e-commerce: in-house cards

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E-Commerce: In-House Cards Intermediate Level Course By: Matt Burt & Michael Guttman

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E-Commerce: In-House Cards Intermediate Level Course

By: Matt Burt & Michael Guttman

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• Advantages of integrating In-House Cards with E-Commerce • Sales and fulfillment of In-House Cards with E-Commerce • View card balances online • Reload cards with money using your E-Commerce site • Use In-House Cards as a form of payment in your E-

Commerce store

Objectives

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• Give your visitors/guests another payment option • Give your visitors/guests another option for reloading the

card with money • Your visitors/guests can view their card balance online • Upsell – Add an In-House Cards option to season

Pass/Membership sales • Coming soon – Bonus Cash

Why integrate In-House Cards module into your E-Commerce site?

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• In-House Cards are used like credit or debit cards at Siriusware salespoints or in E-Commerce pages

• In-House Cards may only be used at Siriusware salespoints • In-House Cards must be activated through Sales

Quick Review of Basic IHC Concepts

Presenter
Presentation Notes
Point 2 – This is because IHC is tracked through accounts and invoices within Salesware and the SiriusSQL database – so cards will not work outside of Siriusware salespoints or ecommerce pages Point 3 – this can either be done at the time of sale or later

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Account configuration • Account Type set to **DEBITWARE**

Quick Review of IHC Configuration

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Payment type configuration • Process Via • Card Type • Acct Range

Quick Review of IHC Configuration

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Item configuration • Determine and set valid dates • Assign number from basket or not • DebitWare tab

o Account for tracking invoices o Pre-load amounts

• Action tab – Activate at time of sale or later • Other essential IHC items

o Activation item o Reload item

Quick Review of IHC Configuration

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Salespoint configuration • [Preferences]

AssignNoQty=(0,5) GuestAnywhere=TRUE

Quick Review of IHC Configuration

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Option #1 - Assign IHC number at time of purchase 1. Edit C:\ProgramData\SiriuswareDemo\SalesHOST\Sales32c.ini file

[Preferences] AssignNoQty=(0,5) GuestAnywhere=TRUE

2. Purchase the $50 Gift Card using the E-Commerce pages, attach a guest to the card and pay for the sale using the credit card 5454545454545454, exp. date 12/2012 and CVV2 545

3. Make sure that the Web Sales Host processes the sale successfully 4. Lookup the visitor/guest who purchased the card using

SysManager and verify that the visitor/guest has the card in their guest record

Sales and fulfillment of IHC in E-Commerce

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Option #2 – Use pre-printed, pre-encoded cards 1. In SysManager edit the $100 Gift Card item

a. Action tab > Action Specifics b. Uncheck “Assign number from basket

2. Purchase the $100 Gift Card using the E-Commerce pages, attach a guest to the card and pay for the sale using the credit card 5454545454545454, exp. date 12/2012 and CVV2 545

3. Make sure that the Web Sales Host processes the sale successfully 4. Lookup the D-GIFTCERT account in SysManager and note that a

new invoice is created without the pre-load amount

Sales and fulfillment of IHC in E-Commerce

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Option #3 – Sell a combined pass/ IHCproduct with activation occurring after the sale 1. In SysManager edit the Adult Unlimited Pass item

a. Action tab > Action Specifics > Set to assign number from basket 0

b. Set the Account for the Invoice to D-GIFTCERT 2. Purchase the Adult Unlimited Pass using the E-Commerce pages,

attach a guest to the card and pay for the sale using the credit card 5454545454545454, exp. date 12/2012 and CVV2 545

3. Make sure that the Web Sales Host processes the sale successfully 4. Lookup the visitor/guest who purchased the Option 3 Card in

SysManager and get the swipe number for the card - Note: the Debitware button is grayed out

Sales and fulfillment of IHC in E-Commerce

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Option #3 – Sell a combined pass/ IHCproduct with activation occurring after the sale 5. Sell the Activate Card item in Sales, click the Debitware button,

enter the swipe number into the Card Swipe field, and then click the Check button

6. Enter $100 into the Pre-Load > Additional field 7. Click Save and finalize the sale using the credit card

5454545454545454, exp. date 12/2012 and CVV2 545 8. Lookup the visitor/guest again in SysManager and note that the

Debitware button is now active 9. Click on the Debitware button and note that there is an invoice

and a balance of $100 on the card

Sales and fulfillment of IHC in E-Commerce

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Controlled using the following web.config file settings • <add key="DWLookupField" value = "swipe_no"/>

• <add key="DWSecureLookup" value = “0"/>

• <add key="DWDispRows" value = " invoice_no, inv_bal, sp_bal, sp_bal_dy, crlimit, splimit, splimit_dy, pass_no, swipe_no, start_date, expires, dw_active, guest_no, guest_name "/>

View In-House Cards Information Online

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1. Set in web.config: <add key="DWReloadDCI" value = “INHOUSECRDACTANDLOADRELOAD "/>

2. Do a lookup of one of the cards sold in one of the previous exercises

3. Load $25 onto the card, pay for the sale using the credit card 5454545454545454, exp. date 12/2012 and CVV2 545

4. Make sure that the Web Sales Host processes the sale successfully

5. Lookup the visitor/guest who purchased the card and verify that the money was loaded onto the card

Reload In-House Cards Online

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1. Set in web.config: <add key="DWPayment" value ="1"/>

2. Do a lookup of one of the cards sold in one of the previous exercises and use that to pay for a new sale

3. Make sure that the Web Sales Host processes the sale successfully

4. Lookup the visitor/guest who purchased the card using SysManager and verify that the sale is recorded in the invoice for the card

Use In-House Cards as Form of Payment

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1. True or false. In House Cards lookups can be done in E-Commerce with the swipe number, the guest number, or the pass number.

- False. Use swipe number or the pass number only.

2. Which web.config file setting is used to determine the lookup field used?

- <add key="DWLookupField" value = "swipe_no"/>

3. Are In-House Cards sold through E-Commerce always pre-loaded, activated, and ready to use once the E-Commerce sale is finalized and the card is encoded and printed?

- No. Some In-House Cards programs can require that the card be activated and loaded with money at a salespoint prior to use.

Review Questions

Thank You!