Payment and delivery profile configuration FAQ

How to configure payment and delivery profiles in administration panel?

Navigation through the Delivery and payment services settings for the country module should be started by choosing a particular shop, for which changes will be made.

This choice leads to main screen of module settings management. Listing of all functions has a form of a table, in which all necessary information are displayed:

  • country, in which settings are active,
  • list of delivery and payment profiles active in selected country - divided on sales method: retails, wholesale and auction sites,
  • assigned VAT rates,
  • number of customers and possibility of previewing customers using indicated profiles,
  • edit and delete settings for selected country operations.

Above mentioned settings of delivery and payment profiles concern registered users assigned to selected country. If you want to configure profiles especially for unregistered users, go to MODERATION / Shop behavior management / Placing orders / Settings for placing orders process section.

Important advantage of this module is the possibility of setting any number of regions, which are part of indicated country, that help to itemize large cities, districts, counties, states etc.

Region is an area defined by postal codes. It is your call, if you want to use large areas or - for example - city districts or even groups of single streets. Dividing regions by postal codes made this module to be very versatile and scalable.

This module also guards the correctness of assigning rules for regions and works automatically. It recognizes incorrect data. In case when, i.e., customer orders a product for contact data not qualifying to specified region, module will assign rules for country instead of a region. It guaranties correctness of operation.

Form allows to perform following operations:

  • to display regions defined for country, drop-down the list of regions, by clicking on icon next to its name,
  • to edit settings of delivery region for country, click on pencil icon,
  • do the same thing, if you want to display or change settings of payment profile,
  • to edit grouped profiles (payment, delivery and VAT rates), use the pencil icon on the right.

After choosing a particular operation, you will be redirected to a proper form that will allow you to edit or modify desired settings.

How to configure payment profiles?

System of payments configuration is based on so-called payment profiles. Because sellers want to turn off some of the payment methods for customers from selected countries (regions), settings every payment parameter each time an order shows up in panel would be very uncomfortable. Payment profiles - exactly as delivery profiles - speed up this process.

You can create any number of payment profiles and delete those, you are not using anymore. Remember, that you need to have at least one payment profile. After choosing one of them to edit, you can change different parameters, such as turning on or off one of payment methods, change bank account numbers and many other things.

If you do not see a particular payment operator that you are interested in, just contact us and inform the IdoSell.com team about this fact!

Payment profiles configuration, one of ADMINISTRATION / Payments configuration / Payment profiles sites, allows you to create payment profiles and select payment methods supported in store. Top bar contains links to other pages of panel related to deliveries configuration.

Delivery and payment services settings for the country - this link leads to page, on which profiles can be assigned to stores and countries.

Add payment profile - clicking on this link will create a new payment profile.

Below these options there is a list of existing profiles. It has a form of a table, standard for the IdoSell administration panel. Its columns mean:

Name - payment profile name - it should be created in a way, that will allow for its easy identification when it comes to assigning profile to a country. Good idea is to name a profile after a country it will be assigned to.

Shop name - information, in which shop the indicated profiles is currently in use as a default profile - seen by a customer, when he visits the store for the first time, before he enters his contact data for his order. To set a selected profile as a default-one, go to ADMINISTRATION / Shop panel configuration.

Operations - list of available operations to perform - profile edition, adding and removal. You can also add payment methods to selected profile here.

How and where can I turn on support for nonstandard orders?

Nonstandard orders module is dedicated to handle orders with weight or delivery cost does not fit your profile criteria. If such order shows up, information will be displayed, informing customer about the fact, that delivery cost cannot be calculated and it will be determined by shop staff after placing an order.

To turn the nonstandard orders module on:

  • go to MODERATION / Shop behavior management,
  • select Placing orders option,
  • look for Allow custom orders (cost or weight of the order does not fit delivery profiles) function and set it to yes,
  • click on Save changes.

After saving changes, a new courier will show up in the administration panel - it will have * To be determined name and will be available in ADMINISTRATION / Courier setup. It will be visible only to shop staff.

Is there any way to set different payment profiles to single customers or groups of customers?

Payment profile is assigned to country and cannot be assigned to a single customer or group of retail customers (as the ones created in discount module). Separate profile can be however assigned to a group of wholesalers. Such assignment can be performed in ADMINISTRATION / Delivery and payment services settings for the country.

Where can I set the possibility of making a down payment after confirmation of order made by shop staff?

You can turn on the Block down payments during ordering process option in ADMINISTRATION / Delivery configuration / Delivery profiles / (profile)edit.

How to add region for a country?

Create a delivery profile, which will be assigned to region. Profiles can be added in ADMINISTRATION / Delivery configuration / Delivery profiles / Add new profile.
Then go to ADMINISTRATION / Delivery and payment services settings for the country / Add region,
select a country and add region to it, assign postal codes range and add delivery profile to it.
Every another region is added the same way.

How to run payment system in shop?

To run selected payments systems, go to ADMINISTRATION module, find the Payment configuration tab and select [edit] button next to name of payment profile, you are interested in.

In Payment profile configuration click on add a payment method to profile in Payment methods section. Than choose a country, in which you would like to use the indicated payment method, and payment system.

Notice: Some of payment systems require you to provide IDs and/or passwords. To obtain these data, contact provider of selected payment system.

How to add information about additional fee for payment?

To add information about additional costs of selected payment system, just add proper variables to description of indicated payment method.
Example information added to such description:

[iai:isset_payment_additional_cost_percent-begin]Additional fee for selected payment method: [iai:payment_additional_cost_percent][iai:isset_payment_additional_cost_percent-end][iai:isset_payment_additional_cost_fixed-begin] + [iai:payment_additional_cost_fixed][iai:isset_payment_additional_cost_fixed-end].

For example, shop mask will display the following message: "Additional fee for selected payment method: 2,3% + 0,80zł.

Can I change order of payment methods displayed in the first step of ordering process by myself?

Change of order is possible. To do this, go to payment profile edition:

ADMINISTRATION / Payment configuration / Payment profiles / edit profile.

It can be made by means of comfortable drag&drop method.

Notice: If - after making changes in your shop - nothing changed, please contact our Graphics Department via ticket, describing performed operations.

How does Delivery configuration work?

Setting proper delivery costs is one of the main parts of on-line sales. Delivery configuration options allows you to automatize calculation of payments for delivery. You can set delivery costs for all of the shops in panel and for many different countries. Just configure delivery profiles before you start to sell.

Calculating delivery costs can be performed in number of ways:

Situation 1:
Large-sized products sale - we recommend to include delivery costs of large-sized products in their price and leave the basic configuration of delivery profile. This will allow you to advertise your shop as the one offering cheap delivery costs.

Situation 2:
Delivery costs depends on products weight - in this case you should use weight ranges, that allow to differentiate delivery costs of products, depending of weight of entire order. It is necessary to enter weight in grams for every product.

Situation 3:
Lump-summed agreement with delivery company - assigning the same price to all products, when their weight/size do not affect delivery costs. It is much easier to conclude an agreement with shipping company, when you have all your costs set on average level. It is also very comfortable for shops, that sell large amounts of products, and for their customers, who see only one, low fee.

Situation 4:
Nonstandard delivery costs - require individual calculation every time. They are useful, when multiple factors influence delivery cost - i.e. weight, size, distance etc. In such case blocking of down payments is recommended. It will allow to enter nonstandard delivery costs by shop staff and inform customers about them, when costs will be fixed. Until then, customers will not be able to pay for order.

Situation 5:
Assigning particular groups of products to selected shipping companies - i.e. Royal Mail handles all orders with weight below 20 kg, couriers will handle orders heavier than 20 kg. You can set the weight ranges, that will allow to divide orders, so they could be handled by proper shipping companies as you want them to be handled.

Detailed configuration method can be found below.

Delivery configuration is profile-based, as we have informed earlier. All shipping methods used by shop are stored in single profile.

If you are selling abroad, you can create additional profiles and add new couriers for them, if - for example - delivery is offered on different conditions (other deliverers, different prices).

Correlation between these elements is dependent on assigning selected profile to a country. The simples situation is when one profile is assigned to a single country. Profile stores information about couriers, delivering shipments in indicated country.

Default profile is set on basis of country of origin of customer, who places an order in shop. You can - in addition - set the default profile to a customer manually. Just go to customer card and look for Shipping and tax settings, then - from Delivery profile - select default profile, which will be permanently assigned to a particular customer.

If there are more than one shops in panel, you can use one of two solutions:

  • if delivery conditions are the same for all shops, assign one profile to them,
  • if delivery conditions are different, create separate profiles for each shop.

Example:
FIRST PROFILE: GREAT BRITAIN -> FIRST PROFILE -> ROYAL MAIL + UPS -> delivery costs

Having this profile configured, you can deliver your products in Great Britain by means of one of two shipping companies added to profile. If you want to start to sell to Germany on different conditions, add new profile:

GERMANY -> SECOND PROFILE -> UPS -> delivery costs

Creating new profile, you can determine separate conditions of shipment for different countries - with other couriers and prices..

Remark of support department:
All shipping companies, that should be available in shop offer, must be added to one profile assigned to this particular store.


DELIVERY PROFILE EDITION

Delivery profile edition allows you to set shipping companies and delivery prices available in store. Order of couriers presentation can be changed with drag & drop method. Setting the default deliverer will cause a situation, when selected delivery method will be a default one during its selection. This will allow you to accent the preferred shipping delivery method: by moving it higher on the list and marking it as a default one.

Maximum value of non handled orders for one customer - limit amount, which is a sum of values of non handled orders placed by single customer. After exceeding this amount, placing another order by the same customer will be impossible.
This situation is a protection against a situation, in which a person places large number of orders only to reserve products in your store and interfere in your shop operation,

Remark of support department:
If you want to add a deliverer, please make sure, if it is active in panel. You can turn on deliverers in ADMINISTRATION / Courier configuration.

DELIVERY COSTS EDITION

Delivery costs edition can be performed in three modes:

SIMPLE MODE - used, when products weight do not affect delivery costs. Basic options are available in this mode and they allow to determine delivery costs, limit amount from which delivery is free, minimal and maximum order values. It is possible to add a percentage value of ordered products to delivery costs. It is used, when shipping company charges additional insurance.

WEIGHT RANGES - weight of products sold in store can vary significantly, which will of course affect delivery costs. Here you can determine weight ranges and set prices for them. Rest of options of simple mode are of course available too in this mode.

AMOUNT RANGES - value of products sold in store can vary significantly, which will of course affect delivery costs. Here you can determine amount ranges and set prices for them. Rest of options of simple mode are of course available too in this mode.

Remark of support department:
If you are using weight or amount ranges, remember to assign proper weight to products. After turning on ADMINISTRATION / Products configuration, weight can be later assigned on product card in panel. You can also mass-edit a group of products by means of group edition tool.

How can I set free delivery for particular product?

Our system has no dedicated tool to assign a free delivery to single products. But there is a solution to this. In delivery profiles, delivery cost can be related directly to basket contents value and their weight. In this case, the product weight can be used to achieve desired effect. Just set the nonstandard weight of selected products (i.e. 1 g or 1000000 g) and assign free delivery exactly to this weight.

Notice!

Please remember, that customer can order a number of such products, so range of free shipping should contain a multiplier of set product weight.

What is the operation principle of automatic optimal sorting of payment methods in settings of payment profiles page?

Sorting mechanism works basing on following criteria (in order presented on list, that can be found below):

  • banks (alphabetically),
  • credit cards,
  • bank transfers,
  • payment systems (which are not somehow linked to banks).

If the automatic sorting is turned on, you cannot change payment methods order manually. Automatic sorting settings is global, so it is assigned to all payment profiles.

What can I use Establishing your own delivery dates for regions for?

If you can run your own deliveries and you would like to define the delivery date yourself according to a given region, this module is exactly what you are looking for.

Just go to ADMINISTRATION / Delivery configuration.

It consists of 2 elements:

  • Delivery regions
  • Routes and delivery dates

Delivery regions – here you can create regions. Apart from the name, a region has to have an assigned country and a post code range. Post codes have to be unique for every country, so you can not create 2 regions in the same country with overlapping post codes.

Routes and delivery dates – here you can create routes which can be assigned to a given region later on. The date of a visit for a route becomes the date of a visit for every region of a given route. The table displays the nearest date of a visit. If you click on + next to the date, another dates for a given route are displayed. Dates which are no longer current are deleted during the route edit and are no longer displayed.

Notice:
The module will be active only if a customer chooses Shop delivery option. For the module to work correctly, you should contact our designers – the will activate a proper component in the template.

How does a minimal delivery cost paid by a customer work?

Minimal delivery cost paid by a customer can help to avoid the situation when a calculated percent from the order value is too low to be profitable for a shop. It means that a customer will never pay less than the value entered in this field. The only exception is entering a discount code for delivery costs.

How an order is divided into parcels while using weight ranges?

Products are matched to parcels from the heaviest to the lightest one, to optimize the number of parcels. Each consecutive product can then be placed in a parcel from the smallest weight range, to choose the best price for a customer (according to a rule: the smaller the package, the lower the price).

Example
We receive an order with 3 products:

  • product A - 3 pcs. 100G apiece
  • product B - 3 pcs. 250G apiece
  • product C - 2 pcs. 200G apiece

with three weight ranges to choose from:

  • range 1 – parcel up to 150g
  • range 2 - parcel up to 240g
  • range 3 - parcel up to 300g

Following parcels will be created in case of such configuration:

  • 3 parcels from the range 3 (up to 300g) each with a 1 pc. of product B (250g)
  • 1 parcel from the range 3 (up to 300g) with a 1 pc. of product C (200g) and a 1 pc. Of product A (100g)
  • 1 parcel from the range 2 (up to 240g) with a 1 pc. of product C (200g)
  • 1 parcel from the range 2 (up to 240g) with a 2 pcs. of product A (100g apiece)