Customers Management
Customer Management - is a module which allows to set custom payment flow. It is located at Settings -> Customers management. This screen contains the list of all Merchants in the system tat are connected to Customers Management.
On this screen it is possible to make a search by Merchants or to add new Merchant(Configuration) into the Customer Management module by pressing Add new button on the right top corner of the screen.
Adding New Merchant To Customer Management
After pressing Add new button, this screen will popup:
First select the Merchant in Merchant field which will be connected to Customer Management system.
Then select one of the operation mode - CRM(API) or Payment Gateway.
CRM(API) - allows to determine Customer by merchant customer id. Not configured levels are created if customer level parameter is present in API calls.
Payment Gateway - allows to determine Customer by internal customer id.
In default behavior select either Project or Unknown Level.
Project - In case if not configured customer level is present in API calls, Project and Endpoint settings will be used.
Unknown Level - In case if not configured customer level is present in API calls, Unknown level settings will be used.
Warning
Any misconfiguration may lead to payment processing stop.
After selecting Operation mode and Default behaviour choose one of the choices or both:
Reset individual payment settings when customer level changed.
Automatically add all merchant projects to Unknown level
After adding Merchant to Customer Management it is possible to edit or delete configuration.
Level Configuration
Level configuration can be done for Deposits and Withdrawals. In order to add configurations press + button and select the currency.
Note
The currency may vary based on the currencies in which the Merchant’s Projects are available.
unknown is a default level that will be created automatically.
On the screen shown above, all levels will be displayed with the next information:
Level name
Projects - all Merchant’s projects that are connected to Customer Management.
Created and Modified - which will show the time - configuration was created or modified.
Press edit button to change level name or add/remove projects from level or Delete “currency” in order to delete the whole configuration for the currency.
Customer level configuration
Press on Level Name to access Customer level configuration. In opened window select Level configuration to setup custom payment flow for Customer level or Filters to add additional checks for level.
This screen will display information about level such as - Payment direction - Deposit or Withdrawal, Currency, Level name, Status - which shows teh status of level(active/disabled).
In Payment methods section all available methods for Payment Cashier will be displayed. By pressing on any of the methods Configuration window will popup.
Filters
Transaction filters in System are intended for rejection of certain transactions on various reasons.
There are three level filters:
Сustomer id usage frequency for last 24 hours (daily limit)
Сustomer id usage frequency for last 7 days (weekly limit)
Сustomer id usage frequency for last month (monthly limit)
Name |
Description |
Value |
|---|---|---|
amount limit |
maximum total transactions amount for the last 24 hours (week, month) for exact Customer id |
99999 |
calendar week starts from Sunday |
“Yes”: calendar week starts from Sunday, “No”: calendar week starts from Monday |
Yes/No |
for all merchant currencies in CMS |
current total transactions amount or count for the last 24 hours (week, month) for this customer id would be calculated “Yes”: for all merchant levels in all currencies in payment direction (Deposit or Withdrawal) and converted to the currency of the current level for comparison with the amount limit “No”: for current level only |
|
quantity limit |
maximum total transactions count for the last 24 hours (week, month) for exact Customer id |
99999 |
subtract Cancel transactions |
||
use calendar day |
Error codes
# |
Code |
Name |
|---|---|---|
19000 |
Daily amount limit exceeded for customer id |
|
19001 |
Daily quantity limit exceeded for customer id |
|
19002 |
Weekly amount limit exceeded for customer id |
|
19003 |
Weekly quantity limit exceeded for customer id |
|
19004 |
Monthly amount limit exceeded for customer id |
|
19005 |
Monthly quantity limit exceeded for customer id |
Customers
Individual configuration can be done for Customers. Depending on the LINK that were sent, customer can be created automatically or manually through Customers screen. Press on Customers in order to access the Customers screen.
As shown on the image above, press 1 - Show filter to open additional criterion for search. In popp up screen select next criterion: (Payment Gateway’s) Customer IDs, Merchant Customer IDs, Deposit level name, Withdrawal level name, Email or Date range (creation dates).
Select group of customers or all of them to Set global limit or Change level - for all selected customers.
Common Settings
By pressing on any customer’s ID next window will pop-up:
In Common settings all customer information will be shown. Press Edit info to change customer information except Customer ID and Merchant customer ID. The Virtual terminal button will allow to open the virtual terminal with al customer information directly from this screen. All orders will show all orders associated with customer.
Individual Payment Settings
Individual payment settings allows to setup Cashier Payment Form for each customer separately. First choose level and currency for the setup. Then select Use as global limit for customer if min/max amount for currency should be applied for all available solutions . Select Payment methods and apply setup if needed. By pressing Virtual terminal button Virtual terminal with all customer information will be opened.