Setting up credit card tokens

Use Customer Credit Card Setup to set up credit card information for a specific customer. The ability to set up credit card tokens may be blocked.

  1. Select Customer > Setup > Credit Card.
  2. In the toolbar, click New.
  3. In Card Type, select the payment type, as set up in SA Table Code Value Setup.
  4. Specify the Customer, or ShipTo, if applicable.
  5. Click Saveto connect to the CenPOS Web browser (the Create Token form).

    The User ID, Merchant ID, and Client ID are automatically populated based on your login and information that you specify in Customer Credit Card Setup.

  6. Complete all required fields:
    Card number
    Specify the credit card number. You can manually specify the number or, if you have properly set up a scanner device, you can swipe the card. Data stored on the magnetic stripe automatically populates the card number, expiration, and name fields.
    Expiration date
    Select the month and year noted on the credit card.
    Name on card
    Specify the name of the person authorized to use this credit card.
    Only specify a Token number if your company has prearranged to generate its own numbers. Currently, this functionality is not supported.
    Last four digits (when visible)
    Specify the last four digits of the credit card number.
    This field is typically available when you swipe a card using a scanner device, which provides a verification that the credit card is present during the setup or tendering process.
    Zip
    Specify the zip code associated with the billing address of the cardholder.
    Email
    Specify the email address of the cardholder. The value in the user name Email address field is used by CenPOS to distinguish between buyers that use the same card number (token).
    Address
    Specify the street address associated with the billing address of the cardholder.
    The Address field requires no city, state, or zip code information. The processor only uses the house/building number for address verification system (AVS) purposes. The field has a character limit of 100 characters. Be aware that each processor has their own limits. For example, First Data limits the data to 17 characters.
    Positive Card Verification
    Only select the Positive Card Verification option if your company has prearranged with the processor to provide this extra verification step. A charge may be associated with this verification. This step sends a transaction through to the bank to verify the card information. If the verification fails, CenPOS sends a message to Distribution SX.e and then closes. The CHD is not stored and no token is created. CenPOS provides a setup to indicate the default value for Positive Card Verification. You can override the default value based on your workflow needs.
  7. Click Submit.
  8. The new card is listed in the Credit Cards section of Customer Credit Card Setup. The new card and truncated number (last four digits) display in the list and will also be available in Sales Order Entry.
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