Payment on Account - Miva Module

Introduction
Install
Admin - Options
Admin - Customers
OpenTokens
How to get Support

Purpose of Module

The Payment on Account module allows you to give selected customers the ability to charge an order to their account. Customers who choose this option do not need to enter payment information such as credit card numbers, but can still complete their order and be billed outside of the Miva Merchant application, in whatever manner suits the store administrator. Only those customers who are assigned to this module will be able to see this payment option during checkout.

The module can be customized to include your selected text in the dropdown payment area, and to include a note on the following screen telling the customer that their account will be billed.

How to Install

• Installing the Module
  1. Unzip the module's ZIP file to your hard drive
  2. Log into your Miva admin utility
  3. Expand the navigation tree next to Modules
  4. Click the link "Add Module"
  5. Click the "Upload File" graphic
  6. Click the "Browse" button
  7. Browse to the location where you stored the files from extracted from the ZIP file
  8. Select nbpoa.mv (or nbpoa.mvc for the compiled version)
  9. Click the "Upload" button
  10. When the graphic has been uploaded, the small "Upload File" window will disappear, leaving you with the main Miva admin screen visible
  11. Click the "Add" button on the main Miva admin screen
      
  12. Associating the Module with a Store
      1. Log into your Miva admin utility
      2. Expand the navigation tree next to Stores
      3. Expand the navigation tree next to the store with which you wish to associate this module
      4. Click the link "Payment Configuration"
      5. In the assigned module list, you should see an entry for "netBlazon's Payment on Account"
      6. Check the checkbox next to this module and click Update

Admin Screen - Options

In the first textbox, enter the text you want to show up in the payment selection dropdown. In the second textarea, enter the text you want to appear on the page that follows the one where the customer selects this payment option (OPAY). The third option, Purchase Order checkbox, should be checked if you wish to allow customers to enter purchase order numbers to complete their orders. If the Purchase Order checkbox is checked, the last option - Purchase Order Prompt - should have the text you wish to appear as the PO prompt (e.g. Enter Purchase Order #: or some other appropriate text). This textfield will be displayed to the customer who has selected Purchase Order as their payment method.

Click the Update button to save your changes.

Admin Screen - Customers

Click the "Payment on Account - Customers" tab. Browse through your customers using the familiar Merchant interface, or enter a search criteria to quickly locate a specified customer. To allow a particular customer to see the Payment on Account payment option, check the checkbox next to his or her name.

Click the Update button to save your changes.

Using OpenTokens

Note: OpenUI must be installed and in use for these features to work as described. The tokens should also work with DynamicTemplates and other templating systems that support OpenTokens.

To register the module so its tokens are available to the OpenToken system, click on the name of your store in Miva Merchant's admin tool and select OpenUI Tokens. Click the "New Module Token" icon on the right side of the blue header bar. Enter "NBPOA" for the module code, and "NBPOA" for the token (without the quotes). Click the Update to save your changes. You can then view the token documentation by clicking the "Click Here" link next to the NBPOA token entry.

The module provides three tokens: poaused, poaused_text, and ponum. To reference a given token, use the format %module|NBPOA|poaused%, %module|NBPOA|poaused_text%, or %module|NBPOA|ponum%.

For example, you may wish to make note of the use of Payment on Account within the Merchant Notification Email. To do so, go to Order Configuration Fulfillment and click the Email Merchant Notification link. Alter the "header" textarea as follows:

• Enter "%OUI%" (without the quotes) as the first five characters in the box. This enables the use of OpenTokens. Make sure OUI is in all capital letters.
• To show Yes or No to indicate whether POA was used for a given order, enter:
  
  Purchase Order Used? %module|NBPOA|poaused_text%
  
  
• To show the actual purchase order number provided by the customer, enter:
  
  Purchase Order #: %module|NBPOA|ponum%
  
  
• You may also wish to use tokens in a more complex manner. To show the purchase order number only if POA was the payment method used, enter the following:
  
  %IF(%module|NBPOA|poaused%)%
  Customer chose to pay with purchase order #%module|NBPOA|poaused%.
  %ELSE%
  Customer did not use the purchase order option.
  %IFEND%
  

Support

For questions or problems with your Payment on Account module, please send email to support@netblazon.com.