Working with Credit Cards (Credit Card Codes)

SalesGuide > Sales > Setting Up the Sales Module > Defining Sales Codes and Formats > Working with Credit Cards (Credit Card Codes)

Denali uses Credit Card Codes to process and track credit card sales. Each code is associated with a set of accumulators that keep track of sales in the current period and each of the 24 previous periods. You need one Credit Card Code for each type of credit card you accept. For information about merchant services available from Denali, select Resources and Tools > Access Merchant Transaction Services from the Sales navigation pane.

To accept credit cards through Denali as payment for transactions, you must first activate the option in Module Preferences (see Order Entry (OE) Preferences and Point of Sale (POS) Preferences). You also need to set up a code for each credit card type you accept.

If you process credit cards with TSYS®, you must keep the default Credit Card Codes of AMEX, DISC, VISA, and MC. If you delete these Codes, you will not be able to post credit card sales.

To add Credit Card Codes:

1 In the Sales module, select Options > Define Credit Card Tracking from the navigation pane.

Click thumbnail for larger view of image.

2 Enter a Credit Card Code of up to six letters, numbers, and/or special characters. An example is an abbreviation of the credit card name such as AMX, VISACC or DISCVR.

3 Select a credit card type from the drop-down list.

4 Enter a description for this code, which will appear in Lookups and on the credit card reports.

5 Enter the percentage of the total sale kept by the merchant. This is a reference entry only; your entry here does not affect transactions or posting.

6 Select Save to keep the code.

Using codes to track credit card sales enables you to view the dollar amounts that are charged to each credit card type. This might be useful when you are deciding which credit cards you want to continue to accept. After you post transactions that include your Credit Card Codes, you can view the total posted to each period. When you reset the credit card totals at period end, the value in the current amount is copied to the previous amount and the current amount is cleared and reset to zero.