Removing Associate Payment Cards

Learning Experience Team

July 16, 2021 16:52

If you or an Associate want to remove a payment credit or debit card from their account, this can be accomplished in a few ways:

Removing using the Add Payment Method Widget
Removing While Placing a Web Office Order
Removing While Placing a Corporate Admin Order
Removing From the Data Editor

Where is Credit Card Information Stored?

Removing Using the Add Payment Method Widget

Site: Web Office
Page: Settings > Billing
URL: [CLIENTID].office2.directscale.com/app.html#/ProfileSetting/Billing

If you have the Settings > Billing > Add Payment Method widget, you can remove the added cards by clicking the icon next to each card.

Removing While Placing a Web Office Order

Site: Web Office
Page: Orders > Place an Order
URL: [CLIENTID].office2.directscale.com/app.html#/OrderProductList

You can also remove the payment cards from the Checkout page of an order.

Create a new order by adding an item to the cart and clicking the PROCEED TO CHECKOUT button on the sidebar.
Click the dropdown under PAYMENT CARD.
Click the icon on each card you want to remove.

Removing While Placing a Corporate Admin Order

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail > Corporate Shop
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/NewOrder?id=[ASSOCIATE_ID]&regionID=[REGION_ID]&storeID=[STORE_ID]
Permission: CreateOrder()

You can remove the payment cards in Corporate Admin by creating a New Corporate Order.

Navigate to the Associate’s Detail page.
Click the New Corporate Order button.
Add an item to the cart and click Checkout.
Under the Payment Method section, click the X on each card you want to remove.

Removing From the Data Editor

Admin: Corporate Admin
Page: Tools > Developer Tools > Data Editor
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Admin/SQLEditor
Permission: EditSqlEditorAdvanced()

Updating Database records directly bypasses the DirectScale software business logic, which has the potential to cause serious problems. Only corporate Administrators with the proper permissions should attempt.

You can remove a payment method by deleting its row from the CRM_Payments table using the Data Editor.

Navigate to the Data Editor.
Under the Visual tab, select the CRM_Payments table from the sidebar.
Click the Filters button.
Under Filter Data:
1. Click the Column dropdown and select DistributorID.
2. Click the Operator dropdown and select =.
3. Enter the Associate’s DirectScale ID (Associate ID) in the Value field.
Click the Add Filter button. An additional Filter Data section appears:
1. Click the Column dropdown and select Input2.
2. Click the Operator dropdown and select =.
3. Enter the payment card’s last four digits in the Value field.
Click Get Data.
Click the checkbox to select the row.
Click Delete Row.