How to Setup Online Leave Management - DOC

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					Changing the face of payment




                     On the Spot
                  Demo Setup Overview
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  VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
   human or computer language, transmitted in any form or by any means, without the prior written consent of
                                                 VeriFone Inc.
                                      On the Spot
                     Payment at the point of service

OVERVIEW
VeriFone‟s „On the Spot‟ solution provides hospitality merchants with a highly configurable and
flexible framework to enable fast, innovative payment at the point of service. Along with
VeriFone‟s industry-leading wireless devices it also provides a complete solution to allow cost-
effective, secure PIN debit transactions. OTS consists of both a new consumer-facing payment
user interface (ServPOS Managed) as well as integration into VeriFone‟s Managed Services
portal (see graphic below).




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
The ServPOS UI prompting sequence simplifies the payment process for consumers as well
as hospitality servers.      By design, the ease of use allows merchants to leave the payment
device at the table and enable consumers to complete the transaction. For Reporting/Admin
functions, a separate terminal application provides merchants with centralized reporting (see
report list below), in the event a PC is not available for online reporting, and management
features to administer their terminals connection to the portal and application specific
parameters. Password protection is provided in both the ServPOS payment application as well
as the Reports/Admin application to prevent unauthorized access.


    Terminal Reports
        Batch Settlement Details
        Batch Settlement Summary
        Batch Settlement Exception
        Discounted Tip
        IP Charge Config
        IRS Tip Report
        Server Details
        Server Totals
        Tab Report
        Unadjusted Tip



The VeriFone Managed Services Portal provides merchants with transaction consolidation,
reporting, and terminal management through one portal console. All settlement occurs from
the portal, not each individual device. This enables the merchant to pre-define an End of Day
Settlement time so that all batches will be settled automatically without user intervention. In
addition, merchants can enable/disable terminals and adjust receipt headers/footers from the
portal interface.


For resellers, the VeriFone Managed Services Portal offers consolidation of sub-resellers,
merchants, and terminals for reporting and management through one portal console.
Merchant accounts and terminals can be associated with the gateway though a few clicks of
the mouse. Reporting features allow resellers to capture up-to-date status information (# of
merchants, associated terminals, etc.) on their install base.


The remaining sections of this document will walk users through the set up process for the
online interface as well as deployment of the terminals.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
Reseller Console
1) Log onto Managed Services (https://demo.ipcharge.com/vmsportal/rc/ (or your company‟s
    co-branded URL) as shown in Figure 2) with the credentials listed below (case sensitive).
    Note: portal will log out after approximately 30 minutes of inactivity.
         Reseller ID       : as provided
         User ID           : as provided
         Password          : as provided




2) To set up/manage a sub-reseller, click on the Reseller menu link. Please note that for this
    demo only, Total Merchant Services is set up as a sub-reseller. Since sub-resellers can
    not set up other sub-resellers, this functionality will be limited for the Total Merchant
    Services demo.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
3) As a reseller, or sub-reseller, you can set up and manage merchant locations on the
    portal.   To set up/manage click the Merchants menu link and then Merchant as noted
    below.     Note that email notification of merchant set up will automatically be sent to
    address provided. For demo/testing purposes, use your email ID.




4) To assign terminals to the merchant and add them to the portal, click POS Device Maint
    from the Account Admin menu.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
5) Select correct Merchant from drop down and then click on the New link to add a terminal
    to the portal, as shown below.




6) This will take you to a form where you can enter in the terminal specific information.
    Please note that all serial numbers should be added without spacing, dashes, or decimals
    in between characters. The Device Key is established and associated to the terminal for
    security purposes.       This enables the terminal to access and transact with the portal.

    To change receipt header, highlight enter in new header for receipt in location provided.
    Note: an admin task must be completed through REPORTS/ADMIN application listed on
    VMAC frontend menu. See step 7 for more details.


   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
7) Once updates are saved, you must run an admin action on the terminal to update the
    application.     To accomplish this, press * if you are in an application and choose
    REPORTS/ADMIN from the VMAC frontend menu screen. When Reports/Admin application
    loads and main menu appears, hit green enter key. On next menu, choose Admin. When
    requested password, enter system mode password (1 alpha alpha 66831). Admin packet
    will be delivered to portal for to request app update.                      Once complete, you will
    automatically return to the Reports/Admin menu. Hit * to return to VMAC menu and then
    choose Payment for ServPOS application.


    See ServPOS Managed Interface section below for more details on the terminal
    application.



8) To update an existing terminal, select appropriate merchant from drop down, highlight the
    terminal from the database area, and then click on the Details link.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
9) The Edit POS Device screen will provide the same opportunities for adjustment as when
    setting up a terminal for the first time.         Note that if Device Key is manipulated for any
    reason, it will not appear on the POS Device Maintenance database until successful Admin
    task is completed from the terminal.             In order to do this, one must go to the same
    Reports/Admin menu as described in Step 7. Choose Key Mgmt from the menu and use
    same password. When requested, click OK to “Clear Key?”. Then complete an Admin task
    as described in Step 7.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
10) Merchant Summary/Detail/Usage reports are available from the Reports menu. This will
    provide the reseller with minute by minute information on merchant activity.




Merchant Console

Once the merchant and terminals are set up appropriately through the Reseller Console, go to
https://demo.ipcharge.com/vmportal/mc/ (or your company‟s co-branded URL) to review
transaction status and reports available to merchants.


Merchants have the same level of terminal configuration as resellers. This enables them to
monitor and deactivate any terminals that may leave the premises.


Upon production release, the Help area will provide access to not only VeriFone Managed
Services Portal help files, but also Vx670 and ServPOS help documentation.


A test merchant account has been set up for your benefit. Please logon to URL noted above
with following credentials:


         Merchant ID       : As created upon setup
         User ID           : As created upon setup
         Password          : As created upon setup



   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
ServPOS Managed Interface
To complete a payment using the Vx670/ServPOS solution,
please follow the steps below:


    1. VMAC Menu
         The VMAC menu allows you to choose the
         application which you would like use.


         Press F1 („Payment‟) for ServPOS payment
         application. Continue to Step 2 for ServPOS
         directions.


         Press F2 („RPT/ADMIN‟) for all reporting and
         management features of the OTS Managed
         solution. Continue to Step 3 for directions.


    2. Payment (ServPOS)
             a. Main screen
                  The ServPOS main screen allows for
                  customer branded logos. This is an option
                  that they can choose during product
                  deployment.


                  To proceed, hit any key to enter Server #.


             b. Server login
                  Server (waiter/waitress) number is
                  manually entered for reporting purposes
                  through the VMS Portal. Any server number
                  will be appropriate.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
             c. Table Entry
                  Table number is manually entered for
                  reporting purposes through the VMS Portal.
                  Any table number will be appropriate.


             d. Ticket Entry
                  Ticket number is manually entered for
                  reporting purposes through the VMS Portal.
                  Any ticket number will be appropriate.


             e. $ Amount Entry
                  Manually enter the order amount reflective
                  of the order. This will be transferred and
                  stored at the portal for settlement purposes.


             f.   Customer Confirmation
                  At this point, the terminal is handed off to
                  the customer for payment completion.


                  Single Payment – Transaction completed for
                  total amount owed.


                  Split Payment – This option provides
                  consumer the ability to manually enter in
                  portion of the total for payment. UI will
                  continue to cycle until balance reaches
                  $0.00.


             g. Enter Tip Option
                  Multiple pre-suggested tip options are
                  available for consumer to choose from.
                  Other amount allows consumer to manually
                  enter by $ or %, or simply choose none.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.
             h. Confirm Total
                  Opportunity for consumer to review and
                  confirm total prior to payment transmission
                  for processing.


             i.   Receipt Print
                  Both Customer and Merchant receipt print
                  for consumer.




    3. Reports & Admin
         To access the Reports & Admin application from
         the VMAC menu, you may be required to enter in a
         password. Use 1 [Alpha] [Alpha] 66831.


         From the Report & Admin application, the
         merchant can execute:


            Voids
            Refunds                                                                                         Reports
                                                 More Options
            Tabs
            Batch Reviews                                                                                Reprint Receipt
                                                        Tip Adjust
            Manual Settlements
            Force
            Batch Auths
            Reprints
            Reports.




   CONFIDENTIAL INFORMATION: This document contains confidential information that is the property of
VeriFone. No part of this document may be copied, distributed, stored in a retrieval system, translated into any
 human or computer language, transmitted in any form or by any means, without the prior written consent of
                                               VeriFone Inc.

				
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