Tutorial: WebSphere Commerce Payments
This tutorial guides you through a first-time WebSphere Commerce Payments setup with the OfflineCard Cassette. As part of this initial setup, and to demonstrate the most common administration and payment functions, WebSphere Commerce Payments provides tutorial support using the OfflineCard Cassette and a Sample Checkout. For detailed information about administration, configuration and payment functions, see the online help for the WebSphere Commerce Payments user interface.
- Step 1: Accessing the WebSphere Commerce Payments user interface
Log on to the WebSphere Commerce Payments user interface.
- Step 2: Creating a WebSphere Commerce Payments merchant and authorizing a cassette
If you have not already done so, log on to WebSphere Commerce Payments as the Payments Administrator. You now have global views and global authority. The first step in configuring WebSphere Commerce Payments is to create a merchant and authorize that merchant to use a payment cassette.
- Step 3: Defining WebSphere Commerce Payments users
Use the Organization Administration Console to accomplish tasks such as defining and managing users. Defining users in WebSphere Commerce Payments is a two-part process. For example, to define the user, Pat, use the Organization Administration Console and assign Pat a WebSphere Commerce role (in this tutorial, the role of Site Administrator). Then, you can assign Pat a WebSphere Commerce Payments user role directly in the WebSphere Commerce Payments UI, or by using the Administration Console. In this tutorial, Pat receives the WebSphere Commerce Payments role of Merchant Administrator.
- Step 4: Assigning user roles
Users must be assigned to one of the following WebSphere Commerce Payments roles, which have relative mappings to the corresponding WebSphere Commerce roles:
- Step 5: Creating an account
So far, you have defined one merchant, the Test Store, and enabled one payment cassette, the OfflineCard Cassette. Your first task as the Merchant Administrator is to establish an account for the OfflineCard Cassette.
- Step 6: Creating a brand
To use the OfflineCard Cassette, first configure the brand names of the credit card companies the store works with. This enables the shopper to select the appropriate credit card from a list during checkout. To create a brand for the OfflineCard Cassette, do the following (note that for this tutorial, ROBO is used for the brand):
- Step 7: Creating orders using the Sample Checkout
For this tutorial we will use the Sample Checkout tool to create three orders for payment processing. The Sample Checkout tool provides a user interface with which you can create sample orders to test the cassette implementation.To access Sample Checkout, first change the default user ID and password as described below.
- Step 8: Approving orders
Once you have created three orders using the Sample Checkout, you can approve those orders. Follow these steps to approve an order:
- Step 9: Depositing payments
The Deposit function allows you to deposit order payments. A single order number can have multiple payments associated with it. You may see the same order number appear multiple times in the same list, each time with different payment information.
- Step 10: Settling batches
A batch is a collection of payments and credits that are processed as a unit by a financial institution. A batch is associated with a merchant and an account. The payments that you deposited in the previous exercise will now appear in a batch. You must settle this batch to initiate processing by the financial institution. The financial institution is responsible for the transfer of funds once the settlement is complete.
- Step 11: Issuing a credit
Credits are issued against orders and can be given for any amount up to the total amount of the order.
- Step 12: Viewing batch totals
The last step of this tutorial is viewing daily batch totals. The WebSphere Commerce Payments reports function allows you to view daily totals for batches in a closed state.