Transaction Manager for Blackberry

The Transaction Manager is a built-in encrypted database, where you can view completed and pending transactions for Credit Cards and Bank Account Transfers (ACH). It is also the entry point for allowing voids and credits of completed credit card transactions. 

The most recent transaction appears at the top of the list. Below is a summary for the Transaction Manager screen with an explanation of its various parts. Note that if a pending transaction is approved or changed, then the sales date will change to the most recent date

Sales Type

This option allows you to switch between credit card sales and ACH account transfers.

Approval Status

This option allows you to switch between approved and pending sales.
Approved sales display the Transaction ID (TID). Pending sales display the Reference information (REF).

 

Menu Items

A number of features can be accessed when pressing on the Trackwheel. Depending on what sales items are selected will also display additional menu items.

Following is a list of menu times for the Transaction Manager and a brief description of what they do.

This option will print a sales receipt for the currently selected. Unapproved receipts do not have a Trans ID or Authorization Code. 

Open…

If the sale is pending, this option will open the sales screen for editing and processing the sale. If the sale is approved, this option will open the Sale Summary screen. For approved credit card sales, you can issue a void or credit. See the Tutorial • Voids and Credits section for more information. 

Print Refund…

This item appears for approved credit card sales and allows you to print a refund receipt. See the Tutorial • Voids and Credits section for more information. 

Go to Oldest Sale

Select this option to go to the last sale in the list. 

Go to Most Recent Sale

Select this option to go to the first sale in the list. 

Delete

This will delete the selected transaction and remove it permanently from the Transaction Manager. Use this for items that have been processed elsewhere (such as through Transaction Central) or for deleting approved transactions. 

Remove All Sales

This will remove all sales for the selected criteria (i.e., Approved credit card sales, pending ACH transfers, etc.). A confirmation message appears after selecting this menu item. 

Reconnect…

When the printer turns off the Bluetooth connection is lost. When this happens, turn on the printer and select this menu item to re-establish the Bluetooth connection with the Blackberry. 

Close

This will exit the Transaction Manager and return you to the Main Menu. Pressing the Escape button has the same effect.