Fullsteam's Pulse (Merchant Track) portal allows you to access additional transactional reporting - combined with a virtual terminal. Below are some best practices and terminology.
In this Article
ACCESSING PULSE (MERCHANT TRACK)
REFUNDING TRANSACTIONS directly within Pulse (Merchant Track)
REFUNDING CORPORATE GIFT ORDERS IN THEIR ENTIRETY
CHARGING WHOLESALE ORDERS IN THE VIRTUAL TERMINAL
GLOSSARY of General Pulse (Merchant Track) Terms (link to Fullsteam's documentation)
TRANSACTION SEARCH SCREEEN (link to Fullsteam's documentation)
Accessing Pulse (Merchant Track)
Note that only Admin Owner User accounts can access Pulse (Merchant Track).
In Commerce7, go to Reports > Finance Reports
Refunding Directly within Pulse (Merchant Track)
IMPORTANT: You should only refund directly within Pulse (Merchant Track) in very rare circumstances where you are unable to refund within Commerce7.
Why? If you process a refund directly in Pulse (Merchant Track), it will not be reflected in the Order within Commerce7. This can result in inaccuracies in your reporting.
- In the Pulse (Merchant Track) portal, use the Transaction Search to find the transaction that cannot be refunded within Commerce7. Filter for the charge and click the Search button.
- Click the Refund link on the right.
- Fill in the required Refund fields and click the Confirm button.
- Finally, it is advisable to refund to 'External Payment' on the Order in Commerce7. This action records the refund in Commerce7 so that it's reflected in the Order and Reporting. Learn how here.
Refunding a Corporate Gift Order (in its entirety) directly within Pulse (Merchant Track)
Let's say you have a Corporate Gift Order that includes 100 individual Orders. After processing it, you discover that there are errors in the pricing or vintage, necessitating a refund and starting over. To refund the Corporate Gift Order within Commerce7, you would need to refund each Order individually. The other option is to refund directly within Pulse (Merchant Track). In doing so, you can refund the entire amount at once. This is great for your Customer since they will only see the one refund (instead of 100 separate refunds).
- Use the Transaction Search to find the Gift Order transaction.
- Fill in the required Refund fields and click the Refund button.
Once you refund the entire amount within Pulse (Merchant Track), you will then need to go into each individual Order in Commerce7 - and refund to 'External'. Yes, this is manual - but it will keep bookkeeping and reporting clean.
(To learn more about Corporate Gift Orders in general, click here).
Charging a Wholesale Order directly within the Pulse (Merchant Track) Virtual Terminal
You have the ability to charge Wholesale Orders directly within the Pulse (Merchant Track) Virtual Terminal. Note that while this process eliminates the Commerce7 transaction fee, you will still incur a payment gateway fee.
- Click the Virtual Terminal tab.
- Fill in all relevant card information and click the Complete Transaction button.
