Sales Order Entry - Collect Payment overview

Sales > Order > Entry

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.

Note: There are operator security settings to permit operators to access this page and control the information and actions available for each operator. In addition to security level requirements for this sub-function, there are authorization settings that affect the payment processing workflow for an operator. You must define these security settings before an operator enters the first order.

To exit the tendering process, select Cancel Work from the menu in the Payment Totals section. For example, you can click Cancel Work if you must modify lines in 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.

Counter 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.
Note: When you use the Collect Payment view for counter sales, the work flow may differ slightly depending upon the payment type. For example, if a cash customer pays more than the amount due, a Change Due window displays the difference for counter sale.

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

Distribution SX.e is integrated with the CenPOS credit card processor. CenPOS is a hosted payment solution.

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 (CenPOS) response file. These fields are informational only. You can use these fields for audit history or for troubleshooting. For example, if you are troubleshooting, you can collect this response code and the codes noted in the CenPOS Virtual Terminal, and then contact CenPOS support for help interpreting the codes.

For more information about credit card authorization and processing or any of the tasks you can perform on this page, refer to the online help topics for those tasks.