Managing your settings

Required option: Payment
Authorised profile: Brand managers

To access the online payment settings, follow the steps below:
 

1. Go to the settings wheel > Settings > Payment tab
    
2. Select the setting you want to change from each drop-down menu
    
3. Click Apply to save your changes
    

The settings are split into 3 sections: global, buyers and brand users.
 

• Global: choosing Enabled turns on payment by default for all your retailers. For each retailer, you can then either let them pay on their own or generate payment links.
   
• Buyers: the Buyer default checkout mode setting lets you allow your buyers to pay directly after placing their order. This automatically generates a payment plan based on the payment terms set up beforehand.
  
  You can allow your buyers to pay on all orders or on a defined scope of orders, for example only on in-stock orders during your replenishment season.
   
• Users: this section contains two settings linked to two available roles: Brand managers and Sales representatives. Based on the payment terms set at retailer level, you can allow payment link generation and payment plan creation either for brand managers only or for your agents (sales representatives). Both can be allowed at the same time.
  
  You can go further by choosing the order status from which a payment link and payment plan can be generated: from the Pending status (Open for buyer/brand) or the Confirmed status.