Introduction - Smart Payment Rules Manager

Managing payment methods effectively is crucial for ensuring a smooth and secure checkout experience. The Smart Payment Rules Manager plugin for nopCommerce is built to help store owners customize the visibility of payment methods based on various business-specific conditions.

By default, nopCommerce shows all enabled payment methods to every customer. However, in many real-world scenarios, this may not be ideal. For example:

• You may want to disable Cash on Delivery for international orders.
• You might want to allow bank transfers only for wholesale customers.
• Or perhaps restrict credit card payments on mobile devices for security reasons.

This plugin solves these use cases by allowing you to create rules that define when a payment method should be shown or hidden. Each rule can be tailored using multiple condition types (called requirements), such as:

• Order total or subtotal
• Customer’s billing or shipping country
• Device type (Mobile or Desktop)
• Customer role
• Currency used and
• Product type

In addition to these rule conditions, you can:

• Set start and end dates for rule validity
• Assign priority levels to handle conflicts between rules
• Limit rules to specific stores (in multi-store setups)
• Enable logging for situations where no payment method is available, helping with debugging and customer support

This plugin is ideal for store owners, eCommerce managers, and developers who want to apply advanced business logic without modifying the core nopCommerce code. With the Smart Payment Rules Manager, you can create a more flexible, secure, and business-aligned payment experience that meets your store’s goals and customer expectations.

Purpose of This Guide

The purpose of this user guide is to provide a clear, step-by-step understanding of how to use the Smart Payment Rules Manager plugin in nopCommerce effectively.

This guide is designed to help users:

• Understand the plugin’s functionality - Learn how it works, when it applies, and why it’s useful for your store.
• Set up and configure payment rules - Gain practical knowledge on how to create, edit, and manage rules based on specific business needs.
• Apply rule-based conditions (requirements) - Understand how to restrict or allow payment methods using customer roles, order totals, locations, device types, and more.
• Utilize advanced options - Learn how to assign rule priorities, schedule rules with start and end dates, and limit rules by store (in multi-store setups).
• Troubleshoot with built-in logging - Identify cases where no payment methods are available and use logging to track down the cause quickly.

By the end of this guide, you’ll be able to confidently use the Smart Payment Rules Manager to improve your checkout experience, comply with business rules, and offer the right payment methods to the right customers at the right time.