Backoffice - Tutorial

The purpose of this document is to guide the retailer about how to access and use the Cielo Checkout Backoffice

Accessing the Backoffice

In order to access the Cielo Checkout Backoffice, it Is required that the retailer Log in to the Cielo Website, by inserting his/her Affiliation (establishment number) and User:

After that, it is required to insert your Password:

On the “Online Sales” area, just click on Cielo Checkout.

In case the main website is not available, just access the URL https://cieloecommerce.cielo.com.br/backoffice and insert your register e-mail and password.

!Cielo Checkout

Cielo Checkout Backoffice Tabs

The Backoffice is made of 6 different Cielo Checkout administration Tabs. They are:

DashBoard Tab

Initial Tab where the information about your account and about the volume and kind of transaction your store has been making via Cielo Checkout.

Kinds of information

In this screen, you can find two kinds of information.

• Alerts – Indicates if there are orders to expire on the present date.
• Financial and transactional volume - Are interactive charts that show in percentage and in total value, what is the participation of each payment method at the end of the transactions made and the total volume according to the transactions status..

Orders Tab

This tab contains the entire listing of transactions made on Cielo Checkout. Here it is possible to search a given order, through a given search parameter on the fields or unchecking the “Payment methods” or “Payment status” “checkboxes” and pressing the button “Search”. The research result is displayed in the form of a transaction listing that can be exported as an Excel spreadsheet.

Orders Listing

Orders details

Payment Link Tab

In this tab, all links of created payments are presented. These links can be used in different ways to provide a greater sales volume.

To know more about payment links, check::

• Integration via Button/Payments link
• Payments link - Tutorial

On the Payments Link menu, there are the areas: Register Payment Link e Listar Links de Pagamento Registrados.

List Payments Link Registered

By clicking on the Title or product SKU, you’ll be redirected to page of Product informations, where all the product characteristics are informed and where you can set a standard to the Button (in case your integration is based on Cielo Checkout Button) to be used in the sale of the product.

The integration via Button is better explained on the item Integration via Button/Payments link.

Register Payments Link

In this page it is possible to register your products based on the kind of product itself. Each registered product will generate different payment Links. Cielo Checkout considers 5 kinds of products: Physical material, Digital, Service, Recurrence and Payments.

• Physical material – Physical Products that require being sent by the retailers. Example: Clothes, Toys, etc.
• Digital – Digital goods sold on the internet. Example: Software, Games, Music, etc.
• Service – Services to be rendered. Example: Delivery, projects and estimates.
• Recurrence - Transactions that repeat on a given interval of time. Example: Subscriptions, tuitions, etc.
• Payments - Unique payments or value transfers. Example: debt settlements, etc

After registering the product/Payment link, the following store will be displayed:

The payment Link is displayed in 3 ways:

• Button - An HTML code like the one below will be created:

<form
  method="post"
  action="https://cieloecommerce.cielo.com.br/transactional/Checkout/BuyNow"
  target="blank"
>
  <input
    type="hidden"
    name="id"
    value="00000000-0000-0000-000000000000"
  /><input
    type="image"
    name="submit"
    alt="Comprar"
    src="https://cieloecommerce.cielo.com.br /BackOffice/Contenthttps://developercielo.github.io/images/botao_comprar_3.jpg"
  />
</form>

Example of a Functional button:

• QR CODE AND LINK - The link and the QRCODE have the same behavior as the button, leading the same transactional screen.

Reports Tab

In this page it is possible to generate 05 kinds of reports: “Financial Report”, “Detailed of sales”, “Clients Listing”, “Billing Statement” e “Recurrence Report”.

Financial Report

This report presents the sales paid in given period of time, being sorted by payment method. By selectimg the period and payment method, after pressing “Search”, the result will be presented.

Detailed of Sales Report

This report informs the value of each order as well as the data about the product and buyer. The report only informs data from the orders considered with “PAID” status.

Clients listing

The clients listing generates an Excel file containing the data of the clients that made the buying in your store.

The presented data are:

Billing statement

The list of the value charged by the services provided by Cielo is presented in this report. All plans data and transaction costs will be presented here:

Recurrence Report

In this report it is possible to search the recurrence set and your transactions based on your ID or by Status and occurrence Interval.

When clicking on the “+” icon, the Recurrence Details screen is opened:

The recurrence details inform the cart and the scheduled transactions history. When clicking on “+Details” the retailer is directed to the Orders details screen (Check item “ORDERS”)

It is possible to perform 3 kinds of modifications on the recurrence:

• Deactivate the Recurrence - Ends the automatic charge process. Deactivation cannot be undone.
• Change the Interval - Changes the current recurrence interval to one of the other options (Bimonthly, semiannual and annual)
• Change the scheduling day - Modifies the day in which the recurrence transaction will occur.

Manuals Tab

This page contains the Cielo Checkout manuals, as well as the FAQ page and “Questions”, where the retailer is able to get in touch with the Cielo Checkout support team.

In this page it is possible to make contact regarding Operational, technical and Commercial questions and to access the Cielo Checkout technical and support documents.

• Developer Manual – Contains the procedures and the Cielo Checkout integration guidelines to your website.
• FAQ – Most common questions regarding Cielo Checkout. Contains information about Commercial, Technical and Operational questions and regarding the Test Mode.

Store configurations Tab

In this page it is possible to perform configurations in different mechanisms within Cielo Checkout. This area is divided in 4 different parts: Display, Payments, Anti fraud, Correios freight and services.

Display

Here it is possible to change the available payment method logo available in your store and website background color through the options box or typing the code related to the selected color (The colors are in RGB standard).

Payments

In this screen it is possible to change the available payment methods configurations in your store, setting them as active or not, and to configure the Return URL, notification and Status Change.

Cielo Checkout Test Mode

The Cielo Checkout test mode is a tool that allows testing your website’s integration. With the test mode, you can perform transactions as you evolve with the integration and you’re able to simulate scenarios to test different payment methods.

Test mode can be activated by checking the selection box:

When the option is saved, a red stripe will be displayed on the superior part of the screen. It’ll be displayed in all Backoffice’s screens and on the Cielo Checkout transactional screen.

This stripe indicates that your Cielo Checkout store is now operating in a test environment, that is, the entire performed transaction in this mode will be considered a test.

Backoffice	Transactional

Kinds of Notification

Cielo Checkout has two kinds of notifications that the retailer is able to use according to his/her needs:

In order to use both models, the retailer will have to access the Cielo Backoffice and configure both the NOTIFICATION URL and the STATUS CHANGE URL.

For more information about the notifications model, visit the Integration manual

Main Cielo Checkout URLs

The URLs described in this area of the tab have the function of means of communication between the Checkout and the integrated retailer system. Below there’s description of each of the URLs.

• Return URL - When finishing the transaction, the final buyer will be able to be redirected to the return URL. By clicking on the ‘‘BACK’’ button on the sales receipt screen, the buyer will be redirected to the Return URL previously registered on the Backoffice.

• Notification URL - When finishing a transaction, it is sent a post with all sale data to the Notification URL, previously registered on the Backoffice. The notification POST is sent only at the moment that the transaction is finished, independent if there was a transaction status change.

• Status Change URL - When an order has its status changed, it will be sent a post to the Status Change URL, previously registered on the Backoffice. The POST of status change does not have cart data,only the order identification data.

On the orders screen, within each transaction, there is an option to resend the status change POST. Just click the blue buttons, marked in the image below:

For more information about the Checkout notifications, visit the Integration manual

Minimum Values and Discounts

In this part of the configuration tab, it is possible to configure 4 minimum values and discounts per payment methods:

About Minimum Value:

Example: In case the minimum installment value is R$10,00, a purchase of R$100,00 can be split in up to 10x, even if in the store configuration the 12x installment is enabled.

Active Payment Methods

Just check the selection box of the card that you want to make available at the moment of the payment. To disable it, just uncheck the selection box.

The installment is defined by card brand. The maximum number of installments available for each card is set by the retailer.

Cielo Checkout allows installment in up to 12 times without interest. The number of installments displayed on the transactional depends on the minimum installment value configured by the store.

Anti fraud and Automatic Capture

Here it is possible to set the automation of the capture processes and orders cancelling based on the anti fraud analysis result and to set a minimum start value that a transaction must be analysed.

AF analysis minimum value field:

Anti fraud status table

You can view the anti-fraud status by going to the purchase detail in the Orders tab and clicking the (+) icon.

Correios Freight and Services

In this area you can configure the available freight options in your Store. On the Information section about Freight, there’s an explanation more detailed about the kinds of available freights on the Cielo Checkout. There’s also on the Correios freight area, a freight calculator for queries (this calculator displays the freight value of each kind of freight registered for a given weight and locality)

Tutorial - Payment Link

About the Payment Link

The Button, QR CODE or LINK is a purchase method always used when there is no “shopping cart” in your store. This kind of integration is is performed via the register of a set of items to be sold on the Cielo Checkout backoffice.

The button generates one of the 3 different kinds of access methods to the same transactional screen:

Method	Name	Description
	Button	It is an HTML code that when pasted on a website, will direct the buyer to the transactional screen - Ideal to hotSites or E-mail Marketing usage
	QRCODE	Código interpretável por Smartphones e Tablets - Ideal to Printed Marketing or Digital usage
http://bit.ly/2tRkSxZ	LINK	a compatible link, ideal to Social Media or Mobile Messengers usage

This integration model is used to:

• Associate a quick purchase straight to a product with a promotion on a homepage, skipping the cart step.
• Send an e-mail marketing, or a charge via e-mail.
• Add the button (HTML) referred to the product/service to be bought/paid.
• Perform the sending of payments by mobile applications.
• Always when it is desired to provide a quick purchase.

In order to use this feature, it is required to register the product that you want to sell, its informations, and after that, simply copy the source code generated to this button.

Button characteristics

Each button has an unique code that only allows buying that given product on the price conditions and registered freight. Therefore,a fraudster is not able to change any of these informations when submitting the purchase, because Cielo Checkout will search for every product data on the Cielo Checkout Backoffice register.

Payment Link Flux

Creating a Payment Link

To use this feature, it is required to register the product that you want to sell, its information, and then simply copy the source code generated to this button. The products inclusion is made within the Cielo Checkout Backoffice, on the Products/Register Products menu.

It is possible to create 5 different kinds of Payment Links:

• Physical Material – Physical Products that require being sent by the retailers. Example: Clothes, Toys, etc.
• Digital – Digital goods sold on the internet. Example: Software, Games, Music, etc.
• Service – Services to be rendered. Example: Delivery, projects and estimates.
• Recurrence - Transactions that repeat on a given interval of time. Example: Subscriptions, tuitions, etc.
• Payments - Unique payments or value transfers. Example: debt settlements, etc.

Register Screen

Register Button:

Below the listing of items that must be registered for the button creation:

Adding the button to your page, you’ll have to copy the button HTML code created and include it on your website’s HTML, as the example below.

Each button has a unique code that only allows to buy that particular product in the conditions of price and registered freight. Therefore, a fraudster can not change any of this information when submitting to the purchase, because Checkout Cielo will collect all the product data in the register of the Backoffice Cielo Checkout, and will be worth the register data.