Ipad Pos User Guide

Transcript

iPad POS User Guide V 1.0 SEPT15 Contents Overview Till2Go Display 04 Bill2Go Display 04 Menu Tab Display 04 Sections and Menu Tabs 05 Quick User Guide Making a Sale 08 Creating an Invoice 08 Refunds 09 Reports 09 Troubleshooting and FAQs 10 Getting Started Thanks for downloading Smartpay’s Till2Go/Bill2Go simple point-of-sale and invoicing app. Till2Go was developed to be intuitive and user friendly, this guide will give you an overview of key areas and functionality. If you would like to take integrated EFTPOS payments using Till2Go and one of our D-Series mobile EFTPOS terminals, contact Smartpay Customer Service or Sales and we will be happy to talk through your options. When you open Till2Go for the first time you will be asked to select your country (of business) and fill out your contact details. Your details will only be used for the purpose of helping us improve our app and offering complementary Smartpay products or services. Smartpay does not provide your details to any outside parties. REQUIREMENTS Till2Go and Smartlink are compatible with iPad 2/Mini, iPhone and iPod Touch running iOS 7.0 or later. Screens are optimised for iPhone 5 and iPad Mini. To take card payments you will need internet access along with a Paymark Merchant Number and a compatible Smartlink Lite enabled Smartpay EFTPOS terminal. To take integrated EFTPOS payments you will also need to download Smartpay’s Smartlink app, and have a compatible EFTPOS terminal and an internet connection. See the chapter on Smartlink integrated EFTPOS payments for more details. If you wish to print physical POS receipts from Till2Go we support connection to the Star Micronics TSP143L Thermal Ethernet printer. These are available from Smartpay or through Star Micronics dealers. DISPLAYS Till2Go Display Merchant Payment Details Section Details Section Bill Section Products & Quantities Departments & Payments Section Section Bill2Go Display Merchant Details Section Invoice Section Customer Details Section Products & Departments Section Bill Section Merchant Banking Details Section Payment & Invoicing Section Menu Tab Display Settings, Reports & Merchant Setup Menus Swipe Right to View Swipe Left to Hide 4 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 SECTIONS AND MENU TABS On a tablet the app is displayed all on one screen. Swipe right to view the menu tabs. On a smartphone the app is seperated into three screens with a fixed header and footer area. You can swipe back and forth between the screens and swipe right in the header or footer areas to view the menu tabs. MERCHANT DETAILS Tap and hold on the default text in this section and pop-up boxes will appear that allow you to enter your Company name, Company address or contact details and GST (for NZ) / ABN (for AUS) number. You can also edit this information using the Merchant Setup menu tab. BILL The bill section displays all the items that have been added to the current sale along with their costs, quantities and totals. The app generates an automatic sequential “Tax Invoice” number for each new bill. Items are added by selecting them from the quick products and/or department buttons. Items can be deleted by tapping on the the icon. To delete the entire bill tap and hold down button. PRODUCTS AND DEPARTMENTS To start you will need to set up the Department buttons to assign sales to. Tap and hold on each button and pop-up boxes will appear that allow you to name your Departments. For Australian users you can set the GST option to off if the items for that Department are GST free. These Departments can be edited at any time by tapping on holding on the relevant button. Above the Department buttons are Quick Product Keys. These can be configured as one touch buttons for items that you sell regularly. Tap and hold on each button and pop-up boxes will appear that allow you to set an item name, a unit price and then assign to one of the Departments. These quick keys can be edited at any time by tapping on holding on the relevant button. For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 5 SECTIONS AND MENU TABS PAYMENT DETAILS This section of the screen will show you the current balance, amount tendered and change required for the current sale. The “Total” area is like a calculator screen that will display numbers and calculations entered on the quantities/payments section. QUANTITIES AND PAYMENTS This section has a numerical keypad similar to a basic calculator. You can perform basic calculations, add multiples of items and enter amounts for non-configured sales items and payment amounts. The buttons along the top are fixed numbers for quick entry. The button will clear the current calculation or tap and hold to clear the current bill. Use the button to delete numbers. The button allows the user to add a discount to the current bill. You can enter the discount as a set dollar value or you can calculate a percentage discount by entering the bill value and multiplying it by the percentage discount required followed by the button (e.g. 10% = 0.10). CASH and are tender buttons to take payment for the current bill. If you have this function set up - tapping the button will send the transaction request amount to a connected Smartpay EFTPOS terminal. CUSTOMER DETAILS Tap and hold on the default text in this section and a pop-up will appear allowing you to select a customer from your contacts list. If the customer is not in your contacts list then tap back on the bill screen and a pop-up box will allow you to add a new contact. Select YES and add details of the new contact. These will be added to your contacts list and will be available automatically for the next time you make a sale to this contact. The Customer Name field will be populated using either the First/Last name contact fields, or if you have entered a company name then it will automatically default to the company name. INVOICE DETAILS The current date and sequential invoice number are pre populated by the app. Tap and hold on the Invoice Reference default text to enter your own custom invoice reference. 6 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 SECTIONS AND MENU TABS MERCHANT BANKING DETAILS Tap and hold on the default text in this section and pop-up boxes will appear that allow you to enter/edit your bank accout details. These will be displayed on the customer invoice so that they can make a direct debit payment if applicable. PAYMENT AND INVOICING You can tender and record payment at the time of invoice creation using the or buttons. and are tender buttons will record payment for the current invoice. If you have this function set up - tapping the button will send the transaction request amount to a connected Smartpay EFTPOS terminal. To send the invoice for future payment select the or buttons. SETTINGS TAB The Settings tab in the side menu displays general app status: • App version number • Country selection • Mode (POS or Invoice) • POS printer connection The Settings tab also provides access to a basic Transaction Report and and last ten Transaction History, as well as Help/FAQ, POS/Invoice and Country mode swap, Printer Setup and administration functions like EFTPOS Receipt Reprint and Refunds. MERCHANT SETUP TAB Tap and hold on the default text in this section and pop-up boxes will appear that allow you to enter/edit the following details: • Company name • Company address or contact details • Company logo or image • Merchant bank account details • GST (for NZ) / ABN (for AUS) number • Ecommerce payment gateway details (Paystation/Smartgate) For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 7 QUICK USER GUIDE MAKING A SALE Once you have configured your Sales Departments and Product Quick Keys you are ready to start selling. • Select Quick Products or enter sales amount and assign to relevant Sales Department to add to bill • Add discount if required • Tap or button to tender sale for full amount • Till2Go allows split bill payments. • If using tender you can enter the amount received and Till2Go will calculate the change required. • If using tender you will need a compatible Smartpay EFTPOS terminal. The tender amount must be equal or less than the bill total. • If using tender and you have taken a signature EFTPOS payment, or you have the Smartlink app set to Email All Receipts, an automatic email will populate. Press Send to keep the Merchant copy of the transaction receipt. • Transaction result box will pop up and ask if you would like a (customer) receipt • Select NO to complete current sale and return to Till2Go for next sale. • Select YES and enter email address to email receipt to customer. • If you have a receipt printer attached you will be offered the choice to print or email the receipt. CREATING AN INVOICE The merchant and banking details in POS (Till2Go) and INVOICE (Bill2Go) mode will be the same. Product Quick Keys created in POS mode are also available for use in INVOICE mode. • Select Quick Products or tap and hold on line item details to enter Item name, description, quantity, unit cost and GST setting. • There are four options available to complete the invoice: • To take payment straight away select the or option and the total amount will either be recorded as a cash payment or sent to a connected EFTPOS terminal for card payment. • Select EMAIL to send a copy of the invoice to your customer including your bank account details to make payment on. If you have ecommerce facilities you can add a clickable link for them to access directly to make payment. • You will only be able to select PRINT if you have a compatable printer connected. Select YES and enter email address to email receipt to customer. • If you have a receipt printer attached you will be offered the choice to print or email the receipt. 8 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 QUICK USER GUIDE REFUNDS Refunds can be only be processed and recorded through the Till2Go POS. If you wish to refund card purchases you will need to have this function enabled by your Merchant Bank. To set to refund mode, swipe right in the header or footer area to view the Settings menu tab and tap on the word “Refund”. Enter the refund details in the same way you would for making a sale. You will notice when you are in refund mode the text in the bill area is red. Complete the sale using the or buttons. You will be prompted with a popup box to confirm you wish to refund the bill amount. Select “Yes” to continue or “No” to return to the bill. Once you have process the refund Till2Go will automatically return to sale mode. To exit refund mode without processing a refund, tap and hold on the the text in the bill area is black. button. Back in sale mode REPORTS The app has two basic report types available: • 1 Transaction Reports • 2 Transaction History There is no online or offline storage of your sales data, it is all recorded locally on the device running the app. If the app is lost or corrupted you will need to reinstall a fresh copy. If it is important to you that you have a permanent record of this data we recommend you upload and save your sales reports regularly on a daily or weekly basis. TRANSACTION REPORTS The Transaction Reports can show you sales details by department and quick key items for a specific day or date range. This report is able to be emailed and will send a .CSV file for easy input into Excel or other spreadsheet programs. TRANSACTION HISTORY The Transaction History Reports will display details of the last 10 transactions with the date, payment type and total amount. There is an option to email or reprint the POS receipt for these 10 transactions. For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 9 TROUBLESHOOTING AND FAQs These apps are free, provided free of charge and are downloaded and utilised at the users own risk. Please be aware Smartpay does not offer any Till2Go support services or data backup. We will do our best to assist users that call the Smartpay EFTPOS helpdesk but we do not guarantee to be able to solve or answer all enquiries. If the app experiences any serious problem such as crashes, freezes or no longer works for unknown reason the user’s data may be lost. For this reason, we recommend downloading the transaction report at the end of each day if you wish to save this data permanently. Smartpay does not accept any liability for any lost data or sales (see T&Cs). To continue using Till2Go you may need to delete and reload a new copy from the app store. If you have questions regarding technical information, complaints or requests for added functionality, please direct them to the Till2Go email below. The End User Licence Agreement (EULA) is available on the Smartpay website www.smartpay.co.nz/till2go For app feedback please go to www.smartpay.co.nz/support or email [email protected] 10 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 TROUBLESHOOTING AND FAQs To minimise any potential problems always ensure you are using Till2Go appropriately. • Make sure you are connected to a secure Wi-Fi network. We do not recommend you use Till2Go or take payments using Smartlink over an open or public Wi-Fi network. • Do not interrupt Till2Go (or Smartlink) while a card transaction is being sent or processed. Doing things such as answering a phone call, pressing the Home button or using another app will interrupt the payment communication process, and can cause the transaction to fail. • Make sure you are following the terms and conditions of your Merchant Agreement plus all payment network provider and card acceptance requirements for any EFTPOS transactions. When using any EFTPOS terminal it is the merchant’s responsibility to keep a copy of all receipts - including electronic signature receipts. • For EFTPOS transactions where the cardholder is required to sign their receipt, whether the signature is captured digitally on the POS screen, or manually on the paper receipt, the merchant must confirm the signature against that displayed on the card BEFORE they accept the transaction on the EFTPOS terminal. If a transaction is accepted on the D200 EFTPOS terminal before the cardholder signs on the POS screen, the merchant will be unable to verify the transaction if required to at a later date. • To get the merchant copy of EFTPOS e-receipts the merchant should enter their email address into the Smartlink app. Smartlink will automatically populate e-receipt emails and the merchant just needs to press Send to receive them. If the merchant wishes to keep all e-receipts (signed and nonsigned) just enable Email All Receipts function. • If you would like to add a POS receipt printer or cash drawer to your Till2Go set up please use our recommended accessories for best results. For further information visit the Smartpay website www.smartpay.co.nz/till2go or contact our sales team. For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 11 TROUBLESHOOTING AND FAQs How do I accept card payments? You will need the free Smartpay Smartlink iOS app, a compatible Merchant Number and a compatible Smartlink Lite enabled Smartpay EFTPOS terminal to process card transactions. Contact Smartpay on 0800 476 278 to get you started or email [email protected] How do I print a physical receipt? At the end of each transaction, you will be offered the option to email a receipt that includes the EFTPOS and POS receipt details. To print a physical EFTPOS receipt you will need to use the Smartpay D210 EFTPOS terminal. To print a physical POS receipt you will need to have a compatible POS receipt printer connected to Till2Go. Email [email protected] or call our sales team on 0800 476 278 if you are interested in getting a receipt printer, cash drawer or tablet stand. Ask about Till2Go Pop-Up-Payment Packs. What happens if my Internet connection or Wi-Fi goes down while I’m using Till2Go? Till2Go is a standalone application so you will still be able to enter and record cash transactions on your iOS device. If you lose internet connectivity Till2Go will not be able to communicate with your EFTPOS terminal or other networked accessories and will not be able to email receipts. Your EFTPOS terminal may still be able to process payments in standalone mode if this functionality is enabled by your bank. Can I give a discount? Yes. You can enter a fixed price discount by typing in the amount and pressing the button to add it to the bill. Or to calculate a percentage discount enter the bill total then multiply it by the percentage discount required and press the button (e.g. to add a 10% discount to a $20 sale enter 20x0.10 and press the button). Can I process a refund? Yes. You can process a refund on Till2Go using the Refund option in the general settings/side menu. Card refunds can be processed through the EFTPOS terminal if you have a Merchant Refund Card authorised by your bank. What reports are available on Till2Go? Till2Go offers a basic sales report and up to 10 past transaction receipts. To access the general settings/side menu swipe the screen from left to right. The sales report shows department sales and sales totals. The report can be customised to view date ranges and emailed to save data. If for any reason the Till2Go app should be deleted, reports and transaction history will also be deleted. Smartpay is not liable for the loss of any report history or other information stored in this app. 12 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 TROUBLESHOOTING AND FAQs Why doesn’t my Till2Go CARD transaction request appear on my EFTPOS terminal? Your payment request may not be getting through to the terminal for a range of reasons. Most are simple to check and correct – see below for some common issues Problem No Smartlink Solution To enable interfacing the Till2Go app with an EFTPOS terminal, you will need to use a Smartlink enabled Smartpay D-Series EFTPOS terminal, along with the Smartpay Smartlink app. Contact Smartpay on 0800 476 278 to get you started or email [email protected] Problem Incorrect terminal IP address in Smartlink app. If you are using a DHCP address you will need to check the terminal IP matches each time you first set up or if you swap Wi-Fi networks. Solution To send information from the Smartlink app to the EFTPOS terminal you need to enter the terminal’s IP address into the Smartlink app settings. 1. Press 1 on your Smartlink Lite enabled EFTPOS terminal to view its IP address. 2. Tap the cog icon on the Smartlink iOS app main screen to access the app settings. 3. Enter the IP address from your EFTPOS terminal in the Smartlink app and tap Done. 4. Return to the Till2Go app and continue the sale. Problem Wi-Fi problems: Weak or no Wi-Fi signal Till2Go and terminal are on different Wi-Fi networks Solution Make sure that your device running Till2Go and your EFTPOS terminal (and any other networked accessories) is set up on the same internet network. Check the signal strength is adequate on all devices. To check Wi-Fi signal on your terminal access the Merchant Functions>Administration Menu and perform a manual log on. For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 13 TROUBLESHOOTING AND FAQs Problem The terminal is displaying Administration Menu or configuration screens Solution Your EFTPOS terminal will not accept a transaction request if it is in one of the menu or housekeeping functions. Ensure your terminal is connected to Wi-Fi and displaying the idle/standby screen before sending a transaction request. Problem iPad or iPhone has automatically timed out and locked its screen Solution Turn off automatic time out function on your device or set it to the longest time out setting possible to minimise this issue. Problem Hotspot off iPhone stops working Solution Some users have reported issues when connecting their terminal through their iPhone generated personal hotspot. Your Apple device will stop broadcasting Wi-Fi if you put it to sleep or if 90 seconds elapse and no connected devices use Wi-Fi. It can usually be fixed by resetting the personal hotspot on the iPhone and turning everything off and back on to reconnect. We recommend using a mobile hotspot device for a more consistent connection (there are several types of hardware and data providers available – check with your local telco or consumer electronics store). 14 For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 NOTES For any technical issues contact the 24/7 TECHNICAL HELPDESK SUPPORT 0800 476 278 - Option 2 15 For more info: Auckland 182 Wairau Road Glenfield Auckland 0627 0800 476 278 www.smartpay.co.nz PO Box 100 490 Auckland 0745 t: +64 9 442 2700 e: [email protected] 0800 4 SMARTPAY (0800 476 278) Wellington Level 3, 12 Johnston Street PO Box 1288 Wellington 6011 0800 476 278 Christchurch 53 Greenhaven Drive Burwood Christchurch 8083 0800 476 278 0800 353 300 Australia Level 2, 117 York Street Sydney NSW, 2000 1800 433 876 t: + 61 2 88 76 2300 t: +61 2 98 69 4223 e: [email protected]