How to link payment methods with users? (PlugSales)

If your company works with specific payment methods for each seller, you can configure this filtering in PlugBot!

By doing this, each user will only be able to use the payment methods associated with them during data mapping to place an order.

Learn how to associate Payment Methods and Users by following the steps below.

Step by step

To link payment methods with users, go to the payment methods tab and select the option “Map users”.

After selecting the Source Tableor entering the SQL Source, click “Load data”.

With the data loaded, you can begin the field mapping process, following the instructions for each field.

Each record must have the following fields:

• ID
  • Numeric field of type inteiro that identifies the link between the payment method and the customer.
• PAYMENT_FORM_ID
  • Numeric field of type inteiro with the payment method ID.
• USUAR_ID
  • Numeric field of type inteiro with the user id.

Integration example

So that you understand how the link between Users and Payment Methods works in practice, we put together a small relacionamento diagram that will occur between the mapped data:

See an example of dados that could be mapped during this link:

In the example, the seller João (ID: 1) and Paulo (ID: 3) will have access to the two mapped payment methods, both Credit Card (which has an ID equal to 1) and Bank Slip (which has an ID equal to 2), because when a user is not linked to any payment method he will automatically have access to all mapped payment methods.

The seller José (ID: 2) can only sell by Credit Card.

This restricted access is due to the third table in the data example, which has two records for seller 1 associating it with payment methods 1 and 2, while it only has one record associating seller 2 with payment method 1.

If you need to associate Payment Methods with your customers,this article teaches you how to do this!