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Virtual Terminal creating new products

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  • Virtual Terminal creating new products

    Can someone explain why/how Virtual Terminal creates new products when a transaction is processed? Is this a setting I can change somewhere? I would like to ensure our staff are only ever selecting existing products when entering the Payment For field with the correct SKU. I'm not sure how, but occasionally new products are created and then become a new product that staff wind up selecting accidentally. I'd like to avoid that if possible. I tried changing the settings in the Listing/Lookup Options in C&P Settings under Virtual Terminal in our Partial sandbox to see if that would help, but saw no difference when processing a transaction.

  • #2
    Good day @[email protected]

    Would you please grant us login access to your Salesforce instance and share the order number of the transaction processed as a new product so that we can review it?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      I have granted login access. The product (Family Membership 1 year, SKU Mem-Fam-1yr Mem-Fam-1yr 1 75.00 https://outdoors.lightning.force.com...05iSJ1QAM/view) was created on 9/30/19 but I do not know which opportunity originally created it. I have cleaned up opportunities created that day so they no longer have the new product but instead the correct product and SKU. I more so just want to understand why it functions this way and how to avoid it.

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      • #4
        We just reviewed and noticed that there are NO "Default Items" added to the Virtual Terminal under C&P Settings. To avoid that, we suggest you add all the Item/products to the Virtual Terminal under C&P Settings and defined the SKU, Price...etc. and set it to "Lookup: default items are the only allowed items to be added as picklist" so that the user can select only listed items you have defined under default items.

        Click image for larger version

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        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Thank you this is helpful!

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