CREDIT CARD TRANSACTIONS-ERP
Use the instructions provided to run credit card transactions directly from ERP (If you don’t have one available, create a test transaction for freight for a penny as not to interfere with inventory).
When you’ve reached the part of the transaction to process a payment:
- From the Actions pull down menu at the top of the screen, choose Pick and Pack or Pack, and Invoice, or Sales Invoice as needed
- When presented with the screen for printer output, enter “D”
- There are three fields that need to be edited when processing payment:
- Mode of Payment
- Click in the field and change to Credit Card
- Scroll to the right under Gateway.
- Click on the magnifying glass in the blue rectangle and choose FCC
- Scroll to the right to WorkstationID
IMPORTANT: There are specific WorkstationIDs corresponding to each PC to which the CC terminal is connected. BE CAREFUL TO USE THE CORRECT ID WHEN FILLING IN THE WORKSTATION ID field in ERP. The terminals in ERP are available to anyone on the Sonsray network. Using an incorrect WorkstationID will contact a CC terminal anywhere else on the network, which could even be at a separate location. The list of workstations is provided here. The example below is for El Cajon
- Save the transaction
- Click Actions
- Click Process Invoice