(ProtoBase users only)
If you are on ProtoBase 4.81 or higher, you can enter credit card transactions while in offline Order Entry/POS. You will obtain authorization for each sale transaction by using alternate equipment (veriphone, omnipac, hypercom, etc.), or by calling the processor for voice authorization. When you return to "online" OE/POS and upload offline transactions, the offline credit card transactions will be automatically added to the day's processing and will settle along with the rest of the batch when you perform your daily settlement.
Offline Order Entry/POS does not support debit cards as a form of tender, because a debit transaction must be approved by the processor or it cannot occur.
The accumulated bankcard data on the PC that you will later upload to the Eagle is encrypted.
Note that the credit card transactions that you process during offline OE/POS are considered non-swiped transactions (even if you physically swipe the card) and will most likely result in a higher service fee. For an alternate method that avoids the possibility of higher fees, see the "Tip" at the end of this topic.
Before you begin processing offline credit card transactions for the first time, set up the following options in Options Configuration.
Set the option "Offline Credit Authorization Upload for Protobase" to Yes. Click here for more information about changing this option in Options Configuration.
(Optional) If you want to set a maximum dollar amount for offline credit authorization, set the option "Offline Credit Authorization floor limit" to the desired dollar amount. Click here for more information about changing this option in Options Configuration.
Note: if you want to allow particular clerks to override the floor limit, you can give them security bit 626. For more information about assigning security bits, click here.
If the transaction is a sale, call the processor for voice authorization, or use alternate equipment— such as a verifone, omnipac, or hypercom terminal— to obtain authorization. (Note: you do not need authorization for a credit.)
In offline POS, do the following:
Swipe the card.
In the Authorization Code field:
If the transaction is a sale, type the authorization code obtained from voice authorization or from the alternate equipment.
If the transaction is a credit memo, you can leave this field blank.
press ENTER.
If the card won't swipe, do the following:
Type the credit card number, and press ENTER.
Type the expiration date and press TAB.
In the Authorization Code field:
If the transaction is a sale, type the authorization code obtained from voice authorization or from the alternate equipment.
If the transaction is a credit, you can leave this field blank.
Press ENTER.
Obtain a valid authorization code for every credit card sale (not including credits) that you process during offline POS, and enter that code in the Authorization Code field. If you chose to force a transaction by entering your own code, there is a risk the charge may be rejected by the processor and you will not be paid for that transaction. In some cases the settlement may not process and will require Eagle Advice Line assistance.
If you used alternate equipment to obtain authorization, at the end of the day you must clear the alternate equipment of the day's transactions. Do not settle your verifone, omnipac, or hypercom, or else duplicate charges will result.
When you return to online POS, upload offline transactions as you normally would.
The credit card transactions you entered during offline POS are automatically added to the day's processing and will settle along with the rest of the batch when you perform your daily settlement.
As always, you must balance the settlement report against the Check Report (RCK).
If you want to completely avoid the possibility of paying higher service fees, do not use the method above. Instead, follow the method below, which sends swiped data to the processor. Swiped data is always preferred when the processor determines the charges for the transaction.
In the Options Configuration window, make sure the option "Offline Credit Authorization Upload for Protobase" is set to No. Click here for more information about changing this option.
In offline POS, ring up the transaction and indicate that the sale was tendered with a credit card.
Use your verifone (or other machine) to process the credit card transaction.
When you return to online POS, the credit card transactions you rang up during Offline are not added to the batch for processing with your daily settlement. Therefore, you must settle the verifone (or other machine) at the end of the day.
