Sage e-businessvision and Sage Exchange 2010 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks or registered trademarks are the property of their respective owners.
Sage Exchange Overview Sage Exchange is a PCI-compliant credit card processing service for merchants who accept credit card payments from their customers. The service can process customer payments made with Visa, MasterCard, American Express, JCB Credit card, and Discover credit cards. Sage Exchange integrates with Sage BusinessVision, making it easy for you to authorize credit card payments directly from Sales Order Details, Point of Sale, and Accounts Receivable. This can be done with or without the actual credit card being present. This service is especially convenient for merchants who frequently accept credit card payments when the credit card is not present. For example retail, mail order, telephone order, and/or Internet businesses. After July 16th 2010 you will no longer be able to accept credit cards as a payment method on your e-businessvision web-store unless your Sage BusinessVision company data has been integrated with Sage Exchange from Sage Payment Solutions. If Sage BusinessVision is not integrated with Sage Exchange from Sage Payment Solutions then On A/R Account will be the only available payment method for existing customers who have terms. Guest customers and existing customers without terms will not be able to place orders on your web-store. Setting up e-businessvision to use Sage Exchange Follow the steps below to get your web-store up and running as quickly as possible. It is important to follow the steps in order. 1. Open a merchant account with Sage Payment Solutions For more information on opening a merchant account with Sage Payment Solutions please visit http://www.sagepayments.com or call 800-261-0240. 2. Install the Sage Exchange module The Sage Exchange module must be installed on every computer that will process credit card payments. To install the Sage Exchange module navigate to the web site http://www.sageexchange.com/install/ and follow the installation prompts. 2 of 6
NOTE: On terminal servers or other computers that share multiple user accounts, the Sage Exchange module must be installed for each computer user. 3. Configure Sage Exchange The Sage Exchange module runs as a task in the computer s system tray. To configure the Sage Exchange module, right-click on the Sage Exchange icon and choose Settings. If you are using a magnetic card reader to read credit cards you must choose the device that is attached to the computer. You can optionally check Automatically Start Card Swipe to load the card swipe interface when the Sage Exchange module is installed. Choose OK to save your changes. 4. Close your web-store to prevent new orders from being placed Your web-store needs to be closed temporarily while you transition to the new credit card processing service from Sage Payment Solutions. To close your web-store logon to the e-businessvision web-store back office and switch the store to Closed under General \ Store \ Basic Settings \ Store Open or Closed and then scroll down and click Submit to save your changes. The web-store is now closed and shoppers will not be able to place new orders. 5. Download and process any existing e-orders Before upgrading to Sage BusinessVision version 7.41 logon to the Data Agent and download \ import any existing web-store orders. Once the e-orders have been imported process the e-orders that were paid by credit card in the usual manner using the version of Sage BusinessVision currently installed. Web-store e-orders that were placed On A/R Account will not be affected by the changes to Sage Exchange. 6. Upgrade Sage BusinessVision 2010 to version 7.41 Sage BusinessVision 2010 version 7.41 or higher is required to take advantage of the new credit card processing service by Sage Payment Solutions. Upgrade each computer to Sage BusinessVision 2010 7.41 by running the installation program and following the on screen prompts. 7. Add the merchant account information to Sage BusinessVision System Setup In System Setup \ Payment processing: Select the Active check box and enter the Merchant ID (M_ID) and Merchant Key (M_KEY) credentials provided by Sage Payment Solutions. Choose the Number of Receipts to be printed. 3 of 6
Select Send customer address to Sage Exchange to pre-populate the Sage Exchange module with the address information from Sage BusinessVision at the time of sale (recommended for ease of use and speed of processing). Save your changes to System Setup. 8. Configure Sage BusinessVision Special Accounts \ Point of Sale Accounts To configure the card type for Point of Sale Special Accounts, open Special Accounts and choose Point of Sale Accounts. Click the Card Type drop down and choose the appropriate card type for the special account and click Save. For example, for the MasterCard special account - choose the Card type MasterCard from the drop down list. You must setup accounts for all the credit card types that you will be accepting. If a card type is configured in the Sage Payment Solutions Virtual Terminal but not in Sage BusinessVision then sales to that card type will post to the default Cash & Cheque Receipts account. NOTE: To remove a card type for a special account, you can select the empty line in the drop down list and save your changes. 9. Configure the credit card receipt Choose Print to Destination\Printer for the Credit Card Receipt in Printer Setup. If you wish to modify the credit card receipt you may do so with the Report Designer. NOTE: Receipts can be reprinted though the Sage Payment Solutions Virtual Terminal. 10. Configuring the Sage Payment Solutions Virtual Terminal Logon to your Virtual Terminal https://www.sagepayments.net/virtualterminal/ From the Virtual Terminal menu choose Products \ Shopping Cart Upload a Banner for the secure credit card checkout page for your web-store. Under Banner Upload - browse for and select a suitable banner image file. Then click Upload New Banner Image for Shopping Cart. Set Post Back Service to Yes, Enable Postback service. The Post Back URL must be set to: http://www.businessvision.net/edge/paymentgateways/sageexchange/postback.asp Set The Ship To Checkbox to Unchecked. 4 of 6
Optionally you can customize the text and background color of the secure credit card page so that it more closely matches the scheme of your web-store by making changes to the Text Color, Background Color, Table Text Color and Table Background Color. To save your changes click Update Shopping Cart Properties 11. Perform an upload to your web-store using the Data Agent After Sage Exchange has been integrated with Sage BusinessVision and the Virtual Terminal has been configured you need to perform an upload to your web-store using the Data Agent to establish the merchant account settings. 12. Re-open your web store Before shoppers can place new orders your web store needs to be re-opened. To open your web store logon to the e-businessvision web store back office and switch the store to Open under General \ Store \ Basic Settings \ Store Open or Closed and then scroll down and click Submit to save your changes. The web store is now open and shoppers will be able to place orders. 13. Test the setup Logon to your web store as a shopper, create an order and checkout using credit card as the payment method to check that the Virtual Terminal settings were configured properly. You should get redirected to the secure Sage Payment Solutions web site where you enter your credit card information. Download the e-order using the Data Agent and then delete the order in Sage BusinessVision so your credit card is not charged for the test order from above. 5 of 6
Checkout on the web store During the checkout process a shopper who selects Paid by Credit Card as the payment method will be taken to the secure Sage Payment Solutions page once they click Place this Order on the Order Confirmation screen. On the Sage Payments Secure Order Summary page the shopper enters billing and credit card information and clicks Finalize and Process Order. Once their card is approved clicking Continue takes the shopper back to the web store. At this time the shopper s card is not charged for the sale an AUTH for the amount of the sale has been placed against the shopper s credit card. Processing the e-order in Sage BusinessVision Download and import the e-order into Sage BusinessVision using the Data Agent. Once the e-order is invoiced through Sage BusinessVision the Auth will be converted into a Prior Auth and the shopper s credit card will be charged. If there is a problem with the original Auth the Sage Exchange module will be launched and the order entry clerk will have the opportunity to input new credit card data. If some of the items on the e- order are backordered and the e-order is partially invoiced and shipped the order entry clerk will have to contact the shopper for their credit card information to complete the sale of the backordered items when they become available. The Sage Exchange module will be launched and the order entry clerk will have the opportunity to input shopper s credit card data and complete the sale. 6 of 6