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Magento 2 Payment & Shipping Restrictions enhances native Magento functionality meant to specify payment and shipping methods at checkout against a variety of criteria. The extension adds the Customer Group criterion. Now vendors are able to specify which payment and shipping methods are to be shown at checkout depending on shoppers' belonging to particular customer groups. 

Compatibility: Magento Open Source 2.3.X - 2.4.X, Magento Commerce 2.3.X - 2.4.X 

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Installing Magento 2 Payment & Shipping Restrictions

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 4. In SSH console of your server navigate to your store root folder:

cd path_to_the_store_root_folder

run:

php -f bin/magento module:enable Aheadworks_PaymentRestrictions
php -f bin/magento module:enable Aheadworks_ShippingRestrictions

then:

php -f bin/magento setup:upgrade

after:

php -f bin/magento setup:static-content:deploy

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If you are installing an extension from Aheadworks for the first time, you need to add our composer repository to your Magento store:

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To install the extension:

2. Login to your ssh console and navigate to your store folder:

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 3. Run the following command to install the latest version of the extension:

composer require aheadworks/module-payment-restrictions

composer require aheadworks/module-shipping-restrictions

if you need to install a specific version, run this command:

composer require aheadworks/module-payment-restrictions:<version>

composer require aheadworks/module-shipping-restrictions:<version>

php -f bin/magento module:enable Aheadworks_PaymentRestrictions

php -f bin/magento module:enable Aheadworks_ShippingRestrictions

bin/magento setup:upgrade

bin/magento setup:di:compile

bin/magento module:status

bin/magento cache:clean

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To upgrade the extension:

5. To update or upgrade an extension:

Download the updated extension file. Take note of the module-name and version. Export the contents to your Magento root.

If a composer package exists for the extension, run one of the following.

composer update aheadworks/module-payment-restrictions
composer update aheadworks/module-shipping-restrictions

composer require aheadworks/module-payment-restrictions:<version>
composer require aheadworks/module-shipping-restrictions:<version>

Run the following commands to upgrade, deploy, and clean the cache.

php bin/magento setup:upgrade --keep-generated
php bin/magento setup:static-content:deploy
php bin/magento cache:clean

Introducing the Magento 2 Payment & Shipping Restrictions

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Payment & Shipping Restrictions for Magento 2 comes as two modules in one pack: Shipping Restrictions and Payment Restrictions. These are the tools to specify payment and shipping methods available on the checkout page with regard to customers' belonging to particular customer groups, as pre-configured on your store.

What is special in Aheadworks Payment & Shipping Restrictions for Magento 2 in comparison to the native Magento functionality:

• Payment and shipping methods restricted at checkout
• Customer groups to restrict payment and shipping methods
• Separate restrictions for shipping and payment
• Multiselect of customer groups and All Groups selector
• Support of Multishipping
• Integration with Company Accounts, One Step Checkout

Using Magento 2 Payment Restrictions

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The extension comes as a set of similar configuration facilities available at Stores > Configuration > Aheadworks Extensions > Payment Restrictions.

Payment Methods

The page will feature the list of all the payment methods, enabled on the store.

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To enable/disable payment methods, proceed to Stores > Configuration > Sales > Payment Methods. Should you have any questions regarding the use of thereof refer to the official Magento 2 manual or the instructions of a correspondent payment method/gateway available on the web. For example, if you are using the Bambora APAC extension from Aheadworks, your guide can be accessed here.

Only the methods enabled on the store will feature for restricting on the config page of the present module.

Restrictions

To set restrictions, click on a payment method and assign groups of customers to be eligible for this type of payment.

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Clicking on the name of the payment method will unfold the full name of thereof, as well as the check-list of all customer groups available on the store. To add/delete customer groups, proceed to Customers > Customer Groups. The official Magento 2 manual will instruct you on how to do that. Name your custom groups meaningfully, so that you later you have meaningful restrictions on payments.

By default all customer groups are given same rights to all payment methods. It means that all payment methods are open for all groups. When in the default mode, the list of groups will come inactive, greyed-out, and the Use System value checkbox checked.

To specify the groups which will have access to the chosen payment method, untick the Use System Value checkbox and click on the customer group on the list. The multiselect feature is available in the extension: select the group, press the CTRL button on the keyboard, hold it and select as many other groups as you need. Multiselect works with your mouse and mobile devices too.

Only those methods of payment which were pre-configured for display with the present extension will feature on the Checkout page. This will save time of customers, and furthermore suggest them you know their needs and preferences.

Using Magento 2 Shipping Restrictions

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Configuration Options

The extension comes as a set of single-type configuration facilities available at Stores > Configuration > Sales > Shipping Restrictions. The page will feature the list of all shipping methods saved on the store.

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Learn more on configuring shipping methods in the official Magento 2 user guide.

To set restrictions, unfold the options of the shipping method by clicking on the name of the method, and scroll down to the Allowed for Selected Customer Groups Only parameter.

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The Allowed for Selected Customer Groups Only parameter comes as a check-list of all customer groups available on the store. To add/delete customer groups, proceed to Customers > Customer Groups. The official Magento 2 manual will instruct you on how to do that. Name your custom groups meaningfully, so that you later you have meaningful restrictions on shipping.

By default all customer groups are given same rights to all shipping methods. It means that all shipping methods are open to all groups. When in the default mode, the list of groups will come inactive, greyed-out, All Groups selected.

To specify the groups which will have access to the chosen shipping method, click on the name of the group. It will then get highlighted in blue. To select multiple groups, press the CTRL button on the keyboard and select as many groups as you need. Multiselect works on mobile devices too.

Only those methods of shipping which have been pre-configured herein will feature on the Checkout page. Cutting the list short and suggesting selected options for various customer groups will save the time of customers, and will suggest them you know their needs and preferences.

Integrations

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The Magento 2 Company Accounts module allows creating company accounts and assigning them to particular customer groups. Those will be your B2B clients, and thereby they may well need specific shipping and payment methods, different to those of general customers. 

The Magento 2 One Step Checkout extension enhances the native Magento checkout functionality for best user experience. It will feature the specified for the customer shipping and payment methods in its usual, enhanced, way.

Uninstalling Payment & Shipping Restrictions

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Manual Removal

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1. Disable the module by executing the following commands:

php bin/magento module:disable Aheadworks_PaymentRestrictions
php bin/magento module:disable Aheadworks_ShippingRestrictions
php bin/magento setup:upgrade

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2. Remove the extension files from the following folder:

app/code/Aheadworks/PaymentRestrictions
app/code/Aheadworks/ShippingRestrictions

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Automatic Removal (via Composer)

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1. Disable the module by executing the following commands:

php bin/magento module:uninstall Aheadworks_PaymentRestrictions
php bin/magento module:uninstall Aheadworks_ShippingRestrictions

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Thank you for choosing Aheadworks!