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Configure your Portal and Products

In this article, you will learn about configuring your portal and products.

In order to use the portal you need to create a merchant account with either Braintree or Meritus / Paysafe.
To decide which one is right for you, please read this article.

Public Portal (System Value)

Click on the System Settings option available on the left menu. 
Click on the link "Public Portal" and change the setting from Disabled to "Enabled with Braintree payment processor" or "Enabled with Meritus payment processor" depending on which Credit Card processor you have chosen.
You can also allow students to purchase items in the portal using Store Credit. Your portal URL will also be displayed below the drop down (not displayed in the image provided).
Once option is selected, click on the OK button to save the changes.

Public Portal Login Message

You can modify the custom message to assist students / parents with logging in by clicking on the Edit button.

Braintree Connector

If using Braintree, you would have received the following three values: Merchant ID, Private Key and Public Key.
Enter the three values here.

Meritus Connector

If using Meritus you would have received two values: Merchant ID and Merchant Key.
Enter the two values here.

Product Setup for Portal

Next you need to configure products to be displayed on the Portal. Go to Products and Edit a product that you wish to be displayed on the Portal.

Show on Portal and Pickup

Show on Portal will display the selected product on the portal. If you do not want parents to purchase specific products, click on the toggle to turn it off.

 

Store Pickup allows parents to purchase an item online and then notifies the cashier that the student has purchased an item for pick-up. When an item is sold online, it will be removed from inventory so you can't oversell items that have not yet been picked-up. Leaving this on is good for physical items like a Binders and Sweatshirt. If you are selling digital item like a donation or dance ticket you might want to turn this off and it just records that the student made the purchase.

Portal URL / Website

The link / URL to your portal is the same as the link to your site with a "/portal" at the end.
For example: https://school_name.store4schools.com/portal

Portal View

Parents can login and see all products, add credit and view purchase history.
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