V8 - MerchantTrack portal
The portal to MerchantTrack, SOS Pay's credit card and ACH payment processing system, is accessible from within SOS Inventory. In addition to processing payments, you can search MerchantTrack for information on specific transactions, as well as run reports.
Accessing the MerchantTrack portal
MerchantTrack is accessible from within SOS Inventory via the SOS Pay list (Company menu > Miscellaneous > SOS Pay). The MerchantTrack link is in the upper right-hand corner of the list, directly below the Task bar.
Access to the MerchantTrack portal is restricted to SOS Inventory users who have been granted access privileges by a company administrator. To grant access, go to Company menu > Admin > User administration. On the Users list, select Add new for a new user, or locate the appropriate existing user and click the Edit button next to the user's name. On the User page, enable Process credit card or ACH payments. If the user needs the ability to view the Payments list, enable View payments received from QuickBooks also. Save and close when finished.
MerchantTrack portal menu
The MerchantTrack portal has three different menus for SOS Pay users:
- Dashboard (the home page of the MerchantTrack portal)
- Transaction search
- Reports
The next subsections explain what each menu includes.
MerchantTrack dashboard
The Dashboard serves as the landing page for the MerchantTrack portal. The page summarizes several pieces of information, including total transaction count, volume, etc. Choosing to view the report of recent funding activity will run the Funding summary report, while selecting to view the report for recent transactions will run the Transaction report. Both reports cover data for the past six days.
MerchantTrack transaction search
To conduct a transaction search:
- Choose the merchant/location, if assigned more than one.
- To narrow the criteria, fill in any other field and click Search. (If no search criteria are selected except the merchant/location, the system will pull every transaction that has ever been processed.)
- The search results page includes information on the status of transactions (Batched, Voided, or Refunded), cardholder information, and the approval or reason for decline. To view the details of a specific transaction, click the blue transaction ID.
- The Transaction details page includes details about the transaction, its processing, and reconciliation. A printable transaction receipt with a customer signature line can be obtained by selecting the Receipt link.
MerchantTrack reports
MerchantTrack allows you to run reports on funding, transactions, chargebacks, merchant statements, and ACH returns. The reports may be exported to CSV and/or PDF for viewing and most reports are sortable. The number of total rows viewed per page can be set from 15 to 100.
The Reports page lists each report type that is available, along with an explanation of the capabilities for each.
