Process Credit Cards, Streamline Sales Orders with MAS 500 v7.3

Thursday, February 25, 2010 by Julie Stankey

If you are using sales orders or processing credit cards, version 7.3 of MAS 500 offers you some nice enhancements.

The credit card processing module is new in MAS 500 version 7.3. Here’s how you use it:

First, enroll with Sage Payment Solutions (SPS), the “processor” that will process the transactions behind the scenes. SPS will serve as the clearing house that moves the money from your customer’s bank to your bank. By activating the credit card module and enrolling in SPS, you can now have the ability to:

• Enter sales orders, process invoices and process cash receipts that use credit cards.
• Add, save and maintain customer credit card information. Keep in mind the card numbers are encrypted in MAS 500 to comply with security standards
• View credit card transactions
• Print credit card receipts
• Settle credit card transactions by matching the MAS 500 credit card transactions with the data from your processor

MAS 500 v7.3 has completed all the certifications and requirements to be considered PDI/DSS compliant.

The sales order module in version 7.3 has added a couple nice features. Two features that stand out are the “Ready to Commit” feature and the “Generate Invoice” feature.

It often happens that after picking multiple pending shipments are created at one time. In the past, it was difficult to determine which of those shipments were completed and which were ready to commit. A check box has been added to the edit shipments window, telling the system that a shipment has been processed. As a result, when you are choosing “commit SO transactions” there is a new selection criterion that only allows you to choose those shipments that are “ready to commit”. This feature is helpful in filtering on those shipments that are ready to go.

Do your customers need a printed invoice prior to committing the shipment due to the need to collect payments, provide an invoice as a receipt or include an invoice in the shipment? In MAS 500 v7.3 we can now generate an invoice prior to committing the shipment. This feature has been added to the edit shipments task. We can enter payments after generating the invoice and if a mistake was made we can delete the invoice which will return the shipment status to a pending state. The ability to generate invoices from the shipments screen gives flexibility in your workflow to meet some of the demands of our customers and exceed their expectations.

Contact Lori Ramsey at lramsey@socius1.com or 440.717.3214 to request a pre-upgrade review!

By Ohio Sage MAS ERP consultant, Jeff Steel