024681: New Channels - General - Allow payment types to be mapped

1.    Overview

KCSL have amended channels functionality such that the payment methods that are passed down to channels can be mapped to specific payment types to be used on the order in Khaos Control.

 

2.    Specification

Raised off the back of Zoho ticket #92917.

Khaos Control will make changes so that the payment methods that are passed down to channels can be mapped up to determine the payment type that is used on order files.

The payment methods will be able to be mapped up to the following payment types initially:

-          Cash

-          Card

-          Account

During the ApplyDefaults process in Sirion we will then modify the process to be able to handle removing existing Card / Cash, etc objects that currently exist against the Payment section of the order and get them replaced with the specified payment type section instead. Fields such as BankAccount and Amount exist at the base level of the Payment section, so won't require being modified, it will only be the type specific sections that are modified.

If we are mapping the payment type to Account, then it will simlpy require the Payment section removing from the order file and the RemainderOnAccount option being set to True within the header section of the order.

This situation will need to be handled separately to the standard ApplyDefaults / ApplyMappingValue logic (since that is much more basic) so that the Payments section can be modified as expected.

 

3.    Configuration

An updated application and changelog will be provided with this functionality.

A channel’s payment methods must be mapped to a payment type, otherwise the payment type will default to ‘Account’ in Khaos Control.

To map the payment methods:

  1. Type CHAN in the command window.
  2. Open the channel you wish to configure payment methods for.
  3.  Go into Edit Mode.
  4. In the bottom left ‘Channel Order Types’ grid, select a Payment type (an option with type Payment Account).
  5. Click the ‘new’ button above the the bottom right ‘Default values for order types’ grid.
  6. See there is a new option in the dropdown that appears ‘Payment Payment Type’.
  7. Select this new option.

      Fig. 1.0. – the new ‘Payment Payment Type’ option.

     

  1. This will add an entry into the bottom right grid. Click the ‘Value’ field for this new entry.
  2. Click F8.
  3. This opens a dropdown dialog to select Account, Card, or Cash. These are the payment type values you can map your payment method to.

      Fig. 2.0. – the new dropdown to select which payment type to map to.

     

  1. Choose your desired option and okay the dialog.
  2. Repeat for any payment methods you wish to map on that channel.
  3. Save.

 

4.    Usage

After applying the above Configuration, typical steps for usage would include:

 

  1. Pull down an order from a channel (e.g. Shopify) as usual.
  2. Note that depending on the payment method pulled down from the channel, the order will now have the mapped payment type against the Sales Order in Khaos Control.
  3. Previously this defaulted to always being of type Account.
    1. If no mapping is found, then the system will still default to type Account.

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