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Orders/Transactions   Enter New Order   Orders By Date   Credits and Voids   Settle/Close Batch  View Database Records


Orders/Transactions
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This section is for manually entering new orders. If you have a the complete eCommerce package or eOrder Sytem, you will use this section of your eTerminal to process off-line orders without using your database. Remember, all orders processed through eTerminal will be stored in eTerminal.
 
Enter New Order
To Begin
• Select Enter New Order  from the drop down menu in the Orders/Transactions section of your eTerminal panel and click on the Go button.




• You will be taken to a credit card information screen where you will be asked to enter the required information for a credit card transaction.



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• When you have completed the form, click on the Process Credit Card link to process the charge.
Orders by Date
This function will allow you to view your orders by date.
To Begin..
• From the eTerminal panel select Orders by Date from the drop down menu in the Orders/Transactions section.
• Click on the GO button.

 

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As you can see this process is very simple and straightforward.
• Select the date range you wish to view from the drop down boxes.
• Click on the Get Summaries button.
The summaries you requested will be displayed for you.

Note that the Pay ID number will be a hyperlink that will take you to the Transaction Record for that order.  When you are finished viewing summaries use the Return to Main Page link to return to your eTerminal panel.
 


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Credits and Voids
You may perform credits and voids from your eTerminal with just a few simple button clicks.
To Begin..

• From the Orders/Transactions section of your eTerminal panel  select Orders by Date from the drop down menu.
•  Enter the date of the order to bring up the Order by Date Summary, and click on the Pay ID number to go to the Transaction Record.
• Voids are required when an Authorization has already been performed and you have an Authorization number for the order.  In this case the bottom of the Transaction Record page will contain a VOID button. You may click this to VOID the order.
• You must perform a Credit to credit your customer's account for a canceled or altered order.  In this case there will be a CREDIT button at the bottom of the Transaction Record page. Click on the button to perform a credit.
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Settle/Close Batch
All systems and accounts are on Auto-Batch. Auto-Batch is run once each business day, excluding weekends and bank holidays, and will automatically batch out all transactions currently in your Close/Settle Batch file. Transactions processed after Auto-Batch is run on your account will be batched the following business day. After Auto-Batch is run on your account you will be emailed a detailed Batch Report. This report will be sent to the email address currently entered into the Main Account Setup of your eManager. You may review past reports by selecting Batch Reports from the Orders/Transactions menu of your eManager. You may review or resend reports to yourself from there.

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View Database Records

Return to Top     Return to Main Index This section of your eTerminal is for viewing your database records. This includes only those orders placed using the eTerminal.
 
To Begin..
• From the View Database Records section of your eTerminal  select Orders and click on the Go button.




• Select to view either Primary Fields (this will display only the primary information collected such as name, date, payment etc.) or All Fields. (this will display all fields, and any information entered into those fields)
• Enter the range of records you wish to view From and To.
• Click on the View button.
• The records you selected will be displayed.
When you are finished viewing use the Return to Main Page link to return to your eTerminal panel.


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