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customer_portal:iorder:trade_policies [2020/12/04 00:41]
leslie created
customer_portal:iorder:trade_policies [2023/09/20 00:43] (current)
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 This is the default option for customers who do not have their own ‘trade’ policies, but want to use eWay or Stripe online payment gateways. This is the default option for customers who do not have their own ‘trade’ policies, but want to use eWay or Stripe online payment gateways.
  
-The auto-generated ‘Trade’ policies use the default iOrder policies template, which includes the following generic ‘trade’ policies:+The auto-generated ‘Trade’ policies use the default iOrder policies template, which includes the following generic ‘trade’ policies, and meet the minimum requirements set by eWay and Stripe to use their online payment gateways:
     - Privacy Policy     - Privacy Policy
     - Security Policy     - Security Policy
     - Delivery Policy     - Delivery Policy
     - Refund & Return Policy     - Refund & Return Policy
-  - The auto-generated ‘Trade’ policies meets the minimum requirements set by eWay and Stripe to use their online payment gateways + 
-  If the auto-generated ‘Trade’ policies are to be used, it needs to be put in writing to the customer that they read the auto-generated ‘Trade’ policies so they understand what it states and their obligations under it.  + 
-  If a customers does not want to use the auto-generated ‘Trade’ policies, but would like to use eWay or Stripe online payment gateways, the customer will need to provide their own policies – this can be via a URL to the custom policies, or by sending Helpdesk the custom policy PDF files that will be uploaded for use in iOrder.+**Important:**\\ 
 +If the auto-generated ‘Trade’ policies are to be used, please carefully read the policies to understand the obligations they outline\\ 
 +If you would prefer to use your own custom ‘Trade’ policies, please email the PDF files of your custom policies, or the URLs, to Helpdesk. 
  
 ===== Custom Policy URLs ===== ===== Custom Policy URLs =====
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 === Custom Policy Configuration === === Custom Policy Configuration ===
 How the custom policies are configured depends on the POS system being used: How the custom policies are configured depends on the POS system being used:
-Store-based iPOS/iPizza/iCafe system +  - Store-based iPOS/iPizza/iCafe system 
-  - Company-wide policies: +    - Company-wide policies: 
-    - POS back office -> iOrder -> ‘Company iOrder Configuration’ +      - POS back office -> iOrder -> ‘Company iOrder Configuration’ 
-    - Edit the appropriate option under ‘iOrder Policies & Information’ +      - Edit the appropriate option under ‘iOrder Policies & Information’ 
-  - Site specific:  +    - Site specific:  
-    - Open /local/iorder.inc +      - Open /local/iorder.inc 
-    - Add to appropriate option at the end of the '[ONLINEORDERING] section+      - Add to appropriate option at the end of the '[ONLINEORDERING] section
  
-Cloud-based iPOS/iPizza/iCafe system +  - Cloud-based iPOS/iPizza/iCafe system 
-  - Company-wide policies:  +    - Company-wide policies:  
-    - Edit /custom/iorder/constants.inc +      - Edit /custom/iorder/constants.inc 
-    - Find the existing option under the ‘[ONLINEORDERING] section +      - Find the existing option under the ‘[ONLINEORDERING] section 
-    - Set it as needed +      - Set it as needed 
-  - Site specific:  +    - Site specific:  
-    - Cloud Warehouse back office -> iOrder -> ‘CSite iOrder Configuration’ +      - Cloud Warehouse back office -> iOrder -> ‘CSite iOrder Configuration’ 
-    - Add the appropriate option to the ‘site JSON’ +      - Add the appropriate option to the ‘site JSON’ 
-    - Check the JSON is valid using jsonlint.com before saving+      - Check the JSON is valid using jsonlint.com before saving