Magento 2 User Guide March 11, 2018

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1 Magento 2 User Guide March 11, 2018

2 Getting Started Logging in to your Magento 2 Admin Panel Once your account has been set up, you can access the Plugin through your Internet browser. To log in: 1. Use the following link to arrive at the plugin login screen. d03b505d50e71d0452ff9b8/ 2

3 2. Enter your Username and Password and click Sign In and the Dashboard screen appears. Navigating the Plugin The plugin contains the functionality that will be in use in your account. The 2 main functionalities that will serve your needs are Stores and Sales which are located in the column on the left side of the page. 3

4 Configuration To configure your settings: 4

5 1. From the Stores section you can manage your account details and set the credentials that were given to you by the 5

6 SafeCharge Integration Team. Click Stores and then Configuration and the Configuration Page appears. 6

7 7 Magento User Guide March 11, 2018

8 2. From the tabs on the left, select SALES and the Sales dropdown menu appears. 8

9 3. From the SALES dropdown menu, select Payment Methods and the available methods are displayed on the right. 9

10 4. From the list of payment method there are to options under SafeCharge; Basic Configuration and Advanced Configuration. i) Basic Configuration: This tab allows you to implement the account credentials that were provided by the SafeCharge Integration team. You can toggle between the Test and Production using the Mode button. Press the Save Config button 10

11 to save your changes. 11

12 ii) Advanced Configuration: This tab allows you to implement the payment options for your payments. You can toggle between Settle and Auth-Settle using the Payment Action dropdown menu, as well as toggle between SafeCharge Payment Page and SafeCharge REST API using the Payment Solution dropdown menu. Press the Save Config button to save your changes. 12

13 Transaction Reports From the plugin, you can find Sale request that were sent from your account, as well as settle, credit, and void transactions. To view transaction details: 1. From the Sales section you can view and manage your transactions. Click Sales and then Orders and the Orders Page appears. 13

14 2. To view the transaction details, Click View in the Action column of the desired transactions and the Order & Account Information page appears. 14

15 In this page, you can find the order details such as the customer information, the item that was ordered, and the amount paid. To create an invoice: 15

16 1. To determine whether a specific transaction can be settled, credited or voided; from the ORDER VIEW tab on the left, click 16

17 Invoices and the list of available transactions appear. 17

18 18 Magento User Guide March 11, 2018

19 2. Click View in the Action column of the desired transactions and the order invoice appears. To perform a refund: 19

20 1. From the invoice, click the Credit Memo button in upper right corner of the invoice and the New Memo window appears. 20

21 2. Enter the desired amounts the Refund Totals section and click the Refund button and the refund is applied. To perform a partial refund by changing the quantity: 21

22 From the New Memo window adjust the qunatity of goods in the Qty of Refund box (step 1) and click Update Qty s (step 2) 22

23 and then click Refund (step 3) and the refund is applied. 23

24 To settle a transaction: 24

25 1. From the Order list select View from the Action of the desired transaction whose status is listed as SC Auth and the 25

26 Order & Account Information window appears. 26

27 27 Magento User Guide March 11, 2018

28 2. You can void the transaction by clicking the Void (Red) tab or settle it by clicking the Invoice tab (Green) and the New 28

29 Invoice window appears. 29

30 30 Magento User Guide March 11, 2018

31 3. From the New Invoice page you can adjust the qunatity of goods in the Qty of Refund column. Click the Submit Invoice 31

32 button and the invoice is updated. 32

33 33 Magento User Guide March 11, 2018

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