Setting up centralized order entry for use with credit cards

If you have a multi-site system with centralized order entry, your users can enter and validate credit card information from a centralized site, and then later charge the card from a different shipping site where the invoice is generated. This step is optional

Be aware of these restrictions:

  • This feature applies only to customer orders and not to service orders.
  • Your company must have a single merchant account that is used by all of your sites. Therefore, the gateway access and other settings in the Credit Card Systems and Credit Card Interface Parameters forms must be the same in every site.
  • Stored credit card information is not replicated. The information is stored only at the order entry site.

To turn on this feature:

  1. Ensure that replication rules are created that include both of these replication categories:
    • Centralized Order Entry
    • CCI Centralized Order Entry
  2. On the Replication Rules form, set up the shipping sites as target sites that receive both rules from the centralized order entry (source) site, and regenerate the replication rules at all sites.
  3. When a user clicks Pay with Credit Card during order entry, if a successful authorization is received, the system replicates that authorization information to each of the sites that are set up to receive this replication category.