SwiftTec Software Development

SwiftTec FAQ: How to setup transaction codes

Problem

You want to setup transaction codes for membership, barcoded goods or custom info.

Applies To

Solution

The transaction codes are configured by running the CMS Admin Tool and selecting the Transaction Codes tab.

CMS Admin Transaction Codes

A new code can be created by clicking on the button to create a new code. An existing code can be edited by double-clicking on it, on single clicking and pressing the button. The allows a selected code to be deleted.

 

When adding or editing a code you are presented with a new window to edit the transaction code details.

Here you must enter the details of the transaction code:

  • Transaction Code - the actual code used for this transaction which must be unique across the system. If this is for a barcoded item it would be a good idea to scan it.
  • Transaction Type - this specifies the type of code being created. This will be one of the following
    • Standard - A standard code
    • New membership - A code for charging new membership fees. This code will be recognised when editing the member types and used by FrontGate.
    • Membership Renewal - A code for charging membership renewal fees. . This code will be recognised when editing the member types and used by FrontGate.
    • Session - reserved for future use
    • Barcoded goods - A code for any item that has a barcoded, e.g. a can of drink.
    • Pass - A code for passes
    • Custom - This code will prompt the user for a price / value and a note.
  • Description - This is the description as seen by the user when this code is used.
  • Amount - The currency value of the transaction.

On completion press OK to accept the edit/addition. You will not be able to use any new codes until the changes have been applied to the database.


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