Creating a group

It is mandatory to create at least one group before inicitate the sales using virtual POS. The group determinates the operator’s access level.

To create a group, access Configuration > Groups, and fill the fields correctly:

Field Description Mandatory
Nome Nome do grupo Yes
Permissões selecione as permissões que este grupo poderá ter Yes

The list of permissions:

Permission
Change the next recurrence date
Change the recurrence end date
Change the day of recurrency
Change the interval of recurrency
Change the recurrency payment amount
Enable or Disable a recurrency
Void a transaction created by user
Void a transaction created by user using report interface
Void any transactions
Capture a transaction created by user
Capture a transaction created by user using report interface
Create an order
Refund a transaction using report interface
View recurrent orders
View transactions created by user
View recurrent transactions

Creating Operators

The “managers” are able to create other users called “operators”, that have permissions to create an order.

Access Configuration > Operators, and fill the all mandatory fields below. When the information is submitted, an e-mail will be sent to the registered address.

Field Description Mandatory
Username username to be used to access the POS Yes
Name Operator’s name Yes
E-mail Operator’s E-mail Yes
Group Operator’s group Yes
Stores Stores that operator will perform an order Yes

Perform an order

To create a new order, the operator has to access to the order form: Virtual POS -> Sell Form

Step by Step

The form has some group of information with mandatory and optional fields.

You can configure the form to show just some groups you need to you business.

Below, you will see the details of each possible block of information.

Order

This group requires the informations about the order.

Field Description Mandatory
Order Number merchant’s order number Yes
Nome Customer’s Name Yes
CPF/CNPJ Customer’s CPF/CNPJ. In case of foreigner customer, fill zeros Yes
E-mail Customer’s E-mail No

Delivery Address

This group requires the informations about the delivery address

Field Description Mandatory
Street Customer’s delivery address street name No
Number Customer’s delivery address street building number No
Complement Customer’s delivery address complement No
City Customer’s delivery address city No
State Customer’s delivery address state No
District Customer’s delivery address district No
Zip Code Customer’s delivery address zip code No
Country Customer’s delivery address country No

Recurrency

This part defines recurrency configuration to an order. There are three possibilities:

Option 1: Just schedule the further payments

In this option, the recurrency will be scheduled accordint to the informations provided below. In this case, the customer will be charged just when the first recurrency occurs (start date).

If the end date is not informed, the recurrency will never end.

Field Description Mandatory
Interval Interval of recurrency. Default: Monthly Yes
Start Date Recurrency start date Yes
End date recurrency end date No

Option 2: Charge now and schedule the further payments to the same day

In this option, the recurrency payment will be created and the first chage will occur immediately. The further recurrences always will occur in the same day of first charge.

If the end date is not informed, the recurrency will never end.

Field Description Mandatory
Interval Interval of recurrency. Default: Monthly Yes
Start Date Recurrency start date. Fixed value Yes
Recurrence Day The day that occurs further charges. Fixed Value. Yes
End date recurrency end date No

Option 3: Charge now and schedule the further payments to the other day

In this option, the recurrency payment will be created and the first chage will occur immediately. The further recurrences always will occur in the day selected in the form.

If the end date is not informed, the recurrency will never end.

Field Description Mandatory
Intervalo Interval of recurrency. Default: Monthly Yes
Start Date Recurrency start date. Fixed value Yes
Recurrence Day The day that occurs further charges Yes
End date recurrency end date No

Billing Address

This group requires the informations about the billing address

Field Description Mandatory
Street Customer’s billing address street name No
Number Customer’s billing address street building number No
Complement Customer’s billing address complement No
City Customer’s billing address city No
State Customer’s billing address state No
District Customer’s billing address district No
Zip Code Customer’s billing address zip code No
Country Customer’s billing address country No

Payment Data

This group requires the informations about the payment data

Field Description Mandatory
Payment Method The brand of credit card Yes
Card holder Card Holder name Yes
Card Number Credit card number Yes
Card Security Code Card Security Code Yes
Expiration Date Card expiration date Yes
Amount Transaction’s amount Yes
Installments Installment number. In case of recurrency transaction, this field will not be showed. Yes

Submit or Clean

The Submit button will submit the order to authorization process.

If you configured the option “automatic capture”, the order will be authorized and captured immediately. Else, the transaction will be captured only if you access the report and capture manually.

The Clean button will clean the filled information.

Order Report

Access the Virtual POS > Transactions to see the orders performed previously

Abote the order list, there are two labels about amounts. One represents the captured Amount, and other, the partial amount to be captured.

The action column has links to take an one of actions:

Capture

This action will be available to the Virtual POS if you not choosed to make automatic capture. All the orders just authorized must be captured here. When the capture process is successfully completed, the order status will change from “Not Paid” to “Paid”.

Partial Capture

This action must be used when you need to partially capture the amount. Ex.

The Virtual POS will show a field to input the partial amount.

Total Capture

This action must be used when you need to capture all the amount. Ex.

Void

This action is destinated to void a transaction.

You need to confirm the action, as show below.

Print

This action will show you a print version of an order.

See the example below.