Needed UC modules: * Ubercart - core o Cart o Cinditional Actions o Order o Product o Store * Ubercart - core (optional) o Payment o Reports o Roles * Ubercart - extra o Cart Links o Restrict Qty * Ubercart - payment o Authorize.net CIM gateway o Credit Card o Recurring Fees Once these are activated, configure store to liking. Please follow the CIM gateway readme directions (important steps listed below): Requirements: -CURL -SimpleXML -Authorize.net test account or live account with CIM enabled -See http://developer.authorize.net/testaccount/ to request a test account -Enable CIM on your account by logging in to your Authorize.net web interface and browsing to Tools, then Customer Information Manager Installation: 1. Install and enable the uc_cim module. You may disable the uc_authorizenet module, it is not required to use uc_cim. 2. Gateway settings (admin/store/settings/payment/edit/gateways): 1. Enable the Authorize.net CIM payment gateway 2. Enter your Login ID and Transaction Key 3. Decide whether or not to process out-of-stock items at checkout. If this is enabled the customers credit card info will be saved, but not charged, at checkout. An admin can then charge the card later when the product is shipped, for example. 4. Select your transaction mode. The test mode is for developers. If you do not have a develeopers test account, you can still perform a test by leaving this setting in production mode and setting your Auth.net account to test mode in the Auth.net web interface. 3. Payment Method settings (admin/store/settings/payment/edit/methods): 1. Make Authorize.net CIM your default payment gateway 2. ENABLE CVV on checkout form. (optional, but recommended) 3. DISABLE card owner field on checkout form (it's not used). 4. DISABLE issuing bank field on checkout form (it's not used). 5. ENABLE card type field on checkout form. 6. ENABLE Attempt to process credit card payments at checkout. 4. 4) Checkout settings (admin/store/settings/checkout/edit): 1. Disbale anonymous checkout (it is currently not supported). 5. 5) Checkout Panes (admin/store/settings/checkout/edit/panes): 1. Leave the Payment Method and Billing Information panes enabled, and disable Payment Information pane. 2. With this choice you get to keep the standard Ubercart checkout interface, 3. with CIM just working in the background. While your users won't be able to 4. select previously used credit cards, store admins will be able to charge 5. customers after checkout (useful for taking pre-orders that you won't 6. charge for until you ship, supporting recurring payments, taking follow-up 7. orders by phone...). You also gain the ability to process refunds from 8. within Ubercart. 6. Order panes (admin/store/settings/orders/edit/panes): 1. -Disable the Payment pane and enable the Credit Card Payment pane for all screens. 2. -Disable the Bill To pane for the Edit Screen. (You may leave it enabled for 3. view, invoice, and customer, but it will only contain address data when a 4. new credit card has been entered) 7. If you are using the uc_recurring module to set up recurring payments, be sure to select uc_cim as your recurring fee handler at (admin/store/settings/products/edit/features) 8. If using this module with recurring and roles, edit the "Renew purchased roles" condition (admin/settings/ca/uc_role_renewal/edit/conditions) to be "Payment received". If you do not set this, role promotion will work on the initial purchase, but subsequent payments will not tigger a change in the role expiration. Also add a conditional action (to occur after the role renewal) that will set the order status back to completed. If this is not done then everything works fine for the first and second day, but fails on the third day. 9. Also add a conditional action to reset the order status to "completed" once the payment is recieved. * Some additional use notes: o View, charge, and edit stored credit cards from admin/store/orders/[order_id]. o When editing any card info, you must re-enter the credit card #. o Process refunds from the payment tab (admin/store/orders/[oder_id]/payments) o Visit admin/store/orders/cim to see a list of stored profiles. Click a profile to see stored credit cards. Useful for testing, not much else currently. Creating products 1. Select "create product" from the create content menu 2. Create a product with a desired initial price 3. Save product and then select "EDIT" 4. Add the recurring fee feature 5. Add the role feature 6. Add the restrict qty feature