Call POS integration
- Introduction
- Generate seller users
- Point of sale panel
- Configure operation notifications
- Consultation of operations
1. Introduction
With Call POS you will be able to securely charge by phone while talking to your client in an agile and simple way. Through the sales panel you can enter the customer's card details and pay in a secure environment.
For the sale process, the merchant must access through the following link:
2. Generate seller users
The account administrator will access in the PAYCOMET Panel the section MY ACCOUNT - MANAGE SELLERS:
Next, we will click on 'Create user', which will show us the following form to fill out:
Name: Seller's name
Surname: Seller's surname
Username: Vendor username
Email: Seller's email (to access the Call POS Sales Panel)
Password: Seller password (to access the Call POS Sales Panel)
Maximum amount per operation: Maximum amount that the seller is allowed to send in an SMS / Email
You can operate multi-currency: Whether or not the seller is allowed to launch operations in different currencies
Comments: Free text
Communication with support: Whether or not the seller is allowed to contact technical support
Collect manually: Whether or not the seller is allowed to manually collect a transaction
Execute returns: Whether or not the seller is allowed to execute returns
3. Point of sale panel
3.1. Generate payment form
When you enter the Call POS Point of Sale Panel, the payment form will open.
Step 1: Type of payment
In the drop-down menu, we will select from which merchant we want the payment to be sent (in the event that the client has different merchants). In addition, we will choose what type of payment (authorization / pre-authorization) and the order number.
Type of payment: In the 'Authorization' the operation will be carried out at the time, instead, in the 'Preauthorization', the operation will require subsequent confirmation. (This functionality must be enabled, by default it will be authorization)
Order number: We will enter the 'order number' related to the payment and the 'order description' (optional).
Step 2: Customer details
Then we can fill in the client's information, with his name, email and telephone number. In addition, we can also enter a description of the order (optional)
Step 3: Payment details
In the last section we will introduce the amount and type of currency of the operation.
Finally, we have to fill in the card details with the card number, the expiration date and the CVC
4. Configure operation notifications
Through the PAYCOMET control panel we access MY PRODUCTS - CONFIGURE PRODUCT.
The icon
allows us to 'Configure product':
Once we enter 'Configure product', we will see different options to configure.
First, we can choose the 'Type of payment notification' that we want to receive once it is effective:
No payment notification
Notification by URL
Notification by Email
Notification by URL and Email
Depending on the option chosen, the different fields will appear to fill in:
5. Consultation of operations
Through the PAYCOMET control panel we access HISTORY OF OPERATIONS - SEARCH IN HISTORY. In this section, we can check all the operations that we have sent and their status.
To do the search, we will have to fill in different sections as it suits us:
Search by product: We will select the product from which we are interested in removing operations. If we want to see the operations of all products, we will select the option 'Select all products'.
'Search by' and 'Text to search': In these sections we can search by the 'operation reference', the 'operation concept' or the 'operation number', if we have them.
Type of currency for searches: We will choose the currency of the operation to be searched.
By amount: We will indicate the range of amounts to search (it can be left blank if no specific amount is searched).
Start date / time and End date / time: We will indicate the range of dates and hours that we want to consult.
Status: We will select the status of the operations we want to search ('all', 'failed' or 'charged').
Payment method: If the client has different alternative payment methods enabled, we can select whether we want to check payments with 'card' or another different method.
Card bin: It will help us to check payments made with the same card, entering the first 6 digits and the last 4 digits of the card.
Scoring: It allows filtering by the scoring of the operations that we want to consult.
Type of operation: We will select one or different types of operations.
Operations by users: We will select the operations sent by all users, or those carried out by specific users.
After clicking on 'Search', all those operations related to our search will appear, which we can download in different formats using the drop-down shown in the right corner:
In addition, if we want to have more information about a specific transaction, we can click on it to access the transaction data:
