Payment method configuration is an essential element of any subscription selling solution. Without properly configured payment methods, your consumers wouldn't be able to conduct transactions with your business!
For merchants selling physical goods, it will be vital that you configure shipping methods that allow you to cover your costs while also providing for an excellent customer experience.
The following article will guide you through the process of configuring payment methods and shipping methods directly within the Salesforce Business Manager.
Without further ado, let's begin!
Configuring Payment Methods
Thankfully, payment methods come preconfigured with the sticky.io cartridge for Salesforce Commerce Cloud! Before we move on, there is only one step to take — ensuring that credit cards are properly configured as a payment method for subscriptions.
To do this, we will start by logging into our Salesforce Commerce Cloud Business Manager and selecting the site of interest.
Next, we will open up the Merchant Tools dropdown. Under the Ordering subsection, we will navigate to Payment Methods.
Here, you'll be able to see information about all of your configured payment methods.
From the list of available payment methods, click on the Credit Card row.
Within the CREDIT_CARD Details field, scroll down and ensure the Subscription Enabled box is checked. Once it is checked, click Apply to preserve your selections.
And that's it! Your payment methods are properly configured.
Configuring Shipping Methods
Next, we will walk through the process of configuring shipping methods. To configure shipping methods, we will start by logging into our Salesforce Commerce Cloud Business Manager and selecting the site of interest.
Next, we will open up the Merchant Tools dropdown. Under the Ordering subsection, we will navigate to Payment Methods.
Here, you'll be able to see information about all of your configured shipping methods.
Our test account has some pre-configured shipping methods, but we will walk through the process of creating new ones. Select New to create a new shipping method.
First, assign a unique ID to your shipping method. This is for internal purposes only and will not be visible to consumers. Next, use the fields to change the Name and Description as they should appear in the storefront. Please note - the shipping method ID and Name can be the same value, but duplicate IDs are not possible.
If you would like to use another shipping method as a basis for a new shipping method, simply open the Based On dropdown and select the shipping method of interest. Click Apply to preserve your changes. This will pre-populate information from that shipping method into the relevant fields.
Define your Tax Class for the shipping method. The available options are Exempt or Standard. Standard will apply sales tax to your shipping charges while Exempt will not.
Select your Currency for the shipping method. Available options include US Dollar (USD), Euro (EUR), Japanese Yen (JPY), and Chinese Yuan (CNY). Please note that only one currency can be enabled per shipping method.
Enable or disable store pickup using the corresponding checkbox.
Designate your Estimated Arrival Time for the shipping method. This field will also be consumer-facing as a part of the checkout experience.
Toggle on the Enabled box and if desired, designate the shipping method as the Default using the checkboxes. Click Apply to preserve your changes.
After applying, you will now see additional dropdown menus appear. These fields are pictured below.
Defining Shipment Cost
Shipment Cost will allow you to define the costs for the selected shipping method based on the value of the purchased products.
You, as the merchant can set multiple values within this field. For example, an example setup might charge $5 for shipping on items valued at $0 or more, but $7 when that product cost is above $20. That configuration is pictured below.
As always, be sure to click Apply to preserve your changes.
Defining Product Surcharge Costs
Product Surcharge Costs can be added on to the shipping costs for specific product groups. To define a product group, click into the Edit button within the Product Surcharge Cost submenu.
Product groups can be based on inclusion or exclusion criteria. For example, products might be included (or excluded) based on Categories, Price or other attributes.
Once satisfied with your product group, define the incremental shipping cost that you would like to associate with your product group.
As always, be sure to click Apply to preserve your changes.
Defining Exclusions
Exclusions can be based on products or shipping addresses.
To define your exclusions, click Edit to modify your excluded product and excluded address rules.
As always, be sure to click Apply to preserve your changes.
Defining Customer Groups
Shipping methods can be applied directly to particular customer groups.
Within the Customer Groups section, click Edit to modify which customer groups your shipping method applies to.
Here, you'll be able to see all of your created customer groups. Pre-created groups are ready to go and available for usage.
Select the customer groups of interest using the checkboxes and click Assign to preserve your selection.
If no customer group is specified, the shipping method will appear to all customers by default.
As always, be sure to click Apply to preserve your changes.
Congratulations! You're now an expert on configuring payment methods and shipping methods within the Salesforce Business Manager.