Overview

Many customers want to prevent the cashiers from running manual credit card transactions due to fraud. Manual credit card transactions can be disabled in the register settings by following the directions on this KB article. However, there are instances where manual credit card transactions may be necessary. By following these directions, you can add a manual credit card transaction button to a task pad and use permissions to only allow specific users access to the button. 

This process will create a button that enables manual entry for that payment attempt only. If the payment window is closed at any time, the credit card terminal will revert to its original functionality.

Procedure

1. Log into the back office
2. Navigate to the task pads by clicking on Admin --> Task Pads
3. Select the task pad you would like to add the button to
4. Select the button in the grid you would like to make the button on
5. Label the task pad button by filling in the text box
   
6. For the command use Sales:Compose
   
7. In the box beneath, copy the below text and paste it into the box

   1. [{"Command":"CloudRetailer.Pos.Sales.ShowNotification",
      "Parameter":"{'Title': 'Protection Alert', 'Text': 'Please be aware you are <b>ENABLING</b> Manual Entry which is the most common <b>Fraud</b> method.<p></p><p>You can disable Manual Entry by canceling the transaction payment.</p>', 'NotificationType': 1, 'ButtonCaption': 'Proceed', 'ButtonBackgroundColor': '#FF0000'}"
      },{
      "Command":"CloudRetailer.Plugins.ElectronicPayments.Pos.Manage",
      "Parameter":"{'Command': 'EXTDATA', 'CreditCardEntryMode': '{AllowManual: 1, AllowSwipe: 1, AllowChip: 1, AllowContactLess: 1}', 'DisplayMessage': 'Test'}"
      },{
      "Command":"CloudRetailer.Pos.Sales.TakePayment",
      "Parameter":"{'PaymentCode': 'CC', 'Amount': ActiveTransaction.Total}"
      },{
      "Command":"CloudRetailer.Plugins.ElectronicPayments.Pos.Manage",
      "Parameter":"{'Command': 'EXTDATA', 'CreditCardEntryMode': '{AllowManual: 0, AllowSwipe: 1, AllowChip: 1, AllowContactLess: 1}'}"
      }]
      
      

8. Click on Save in the upper Right Corner

9. Sync, then close, then reopen Cloud Retailer

References

Disable Credit Card Entry Type per Device

Disable Credit Card Entry method by configuring Taskpad button