Merchant Management System New User Guide CARDSAVE
Table f Cntents Lgging-In... 2 Saving the MMS website link... 2 Lgging-in and changing yur passwrd... 3 Prcessing Transactins... 4 Security Settings... 4 Prcessing Transactins... 5 Test Transactins... 6 Pay By Link Admin... 7 Refunds... 9 Reprts... 11 Adding New Users... 12 Cntact Us... 13 Page 1
Lgging-In By nw yu will have received an e-mail prviding yu with yur username and passwrd. In this e-mail, yu will als find the link t the Merchant Management System (MMS). Fr future ease in accessing the MMS website, yu shuld save this link t yur desktp. SAVING THE MMS WEBSITE LINK Highlight the link prvided in the e-mail, and cpy it by right clicking and selecting Cpy within the pp up bx. Minimise all screens until yu are back t the desktp. Right click n the desktp and select New, and then click n Shrtcut. A larger bx will appear with the heading Create Shrtcut. Paste the link int the space prvided, and select Next. Yu can then chse a name fr the shrtcut, and select Finish. An icn will appear n yur desktp, which yu can nw click n t pen the MMS lg in page. Page 2
LOGGING-IN AND CHANGING YOUR PASSWORD When yu first lg-in with the username and passwrd prvided, yu will be asked t change yur passwrd. Yur username will remain the same and be in the frm f the wrd merchant fllwed by seven number characters. T maintain the highest security levels f the website, yu will be required t prvide a passwrd which has a mixture f letters, numbers and symbls, with at least ne capital letter. Once yu have successfully changed yur passwrd, yu will be asked t set a secret questin, and prvide the answer. When this has been prvided yu will be ready t use the system. Errr messages which yu may see when lgging in are explained belw. This errr message will appear if the passwrd is entered incrrectly when lgging-in. The passwrd is case sensitive, s yu shuld make sure the caps lck and numbers lck is ff. This errr message will appear if the username is entered incrrectly. Again this field is case sensitive, s make sure the caps lck and numbers lck is ff. Als make sure the wrd merchant is entered as well as the seven numbers given. Page 3
Prcessing Transactins SECURITY SETTINGS Befre prcessing transactins, it is advisable t check yur security settings. Yu d this by selecting Accunt Admin and Accunt Settings. If yu have an accunt set up t take transactins thrugh a cmpany website and wish t check these security settings, yu wuld select ECOM-GBP frm the drpdwn list, under the heading Select Gateway Rute. If yu have an accunt set up t take transactins thrugh the virtual terminal n the MMS, yu wuld select MOTO-GBP frm the drpdwn list, under the heading Select Gateway Rute. CV2 is the card verificatin methd, which is prcessed using the three digit security cde n the back f the card. AVS is the address verificatin system, which checks that the card used, matches the address details prvided by the cardhlder. Fr maximum security, all fields under the Default CV2 Behaviur and Default AVS Behaviur shuld be set t FAIL. This wuld mean that befre any transactins can be prcessed successfully, extra checks will be perfrmed n the payment card. Page 4
PROCESSING TRANSACTIONS Under Payments, select Transactin By Card Details. Make sure that the gateway accunt is set t MOTO-GBP, and then enter all the required details. The CV2 and AVS verride ptins are used when prcessing transactins withut entering the card security cde, r address details. This ptin reduces the level f security in place, and therefre we wuld nt recmmend using it n a regular basis. T cmplete the transactin, nce all the details have been entered, click n the Submit fr Prcessing buttn. If the transactin was unsuccessful, an errr message will appear at the tp f the page, highlighting the reasn why it has failed. If the custmer wuld like a receipt f the failed transactin, yu can print this by ging t Transactin Reprting and Transactin Histry, click n the failed transactin, and then click n the printer icn in the tlbar. A print preview will appear, and it will prvide the ptin t Print Receipt. If the transactin has been successful, a message infrming yu f the status f the transactin will appear, and yu will be given the ptin t View and then Print the receipt fr yur custmer. If yu receive this message, the transactin has been successful. If yu receive this message, the card has been declined by the custmer s bank. Page 5
If yu receive this message, the transactin has been declined as the wrng address details have been entered. The Address Numeric Check relates t the huse number, if the address has a huse r business name rather than a number, yu will need t click n the Use Override beside the AVS Behaviur when prcessing the transactin. Then within the AVS Plicy, change this t Fail nly if Pst Cde Fails. Once yu submit the transactin fr prcessing, the fllwing message will appear, and the transactin will have been prcessed successfully. TEST TRANSACTIONS Befre prcessing live transactins, yu can run test transactins t help yu becme mre cnfident when using the system. T d this, firstly select Supprt and click n Dwnlads. Under the heading Test Card Details, click n the link als named Test Card Details. Click the ptin t Open, using Winzip. Once the Winzip file pens, click n the file, and chse the ptin t Open With, and select Adbe Reader, and frm here yu can print these details. T prcess the trial transactin, g t Payments, and Transactin By Card Details. Change the Gateway Accunt t Test Accunt, and add the details given n the Test Card which yu have printed ff. Once the test transactin has been prcessed, yu can view the details within Transactin Reprting. Page 6
Pay By Link Admin Pay-By-Link prvides the facility t email yur custmers with a link t a payment page. The custmer will click n a link prvided within this email, and they will be redirected t a secure payment page, where they then enter their card details and prcess the payment themselves. T send a Pay-By-Link yu need t click n the Pay-By-Link Admin ptin within Payments. Yu will be prmpted t change the gateway t the ECOM GBP, and then a page, like the ne belw, will appear fr yu t fill in the details. Page 7
T send the link t the custmer s e-mail address, the address needs t be entered in the relevant field, and the Email Link T Custmer bx needs t be ticked. Fr maximum security, please tick the bxes CV2 is Mandatry and Address is Mandatry, as these will prmpt the custmer t prvide these details. When yu have entered all the details, click n the Create PayByLink Transactin buttn. The custmer will then receive an email with the details, and yu will receive a cnfirmatin email t say that this has been sent. Details f this will als appear in the bx belw. Once the custmer has prcessed the transactin yu will receive an e-mail cnfirmatin fr this payment. Yu will als be able t search fr, and edit yur Pay-By-Link emails by entering either the reference r the descriptin f the riginal transactin in the search bx, as shwn belw. All Pay-By-Link transactins which cntain the value yu enter will then appear, and yu can edit the custmers email address, delete the Pay-By-Link, r re-send using the buttns shwn belw. Page 8
Refunds There are a few ways t prcess refunds, depending n the infrmatin yu have available. If yu knw the date f when the initial transactin was prcessed: G t Transactin Reprting, and click n Transactin Histry. Change the date in the tlbar t the date the transactin was prcessed using the calendar. All the transactins which were prcessed n that date will then appear in a list. Click n the transactin which yu wuld like t refund, and then click n the red arrw in the tlbar. The details f the transactin will then appear n the screen. Frm here yu can then change the amunt f the refund, depending n whether yu wish t d a full r partial refund. Then click n the Submit fr Prcessing buttn. Page 9
If yu d nt knw the date, yu can als search ther details f the transactin in rder t find the riginal, by clicking n the search buttn in the tlbar which is shwn belw. The fllwing screen will they appear, int which yu can enter any detail f the initial transactin and perfrm the search. Once yu have fund the transactin yu are lking fr, simply fllw the steps in ptin 1 abve. If yu d nt knw any the date r the crss reference f the riginal transactin, yu can prcess a refund by entering the custmers card and address details int the Transactin by Card Details page again. Under the Transactin Type yu wuld change this frm Sale t Refund, and then click n Submit fr Prcessing. Once yu have prcessed the refund, yu will be given the ptin t print the receipt, and the details f the refund will appear within the transactin histry. Page 10
Reprts The Merchant Management System allws fr yu t print and create reprts f the transactins that yu have prcessed. There are tw types f reprts which yu can save t yur cmputer, depending n the infrmatin yu need. T save daily reprts, as a detailed recrd f transactins prcessed: G t Transactin Histry, alter the gateway and the date settings as required, and click n the Exprt the current transactins t a CSV file buttn in yur tlbar. Yu will then be given the ptin t save r pen the dcument t view the infrmatin. Fr reprts shwing the ttal amunt f credit transactins, and debit transactins (refunds) prcessed thrugh yur Merchant Management System ver a perid f time: G t Transactin Summary within Transactin Reprting and again change the gateway, the start and the end date as required, and click n Search. Click n the exprt buttn as abve, and again yu will be given the ptin t pen r save the reprt t yur cmputer r t pen and print a cpy. Page 11
Adding New Users Yu can add new users t the system by clicking n Accunt Admin and then clicking n User Admin. Simply enter the new user s name, their persnal email address, and chse the user type (these are explained belw). When yu click n Create User, an email will be sent t the address given fr the user t cnfirm their email address. Once this has been cnfirmed, an email will be sent prviding the newly created user with a passwrd. Merchant Super User Full access t the system. Merchant Administratr User has full access t Payments, Transactin Reprting and Supprt. User will nly have access t the User Admin page within Accunt Admin. Basic User User will have access t Transactin Reprting and can prcess payments, but will nt have access t the verride behaviur r be able t prcess refunds, cllectins, vids r scheduled transactins. This user will nt be able t access the Accunt Admin. Restricted Basic User This user cannt access Accunt Admin, view any previus transactins, use verrides r perfrm refunds, cllectins, vids r scheduled transactins. They will be able t prcess payments nly. White Label User This user has access slely t the Transactin Summary and the Check Card Number pages within the system. Page 12
Cntact Us Telephne: 01472 263595 Fax: 0844 209 1510 E-mail: ecmm@cardsave.net Address: CardSave Acrn Business Park Mss Rad Grimsby N.E. Linclnshire DN32 0LW Page 13