How Do I Authorize a Credit Card Order?

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 at a later time or date.

Once a credit card is authorized, it puts a “hold” on the funds.

Authorize the Credit Card

Step 1 — Open the order in Sales Order Entry.

Enter the Sales Order number, then press Enter.

Press F2 to save.

A reminder message will appear indicating that this is a credit card order.

Press Enter.

Step 2 — Choose Complete.

Arrow over to Complete, or enter C.

Press Enter.

Step 3 — From the Sales Order Completion screen, press F10.

Step 4 — Choose CC Auth.

Choose CC Auth, or enter A.

Press Enter.

Step 5 — Enter the credit card payment information.

For a credit card, the Pay Type is 03.

Press Enter.

The Payment Amount field is populated automatically.

Press Enter.

Step 6 — Authorize the credit card.

The credit card information will appear.

Press F5 to authorize.

When the card has been approved, press Enter.

Press F2, F2, and F2.

Press Enter for Pick Ticket.

Depending on the order, it might go on a hold.

If the Credit Card Is Declined

If the credit card declines or does not authorize, notify the salesman right away.

There could be many reasons why it does not authorize. Insufficient funds or a closed account are possibilities.