Processing Transactions

The following sections outline the standard transaction workflows for the BluePOS application. For assistance with workflow updates or configuration changes, contact Bluefin Technical Support.

Sale (Card Present)

1. Navigate to the Sale screen.

2. Enter the transaction amount and select Enter.

3. Enter Tip Amount when appropriate.

To continue without entering a Tip, select No Tip.

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Tip Configuration Settings

Tip functionality can be enabled, and the available tip options can be customized in the Admin Menu.

4. Confirm the total.
5. Tap, insert, or swipe the cardholder’s card to take the payment.
6. Obtain customer's signature and select Continue.

Manual Entry/Keyed (Card Not Present)

1. Navigate to the Manual Entry screen.

2. Enter the Admin password. (Default is today’s date in MMDDYYYY format)
3. Enter the amount and select ‘Enter’.
4. Enter Tip Amount, when appropriate, or select ‘No Tip’.
5. Confirm the amount.
6. Enter card number, expiration date, and CVV as prompted and select ‘Enter’.

Void a Transaction

1. Navigate to the Void screen.

2. Key in the transaction ID and select ‘Enter’.
3. Enter the Manager code and select ‘Enter’. (Default is today’s date in MMDDYYYY format)
4. Review the transaction details and select to Confirm the void.

Refund a Transaction

1. Navigate to the Return screen.

2. Key in the transaction ID and select ‘Enter’.
3. Enter the Manager code and select ‘Enter’. (Default is today’s date in MMDDYYYY format)
4. Review transaction details and select Confirm the return.

Auth

1. Navigate to the Auth Screen.

2. Enter the amount and select ‘Enter’.
3. Confirm the amount.
4. Tap, insert, or swipe the cardholder’s card to take the payment.
5. Enter additional information as prompted.
6. If this is a Card Present transaction, obtain customer's signature and select Continue.

Force a Sale

1. Navigate to the Force screen.

2. Enter the Admin password. (Default is today’s date in MMDDYYYY format)
3. Enter amount and select enter.

3. Enter Amount when appropriate and select enter.
4. Confirm the amount.
5. Enter the transaction’s Auth Code.

6. Key in the transaction’s card information, expiration date, and CVV and select  ‘Enter’.