Run A Sale

run a sale

Access the Sale screen by clicking Transact Sale from the left navigation menu.

Note — If Direct Swipe is active on the account, a Swipe dialog box will appear. If the User does not want to Swipe this transaction, press the Cancel button on the box.

Required fields are color coded on all transaction screens.

Select a Payment Type. This will default to Credit Card. Selecting Purchasing Card will allow the addition of Level 2 Data elements to the transaction including Tax Amount, PO Number and Ship to Zip Code.

Select a Transaction Type Indicator. This will default based on the account configuration but can be changed on a per-transaction basis. This flag will indicate the environment in which the payment was accepted.

  • eCommerce = Internet
  • MOTO = Card Not Present or Mail Order/Telephone Order
  • Retail = Card Present or Face-to-Face

Enter the credit card number, without spaces, in the Account Number field and select the appropriate month and year from the Expiration Date drop-downs for the card.

Enter Transaction Amount. Transaction Amount must include a decimal point and 2 places to the right (e.g., 1.25 or .50).

If Purchasing Card was selected as the Payment Type, 4 new fields will appear at the bottom of the Sale Information section.

  • Tax Amount is required if the Tax Indicator is set to Taxable.
  • PO Number is required if Purchasing Card was selected.
  • Ship to Zip Code is Required for American Express Purchasing Cards.

Once the required fields are complete, select the sale button to process the transaction.


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