Setting Terms and Conditions for Payment Methods and Shipping Options
Clarity has terms and conditions attached to their payment methods and shipping options. Businesses must assess these terms and conditions before proceeding with a purchase. They can also raise a dispute if there’s a change from what’s mentioned on the terms and conditions.
There are two types of terms and conditions:
-
Payment terms attached to payment methods
-
Delivery terms attached to shipping options
Clarity’s terms offer money order as a payment option for business customers and a variable rate shipping method for shipping orders based on their weight.
Kyle, the administrator, will now add payment terms to the payment method and delivery terms to the shipping options.
Creating Payment Terms for Money Order
-
Open the Global Menu (
) and navigate to Commerce → Terms and Conditions.
-
Click Add (
) and enter the following information:
Name: Money Order Payment Terms
Type: Payment Terms
Priority: 0.0
-
Click Submit.
-
In the newly opened configuration page, activate the payment terms using the Active toggle.
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In the Description field, add the following payment terms displayed to the user while checking out.
-
Format the text inside the text area by setting all the headings to Heading 2.
-
Click Publish.
Linking the Payment Terms to Money Order
-
Open the Global Menu (
) and navigate to Commerce → Channels.
-
Select Clarity B2B and scroll down to the Payment Methods section.
-
Select Money Order.
-
Go to the Eligibility page and select Specific Payment Terms.
-
Search for
Money Order Payment Terms
, click Select, and then click Save. -
Click Save.
The payment terms are now attached to the order during checkout. Your business customers can view these terns and conditions when they place an order and ensure that they’re not in violation of any of them.
Creating Delivery Terms for Variable Rate Shipping
-
Open the Global Menu (
) and navigate to Commerce → Terms and Conditions.
-
Click Add (
) and enter the following information:
Name: Variable Rate Delivery Terms
Type: Delivery Terms
Priority: 0.0
-
Click Submit.
-
In the newly opened configuration page, activate the delivery terms using the Active toggle.
-
In the Description field, you can add the delivery terms that’s displayed to the user while checking out.
-
Format the text inside the text area by setting all the headings to Heading 2.
-
Click Publish.
Linking the Delivery Terms to Variable Rate Shipping
-
Open the Global Menu (
) and navigate to Commerce → Channels.
-
Select Clarity B2B and scroll down to the Payment Methods section.
-
Select Variable Rate.
-
Go to Shipping Options and select Standard Shipping.
-
Go to Eligibility and select Specific Delivery Terms.
-
Search for
Variable Rate Delivery
Terms and click Select and then click Save. -
Click Save.
The delivery terms are now attached to the order during checkout. Your business customers can view these terms and conditions when they place an order and ensure that they’re not in violation of any of them.