How to use the Payment Method Rules extension for Magento?
The Payment Method Rules extension allows you to define which payment methods must be enabled in the checkout depending on simple rules. These rules can be defined according to the shipping methods, the customer groups, and the store views.
The extension is very simple to use and can be adapted to many cases. Thanks to a very intuitive interface, as well as to log files, you'll be able to quickly create and check your payment method rules.
Moreover, Payment Method Rules is fully compatible with Pickup@store. For example, you could define a different payment method for each point of sale.
STEP 1: Configure the extension
To enable the Payment Method Rules extension, go to: STORESSETTINGSConfigurationWyomindPayment Method Rules
When the Payment Method Rules extension is enabled, you can also activate the payment method rules journal.
STEP 2: Create your rules
To create your own rules, go to: STORESPayment Method RulesMANAGE RULES
All your payment method rules will be listed in the grid.
You can create a rule by clicking on Add a new rule.
In the Configuration tab, configure:
Name Fill in a title for your rule. This is internal, for you to differentiate your methods.
Status You can enable or disable the rule whenever you want.
Position Define the position among other rules. Note that a rule with a low position will be checked first.
Payment Method Select one or more payment methods.
Note that all the payment methods displayed are the ones enabled in your store.
In the Conditions tab, you have so many possibilities to create the rule you want.
Store View Select the store view(s) targeted for that rule.
Customer Group Select the customer group(s) targeted for that rule. You could select Wholesale and allow the Bank transfer payments only.
Shipping Method Select the shipping method(s) targeted for that rule. You could define a payment method rule for each point of sale if you're using Pickup@Store.
STEP 3: Test your rules
You can test your payment method rules in the checkout where will be displayed the allowed payment methods depending on the settings of the rule.
You can also use the Testing tool from: STORESSETTINGSConfigurationWyomindPayment Method Rules
The testing tool will help you to check what payment method rules are allowed.
To test your Payment Method Rule:
Select: a store view a customer group a shipping method
Click on Go
The list of allowed Payment Methods is displayed.
Here is what is displayed when there is no payment rule allowed:
STEP 4: Check your rules
You can easily check your rules when creating an order from your Magento frontend or backend.
For example, 2 rules are defined, and both target all customer groups and store views:
Flat: for Fixed and Table Rate shipping methods The Check/Money order payment method is enabled.
Pickup method: for all pickup methods The Cash On Delivery payment method is enabled.
When ordering and choosing the Fixed shipping method, the payment method will be Check/Money order.
When creating an order from the Magento backend and choosing the Store Pickup shipping method, the payment method will be Cash On Delivery.
Quickly and easily define which payment methods must be enabled in the checkout of Magento® 2 depending on simple rules!
Rules can be defined according to the shipping and payment methods, the customer groups, and the store views.
A license is valid for an unlimited period of time on one single installation
If you're using more than one installation, you will have to buy a separate license for each instance.
if you're running several domains on a same installation, you will need only one license for all of them.
Although your license doesn’t have a limited period of validity, your Support & Upgrade period does. By purchasing a module, you’ll be granted a 12-month support period for free. Passed this period, you will have to pay for a new one (see FAQ: Extend your Support period)
One license is valid for an unlimited period of time on oneinstallation only. However, it is possible to extend or transfer your license in 2 cases:
If you would like to add your testing environments to your license. In that case, it is possible to extend your license to an unlimited number of domains for free. For mywebsite-staging.com or mywebsite-dev.com
If you want to transfer your license to another live domain. In that case, the Support & Upgrade period for your license must still be active.
To be able to use Payment Method Rules on both your production and testing environments, follow the instructions below:
Once Payment Method Rules is installed, you have to activate the license. For previous versions, you can activate the license from your back-office:
Go to your Magento admin panel. A message pops up at the top of the page.
If the message doesn't appear then you must check that:
1. The Adminhtml_Notifications and Wyomind_Core modules are well enabled. 2. The HTML output of the Adminhtml_Notifications and Wyomind_Core modules are not disabled in: storesconfigurationadvanced advanced 3. The encryption key well exists in app/etc/env.php:
Copy your activation key in: StoresConfigurationWyomind Your extension
You can find your activation key in 2 different places: - In the confirmation email that you received after purchasing Payment Method Rules. - In your Wyomind account:My account Licenses & downloads Select Payment Method Rules and click on .
A new page opens where you'll find your activation key (see below).
In your Magento admin go to: StoresConfigurationWyomind Your extension
Paste the activation key in the Activation Key field and choose between the automatic (yes) or the manual (no) activation method: - By choosing Yes, the connection to Wyomind license server will be automatic. - By choosing No, you will have to log on to Wyomind license server yourself.
Click on Save config .
A message appears at the top of your admin panel. Click on that link: Activate it now!
Copy and paste the license code in theLicense code field from your admin or simply click on Activate now!
Finally, refresh your cache, log out and log in back straight after, to complete the installation.
When the extension includes other modules, repeat the steps described above for each one, using the corresponding activation keys (each module has its own activation key).
Add another domain to your license
To activate the license on another domain (test, staging...):
Once the extension is installed on the new domain, copy your activation key in: StoresConfigurationWyomind Your extension
After having saved the configuration, a notification appears. Click on Add this domain to my license.
A transfer request will then be sent to our team within an hour. Once the request is taken care of, you will receive a confirmation email. If your transfer request is accepted, you can use Payment Method Rules on both environments at the same time.
Note that the order in which you activate your license on your domains does not matter. You can start with your staging/dev/local environment or with your live domain, the process will be the same.
Also, if you have loads of staging domains, or if you are an agency managing load of domains for your customers, please contact us so that we can automatically whitelist these domains.
We are using this solution to manage our payment method between the online Store and the Storepickup in our Showroom. So we can be sure to have no orders with Methods we don't want to have it for each "Shipping Method". Very useful and easy configurable module!
18th July 2019
Great company and great service
Extension works super and support is more than helpfull
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