[intro] Before you begin this guide, you need to ensure that you’ve installed the Purchase Orders Payment Method by reading this guide first. When you have completed both guides, you will have installed the offline Payment Gateway Purchase Orders onto your EKM online shop.
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Configuring the Payment Gateway

1. When you have installed the Purchase Orders Payment Gateway, you will be presented with these fields:

2. You can amend the Visible Name if you wish, and in the second field, you need to add in your Terms of Payment. Click Update Settings:

3. You can also limit what devices this Payment Gateway can be used with by clicking the Devices header:

4. This will reveal two switches - one for mobile viewers of your EKM online shop, and one for those visiting using a desktop. It’s standard to have the Payment Gateway turned on for both, however if you want to limit them for any reason, simply click the switch and then click the green Update button.

Adding fields for Purchase Numbers

You then need to add a field onto the Order Complete page of the Checkout Flow so that if a customer has paid using the Purchase Orders Payment Method, they can enter their reference number so that you can marry their order up with the correct account.

1. To do this, click Checkout on the left-hand side:

2. Scroll down to the Checkout Steps and hover over the Order Complete page. You will see an Edit Settings button appear. Click it:

3. Click the Edit button for Additional Information Fields:

4. Click the green Add Field button:

5. Click Select Field Type for Long Text Box:

6. You will then see the following fields:

7. Complete the fields and then click the green button:

[remember] If you are using the Customer Login feature on your EKM online shop, you need to amend this too. Open the Customer Login feature on the Features page:

Tick the box to enable your Customer to see the Purchase Order Number and then click the green Update button. This will enable the customers to see the Purchase Order Numbers for previous orders when they log in to their accounts on your EKM online shop. [/remember]

The Customer’s Journey

8. When the customer reaches the Order Summary of your Checkout Flow, the Purchase Orders Payment Gateway appears like this:

9. Clicking the Payment button will take the customer to the Order Complete page, which provides them with the details that they will need in order to pay using Purchase Orders. The customer can add their Purchase Order Number into the field provided:

10. When the number has been added to the field, the customer will then see this notification:

11. When you view the customer's order on the Orders tab, the Purchase Order Number is displayed beneath the contact details:

How to edit the Order Complete Messages

1. If you need to edit the Order Complete Message that is displayed on the Order Complete page, from the Settings tab click Checkout on the left-hand side:

2. Scroll down to the Checkout Steps and hover over the Order Complete step - you’ll see an Edit Settings button appear. Click it:

3. Click the Edit button for Order Complete Messages:

4. Click Edit Success Message:

5. In the window that opens up, you can edit the text within it to suit your brand. However, be careful not to delete the EKM Tags as these are essential and display important information to your customer regarding their order. Click the Save button when you have finished making your changes:

How to remove the Payment Gateway

1. If you want to remove the Purchase Orders Payment Gateway completely from your EKM online shop, you need to return to the Payments page via the Settings tab, and click Configure for Purchase Orders:

2. On the Configure page, click the button to the left:

3. This will remove the Purchase Orders Payment Gateway completely from your EKM online shop.

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[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in EKM Community.  [/contact]