Cardpointe Mobile App – Introduction to the CardPointe Catalog on the Mobile App
CardConnect has added a CATALOG function to CardPointe and today we’re going to look it’s functionality on a mobile device.
Catalog is a feature that allows you to catagorize your products and services in one simple and easy to manage place so you can easily pull up standard items when you’re ready to run a change.
It’s like a menu of products and services that you add to your account, easy and quick reference.
The catalog function is a step toward making the CardPointe mobile app a simple point-of-sale device that is well suited for quick service business, mobile companies and any business with the need to process transactions in the field in a mobile fashion.
Catalog comes at no additional cost so it’s an added feature to all CardConnect merchant account.
This video will assume your merchant account is already set up with CardConnect so if you haven’t downloaded the app yet, just go to iTunes or the Google Play store to download it
So let’s get into it.
Once it’s installed open it up and and it will default to the dashboard.
By default, the menu will give you a VIRTUAL TERMINAL option where you can run transactions but won’t give you the catalog option until you switch it ON, so that’s the first step.
Click the menu button and select SETTINGS and then APPLICATION
You’ll find the REGISTER option listed in this menu and you just need to toggle it ON>
The app that you’re seeing right now has 2 merchant accounts linked to it, so it requires me to select a default. If you only have one active merchant account listed, you won’t have to make this choice.
Once it’s toggled on, just come back to the main menu and you’ll notice that there is a CATALOG option and the VIRTUAL TERMINAL link has been replaced with a REGISTER option
CREATE A CATEGORY IN CATALOG
So to create your first product let’s first create a CATEGORY to put the product in.
just click the CATALOG link and then the CATEGORY link
Click the PLUS sign up at the top right and give your category a name. Set it to active, you can choose a color for the category, and then label the category description and finally come up and select CREATE CATEGORY
CREATE A PRODUCT IN CATALOG
So to create your first product… come back to the main menu and just click the CATALOG link and then the PRODUCTS link
I have products loaded into this account already so you can see them right here.
To add a new product in your account just click the PLUS sign up at the top
Name your product, assign the price… make sure you set it to active, and add a description if you’d like.
Then come down and add the product to a category (and you CAN select a product to be in multiple categories) and press the CREATE PRODUCT button up at the top.
And it’s that simple. Your new product is instantly added to your catalog and you’re ready to start accepting payments for this product.
You can add as many products as you’d like and for your convenience there is a search field in both the CATEGORIES section AND the PRODUCTS section under the REGISTER tab so you can easily pull up your products and services to run sales. .
So let’s look at the REGISTER tab now.
The REGISTER tab is where you’ll go to run transactions so it replaces what previously showed up as the VIRTUAL TERMINAL.
The REGISTER tab acts like a shopping cart function allowing you to add your products by just touching the screen and adding them to your cart.
You’ll see PRODUCTS, KEYPAD and DISCOUNTS under the subtab menu.
The PRODUCTS section allows you to add products by simply touching on the product
The KEYPAD section allows you to enter a custom dollar amount
And the DISCOUNTS allows you to apply a percent or dollar amount discount to the order.
The main PRODUCTS screen will allow you to start by selecting a category and you can toggle back and forth between categories and the listings of your products by touching the menu links.
If you want to skip the categories OR you have an UNCATEGORIZED product, just select ALL and use the search function to find your product.
As you add products they get added to the cart and when you’re ready to check out, just touch the cart icon.
It shows you a list of items that you have for this sale and if it looks good just click the green dollar amount button and proceed with running the credit card.
If you need to make an adjustment, just click the back button and then touch the item that you want to adjust.
If you want to change quantity, click and adjust accordingly and make sure to select update to have the change take effect.
If you want to remove the item entirely, just click REMOVE ALL and it will delete that product from your cart.
So you can customize your order however you’d like.
If you want to select discounts, you can apply a dollar amount discount or a percentage discount by coming into the DISCOUNTS tab from the main menu
You add discounts the same way you add products or categories.
You can assign a discount to the CART or to a specific product.
To link the discount to a product, just come back to the products link from the main menu, select the product and apply the discount.
When you come back to REGISTER tab and add a product that you have applied a discount to, you’ll see that it automatically assigns the discount and even shows the applicable discount on the summary screen.
And one final note, is that you can configure your CATALOG from your mobile device OR from your desktop by logging into CardPointe. .
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I’m Brian Manning and thanks for watching.