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

Before setting up PayPal in your production site, Commerce Vision recommend you undertake testing in your Stage Site using the PayPal Sandbox environment.
Signing up for a PayPal business account:

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

PayPal - Sign Up
  1. To sign up with PayPal go to https://www.paypal.com/au/webapps/mpp/merchant
  2. Record your business identification details for the web site configuration
Configuring your site for PayPal:
  1. When you have successfully created your PayPal account, log a support call with Commerce Vision to have your stage site configured.
  2. Provide the URL of your Stage Site and a date of when the configuration is required.
  3. Commerce Vision will advise you when the system and menu have been configured.
Setting up the Punch Out Document:

When the support team have set up the Punch Out Document as a menu item, you can then create the document that is sent to PayPal when payments are processed.

  1. From the Settings menu, select the PunchOut Document
  2. Select cXML Document Setup
  3. Set up the PunchOut Document
    1. Document Code: SandBoxTest
    2. Description: SandBoxTestCV
    3. Document Type: PayPal
    4. Header Template: use the code snippet below
  4. Change the highlighted text with your information
    1. Line 1 - The form action is the Sandbox URL provided by PayPal
    2. Line 4 - The name value is your business identification created by PayPal
    3. Line 10 -The name value is the address of your website and the page that customers are returned to when a payment has been successful. The complete URL address is required; do not remove the address from OnlinePaymentFail onwards
    4. Line11 - The name value is the address of your website and the page that customers are returned to when a payment has been unsuccessful. The complete URL address is required; do not remove the address from OnlinePaymentFail onwards
    5. Line 13 - The name value is the message displayed to users when processing the order
    6. Line 16 - The name value is the is the address PayPal use to communicate with your website
Code Snippet
<html>
<body>
<form ID="form" name="form" action="https://www.sandbox.paypal.com/cgi-bin/webscr" method="post">
<input type="hidden" name="cmd" value="_cart">
<input type="hidden" name="upload" value="1">
<input type="hidden" name="business" value="example@commercevision.com.au">
<input type="hidden" name="no_shipping" value="1">
<input type="hidden" name="no_note" value="1">
<input type="hidden" name="currency_code" value="[order:socurrcode]">
<input type="hidden" name="lc" value="AU">
<input type="hidden" name="custom" value="[receipt:ReceiptNumber]">
<input type="hidden" name="return" value="http://www.YourWebSite.com/OnlinePaymentOK.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]">
<input type="hidden" name="cancel_return" value="http://www.YourWebSite.com/OnlinePaymentFail.aspx?receipt=REC[receipt:ReceiptNumber]&type=PAYPAL&order=[ORDER:SOORDERNO]">
<input type="hidden" name="rm" value="2">
<input type="hidden" name="item_name_1" value="Order Total - Your Business Name">
<input type="hidden" name="item_number_1" value="Order">
<input type="hidden" name="amount_1" value="[ORDER:SOORDERTOTALAMOUNT]">
<input type="hidden" name="notify_url" value="http://www.YourWebSite/PayPalNotify.aspx">
<script language="Javascript">
document.forms["form"].submit();
</script>
</form>
</body>
</html>
Setting the document code as the PayPal template:
  1. From the settings menu, go to Orders, then Credit Cards
  2. The setting is named 'PayPal Template'
  3. Using the drop down menu, select the document code that  you have created. e.g. SandboxTest
The message that is displayed to the customer needs to be set up and/or maintained:
  1. From the Content menu, go the Resource Manager
  2. Search for the Resource Value: 'PayPalPaymentSummary'
  3. Select the Resource code and click Modify
  4. The data from the Resource Value can be copied and pasted from the code snippet below
  5. Select OK
Code Snippet
<BR><table class='text'><tr><td><img src='images/Controls/paypal.gif'></td><td>Please pay this transaction using your Pay Pal. Once your payment has been received, we will despatch your order.</td></tr></table>'

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

  1. From the Content menu, go to Resource Maintenance
  2. Search for 'rcPayByCardOrEft'
  3. Select the Resource Code and click Modify
  4. Enter the following text into the Resource Value: Credit Card / PayPal Payment
  5. Select OK

ERP

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

Sandbox

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

 

 

 

 

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