Select A Payment Method
ORDER MANAGEMENT > ORDER > ORDERS
You can select a Payment method in the Payment section of the Order Modification lightbox.
To select a payment method you must have completed the previous order detail sections Customer, Items, and Fulfillment in the Order Modification Lightbox.
Orckestra Commerce Cloud uses configurable payment gateways to handle secure payment transactions. Your organization can decide to use one of Orckestra Commerce Cloud's integrated payment provider systems, or integrate a payment gateway of their own.
Selecting a Credit Card Payment Method:
When selecting a Credit Card Payment option, the Customer's Credit Card must be verified to proceed. You must add a Billing Address matching the cardholder information. If an Address is not already flagged as the Preferred Billing address in the Customer Record, the Billing section will be empty. You will not be able to add the Credit Card Information to the Shipment until you have entered the Billing Address in the Billing section.
You can use the same address as the Delivery Address.
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1.
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Use the Scope selector to select the scope that you require. |
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2.
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Filter the list as necessary. |
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3.
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Double-click an Order from the Orders list. |
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5.
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Click the Payment section. |
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Under the appropriate Shipment, click the Payment Provider drop-down menu. |
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Select a Credit Card Payment Provider from the list. |
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Click the Payment Option drop-down menu. |
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a.
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Select New credit card, or select a Credit Card previously saved in the Customer Record. |
The Billing Address appears under the Billing section, and the Enter Payment Information button appears.
You can also review the Billing Details by clicking the View Details link. Clicking this link opens a side panel with useful information such as the Shipment Summary, the Transaction, and Credit Card information. Click the Close Panel button to collapse the Billing Details panel.
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Click the Enter Payment Information button |
A secure payment dialog opens containing controls and commands to capture the required information for the selected Payment provider.
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b.
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Complete the payment information as required by the payment provider. |
Depending on the payment provider, you can select Store my details for future use check box when you want to save your card details to be reused at a later date.
The Store my details for future use check box is only available if the customer is registered. If the card verification is successful, the card payment details are stored in the customer record under the Saved Payments tab. For more information, see Save a Payment Method..
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c.
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OPTIONAL: Select I accept the terms and conditions if required by the payment provider. |
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d.
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Confirm or submit the Payment or Payment Details as required by the payment provider. |
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e.
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Close the payment dialog. |
Selecting an On-Site Payment Method:
When the fulfillment of an order is type delivery or pick-up, the customer can request to pay for their order on-site. The payment will not be processed in the Orckestra Commerce Cloud system. However, the payment method is recorded in the payment details of the order.
For example, a Customer could pay for their Shipment on-site by using Cash, On-Site Debit, On-Site Credit, or Cheque.
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1.
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Use the Scope selector to select the scope that you require. |
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2.
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Filter the list as necessary. |
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3.
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Double-click an Order from the Orders list. |
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5.
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Click the Payment section. |
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6.
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Under the appropriate Shipment, click the Payment Provider drop-down. |
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Select On site payment from the list |
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Click the Payment Options drop-down menu. |
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Select a Payment Option from the list of options for the selected provider. Choose one of the following: Cash, On-Site Debit, On-Site Credit, Cheque, or Unspecified. |
The Payment Status will be set to New. Because the Customer is paying on-site, a billing address is not required and will appear as Not Applicable in the Orchestration Console.
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