Making payment methods dependent on shipping options

If you want to limit the availability of payment methods based on a specified shipping option, shipping country or a different attribute from the shopping cart, you need to customize the PaymentOptionInfoProvider class from the CMS.Ecommerce namespace.

The following example disables the PayPal payment method when the customer selects USA in the shipping address or selects USPS as the shipping option.

Note: The example assumes that the code name of the corresponding payment method is PayPal.

Start by prepare a separate project for custom classes in your Kentico solution:

  1. Open your Kentico solution in Visual Studio.
  2. Create a new Class Library project in the Kentico solution (or reuse an existing custom project).
  3. Add references to the required Kentico libraries (DLLs) for the new project:
    1. Right-click the project and select Add -> Reference.
    2. Select the Browse tab of the Reference manager dialog, click Browse and navigate to the Lib folder of your Kentico web project.
    3. Add references to the following libraries (and any others that you may need in your custom code):

      • CMS.Base.dll
      • CMS.Core.dll
      • CMS.DataEngine.dll
      • CMS.Ecommerce.dll
      • CMS.Globalization.dll
      • CMS.Helpers.dll
  4. Reference the custom project from the Kentico web project (CMSApp or CMS).
  5. Edit the custom project's AssemblyInfo.cs file (in the Properties folder). 

  6. Add the AssemblyDiscoverable assembly attribute:

    using CMS;
    
    [assembly:AssemblyDiscoverable]

Continue by creating a custom implementation of the PaymentOptionInfoProvider class:

  1. Add a new class under the custom project, for example named CustomPaymentOptionInfoProvider.

  2. Make the class inherit from the PaymentOptionInfoProvider class.
  3. Register the custom provider class using the RegisterCustomProvider assembly attribute.

  4. Override the provider's IsPaymentOptionApplicableInternal method:

    using System;
    
    using CMS;
    using CMS.Ecommerce;
    using CMS.Globalization;
    
    [assembly: RegisterCustomProvider(typeof(CustomPaymentOptionInfoProvider))]
    
    public class CustomPaymentOptionInfoProvider : PaymentOptionInfoProvider
    {
        protected override bool IsPaymentOptionApplicableInternal(ShoppingCartInfo cart, PaymentOptionInfo paymentOption)
        {
            // Does not check availability if the shopping cart or payment option is not available
            if ((cart == null) || (paymentOption == null))
            {
                return true;
            }
    
            // Allows all payment methods except for PayPal
            if (!paymentOption.PaymentOptionName.Equals("PayPal", StringComparison.InvariantCultureIgnoreCase))
            {
                return true;
            }
    
            // Disables PayPal if the billing address is within the USA
            if (cart.ShoppingCartBillingAddress != null)
            {
                CountryInfo country = CountryInfoProvider.GetCountryInfo(cart.ShoppingCartBillingAddress.AddressCountryID);
                if ((country != null) && 
                    country.CountryThreeLetterCode.Equals("USA", StringComparison.InvariantCultureIgnoreCase))
                {
                    return false;
                }
            }
    
            // Disables PayPal if the USPS shipping method is selected
            return (cart.ShippingOption == null) ||
                !cart.ShippingOption.ShippingOptionName.Equals("USPS", StringComparison.InvariantCultureIgnoreCase);
        }
    }
  5. Save all changes and Build the custom project.

If a customer now selects USA as the country in their billing address or selects USPS as their shipping option, they will not be able to use PayPal as the payment method.

If you want to use the user interface for setting the limitations, you can either create a user interface or create a custom table and use the custom table API to add the values for the Dictionary variable with the limitations. Do not forget to set caching (you can use the CacheHelper class).


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