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Tender refers to the form of payment or a combination of payments that will be used to pay for the products purchased by the customer/consumer. Once all products, customer information, discounts and shipping information has been entered press the Tender (Pay Now) button to be redirected to the Payments screen. The payment instruments allowed are determined based on your Management Console settings. Please remember that once payment is made you must record the order. To help you, a modal will be displayed where you may choose to Place Order or Review Order.  Once Place Order is pressed the order is recorded.

 

Did you know that our application has a safeguard built in to help avoid duplicated credit card transactions? A unique "RequestID" is stored each time the "Charge" or "Process" buttons are pressed. Then if the "Request ID" is used in more than one attempt you will be alerted that the request ID has already been previously submitted.

 


Please be aware that the special handling code for your payment instruments must be filled out in both the UDC 00|PY and SmarterCommerce Payment Instruments Defined (FQ67RYIN for JDE 9.0 and above) table. Missing special handling codes can cause issues in the prepayment file.

 

Name Explanation
Amount Due Represents total due from customer/consumer for order including tax, backorder lines, future dated lines, and freight.
Customer Reference Purchase order number provided by customer/consumer.  Field maybe required depending on customer master settings.
Change Change to be given to the customer when customer overpays the order (most common in cash payments).
Payment Instruments

Allowed payment instruments at the store register.  Depending on the payment instrument type selected different information may be required. Also, please note that the payment terms for the order may be determined by setup for the payment instrument in Management Console.

Credit Card payment method allows you to select an existing credit card on file, enter new credit card information to pay for the order, or use a terminal device is one if configured/connected.  When a credit card payment (Sale) is made it will be entered into the prepayment tables as a status 05. Please note that if credit card functionality is set to "external" in the Management Console the user will be presented with a generic form to capture information. 

On Account payment method will only be available when a customer is placing an order and they have available credit limit or they are set to be exempt from credit hold in the customer master. The user (cashier) must also belong to a role with the (PO010) On Account permission granted. On Account payments may be deleted when editing an order to allow other payments to be made.

COD payment method will only be available when the payment instrument is defined and the entire order is set to shippable. When COD is selected all other payment instruments will be disabled. COD payments may be deleted when editing an order to allow other payments to be made.

Deposit Order payment method is available when configured in the Management Console. A deposit order is an order that is placed without receiving full payment. No special permission is required to place a deposit order.  However, a customer must be selected on the order to activate deposit order functionality.  Deposit orders cannot be anonymous. When a deposit order is placed the order will go on the hold using the hold code configured in the Management Console for deposit orders.  Payment may be made through POS until full payment is received.  Once full payment is received the hold code will be automatically removed from the order as long as the order hold code is equal to the hold code configured in Management Console.

Speed Cash Commonly used cash tender denominations. Denominations (foreign and domestic) are configured within the Management Console. Press these denominations to collect that amount in cash. The balance due will decrease as speed cash is accepted/entered.
Payment Details For each payment method there is a payment details drop down.  When pressed you will see each payment of that payment method applied to the order. Once payments have been posted in Oracle/JD Edwards changes may not occur.  Please note, that once entered credit card payments cannot be modified or deleted at any point.
Place Order This button becomes active once balance due equals zero.  Place order button must be pressed to capture and record order into Oracle/JD Edwards.  Once pressed the Order Confirmation pop up will display. You can slide the email option to On and send a copy of the receipt to any email desired. Press Done to proceed.
Display product messages upon tender
Retail Point of Sale > Settings

Upon pressing Tender if any Warning messages exist within cart a pop up informational message window will appear to POS User.  Possible values are:

Yes - activate pop up informational window

No - do not activate pup up informational window

 

Deposit hold code
Retail Point of Sale > Settings
Deposit Orders are Sales Orders partially paid.  Deposit Orders are placed On Hold using this hold code value.

 

Default Country
Profile > Settings

Default Country for new addresses entry.  Utilized in Retail Point of Sale in Create Customer, Customers Maintenance – Add Credit Card, Customers Maintenance – Add Shipment, Payment – New Credit Card, and Order – Shipping – Add Shipping. Utilized in Ecommerce in My Account – Ship To’s - Add Ship To, Register, Payments – “Add credit card” and “Add Bank account”, Checkout – One Time Ship To Address, Checkout – Add Ship To Address, Order Status, and Guest Checkout.

On Account Payment Instrument
Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please be advised that in the POS on account will only be available (if setup) when the customer has enough credit to cover the order and the user has the (P0010) On Account permission.
Credit Card Payment Instrument
Payments
Defines the payment instrument (00/PY) that will be used for credit card transactions.
Credit Card Payment Terms
Payments
Payment terms may be associated to each payment instrument except On Account.  If you do not want payment terms associated to this payment instrument then select NA.
Check Payment Instrument
Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system.
Check Payment Terms
Payments
Payment terms may be associated to each payment instrument except On Account.  If you do not want payment terms associated to this payment instrument then select NA.
Cash Payment Terms
Payments
Payment terms may be associated to each payment instrument except On Account.  If you do not want payment terms associated to this payment instrument then select NA.
Cash Payment Instrument
Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system.
Cash On Delivery Payment Terms
Payments
Payment terms may be associated to each payment instrument except On Account.  If you do not want payment terms associated to this payment instrument then select NA.
Cash On Delivery Payment Instrument
Payments

Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system.

Please note for CMS: When all products are selected with Pickup shipment and COD payment instrument is configured here ("1COD") the application will display “Pay on Pickup” as a payment option.

Other Payment 1 Payment Terms
Payments
The payment terms associated to the Other 1 payment instrument.
Other Payment 1 Payment Instrument
Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Gift Certificate" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC01 in 00/PY or unexpected results may occur.
Other Payment 2 Payment Instrument
Payments
Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Coupon" no matter which payment instrument is selected here.  Also, when configured for POS the payment instrument selected must also be configured with 1SC02 in 00/PY or unexpected results may occur.
Other Payment 2 Payment Terms
Payments
The payment terms associated to the Other 2 payment instrument.
CRS call back hold code
Sales > Settings
Hold code utilized when placing an On Account Sales Order for Customer Service Representative (CSR) Call Back.
Credit Card Provider
Payments
This option determines if your store will use credit card processing or an external credit card process.

 

Credit Card Accepted Types
Payments

Credit card types allowed for store.

Please note: 

For Invoice Payments Search only those credit card types that are also defined in Connection Settings (PQ67SYS1) using Management Console Default Branch Plant will be displayed.

For Invoice Payment and Order Payment only those credit card types that are configured in Connection Settings (PQ67SYS1) using the document Branch Plant will be displayed.

 

Credit Card Payment requires CSC validation
Payments
Determines whether or not Card Security Code (CSC) validation will be performed within the store.
Credit Card Payment requires billing address zip code validation
Payments
Determines whether or not Zip Code validation will be performed within the store.
Credit Card Address Validation Required
Payments
Determines whether or not address (AVS) validation services will be performed within the store.
Personal Check Type Standard Entry Class Code
Payments
An SEC code is a three letter code that describes how a payment was authorized by the consumer or business receiving an ACH transaction. Before making a selection please verify you are authorized to use that SEC code for transactions within this store.  This information is available in Dex for your location. ACH Processing Standard Entry Class Code used for Personal Checks.
Company Check Type Standard Entry Class Code
Payments
An SEC code is a three letter code that describes how a payment was authorized by the consumer or business receiving an ACH transaction. Before making a selection please verify you are authorized to use that SEC code for transactions within this store.  This information is available in Dex for your location. ACH Processing Standard Entry Class Code used for Company Checks.

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