barclaycard SmartpayTouch A920 Manual Download Page 42

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Everyday trading

Processing different

types of refunds

Processing a full refund

(from the transaction history)

Enter the transaction ID from

the receipt.

On the device menu, select transaction

history and scroll to search by date,

or tap Lookup Transaction.

Complete the tender as required

Tap View.

Tap Refund.

Tap Full.

LOOKUP

TRANSACTION

VIEW

REFUND

FULL

For example,

8008

Processing a full refund

(from the transaction history)

Processing a full refund

(from Smartpay Touch)

Partial refunds

| N ext page

Previous |

Summary of Contents for SmartpayTouch A920

Page 1: ...Built to work as hard as you do Your quick start guide to Smartpay Touch ...

Page 2: ...payments This quick start guide includes everything you need to get going with Smartpay Touch If you have any problems our dedicated technical support team are here to help make sure you can make the most of Smartpay Touch s features and benefits Once you re up and running we can also help you find out how to tailor your Smartpay Touch solution to fit the needs of your business Next page Previous ...

Page 3: ...y 10 Accessing the online portal for the first time 11 Behind the scenes essentials Getting ready to start trading 12 Tailoring key settings to your business 13 Everyday trading Start the trading day 14 Adding products using the device 15 Adding products via the portal 16 Making a sale 17 Suspending a transaction 18 Processing different types of refunds 19 Accepting tips 20 Account verification 21...

Page 4: ...charges may apply Calls may be monitored or recorded in order to maintain high levels of security and quality of service Before you begin What s in the box Your Smartpay Touch package should contain 1 x Smartpay Touch card reader 1 x Charging station 2 x Thermal paper roll 1 x AC power adapter with USB cable 1 x Battery pre installed 1 x SIM card pre installed 1 x RNIB tactile sticker If any of th...

Page 5: ... button Camera on rear Printer Micro USB charging port Side view Side buttons right and left Adjusting volume Make sure the SmartPay Touch app is closed when you adjust the sound volume The right side button makes it louder the left side button makes it quieter Barcode scanning When the Smartpay Touch app is in use the side buttons will open the camera underneath for barcode scanning You just need...

Page 6: ...s of the power button 6 2 Apply RNIB tactile sticker This will help your blind and partially sighted customers 3 Insert till roll Instructions on the inside of the till roll compartment will help you make sure it s inserted correctly Before you begin Preparing your card reader Smart tip If you need to power off for any reason press and hold the power button for three seconds until the shutdown men...

Page 7: ...ve The card reader can also connect to the internet using 4G In some circumstances the card reader automatically uses 4G to kickstart the download or Software installation Because of the file size we recommend using WiFi to download the software Downloading the software using the built in SIM over a 3G or 4G connection is possible but it may take longer Smart tip You can change your WiFi network c...

Page 8: ... update just let the card reader carry on with the install If the software doesn t auto install please contact Smartpay Touch Technical Support 0800 151 0399 Monday Friday 9 5pm UK bank holidays Closed Email supportsmartpaytouch barclays com First steps Installing your point of sale software Smart tip Worried that the installation process has stalled or not worked You can check the status of the d...

Page 9: ... optional This is the profile that your employees should be using By default some features are restricted such as performing refunds These settings can be changed later in the portal if needed The default access PIN is 1234 When the POS user first logs in they will be prompted to change the PIN Settings screen completes auto enrolment Login screen Settings screen completes auto enrolment First use...

Page 10: ...pay Touch device First steps Getting to know your point of sale display Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 11: ...Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device Next page Previous ...

Page 12: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 13: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 14: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 15: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 16: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 17: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 18: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 19: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 20: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 21: ...navigate the key buttons and features within your Smartpay Touch device Side menu button Top bar Display window Tabs Journal basket Function keys Summary dialogue Tender functions Back button Tender value adjustment split tender button Product department browser 1 5 9 3 7 11 2 6 10 4 8 Next page Previous ...

Page 22: ...you ll be prompted to change your password The email address you provided at the time of application Your one time password is a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you...

Page 23: ... a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner ...

Page 24: ...ng the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under the Barclaycard logo to help you find your way around the portal How to find your way around the portal Under the Config tab you can manage a range of key settings for your business including the management of staff tax rates and other profile se...

Page 25: ...email address you provided at the time of application Your one time password is a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashbo...

Page 26: ... combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner un...

Page 27: ... time of application Your one time password is a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a ...

Page 28: ...at the time of application Your one time password is a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll not...

Page 29: ...ess postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under the Barclaycard logo to help you find your way around the portal How to find your way ...

Page 30: ...de using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under the Barclaycard logo to help you find your way around the portal How to find your way around the...

Page 31: ...ded at the time of application Your one time password is a combination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll...

Page 32: ...bination of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under ...

Page 33: ...ion of the following the word mid your 7 digit Barclaycard Merchant ID your business postcode using uppercase An example password would be mid1234567NN47SG Username Password First steps Accessing the online portal for the first time Navigating the portal Once you ve logged in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under the B...

Page 34: ...d in you ll be able to see your dashboard summary page You ll notice a selection of tabs in the top left hand corner under the Barclaycard logo to help you find your way around the portal How to find your way around the portal First steps Accessing the online portal for the first time The Help tab on the far right of the navigation contains useful links to help you get the most from your Smartpay ...

Page 35: ...cts services Create staff members and allocate them a role profile Smart tip For large inventories go to the Stock tab in the online portal to find the bulk import tools If you re starting from scratch download a template as your guide Behind the scenes essentials Getting ready to start trading In the top right hand corner of the portal you ll find your portal assistant between the Help option and...

Page 36: ...es and set a password Currently set to Grid with images If you don t want the grid layout or don t have images for the products consider changing this to List view Check all functions to set privileges for user access i e Supervisor vs All POS Users Change as appropriate Refunds are restricted by default to Supervisor only but you can change this to All POS Users if preferred Check all functions t...

Page 37: ...n change Start Day from No to Yes Set up with a cash float Step 1 Staff member signs on as normal see staff member sign on and selects Start Day Step 2 They enter the float into the Smartpay Touch in this example 50 Step 3 They tap Start Day to confirm Set up without a cash float Step 1 Staff member signs on as normal see staff member sign on and selects Start Day Step 2 They tap Start Day without...

Page 38: ...you won t see the new or modified product until the device reconnects and sends changes to the portal This is to prevent data corruption Everyday trading Adding products using the device Searching Stock Across Stores Step 1 Search or use the barcode scanner to find the product Step 2 Tap Stock Check Editing an Existing Product Step 1 Search or use the barcode scanner to find the product Step 2 Tap...

Page 39: ...duct you can create or amend a product in the online portal by going to Stock Products Creating a manual variable price product Step 1 Go to the online portal then navigate to Stock Products By default you ll already have one manual product labelled General Product Choose to add a product Step 2 Select Manual under the Product Type Once you ve saved the product you can create or amend a product in...

Page 40: ...n and follow the on screen instructions With exact cash If the customer is paying with the exact amount of cash simply tap the Cash Amount Tendered button With a banknote To save you time when taking a banknote you can use the quick tender buttons for the full amount e g 5 10 20 These can be configured in the portal if required Other cash amount If total cash provided is greater than the total and...

Page 41: ... a name or select from the list if one has been created Step 3 Select Suspend or Resume Resume allows you to add items to the suspended transaction straight away Viewing a suspended transaction Step 1 Select the folder icon from the top bar to locate the transaction Step 2 Tap Resume to add more inventory and Pay Step 3 Alternatively select Action for other options e g to edit the name or cancel t...

Page 42: ... On the device menu select transaction history and scroll to search by date or tap Lookup Transaction Complete the tender as required Tap View Tap Refund Tap Full LOOKUP TRANSACTION VIEW REFUND FULL For example 8008 19 Processing a full refund from the transaction history Processing a full refund from Smartpay Touch Partial refunds Next page Previous ...

Page 43: ...con Enter the search criteria Tap the refund button Select the Search mode from the drop down FULL RF For example 8008 19 Processing a full refund from the transaction history Processing a full refund from Smartpay Touch Partial refunds Everyday trading Processing different types of refunds Next page Previous ...

Page 44: ... RF button or the transaction history Tap Partial instead of Full PARTIAL REFUND or LOOKUP TRANSACTION RF Teabags x240 Lemon Floor Cleaner 1l Microfibre cloths x10 3 99 1 75 6 99 Processing a full refund from the transaction history Processing a full refund from Smartpay Touch Partial refunds Everyday trading Processing different types of refunds Next page Previous ...

Page 45: ...der will be prompted to add a tip amount or cancel If they want to leave a tip they should enter the amount and confirm the total on the next screen before presenting their card If they don t want to leave a tip they can press cancel and proceed with the original amount Step 3 Use the on screen prompts to complete the transaction Smart tip You can change the way a tip is presented to a percentage ...

Page 46: ...ification is available for both Card Present and Card Not Present transactions Carrying out an Account Verification Step 1 Tap the Other Func button on the lower right side of the basket screen Step 2 Select Account Verification or Account Verification CNP Step 3 Follow the on screen prompts ...

Page 47: ...o the menu button in the top left hand corner of the screen Step 2 Tap End of Day Step 3 On the confirmation screen choose End Day to end the day s trading Step 4 View the Expected Value for the day s takings and then select Actual Values to begin cashing up Step 5 You can now enter the total amounts for your card and cash takings For card takings view the Expected Values tab and enter this amount...

Page 48: ...ply press the Cash button to complete the transaction Other cash amounts enter the amount tendered via the keypad before tapping Cash Cancel the current transaction This will remove all items and you will be ready to start the next transaction Process a card payment by tapping Card and following the on screen instructions Open the cash drawer for access outside of a normal sale for example to make...

Page 49: ...m 5pm UK bank holidays Closed Email supportsmartpaytouch barclays com Dedicated help and support for Smartpay Touch Calls made outside these hours will be answered by our general support team who will do their best to help you with your query Next page Previous ...

Page 50: ... Saturday 8am to 7pm Sunday 8am to 6pm UK bank holidays 9am to 6pm We can help with breakdown of trading general transaction questions any change of details including direct debits statements and charges Chargeback questions 0800 161 5341 Barclaycard Payment Solutions or 0818 205 274 Barclaycard International Payments Monday to Friday 9am to 5pm Authorisations 0800 151 2630 Barclaycard Payment Sol...

Page 51: ... and personal mobiles otherwise call charges may apply International calls will be charged at a higher rate Please check with your service provider Calls to 0818 numbers are charged at local call rates Charges may be higher from mobile network providers Calls may be monitored or recorded in order to maintain high levels of security and quality of service Barclaycard is a trading name of Barclays B...

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