Note: The prerequisite for using this functionality is to have POS EFT and a payment provider that support Pre-Auth card payments.
Required setup
On the Store Card, Customer Order card, and the POS
Pre-Authorize Card Payments by default:
If this option is enabled, the POS automatically uses Pre-Auth for all Customer Order card payments.
Optional setup for the Store Card, Customer Order, and the POS
Allow Partial Delivery on Orders with Pre-Authorization:
This option specifies if the customer can have ordered items partially shipped or collected .
General setup including setup for Customer Order
Sales Order Store No. and Sales Order Terminal No.:
To use the Update and Cancel functionality to work from the BackOffice, you must define the store and the terminal.
Cancel Pre-Auth after x days:
This is a reminder to cancel a Customer Order with a Pre-Authorized payment, if processing has been stopped for x number of days. These orders are displayed in the Customer Orders tile in the Customer Order Role Center.
Days Until Pre-Auth Is Updated:
Pre-Authorizations can be updated automatically by creating a Scheduler Job (CU99009633). You must set the value >0 (greater than) to specify how old Pre-Auth card entries should be before they are updated.
To cancel or update Pre-Auth on Collection
Cancel:
Use the VOID_L POS command on the Pre-Auth line on Collection, if the customer wants to use another payment method.
Update:
Use the PREAUTH-UPDATE POS command on the Pre-Auth line on Collection, if the customer wants to change the amount.