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New Feature: Authorized Order Management

What is an Authorized Order?

An Authorized order is when an order payment is processed with a credit card and the payment total has been approved, but the order does not finish or move to a Completed status.

Example: A transaction that gets closed out on the tip screen will be stuck in an Authorized status until manual action is taken.

Traditionally, this was a back-end task involving your team to reach out to your gateway to capture the payments manually...who has time for that?

With our new Authorized order management feature, you can now handle these transactions right from the TabletPOS system, and even bring the tip screen back-up, if needed. If you use tips, we recommend adding this to your close out routine.

Enable the Permissions

Prompt on Login

Add a Tip Option

Capture Payments

 

Authorized Order Management

Enable the Permissions

You can control which members of your team have the ability to access and manage the Authorized order menu. This permission can be assigned to each Sales Associate record.

You can reach the Sales Associate record by navigating to the Store icon > Orders > Sales Associate in the eWinery admin panel.

Edit_Sales_Associate.png

Or you can find the Sales Associate record by navigating to the Settings > User Management > Sales Associate in the vinSUITE admin panel. 

Edit_Sales_Associate_VS.png

 

Prompt on Login

Once permission has been granted, the sales associate will be presented with the Authorized order screen when they log in to the TabletPOS app for the first time each day.

Authorized_Order_List.png


Add a Tip Option

For those moments during the day when you catch an authorized order, the transaction can be brought right back into the tip menu:

1) Go to Cashier options TPOS_User_Settings_Icon.png and click in the 'Authorized Orders' button.

Authorized_Orders_Menu.jpg

2) The list of Authorized orders will appear.

Authorized_Order_List.png

3) Select the appropriate order and click the 'Add Tip' button.

ADD_TIP_Single_Authorized_Order.png


Capture Payments

When it comes to capturing payments, we have provided options to capture all authorized payments at once, or capture them one at a time. Both options are done from the Authorized orders menu.
 

Capture All Payments (without Tips)

1) Go to Cashier options TPOS_User_Settings_Icon.png and click in the 'Authorized Orders' button.

Authorized_Order_CU.png

2) Click the 'Capture All (without tips)' button.

CAPTURE_ALL_Authorized_Order_List.png


Capture Payment by transaction

1) Go to Cashier options TPOS_User_Settings_Icon.png and click in the 'Authorized Orders' button.

Authorized_Order_CU.png

2) Tap the 'Capture Payment' button next to the appropriate order.

CAPTURE_ONE_Authorized_Order_List.png

 

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