Chapter 4: Get Ready for Selling

Last modified by David at Varien on Thu, May 8, 2008 12:21
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Checkout Process

In this chapter we will discuss the details of the checkout process, including localization, Taxes, Shipping Methods, and Payment Methods. But before describing each aspect of the checkout process in depth, let’s take a moment to discuss the checkout process as a whole, along with some of the basic checkout configuration settings. This way, you will have a better understanding of how localization, Taxes, Shipping, and Payment fit into the checkout process, giving each section a bit more context.

The process first begins when your customer adds a product to their cart. They can be redirected to the cart each time they add a product, or remain on the product page, only to be directed to the cart if they click one of the various shopping cart links. You can configure this setting by navigating to System > Configuration, clicking on the Checkout tab in the left column, and choose your preference from the After adding a product redirect to shopping cart drop-down. Magento automatically saves the contents of your customers’ shopping carts, but you can limit the amount of time a product will remain in the cart by entering the limit, in days, in the Quote Lifetime field. If your customer continues shopping, they will have a quick view of the shopping cart in the right column of all category, product and CMS pages that include the right column (which you can specify in the design settings for each page individually).

shopping_cart_quick_view.jpg

At the top of the cart view will be a summary of the quantity of items in the cart. This can display either the number of different products (line items) or the total quantity of each line item. You can specify this setting in the Display Cart Summary drop-down.

When your customers arrive to the shopping cart, they will see each product listed in a separate row. Each product here is referred to as a line item. For each line item, your customers have the option to add quantity to it, or remove it from the cart altogether, and this can be done at any time. The image that displays for each line item is the Thumbnail image that you selected for each product. For Grouped and Configurable products, however, you have the option to use the Thumbnail of the Grouped or Configurable product, or the Thumbnail of the associated Simple Product. This is designated in the Grouped product image and Configurable product image drop-downs, respectively. To use the Thumbnail of the Grouped/Configurable Product, select Parent Product Thumbnail. To use the Thumbnail of the associated Simple Product, select Product Thumbnail itself. In the cart there is also a link to Continue Shopping, so that your customers can add more products to the cart. If they have a coupon code which will offer them a discount, they must enter it in the Shopping Cart, in the Discount Codes field (there is more information about Shopping Cart Price Rules in Chapter 5: Promotions, Marketing and Content Pages), in order for it to be applied during Checkout.

checkout_discount.jpg

When they click the Apply Coupon button, the coupon will be applied to the cart and appear in the checkout totals in the bottom right corner. You customers can also receive Shipping and Tax estimates prior to the checkout process. They must enter their Country, State/Province, and Zip/Postal Code in the Estimate Shipping and Tax field, and click Get a Quote. The available shipping rates will appear directly below.

shipping_estimate.jpg

Your customers can then click the Update Total button, and the selected shipping rate, along with the tax (if applicable) will add to the checkout totals in the bottom right corner. Your customers can change shipping rates at any time, and refresh the checkout totals by clicking the Update Total button again. The checkout totals includes the Subtotal, Discount, Shipping, Tax, and Grand Total.

order_totals.jpg

You can configure the order of these amounts by navigating to System > Configuration, clicking on the Sales tab in the left column, and entering the sort orders in the Checkout totals sort order section.

The tax will vary depending on the tax settings you specify. Navigate to System > Configuration, and click on the Sales tab in the left column. Here, you can designate whether to Apply Tax after Discount. If you select Yes, the tax will calculate as a percentage of the discounted price rather than the Subtotal. You can also choose the Tax Class for Shipping, if you want to charge tax on the shipping costs (more on this in the Taxes section below). Lastly, you can calculate the Tax Based On the customers’ billing or shipping address, or the shipping origin (the address of your store or warehouse, which you can define in the Shipping Settings tab). If you choose to base tax on the shipping origin, which is a fixed address that you must configure, your tax rates will be fixed, and you will then have the option to set Catalog prices include tax to Yes. If you do, Magento will subtract sales tax from the product price you entered in the catalog. For example, you have a product listed for $110.00, and the tax rate is 10%. Instead of the customer being charged 10% on top of the $110.00, and paying $121.00 total, they will only pay $110.00 total. The actual product price will therefore be $100.00, and the other $10.00 will be used as the sales tax ($10.00 is 10% of $100.00). The $100.00 price will be shown in the shopping cart as the Unit Price (Excl. Tax), or the price excluding tax, so your customers can see that the tax was already included in the catalog price they saw in your site.

tax_included_1.jpg

Tax not included in catalog price

tax_included_2.jpg

Tax included in catalog price

When your customers have added all the items they want to purchase to the cart, they will click the Proceed to Checkout button in the cart. There is also a Checkout button in the Shopping Cart quick view, and a Checkout link in the page header at all times (if you have PayPal or Google Checkout enabled, separate checkout buttons will appear for these options). If they are not already logged in, they will have three options: Checkout as Guest, Register, and LOGIN.

Please click the image to see a larger version.

If they choose to Checkout as Guest, they will enter all of the necessary order information, however an account will not be created for them when the checkout is complete. You can disable guest checkout by navigating to System > Configuration, clicking the Checkout tab in the left column, and selecting No from the Allow Guest Checkout drop-down. If they choose to Register, they will enter all of the necessary order information, including a password, and an account will be created simultaneously when the checkout is complete. If they choose to LOGIN, they must first enter their Email Address and Password, which will retrieve all of their account information, and they will only be required to enter the necessary order information which is not currently saved (for example, if they do not already have any addresses saved to their account).

Regardless of which of these three options they choose, they will checkout using Magento’s one-page checkout platform. This makes the checkout process easier than ever, with all the checkout information conveniently located on the same page, divided into separate tabs for better organization. The first tab includes the Billing Information (as well as name, email, and password, if needed), and the ability to select from different addresses and create new addresses. The second tab includes the Shipping Information, as well as the ability to change or add addresses. In the first tab, your customers have the option to specify that the shipping address will be the same as the billing address, in which case the second tab will be skipped altogether. The third tab will include the available shipping methods, as well as the option to add gift messages, if they are enabled. Gift messages can be applied to the order as a whole, or individually to each product. You can configure this by navigating to System > Configuration, and clicking the Sales tab in the left column. The Allow Gift Messages on Order Level drop-down controls whether one gift message can be placed for the whole order, and the Allow Gift Messages for Order Items drop-down controls whether one gift message can be placed for each product. You can choose to enable both, or just one. In the Shipping Method tab, the Order Level gift message will have a From field, To field and a Message field. The Item Level gift message(s) will have the same fields, as well as an indication as to which product the gift message is associated. The From and To fields will autopopulate with the billing address name and shipping address name, respectively. The fourth tab will include the Payment Information. The fifth tab will include the Order Review, and the Place Order button, which completes the order.

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As your customers proceed through checkout, the information from each tab will be update in the Your Checkout Progress menu in the right column.

checkout_progress.jpg

If you wish, Magento will automatically notify you via RSS Feed of the creation of all new Orders, whether created in front-end the or the admin. In order to use this RSS feed, navigate to Sales > Orders, and click the New Order RSS link at the top of the page. You will be prompted to enter your User Name and Password. These are the same that you use to access the Magento admin panel. You will be redirected to the RSS page, where you can select which reader you would like to use for receiving this feed. This concludes the checkout process. Now, let’s a more detailed look at some of the aspects of the checkout process.

Localization Settings

When you first installed Magento, you were required to select your localization settings. This includes you Locale, Timezone, and Default Currency. Just because these were configured during installation doesn’t meant you don’t have access to them any time you want. These can be reconfigured at any time.

Locale Settings

You can reconfigure your Timezone and Locale settings by navigating to System > Configuration, and clicking on the General tab. This page also contains other very important configuration settings, so let’s take this opportunity to discuss them along with the discussion of the localization settings.

Countries options
  • Default country - Any time a country drop-down is present, in the admin or the front-end, it will automatically be populated with the country selected from this list. The option you select here should be included in the Allow countries list below.
  • Allow countries - Any time a country drop-down is present, only the options selected from this list will be available to select in the drop-down.
Locale options
  • Timezone - Controls all settings related to time in your site, such as timestamps or automated processes.
  • Locale - Controls the default language of your site.

Currency

The other localization setting – Currency – can be reconfigured in a different location. In addition to merely being able to select which currency will be your default currency, there are many other currency settings that you can configure at this time as well.

Currency Configuration

To configure the currency settings, navigate to System > Configuration, and select the Currency Setup tab in the left column.

Currencies Options
  • Allowed currencies - Select from this list each currency with which you would like your customers to be able to place Orders. This can be unique for each website or store view. The currencies that display in this list are actually determined in another currency list. Navigate to System > Configuration, and select the System tab in the left column. In the Currency section, there is a list of Installed Currencies. This list contains many obsolete 20th century currencies in addition to the current ones. By default, only current currencies will be selected, and therefore only those currencies will display in the Allowed currencies list. However, you have the option to select the obsolete currencies, and add them to the Allowed currencies list. The Installed Currencies list, therefore, acts like a filter, so that the Allowed currencies list is not cluttered with obsolete currencies that most store owners will not use. If you select more than one currency from the Allowed currencies list (and define currency rates, which will be covered below), a Select Your Currency drop-down will appear on the category and product pages on the front-end, through which your customers can choose their preferred currency method.

currency_front_end.jpg

  • Default display currency - This is the currency that will be selected on the front-end when your customers first arrive to your website, before changing it in the Select Your Currency drop-down. If you are only allowing one currency in your site, this will be the same as the allowed currency. If you are allowing multiple currencies in your site, you can choose which of those currencies will be the default. Make sure that the Default display currency has been selected as an Allowed Currency.
  • Base currency - This is the currency against which all other allowed currencies will be configured, based on the ratios established in the Manage Currency page (covered below). You can establish different Base Currencies per website (so long as the Catalog Price Scope in the Catalog tab is set to Website). Each website level Base Currency will have its own row in the Manage Currency page. While you can allow multiple currencies in which to display your product prices, this is the currency that will be used for payment transactions with online payment gateways (this is only if you have enabled one or more online payment methods in your Payment Methods configuration; there is more about this later in the chapter).
Import Settings

This section is to set up automatic updates of currency rates through an external currency rate provider. You can manually update the currency rates using an external currency rate provider in the Manage Currency page (covered below).

  • Enabled - Select Yes to Enable automatic currency rate updates.
  • Service - Select which external currency rate provider you with which you wish to update your rates. By default, Magento is configured to import rates from Webservicex.
  • Start Time - Select the time of day (in 24 hour mode) at which you wish to update your rates.
  • Frequency - Designate whether you want the rates to update Daily, Weekly, or Monthly.
  • Error Email Recipient - Enter the email address to which emails will be sent in case an error occurs during the automatic update.
  • Error Email Sender - Select the address from which the error notification email will be sent. For more information on how to configure these email addresses, refer to Chapter 6: Customers.
  • Error Email Template - Select the template which the error notification email will use. For more information on how to configure these templates, refer to Chapter 6: Customers.

Currency Rates

These can be configured by navigating to System > Manage Currency Rates. This page contains a table of Base Currencies and Allowed Currencies, with the relative value of each compared to the Base Currency. Each Base Currency will have its own row, and each Allowed Currency will have its own column. When the row value and column value for a cell are the same (for example, where the US Dollars Base Currency and Allowed Currency intersect), the rate will be 1.0000. All other rates in the same row will be a ratio of this. You can enter the rates of the other currencies manually, or import them from an external currency rate provider in the Import Service drop-down. By default, Magento is configured to import rates from Webservicex. Select this from the drop-down, and click Import. The Allowed Currencies will populate with the most current conversion rates. If you had rates previously entered, they will now display underneath the field, as the Old rate. You can revert to these old rates by clicking Reset. When your currency rates are configured correctly, click Save Currency Rates.

Please click the image to see a larger version.

There are 2 base currencies (1 per Website) and 8 display currencies

Taxes

Tax Rates

Magento allows full control over your store’s Tax Rates, from a single statewide rate to rates per zip code. The proper term Tax Rate, as defined in Magento, is used to describe a set of up to five individual tax rates, which will be applied to different combinations of Customer Tax Classes and Product Tax Classes when you create your Tax Rules. These tax features will be discussed in more detail later in the chapter. To define Tax Rates, navigate to Sales > Tax > Manage Tax Rates and select Add New Tax Rate.

  • Country - First, select the country associated to this shipping rate. Magento locates the appropriate Tax Rate by matching the customer’s shipping address country to the Tax Rate country. For example, if you select United Statues from this list, all customers whose shipping address country is United States will have their tax calculated based upon this Tax Rate.
  • State - If the country has different tax rates in different states, you can specify the state using this drop-down. By default, an asterisk will be selected in the drop-down. This means the this Tax Rate will apply to all customers from the given country, regardless of the state. For most countries, the drop-down will be inactive, so that you will not be able to specify a state. There are six countries – Austria, Canada, Germany, Spain, Switzerland, and United States – which have options that can be selected from this drop-down. If you already created a Tax Rate for the United States, with an asterisk for the state, this will be the standard Tax Rate for the United States, and will apply to all customers whose shipping address is the United States. However, you can now create a new Tax Rate, and select California as the state. Now, all orders with a United States shipping country will use the standard Tax Rate, unless the shipping state is California, in which case it will use the specific Tax Rate. You can create a Tax Rate for each state that differs from the standard United States Tax Rate.
  • Zip/Post Code - If the country or state has different tax rates in different zip codes, you can enter a zip code in this field. Note: You can specify a zip code even if you have not specified a state. By default, this field will contain an asterisk. This means that this Tax Rate will apply to all customers from the given country or state, regardless of the zip code. Therefore, this will be the standard Tax Rate for California and will apply to all customers whose shipping state is California. However, if the zip code 90064 has different tax rates than the other zip codes in California (and in this example, it does), you would create another California Tax Rate, where you specify the zip code as 90064. Now, all orders with a California shipping country will use the standard Tax Rate, unless the shipping zip code is 90064, in which case it will use the specific tax rate. You can create a Tax Rate for each zip code that differs from the standard California Tax Rate.
  • Rate 1-5 - Now that you have defined to which region this Tax Rate will apply, you have the option to define up to five different tax rates. Tax rates apply at the item level, because it can differ depending on the Product Tax Class of each item. It will calculate as a percentage of the price of the item. Magento will choose which of the five tax rates to apply to the item based on the location defined above and which rate is defined in the Tax Rules. For example, for the standard California Tax Rate, you can define Rate 1 as 8(%), and Rate 2 as 4, and Rate 3 as 2. For the 90064 zip code, you can define Rate 1 as 9, and Rate 2 as 4.5, and Rate 3 as 2.25.

tax_rate.jpg

If you navigate to Sales > Tax > Import / Export Tax Rates, you can create a batch of new Tax Rates. You can upload a .csv file containing a column for Country, State, Zip/Postal Code, and a column for each Rate. First, you must Browse for the file, and then click Import Tax Rates. This is especially useful if you have many different regions for which you must create different Tax Rates, because this is much more efficient than creating each Tax Rate individually. In this page, you can also Export Tax Rates, which will create a .csv listing all saved Tax Rates. This is useful when first creating Tax Rates, because you can export a blank .csv template, enter your rates manually, save, and then import this same .csv file.

tax_rate_export.jpg

Tax Classes

Combined with Tax Rates, Tax Classes define Tax Rules. There are two kinds of Tax Classes: Customer and Product. Each type of class can be created simply by entering a name. The Customer Tax Classes will then be assigned to individual customers, and the Product Tax Classes will be assigned to individual products. Magento will determine which tax rate (1-5) to apply to an each item in an Order based on the combination of the customer’s Customer Tax Class and each item’s Product Tax Class in the Tax Rules.

Customer Tax Classes

Customer Tax Classes are associated to Customers by assigning them to Customer Groups, which are then assigned to Customers. By default, Magento will include one Customer Tax Class: Retail Customer. This Tax Class will be assigned to the two default Customer Groups: General and Not Logged In. You will learn how to change the Tax Class associated to these Customer Groups, create new Customer Groups, and associate Customer Groups to Customers in Chapter 6: Customers. If you have different Tax Rules that will apply to Wholesale customers, you will want to create a new Customer Tax Class.

  1. To define the Customer Tax Classes, navigate to Sales > Tax > Customer Tax Classes.
  2. Click Add New in the top right of the page.
  3. Enter the Class Name (in this case, Wholesale Customer).
  4. Click Save Class.

Product Tax Classes

Product Tax Classes are associated to Products. By default, Magento will include one Product Tax Class: Taxable Goods. If you have different Tax Rules that will apply to Apparel, you will want to create a new Product Tax Class. You can configure all new products to default to your preferred Product Tax Class by navigating to System > Configuration, selecting the Catalog tab, and choosing that Product Tax Class from the Default Tax Class drop-down.

  1. To define the Product Tax Classes, navigate to Sales > Tax > Product Tax Classes.
  2. Click Add New in the top right of the page.
  3. Enter the Class Name (in this case, Apparel).
  4. Click Save Class.

tax_class.jpg

Note: If you wish to charge tax on shipping, you may want to create a Product Tax Class that will be used solely to configure the shipping tax. Magento approaches shipping as another item in the Order, so it must be associated to a Product Tax Class. You can associate it to one of the same Tax Classes that you use for your products, or create a separate one that is unique for shipping tax. This can be done by navigating to System > Configuration, clicking the Sales tab, and selecting the Tax Class from the Tax Class for Shipping drop-down. If you select None, shipping will not be taxed. If do you choose to tax shipping, the rates will be calculated based on your Tax Rules, just as with any item in an Order.

Tax Rules

Now that you have established Your Tax Rates and Classes, you are ready to define your Tax Rules. If you need to have different tax rates for your different combinations of Customer Tax Classes and Product Tax Classes, you can define a Tax Rule for each scenario. Let’s first define the most common scenario: Retail Customers purchasing Taxable Goods. This is what Rate 1 is designated for.

  1. Navigate to Sales > Tax > Manage Tax Rules.
  2. Click Add New Tax Rule in the top right of the page.
  3. Select the Customer Tax Class from the drop-down (in this case, Retail Customer).
  4. Select the Product Tax Class (in this case, Taxable Goods).
  5. Select the Tax Rate (in this case, Rate 1).
  6. Click Save Rule.

Now, whenever a Retail Customer purchases a Taxable Goods product, they will be taxed the rate defined in Rate 1. Customers in the 90064 zip code will be charged 9% of the item price. Customers in the rest of the state of California will be charged 8% of the item price.

Wholesale Customers, however, are only required to pay half the tax of Retail Customers. Therefore, you would create a new Tax Rule. Select Wholesale Customer in the Customer Tax Class drop-down, and Rate 2 (which is half the amount of Rate 1) in the Tax Rate drop-down. Now, whenever a Wholesale Customer purchases a Taxable Goods product, they will be taxed the rate defined in Rate 2. Customers in the 90064 zip code will be charged 4.5% of the item price. Customers in the rest of the state of California will be charged 4% of the item price.

Again, there is another exception to the scenario defined in the first Tax Rule. Apparel is taxed at half the rate as other Taxable Goods. Therefore, you would create another new Tax Rule. Leave the Customer Tax Class as Retail Customer, but select Apparel in the Product Tax Class drop-down, and Rate 2 (which is half the amount of Rate 1) in the Tax Rate drop-down. Now, whenever a Retail Customer purchases an Apparel product, they will be taxed the rate defined in Rate 2. Customers in the 90064 zip code will be charged 4.5% of the item price. Customers in the rest of the state of California will be charged 4% of the item price.

But what if a Wholesale Customer purchases an Apparel item? They should be taxed at half the rate defined in second or third scenarios, which is a quarter the rate defined in the first scenario. Create a new Tax Rule. Select Wholesale Customer in the Customer Tax Class drop-down, Apparel in the Product Tax Class drop-down, and Rate 3 (which is a quarter the amount of Rate 1) in the Tax Rate drop-down. Now, whenever a Wholesale Customer purchases an Apparel product, they will be taxed the rate defined in Rate 3. Customers in the 90064 zip code will be charged 2.25% of the item price. Customers in the rest of the state of California will be charged 2% of the item price.

tax_rule.jpg

Shipping Options

Shipping Settings

Configure the Shipping Settings by navigating to System > Configuration and selecting the Shipping Settings tab in the left column.

Origin

Enter the Country, Region/State, ZIP/Postal Code, and City from where the shipments will be sent (i.e. the location of your company and/or warehouse). This value will be one half of the equation used to calculate the shipping rates for the external shipping gateways (UPS, USPS, FedEx and DHL). The customer’s shipping address will be the other half of the equation. Additionally, if you choose to calculate the tax in an Order based on the Shipping origin (which you can configure in the Sales tab), Magento will use the address from these Origin fields.

Options
  • Allow Shipping to multiple addresses - If you select No, your customers can only enter one shipping address per Order, where all the items in the Order will be shipped. If you select Yes, your customers will have the option to ship to multiple addresses. A link entitled Checkout with Multiple Addresses will appear in the shopping cart, below the regular Proceed to Checkout button. In order to use this checkout method, your customers must have a registered account, even if you have chosen to allow guest checkout. From this checkout page, each unit of each item will be divided up. Your customers can quantity to any product in the list, delete any product, and choose a different address for each as well (or add a new address if they don’t have the correct one saved in their address book yet). Please click the image to see a larger version. The shipping method can be different for each address as well. Please click the image to see a larger version.
  • Maximum qty allowed for Shipping to multiple addresses - You can determine the maximum quantity that a customer can enter in the Qty field for each item. When the Update Qty & Addresses button is clicked, the quantity is split up, so that there is a separate line for each unit. Entering a limit for this quantity would prevent a customer from entering a very high number, such as 1,000,000, and potentially causing the server to time out.

When an Order with multiple shipping addresses is completed, it will split into multiple Orders. There will be one Order for each unique shipping address, and your customer will receive separate email notifications for each shipping address as well. This is because in the admin, there can only be one shipping address per order. Because the Order is split, each Order in the admin is fulfilled the exact same way as a regular Order. For more information on managing Orders and Order fulfillment, refer to Chapter 8: Managing Orders.

Shipping Methods

Configure the Shipping Methods by navigating to System > Configuration and selecting the Shipping Methods tab in the left column.

Flat Rate

shipping_flat_rate.jpg

  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title will display beneath it, with a radio button that the customer can select.
  • Method Name - The external shipping gateways provide the names of the individual shipping methods to Magento. Because this method is not an external gateway, you must designate the name of the individual method here. The radio button that the customer can select will appear next to this Method Name. There is only one individual shipping method available, so there is only one field under Method Name.
  • Type - If you select Per Order, the Price that you designate below will be the shipping charge for the entire Order. If you select Per Item, the Price will be multiplied by the quantity of items in the Order.
  • Price - For the Flat Rate, you determine the amount your customers will be charged for shipping.
  • Calculate Handling Fee - If you enter a Handling Fee below, this determines how the Handling Fee will be calculated. It can be a fixed monetary amount, or a percentage of the total shipping price.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the Price. There is no indication in the Order that an additional Handling Fee has been added to the shipping Price.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
Table Rates
  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title will display beneath it, with a radio button that the customer can select.
  • Method Name - The external shipping gateways provide the names of the individual shipping methods to Magento. Because this method is not an external gateway, you must designate the name of the individual method here. The radio button that the customer can select will appear next to this Method Name. There is only one individual shipping method available, so there is only one field under Method Name.
  • Condition - This determines which aspects of the order will be used to select the proper shipping price. Table Rates must be calculated using the Destination, however the Destination can be calculated in conjunction with either the Weight, Price, of # of Items. Depending on your selection, the .csv format that is required will include columns defining the Destiantion, in addition to a column for either the Weight, Price, or # of Items, respectively.
  • Export - This option can only be seen at the Website level. It is not a global option. To use it, you must first select one of your Websites from the Current Configuration Scope menu. This will produce a .csv file in the format necessary to enter rates given the option chosen from the Condition drop-down. Enter the rates and other applicable data into the file, and save. If the Condition was Price vs. Destination, your .csv file might look something like this:

shipping_table_rate.jpg

  • Import - This option can only be seen at the Website level. It is not a global option. To use it, you must first select one of your Websites from the Current Configuration Scope menu. Use this to locate the .csv file that you saved, and upload it, defining the rate Magento will use for each scenario defined by the Condition.
  • Calculate Handling Fee - If you enter a Handling Fee below, this determines how the Handling Fee will be calculated. It can be a fixed monetary amount, or a percentage of the total shipping price.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the shipping cost. There is no indication in the Order that an additional Handling Fee has been added to the shipping cost.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above. If this method is not available because you have not defined the customer’s shipping address in your rates, this method will not display as an available shipping method during checkout.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
Free Shipping
  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title will display beneath it, with a radio button that the customer can select.
  • Method Name - The external shipping gateways provide the names of the individual shipping methods to Magento. Because this method is not an external gateway, you must designate the name of the individual method here. The radio button that the customer can select will appear next to this Method Name. There is only one individual shipping method available, so there is only one field under Method Name.
  • Minimum order amount - You can designate that Free Shipping will only be offered to your customers if they have ordered a minimum monetary amount of products. If this minimum is not reached, this option will not appear in the Shipping Method list.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
UPS

shipping_gateways.jpg

  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • UPS type - To use United Parcel Service XML, you need to have a license number and password.
  • Gateway URL - This is the URL which Magento uses to connect to UPS and receive live shipping rates. It will be prepopulated by default.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title (listed in the Allowed Methods list below) will display beneath it, with a radio button that the customer can select.
  • Container - Select the container type that you typically use to package the products ordered from your store. UPS will only deliver packages weighing up to 150 lbs.
  • Destination Type - Select the destination to which you typically deliver your Orders, Residential or Commercial.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the shipping cost provided by UPS. There is no indication in the Order that an additional Handling Fee has been added to the shipping cost.
  • Pickup method - Select the method by which you prefer to deliver your packages to UPS.
  • Allowed Methods - UPS offers a variety of shipping methods. You can choose which of this carrier’s shipping methods to allow by selecting them from this menu. The methods you select will display on the front-end under the Title you designate for UPS.
  • Free Method - In this drop-down, you can select which of this carrier’s shipping methods you want to offer your customers for free. Or, you can select None. This is similar to the Free Shipping method above, however it will be listed with the UPS section and contain the name of the UPS shipping method, so that your customers know exactly by which method their order will be shipped to them.
  • Minimum order amount for free shipping - Also similar to the Free Shipping method above, you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free. If this minimum is not reached, this option will still appear in the list of UPS methods, however it will cost the amount designated by UPS. This field will be inactive if you select None for Free Method above.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above. If this method is not available because UPS does not deliver to the customer’s shipping address, this method will automatically display with the Displayed Error Message.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
USPS
  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Gateway URL - This is the URL which Magento uses to connect to USPS and receive live shipping rates. It will be prepopulated by default.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title (listed in the Allowed Methods list below) will display beneath it, with a radio button that the customer can select.
  • User ID - You must create an account with USPS, and this value will provided by them.
  • Container - Select the container type that you typically use to package the products ordered from your store. USPS will only deliver packages weighing up to 70 lbs.
  • Size - Select the container size that you typically use to package the products ordered from your store.
  • Machinable - It is recommended that you select Yes.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the shipping cost provided by USPS. There is no indication in the Order that an additional Handling Fee has been added to the shipping cost.
  • Allowed Methods - USPS offers a variety of shipping methods. You can choose which of this carrier’s shipping methods to allow by selecting them from this menu. The methods you select will display on the front-end under the Title you designate for USPS.
  • Free Method - In this drop-down, you can select which of this carrier’s shipping methods you want to offer your customers for free. Or, you can select None. This is similar to the Free Shipping method above, however it will be listed with the USPS section and contain the name of the USPS shipping method, so that your customers know exactly by which method their order will be shipped to them.
  • Minimum order amount for free shipping - Also similar to the Free Shipping method above, you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free. If this minimum is not reached, this option will still appear in the list of USPS methods, however it will cost the amount designated by USPS. This field will be inactive if you select None for Free Method above.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above. If this method is not available because USPS does not deliver to the customer’s shipping address, this method will automatically display with the Displayed Error Message.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
FedEx
  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Gateway URL - This is the URL which Magento uses to connect to FedEx and receive live shipping rates. It will be prepopulated by default.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title (listed in the Allowed Methods list below) will display beneath it, with a radio button that the customer can select.
  • Account ID - You must create an account with FedEx, and this value will provided by them.
  • Packaging - Select the container type that you typically use to package the products ordered from your store. If you select a smaller package size, but the weight of a product in the Order is large, FedEx may not return any results. FedEx will only deliver packages weighing up to 150 lbs.
  • Dropoff - Select the method by which you prefer to deliver your packages to UPS.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the shipping cost provided by FedEx. There is no indication in the Order that an additional Handling Fee has been added to the shipping cost.
  • Allowed Methods - FedEx offers a variety of shipping methods. You can choose which of this carrier’s shipping methods to allow by selecting them from this menu. The methods you select will display on the front-end under the Title you designate for FedEx.
  • Free Method - In this drop-down, you can select which of this carrier’s shipping methods you want to offer your customers for free. Or, you can select None. This is similar to the Free Shipping method above, however it will be listed with the FedEx section and contain the name of the FedEx shipping method, so that your customers know exactly by which method their order will be shipped to them.
  • Minimum order amount for free shipping - Also similar to the Free Shipping method above, you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free. If this minimum is not reached, this option will still appear in the list of FedEx methods, however it will cost the amount designated by FedEx. This field will be inactive if you select None for Free Method above.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above. If this method is not available because FedEx does not deliver to the customer’s shipping address, this method will automatically display with the Displayed Error Message.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.
DHL
  • Enabled - Select Yes for the this method to be listed in the Shipping Method section of the checkout. Select No for this method not to be listed.
  • Title - Enter the title of the shipping method as it will appear in the Shipping Method list. All individual shipping methods contained within this title (listed in the Allowed Methods list below) will display beneath it, with a radio button that the customer can select.
  • Gateway URL - This is the URL which Magento uses to connect to DHL and receive live shipping rates. It will be prepopulated by default.
  • Access ID - You must create an account with DHL, and this value will provided by them.
  • Password - You must create an account with DHL, and this value will provided by them.
  • Account Number - You must create an account with DHL, and this value will provided by them.
  • Shipping Key - You must create an account with DHL, and this value will provided by them.
  • Shipping Key (International) - You must create an account with DHL, and this value will provided by them.
  • Shipment Type - Select the container type that you typically use to package the products ordered from your store. If you select a smaller package size, but the weight of a product in the Order is large, DHL may not return any results. DHL will only deliver packages weighing up to 150 lbs.
  • Handling Fee - If you desire, you can enter a Handling Fee, which will add to the shipping cost provided by DHL. There is no indication in the Order that an additional Handling Fee has been added to the shipping cost.
  • Shipment Dutiable - Indicates whether or not international duty charges can be applied to the shipment.
  • Package Description - The content description of the shipment entered in this field will appear in the online tracking results.
  • Shipment Duty Payment Type - Indicates from which party the international duty charges will be paid.
  • Allowed Methods - DHL offers a variety of shipping methods. You can choose which of this carrier’s shipping methods to allow by selecting them from this menu. The methods you select will display on the front-end under the Title you designate for DHL.
  • Free Method - In this drop-down, you can select which of this carrier’s shipping methods you want to offer your customers for free. Or, you can select None. This is similar to the Free Shipping method above, however it will be listed with the DHL section and contain the name of the DHL shipping method, so that your customers know exactly by which method their order will be shipped to them.
  • Minimum order amount for free shipping - Also similar to the Free Shipping method above, you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free. If this minimum is not reached, this option will still appear in the list of DHL methods, however it will cost the amount designated by DHL. This field will be inactive if you select None for Free Method above.
  • Displayed Error Message - If this shipping method is not available because the customer does not meet the requirements set by the countries filter below, this message will display in place of the radio button and Method Name. However, this message will only display if the shipping method displays. This can be set in the Show method if not applicable drop-down below.
  • Ship to applicable countries - Select which customers can use this shipping method. All Allowed Countries means all customers from the default countries list can use this shipping method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method, select Specific Countries. This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method.
  • Ship to Specific countries - This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above. It basically works as a filter, so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries.
  • Show method if not applicable - This drop-down only displays if you select Specific Countries from the Ship to applicable countries drop-down above. This is because selecting Specific Countries enables the countries filter, and this method will not be applicable to any customer who is not from one of the selected countries. Here you can determine whether or not the method will then be visible to them. If it is, it will display with the message defined in the Displayed Error Message field above. If this method is not available because DHL does not deliver to the customer’s shipping address, this method will automatically display with the Displayed Error Message.
  • Sort Order - If you are choosing to allow multiple shipping methods, this will determine in what order each method is listed in the front-end.

Accepting Money

Overview of set up and front-end functionality of gateways - Magento offers you many different options for accepting payments from customers. There are both offline payment methods, and online payment methods. For the online methods, Magento supports integration with several third party payment gateways, so that customer credit card information will automatically sent through the gateway (as either an authorization, or an authorization and charge) upon completion of an order. To configure your payment settings, navigate to System > Configuration, and click Payment Methods in the left column. Each payment method will have its own section which can be configured. There are several PayPal methods. Because some of these methods share account information, there is a separate tab in the left column called PayPal Accounts, in which you can enter the account information for the corresponding PayPal method(s) which you have enabled from the Payment Methods tab. Google Checkout is entirely contained within a separate tab, called Google API, so that there are no settings for Google Checkout in the Payment Methods tab.

Payment Methods and PayPal Accounts

Saved CC

If you do not have a payment gateway, but still want to accept Credit Cards for processing offline, you can capture the credit card information using the Saved Credit Card payment method.

Setup

payment_saved_cc.jpg

  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Credit Card Types - Select the options which will appear in the Credit Card Type drop-down on the front-end.
  • Credit Card Verification - Select whether or not the customer will be required to enter their Credit Card Verification number during checkout.
  • Payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • Payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Minimum/Maximum Order Total - These fields also work as filters. This payment method will only be listed for those customers whose order total is above the minimum (if a value is entered) and below the maximum (if a value is entered).
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will be required to enter the Name on Card, select the Credit Card Type, enter the Credit Card Number, and select the Expiration Date. If enabled, they will also be required to enter the Card Verification Number.

payment_saved_cc_front_end.jpg

  • The completed Order will display the information entered by the customer in the Payment Information box, except for the Card Verification Number.

Zero Subtotal Checkout

If a customer places an order and the subtotal is equal to zero, you can offer them this payment method, whereby they will not be required to enter any payment information. Unlike the other payment methods, for which you can set order amount filters, this method contains an intrinsic order amount filter, so that the method will not display unless the subtotal is equal to zero.

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • Payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will not be required to enter any information.
  • The completed Order will display the Title in the Payment Information box.

Check/Money Order

Setup
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • Payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Make Check payable to - The value entered here will display when the customer selects this method from the list.
  • Send Check to - The value entered here will display when the customer selects this method from the list.
  • Minimum/Maximum Order Total - These fields also work as filters. This payment method will only be listed for those customers whose order total is above the minimum (if a value is entered) and below the maximum (if a value is entered).
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will not be required to enter any information. Instead, the Make Check payable to and Send Check to values will display.

payment_check_front_end.jpg

  • The completed Order will also display these two values, in the Payment Information box.

Purchase Order

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • Payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Minimum/Maximum Order Total - These fields also work as filters. This payment method will only be listed for those customers whose order total is above the minimum (if a value is entered) and below the maximum (if a value is entered).
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, the customer will be required to enter the Purchase Order Number.

payment_purchase_order_front_end.jpg

  • The completed Order will display the Purchase Order Number in the Payment Information box.

Authorize.net

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • API Login ID - Enter your Authorize.net API login ID, which can be be found in the Account Settings of your Authorize.net account.
  • Payment Action - Authorize.net is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • Transaction Key - Enter your Authorize.net transaction key, which can be be found in the Account Settings of your Authorize.net account.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Test Mode - Select whether or not the Orders placed using this payment method will be test Orders. Before you take your site live you will want to make sure you set this drop-down to No.
  • Gateway URL - This is the URL to which the Order information will be sent. By default it is populated with https://secure.authorize.net/gateway/transact.dll. The test mode drop-down will send a notification to Authorize.net that the Order should be sent to their test site, however, there are test sites featured by Authorize.net in addition to the one designated by Magento. If you prefer to use an alternate test site, you can enter the URL in this field. However, the URL of the live site must be reentered before you take your site live.
  • Debug - If you select Yes, all requests between Magento and Authorize.net will be saved in the Magento database.
  • Email customer - Specify whether you want Authorize.net to send emails to your customers on the completion of checkout. This does not influence the order confirmation email and other transactional emails sent from Magento, only the emails sent from your Authorize.net account.
  • Merchant’s email - Designate whether you would like Authorize.net to send you email notifications of orders placed using this payment method by entering the email address associated with your account in this field. If it is left blank, no emails will be sent by Authorize.net
  • Credit Card Types - Select the options which will appear in the Credit Card Type drop-down on the front-end.
  • Credit Card Verification - Select whether or not the customer will be required to enter their Credit Card Verification number during checkout.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Minimum/Maximum Order Total - These fields also work as filters. This payment method will only be listed for those customers whose order total is above the minimum (if a value is entered) and below the maximum (if a value is entered).
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will be required to enter the Name on Card, select the Credit Card Type, enter the Credit Card Number, and select the Expiration Date. If enabled, they will also be required to enter the Card Verification Number.
  • The completed Order will display the information entered by the customer in the Payment Information box, except for the Card Verification Number.

PayflowPro

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • User - This value is provided when you sign up for your PayflowPro account.
  • Vendor - This value is provided when you sign up for your PayflowPro account.
  • Payment Action - PayflowPro is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • VERBOSITY - The Verbosity level controls the detail of the transaction results (such as declines or errors) which are returned by PayflowPro. Entering Low normalizes the transaction results by reducing the variation of the result messages to a set of nine specific possibilities. Entering Medium does not normalize the results, allowing for greater variation in these messages. For security purposes, it is recommended that you select Low.
  • TENDER - Enter the code referring to the method of payment which you will be accepting through PayflowPro. The codes are:
    • A = Automated clearinghouse
    • C = Credit card
    • D = Pinless debit
    • K = Telecheck
    • P = PayPal

Magento is configured to support Tender type C.

  • URL This is the URL to which the Order information will be sent. By default it is populated with https://pilot-payflowpro.verisign.com/transaction. This is the URL for the test site. Before you take your site live you will want to make sure you remove “pilot-” from this URL.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Partner - This value is provided when you sign up for your PayflowPro account.
  • Password - This value is provided when you sign up for your PayflowPro account.
  • Debug - If you select Yes, all requests between Magento and PayflowPro will be saved in the Magento database.
  • Credit Card Types - Select the options which will appear in the Credit Card Type drop-down on the front-end.
  • Credit Card Verification - Select whether or not the customer will be required to enter their Credit Card Verification number during checkout.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Minimum/Maximum Order Total - These fields also work as filters. This payment method will only be listed for those customers whose order total is above the minimum (if a value is entered) and below the maximum (if a value is entered).
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will be required to enter the Name on Card, select the Credit Card Type, enter the Credit Card Number, and select the Expiration Date. If enabled, they will also be required to enter the Card Verification Number.
  • The completed Order will display the information entered by the customer in the Payment Information box, except for the Card Verification Number.
PayPal Express

Paypal Express is not compatible with Checkout with Multiple Addresses.

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • Payment Action - PayPal Express is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
  • Account Information - To enable this as a payment method, you’ll need a Website Payments Pro account. To get one, go to www.paypal.com and click on “Merchant Services”. It is free to register. You will receive the account information for this payment method, and it can entered in the PayPal Accounts tab, in the Website Payments Pro section. PayPal Direct also requires and Website Payments Pro account, and these two methods will share the same account information, so you probably would not enable both methods at the same time.
    • API Username - Enter your API username (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • API Password - Enter your API password (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • API Signature - Enter your API signature (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • Proxy Host - Enter the proxy host.
    • Proxy Port - Enter the proxy port.
    • Sandbox Flag - If testing, select Yes. If using in an active environment, select No.
    • Use Proxy - This is used if the server has a firewall, and there’s no direct access to the PayPal server. You can use a third party server to relay the traffic.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will see the message: Your billing address will be ignored and you will be redirected to PayPal website. When they press Continue, instead of navigating to the Order Review tab in the checkout, they will be redirected to the PayPal website, where they can review the order information. When the order is submitted in PayPal, the order will be created in Magento, and the customer will be redirected back to Magento.

payment_paypal_express_front_end.jpg

  • The completed Order will display the shipping address information that Magento receives from PayPal Express. PayPal Express does not send billing address information to Magento, and this section will be empty. The Payment information box will only contain the payment method.

PayPal Direct

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Payment Action - PayPal Direct is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • Credit Card Types - Select the options which will appear in the Credit Card Type drop-down on the front-end.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
  • Account Information - To enable this as a payment method, you’ll need a Website Payments Pro account. To get one, go to www.paypal.com and click on “Merchant Services”. It is free to register. You will receive the account information for this payment method, and it can entered in the PayPal Accounts tab, in the Website Payments Pro section. PayPal Express also requires and Website Payments Pro account, and these two methods will share the same account information, so you probably would not enable both methods at the same time.
    • API Username - Enter your API username (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • API Password - Enter your API password (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • API Signature - Enter your API signature (provided by PayPal). You can locate it by clicking on the API Credentials link in your PayPal seller account.
    • Proxy Host - Enter the proxy host.
    • Proxy Port - Enter the proxy port.
    • Sandbox Flag - If testing, select Yes. If using in an active environment, select No.
    • Use Proxy - This is used if the server has a firewall, and there’s no direct access to the PayPal server. You can use a third party server to relay the traffic.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will be required to enter the Name on Card, select the Credit Card Type, enter the Credit Card Number, select the Expiration Date, and enter the Card Verification Number.
  • The completed Order will display the information entered by the customer in the Payment Information box, except for the Card Verification Number.

PayPal Standard

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • Payment Action - PayPal Standard is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • Type - This indicates the method in which the transaction information is sent to PayPal. Magento currently only supports Instant Payment Notification (IPN) because this is the most secure method.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Transaction Type - This controls the amount of detail from the Order that will be sent to PayPal. Aggregate Order will send the amount of the entire Order to PayPal, while Individual Item will send a more detailed description of each line item and amount.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
  • Account Information - To enable this as a payment method, you’ll need a Website Payments Standard account. To get one, go to www.paypal.com and click on Merchant Services. It is free to register. You will receive the account information for this payment method, and it can entered in the PayPal Accounts tab, in the Website Payments Standard section.
    • Business Name - Enter the name of your business as it appears in your PayPal seller account.
    • Business Account - Enter your Business Account as it appears in your PayPal seller account.
    • Paypal Logo Image URL - Enter the URL of the logo which you wish to display in place of the PayPal logo in the PayPal page to which your customers are redirected when checking out with this method.
    • Sandbox Flag - If testing, select Yes. If using in an active environment, select No.
    • Debug Flag - If you select Yes, all requests between Magento and PayPal will be saved in the Magento database.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will see the message: You will be redirected to PayPal website when you place an order. When the customer clicks Place Order in the Order Review tab, the Order will be created in Magento, but the payment will not be authorized. The customer will be redirected to the PayPal website, where they will submit the order again. When it is submitted in PayPal, the payment will be authorized and possibly charged (if the Payment Action is configured to do so), and a comment will be added to the Order with the payment approval or decline details.

payment_paypal_standard_front_end.jpg

  • The completed Order will display the billing and shipping address information the customer entered in Magento, but the Payment Information box will only display the payment method.

PayPal UK Express

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • Payment Action - PayPal UK Express is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
  • Account Information - To enable this as a payment method, you’ll need a Website Payments Pro UK account. To get one, go to www.paypal.co.uk. It is free to register. You will receive the account information for this payment method, and it can entered in the PayPal Accounts tab, in the Website Payments Pro UK section. PayPal UK Direct also requires and Website Payments Pro UK account, and these two methods will share the same account information, so you probably would not enable both methods at the same time.
    • URL - Enter the URL to which Magento will send the payment information. You can use the pilot URL to enable a test environment.
    • User - Enter the User name from your PayPal seller account.
    • Vendor - Enter the Vendor information from your PayPal seller account.
    • Password - Enter the Password from your PayPal seller account.
    • Debug Flag - If you select Yes, all requests between Magento and PayPal will be saved in the Magento database.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will see the message: Your billing address will be ignored and you will be redirected to PayPal website. When they press continue, instead of navigating to the Order Review tab in the checkout, they will be redirected to the PayPal website, where they can review the order information. When the order is submitted in PayPal, the order will be created in Magento, and the customer will be redirected back to Magento.
  • The completed Order will display the shipping address information that Magento receives from PayPal Express. PayPal Express does not send billing address information to Magento, and this section will be empty. The Payment information box will only display the payment method.

PayPal UK Direct

Setup
  • Enabled - Select Yes for the this method to be listed in the Payment Information section of the checkout. Select No for this method not to be listed.
  • Title - Enter the name of the payment method as it will appear in the Payment Information list.
  • New Order Status - Select the Order Status of all new Orders created using this payment method from the drop-down. The recommended status is Pending, as this is intended to apply to Orders which have not had any actions performed on them, however you can change this to whichever status you prefer.
  • Payment Action - PayPal UK Direct is an online payment method. Therefore, the credit card must be Authorized by the payment gateway when the order is submitted, in order for it to complete. However, you can choose whether you want to Authorize Only, or Authorize and Capture the payment simultaneously during the Order creation. If you choose to Authorize and Capture, an Invoice will automatically be created for the full quantity of items in the Order. For more information about Invoices, refer to Chapter 8: Managing Orders.
  • Credit Card Types - Select the options which will appear in the Credit Card Type drop-down on the front-end.
  • payment from applicable countries - Select which customers can use this payment method. All Allowed Countries means all customers from the default countries list can use this payment method. If you haven’t already configured the default list, it can be done by navigating to System > Configuration, clicking the General tab, and selecting each country you wish to allow from the Allow countries menu. If you want to further reduce the number of countries from which your customers will be allowed to use this payment method, select Specific Countries. This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method.
  • payment from Specific countries - This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above. It basically works as a filter, so that this payment method will only be listed for those customers whose billing address is one of these selected countries.
  • Sort Order - If you are choosing to allow multiple payment methods, this will determine in what order each method is listed in the front-end.
  • Account Information - To enable this as a payment method, you’ll need a Website Payments Pro UK account. To get one, go to www.paypal.co.uk. It is free to register. You will receive the account information for this payment method, and it can entered in the PayPal Accounts tab, in the Website Payments Pro UK section. PayPal UK Express also requires and Website Payments Pro UK account, and these two methods will share the same account information, so you probably would not enable both methods at the same time.
    • URL - Enter the URL to which Magento will send the payment information. You can use the pilot URL to enable a test environment.
    • User - Enter the User name from your PayPal seller account.
    • Vendor - Enter the Vendor information from your PayPal seller account.
    • Password - Enter the Password from your PayPal seller account.
    • Debug Flag - If you select Yes, all requests between Magento and PayPal will be saved in the Magento database.
Functionality on Front-End and Back-End
  • When the customer selects this method from the payment method list, they will be required to enter the Name on Card, select the Credit Card Type, enter Credit Card Number, select the Expiration Date, and enter the Card Verification Number.
  • The completed Order will display the information entered by the customer in the Payment Information box, except for the Card Verification Number.

Google Checkout

Setup

Setting up Google Checkout requires a more intricate configuration than with the other payment types. In addition to configuring your settings in Magento, you must also configure the settings in your Google Checkout seller account, so that it will integrate with Magento. If you wish to deploy Google Checkout in your store, please be aware of these limitations:

  1. Your website must be serving pages on standard ports (80 and/or 443).
  2. If you have PHP CGI setup, you will need to have mod_rewrite enabled. Google-Checkout uses HTTP authorization for callbacks. CGI processes do not receive headers from Apache, so a hack in .htaccess utilizing mod_rewrite was implemented to pass the authorization as an environment variable.
  3. If you enable Carrier Calculated shipping rates, your packages will be limited to 150lb total. USPS further limits this to 70lb.
Integrating Magento using Google Checkout seller account

The first step to integrating Google Checkout with Magento is to configure your settings in the Google Checkout seller account. The configuration settings are located in the Settings tab, with links to each page in the left column. The following pages contain the most relevant configuration settings for Magento integration. If you don’t already have a Google Checkout seller account, you can click the link in the Google API tab in Magento System > Configuration.

  • Profile - Enter your business information as it will appear to your customer in the Google Checkout interface, including your address, Business Name, email address, relevant URLs, and policies. When you are finished, click Save profile at the bottom of the page.
  • Preferences
    • When an order is placed, your customer’s credit card will automatically be authorized by Google Checkout. You can, however, choose whether you solely want to authorize the card, or authorize and Charge the credit card at the time of purchase. To find out more about charging credit cards and how to do so after an order is placed, see the Handling completed orders in Google Checkout section below.
    • Designate whether or not you would like Google Checkout to send you email notifications of any transactions made for completed orders. This is separate from Magento notifications.

When you are finished, click Save preferences at the bottom of the page.

  • Integration
    • Shopping cart post security - This checkbox is not mandatory, however we recommend that it be checked.
    • API Callback URL - The URL should be in the format: https://yourserver.com/base_path/index.php/googlecheckout/api. index.php can be omitted if mod_rewrite is enabled. The Callback method must be XML.
    • Advanced settings - These settings will determine what information Google Checkout sends back to Magento to populate in the order page.
      • Should be checked
        • Provide the first name, last name and full name of the buyer and order recipient in separate fields in the new order notification.
        • Return the buyer’s ship-to phone number in the new order notification.
        • Return the buyer’s billing phone number in the new order notification.
      • Should NOT be checked
        • Notifications must include any amounts involving a Google promotion
        • Require notification acknowledgments to specify the serial number of the notification. This has been witnessed causing problems during testing.
    • On the right side of the page under Account Information will be the Merchant ID and Merchant Key. These will be needed for Google Checkout configuration in Magento.

When you are finished, click Save at the bottom of the page. You are now ready to configure your Magento settings in order to complete Google Checkout integration.

Setting up Google Checkout configuration in Magento

payment_google.jpg

To complete Google Checkout integration, you must now configure your settings in Magento. To do so, navigate to System > Configuration in the admin, and click on the Google API tab in the left column.

  • Main Settings - The main settings are all located in the Google Checkout section.
    • Enable - In order to provide your customer’s with the option to checkout via Google Checkout, select Yes. This will add the Google Checkout buttons to the shopping cart, adjacent to the default Magento Checkout button.
    • Sandbox - This is the name of Google’s test orders interface. If you select No, the Google Checkout button will direct to checkout.google.com. Orders placed here are real, so that when the order is charged, the payment will be processed. If you select Yes, the Google Checkout button will direct to sandbox.google.com/checkout. This has the same checkout format as the real orders interface, but orders placed here are for test purposes only, so that when the order is charged, no payment will actually be processed (as the background text on the site explains).
    • Debug - If you select Yes, all requests between Magento and Google Checkout will be saved in the Magento database, as well as Tools > Integration Console in the Google Checkout seller account.
    • Merchant ID and Merchant Key - These values are provided by Google and are unique for each account. You can find them in you Google Checkout seller account, in Settings > Integration, on the right side of the page under Account Information.
    • Checkout Image Style - This controls the style of the Google Checkout button. There are three sizes (small, medium and large), and a transparent and white version for each (depending on the background of your site).
    • Location - This selection depends on which type of seller account you have set up with Google. Select United States if you have a U.S. account, and United Kingdom if you have a U.K. account. These are the only countries supported by Google Checkout at this time.
    • New order status - The selection here will determine the order status of all new orders created using Google Checkout.
    • Continue Shopping URL - When the customer has finished placing their order in Google Checkout and clicks the Return to [Business Name] button, they will be redirected to this URL.
      • It can be a URL part of CMS page, product or category, such as thank-you-for-shopping, apparel/specials.
      • It can be any other URL, such as http://www.google.com.
      • If it is left blank, they will automatically be redirected to your home page.
    • Hide Cart Contents During Checkout - This will hide the cart contents if your customer is in the Google Checkout page and clicks the browser Back button to return to the Magento Shopping Cart page.
  • Shipping Settings - There are three options with which you can configure shipping in Google Checkout.
    • Merchant Calculated - This option cannot be enabled with any other option at the same time, or your customers will receive an error message when they attempt to checkout.
      • Enable Merchant Calculated - If you select Yes, this will be the option available for the customer to select.
      • Allowed Methods - Each time you click Add Shipping Method, you will be able to select a shipping method from the drop-down list and enter a Default Price for each method. All shipping methods that you add will display in the Shipping & Handling drop-down in Google Checkout.
    • Carrier Calculated
      • Enable Carrier Calculated - If you select Yes, this option will be available for the customer to select.
      • Carrier Calculated Methods - All shipping methods that you select from this multiple select menu will display in the Shipping & Handling drop-down in Google Checkout.
      • Delivery Address Category - Choose type of address of your usual customers.
      • Default price for methods - Google Checkout requires a default price for shipping, however this will be overwritten by the prices returned from the carriers.
      • Default Package Width/Height/Length (in) - Google Checkout requires default dimensions of a package for Carrier Calculated rates.
    • Flat Rate - This option allows you to enter up to three methods from which the customer can choose.
      • Enable Flat Rate - If you select Yes, this option will be available for the customer to select.
      • Rate 1/2/3 Title - This is the name of the shipping method as it will appear in the Shipping & Handling drop-down.
      • Rate 1/2/3 Amount - This is the price of the shipping method as it will appear in the Shipping & Handling drop-down.

When you are finished, click Save config, and your customers will now be able to checkout using Google Checkout.

Functionality on Front-End and Back-End

Customer Checkout with Google Checkout

Once you have enabled Google Checkout, your customer will now have this checkout method available to them in the shopping cart. There will be a Google Checkout button displayed adjacent to the default checkout button. When they click it, they will be directed to Google’s checkout interface. This is a completely separate process from Magento’s default checkout process.

  1. First, your customer will be asked to log into their Google account. This is separate from any account they may have created within your store. The information they provide here, such as the name, email, and addresses, will be sent back to Magento and display in the order information.
  2. Magento will upload all products in your customer’s shopping cart to the Google Checkout page, including quantity and price. This cannot be updated directly from Google Checkout, as it can from Magento checkout. In order to modify quantities or remove items, the customer must navigate back to their cart in Magento and make these edits.
  3. Your customer can choose their preferred Shipping & Handling method from the drop-down menu. The available methods in the menu can be configured in the Google API page in the Magento admin.
  4. The tax will be calculated according to the guidelines established in the Magento admin, in Sales > Tax. The tax guidelines established in Settings > Tax setup in the Google Checkout seller account will not have any bearing on the order.
  5. If your customer chooses to Keep my email address confidential, their real email address will not be provided to Magento. The email address displayed in the order page will have a sandbox.google.com domain name, and the order confirmation sent here will be directed by Google to the user’s actual email address.
  6. If your customer chooses I want to receive promotional email from [Business Name] it should subscribe the email address received from Google Checkout to the store newsletter.
  7. When your customer is done, they will press the Place your order now button. This will automatically send a record of the order to your seller account in Google, and Google will send this information to Magento as well, where a record of the order will be created in Sales > Orders. Your customer will see an order confirmation message, and a link to return to your site. Additionally, if you have email notification enabled, your customer can receive order confirmation emails from both Google and Magento.
Handling completed orders in Google Checkout

As discussed in Chapter 8: Managing Orders, once an order is completed, you will have the ability to create Invoices, Shipments, Credit Memos, and cancellations. For orders placed with Google Checkout, there is partial integration of these tasks as well. Updating the order in Magento will update the order in Google Checkout, and vice versa. In Google Checkout, a list of your orders will be displayed in the Orders tab. Changes can be made from the orders list (using the button in the Action column), or the orders page, which can be viewed by clicking on the Order Number.

  • Invoice
    • When creating an invoice in Magento for an order placed in Google Checkout, you will have the option to Capture Payment. If you choose to do so, the order will be automatically be Charged in Google Checkout. If you create a partial invoice (the invoice contains only some of the quantity in the order) and capture the payment, Google Checkout will make a partial charge. The remaining balance can be charged either from Magento or Google Checkout. Because Google Checkout does not have an equivalent functionality to the Void feature in Magento, voiding an order in Magento will have no affect on the order in Google Checkout.
    • If the order is charged from Google Checkout, Magento will automatically generate an invoice with a captured payment. Invoice creation will occur whether the order is charged at the time of purchase, or charged manually after the order is placed. If the order is charged for a partial amount in Google Checkout (which can only be done manually), no invoice will be created in Magento.
  • Shipment
    • When creating a shipment in Magento for an order placed in Google Checkout, a shipment will automatically be created in Google Checkout. This includes partial shipments as well. However, Google Checkout does not recognize partial shipments, so there will be no indication in Google Checkout that the shipment is only partial. If multiple shipments are made in Magento, each with tracking information, the single shipment in Google Checkout will update to list the multiple tracking numbers.
    • If a shipment is created in Google Checkout, no shipment will be created in Magento.
  • Credit Memo
    • If a credit memo is created in Magento, and you press the Refund button (as opposed to the Refund Offline button), the order will be refunded in Google Checkout. This includes partial credit memos.
    • If an order is refunded in Google Checkout, no credit memo will be created in Magento.
  • Cancel
    • If you cancel an order in Magento, it will not automatically be canceled in Google Checkout.
    • If you cancel an order in Google Checkout, it will automatically be canceled in Magento. If some of the items have already been invoiced and/or shipped, only the remaining items will be canceled in Magento. If all of the items have already been invoiced and/or shipped, Google Checkout still allows you to cancel the order, however this will have no effect in Magento.



 

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