Documentation

Payment and Delivery Terms

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Payment Terms

Payment Terms govern the terms of a transaction between a buyer and seller. You can specify different Payment Terms for different customers. Liferay provides an editable text field for defining the conditions below, as well as ones you create.

  • The number of days the buyer has to clear their dues.

  • Late fees, if any, for failing to pay on the due date.

  • Discounts, if any, for settlements made ahead of the due date.

  • Any other conditions agreed between the seller and the buyer.

Note

Payment Terms may also be referred to as Negotiable Instruments and Invoice Payment Terms.

Creating Payment Terms

  1. Open the Global Menu (Applications Menu icon) and click on CommerceTerms and Conditions.

    The Terms and Conditions menu item is available under the Order Management section.

  2. Click Add (Add icon) and enter the following information.

    Name: Payment Terms 1

    Type: Payment Terms

    Priority: 0.0

    Enter a name, type and priority for the Payment Terms.

  3. Click Submit.

  4. This creates the new Payment Terms. You can add terms agreed upon with the buyer in the editable Description text field and use the Active toggle to enable it.

    Use the editable Description text field to add the Payment Terms and use the Active toggle to enable it.

  5. Click Publish.

Linking Payment Terms to a Payment Method

A Channel can have multiple payment methods, and you can associate Payment Terms with each of them. When there are multiple Payment Terms linked to a single payment method, the priority determines which one is used.

  1. Open the Global Menu (Applications Menu icon) and click on CommerceChannels.

  2. Select the Channel and scroll down to Payment Methods.

  3. Click the desired payment method and open the Eligibility tab.

    Search for the Payment Terms to link to a Payment Method.

  4. Click on Specific Payment Terms under Payment Terms Eligibility.

  5. Under Add Payment Terms, search for the Payment Terms and click Select.

  6. Click Save to link the Payment Terms and close the configuration view.

  7. Click Save.

Enabling Payment Terms Checkout Step

If there are multiple Payment Terms linked to a payment method, the one with the highest priority takes precedence over the others. To allow the user to select Payment Terms during checkout, it must be enabled in the Channel settings. If the user does not have permission to alter the default Payment Terms, the additional step does not appear during checkout.

Use the toggle to enable the Payment Terms step during checkout.

Delivery Terms

Delivery Terms define the conditions for the delivery of an order between a buyer and a seller. You can specify different Delivery Terms for different customers. Delivery Terms can have the conditions below and any you create:

  • Anticipated delivery time for an order

  • Conditions surrounding delayed deliveries

  • Returns policy

  • Any other conditions agreed between the seller and the buyer.

Creating Delivery Terms

  1. Open the Global Menu (Applications Menu icon) and click on CommerceTerms and Conditions.

  2. Click Add (Add icon) and enter the following information.

    Name: Delivery Terms 1

    Type: Delivery Terms

    Priority: 0.0

    Enter a name, type and priority for the Delivery Terms.

  3. Click Submit.

  4. This creates the new Delivery Terms. You can add terms, agreed upon with the buyer, in the Description text area and use the toggle to enable it.

    Use the editable Description text field to add the Delivery Terms and use the Active toggle to enable it.

  5. Click Publish.

Linking Delivery Terms to a Delivery Method

A Channel can have multiple shipping methods, and you can associate Delivery Terms with each of them. When there are multiple Delivery Terms linked to a single shipping method, the priority determines which one is used.

  1. Open the Global Menu (Applications Menu icon) and click on CommerceChannels.

  2. Select the Channel and scroll down to Shipping Methods.

  3. Click the desired shipping method and open the Shipping Options tab.

  4. Select the appropriate shipping option and open the Eligibility tab.

    Search for the Delivery Terms to link to a Shipping Option.

  5. Click on Specific Delivery Terms under Delivery Terms Eligibility.

  6. Under Add Delivery Terms, search for the Delivery Terms and click Select.

  7. Click Save to link the Delivery Terms and close the configuration view.

  8. Click Save.

Enabling Delivery Terms Checkout Step

If there are multiple Delivery Terms linked to a shipping method, the one with the highest priority takes precedence over the others. For users to select a Delivery Term during checkout, it must be enabled in the Channel settings. If users don’t have permission to alter the default Delivery Terms, the additional step does not appear during checkout.

Use the toggle to enable the Delivery Terms step during checkout.

Terms and Conditions Eligibility

You can link both Payment and Delivery Terms to specific Order Types using the Eligibility tab.

  1. Click the Eligibility tab of the Payment or Delivery Terms.

  2. Click the Specific Order Types radio button.

    Use the eligibility tab to link the Payment and Delivery Terms to specific Order Types.

  3. Search for the Order Type and click Select.

  4. Click Publish.