CSD Integrated Payments - Stored Cards

The cloud distribution system includes a payment processing feature that allows users to charge stored credit cards for sales orders through integration with the Kodaris payment processor. When processing an order, users can select from multiple stored cards associated with a customer, which are tokenized for security so that actual card numbers are not stored in the system. The payment process involves selecting the appropriate stored card (displaying only the last four digits), authorizing the payment amount, and receiving real-time approval confirmation. Payment history and transaction details are tracked within the system, and authorized payments are later converted to actual sales when the credit card processing batch runs.

What is Covered:

• Accessing the order entry screen and customer selection
• Selecting products and navigating to payment collection
• Choosing from multiple stored cards associated with a customer
• Understanding tokenization security for stored payment methods
• Processing payment authorization through Kodaris integration
• Viewing payment approval status and authorization amounts
• Accessing payment history and transaction details
• Completing the order
• Batch processing that converts authorizations to final sales