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Process for Administrators

Process for Administrators

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Process for Administrators

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• You must have administrative rights on your computer to install the card reader.

 

•Only Administrators have access to Global Settings & Company Info.

 

1.Plug the card reader into a USB port on your computer.

 

2.On the Dashboard, go to Global Settings & Company Info and click Edit. The Company Info Editor screen appears.

 

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Company Info Editor
3.At the bottom of the Company Info Editor screen, click the link: Click here to test Card Swipe.

 

4.The Checkout Server test page appears.
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Checkout Server
5.The card reader add-on should automatically install. If it doesn't, this message appears: This website wants to install the following add-on: 'USB HID Swipe OCX' from 'MagTek, Inc.' If you trust the website and the add-on and want to install it, click here …
Click on the message, select Install Add-On, and follow the prompts.

 

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If you don't see the information bar, click on the Tools drop-down menu and select Internet Options. Click on the Security tab then on the Default Level button.  In Security level for this zone, move the slider down to the bottom. Click Ok. You can change this back later. Reload the test page, following step 3.
 

 

6.Restart your browser and the card reader is ready to use.

 

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If the security settings are set to high, ActiveX is not allowed to run on the Internet and you will need to do the following:

 

•Add https://secure.revtrak.net and https://checkout.revtrak.net to your trusted sites.

 

•Reduce the security settings to medium high in the Trusted Site zone.

 

•If unwanted security settings keep appearing, adjust the ActiveX settings.

 

 

 

 

 

 

 

Related Topics

 

Order Entry - Introduction

 

Order Entry Technical Requirements

 

Order Entry Access

 

Order Entry Item Guidelines

 

Building/Editing an Order Entry Item

 

Setting Up the Card Reader

 

Using the Card Reader

 

Taking Express Payments

 

Taking a Payment Linked to a Customer Contact

 

Taking High-Volume Payments with Express Cart

(Payments either linked to a contact or not linked to a contact)

 

Managing Order Entry Customer Contact Information

 

How a Web Store Customer Looks Up Their Account

(Web Store and Order Entry purchases)

 

Dashboard Reports