Purchase Correction or Void AEROPLAN TRANSACTIONS...20

Transcription

1 Contents ABOUT THIS GUIDE...1 PROCESSING TRANSACTIONS...3 CREDIT CARD TRANSACTIONS - SWIPE/INSERT/TAP... 3 CREDIT CARD TRANSACTIONS - MANUAL ENTRY ON PIN PAD... 6 CREDIT CARD TRANSACTIONS - MANUAL ENTRY IN POS... 9 DEBIT CARD TRANSACTIONS...12 SAF TRANSACTIONS (FORCE A FAILED AUTH ATTEMPT)...14 RETURN/CREDIT TRANSACTIONS...17 Purchase Correction or Void AEROPLAN TRANSACTIONS...20 Note Initialize the PIN Pad Add Aeroplan Points via Menu Aeroplan Balance Inquiry Deduct Aeroplan Points via Menu Void an Aeroplan Transaction Add Aeroplan Points via Sale Deduct Aeroplan Points via Credit Sale ERNEX GIFT CARD TRANSACTIONS...23 Activate a Gift Card Gift Card Balance Inquiry Add Gift Card Funds Gift Card Redemption Gift Card Void (Activation or Add Funds) PRIVATE LABEL CARD (HOME CREDIT CARD)...25 Purchase (default terms) Purchase correction Payment on account Return (default terms) Return correction AEROPLAN PROMOTION CODES...28 Purchase (other terms) ** Special setup required Return (other terms) HOW TO DO A BATCH SETTLE OR INQUIRY...29 To View the report Revised: October 23, 2014 Eagle POS Credit Auth Transactions i

2 ii Eagle POS Credit Auth Transactions Revised: October 23, 2014

3 About this Guide This document uses the following typographical conventions: Courier New Any time you interact with the physical keyboard or type information into a text box that information appears in the Courier New text style. This text style is also used for file names or file paths listed in the text. Examples: Look in C:\Program Files\Wavelink\Avalanche. Press CTRL+ALT+DELETE. Bold Any time this guide refers to an option, such as descriptions of different options in a dialog box, that option appears in the Bold text style. This is also used for tab names and menu items. Example: Click File Open. Italics Any time this guide refers to the titles of dialog boxes the reference appears in the Italics text style. Example: The Infrastructure Profiles dialog box appears. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 1

4 Notes: 2 Eagle POS Credit Auth Transactions Revised: October 23, 2014

5 Processing Transactions Credit Card Transactions - Swipe/Insert/Tap 1. Enter the SKU number and press J. 2. Enter the Quantity and press J. If the SKU has a price, it will post automatically otherwise enter the price. 3. Press the + key on the number keypad to total the transaction. If the following Aeroplan Miles prompt appears click Yes to add Aeroplan points to this transaction or No if no Aeroplan is to be applied. 4. The Total Due windows appears. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 3

6 5. Press T twice to the bankcard field and press J. The Select a Card Type window appears. Press b to highlight All Credit Cards. 6. Press J or click OK to begin the authorization process on the PIN Pad. 7. If approved, the screen appears as follows. 8. Press J or click OK to use a Signature pad to complete signature process if used or click Cancel if not used. 4 Eagle POS Credit Auth Transactions Revised: October 23, 2014

7 9. The receipt prints to complete the sale. Epicor Software Corp. 804 Las Cimas Parkway Austin, TX TYPE: PURCHASE ACCT: VISA $ CARD NUMBER: ***************3337 DATE/TIME: 14/08/21 08:00:11 REFERENCE #: C AUTHOR. #: INVOICE NUMBER: C79098 CREDITO DE VISA A F800 01/027 APPROVED - THANK YOU X SIGNATURE CARDHOLDER WILL PAY CARD ISSUER ABOVE AMOUNT PURSUANT TO CARDHOLDER AGREEMENT ====>> JRNL# C79098 <<==== CUST # *1 Merchant Copy Revised: October 23, 2014 Eagle POS Credit Auth Transactions 5

8 Credit Card Transactions - Manual Entry on PIN Pad 1. Enter the SKU number and press J. 2. Enter the Quantity and press J. If the SKU has a price, it will post automatically otherwise enter the price. 3. Press the + key on the number keypad to total the transaction. If the following Aeroplan Miles prompt appears click Yes to add Aeroplan points to this transaction or No if no Aeroplan is to be applied. 4. The Total Due windows appears. 5. Press T twice to the bankcard field and press J. The Select a Card Type window appears. Press b to highlight Manual Card Entry by Customer. 6 Eagle POS Credit Auth Transactions Revised: October 23, 2014

9 6. Press J or click OK to begin the authorization process on the PIN Pad. 7. Enter the card number and expiry date on the PIN Pad. 8. If approved, the screen appears as follows. 9. Press J or click OK to use a Signature pad to complete signature process if used or click Cancel if not used. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 7

10 10. The receipt prints to complete the sale. Epicor Software Corp. 804 Las Cimas Parkway Austin, TX TYPE: PURCHASE ACCT: VISA $ CARD NUMBER: ************2003 DATE/TIME: 14/08/21 08:33:59 REFERENCE #: M AUTHOR. #: INVOICE NUMBER: C /027 APPROVED - THANK YOU Bank card Name : X CARDHOLDER WILL PAY CARD ISSUER ABOVE AMOUNT PURSUANT TO CARDHOLDER AGREEMENT Acct: CASH CUSTOMER 5401 *Receipt required for loading* Receipt required for all returns Customer Copy 8 Eagle POS Credit Auth Transactions Revised: October 23, 2014

11 Credit Card Transactions - Manual Entry in POS 1. Enter the SKU number and press J. 2. Enter the Quantity and press J. 3. Press the + key on the number keypad to total the transaction. If the following Aeroplan Miles prompt appears click Yes to add Aeroplan points to this transaction or No if no Aeroplan is to be applied. 4. The Total Due windows appears. 5. Press T twice to the bankcard field and press J. The Select a Card Type window appears. Press b to highlight Manual Card Entry by Clerk. 6. Press J or click OK. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 9

12 7. The Total Due window reappears to allow manual entry of the card number. 8. Enter the card number and press J. The Pay by Bankcard window appears. 9. Enter the Expiry Month and Year and press J or click OK. 10. The authorization process begins on the PIN Pad. 10 Eagle POS Credit Auth Transactions Revised: October 23, 2014

13 11. If approved, the screen appears as follows. 12. Press J or click OK to use a Signature pad to complete signature process if used or click Cancel if not used. 13. The Receipt prints to complete the sale. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 11

14 Debit Card Transactions 1. Enter the SKU number and press J. 2. Enter the Quantity and press J. 3. Press the + key on the number keypad to total the transaction. If the following Aeroplan Miles prompt appears click Yes to add Aeroplan points to this transaction or No if no Aeroplan is to be applied. 4. The Total Due windows appears. 5. Press T twice to the bankcard field and press J. The Select a Card Type window appears with Debit Card (with PIN) highlighted. 6. Press J or click OK to begin the authorization process on PIN Pad. 12 Eagle POS Credit Auth Transactions Revised: October 23, 2014

15 7. If approved, the Purchase will complete and print a Receipt. A Customer and Merchant copy will print Epicor Software Corp. 804 Las Cimas Parkway Austin, TX TYPE: PURCHASE ACCT: CHEQUING $ Card Type: Interac CARD NUMBER: ************1933 DATE/TIME: 14/08/21 09:19:14 REFERENCE #: C AUTHOR. #: INVOICE NUMBER: C79101 Interac A VERIFIED BY PIN 00/001 APPROVED - THANK YOU CLIENT *1 Customer Copy *Receipt required for loading* Receipt required for all returns Revised: October 23, 2014 Eagle POS Credit Auth Transactions 13

16 SAF Transactions (force a failed auth attempt) 1. Enter the SKU number and press J. 2. Enter the Quantity and press J. If the SKU has a price, it will post automatically otherwise enter the price. 3. Press the + key on the number keypad to total the transaction. If the following Aeroplan Miles prompt appears click Yes to add Aeroplan points to this transaction or No if no Aeroplan is to be applied. 4. The Total Due windows appears. 5. Press T twice to the bankcard field and press J. The menu appears as follows. 6. Press J or click OK. 7. The Transaction should Decline and display this dialogue. Press OK Note: the card number is retained on failures. 14 Eagle POS Credit Auth Transactions Revised: October 23, 2014

17 8. Press J to create the SAF transaction. to clear the card number (does not create SAF transaction). 9. Enter the Authorization Code supplied by the processor and click OK. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 15

18 10. If approved, the following screen appears. 11. Use the attached Signature pad to complete signature process. 12. The Receipt prints to complete the sale. Epicor Software Corp. 804 Las Cimas Parkway Austin, TX PHONE: (514) /21/14 3:55PM CLERK 104 PURCHASE TYPE: PRE-AUTHORIZATION ADVICE ACCT: MASTERCARD $ CARD NUMBER: ************0373 DATE/TIME : 10/02/08 18:53:50 REFERENCE #: M AUTHOR. # : /027 APPROVED - THANK YOU X CUSTOMER SIGNATURE I agree to pay above total amount according to card issuer agreement (merchant agreement if credit voucher) ====>> JRNL# E98872 <<==== CUST # *1 Merchant Copy 16 Eagle POS Credit Auth Transactions Revised: October 23, 2014

19 Return/Credit Transactions A credit transaction is almost the exact same process as a purchase to a Credit or Debit card but you must first change the transaction from Purchase/Sale to a Credit. 1. Before posting any SKU s, select the Credit KPad * option from the toolbar. 2. POS will then ask you to verify the customer number, just press Enter 3. Follow the same process you did to complete a normal purchase. Eagle POS supports Returns Validation where it makes you select the prior purchase that the return is being issued against. A simple dialogue will appear asking you to select the transaction where the SKU was sold. Please do so if you would like this feature disabled, please contact me for Activant for further instructions. Purchase Correction or Void. A Purchase correction or Void can only be done on the same day the Purchase was completed. We implemented this functionality through our transaction reversal process. A transaction reversal is available from the POS menu and allows you to recall a previous transaction to reverse it. You must have the original receipt from the purchase you wish to reverse so the purchase correction can be completed. 1. From the Main POS posting screen, select Menu or - on the keypad 2. Select R to reverse transaction Revised: October 23, 2014 Eagle POS Credit Auth Transactions 17

20 3. Enter the Journal number from the bottom of the receipt you wish to reverse. ====>> JRNL# E98873 <<==== 4. The original transactions details are posted. 5. Press the + key on the number keypad to total the transaction. 6. Enter a generic name and phone number 7. The following dialogue appears. 8. Click YES to request the purchase correction. a) If this is a credit card correction, it will automatically begin the authorization process. b) If this is a Debit card correction, the PIN Pad will prompt you to re-swipe the card. 9. If approved, the signature window will reappear. Sign and accept the return. 18 Eagle POS Credit Auth Transactions Revised: October 23, 2014

21 10. The receipt prints as follows. Epicor Software Corp. 804 Las Cimas Parkway Austin, TX PHONE: (514) /21/14 4:43PM CLERK 104 PURCHASE TYPE: PURCHASE CORRECTION ACCT: MASTERCARD $ CARD NUMBER: ************0373 DATE/TIME : 10/02/08 19:42:30 REFERENCE #: S AUTHOR. # : /027 APPROVED - THANK YOU X CUSTOMER SIGNATURE I agree to pay above total amount according to card issuer agreement (merchant agreement if credit voucher) ====>> JRNL# E98874 <<==== CUST # *1 Merchant Copy Revised: October 23, 2014 Eagle POS Credit Auth Transactions 19

22 Aeroplan Transactions Note Eagle has integrated Aeroplan as a Loyalty program. It prompts the cashier at the beginning and/or end of every transaction. The following Aeroplan Miles prompt appears. Click Yes to add Aeroplan points to the transaction or No if no Aeroplan is to be applied. If the prompt is answered Yes the cashier is automatically prompted at the end of the transaction to swipe the Aeroplan card or manually enter the Aeroplan number. Initialize the PIN Pad (This needs to only be completed ONCE after setup or if any changes are made to configuration) 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press A Initialize PIN Pad. The PIN Pad will begin the initialization process after a few moments. This process also downloads the ERNEX and PL card information if MCM if configured for it. Add Aeroplan Points via Menu 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 7 Aeroplan Add Points. 4. Enter the Sale Amount. 5. Enter the Aeroplan Number manually, scan the barcode on the card, or leave blank to use PIN Pad. If no Sale Document # exists, you must enter a value in this field. 6. Tab to the Code field and enter a Promotion code (if applicable). 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify the transaction details on printed receipt. 20 Eagle POS Credit Auth Transactions Revised: October 23, 2014

23 Aeroplan Balance Inquiry Not currently supported for Aeroplan. Deduct Aeroplan Points via Menu 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 9 Aeroplan Deduct Points. 4. Enter the Refund Amount. 5. Enter the Aeroplan Number manually, scan the barcode on the card, or leave blank to use PIN Pad. If no Sale Document # exists, you must enter a value in this field. 6. Tab to the Code field and enter a Promotion code (if applicable). 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify the transaction details on printed receipt. Void an Aeroplan Transaction 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press B Aeroplan Void Points. 4. Enter the Void Amount. 5. Enter the Aeroplan Number manually, scan the barcode on the card, or leave blank to use PIN Pad. If no Sale Document # exists, you must enter a value in this field. 6. Tab to the Code field and enter a Promotion code (if applicable). 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify the transaction details on printed receipt. Add Aeroplan Points via Sale 1. Post a SKU and enter the qty (and price if required). 2. Press the + key on the number keypad to total the transaction. 3. Answer Yes to the Aeroplan prompt. 4. Select any form of tender and complete the sale with the selected payment option. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 21

24 5. Enter the Aeroplan Number manually, scan the barcode on the card, or leave blank to use PIN Pad. 6. Enter a Promo Code and Promo Qty if desired. 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify transaction details on printed receipt. Deduct Aeroplan Points via Credit Sale 1. From the main POS posting screen click the Credit button in the main menu bar. 2. Post a SKU and enter the qty (and price if required). 3. Answer Yes to the Aeroplan prompt. 4. Select any form of tender and complete the sale with the selected payment option. 5. Enter the Aeroplan Number manually, scan the barcode on the card, or leave blank to use PIN Pad. 6. Enter a Promo Code and Promo Qty if desired. 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify transaction details on printed receipt. 22 Eagle POS Credit Auth Transactions Revised: October 23, 2014

25 ERNEX Gift Card Transactions Activate a Gift Card 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 1 Activate Gift Card. 4. Enter the Gift Card Amount. 5. Enter the Gift Card Number manually or leave blank to use PIN Pad. 6. Enter the CVC Code. 7. Select Gift Card (Not In-Store). 8. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 9. Verify transaction details on printed receipt. Gift Card Balance Inquiry 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 2 Check Balance. 4. Enter the Gift Card Number manually or leave blank to use PIN Pad. 5. Select Ernex Gift Card (Not In-Store). 6. Enter the CVC Code in the Card Value Code field. 7. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 8. Verify transaction details on printed receipt. Add Gift Card Funds 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 3 Add Funds. 4. Enter the Add Funds Amount. 5. Enter the Gift Card Number manually or leave blank to use PIN Pad. 6. Enter the CVC Code. 7. Select Gift Card (Not In-Store). 8. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 9. Verify transaction details on printed receipt. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 23

26 Gift Card Redemption 1. Post a SKU and enter the qty (and price if required). 2. Press the + key on the number keypad to total the transaction. 3. Select Bankcard. 4. Select Ernex Gift Card as Card Type. 5. Enter the CVC Code in the Card Value Code field. 6. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 7. Verify transaction details on printed receipt. Gift Card Void (Activation or Add Funds) 1. From the main POS posting screen click the Menu button in the main menu bar. 2. Press F Gift Card Menu. 3. Press 4 Void Activation or 6 Void Add Funds. 4. Enter the Gift Card Amount. 5. Enter the Gift Card Number manually or leave blank to use PIN Pad. 6. Enter the CVC Code. 7. Select Gift Card (Not In-Store). 8. Click OK. The PIN Pad prompts to swipe the Card if Number field was left blank. 9. Verify transaction details on printed receipt. 24 Eagle POS Credit Auth Transactions Revised: October 23, 2014

27 Private Label card (Home Credit Card) All of the Promotion Codes transmitted with each transaction type are setup through the back office. I have setup a default code of 9999 but that can be overwritten by posting an additional SKU to any Purchase or Return or setup predefined purchase amounts to automatically send the appropriate promotion code. Default Promotion code = 9999 Level 1 Promotion code = 1147 Level 2 Promotion code = 1016 Level 3 promotion code = 8888 Example of totals menu with all card type included. Purchase (default terms) 1. From the main POS posting screen 2. Post any SKU(s) 3. Total (keyboard +) 4. Tab twice to bankcard field 5. Press Enter or specify other amount 6. Select Private label card from menu 7. Swipe card on PIN Pad 8. If approved, POS will display signature Window 9. Select OK, after receiving signature from pad 10. Sale should complete and receipt will print Revised: October 23, 2014 Eagle POS Credit Auth Transactions 25

28 Purchase correction 1. From the main POS posting screen 2. Select menu (keypad -) then R 3. Enter transaction # from bottom of receipt (I.e. A12345) 4. *Transaction will be displayed 5. Total (keyboard +) 6. Enter anything in cash customer dialogue (if displayed) and OK 7. Answer YES to Reverse Amount dialogue 8. If approved, POS will display signature Window 9. Select OK, after receiving signature from pad 10. Sale should complete and receipt will print Payment on account 1. From the main POS posting screen 2. Select menu (keypad -) then 9 3. Select Option 1 ROA/PLC 4. Answer YES to ROA against a Private Label Card. 5. Enter Amount of Payment 6. Enter Payment method (use Cash) 7. Enter PLC account # manually or press enter for PIN Pad swipe. 8. Transaction should complete and receipt will print Return (default terms) 1. From the main POS posting screen 2. Press Credit or * from the keypad 3. Press ENTER to verify customer name 4. Post any SKU(s) and Price 5. Total (keyboard +) 6. Tab twice to bankcard field 7. Press Enter or specify other amount 8. Select Private label card from menu 9. Swipe card on PIN Pad 10. If approved, POS will display signature Window 11. Select OK, after receiving signature from pad 26 Eagle POS Credit Auth Transactions Revised: October 23, 2014

29 12. Sale should complete and receipt will print Return correction 1. From the main POS posting screen 2. Select menu (keypad -) then R 3. Enter transaction # from bottom of receipt (I.e. A12345) 4. *Transaction will be displayed 5. Total (keyboard +) 6. Enter anything in cash customer dialogue (if displayed) and OK 7. Answer YES to Reverse Amount dialogue 8. If approved, POS will display signature Window 9. Select OK, after receiving signature from pad 10. Sale should complete and receipt will print Revised: October 23, 2014 Eagle POS Credit Auth Transactions 27

30 Aeroplan Promotion Codes All promotion (finance terms) codes are assigned through the back office options. Other finance codes can be automatically assigned based on purchase price or by SKU assignment at POS. The following procedures are based on using the SKU assignment method. Purchase (other terms) ** Special setup required 1. From the main POS posting screen 2. Post any SKU(s) 3. Post SKU LEVEL1, LEVEL2, or LEVEL3 a. by posting additional SKU, terms of sale will be upgraded based on SKU posted. (see above chart) 4. Total (keyboard +) 5. Tab twice to bankcard field 6. Press Enter or specify other amount 7. Select Private label card from menu 8. Swipe card on PIN Pad 9. If approved, POS will display signature Window 10. Select OK, after receiving signature from pad 11. Sale should complete and receipt will print Return (other terms) 1. From the main POS posting screen 2. Press Credit or * from the keypad 3. Press ENTER to verify customer name 4. Post any SKU(s) and Price 5. Post SKU LEVEL1, LEVEL2, or LEVEL3 with price of.001 a. by posting additional SKU, terms of sale will be upgraded based on SKU posted. (see above chart) 6. Total (keyboard +) 7. Tab twice to bankcard field 8. Press Enter or specify other amount 9. Select Private label card from menu 10. Swipe card on PIN Pad 11. If approved, POS will display signature Window 12. Select OK, after receiving signature from pad 13. Sale should complete and receipt will print 28 Eagle POS Credit Auth Transactions Revised: October 23, 2014

31 How to do a Batch Settle or Inquiry 1. At the Eagle Launch bar, type TRSTL and press J. 2. Select Q for Query or S to settle for the option, then enter the Terminal # you with to settle, 3 to initiate the request. (E to exit) To View the report 1. At the Eagle Launch bar, type MSP and press J. 2. Find TRSTL in the list and press Display. Revised: October 23, 2014 Eagle POS Credit Auth Transactions 29

32 3. The report details will now be displayed to the screen. 30 Eagle POS Credit Auth Transactions Revised: October 23, 2014