do balíkovny (pick-up points)

Payment Gateways

Payment Gateways application (located in the Administration module) allows you to select and set up payment gateways that you want to be ready for your customers to making their payments. Payment gateways are necessary for defining checkouts and without them you won’t be able to sell items on your online store. Payment gateways added here are not ready for your customers to use, you have to use them in checkouts.

Note

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 and e-shop settings.

Note

There is one special payment gateway in the system - Without Payment. This is used to automatically pay if the order price is zero (typically if the appropriate amount of loyalty points or a voucher that creates a discount on the entire order is used), it is automatically paid by the payment gateway Without Payment. Such an order is automatically marked as paid.

Create a new Payment Gateway

To create a new payment gateway, you have to select one of the listed payment gateways. On the General tab you set basic information about this gateway.

  • Name (required) is only for your own and BizBox Admin purposes and is not visible to the visitors.
  • Comment (optional) is a field for short description of this payment gateway setting. It is only for your own purposes and it’s not visible to the visitors.
  • Consignment Currency (required) defines which currency this gateway uses (for invoicing).
  • Account Identification (optional) is used for the purposes of your accounting software and it will be a part of its import files.
  • Label (optional) is a name of this gateway that can be displayed to customers in the checkout.
  • Description (optional) is a short comment which can be displayed to customers in the checkout as well.

Payment Methods tab allows you to (optionally) define particular methods. If you leave this tab blank, system payment methods will be used instead.

Payment Instruments tab serves for selection of one or more available payment instruments, which can your customer use for payment. Listed instruments depend on the particular payment gateway and its possibilities (you are not able to change those items, you can only select them). In case you don’t select any of the instruments, customers will not be able to use this payment gateway for their payments at all. Selected instruments can be restricted in the checkout as well. Use the Small and Big Images settings to select images from the File Manager which can be displayed (according to the used template) to customers on the website.

Gateway Settings tab contains fields for information about the selected payment gateway, such as a bank account number and code, user names, passwords and IDs. This tab is different for various payment gateways and this information is provided to you by the payment gateway itself. If you have any questions about them, please contact the particular payment gateway.

Advanced tab is used to define optional settings:

  • Currencies defines all currencies which customers can use to make payments through this gateway (selected currencies are in the right column). If you leave this field blank, it will be available for all currencies.
  • Cancel Days defines after how many days will the state of an unpaid order (for which has been selected this gateway) be changed to canceled. If a customer won’t pay before the entered number of days, the state of payment for that order will be automatically changed to Canceled.
  • Remove Reservations After Payment Failure - after payment failure, product reservations will be removed (option YES). Otherwise, they will be preserved and the order has to be processed manually (option NO).
  • Import Credit Only setting defines which types of payment from the transaction report of this gateway will be imported to BizBox (in the Transaction Reports application). In case of YES, only credit payments will be imported and debit will be ignored.

Note

Remember you have to set Special Pages (General Payment Pages) to make it work on the website.

List of Available Payment Gateways

  • Bank Transfer
  • Card on Delivery (used in case the payment on delivery will be performed with a card)
  • Cash (used for personal pick-up)
  • Cash on Delivery (used in case the payment on delivery will be performed in cash)
  • GP Webpay
  • GoPay
  • Home Credit
  • Invoice
  • PayPal
  • PayU
  • Proxy Pay
  • Sofort
  • Stripe
  • ThePay