WiscWeb - WordPress UW Theme - Options for e-Commerce Transactions
This document will discuss options and process for having an e-commerce site created to complement your WiscWeb site.
Please note that the payment content will neither be hosted within nor be editable from the larger WiscWeb project. It will be hosted in a separate account with DoIT Web Hosting*. However, it can be styled, by DoIT's Web and Mobile Solutions team (WaMS)**, to look like the rest of your website. It will receive its own sub-directory location within the larger charge.wisc.edu domain (i.e. https://charge.wisc.edu/yourprojectname) and you can link out to this location from your WiscWeb site.
*You may be charged a monthly fee for the hosting of the site. Currently, the hosting of charge.wisc.edu is covered but this may not be an option in the future.
**DoIT's Web and Mobile Solutions team (WaMS) works on a cost-recovery basis and therefore, development of the payment piece, as well as stylistic embellishments, will incur charges.
Step 1: Review Campus Transaction Types
There are four options for facilitating payments. All transaction types are handled in a tool known as CashNet, which allows for credit card payments on a secure server. The integration with CashNet may require customization or enhancements not offered by the WiscWeb service. We suggest working with DoIT's Web and Mobile Solutions team (WaMS) to determine a hosting location.
The four transaction options are outlined below (information taken directly from Business Services):
For the purchase of goods relating to the larger department, organization, or group.
(1) With a Shopping CartA shopping cart storefront is usually a very complex site. But in general the point of commonality is the shopping cart page. No matter how large the site is everything ends up on the shopping cart page. This page is interfaced to the CashNet pages in the same way as a shopping cart site. All information about shipping, tax, rebates, etc is collected on the shopping cart page and stored in a local database. The amount is then sent to CashNet and the customer continues as in the other setups.(2) Without a Shopping CartA simple storefront will be one page long and contain all the items that are for sale. The user indicates which items they wish to purchase, fills out their customer information and submits the form. The rest of the process works like the simple registration.
For the payment of organizational memberships and dues for conferences and other events.
(3) Simple RegistrationA simple registration page can contain information such as name, institution, email, multiple registration types, food preferences or lodging requirements. All the data requested fits on one page and none of the information on the page changes dynamically. It's a simple HTML page that customer fills it out and submits it all at once.(4) Dynamic RegistrationA dynamic registration page has some element that can change each time the page is loaded. An example is a registration page where the customer has to select among different sessions. As sessions fill up they are automatically taken off the page. This type of page requires a database on the back end which is queries each time the page is brought up. Once the page is brought up the rest of the process works like the Simple registration page.
Step 2: Connect with Business Services Regarding Setup of CashNet Account
Once you’ve decided which transaction type you want, you will need to connect with the Accounting group at Business Services to get started with your CashNet account. They can review the options for setup with you, as well as answer any questions you have about how payment will/could work.
If you do not already have a merchant account, one will need to be created for you. If you already have a merchant account with Business Services, please reference it in your email. Also, it is helpful to include a detailed description of what you are looking to do, including which transaction type you will need.
Step 3: Reach Out to DoIT’s Web and Mobile Solutions (WaMS) Team
When your CashNet account is ready, you can reach out to DoIT’s Web and Mobile Solutions team to discuss how you would like your storefront or registration content to appear on a website. They will be able to build this content for you and tie it in to your CashNet account for payment transactions.