For administrators
Who needs what access
Permission sets add up: each one unlocks more.
| Person | Permission sets | On Account | Pay now | Offline |
|---|---|---|---|---|
| Books without taking cards | Order_Quick_Create_User | Yes | Shows, but fails | Hidden |
| Books and takes cards (usual set-up) | Order_Quick_Create_UserWindcave_PxPay_Payments | Yes | Yes | Hidden |
| Also records payments taken elsewhere | The two above, plusOQC_Offline_Payments | Yes | Yes | Yes |
| Salesforce administrator | System Administrator profile. Needs the payment sets to take payments | Yes | With set | With set |
Give someone access
- Setup → Users → open the person → Permission Set Assignments → Edit Assignments.
- Add the sets from the table above.
- Have them reload Order Quick Create and check the payment options.
Control products and payment options
Each tab is one row of settings. Find them in Setup → Custom Metadata Types → OQC Product Line → Manage Records.
| Setting | What it changes |
|---|---|
| Enabled | Shows or hides the whole tab |
| Sort Order | The order of the tabs, left to right |
| Allow Pay Now, Offline, On Account | Which payment options the tab offers. The server also refuses Pay now if it’s off |
| Default Payment Type | The fallback, used only when the normal default isn’t allowed |
| Allow Part Charge | Shows the Add a part charge switch |
| Allow Discount | Shows the Discount band |
| Allow Donation, Donation Label | Shows the donation band and sets its title |
| Product Codes, Private Product Codes | Which products the tab lists, and which count as Private. % is a wildcard, such as FAT-% |
| Line Type | How the form behaves. Leave as is |
Current test system settings
| Tab | Pay now | Offline | On Account | Part charge | Discount | Donation |
|---|---|---|---|---|---|---|
| Ambulance Membership | Yes | Yes | Yes | Yes | Yes | Yes |
| Training Course | Yes | Yes | Yes | No | Yes | Yes |
| Part Charge Only | Yes | No | No | Built in | No | Yes |
The Donation Only tab will stay hidden in Production, so it isn’t covered in this guide.
Before you change a setting. Settings apply to everyone straight away. Custom metadata counts as an org change, so follow normal change approval and record it.