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Order Entry Payments (Walk-in, Mail, and Phone)

Order Entry Payments (Walk-in, Mail, and Phone)

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Order Entry Payments (Walk-in, Mail, and Phone)

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Introduction

 

Use Order Entry to accept credit card payments for items requested by phone, mail, or in person. Payment is made by swiping the customer's credit card using the credit card reader provided through RevTrak or by typing the customer's credit card information into the Payment Info fields.

 

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While taking payments on the Web Store is the most secure and time-saving method, Order Entry was developed to allow you to take walk-in, mail, and telephone orders.

 

 

The Express Contact feature in Order Entry allows you to take school fees, payments for summer school, concession transactions, event ticket purchases, etc., bypassing entering the customer's contact information. It also provides the option to enter and store a customer's contact information, which is useful when a customer makes repeat purchases.

 

The Express Cart feature provides an easy way to take high-volume repeat payments for a single item.

 

Adding and editing items for purchase through Order Entry is done through the Inventory Control Center (ICC) on the Dashboard. Settings required specifically for Order Entry are noted in the ICC.

 

 

 

 

 

 

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