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Allpay cashless, User Manual

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allpay Cashless  -  <publication number or title> 

New Customer ...............................................................................................................................................32

 

Wastage .............................................................................................................................. 32

 

Marking Food as Wastage ............................................................................................................................32

 

Appendix ............................................................................................................................ 33

 

File Format .....................................................................................................................................................33

 

Frequently Asked Questions .......................................................................................................................35

 

 

 

Summary of Contents for cashless

Page 1: ...allpay Cashless EPoS Terminal User Guide The affordable cashless payments system Cashless...

Page 2: ...Supply Connection 8 Peripheral Connection 8 Network Connection 8 Identification Device Connection 8 Swipecard Reader 8 Biometric Reader 8 Power On 8 Power Off 9 Logging into the EPoS Terminal 9 Receiv...

Page 3: ...nfiguration 20 Managing Products 20 Creating a new Sales Item 20 Editing an Existing Product 22 Removing a Product 22 Adding or Amending a Category 22 Till Map Management 22 Creating a New Till Map 23...

Page 4: ...4 allpay Cashless publication number or title New Customer 32 Wastage 32 Marking Food as Wastage 32 Appendix 33 File Format 33 Frequently Asked Questions 35...

Page 5: ...rge using a debit or credit card where allowed via allpay s internet and telephone payment services or through the allpay App If Guardians do not wish to pay via card they may pay by cash over the cou...

Page 6: ...tors or local educational authorities who administer payment media such as swipecards and barcoded letters may do so through a simple to use web portal The web portal is available at the following web...

Page 7: ...l connections including mains power network and the optional devices listed above are made through the External Input Panel This is located to the rear of the terminal see Error Reference source not f...

Page 8: ...ount identification Swipecard Reader All EPoS terminals will include the functionality to read swipecards Swipecard readers are typically located on the right hand side of the unit see Error Reference...

Page 9: ...tdown process Any incomplete sales will be highlighted to the user The till operator must then run the Cash Up process Logging into the EPoS Terminal Using the EPoS terminal it is possible to perform...

Page 10: ...urrent server off from the system no further enquiries or transactions can take place 2 Should a change of Server be required during service from the Home Screen choose Server Logoff 3 The log on scre...

Page 11: ...e EPoS terminal see Logging into the EPoS Terminal 2 Using the till map provided select the appropriate product s from the list to add them into the Product Window Note The product selection list may...

Page 12: ...successful the payment will complete and the screen indicates its readiness for the next customer Should any issues arise the user will receive a prompt onscreen Pay Using Swipecard Identification 1 A...

Page 13: ...ystem to display a photograph of the customer this is purely for customer confirmation and this is dependent upon suitable photographs being loaded on to the system from your organisations data file P...

Page 14: ...3 To confirm the refund select an identification method see Pay Using Swipe Card Identification Pay Using Biometric Identification or Pay Using Manual Lookup 4 The Product Window will now confirm tha...

Page 15: ...ddition other details such as credit and daily spend can be checked An account enquiry can also produce a detailed statement going back a maximum of three months 1 From the Functions button choose Sup...

Page 16: ...pupils account There can be a maximum of three tokens in use which can be set up to cover differing times of the day The value of the token can also be changed Creating a Free School Meal Allowance To...

Page 17: ...customer via their web interface or through the organisation by an Administrator on the management web portal Tips for when enrolling fingertips Ensure the Biometric scanner is clean and dry Ensure th...

Page 18: ...nt Reader the Identify Window will appear ensure the window is minimised and not closed 3 Close the Account Administration window Installing the Fingertip Scanner If the system displays a message sayi...

Page 19: ...title 5 Choose Install 6 Accept the default of USB 0 7 Choose Next and Next 8 Choose Finish 9 Check to ensure that the Installed column now displays Yes for the Fingertip Reader choose Exit and selec...

Page 20: ...Items PLU Sales Items can be freely placed on a Till Map and there can be several Till Maps assigned to different tills A till map consists of Transaction Details of the customer Product Items availa...

Page 21: ...ce for the item 9 Ensure the No VAT Students button is ticked this will ensure that pupils are not charged VAT 10 Ensure the correct Goods Type and Menu Category are selected by selecting Change 11 De...

Page 22: ...configured with a pre set list of the most commonly used categories It is possible to create amend or delete categories to your needs 1 From the Functions menu choose System Setup then choose Global S...

Page 23: ...3 At the Data Administartor Menu choose the Touch Map Designer 4 Existing Maps are located here The default Map for this log in session is indicated by Main Map in the description field Choose Add to...

Page 24: ...hoose the food item to be added 3 Choose Select this will place your PLU on the till map Changing the PLU button properties Choose Display in order to change the visual attributes of the button When t...

Page 25: ...haracteristics by choosing Display 4 Choose Save and Exit when the Till Map is populated with your required Sales Items and Functions Editing an Existing Till Map 1 Choose the Station Map Designer 2 S...

Page 26: ...ssign the voucher as a Function on a till map Stage 1 Create the Voucher From the Functions button choose Supervisor then choose System Setup 1 From the Waiter Station Setup choose the Vouchers tab Up...

Page 27: ...r Menu choose the Touch Map Designer 4 Access the till map that will include the Voucher and choose Edit 5 From the Station Functions allpay button choose the voucher s to be included 6 Choose Save an...

Page 28: ...grouping structure Account Balance Report Using specific criteria the Account Balance Report will show all accounts that match the criteria Details shown will include a card number full name grouping...

Page 29: ...ormation System data Import of Photographs to aid Pupil recognition Synchronise accounts Allpay Web Links Data Import Export and Synchronisation are required particularly with the Import of new amende...

Page 30: ...y system Pupil Guardian Data Import The Pupil Guardian data file is extracted from the organisation Management system and should be stored on a secure network location or if necessary transferred onto...

Page 31: ...file being loaded Select this option with extreme caution If in doubt don t select this option 6 If the existing accounts are to be updated tick Update Account Details 7 At the Operator Information c...

Page 32: ...ce New Customer The preferred method for adding pupils and Guardians is through a bulk file upload where the customer data is exported from the organisations Management Information System When enterin...

Page 33: ...ctions in the Notes column Absence of a comment in the Notes column indicates that field is not required Pupil Information Contents Type Notes Forename Char Required Field must be populated Middle nam...

Page 34: ...dianal responsibility Char Surname Char Required field must be populated Forename Char Required field must be populated Primary Email Char HouseNumber Char Required field Not required if House Name is...

Page 35: ...etailed in the Biometrics section of the user guide Q The Biometrics Scanner is lit up correctly but it does not seem to read fingertips A Ensure the pupil s finger is clean and dry and the Biometrics...

Page 36: ...e Hereford HR1 3SE Call 0844 557 8327 email enquiries allpay net or visit www allpay net ISO certification relates to the audit of our registered company address allpay2014 Printed by allpay Print Des...

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