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How to create a sale

Version: V2.10.6528
Added on: 06/04/14
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Logging in and navigating the application 06/29/13 15 mins Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.

Useful Terms

How to create a sale

  1. Are you ready?

    In this tutorial we are going to learn how to create a new sale transaction.

    We are going to create a transaction using the following parameters:
    Type of transaction: Sale
    Holder Name: John Smith
    Amount: $5.00
    Payment source: Credit Card
    Payment method: MasterCard
    Card#: 5499740000000057
    Expiration date: 04/22
    CSC: 111

    Billing address:
    300 5th Ave
    New York, NY 10001
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. You can create new transactions using Transaction form, which is available at the following places:

    • Perspective => Console => Transactions
    • Perspective => Management => Merchant Perspective => Processing => Transactions
    • Perspective => Administration => Monitoring Perspective => Transactions

    You can choose any place you like.
  4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  5. Click   Transactionsbutton in the top section of the screen.

    Note: On Merchant pespective, Transactions section can be found under Processing button, on Monitoring perspective - under Transactions button.
  6. Choose   List  menu item  from the list.
  7. Locate   Transaction List  groupbox
  8. Click   Salebutton
  9. Choose   Card  menu item  from the list.
  10. Enter John Smith into the Holder Nametextbox
  11. Enter 5499740000000057 into the Payment Card #/Track Data...radio button
  12. Select 04/22 in Exp Datedropdown
  13. Enter 111 into the CSCtextbox
  14. Enter 5 into the Amounttextbox
  15. Locate   Billing Address  groupbox
  16. Enter 300 5th Ave into the Streettextbox
  17. Enter New York into the Citytextbox
  18. Select New York in Statedropdown
  19. Enter 10001 into the ZIP Codetextbox
  20. Click   Savebutton
  21. If you have done all steps correctly, the confirmation that your transaction is approved should now be visible on the screen.
  22. Congratulations, you are done!

    You have learned how to create a transaction using a payment card. Now you can create a transaction by yourself using any type of payment - payment card or direct debit.

Related Tutorials

Name Added On Difficulty Time Required Description
How to generate transaction export report 05/21/14 15 mins This tutorial will help you to make the export of transactions without any difficulties.
How to locate a transaction 09/17/14 15 mins This easy tutorial will give you knowledge about how to locate a transaction using a date range.