How To (New)

CCTE/NEXTRADE360 HOW TO’S

DOWNLOAD THE CCTE/NEXTRADE360 APP

android-app-link
ios-app-link
app-store
g-paly

PROCESS SALES ON THE CCTE APP

  • Login to the CCTE App
  • Select Process Sale
  • Enter the Buyer’s Account Number or scan the barcode on the member’s virtual card.
  • Enter the CCTE amount,
  • Description: (optional)
  • Cash Amount-gratuity (tips, shipping, if  applicable)
  • Submit the transaction

MAKING A PURCHASE WITH THE CCTE APP

MAKE A PURCHASE WITH YOUR VIRTUAL CARD

  • Login to the CCTE App
  • Select Card, Account & Assistance
  • Click the Card icon on the bottom bar
  • Present your virtual card to the vendor to scan your barcode

SCAN SELLER’S QR CODE OR ENTER SELLER’S ACCOUNT NUMBER

  • Login to the CCTE App
  • Select Pay Member
  • Enter the Seller’s account number or scan Seller’s QR Code
  • Enter the CCTE amount
  • Description-if applicable
  • Cash Amount – gratuity (tips, shipping, if applicable)
  • Submit the Transaction

REVIEW YOUR  ACCOUNT BALANCE & HISTORY

  • Login to the CCTE App
  • Select Card, Account & Assistance
  • Click the “Balance” icon at the bottom of the screen

DEPOSIT CASH CREDIT

  • Login to the CCTE App
  • Select Card, Account & Assistance
  • Click the “Balance” icon at the bottom of the screen
  • Click DEPOSIT CASH CREDIT
  • Enter your payment information and click “Register”

CHOOSE YOUR NOTIFICATION PREFERENCES

  • Login to the CCTE App
  • Select Card, Account & Assistance
  • Click the “Preferences” icon at the bottom of the screen

GET HELP

  • Login to the CCTE App
  • Select Card, Account & Assistance
  • Click the “Assistance” icon at the bottom of the screen

PROCESSING POS SALES

download the POS Authorization Sale App

Google Play

authorization-app-google

Apple App Store

authorization-app-apple

PROCESS A POS SALE

  • Open POS App
  • Fill out transaction information
  • Hit Process
  • Your recent transaction history will pop up. It should be the first transaction listed.

PROCESS CCTE SALES WITH LIMITED EMPLOYEE ACCESS ON PHONES OR TABLETS

  1. Create a Login-contact the CCTE office to set up your users
  2. Download the Nextrade POS APP to process Sales
  3. Log in on Nextrade/CCTE POS Sale App
    • Select your Exchange from the drop-down
    • Enter your user email and password
    • Select the BACK (Photo) Camera you will be using to scan member cards:
  4. Process a Sale
    • Enter the Buyer’s account number manually or scan the barcode on their virtual card.
    • Enter the total amount including tax, then gratuity and description (if applicable)
    • Process Transaction
  5. Review the History tab on POS Sale App to review daily sales