The Checklist
Page 1: ...The Checklist...
Page 2: ...er into the NET port underneath the device We also recommend plugging a telephone line into the LINE port underneath the device for dial backup recommended 2 For T4220 Dual Com users your terminal sho...
Page 3: ...f installed are completely separate applications running on different processing networks Press the function key next to LOYAL PATRON on the root menu screen in order to access your gift and loyalty p...
Page 4: ...action by default Balance Inquiry enables users to check the activation status and available balances on a customer s account in addition to printing a history of recently processed transactions The L...
Page 5: ...d ID transaction will only process if the customer has registered with their Mobile Phone Otherwise the system will return Invalid Card ID error An error message will also return if the user registere...
Page 6: ...ot to include tax but worse case with inputting tax is the customer receives a few extra in rewards that trigger more spending We recommend entering the post tax amount for this reason plus you will a...
Page 7: ...able followed by the Rewards Balance next by default If widgets are enabled on your terminal select the function key to perform a redemption of widgets e g Games Kids Meals Draft Beers Car Washes etc...
Page 8: ...re required to collect the balance owed Remitted Amount from customers if the patron s combined gift and reward balance cannot cover the total amount of the sale Select No at the Redeem All screen pro...
Page 9: ...sing the widget the clerk will be prompted to enter a specific number of widgets to be redeemed by the customer e g 1 or 2 games of bowling 1 car wash 3 kids meals etc Widget redemption limits can be...
Page 10: ...ds on the sale amount entered by the clerk Clerks simply press CONFIRM to finalize the transaction and generate a receipt or press CANCEL to exit the transaction and return back to the main menu The m...
Page 11: ...with Administrator security clearance Basic and Premium templates include Thank You Note Happy Birthday Happy Anniversary Black Friday New Year s Day St Patrick s Day Cinco de Mayo Mother s Day Fathe...
Page 12: ...ase train your clerks to use the Record Sale function to record customer sales with or without redemptions and allow the system to automatically calculate rewards for your customers based on parameter...
Page 13: ...dit card Rewards are automatically calculated based on the Remitted Amount which represents NEW money spent by customers In the example to the right a 1 30 reward was accrued by the patron based on a...
Page 14: ...business Fundraising cardholders receive the exact same cash back rewards as any other card transaction There is no difference in how cards are swiped by clerks or how rewards are generated between f...
Page 15: ...ddress or mobile phone through a double opt in authentication process By default rewards and widgets value if enabled whether earned through sales activity or received as an activation or other promot...
Page 16: ...thday and anniversary optional The fields displayed required or hidden can be customized in Registration Settings from the back office when signed in as an Administrator Patrons can enter a physical c...
Page 17: ...rocess sales and gift redemption transactions even if a patron s account is not activated Patrons will not lose their rewards The rewards will be unlocked and available for redemption at the point of...
Page 18: ...rom the online activation form either our website or your website if your webmaster implemented our private labeling instructions This service assists patrons complete the registration and or final ac...
Page 19: ...o show the patron s currently available balances and activation status on screen only Press PRINT to generate a paper receipt Balances Report showing the patron s current balance activation status and...
Page 20: ...dvantage of a prepaid promotions strategy The customizable Widgets balance e g Games Appetizers Beverages is commonly preloaded to drive frequency with redemption limits of 1 or 2 per day Rewards valu...
Page 21: ...e of the patron s account After successful processing the transaction details appear immediately on your online Reconciliation Report in real time denoted by the Load Gift transaction type Administrat...
Page 22: ...nsaction or press CANCEL to exit the transaction without processing and return back to the main menu The merchant copy of the receipt automatically prints after a successful transaction The clerk is p...
Page 23: ...ils of each transaction processed during a specific time period or select Summary Report to view summary totals across transaction types Report activity is available for the present day Today the prev...
Page 24: ...n the Void How Screen select either VOID LAST to void the most recently processed transaction OR select BY TRN to void a specific transaction identified by its transaction number printed on the receip...
Page 25: ...ssword of 92266831 and press Enter If you already changed the default Manager password then enter the new password value here instead of 92266831 Select NEXT once to display PRIMARY COMM LINK Click ED...
Page 26: ...efault Manager Password of 92266831 and press Enter If you already changed the default Manager password then enter the new password value here instead of 92266831 3 Press the NEXT button until you see...
Page 27: ...can be any character length of digits such as the employee s Server ID in the POS system or last 4 digits of their social security number When enabled Clerk IDs are published on all relevant reports...
Page 28: ...ption validates the Clerk ID entered by the employee has either Manager or Administrator security clearance as setup in the Users area of the back office If the employee has Clerk clearance the Load V...
Page 29: ...ssword of 92266831 and press Enter If you already changed the default Manager password then enter the new password value here instead of 92266831 3 Select NEXT until you see ENABLE MANAGER PWD Click E...
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