Servired Pro ING Direct Manual by Interactiv4 Version /04/25

Transcription

1 Servired Pro ING Direct Manual by Interactiv4 Version /04/25 1

2 1.- What is interactiv4? Interactiv4 is a developing company and Magento partner with a big number of successful ecommerce projects on air. You can see some of their best practices here: It is also Silver Partner de Magento; condition based on the number of Magento Certified Developers they have in the team, which means that they have an excellent knowledge of the platform. They have been developing ecommerce stores since 2006 and they also develop Magento extensions and improvements in the admin, in order to meet the needs that online stores could have. Extensionbuffet.com is the marketplace where you can find Interactiv4 extensions. 2.- Integration of Sermepa / Redsys for ING Direct with Magento CE and EE With Interactiv4 s Sermepa / Redsys for ING Direct extension, you will find an easy way to integrate your Magento store with ING Direct. You just need to install and configure the extension, simple and quick. The main features are: Refund online directly from Magento Admin. Make part or full refunds with no need to go through the bank's website. Compatible with ING Direct. No need to configure the checkout. Also works with One Step Checkout. 2

3 Supports 14 languages. Compatible with Multi Store View. Automatically generates the invoice. Shows errors in order history in Magento Admin. Optional double payment checking for the orders by notification from Sermepa / Redsys Cancel unpaid orders. 3.- Installation and recommendations Recommendations to install properly the extension. Compatible with 1.6.x, 1.7.x, 1.8.x and 1.9.x Magento CE version. Compatible with 1.11.x, 1.12.x and 1.13.x Magento EE version. Following Magento guidelines, we recommend to do a FILES AND DATABASE BACKUP before installing any new extension. It is necessary to have SOAP installed and meet all the requirements recommended by Magento. More information: requirements Installation Once you have extension file in a compressed zip, you have to unzip it. Inside you will find 2 folders: app skin At this point, in case you have the compilation enabled, you have to disable it before install the extension Now you must access the directory where you have your Magento installed and copy these 2 folders on it If you have the cache enabled, clear it now. To do it you have to follow: Systemà Cache manager and press Flush Magento Cache. 3

4 4.- Configuration of the extension From Magento Admin. To configure the extension you have to go to Systemà Configurationà Payment Methodsà Servired PRO by Interactiv4. Those are the fields you are going to find: Enabled. To enable and disable the extension. 4

5 Prefix. The prefix is used to place an identifier before the order ID, that way you can have the same POS for different stores. This field will be empty by default. Bank. In this drop down list we have to select the POS bank. Use Production Environment. The POS terminal can be used as a testing or production environment. If you want a real working environment, select Yes, otherwise select No. Service URL. Here you select the url of the store. They may be selected if using the Sermepa old urls or Redsys new ones. It's best to leave it set to default, as having selecting the bank above, it know what urls to call. SSL Version: Version of the SSL installed in the server. Do not change the dafault value if it is not is strictly necessary. Language. POS language, there are up to 14 languages to choose. It is provided by the bank. FUC Store Number. The FUC is provided by the bank. Terminal Number. The terminal number is provided by the bank. It s usually 1 for production terminal and 2 for test terminal. Store name. The bank provides the store name. Store password. The bank provides the store password. Signature method. The signature method can be Complete extended or Complete. The bank provides it and it is usually Complete extended. Include url in signature. Ask ING Direct Transaction type. Authorized or Pre- Authorized. Usually Authorized. Generic message. Message to display in the summary of the customer s credit or debit card. 5

6 Títle. Description of the payment method that will appear in the checkout. Message to show on frontend. Customized message that will be displayed in the checkout when Servired payment method selected. Frontend Image. The same way you can customize the checkout message when select the payment method, you can also add a custom image. Payment for applicable countries. To configure the countries to deliver in with SEUR. If you select All the countries allowed the shipment will be only the countries 6

7 established with SEUR. If you select Specific countries, you can configure which countries in the next section. Payment for specific countries. To select them manually. Order status after right payment. If the transaction is successful is assigned a state in Magento, a new status is created in Magento called "Servired - Payment Ok". But could select any other. Status for order cancelled by Servired. If the transaction isn t successful a status is assigned in Magento. It will be Cancelled by default. But any other could be selected. Empty cart when order cancelled. With No option, when the order is cancelled, the customer returns to the cart with the order. With Yes option, the cart will turn empty after cancellation. Automatically invoice generation. For all successful transactions you can select to automatically generate the invoice. Select Yes to generate it automatically or No to do it manually. Send confirmation . Send a confirmation when the transaction has been successful. Besides the mandatory configuration, there is an optional configuration. In this optional setting can be configured the account we want to use to double- checking. Sermepa / Redsys, sends the notification IPN (Instant Payment Notification), plus an to the account assigned to the POS with a confirmation of each payment. This will be checked to confirm that the payment is correct. Mensaje de redirección. Allows you to customize the message shown when customer is being redirected to POS / TPV Tiempo de espera de redirección Allows you to specify custom time (in milliseconds) to wait for the customer to be redirected to the POS / TPV. Logo redirección. Allows you to specify an optional logo to be shown when the customer is being redirected to the POS / TPV. 7

8 Imagen cargando. Allows you to specify an optional progress image to be shown when the customer is being redirected to the POS / TPV. 8

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10 Check notification bank . If you want to enable checking bank notification mail to check the payment, select Yes. To disable it, select No. Frecuency. Indicates how often you want to check the inbox of the account. Number of tries. Maximum number of retries for the notification search. Order status when there is no notification mail. The order status is assigned when there is no notification mail. There is a special status called "Servired - notification not received". Although the maximum number of attempts has been exceeded, the status remains the same. If after getting the notification mail, its content is not correct, the order will be set as "Suspected of Fraud". Ideally, someone should check in the POS admin panel provided by the bank if the payment has been indeed received. Protocol. account protocol. Host. account host or IP. Port. Port number to access the account. The default port 993 is for IMAP (SSL), 995 for POP3 (SSL) and 110 for POP3 (not secure). User. User account. Format user@domain.com. Password. account password. Security. account Security Option. Sender adresses/domains allowed. Here you have to enter a list of addresses or domains from which you expect to receive notification s. Separate multiple addresses or domains by commas. It is sermepa.es, redsys.esp by default. It is important to consider the order status after checking the notification . Processing. Default status if everything went correctly. It the notification has been downloaded before exceeding the maximum retries and the content is correct. Servired notification not received. If you download the notification in the account and it does not appear. Or the retries have been exceeded. Suspect of fraud. If the has been downloaded and the content is not correct. It is recommended to check the current status of the payment in the POS admin panel provided by the bank. And based on that, decide what would be the actual order status. This system should be taken only as a warning system. 10

11 4.2.- From POS admin panel. Besides the configuration of Magento admin, we can also configurate some settinga in the POS admin panel. The access to POS admin panel on development environment should be something like: * ASK YOUR BANK ENTITY * the access to POS admin panel on production should be something like: * ASK YOUR BANK ENTITY * Once in the admin panel, you have to click on adm. tpv virtual. In Comercios / Modificar we find that: 11

12 You can add here the in the field Store which will receive notifications of Sermepa / Redsys. We recommend using this only to receive the notifications, since the content will be downloaded and then the s erased. Besides, in the Synchronization field, we can choose how we want the POS response IPN (Instant Payment Notification) to be. The standard form is Synchronous although it is recommended using the Synchronous SOAP or Synchronous SOAP with WSDL because they are safer. If you select any of the above, the POS will not send notification. The image is an aproximation and may vary depending on the bank. 12

13 4.3.- Candel unpaid orders To configure this new feature you have to go to Systemà Configurationà Interactiv4/Cancel Unpaid Orders 13

14 You have to fill these fields: Active. To enable or disable the extension. Cancel Unpaid Orders Older Than. You have to select the minimum period of time required since the moment when the order was created to the moment when the process that cancels the orders is ran. For example: if we select 5 minutes, when running the process, it will check all orders except for those created in the last 5 minutes. Unpaid Order Statuses. In this field you have to select the statuses you want to cancel. If there is an order with any of these statuses, it became cancelled once the process runs Frequency. You have to set the frequency you want to run the order s cancel process with. Start Date. Since when we want to start running the cron process. Run now. If you press the button, it will run the cron process to cancel unpaid orders. 5.- Admin user guide. These are the main features of Servired Pro ING Direct by Interactiv Refund directly from admin. One of the most powerful features of the extension is that you can make returns "Online" from the admin. So there s no need to make a bank transfer to the customer's account, everything can be done in one step in Magento. The refund may be total or partial. To do it go to Sales / Invoices. It is very important to do in invoices, not in orders. If done in order, it won t be "Online". Select the invoice you want to return partial or totally. And click in Billing Procedure 14

15 Select the products to return and update the amount to be refunded. If 1 selected the product will be returned, if 0 selected there will be no return. You may want to return the product but not the shipping; in this case in Shipping refund select 0. If we don t select anything, the shipping cost will be refunded by default. Even an adjustment can be done in the refund. Once you have selected the items to return, click on Refund. This will make a refund "Online", directly on the customer's card, without doing anything else. You can also make a refund offline if you click on the button Refund offline. 15

16 5.2.- Trace of POS events in admin orders. The extension leaves a trace in Magento Admin orders of what has happened in the POS. To see it go to Sales / Orders, select the order you want to see the information about and all the way down will be the trace. If there are errors, they will be displayed as well. 16

17 6.- Frontend user guide. The extension will appear in the checkout, both in standard and in Magento One Step Checkout. Servired Pro will appear on the payment methods. 17

18 7.- Common errors guide Not having SOAP installed. To use webservices in Magento, SOAP must be installed in the same server Reporting errors. If you have to report any error or incidence, please, include screenshots, logs or anything else you find necessary to solve it. Logs are in /var/log and you can activate them in System / Configuration / Developer / Logs configuration, enabling to Sí. 18