Media Configuration
Within Cinchio Back Office, Media represent payment options available in for transactions on the POS, via integrations, and via Cinchio ordering.
For reporting purposes, each Media must be allocated against a Media Type.
Creating Media
Creating Payment Media Via A POS System
If a new media/tender has been created within an integrated POS system, upon first being used in a transaction, once the transaction processes into Cinchio Back Office it will either:
- Merge against an existing media within Cinchio Back Office, if created in advance as covered below.
- Automatically create a brand new media, which will require assignment against a Media Type. (See Editing Media later.)
Creating Payment Media In Cinchio Back Office
To create a new payment media within Cinchio Back Office:
- Head to Company Settings > Payments > Media.
- Select [NEW MEDIA].
Within the New Media page, enter:
-
Media: Select an appropriate payment media from the list of default payment media available.
- If an appropriate payment is not available, select a payment media from those named through "NewMedia01" to "NewMedia12"; the name can be changed afterwards.
- Media Type: Select the Media Type that the payment media is assigned to.
- Customer Orders Enabled: Select this is the payment media is available to select when placing Customer Orders transactions.
- Proportional Refunds Enabled: If the selected Media Type is flagged as used for liabilities or charges, select this if the liability/charge should be automatically proportionally refunded in line with the product refund value
Select [SAVE MEDIA].
Editing Media
To edit an existing payment media:
- Head to Company Settings > Payments > Media.
- Locate the required payment media and select [EDIT].
Within the existing payment media, you can edit the following:
- Name: Enter the name of the payment media. [IMPORTANT: Do not edit the name of the payment media if the payment media is associated with a payment type on the POS system.]
- Media Type: Select the Media Type that the payment media is assigned to.
- Customer Orders Enabled: Select this is the payment media is available to select when placing Customer Orders transactions.
- Proportional Refunds Enabled: If the selected Media Type is flagged as used for liabilities or charges, select this if the liability/charge should be automatically proportionally refunded in line with the product refund value
Ensure that you select [SAVE MEDIA] to save any changes before leaving the payment media.
Searching Media
Access the Payment Media section via: Company Settings > Payments > Media.
All payment media are shown by default when accessing this section.
If required, you can filter the list to see specific payment media by using the following filters within the Search panel at the top of the section:
- Name: Search for media based on the name entered (or part of).
- Show Deleted: Search for media which have previously been marked as deleted.
- Media Type: Search for media assigned to the selected media type(s).
Select [SEARCH], and all payment media which meet your search criteria will be listed in name order.
The payment media list shows the following:
- Name: Displays the payment media name.
- Media Type: Displays the media type that the media is assigned to.
- Customer Orders: Displays whether the payment media is available as a payment type within back office customer orders.
By default 10 records will show per page. To access other pages, use the page selector in the bottom right corner of the list.
Deleting Media
Media Deletion
A payment media can be deleted if no longer required.
You can only delete a payment media if you have rights to do so. Click Here if you do not have rights to delete but believe you should.
To delete a payment media:
- Head to Company Settings > Payments > Media.
- Locate the required payment media and select [EDIT].
Within the payment media:
- Select [DELETE].
- Confirm the deletion.
The payment media is now marked as deleted.
Media Recovery
As this is a soft delete, the media can be recovered if required.
To do so, locate the media (ensuring that the Show Deleted search filter is set to "Yes") and access the media record again.
Select [UNDELETE] and confirm the recovery.
The media is now available again.