Configure RTO Settings - Shopify COD

You can configure RTO settings by configuring the amount limit for COD and blacklist/whitelist users on PayU Dashboard as described in the following sub-sections:

• Configure amount rule
• Blacklist users
• Whitelist users

Navigate to RTO Settings

1. Log on to PayU Dashboard. For more information, refer to Log in to Dashboard
2. Select CommercePro from the menu on left pane.
3. Select the Configuration tab.

1. Click Configure Now on the RTO Settings page.

Configure amount rule

1. Navigate to the RTO Settings page.

The Amount Rule tab is displayed.

2. Click the Edit button in the Set COD amount rule field.

The _Set COD amount rule _pop-up page is displayed.

3. Enter the amount limit for COD transactions in the Amount field.
4. Click the Save rule button.

Blacklist users

You can manually blacklist user by specifying there details or upload their details in bulk.

Manually blacklist a user

To manually blacklist a user:

1. Navigate to the RTO Settings page.
2. Select the Blacklist Users tab.

3. Click the Manually Black button.

The Block Customers pop-up page is displayed.

4. Select any of the following options from the Parameter drop-down list and specify the value accordingly:
   • Mobile Number
   • PIN Code
   • Email

Based on your customer's any of the above details in Shopify records, they will blocked from using COD or not shown while payment.

5. Click Block associate customer.

Blacklist users in bulk

To blacklist users in bulk:

1. Navigate to the RTO Settings page.
2. Select the Blacklist Users tab.

3. Click the Upload Blacklisted Customer button.

   The Upload Blacklisted Customer List pop-up page is displayed.

4. Download the sample file using the Download button and enter the customer details to be blocked.
5. Click the Choose file button to upload the spreadsheet containing the blacklisted customer list.
6. Click Upload.

Whitelist users

You can manually whitelist user by specifying there details or upload their details in bulk.

Manually whitelist a user

To manually whitelist a user:

1. Navigate to the RTO Settings page.
2. Select the Whitelist Users tab.

3. Click the Manually Whitelist button.

The Whitelist Customers pop-up page is displayed.

4. Select any of the following options from the Parameter drop-down list and specify the value accordingly:
   • Mobile Number
   • PIN Code
   • Email

Based on your customer's any of the above details in Shopify records, they will be whitelisted so that COD payment mode is shown while payment.

5. Click Whitelist associate customer.

Whitelist users in bulk

To whitelist users in bulk:

1. Navigate to the RTO Settings page.
2. Select the Blacklist Users tab.

3. Click the Upload Whitelisted Customer button.

   The Upload Whitelisted Customer List pop-up page is displayed.

4. Download the sample file using the Download button and enter the customer details to be whitelisted.
5. Click the Choose file button to upload the spreadsheet containing the whitelisted customer list.
6. Click Upload.