Disable Credit Card Entry method by configuring Taskpad button

Modified on Wed, 12 Feb at 1:28 PM

Overview

While we understand the security needs may dictate disabling manual entry more often or not, we also find some customers need to be able to process manual entry, but they would prefer to have a Manager's approval or collect supplemental identification from the customer to ensure the transaction is not fraudulent.

Procedure

Credit Card Entry Methods can be controlled in two ways: per device or via a Taskpad button to toggle entry methods as needed. This article explains how to disable Credit Card Entry via a Taskpad. To disable Credit Card entry per device, use this link.

Configure a Button to change the status of an Entry Method

Navigate to the task pad you'd like to add the buttons to. We recommend putting this on the Manager Task pad if you require specific people to process these transactions. (Admin > Taskpads)
Typically, you will want 2 buttons for each payment method you're changing - in this example, we will make 1 to enable manual entry and 1 to disable it.
Create the On/Off buttons:
1. Select an available button on the task pad in question.
2. Set the desired text of the button (eg: Manual Entry OFF)
3. In the command box, type Manage - the system will auto-complete this command for you from there.
4. In the Command Parameter box below the command box, please copy and paste the bold test in place; {Command = ExtData Credit Card Entry Mode = {AllowManual: 1, AllowSwipe: 1, AllowChip: 1, AllowContactLess: 1}}
5. Make a second button and set the desired text. (eg: Manual Entry OFF)
6. Set any required permissions for this button by removing the check from the role in the "Available for Roles" section of the Taskpad config
7. Repeat steps 2-6 to create an OFF button.
8. Repeat additional steps 2-6 for any other payment entry methods.
Testing
1. To ensure you've successfully disabled the payment entry method, with it disabled, attempt a test sale transaction from your POS.
2. If you've created buttons, ensure both the On and the Off work as expected (For example, make sure that with AllowManual:0 you can't manually enter the card number)

This video will also help explain what is covered in the above section:

We can also setup a single button to enable the Manual Entry and Disable it back automatically once the transaction is done.

Please set the Command to Sales: Compose and paste all the command below in the parameter.

Sales: Compose
[{
"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, 'ForceValidatePayment': true}"
},{
"Command":"CloudRetailer.Plugins.ElectronicPayments.Pos.Manage",
"Parameter":"{'Command': 'EXTDATA', 'CreditCardEntryMode': '{AllowManual: 0, AllowSwipe: 1, AllowChip: 1, AllowContactLess: 1}'}"
}]

References

Disable Credit Card Entry per Device