SellWise User Group. Thursday, September 24, Presenters

Transcription

1 SellWise User Group Thursday, September 24, 2015 Presenters Will Atkinson, President CAP/Sellwise Corey Huck, MercuryPay Mike Watkins, Member Care & Shared Services

2 Slides and recording posted on scouting.org/financeimpact Look on the Council Fiscal Management Tab, then look at the bottom left for Sellwise Support/User Group link

3 Chat Window 1. Look for horizontal bars at top right of your screen 2. Click on the bars and a chat window opens 3. Type in your question and hit enter to send

4 Customer Service Initiative Constantly trying to improve the customer experience BRIEF customer satisfaction survey link on every closed ticket Average score in 2015 is 3.3 out of 4 Tell us how we re doing! We re LISTENING and we CARE

5 Customer Service Initiative Dear BSA User, Thank you for contracting CAP Sellwise Support. The detailed ticket from your call is attached. If your issue is not completely resolved, please let us know. If you need further assistance, please reply or call for support. If the follow-up is already scheduled, then please standby for further contact from CAP. Please click the survey link below to rate this interaction and to help us continually improve our support services. Sincerely, Cap Technical Support

6 DID YOU KNOW???? Sales Code lockouts are the #1 support call placed to CAP/Sellwise by councils. We recommend that you have at least one backup Manager sales code, or have two staff members with Manager permissions, including full Sales Code and Security permissions. Maintain a spare Manager code that isn t used regularly so you can login using that one if you do get locked out as a manager. Remember! The system will automatically unlock your sales code 30 minutes after it is locked due to unsuccessful login attempts. Also, delete employees upon departure or termination.

7 Entering a GL Account Number at the Point of Sale

8 Enter GL account no dashes 1. Consider having a printed chart of accounts by the POS station so the sales clerk can verify the number before ringing. 2. Ask the accounting specialist to provide a valid Sellwise Miscellaneous account number to use as a last resort. When accounting sees a balance in that account they know to look for something that needs to be moved into a different account.

9 Hot Keys for New Items Hot Keys can be added or edited manually The configuration manual has simple instructions for setting up Hot Keys has all training manuals Instructions to download. Click the following link and unzip the files: 1. CAP SellWise User Guides and Manuals Download 2. Training Docs folder 3. CAP Configuration.pdf The Hot Keys section is listed in the Contents, along with other useful sections

10 UPDATING VX805 EMV FUNCTIONALITY October 1 st is the target deadline Councils should plan to order and receive their VX805s ASAP. DO NOT BUY FROM ANY OTHER VENDOR AS THEY WILL NOT BE CONFIGURED TO WORK WITH SELLWISE AND WILL HAVE TO BE RETURNED! Call or bsaorders@capretail.com to order As soon as the Mercury EMV integration is complete, CAP will begin scheduling updates directly with councils. Councils will be contacted in the order in which they purchased VX805 devices

11 Class Action Lawsuit What is the Payment Card Interchange Fee Settlement? As the credit card industry is constantly evolving, Mercury makes it a priority to keep our customers informed and ahead of important deadlines. In December 2013, a Class Settlement was approved among merchants, Visa,MasterCard and other defendants in a class-action lawsuit. The lawsuit claims that merchants paid excessive fees for accepting Visa and MasterCard between the dates of January 1, 2004, and November 28, This settlement offers over $5 billion to compensate eligible businesses and organizations.

12 Class Action Lawsuit How do I file a claim and collect my settlement? Mercury has partnered with MCAG, a class action settlement expert, to give you access to MCAG s services to help streamline the filing process and secure your settlement with no upfront cost to you. While you may submit a claim on your own, the process to file this claim can be complicated and time consuming.

13 Class Action Lawsuit You can enroll your business/organization in this service by completing an online Enrollment Form that can be accessed through MCAG s website by visiting and enter the access code MERC10. For questions regarding the MCAG opt-in process, please contact MCAG at As part of the services related to the Payment Card Interchange Fee Settlement, Mercury will assist in gathering all relevant business and payment information that is present in our systems. MCAG will use this data along with any information made available by the Settlement Administrator and other available sources to compile your interchange fee history in as complete a manner as possible, to help maximize your return. This Settlement Recovery service is a comprehensive solution and is offered here on a percentage of recoveries (30%), with no up-front fees.