Sales Order Entry - Collect Payment overview
Use this page to post payments against Stock Orders (SO), Direct Orders (DO), Blanket Releases (BR), Future Orders (FO), and Counter Sales (CS); to process refunds and credits for Return Merchandise (RM) orders; and to review payment history.
To exit the tendering process, select Sales Order Entry - Select Products after you have already started tendering. After you make changes, you can return to Sales Order Entry - Collect Payment and resume payment processing; otherwise, when you access an existing tendering line and change the payment amount, the payment type is reset to the default for the customer.
from the menu in the Payment Totals section. For example, you can click if you must modify lines inCounter sales
On this page you can perform these actions for counter sales:
- Collect payment for a Counter Sales (CS) order.
- Complete sales using a One Time Sale and One Time ACH transaction. These transactions are intended for counter sales because they authorize and settle immediately.
- Complete returns using One Time Sale and One Time ACH transactions.
Returns
On this page you can perform these actions for returns:
- Use a Reference Transaction for a credit card RM order for an order that was paid with a credit card.
- Process a one time return and credit to process a tokenless refund credit used, for example, if you have a return for a miscellaneous customer account.
Credit card, debit card, and ACH transactions
On this page, in addition to processing credit card, debit card, and ACH transactions for payments and returns, you can perform these actions related to credit card transactions:
- Tender zero quantity shipped orders.
- Process One Time Authorization credit card transactions for tokenless sales, such as for a miscellaneous customer.
- Add a new credit card or a new ACH record. Credit card numbers are not stored or managed locally in Distribution SX.e.
- Maintain a token, for example, to update a card expiration date.
- Add new payment types for the customer.
- Select the default credit card for a customer.
Payment History
The Payment History section displays the total payment amount and a list of payment transactions. In the Authorization Details section, you can expand the record. The details show system information from Distribution SX.e. Two Response fields show information captured from the credit card processor response file. These fields are informational only. You can use these fields for audit history or for troubleshooting.