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Synopsis: When processing the credit card payment, the user encountered the error message as “pre-authorization check failed”.  Complete error as shown below: Unable to process the following credit card...

  1. From the Customer module, you can batch convert from Sales Orders to Sales Invoices by clicking on the Invoice > Confirm Pick and Invoice. This will load the Confirm Picked Routine form instantly. 2. A list...

1. From the Customer module, you can batch post Sales Invoices by clicking on the Invoice > Post Invoice. 2. A search screen of unposted invoices will be displayed. 3. You may select the Sales Invoices you want...

1. You may go to the SQL Management Studio and select the desired database. 2. Back up the database 3. Execute the script below UPDATE CustomerShipTo SET AddressType='Commercial'WHERE AddressType='Residential' or...

Synopsis: In an event that you give back the customer his payment for a disputed transaction or items he returned, you may use the Customer Refund option to take this into account.   Steps to Create Customer...

Synopsis A pop-up screen comes up when you enter a line item in a Sales Order: 'The pricing scheme for this line item is: Retail'   Solution 1. From the Customer Module, select and click Setup Button dropdown...

Synopsis: When tried to process refund inside the application, this message is displayed in the Payment Form. “Error Number: 1 Result: User 'Interprisetest' is not allowed to process credit transactions....

Synopsis: Items with no allocation are not included in the Order Picking Ticket Report.   Solution: For unallocated items to still show in the report, set allocated items in Picking Ticket Report setup to true. 1....

  A. Receipt Was Done Within Sales Invoice If the payment was created within the Invoice (Sales Invoice > Enter Payment Button), the only way that you can void the payment is by voiding the Sales Invoice.  Void...

  One of the features included in the Sales Order form is the Webstore Code. It allows you to view your Sales Order on your website. 1. Make sure to set up properly your Web Store 2. Go to Customer Module > Sales...

The Product Filtering feature of Connected Business allows you to control what products can be seen by your different customers on the website. This feature lets you define product groups that can be assigned to various...

Sales Reps or Affiliates are very essential entities to market one’s business on the internet.  Through such, a certain online store is able to establish its presence on the internet as well as gain more grounds for...

Synopsis: A user created a Retail Web Payment Term Group and selected the Credit Card as its Payment Term. He, then, changed the Default Retail Customer to use the same Payment Term. When he went through the checkout...

      Synopsis:  Successfully imported the list customers using the Import Manager but when logged in to the application, all customers are not showing in Bill To and Ship To of Customers Tab.   Cause:  Either...

Synopsis: User is unable to choose or set Number of Copies in Print Dialog. Solution: When the computer's display is set to a larger display, the number of copies option is disabled in the Print Dialog. To resolve...

Synopsis: Printing sets Completed Sales Order back to Ready to Invoice because Back Orders and Sales Orders that were showing in drop shipment have a 'Print Pick Note' status even if it those are Completed.   Cause:...

Synopsis: Rate Quotes option is greyed out or disabled during shipment if from web orders   Cause/Explanation: It is by system design that the rates from web order will be used so that the customer will pay and will...

Synopsis: After selecting the Verbal Authorize and Force option when creating a credit card payment, this message will be displayed Response Msg: This transaction has been authorized verbally. Please perform a force...

Synopsis: Creating sales order for a customer who uses a Zip+4 address does not calculate tax. Cause: The default value for plus 4 low and plus 4 High is 0-0. Solution: Attach is the script to update the range to...

Synopsis: After completing shipment, when you clicked on Send Email in the Shipment Form, Shipping Notification email does not contain an email address 'In To' Field   Cause/Explanation: ‘Send Email’ button in the...

For the unencrypted ERP credit card swipe feature, we only support the MagShell®900 Magnetic Stripe Reader from Card Scanning Solutions: http://www.card-reader.com/hardware_magshell900.htm   The ERP client credit...

Supported Credit Card Swipers Connected Business POS (Web-Based Application), the supported card reader is MagTech Encrypted Card Reader. https://mycb.university/community/documentation/item/pos-mobile-hardware CB...

Synopsis  Even if the shipment has already been voided, ‘The order has been shipped already. Voiding was canceled.’ will prompt when tried to void the Sales Invoice. Solution  In the Sales Invoice Form, click the...

Synopsis: ‘Credits Are Not Enabled REFID: XXXXXXX’ displays in the Result box when tried to process a credit card refund. Solution: The Interprise Gateway 2.0 in Connected Business enables processing of customer...