Webshop - Checkout and Payment - General Payment Options
This page describes payment options in the Standard ERP that can be used with every payment method. All the settings and registers mentioned on this page are located in the Webshop and CMS module unless otherwise specified.
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The Webshop Company Settings setting contains several fields that you can use to set default values for the Invoices and/or Orders that will be created through the webshop:
- Order Class
- Paste Special
Order Classes setting, Sales Orders module
- If webshop sales will result in the creation of Sales Orders, specify here the Order Class that is to be used in those Sales Orders. If you leave this field empty, the Order Class in Orders created through the webshop will be "WEB".
- If webshop sales will result in the creation of Invoices, the Order Class that you specify here will be copied to the Comment field on the 'Price List' card of those Invoices. Again, if you do not specify an Order Class, "WEB" will be copied to the Comment field.
- Default Salesman
- Paste Special
Person register, System module and Global User register, Technics module
- Specify here the Salesman that is to be used in the Sales Orders and Invoices that will be created by webshop sales.
- It is recommended that you specify a Default Salesman. In general, if there is no Salesman in the Contact record for a Customer, the current user will be used as the Salesman in any new Order or Invoice for that Customer. In an Order or Invoice that is created through the webshop, the Customer will be the current user for this purpose. This will mean that the Salesman in the Order or Invoice will not be a Person, which will mean that it will not be possible for the Order or Invoice to be marked as OK. It is likely that the Salesman field in Contact records for Customers created from the web (using the "Register New Customer Form" Element) will be blank, so it is also likely that Customers will be used as the Salesmen in web Orders and Invoices. Specifying a Default Salesman in the Webshop Company Settings setting will avoid this situation as the Default Salesman will be used in all web Orders and Invoices.
- Default Location
- Paste Special
Locations setting, Stock module
- Specify here the Location that is to be used in the Sales Orders and Invoices that will be created by webshop sales. If you leave this field blank, no Location will be specified in Sales Orders and Invoices, so stock will be taken from the Main Location.
- Don't OK Invoices after payment, Don't OK Orders after payment
- By default, Orders and Invoices created through the webshop will be marked as OK. If you do not want them to be marked as OK, select these options.
- If an Order or Invoice is not marked as OK even if you have not selected these options, the probable reason is that it has failed a data validity check (e.g. Salesman or Tag/Object doesn't exist, Customer has exceeded credit limit, etc). Depending on the reason, the error may be included in the server's hansa.log file.
- Create after Payment
- If you will allow Customers in the webshop to pay by PayPal, Paysera or Paymark, use these options to specify how those sales will be recorded in Standard ERP:
- Invoice Only
- Each successful payment will result in an Invoice being created. The Payment Term will be taken from the relevant Web Payment Method record. A row recording the payment will be included in the Invoice, with a Payment Mode also taken from the Web Payment Method record. The Invoice will be marked as OK if you have not selected the Don't OK Invoices after payment option above. Please refer to the pages describing each payment method for details about the Web Payment Methods setting.
- If you are using this option, users will not be able to purchase a greater quantity of an Item than is in stock. If you have selected "Allow" as the Ordering More than in Stock option, it will be ignored. Please refer to the Stock Levels page for details about the Ordering More than in Stock options.
- Create Order and Invoice
- Each successful payment will result in an Order and an Invoice being created. The Invoice Before Delivery option will be selected in the Order, which will be marked as OK if you have not selected the Don't OK Orders after payment option above. The Invoice will be marked as OK. The Payment Term in both the Order and the Invoice will be taken from the relevant Web Payment Method record. No Delivery will be created, so you will need to create the Delivery yourself (i.e. from your warehouse) to update stock and to post cost of sales.
- If you are using this option, you should ensure that cost of sales postings are to be made on the point of delivery. At the time when an Invoice is created and marked as OK (i.e. when the Customer presses the [Buy] button), the cost of sales won't be known because the Delivery won't yet exist and so cannot be posted from the Invoice (with or without Accruals from Deliveries).
- If you have not selected the Delivery option in the Sub Systems setting in the Nominal Ledger (i.e. if cost of sales postings are not to be made on the point of delivery), Invoices will not be created at all. You will therefore need to create them yourself after issuing the Deliveries, to ensure cost of sales, sales and VAT are posted.
- Create Order and Receipt
- Each successful payment will result in an Order and a Prepayment Receipt being created. The Invoice Before Delivery option will not be selected in the Order, so you will be free to specify when cost of sales should be posted. The Order will be marked as OK if you have not selected the Don't OK Orders after payment option. The Payment Term in the Order and the Payment Mode in the Receipt will be taken from the relevant Web Payment Method record. The Order Number will be copied to the Prepayment, and will also be used as the Prepayment Number (unless you are using the Force Unique Prepayment Numbers option in the Account Usage S/L setting, in which case an incremental numbering system will be used for Prepayment Numbers). Usually the Prepayment Receipt will be marked as OK, unless the On Account option in the Contact record for the Customer has not been selected. You may wish to select the On Account option in the Contact Settings setting (in the Sales Ledger and the CRM module) so that this option will be selected automatically in new Contact records (including those created over the web using the "Register New Customer Form" Element).
If you need a Tag/Object to be added to every web Invoice, specify that Tag/Object in the Tags/Objects for Webshop Invoices setting. You can also specify more than one Tag/Object separated by commas.
Payments will be made through https connections if you have enabled https in the Program Mode register (i.e. if you have specified an HTTPS Port and selected the
Use HTTPS option, and obtained the necessary
certificates). If you have not enabled https, payments will be made through http connections.
The following Web Texts can be displayed during the payment process:
| Default Text | Web Text Code |
| | |
| An unknown error occurred during payment | 25019 |
| Payment failed | 25020 |
| Could not create a Payment Session | 25022 |
| You must be logged in to checkout and pay. Please log in and try again. | 25023 |
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The Webshop in Standard ERP:
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Webshop
