Maintaining a token in Sales Order Entry

Typically, only system administrator-level operators are designated to modify credit card or ACH token information. With the correct operator security, customer service representatives can modify a limited amount of token information in Sales Order Entry.

Click the Modify Tokenized Card button in Sales Order Entry to update a customer's card information in the CenPOS web browser form.

This access is beneficial if, for example, you are entering an order and the card is denied because the expiration date is not current; you can update that customer's card expiration date in CenPOS. If you have this security, use the instructions for Processing credit card purchases, then in Collect Payment view:

  1. After you have initiated an order in Sales Order Entry, selected the products, and reviewed taxes and totals, select the Collect Payment view.
  2. In the Process Payment section, click Modify Tokenized Card to connect to the CenPOS web browser, CenPOS Modify Card form. The editable fields are automatically populated based on the token selected.
  3. Update the expiration date and click Submit to save your changes in CenPOS.
  4. Click Accept Payment.
  5. Click OK to open a journal.
  6. If the transaction is approved, a message is displayed: Card Approved ************<last four digits>.
  7. Click Finish to complete the order.