CCTE/NEXTRADE360 HOW TO’S
PROCESS SALES ON THE CRESCENT CITY TRADE MOBILE APP
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- 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 MOBILE APP
MAKE A PURCHASE WITH YOUR VIRTUAL CARD
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- 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
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REVIEW YOUR ACCOUNT BALANCE & HISTORY
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- Login to the CCTE App
- Select Card, Account & Assistance
- Click the “Balance” icon at the bottom of the screen
DEPOSIT CASH CREDIT
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- 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
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- Login to the CCTE App
- Select Card, Account & Assistance
- Click the “Preferences” icon at the bottom of the screen
GET HELP
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- 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
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Google Play
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Apple App Store
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PROCESS A POS SALE
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- 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
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- Create a Login-contact the CCTE office to set up your users
- Download the Nextrade POS APP to process Sales
- 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: - 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 - Review the History tab on POS Sale App to review daily sales