Credit Card Authorization
Some customers have a credit card on file to pay for orders. We do not charge the card until the order is ready for shipment. The card must be authorized before a pick ticket can be run.
An order can be authorized when it is initially entered or can be authorized at a later time or date. Once a credit card is authorized, it puts a "hold" on the funds.
Step 1 — Enter the Sales Order number.
While in Sales Order Entry, enter Sales Order number, press enter.
F2 to Save.
Reminder message box appears that this is a credit card order, enter.
Step 2 — Choose Complete.
Choose complete (arrow over or just enter "C”), enter.
Step 3 — Open the Completion screen.
Completion screen.
Press F10.
Step 4 — Choose CC Auth.
Choose CC Auth (or enter "A"), enter.
Step 5 — Enter the Pay Type.
For Credit Card, Pay Type is 03, Enter.
Payment Amount field is populated automatically, Enter.
Step 6 — Authorize the credit card.
Credit Card information comes up. Press F5 to authorize.
Note: If there is more than 1 CC on file, they will be listed. “Y” indicates the default card.
Card has been approved, press enter.
F2, F2, F2, Enter (Pick Ticket)
Depending on the order, it might go on a hold.
If the credit card declines or does not authorize, notify salesman right away. There could be many reasons why it does not authorize (insufficient funds or account has been closed are possibilities).