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  1. Sign up for a PayPal Business account.

  2. Configure your site for PayPal.
  3. Set up the Punchout Document.
  4. Set the Document code as the PayPal Template.
  5. Update the Customer Message Resource.
  6. Update the Resource Value which displays the Payment Options text.

Step-by-step guides

To Sign up for a PayPal Business account:
  1. Visit PayPal's Merchant signup page - https://www.paypal.com/au/webapps/mpp/accept-payments-online
  2. The PayPal business account sign up process will require details about your organisation, including business type and business name. 

  3. Record your PayPal business identification details for the web site configuration. 

Info

Commerce Vision can put you in touch with a dedicated Account Manager to make this process as simple as possible. Contact Commerce Vision to get started.

 

 

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 Stage site configured.
  2. Provide the URL of your Stage site and a date by which the configuration is required.
  3. Commerce Vision will advise you when the system and menu have been configured.

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Once the Support team have added the Punchout Document to the menu, you can create the document that is sent to PayPal when payments are processed.

To Create the Punchout 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
      linenumberstrue
      <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.com/PayPalNotify.aspx">
<input type="hidden" name="address_override" value="1">
<input type="hidden" name="address1" value="[ORDER:SoDelAddr2]">
<input type="hidden" name="address2" value="[ORDER:SoDelAddr3]">
<input type="hidden" name="city" value="[ORDER:SoDelSuburb]">
<input type="hidden" name="country" value="AU">
<input type="hidden" name="email" value="[ORDER:SoUserIDCode]">
<input type="hidden" name="first_name" value="[ORDER:SoDelAddr1]">
<input type="hidden" name="zip" value="[ORDER:SoDelPostcode]">
<script language="Javascript">
document.forms["form"].submit();
</script>
</form>
</body>
</html>
  6. Update the following code lines with your information:
    • Line 3 - Replace the value "https://www.sandbox.paypal.com/cgi-bin/webscr" with the Sandbox URL provided by PayPal.
    • Line 6 - Replace the value "example@commercevision.com.au" with your business identification created by PayPal.
    • Line 12 - Replace the value "http://www.YourWebSite.com/OnlinePaymentOK.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]" with the address of your website and the page customers are returned to when a payment has been successful. The complete URL address is required; do not remove the address from 'OnlinePaymentOK' onwards.
    • Line13 - Replace the value "http://www.YourWebSite.com/OnlinePaymentFail.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]"  with the address of your website and the page 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 15 - Replace the value "Order Total - Your Business Name" with the message displayed to users during payment processing.
    • Line 18 - Replace the value "http://www.YourWebSite.com/PayPalNotify.aspx" with the address PayPal use to communicate with your website.
  7. Click 'OK' to save.

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 you created (e.g. SandboxTest).
  7. Click the 'Update' button to save.

 

To Update the Message Displayed to the Customer during Checkout:
  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='https://www.paypalobjects.com/webstatic/mktg/logo/pp_cc_mark_37x23.jpg'></td><br><td>Please pay this transaction using your PayPal. Once your payment has been received, we will despatch your order.</td></tr></table>
  7. Update the image source and message text if required.
  8. Click 'OK' to save.
    PayPalPaymentSummary example 

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The final step before testing is to update the Resource Value which displays the Payment options text; this lets customers know they can pay by Credit Card or PayPal. 

To Update the Payment Option text Resource:
  1. Login as an Administrator.
  2. Navigate to 'Content' --> 'Resource Manager' (/zResourceMaintenance.aspx).
  3. Search for 'rcPayByCardOrEft'.
  4. Select the record via radio button.
  5. Click 'Modify'.
  6. Update the 'Resource Value' field with "Credit Card / PayPal Payment" (or similar)
  7. Click 'OK' to save.
    rcPayByCardOrEft Resource example 

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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. 

 

 

 

 

 

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