• Refund a credit card transaction processed via Cardpointe

  Log into your Cardpointe account (www.cardpointe.com) Cardpointe login (https://storage.crisp.chat/users/helpdesk/website/b8bdb9a0a8dcb000/screenshot-2025-02-26-at-125256dv5kd.png =450x246) Navigate to the "Reporting" tab Click on the transaction you wish to refund Click "Refund" (Some readers

• How to sell an item direct to customer from manufacturer

  From the Sales Order form, click Browse Product Catalog and add the item to the sales order the order using the + icon on the right side of the page. Ensure that the item is toggled to special order. Items shipping directly from a manufacturer must be special order. (https://storage.crisp.chat/users/helpdesk/website/b8bdb9a0a8dcb000/screenshot-2025-03-05-at-104521nsvFew readers

• How to view customer open orders/waiting for deliveries

  Every sales order has an associated status with it. If you are looking for sales orders in a certain status use the filter options at the top of the page. Waiting for Delivery: Once all items on the Sales Order have inventory assigned to it with a status of "Received" and "Ready", the status of the order will update to Ready. Using the Apply Filter option select Status. 3Few readers

• How to use the Cardpointe Virtual Terminal

  If you are using Cardpointe for payment processing and the equipment is not working you can use the virtual terminal on their website. Navigate to cardpointe.cardconnect.com. Or use https://cardpointe.com/account//virtualterminal After logging in go to the Virtual Terminal tab For each credit card sale enter theFew readers

• How to sell an item from inventory

  An item with inventory is indicated by an Available quantity greater than 0 when viewing the product catalog. Add that item to the sales order the order using the + icon on the right side of the page. You will see the item is does not have the special order toggle turned on. (https://storage.crisp.chat/users/helpdesk/website/b8bdb9a0a8dcb000/screenshot-2025-03-05-at-102231Few readers

• How to split fulfillment types

  After multiple items have been added to the Sales Order and you proceed to the delivery step you will see a two delivery options. Apply the same fulfillment method to all items Apply different fulfillment method to each item Selecting Apply the same fulfillment method to all items allows all items on the order to be fulfilled in the exact same manner - from inventory,Few readers