In a previous release, the feature to take Workshop Payments Online using Barclays ePDQ was made available. This has now been expanded to allow Vehicle Deposits to be taken online.
To help with adhering to recent social distancing guidelines that are in place, the system will now allow the dealer to capture Vehicle/CRM Deposits online. These can then be assigned to a Vehicle Order, Sale or to Reserve a Vehicle.
This is possible through the Barclays ePDQ system. For further guidance on ePDQ please see the Barclay Card Support site.
There is an additional set-up required for this feature to be used. This is detailed below.
Setup Requirements
Online Payment Notification Email
Within Pinewood DMS, navigate to Workshop > Parameters > Online Parameters. Here select the Online Payment tab, single or multiple email addresses to receive a notification of the payment to a dealer can be set.
These will be used to notify the users of the email set of payments taken.
Online Payment Merchant Parameters
To support the ability to take a Workshop Deposit Online, the ability to enter the payment URL is
available. This is located within Accounts > Nominal Ledger > Partner > Parameters - Barclays - Online Payment - Edit Parameters.
Within the ‘Payment URL’ field, add - https://payments.epdq.co.uk/ncol/prod/orderstandard.asp.
The PSPID, InPassPhrase and the OutPassPhrase are provided from your Barclays ePDQ system to
add.
An exception email must also be entered, the encryption type must always be set to SHA-512 and this must also match up with the Barclay Card parameters.
For Refunds URL - https://payments.epdq.co.uk/ncol/prod/maintenancedirect.asp
Once all relevant details have been added, select Save.
Global Transaction Parameters
In the Barclays ePDQ system, please ensure Sale is selected on the Default operation code. This will send the transaction as a status 9 to the DMS which will allow the system to read this and import the correct details.
Global Security Parameters
After setting the encryption type to be SHA-512 within the DMS, this will need to be set within Global security parameters to match as shown below:
Customer Email from ePDQ
In the Barclays ePDQ system, you are able to configure what emails are sent when a payment is
received, declined or uncertain outcomes take place. To ensure the customer receives confirmation of
the outcome of their payment, it is imperative that an email is configured within the ‘Email to Customer’
option. To do this within the ePDQ system, ensure this is set within Configuration > Technical
Information > Transaction Emails. On this page there is the ability to set up the ‘Email to Customer’
section. Here you can set up:
• The email address used as the sending email address to confirm the payment outcome.
• A telephone number to contact the dealer. This option is optional.
At this stage, you can then determine at what point the emails are sent to the customer.
ePDQ Direct Server to Server Setup
Within the ePDQ setup, you need to set up URL information for Direct HTTP server to server requests.
This can be completed within Technical Information > Transaction Feedback.
Within the Direct HTTP server to server requests section. The Online option needs to be selected.
The URL fields will then need to be populated with:
https://vector.pinewoddms.com/dx/epdq/payment/callback
Checks for e-Commerce
The communications URL needs to be entered into the URL of the merchant page containing the payment form that will call the page: orderstandard.asp. This can have more than 1 address and is separated by a semicolon ;
The URL to enter here should be:
https://communications.pinewooddms.com/
Also in this section, the dealer will enter the SHA_IN pass phrase. The information entered on this screen
must be entered into the in phrase parameters in the online merchant parameters detailed above.
Transaction Feedback
Within the Transaction feedback tab, you have the SHA_OUT pass phrase.
The information entered in this screen must be entered into the out phrase parameters in the online
merchant parameters detailed above.
Under the HTTP redirection in the browser, please ensure that ‘I would like to receive transaction
feedback parameters on the redirection URLs' is ticked.
Within the Transaction Feedback tab, scroll down the page to the Dynamic E-Commerce Parameters.
Within the parameter box, all the below fields must be selected. To select a field single click and then
use Ctrl to select multiple. Please ensure all of the below are selected.
• AMOUNT
• BRAND
• CARDNO
• CN
• COMPLUS
• CURRENCY
• ED
• NCERROR
• ORDERID
• PAYID
• PM
• STATUS
• TRXDATE
It is important these fields are selected for the selected payment to transfer to the DMS.
Please note that AMOUNT may not save correctly within the Selected field, double check after saving that the AMOUNT is there as if not then the amount will not be pulled through to the deposits tab in the CRM record.
Send a Payment Request
Within the CRM Deposits screen, there is now a button for ‘Online Payments’. Selecting this button will launch a pop up allowing the user to capture notes, the requested deposit value and the email address required.
- Payment Provider - The Payment Provider for the deposit.
- Value – This is the Deposit value that will be requested from the customer.
- Customer Email – The addresses displayed are those held against the customer record. At this stage they can be amended, a new address added and will be captured and will be logged in the amendments audit.
Email Request
- Sent From email address- logged in users email address
- Subject - Payment Request - Vehicle Branch Name
- Amount - The Deposit value requested
- From - The logged in users name
Contact History for this request is then added to the Customer.
Making a Payment Online
The Customer can then select the Click here to pay online link to proceed.
This will take the customer to a Barclays Page to make their Payment.
Once the payment has been successfully processed, it will display a Payment Successful message and a payment reference for the customer.
Deposit
If the customer makes the payment and this is then successful, the deposit will then be created within Pinewood DMS. A deposit will only create if the payment has been taken successfully.
The Deposit will be created for the value that was initially requested. The deposit can then be assigned to a Vehicle.
Notes – This will display Deposit Taken On Payment Reference - This will display the Barclays reference and is the same one given to the customer when their payment is successful.
A contact history will be added too, as it is when a manual deposit is taken.
Deposit Report
The payment provider and the payment reference will be seen on a deposit within the Vehicles deposit report, Vehicles > Reporting > Accounts > Deposits.
The Online Payments can be refunded providing refund parameters have been enabled.