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This text refers to program version 8.4  

Credit Card Types

If you will use Standard ERP to control the processing of credit and debit card payments for POS Invoices, the first configuration step will be to specify your credit card processing partner in the Merchant ID setting in the Point of Sales module. The partner is the payment gateway or payment service provider that you will use to process each payment. Having done that, you should then enter separate records in the Credit Card Types setting in the Point of Sales module for each Credit Card Type supported by the partner. This setting can also be found in the Cheques module.

Please refer for more details about using Standard ERP to control the processing of credit and debit card payments for POS Invoices. Precise configuration details will vary depending on your partner. This documentation contains a general guide: for more detailed information, please refer to your local HansaWorld representative.

To work with the Credit Card Types setting, first ensure you are in the POS or Cheques module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Credit Card Types' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Credit Card Types' in the 'Settings' list. When the 'Settings' list opens, double-click or tap 'Credit Card Types'. The 'Credit Card Types: Browse' window opens: open a new record by selecting 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save.

Only those fields and options connected to credit card processing are described below. The remaining fields are used by the Cheques module in Latin America. Please refer to your local HansaWorld representative for details.

Code

Enter the unique Code that will allow you to identify the Credit Card Type from elsewhere in Standard ERP. You can use up to five alphanumeric characters.

Comment

Assign a descriptive name to the Credit Card Type. This will be shown in the 'Credit Card Types: Browse' window and the 'Paste Special' list: it should therefore be descriptive enough to make the selection of the correct Credit Card Type easy for all users.

Type

Paste Special    Choices of possible entries

Specify the Credit Card Type here, using 'Paste Special' to choose from a list of options.

Use on the Web

Check this box if you have a web shop and you want customers to be able to use the Credit Card Type there. The Credit Card Type will be included in the drop-down menu on your web shop's credit card payment page.

Use in POS

Check this box if you want to use the Credit Card Type with POS Invoices.

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Settings related to Point of Sales:

• Introduction
  

• Baggers
  

• Cash Events
  

• Credit Card Types
  

• Default Payment Modes
  

• Drawers
  

• Dynamic Barcode
  

• Fields for Creating New Customers
  

• Fiscal Printer Reports
  

• Gift Voucher Settings
  

• Gift Voucher Types
  

• Gift Vouchers Issued
  

• Gift Vouchers Received
  

• Gift Vouchers Sold
  

• Local Machine
  

• Local Machine Payment Modes
  

• Local Machine Serial Port Devices
  

• Local Machines
  

• Local Settings
  

• Login Options
  

• Login Shortcuts
  

• Loyalty Card Membership Level Structure
  

• Loyalty Card Membership Levels
  

• Loyalty Points, Loyalty Points per Location
  

• Loyalty Points Redemption, Loyalty Points Redemption Per Location
  

• Merchant ID
  

• Modifiers
  

• Number Series - Cash Events
  

• Number Series - Coupons
  

• Number Series - Gift Vouchers
  

• Number Series - Gift Vouchers Received
  

• Number Series - POS Balances
  

• Number Series - POS Invoices
  

• Number Series - POS Sessions
  

• Payment Currencies
  

• Payment Gateways
  

• POS Balances
  

• POS Button Groups
  

• POS Button Pictures
  

• POS Buttons
  

• POS Commands
  

• POS Sessions
  

• POS Settings
  

• Receipt Printer Texts, Receipt Printer Texts per Machine
  

• Split Items
  

• Supervisors
  

• Synchronised Number Series
  

• Tab Item Groups

Go back to:

• Home page for Point of Sales manual
  

• Home page for Standard ERP manual

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