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Customer Self Service (CSS) is enabled to accept PayPal payments easily and securely in the same way as Credit Card payments are processdprocessed. PayPal allows you to manage your account online and view transactions and the transaction status.

Info

Before

setting up

enabling PayPal in your Live production site, Commerce Vision recommend you undertake testing in your Stage

Site

site using the PayPal Sandbox environment.

Information about the PayPal Sandbox environment can be found at: https://developer.paypal.com/docs/classic/lifecycle/sb_overview/

  1. Sign up for a PayPal Business account.

  2. Configure your site for PayPal.
  3. Set Up the Punchout Document.
  4. Set the Document as the PayPal Template.
  5. Update the Customer Message Resource
  6. Update the Resource Value which displays the Payment page text so that customers know they can pay by Credit Card or PayPal
Signing up for a PayPal business account:

The PayPal business account sign up will ask you for details about your organisation, including business type and your business name.

Panel
titlePayPal - Sign Up
borderStylesolid
  1. To sign up with PayPal go to https://www.paypal.com/au/webapps/mpp/merchant
  2. Record your business identification details for the web site configuration

...

To Configure your site for PayPal:

...

...

  1. Once you have successfully created your PayPal account, log a support call with Commerce Vision to have your

...

  1. Stage site configured.
  2. Provide the URL of your Stage

...

  1. site and a date

...

  1. by which the configuration is required.
  2. Commerce Vision will advise you when the system and menu have been configured.

...

Setting up the Punch Out Document:

...

 

 

Once the Support team have added the Punch Out Document as a to the menu item, you can then create the document that is sent to PayPal when payments are processed.

...

To Set Up the Punch Out Document:
  1. Login as an Administrator.
  2. Navigate to 'Settings' --> 'Punchout Document' (/zPunchOutDocuments.aspx).
  3. Click the 'cXML Document Setup' tab.
  4. Click 'New'.
  5. Populate the fields as follows:
    • Document Code: SandBoxTest
    • Description: SandBoxTestCV
    • Document Type: PayPal

    • Header Template: use the code snippet below

...

...

    • Code Block
      titleCode Snippet
      <html>
<body>
<form ID="form" name="form" action="https://www.sandbox.paypal.com/cgi-bin/webscr" method="post">
<input type="hidden" name="cmd" value="_cart">
<input type="hidden" name="upload" value="1">
<input type="hidden" name="business" value="example@commercevision.com.au">
<input type="hidden" name="no_shipping" value="1">
<input type="hidden" name="no_note" value="1">
<input type="hidden" name="currency_code" value="[order:socurrcode]">
<input type="hidden" name="lc" value="AU">
<input type="hidden" name="custom" value="[receipt:ReceiptNumber]">
<input type="hidden" name="return" value="http://www.YourWebSite.com/OnlinePaymentOK.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]">
<input type="hidden" name="cancel_return" value="http://www.YourWebSite.com/OnlinePaymentFail.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]">
<input type="hidden" name="rm" value="2">
<input type="hidden" name="item_name_1" value="Order Total - Your Business Name">
<input type="hidden" name="item_number_1" value="Order">
<input type="hidden" name="amount_1" value="[ORDER:SOORDERTOTALAMOUNT]">
<input type="hidden" name="notify_url" value="http://www.YourWebSite/PayPalNotify.aspx">
<script language="Javascript">
document.forms["form"].submit();
</script>
</form>
</body>
</html>

...

  1. Update the highlighted text with your information:
    • Line 1 - The form action is the Sandbox URL provided by PayPal
    • Line 4 - The name value is your business identification created by PayPal
    • Line 10 -The name value is the address of your website and the page that customers are returned to when a payment has been successful. The complete URL address is required; do not remove the address from OnlinePaymentFail onwards
    • Line11 - The name value is the address of your website and the page that customers are returned to when a payment has been unsuccessful. The complete URL address is required; do not remove the address from OnlinePaymentFail onwards
    • Line 13 - The name value is the message displayed to users when processing the order
    • Line 16 - The name value is the is the address PayPal use to communicate with your website

 

 

To Set the Document Code as the PayPal template:

...

  1. Login as an Administrator.
  2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
  3. Click the 'Orders' tab.
  4. Click the 'Credit Cards' sub-tab.
  5. Locate the 'PayPal Template' setting.
  6. Using the drop down menu, select the document code

...

  1. you

...

  1. created

...

  1. (e.g. SandboxTest

...

The message that is displayed to the customer needs to be set up and/or maintained:

...

  1. ).
  2. Click the 'Update' button to save.

 

To Update the Message Displayed to the Customer:
  1. Login as an Administrator.
  2. Navigate to 'Content' --> 'Resource Manager' (/zResourceMaintenance.aspx).
  3. Search for 'PayPalPaymentSummary'.
  4. Select the record via radio button.
  5. Click 'Modify'.

  6. Copy the code snippet below and paste into the 'Resource Value' field.

    Code Block
    titleCode Snippet
    <BR><table class='text'><tr><td><img src='images/Controls/paypal.gif'></td><td>Please pay this transaction using your Pay Pal. Once your payment has been received, we will despatch your order.</td></tr></table>'
  7. Click 'OK' to save.

 

...

The final step before testing is to maintain update the Resource Value that that which displays the text in the Payment page text so that customers know they can pay by Credit Card or Paypal:

...

PayPal. 

To Update the Payment page text Resource:
  1. Login as an Administrator.
  2. Navigate to 'Content' --> 'Resource Manager' (/zResourceMaintenance.aspx).
  3. Search for 'rcPayByCardOrEft'.
  4. Select the

...

  1. record via radio button.
  2. Click 'Modify'.
  3. In the 'Resource Value' field type: Credit Card / PayPal Payment

...

  1. Click 'OK' to save.


 

Info
titleERP

Your PayPal payments will appear in your ERP package as normal cash receipts. Orders are held on the website until the payment has been verified and accepted. You can view all payments via your PayPal online account. 

Info
titleSandbox

Information about the PayPal Sandbox environment can be found at:https://www.x.com/developers/paypal/documentation-tools/quick-start-guides/paypal-sandbox-getting-started-guide

 

 

 

 

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