Purpose
The purpose of this document is to demonstrate two different ways of processing sales transactions with split card payments in Y2 based upon Register settings.
Definitions
EFTPOS – Electronic Funds Transfer at Point Of Sale
Procedure:
Settings: Front Office > Settings > Registers > Registers, tab Peripherals, “Authorisation request on entry”.
Scenario #1: In the example below, the total sale transaction is $199.99 and the customer wishes to split the payment between two different credit cards, being $100.00 to be paid with Card A and the remaining $99.99 with Card B. If “Authorisation request on entry” is ticked for this register, as soon as the salesperson selects the first payment method, inserts the amount and leaves the Amount field, the request is automatically sent to the payment machine. After the first payment is approved, the salesperson will be able to proceed with the second payment method. Users need to make sure the payment method and amount are correct before they leave the Amount field.
Scenario #2: For the same sale transaction above, if “Authorisation request on entry” is unticked for this register, the salesperson will be able to add both payment methods before sending the requests to the payment machine. In this case, users need to press the button Validate in the bottom right corner of the screen after entering all payment’s details so the first payment request will be sent and, as soon as it is approved, the second payment request will follow.
Batch modification: If the change needs to be applied to more or all registers, a batch modification can be performed at Front Office > Settings > Registers > Batch modification.
Select the registers that will be modified by pressing SPACE or click the button Select All to select all registers at once. Then, click the button Batch modification.
In the following window, select the field “Authorisation request on entry” in the left-hand side list of modifiable fields, press the highlighted arrow to transfer the field to the right side and tick the box. Then, press the button Modify all records at the bottom right corner and the change will be applied.
