External Processors - Payments

Order Management is integrated with a wide range of external payment processors. Automated payment processors can be configured to process payments through merchant gateways. Each merchant gateway requires specific information to be set up as a payment processor in Order Management. A payment processor can be set up for the entire company, or for a specific site or catalog. When setting up a payment processor, the payment methods for that payment processor are defined. Also, some payment processors can select to authorize and capture the payment during the order creation rather than capture payment after shipping order approval (allocation). When payment is captured during order creation and a refund is made before allocation, then you must return excess funds to the customer.

A payment processor can be set as active or inactive. Order Management also supports a test mode to test transaction processing with the merchant gateway.

Note: Along with configuring the payment processors, payment providers must be set up to map the supported payment methods to the payment processor for transactions. See Payment Providers for more information.

This page lets you add and configure the payment processors that Order Management uses. Each processor can be defined for global use, or can be configured for a specific catalog or site.

To add a processor to the active list, follow these steps:

  1. In Order Management Administration: click Settings > Preferences.
  2. From the System Preferences page, click the External Processors tab.
  3. Click Payment.
  4. On the Payment Processors page, select the processor from the dropdown list.
  5. (Optional) Associate the processor with a catalog by selecting a catalog from the Catalog dropdown list.
  6. (Optional) Associate the processor with a site by selecting the site from the Site dropdown list.
  7. Configure the payment processor either manually or via import by clicking one of the following buttons.
    • Add: Manually configure the payment processor.
    • Import: Import the configuration information.
  8. Select the payment methods supported by the payment processor. Select all that apply.

The following table describes the fields and buttons on the Payment processors page.

Fields and Buttons Description
Processor dropdown A dropdown list of available payment processors. For example, Alliance Data Services, Authorize.net, CyberSource, Paymentech.
Catalog dropdown (Optional) A dropdown list of available catalogs. For example, Amazon, Website.
Site dropdown (Optional) A dropdown list of available sites.
Add button Adds the selected payment processor to the list. Enables you to manually configure the payment processor.
Import button Imports the configuration information in lieu of adding it manually.
Payment processor listing A list of the added and imported payment processors including the processor description, name, catalog, or site (if applicable) and a link to the web site. To delete a payment processor from the listing, click the trash can (???) icon.
Processor Settings Processor setting fields vary based on the selected payment processor. For example, Adyen supports multi-capture of payments, capture delay of payments, and both synchronous and asynchronous modes, but doesn't support tokenization. Alternately, First Data Global does support tokenization, so the TokenizationEnabled dropdown displays for this payment processor.

Required processor fields are indicated with an asterisk (*).

Supported Methods Lists the methods supported by the specified payment processor. For example, Givex processor supports only gift cards; CyberSource supports an extensive list of supported payment methods. For example, custom methods, bank cards, American Express, Gift Cards, MasterCard, Visa.

Manually Configure the Payment Processor

When you have added the payment processor, you can manually enter the configuration data fields. The data fields vary based on the specific parameters used by the selected processor. Make entries based on your account with that processor.

To manually configure the payment processor, follow these steps:

  1. To add the processor to the active list, click Add. The Processor Settings (for the selected processor) appear below the active list.
  2. Enter data based on your account with that processor.
  3. Select Test Mode if you want to test the integration with the processor without actually processing payments. If supporting banks offer it, you can also select Multi-capture.
  4. Select the supported payment methods that you want the selected processor to handle.
  5. To save the configuration information, click Update.
Note: Payment methods only appear in the list if they are selected in the Payment methods pick lists.

Import Configuration for the Payment Processor

When you have added the payment processor, you can import the configuration information. Clicking Import opens the Import Payment processors page. Follow these steps to import the processor data:

  1. To open the Import Payment processors page, click Import.
  2. Define the import file format by selecting the order of the included data fields.
    • Merchant ID is always the first field.
    • Select the second field using the dropdown. A new dropdown opens.
    • Select the next field using the next dropdown. A new dropdown opens.
    • Repeat this step until the order of all fields is set.
  3. Copy the import text and paste it into the text box. The values can be delimited with tabs, pipes (|), or commas (,).
  4. Click Preview. The data appears in table format.
  5. If the data is correct, click Import to import it. If not, click Cancel to return to the import data entry page.

Viewing a Configured Payment Processor

Selecting a payment processor from the list of configured processors opens a set of data fields and a list of supported payment methods. The data fields vary based on the specific parameters used by the selected processor. Make entries based on your account with that processor.

To delete a payment processor from the list, click the trash can (???) icon.

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