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 Customer Refund Error: Pre-Authorization check failed

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...

 How To Batch Convert Sales Order To Invoice

  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...

 How To Batch Post Sales Invoices

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...

 How To Convert All Existing Customers to Commercial

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...

 How To Create Customer Refund

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...

 How To Disable Price Scheme Alert on Sales Order

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...

 How To Enable "Blind" Credits Or Direct Refund Using Interprise Gateway

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...

 How To Include Items with No Allocation in Order Picking Ticket Report

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...

 How To Void Posted Receipt

  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...

 How to Allow Manually Created Sales Order to Show in the Website

  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...

 How to Enable, Create, Assign and Modify Product Filter

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...

 How to Set Up Affiliates or Sales Representatives

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...

 Incorrect Payment Terms During Checkout

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...

 No Bill To and Ship To are Generated During Customer Import

      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....

 Number of Copies Option is Disabled in Print Dialog

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...

 Printing Sets Completed Sales Order back to Ready to Invoice

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...

 Rate Quotes Option is Greyed Out During Shipment if From Web Orders

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...

 Response Msg: This transaction has been authorized verbally. Please perform a force transaction manually to capture the funds

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....

 Sales Tax Not Calculating for Customer That Uses Zip+4 Address

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...

 Shipping Notification Email Does Not Contain an Email Address in 'In To' Field

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...

 Supported Credit Card Scanner Unencrypted In ERP Client – The MagShell®900 Magnetic Stripe Reader

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...

 Supported Credit Card Swiper for POS and CB Client

Supported Credit Card Swipers Connected Business POS (Web-Based Application), the supported card reader is MagTech Encrypted Card Reader....

 Unable to Void Unposted Invoice Even If Shipment Has Already Been Voided

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...

 ‘Credits Are Not Enabled REFID: XXXXXXX’ Displays When Processing A Credit Card Refund

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...