Sage-100-ERP-2013The introduction of Sage Exchange changes the way that credit card transactions are processed in Sage 100 ERP beginning with Version 2013. It not only provides enhanced credit card security and Payment Card Industry (PCI) compliance, Sage Exchange also introduces new card swipe capabilities, mobile payment features, and other credit card processing enhancements that we’ll take a closer look at in this article.

Enhanced Credit Card Security and PCI Compliance

Sage Exchange is cloud-based technology that provides the integration between your Sage 100 ERP system and Sage Payment Solutions, where credit card transactions are processed online.

It also provides a connection to the Sage Exchange Vault.  This secure cloud-based vault stores sensitive credit card information online and outside of your Sage 100 ERP system.  By doing so, all credit card information is removed from your database which reduces fraud exposure and simplifies PCI compliance.  However, it does not eliminate the potential need for Sage 100 ERP customers to perform an annual PCI compliance audit.

For added cardholder security, Sage 100 ERP 2013 also allows a “one-time use” credit card for payment transactions without saving any credit card information.

New Payment Options, Including Mobile

New card swipe capabilities have been truly integrated so that payment processing is built into the normal Sage 100 ERP workflow, which can replace the disconnected card swipe system that you might be using today.

New Sage Mobile Payments is ideal for companies with a mobile sales force or service providers that collect fees on the go. Simply launch the app from your Smartphone or tablet, choose an existing customer, and select the invoice to pay.  And with a Sage Mobile card swipe device connected, you can swipe the customer’s credit card onsite and present a touch screen for signature and approval.

Lastly, Sage 100 ERP 2013 provides the ability to accept credit card payments for services rendered at the time of Accounts Receivable invoice creation for the invoice total, without requiring the use of Sales Order.

IMPORTANT NOTE: Be sure to contact us if you’re currently using a third party credit card merchant.

Your integration options may be affected by the change in the way that credit card data is stored in Sage 100 ERP 2013.